Baidu's cloud division restructures with focus on AI infrastructure and agent products

On August 30, 2026, IT Home reported that Baidu's Intelligent Cloud completed a round of organizational restructuring. The original Platform Product Division was renamed the Intelligent Agent Division, with its MaaS business, Qianfan brand, and related product systems transferred to the Infrastructure Division. The Data Platform Department was renamed the Data Intelligence Department and moved to the newly rebranded Intelligent Application Division. The restructuring saw three divisions led by侯震宇, 殷大伟, and 阮瑜. 侯震宇 oversees the Infrastructure Division, managing AI Infra and Agent Infra. 殷大伟 leads the Intelligent Agent Division, focusing on products like Baidu Dazǐ, Miao Da, and Fahuo. 阮瑜 heads the Intelligent Application Division, managing applications such as Baidu Yijian, Hogee, Shengshan, and industry solutions in transportation and finance. In the same month, Baidu released its Q2 2026 financial report, showing total revenue of 31.3 billion yuan, with AI business revenue accounting for 50% of general business income, a figure that has remained above 50% for two consecutive quarters. The company also highlighted a 283% year-over-year growth in GPU cloud services within AI infrastructure, marking four consecutive quarters of triple-digit growth. Baidu's management emphasized continued investment in AI to transition the company into an AI-first entity, with AI growth laying the foundation for long-term success.