Baidu's autonomous driving service, Apollo Go, has achieved a new milestone with over 350,000 weekly orders, signaling significant growth in its Robotaxi operations. The service is now available in 27 cities globally, with some domestic core cities reaching single-vehicle profitability. This expansion is part of Baidu's broader strategic shift towards AI, where AI-related new business revenue has surpassed online marketing services for the first time, becoming a key pillar of the company's financial performance. AI
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IMPACT Baidu's Robotaxi service expansion and profitability milestones highlight the growing viability of autonomous mobility solutions.
RANK_REASON Significant growth in Robotaxi orders and operational expansion, coupled with Baidu's AI business shift. [lever_c_demoted from significant: ic=1 ai=0.7]