Baidu shortens AI payback as AI gross margins approach ad revenue levels: CFO
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MSNCNBC
Baidu shortens AI payback as AI gross margins approach ad revenue levels: CFO
Henry He, CFO of Baidu, said the company has shortened its AI investment payback period to two to three years from five to six years previously, driven by rising token consumption, lower domestic chip costs, and cheaper onshore funding. He added that AI gross margins are improving and expected to approach those of traditional search and ...
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