Dossier
Haijian He
Coverage of Haijian He in the Nexus archive.
- Baidu says the quiet part out loud – you can’t build AI infrastructure, so clouds can cash in
Baidu reports strong growth in GPU cloud revenue, driven by high-margin AI infrastructure business, with CEO Yanhong Li and CFO Haijian He expressing optimism about the company's prospects. The company's AI Cloud Group president, Dou Shen, notes that customers prioritize stability and availability over cost. Baidu's ability to build and operate AI infrastructure at scale is seen as a key advantage.