{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-09-20T20:00:42.136Z","headline":"百度 CFO 何海建：AI 业务有望很快带来与搜索业务相当的利润和现金回报","description":"据彭博社报道，百度 CFO 何海建表示，AI 领域的大规模投入有望很快带来与搜索业务相当的利润和现金回报。目前百度 AI 相关收入占公司总收入一半以上，覆盖云计算、应用等领域；支持 AI 服务的新 GPU 集群投资预计两到三年内收回成本，云业务收入未来几个季度的增速至少快于行业平均水平，资本开支低于市场预期。","url":"https://www.aioga.com/news/cmtitp70b04k1ro9y41579lq3/","mainEntityOfPage":"https://www.aioga.com/news/cmtitp70b04k1ro9y41579lq3/","datePublished":"2026-09-01T14:57:34.000Z","dateModified":"2026-09-01T14:57:34.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://www.ithome.com/0/997/173.htm","https://aihot.virxact.com/items/cmtitp70b04k1ro9y41579lq3"],"canonicalUrl":"https://www.aioga.com/news/cmtitp70b04k1ro9y41579lq3/","directAnswer":{"@type":"Answer","text":"百度 CFO 何海建称，AI 相关收入目前已超过公司总收入的一半，业务涉及云计算和应用等领域；面向 AI 服务的 GPU 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集群投资预计两到三年内收回成本，云业务收入未来几个季度的增速至少快于行业平均水平，资本开支低于市场预期。","source":"IT之家（RSS）","sourceUrl":"https://www.ithome.com/0/997/173.htm","aiHotUrl":"https://aihot.virxact.com/items/cmtitp70b04k1ro9y41579lq3","publishedAt":"2026-09-01T14:57:34.000Z","category":"行业动态","score":58,"selected":false,"articleBody":["IT之家：https://www.ithome.com/ 9 月 1 日消息，据彭博社今天（1 日）报道，百度首席财务官何海建表示，公司在 AI 领域的大规模投入 有望 很快带来与搜索业务相当的利润和现金回报 ，也将证明百度从互联网企业向 AI 公司的转型方向正确。","目前，百度 AI 相关收入已经覆盖 云计算、应用等多个业务领域 ，占公司总收入的一半以上。何海建预计，这一增长趋势仍会持续。随着云服务和 AI 芯片需求增长，AI 业务的利润率近期有望达到搜索业务水平。同时，用于支持 AI 服务的新 GPU 集群投资预计将在两到三年内收回成本，与阿里巴巴此前的判断类似。","何海建对未来增长充满信心。“我们的云业务收入将在未来几个季度保持良好增长，至少快于行业平均水平，而资本开支也会低于市场预期。所以，我们正在采用一种更聪明的方式， 用更少的投入实现更高增长 。”","何海建还认为，互联网企业过去通常按照市盈率被投资者视为价值股，但百度正在向深科技企业转型，因此投资者应该分别评估旗下芯片、自动驾驶等业务的价值。“在当前中国科技企业中，百度是 唯一一家拥有完整 AI 能力栈 的公司，覆盖芯片、云基础设施、现实世界应用、自动驾驶、AI 智能体以及自主研发基础模型。百度上市已有 21 年，许多投资者仍然把我们视为一家传统价值股公司。”","据IT之家今天早些时候报道，百度完成了港交所与纳斯达克双重主要上市。根据公告，百度于香港联交所上市的普通股，及于纳斯达克全球精选市场上市的美国存托股，将持续可予转换。","《百度完成港交所与纳斯达克双重主要上市：https://www.ithome.com/0/996/754.htm》"],"articleImages":[],"mediaStatus":"none","articleBodyZh":["百度 CFO 何海建：AI 业务有望很快带来与搜索业务相当的利润和现金回报 这条更新来自 ithome.com，发布时间为 2026-09-01，Aioga 保留原文入口以便核验。","摘要：据彭博社报道，百度 CFO 何海建表示，AI 领域的大规模投入有望很快带来与搜索业务相当的利润和现金回报。目前百度 AI 相关收入占公司总收入一半以上，覆盖云计算、应用等领域；支持 AI 服务的新 GPU 集群投资预计两到三年内收回成本，云业务收入未来几个季度的增速至少快于行业平均水平，资本开支低于市场预期。","背景：背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","Aioga 观察：Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","影响与后续：影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。 后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。"],"translationStatus":"","bodyOrigin":"source-page","editorial":{"summary":"百度 CFO 何海建称，AI 相关收入目前已超过公司总收入的一半，业务涉及云计算和应用等领域；面向 AI 服务的 GPU 集群投资预计两到三年收回成本，云业务未来几个季度的增速预计至少高于行业平均水平。","background":"报道将百度的 AI 业务与搜索业务进行比较，称其利润率近期有望达到搜索业务水平。何海建还提到，百度已完成港交所与纳斯达克双重主要上市，相关芯片、自动驾驶等业务被置于转型讨论中。","viewpoint":"Aioga 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ithome.com，发布时间为 2026-09-01，Aioga 保留原文入口以便核验。","摘要：据彭博社报道，百度 CFO 何海建表示，AI 领域的大规模投入有望很快带来与搜索业务相当的利润和现金回报。