EPISODE · Mar 1, 2024 · 9 MIN
李彦宏找到“救命药”
from 虎嗅·商业有味道
2月28日晚间,百度公布了其2023年第四季度及全年的财报,业绩表现良好。财报显示,过去一年中,百度实现了总营收1345.98亿元,归属百度的净利润达到287亿元,年增速高达39%。百度智能云的业绩表现是本次财报中的亮点之一。在财报电话会上,李彦宏透露,本季度百度智能云总营收84亿元。其中大模型为云业务带来约6.56亿元增量收入,而生成式AI和基础模型的收入占AI云收入的8%。然而,尽管AI技术是当前云计算市场的一大热点,百度智能云也借助其在大模型和生成式AI领域的技术优势,实现了显著的营收增长,但整个市场的竞争格局远比这更复杂。文心一言的发展前路会像百度描述的那样平坦吗?百度智能云是否能成为李彦宏的“救命药”呢?评论区一起来聊聊。
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李彦宏找到“救命药”
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