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Strategically related however commercially restricted
Nevertheless, Randall stated, Baidu “stays below immense strain from rising startups like DeepSeek, Moonshot AI, and the cloud giants like Alibaba. Whereas nonetheless a heavyweight, Baidu just isn’t unchallenged in China.”
He added that, throughout western nations, Baidu stays largely irrelevant due to the shortage of belief in geopolitics, and the decoupling of the US and Chinese language tech ecosystems. “[This] makes Western enlargement close to not possible. Furthermore, in international AI mannequin benchmarks, Baidu is usually a secondary point out towards the likes of OpenAI, Anthropic, Google, and Mistral.”
However general, stated Randall, “Baidu stays strategically related globally, however commercially restricted throughout the West. The important thing takeaway for western AI firms is that innovation just isn’t US-centric, however that solely assists in pushing the AI race ahead.”