目前百度 AI 相关收入占公司总收入一半以上，覆盖云计算、应用等领域；支持 AI 服务的新 GPU 集群投资预计两到三年内收回成本，云业务收入未来几个季度的增速至少快于行业平均水平，资本开支低于市场预期。","背景：背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","Aioga 观察：Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","影响与后续：影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。 后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。"]},"en":{"title":"Baidu CFO He Haijian: The AI business is expected to soon bring profits and cash returns comparable to the search business","summary":"According to Bloomberg, Baidu CFO He Haijian stated that large-scale investment in AI is expected to soon bring profits and cash returns comparable to the search business. Currently, Baidu's AI-related revenue accounts for more than half of the company's total revenue, covering cloud computing, applications, and other fields; New GPU cluster investments supporting AI services are expected to recoup costs within two to three years, with cloud business revenue growth expected to be at least faster than the industry average in the coming quarters, with capital expenditure below market expectations.","category":"Industry","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Baidu CFO He Haijian: The AI business is expected to soon bring profits and cash returns comparable to the search business - Aioga AI News","description":"According to Bloomberg, Baidu CFO He Haijian stated that large-scale investment in AI is expected to soon bring profits and cash returns comparable to the search business. Currentl...","url":"https://www.aioga.com/en/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:43:32.987Z"},"ja":{"title":"百度のCFO 何海健:AI事業は間もなく検索事業に匹敵する利益と現金リターンをもたらすと期待されています","summary":"ブルームバーグによると、百度のCFO賀海建氏は、AIへの大規模な投資が間もなく検索事業に匹敵する利益とキャッシュリターンをもたらすと述べました。現在、百度のAI関連収益は同社総収益の半分以上を占めており、クラウドコンピューティング、アプリケーション、その他の分野をカバーしています。AIサービスを支援する新たなGPUクラスター投資は2〜3年以内にコスト回収が見込まれており、今後四半期のクラウド事業収益成長は業界平均を上回る見込みで、資本支出は市場予想を下回る見込みです。","category":"業界動向","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"百度のCFO 何海健:AI事業は間もなく検索事業に匹敵する利益と現金リターンをもたらすと期待されています - Aioga AIニュース","description":"ブルームバーグによると、百度のCFO賀海建氏は、AIへの大規模な投資が間もなく検索事業に匹敵する利益とキャッシュリターンをもたらすと述べました。現在、百度のAI関連収益は同社総収益の半分以上を占めており、クラウドコンピューティング、アプリケーション、その他の分野をカバーしています。AIサービスを支援する新たなGPUクラスター投資は2〜3年以内にコスト回収が見...","url":"https://www.aioga.com/ja/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:43:33.425Z"},"ko":{"title":"바이두 CFO 허하이젠: AI 사업은 곧 검색 사업과 견줄 만한 수익과 현금 수익을 가져올 것으로 기대됩니다","summary":"블룸버그에 따르면, 바이두 CFO 허하이젠은 대규모 AI 투자가 곧 검색 사업과 견줄 만한 이익과 현금 수익을 가져올 것으로 기대된다고 밝혔습니다. 현재 바이두의 AI 관련 매출은 회사 전체 매출의 절반 이상을 차지하며, 클라우드 컴퓨팅, 애플리케이션 및 기타 분야를 포함하고 있습니다; AI 서비스를 지원하는 신규 GPU 클러스터 투자는 2년에서 3년 내에 비용을 회수할 것으로 예상되며, 향후 분기에는 클라우드 비즈니스 매출 성장률이 업계 평균보다 빨라질 것으로 예상되며, 자본 지출은 시장 예상치보다 낮을 것으로 예상됩니다.","category":"업계 동향","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"바이두 CFO 허하이젠: AI 사업은 곧 검색 사업과 견줄 만한 수익과 현금 수익을 가져올 것으로 기대됩니다 - Aioga AI 뉴스","description":"블룸버그에 따르면, 바이두 CFO 허하이젠은 대규모 AI 투자가 곧 검색 사업과 견줄 만한 이익과 현금 수익을 가져올 것으로 기대된다고 밝혔습니다. 