$Baidu(BIDU)$ A lot of people think Baidu is just riding the large-model wave, but the real story runs much deeper. Baidu started investing in chips back in 2011 — even earlier than $Alphabet(GOOG)$ $Alphabet(GOOGL)$ ’s TPU. Now with Kunlun Chips spinning off, tech breakthroughs, real commercialization, and an IPO push, the message is clear: Baidu doesn’t just want to use computing power, it wants to control it. This isn’t a short-term hype trade — it’s long-term vision finally paying off. Profits like this feel solid and well-deserved.
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