Market Chatter: Baidu's Finance Chief Says AI Margins Could Catch Up With Search Business Margins in Near Term

MT newswire2026/09/01 09:33

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05:33 AM EDT, 09/01/2026 (MT Newswires) -- Baidu's (BIDU) artificial intelligence margins could reach that of the company's search business in the near term, Bloomberg reported Tuesday, citing an interview with Baidu Chief Financial Officer Henry He. He said the company's AI revenue now constitutes more than half of the group's sales and that he expects this trend to continue, according to Bloomberg. Baidu could see a full return of its investments in new GPU clusters hosting AI services in two to three years, He told the news outlet. Baidu did not immediately respond to MT Newswires' request for a comment. (Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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The U.S. Energy Information Administration (EIA) has raised its forecast for average Brent crude oil prices in 2026 and 2027 to $97 and $86, respectively, reflecting pressures from global inventory declines, Middle East supply disruptions, and rising transportation costs. As oil production in the Middle East gradually recovers and global inventories rebound from low levels, the EIA expects the average spot price of Brent crude to fall to $87 per barrel in the second quarter of 2027, and further decline to $77 per barrel by the fourth quarter.

华尔街见闻•2026/11/10 18:41