현재 바이두의 AI 관련 매출은 회사 전체 매출의 절반 이상을 차지하며, 클라우드 컴퓨팅, 애플리케이션 및 기타 분야를 포함하고 있습니다; AI 서비스를 지원하는 신규 GPU...","url":"https://www.aioga.com/ko/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:43:42.025Z"},"es":{"title":"He Haijian, CFO de Baidu: Se espera que el negocio de la IA traiga pronto beneficios y retornos de efectivo comparables al negocio de búsqueda","summary":"Según Bloomberg, He Haijian, director financiero de Baidu, afirmó que se espera que la inversión a gran escala en IA pronto genere beneficios y retornos de efectivo comparables al negocio de búsqueda. Actualmente, los ingresos relacionados con IA de Baidu representan más de la mitad de los ingresos totales de la empresa, cubriendo computación en la nube, aplicaciones y otros campos; Se espera que las nuevas inversiones en clústeres de GPU que apoyen servicios de IA recuperen costes en dos o tres años, con un crecimiento de ingresos en la nube que se espera que sea al menos más rápido que la media del sector en los próximos trimestres, con un gasto de capital por debajo de las expectativas del mercado.","category":"Industria","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"He Haijian, CFO de Baidu: Se espera que el negocio de la IA traiga pronto beneficios y retornos de efectivo comparables al negocio de búsqueda - Aioga Noticias de IA","description":"Según Bloomberg, He Haijian, director financiero de Baidu, afirmó que se espera que la inversión a gran escala en IA pronto genere beneficios y retornos de efectivo comparables al...","url":"https://www.aioga.com/es/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:43:42.733Z"},"fr":{"title":"He Haijian, directeur financier de Baidu : Le secteur de l’IA devrait bientôt générer des bénéfices et des retours de trésorerie comparables à ceux du secteur du search","summary":"Selon Bloomberg, He Haijian, directeur financier de Baidu, a déclaré que les investissements à grande échelle dans l’IA devraient bientôt générer des bénéfices et des retours de trésorerie comparables à ceux du secteur de la recherche. Actuellement, les revenus liés à l’IA de Baidu représentent plus de la moitié du chiffre d’affaires total de l’entreprise, couvrant l’informatique en nuage, les applications et d’autres domaines ; Les nouveaux investissements en cluster GPU supportant les services d’IA devraient récupérer les coûts d’ici deux à trois ans, la croissance des revenus des activités cloud devant être au moins plus rapide que la moyenne du secteur au cours des prochains trimestres, avec des dépenses d’investissement inférieures aux attentes du marché.","category":"Industrie","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"He Haijian, directeur financier de Baidu : Le secteur de l’IA devrait bientôt générer des bénéfices et des retours de trésorerie comparables à ceux du secteur du search - Aioga Actualités IA","description":"Selon Bloomberg, He Haijian, directeur financier de Baidu, a déclaré que les investissements à grande échelle dans l’IA devraient bientôt générer des bénéfices et des retours de tr...","url":"https://www.aioga.com/fr/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:43:51.765Z"},"de":{"title":"Baidu CFO He Haijian: Das KI-Geschäft wird voraussichtlich bald Gewinne