TLDR Baidu (BIDU) stock drops 2.73% to $77.58 despite major new AI announcements. New Tianchi supernode and Kunlunxin chips expand Baidu’s AI computing plans. ERNIE 5.5 Flash brings a one-mil
Baidu (BIDU) shares plunged 2.73% to $77.58, losing $2.18 amid selling pressure despite the company’s latest AI expansion. The stock briefly slipped below $77 before recovering some losses during the session. Meanwhile, Baidu unveiled new AI chips, cloud infrastructure, advanced models, and enterprise agents at Baidu World 2026.
Baidu introduced its Tianchi 1024-card Supernode to strengthen computing capacity for large artificial intelligence workloads. The system uses optical connections to support faster data transmission across computing resources. Additionally, the company outlined new developments within its Kunlunxin semiconductor business.
Kunlunxin confirmed shipments of its M100 inference chip and highlighted its focus on computing efficiency. Meanwhile, the company expects its flagship M300 chip to arrive in 2027. The upcoming processor will offer improvements in computing power, memory capacity, and chip connectivity.
Baidu also introduced ERNIE 5.5 Flash Preview, expanding its portfolio of foundation models for enterprise applications. The model contains 280 billion parameters and activates 14 billion parameters per token. Furthermore, it supports a one-million-token context window and handles coding, content creation, and complex knowledge tasks.
Baidu launched Token Exchange, a marketplace connecting artificial intelligence model providers with businesses seeking computing services. The platform allows customers to compare available models through pricing, performance, and reliability measurements. Additionally, its verification system examines model capabilities and monitors service availability.
The marketplace currently supports more than 100 model resources following its first month of operations. It processes over 50 million daily calls and handles more than 700 billion tokens. Baidu expects the service to improve access to computing resources across its ecosystem.
Baidu also expanded its ERNIE application models through new tools for multimedia production and complex reasoning. Its Wizshot Micro-Expression model supports video creation using text, images, and speech inputs. Separately, ERNIE Light Deep Thinking combines different reasoning processes to handle demanding requests and reduce processing costs.
Baidu upgraded its DuMate, KOOKO, Yijing, and Famou agents to support business operations and creative workflows. DuMate now provides access to specialized agents through a unified interface. Meanwhile, KOOKO combines professional databases, academic research, and user content to produce documents and presentations.
The company reported substantial growth in internal agent adoption during the previous year. Daily active agents increased from 5,000 to 37,000, while weekly task completions exceeded one million. Baidu established 4,300 workspaces and collected over 20,000 reusable organizational skills.
Beyond enterprise software, Baidu highlighted the global expansion of its Apollo Go autonomous driving service. The service operates across 28 cities and has accumulated more than 350 million autonomous kilometers. Additionally, its driverless operations in Abu Dhabi and Dubai extend the company’s presence in international transportation markets.
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