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Odd Lots: Baidu’s CFO on Building a Full AI Stack (Podcast)

Odd Lots: Baidu’s CFO on Building a Full AI Stack (Podcast)
Bloomberg Markets Monday 29 June 2026, 08:00 UTC By Joe Weisenthal, Tracy Alloway 1 min read
Key Points

Odd Lots: Baidu's CFO on How It Became a Full-Stack AI Player Odd Lots Baidu's CFO on How It Became a Full-Stack AI Player In the China tech space, Baidu is now a full-stack player in the AI industry.

Odd Lots: Baidu's CFO on How It Became a Full-Stack AI Player Odd Lots Baidu's CFO on How It Became a Full-Stack AI Player In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own cloud system, and it's integrating AI into its self-driving car business, Apollo Go. But before all this, Baidu was known for being China's leader in search. Things, obviously, have changed a lot since the company was founded in the late 1990s. In today's episode, we speak with Baidu CFO Henry He about the company's AI ambitions. He talks to us about maximizing token spend, how Chinese tech firms are thinking about safety and alignment, the global robotaxi competition, and how the core search business fits into the company now. Jun 29, 2026
Baidu (ORG) CFO (ORG) Building a Full AI Stack (ORG) China (LOCATION) AI (ORG) Ernie (PERSON) Apollo Go (ORG) Baidu CFO (ORG) Chinese (ORG) Jun 29 (PERSON)
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