und Cash-Returns erzielen, die mit dem Suchgeschäft vergleichbar sind","summary":"Laut Bloomberg erklärte Baidu-CFO He Haijian, dass groß angelegte Investitionen in KI bald Gewinne und Cash-Returns erzielen werden, die mit dem Suchgeschäft vergleichbar sind. Derzeit machen die KI-bezogenen Umsätze von Baidu mehr als die Hälfte des Gesamtumsatzes des Unternehmens aus und decken Cloud-Computing, Anwendungen und andere Bereiche ab; Neue GPU-Cluster-Investitionen zur Unterstützung von KI-Diensten sollen die Kosten innerhalb von zwei bis drei Jahren wieder einholen, wobei das Wachstum des Cloud-Geschäftsumsatzes in den kommenden Quartalen mindestens schneller als der Branchendurchschnitt sein wird, wobei die Investitionsausgaben unter den Markterwartungen liegen.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Baidu CFO He Haijian: Das KI-Geschäft wird voraussichtlich bald Gewinne und Cash-Returns erzielen, die mit dem Suchgeschäft vergleichbar sind - Aioga KI-News","description":"Laut Bloomberg erklärte Baidu-CFO He Haijian, dass groß angelegte Investitionen in KI bald Gewinne und Cash-Returns erzielen werden, die mit dem Suchgeschäft vergleichbar sind. Der...","url":"https://www.aioga.com/de/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:43:51.822Z"},"pt-BR":{"title":"CFO da Baidu, He Haijian: Espera-se que o negócio de IA em breve traga lucros e retornos em caixa comparáveis ao negócio de busca","summary":"Segundo a Bloomberg, o CFO da Baidu, He Haijian, afirmou que investimentos em grande escala em IA devem em breve trazer lucros e retornos de caixa comparáveis ao negócio de buscas. Atualmente, a receita relacionada à IA da Baidu representa mais da metade da receita total da empresa, abrangendo computação em nuvem, aplicações e outras áreas; Novos investimentos em clusters de GPU que apoiam serviços de IA devem recuperar custos em dois a três anos, com o crescimento da receita dos negócios em nuvem esperado para ser pelo menos mais rápido que a média do setor nos próximos trimestres, com gastos de capital abaixo das expectativas do mercado.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"CFO da Baidu, He Haijian: Espera-se que o negócio de IA em breve traga lucros e retornos em caixa comparáveis ao negócio de busca - Aioga Notícias de IA","description":"Segundo a Bloomberg, o CFO da Baidu, He Haijian, afirmou que investimentos em grande escala em IA devem em breve trazer lucros e retornos de caixa comparáveis ao negócio de buscas....","url":"https://www.aioga.com/pt-BR/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:00.866Z"},"ru":{"title":"Финансовый директор Baidu, Хэ Хайцзянь: Ожидается, что бизнес ИИ вскоре принесёт прибыль и денежную доходность, сопоставимые с поисковым бизнесом","summary":"По данным Bloomberg, финансовый директор Baidu Хэ Хайцзянь заявил, что крупные инвестиции в ИИ вскоре принесут прибыль и денежную доходность, сопоставимые с поисковым бизнесом. В настоящее время доходы Baidu от ИИ составляют более половины всей выручки компании, охватывая облачные вычисления, приложения и другие области; Ожидается, что новые инвестиции в кластер GPU, поддерживающие услуги ИИ, оправят расходы в течение двух-трёх лет, при этом рост доходов облачного бизнеса в ближайшие кварталы будет как минимум быстрее среднего по отрасли, а капитальные вложения будут ниже рыночных ожиданий.