▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Nov 04, 23:00Source · SEC EDGAR · BIDU
Commentary
Baidu HKEX Dual-Primary Listing and AI Revenue Pivot, October 2026
Baidu completed its conversion to dual-primary listing on the Hong Kong Stock Exchange on August 31, 2026, joi
Baidu AI Revenue Sustains 50% Threshold and Chip Unit Eyes IPO, September 2026
Baidu's AI-related revenue held above 50% of total Q2 2026 sales for a second straight quarter with FY2025 cap
Capital expenditure · SEC filings
12.07B CNY latest FY
Latest period 12.07B CNY (FY2025) · 25 reported periods 2007–2025
Primary Disclosures
Official disclosureBaidu files 6-K: foreign-issuer report (6-K) Official disclosureBaidu files 6-K: foreign-issuer report (6-K)LATEST COVERAGE
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Oct 27, 23:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Oct 07, 23:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Oct 01, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 30, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 29, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 28, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 25, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 24, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 23, 22:00Source · SEC EDGAR · BIDU
▸ Chinese domestic AI chip competition intensifies as alternatives to restricted NVIDIA GPUs emerge for data center deployments.
🕒 Sep 22, 23:43Source · 24/7 Wall St.importance 80
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 22, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 21, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 18, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 17, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 17, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 16, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 15, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 14, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 11, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 10, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 09, 22:00Source · SEC EDGAR · BIDU
🕒 Sep 09, 07:08Source · Yahoo Financeimportance 67
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 08, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 04, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Sep 01, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Aug 27, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Aug 26, 22:00Source · SEC EDGAR · BIDU
▸ This procurement shift will directly divert capital expenditure originally destined for overseas accelerators, reshaping regional semiconductor manufacturing order allocation.
🕒 Aug 19, 14:07Source · The Registerimportance 82
▸ Sustained AI revenue dominance confirms Baidu’s successful vertical integration from custom silicon to cloud models, validating its valuation re-rating despite broader market volatility.
🕒 Aug 18, 23:15Source · 雷锋网importance 76
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Aug 18, 22:00Source · SEC EDGAR · BIDU
▸ PR Newswire press release — first-hand.
Official disclosure🕒 Aug 18, 19:00Source · PR Newswire
▸ Reveals active domestic substitution efforts alongside continued reliance on compliant Nvidia silicon for enterprise AI deployments.
🕒 Aug 17, 00:51Source · 搜狐网importance 75
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jul 31, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jul 28, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jul 27, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jul 22, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jul 16, 22:00Source · SEC EDGAR · BIDU
▸ Foreign-issuer report — material news from a non-U.S. company.
Official disclosure🕒 Jul 02, 22:00Source · SEC EDGAR · BIDU
▸ Chinese hyperscaler diversification signal validates Baidu silicon programs; marks decoupling of PRC tech ecosystem beyond NVIDIA reliance.
🕒 Jun 30, 04:27Source · BigGo Financeimportance 65
▸ Chinese AI giants building captive silicon; Baidu frames chip independence as IPO narrative, signaling export-control hedging and margin uplift aspirations.
🕒 Jun 29, 04:00Source · The Informationimportance 68
▸ Demonstrates sustained demand for NVIDIA advanced nodes from tier-1 Chinese internet companies despite geopolitical controls, validating GPU concentration.
🕒 Jun 22, 18:21Source · Crypto Briefingimportance 75
▸ A leading hyperscaler diversifying away from Nvidia due to export controls highlights geopolitical fragmentation of AI chip markets.
🕒 Jun 15, 22:00Source · benzinga.comimportance 88
▸ Baidu's custom chip represents diversification in AI chip suppliers beyond NVIDIA and signals geopolitical competition in AI hardware.
🕒 Dec 18, 23:00Source · fonearena.comimportance 80
▸ Chinese players deliver interoperable infrastructure, fragmenting GPU monopoly and establishing regional alternatives.
Official disclosure🕒 Sep 27, 22:00Source · prnewswire.comimportance 65
▸ Major AI peer adopts AMD, signaling AMD's viability as Nvidia alternative for hyperscaler infrastructure.
🕒 Dec 21, 23:00Source · newsbytes.phimportance 80