Baid launched a series of apps AI after his Ernie Chatbot received public approval.
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Chinese technological giant Baid He has published two new artificial intelligence models because he returns to regain his leading position in a fiercely competitive AI space in the country.
Baid models Launched on Sunday He included the first model aimed at explaining, as well as his first transition to an open code licensing strategy.
However, experts said to CNBC that, although the publication of the model is a positive development for Baid, they also point out that the capture is being captured as his Ernie bot-one of the earliest Chinese versions of Chatgpt-Chatbot-a-Bori to get a wide acceptance.
“The new models make Baid more competitive because the company laged behind in the release model,” for CNBC is for CNBC, “Lian Jye are, the main analyst from Omdia.
The explanation model is a large linguistic model that breaks down tasks into smaller pieces and considers multiple approaches before generating an answer. It is designed to process complex problems in a similar way to people.
In January, Chinese startup Deepseek compensated for the Global AI race and transformed the Chinese ecosystem when he published his model R1 explanation, which, despite the cost of US competitors, cost a fraction of the price.
There is Baid said His new Ernie X1 explanation “provides performance of the same with Deepseek R1 at only half a price” and has a “stronger understanding, planning, reflection and evolution capabilities”. CNBC failed to check this claim independently.
According to Wei Sun, the main analyst of artificial intelligence in Counterpoint Research, Baidu’s future competitiveness could deny on whether his new models have achieved promised performance and advantage expenses.
“Baid is obviously in the method of compensation, mainly because of the slow pace of innovation and underestimation of fast shifts in market dynamics,” Sun said.
What happened?
In 2023, Baid performed his first generative AI platform for the public, giving China one of his first answers to the Openi -I popular AI Chatbot Chatgpt.
However, despite initial momentumBaidu Ernie’s product has been eclipse by competitors including startups as well as large technological companies like Alibaba and Byteddance.
Experts cite a number of reasons for Baidu’s fighting and a dispute rate of innovation.
“Baida lagged behind when they tried to build ownership models and compete for AI financing,” said Ray Wang, the main analyst and founder of Constellation Research, for CNBC. He added that the company also suffered from the recent Government’s decline and distracted “regulatory stupidity.”
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Ownership models maintain their original code and basic architecture confidential, unlike models such as Deepseek, whose original code is freely available on the open web for possible changes and redistribution.
“Using an approach of closed source means that [Baidu] He trained his model from scratch, while open code models were able to use certain parts that were municipal developers, “said Kai Wang, a senior analyst for the Morningstar capital.
Baidu’s latest AI models, however, represent a shift in the company’s strategy according to open and free models.
“Baid has always been very supportive of his ownership business model and has been loud against an open code, but disorders like Deepseek have proven that open code models can be equally competitive,” Omdia’s Sa said.
He added that Baid “just follows the steps” of his biggest competitors in China, namely Alibaba, Deepseek and Tencent, who have now released open code models.
Baid’s advantages
According to Morningstar’s Wang, AI players like Baidu come with new models every day, and competitors are constantly trying to surpass any progress.
However, “Differential in Chinese models remains information used for models and the application for use,” Wang said.
In these areas, experts see some key benefits for Baid, which controls the wide range of popular applications and services, including its leading search engine, which offers access to AI tools, as well as the Internet Forum application, Baid Tieba.
“Due to its large user base in consumer space, especially in the search and recommendations systems AI, the company can still maintain its leadership position in the market as long as it still holds the innovation cycle,” Omdia’s Sa said.
During Call for earnings late last yearBaidua Robin Director Li said he expects a generative AI to turn Baid to the “new killer application in AI era”.
“The secret of AI are data, chips, good mathematics and cheap energy … You have to have a play information. They have information,” said Wang Constellation Research.