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Финансовый директор Baidu, Хэ Хайцзянь: Ожидается, что бизнес ИИ вскоре принесёт прибыль и денежную доходность, сопоставимые с поисковым бизнесом - Aioga Новости ИИ","description":"По данным Bloomberg, финансовый директор Baidu Хэ Хайцзянь заявил, что крупные инвестиции в ИИ вскоре принесут прибыль и денежную доходность, сопоставимые с поисковым бизнесом. В н...","url":"https://www.aioga.com/ru/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:00.896Z"},"ar":{"title":"المدير المالي لشركة بايدو هي هايجيان: من المتوقع أن تحقق صناعة الذكاء الاصطناعي قريبا أرباحا وعائدا نقديا مماثلا لأعمال البحث","summary":"وفقا لبلومبرغ، صرح المدير المالي لشركة بايدو هي هاجيان أن الاستثمار الكبير في الذكاء الاصطناعي من المتوقع أن يحقق قريبا أرباحا وعائدا نقدية مماثلة لأعمال البحث. حاليا، تشكل إيرادات بايدو المتعلقة بالذكاء الاصطناعي أكثر من نصف إجمالي إيرادات الشركة، وتشمل الحوسبة السحابية والتطبيقات ومجالات أخرى؛ من المتوقع أن تعوض الاستثمارات الجديدة في مجموعات وحدات معالجة الرسوميات الداعمة خدمات الذكاء الاصطناعي التكاليف خلال سنتين إلى ثلاث سنوات، مع توقع نمو إيرادات الأعمال السحابية أسرع على الأقل من متوسط الصناعة في الأرباع القادمة، مع انخفاض الإنفاق الرأسمالي عن توقعات السوق.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"المدير المالي لشركة بايدو هي هايجيان: من المتوقع أن تحقق صناعة الذكاء الاصطناعي قريبا أرباحا وعائدا نقديا مماثلا لأعمال البحث - Aioga أخبار الذكاء الاصطناعي","description":"وفقا لبلومبرغ، صرح المدير المالي لشركة بايدو هي هاجيان أن الاستثمار الكبير في الذكاء الاصطناعي من المتوقع أن يحقق قريبا أرباحا وعائدا نقدية مماثلة لأعمال البحث. حاليا، تشكل إيرادات...","url":"https://www.aioga.com/ar/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:09.859Z"},"hi":{"title":"Baidu सीएफओ हे हैजियन: एआई व्यवसाय से जल्द ही खोज व्यवसाय की तुलना में लाभ और नकद रिटर्न लाने की उम्मीद है","summary":"ब्लूमबर्ग के अनुसार, Baidu के सीएफओ हे हैजियन ने कहा कि एआई में बड़े पैमाने पर निवेश से जल्द ही खोज व्यवसाय की तुलना में लाभ और नकद रिटर्न आने की उम्मीद है। वर्तमान में, Baidu का AI-संबंधित राजस्व कंपनी के कुल राजस्व के आधे से अधिक हिस्सा है, जिसमें क्लाउड कंप्यूटिंग, एप्लिकेशन और अन्य क्षेत्र शामिल हैं; AI सेवाओं का समर्थन करने वाले नए GPU क्लस्टर निवेशों से दो से तीन वर्षों के भीतर लागत की भरपाई होने की उम्मीद है, आने वाली तिमाहियों में क्लाउड व्यवसाय राजस्व वृद्धि उद्योग के औसत से कम से कम तेज होने की उम्मीद है, जिसमें पूंजीगत व्यय बाजार की अपेक्षाओं से कम है।","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Baidu सीएफओ हे हैजियन: एआई व्यवसाय से जल्द ही खोज व्यवसाय की तुलना में लाभ और नकद रिटर्न लाने की उम्मीद है - Aioga AI समाचार","description":"ब्लूमबर्ग के अनुसार, Baidu के सीएफओ हे हैजियन ने कहा कि एआई में बड़े पैमाने पर निवेश से जल्द ही खोज व्यवसाय की तुलना में लाभ और नकद रिटर्न आने की उम्मीद है। वर्तमान में, Baidu का A...","url":"https://www.aioga.com/hi/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:09.737Z"},"it":{"title":"CFO di Baidu He Haijian: Il business dell'IA dovrebbe presto portare profitti e ritorni in cassa paragonabili a quelli del business delle search","summary":"Secondo Bloomberg, il CFO di Baidu He Haijian ha dichiarato che investimenti su larga scala nell'IA dovrebbero presto portare profitti e rendimenti di cassa paragonabili al business delle search. Attualmente, i ricavi legati all'IA di Baidu rappresentano più della metà del fatturato totale dell'azienda, coprendo cloud computing, applicazioni e altri settori; Nuovi investimenti in cluster GPU a supporto dei servizi di IA dovrebbero recuperare i costi entro due o tre anni, con la crescita dei ricavi del business cloud che dovrebbe essere almeno più rapida della media del settore nei prossimi trimestri, con spese in conto capitale inferiori alle aspettative di mercato.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"CFO di Baidu He Haijian: Il business dell'IA dovrebbe presto portare profitti e ritorni in cassa paragonabili a quelli del business delle search - Aioga Notizie IA","description":"Secondo Bloomberg, il CFO di Baidu He Haijian ha dichiarato che investimenti su larga scala nell'IA dovrebbero presto portare profitti e rendimenti di cassa paragonabili al busines...","url":"https://www.aioga.com/it/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:17.918Z"},"nl":{"title":"Baidu CFO He Haijian: De AI-sector zal binnenkort winsten en kasrendementen opleveren vergelijkbaar met de zoekmachinebranche","summary":"Volgens Bloomberg verklaarde Baidu CFO He Haijian dat grootschalige investeringen in AI binnenkort winsten en kasrendementen zullen opleveren vergelijkbaar met de zoekbusiness. Momenteel zijn de AI-gerelateerde omzet van Baidu goed voor meer dan de helft van de totale omzet van het bedrijf, en bestrijkt cloudcomputing, applicaties en andere sectoren; Nieuwe GPU-clusterinvesteringen ter ondersteuning van AI-diensten zullen naar verwachting binnen twee tot drie jaar de kosten terugverdienen, waarbij de groei van cloudomzet in de komende kwartalen minstens sneller zal zijn dan het industriegemiddelde, met kapitaaluitgaven die lager zijn dan de marktverwachtingen.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Baidu CFO He Haijian: De AI-sector zal binnenkort winsten en kasrendementen opleveren vergelijkbaar met de zoekmachinebranche - Aioga AI-nieuws","description":"Volgens Bloomberg verklaarde Baidu CFO He Haijian dat grootschalige investeringen in AI binnenkort winsten en kasrendementen zullen opleveren vergelijkbaar met de zoekbusiness. Mom...","url":"https://www.aioga.com/nl/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:18.925Z"},"tr":{"title":"Baidu CFO'su He Haijian: Yapay zeka işinin yakında arama işine benzer kâr ve nakit getiri getirmesi bekleniyor","summary":"Bloomberg'e göre, Baidu CFO'su He Haijian, yapay zekaya büyük ölçekli yatırımların yakında arama işine benzer kâr ve nakit getiri getireceğini belirtti. Şu anda Baidu'nun yapay zeka ile ilgili geliri, bulut bilişim, uygulamalar ve diğer alanları kapsıyor ve şirketin toplam gelirinin yarısından fazlasını oluşturuyor; Yapay zeka hizmetlerini destekleyen yeni GPU kümesi yatırımlarının maliyetleri iki ila üç yıl içinde geri kazanması bekleniyor; bulut iş geliri büyümesinin önümüzdeki çeyreklerde sektör ortalamasından en az daha hızlı olması, sermaye harcamalarının ise piyasa beklentilerinin altında olması bekleniyor.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Baidu CFO'su He Haijian: Yapay zeka işinin yakında arama işine benzer kâr ve nakit getiri getirmesi bekleniyor - Aioga AI Haberleri","description":"Bloomberg'e göre, Baidu CFO'su He Haijian, yapay zekaya büyük ölçekli yatırımların yakında arama işine benzer kâr ve nakit getiri getireceğini belirtti. Şu anda Baidu'nun yapay zek...","url":"https://www.aioga.com/tr/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:27.967Z"},"vi":{"title":"Giám đốc tài chính Baidu He Haijian: Mảng AI dự kiến sẽ sớm mang lại lợi nhuận và lợi nhuận tương đương với mảng tìm kiếm","summary":"Theo Bloomberg, Giám đốc Tài chính Baidu He Haijian cho biết đầu tư quy mô lớn vào AI dự kiến sẽ sớm mang lại lợi nhuận và lợi nhuận tiền mặt tương đương với mảng tìm kiếm. Hiện tại, doanh thu liên quan đến AI của Baidu chiếm hơn một nửa tổng doanh thu của công ty, bao gồm điện toán đám mây, ứng dụng và các lĩnh vực khác; Các khoản đầu tư cụm GPU mới hỗ trợ dịch vụ AI dự kiến sẽ thu hồi chi phí trong vòng hai đến ba năm, với tăng trưởng doanh thu kinh doanh đám mây dự kiến sẽ ít nhất nhanh hơn mức trung bình ngành trong các quý tới, với chi phí vốn thấp hơn kỳ vọng thị trường.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Giám đốc tài chính Baidu He Haijian: Mảng AI dự kiến sẽ sớm mang lại lợi nhuận và lợi nhuận tương đương với mảng tìm kiếm - Tin tức AI Aioga","description":"Theo Bloomberg, Giám đốc Tài chính Baidu He Haijian cho biết đầu tư quy mô lớn vào AI dự kiến sẽ sớm mang lại lợi nhuận và lợi nhuận tiền mặt tương đương với mảng tìm kiếm. Hiện tạ...","url":"https://www.aioga.com/vi/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:27.304Z"},"id":{"title":"CFO Baidu, He Haijian: Bisnis AI diperkirakan akan segera menghasilkan keuntungan dan pengembalian kas yang sebanding dengan bisnis pencarian","summary":"Menurut Bloomberg, CFO Baidu He Haijian menyatakan bahwa investasi besar dalam AI diperkirakan akan segera menghasilkan keuntungan dan pengembalian kas yang sebanding dengan bisnis pencarian. Saat ini, pendapatan terkait AI Baidu menyumbang lebih dari setengah total pendapatan perusahaan, mencakup komputasi awan, aplikasi, dan bidang lainnya; Investasi klaster GPU baru yang mendukung layanan AI diperkirakan akan mengembalikan biaya dalam dua hingga tiga tahun, dengan pertumbuhan pendapatan bisnis cloud diperkirakan setidaknya lebih cepat dari rata-rata industri dalam beberapa kuartal mendatang, dengan pengeluaran modal di bawah ekspektasi pasar.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"CFO Baidu, He Haijian: Bisnis AI diperkirakan akan segera menghasilkan keuntungan dan pengembalian kas yang sebanding dengan bisnis pencarian - Berita AI Aioga","description":"Menurut Bloomberg, CFO Baidu He Haijian menyatakan bahwa investasi besar dalam AI diperkirakan akan segera menghasilkan keuntungan dan pengembalian kas yang sebanding dengan bisnis...","url":"https://www.aioga.com/id/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:36.873Z"},"th":{"title":"เหอ ไห่เจี้ยน ซีเอฟโอ ไป่ตู: ธุรกิจ AI คาดว่าจะสร้างกําไรและผลตอบแทนทางการเงินที่เทียบเท่ากับธุรกิจค้นหาในเร็ว ๆ นี้","summary":"ตามรายงานของ Bloomberg CFO ของ Baidu He Haijian กล่าวว่าการลงทุนขนาดใหญ่ใน AI คาดว่าจะนําผลกําไรและผลตอบแทนเงินสดที่เทียบเท่ากับธุรกิจค้นหาในเร็ว ๆ นี้ปัจจุบัน รายได้ที่เกี่ยวข้องกับ AI ของ Baidu คิดเป็นมากกว่าครึ่งหนึ่งของรายได้รวมของบริษัท ครอบคลุมคลาวด์คอมพิวติ้ง แอปพลิเคชัน และสาขาอื่น ๆ;การลงทุนในคลัสเตอร์ GPU ใหม่ที่สนับสนุนบริการ AI คาดว่าจะคืนทุนได้ภายในสองถึงสามปี โดยคาดว่าการเติบโตของรายได้ธุรกิจคลาวด์จะเร็วกว่าค่าเฉลี่ยของอุตสาหกรรมในไตรมาสหน้า โดยค่าใช้จ่ายลงทุนต่ํากว่าที่ตลาดคาดการณ์ไว้","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"เหอ ไห่เจี้ยน ซีเอฟโอ ไป่ตู: ธุรกิจ AI คาดว่าจะสร้างกําไรและผลตอบแทนทางการเงินที่เทียบเท่ากับธุรกิจค้นหาในเร็ว ๆ นี้ - ข่าว AI Aioga","description":"ตามรายงานของ Bloomberg CFO ของ Baidu He Haijian กล่าวว่าการลงทุนขนาดใหญ่ใน AI คาดว่าจะนําผลกําไรและผลตอบแทนเงินสดที่เทียบเท่ากับธุรกิจค้นหาในเร็ว ๆ นี้ปัจจุบัน รายได้ที่เกี่ยวข้องก...","url":"https://www.aioga.com/th/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:36.734Z"},"pl":{"title":"CFO Baidu He Haijian: Branża AI ma wkrótce przynieść zyski i zwroty pieniężne porównywalne z branżą wyszukiwarek","summary":"Według Bloomberga, dyrektor finansowy Baidu He Haijian stwierdził, że duże inwestycje w AI wkrótce przyniosą zyski i zwroty pieniężne porównywalne z branżą wyszukiwania. Obecnie przychody Baidu związane z AI stanowią ponad połowę całkowitych przychodów firmy, obejmując chmurę, aplikacje i inne dziedziny; Nowe inwestycje w klastry GPU wspierające usługi AI mają odzyskać koszty w ciągu dwóch do trzech lat, a wzrost przychodów z biznesu w chmurze będzie co najmniej szybszy niż średnia branżowa w nadchodzących kwartałach, a wydatki kapitałowe będą niższe od oczekiwań rynku.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"CFO Baidu He Haijian: Branża AI ma wkrótce przynieść zyski i zwroty pieniężne porównywalne z branżą wyszukiwarek - Aioga Wiadomości AI","description":"Według Bloomberga, dyrektor finansowy Baidu He Haijian stwierdził, że duże inwestycje w AI wkrótce przyniosą zyski i zwroty pieniężne porównywalne z branżą wyszukiwania. Obecnie pr...","url":"https://www.aioga.com/pl/news/cmtitp70b04k1ro9y41579lq3/","contentTranslated":true,"sourceHash":"2e5cd58b47f279b7","translatedAt":"2026-09-01T15:44:45.878Z"}},"evidenceTier":"verified-news","reviewStatus":"automated-ingest","indexable":true,"editorialCover":"/page-visuals/topic-timeline.png"}}