##百度文心大模型日调用量超6亿,AI赋能搜索业务增长
**第一财经讯** 8月22日晚间,百度创始人、董事长兼首席执行官李彦宏在财报后的电话会议上公布了文心大模型的最新数据,显示其日均调用量已突破6亿次,日均处理Tokens文本约1万亿,对比23年Q4公布的5000万次日均调用量,半年增长超10倍。
李彦宏表示,百度文心大模型的快速发展,也带动了百度核心业务搜索的增长。目前,已有18%的搜索结果由AI生成,相比第一季度的11%,增长显著。此外,百度智能体日均分发超800百万次,为5月的两倍。
AI的应用也进一步推动了百度云业务的增长。李彦宏称,在非美国会计准则(Non-GAAP)下,百度智能云实现持续盈利,在本季度营收达51亿元,同比增长14%。同时,AI对智能云收入的贡献比例进一步提升至9%,高于上一季度的6.9%。截至2024年6月,百度飞桨及文心生态已凝聚1470万开发者。
百度在财报中表示,智能云持续加速,抵消了在线营销收入持续面临的宏观阻力,并为百度核心的营收带来小幅正增长。在营运方面,百度称加快了搜索的创新,这将在短期内对货币化产生影响。
一位搜索从业者对第一财经记者表示,搜索行业的上述变化也意味着,当生成式AI越来越精准地给到用户直接的答案时,势必会对搜索业务过去的广告模式带来重要影响。
除了搜索业务外,百度在自动驾驶业务方面也取得了进展。财报披露,2024年第二季度,百度的自动驾驶订单约89.9万单,同比增长26%。截至2024年7月28日,自动驾驶出行服务在全国累计提供超700万次的乘车服务,同时,百度已开始对最新RT6汽车进行规模化全无人道路测试。
移动生态上,2024年6月,百度APP的月活跃用户达到7.03亿,同比增长4%;托管页收入占2024年第二季度百度核心业务在线营销收入的51%。
总体而言,百度在第二季度财报中展现了其在人工智能领域的快速发展,尤其是文心大模型的应用已经开始对核心业务产生积极影响。未来,百度将继续加大对AI技术的投入,并探索更多应用场景,以推动业务的持续增长。
英语如下:
##Baidu’s Wenxin Large Language Model Sees Daily Calls Exceed600 Million, AI Leads Domestic Market
**Keywords:** Wenxin,Explosion, Leading
**Content:**
**First Financial News** – On the evening of August 22nd, Baidu’s founder, chairman,and CEO Robin Li announced the latest data for the Wenxin large language model during the company’s earnings call. The data revealed that the model’s dailycalls have surpassed 600 million, processing approximately 1 trillion Tokens of text daily. This represents a more than 10-fold increase compared to the 50 million daily calls reported in Q4 of 2023.
Li stated that the rapid development of Baidu’s Wenxin large language model has also driven growth in the company’s core search business. Currently, 18% of search results are generated by AI, a significantincrease from 11% in the first quarter. Additionally, Baidu’s intelligent agents distribute over 800 million times daily, doubling the number from May.
The application of AI has further fueled the growth of Baidu’s cloud business. Li mentioned that under non-GAAP accounting, Baidu’s intelligent cloud achieved sustained profitability, generating revenue of 5.1 billion yuan in the current quarter, a year-on-year increase of 14%. Concurrently, AI’s contribution to intelligent cloud revenue has further increased to 9%, surpassing the previous quarter’s 6.9%.As of June 2024, Baidu’s PaddlePaddle and Wenxin ecosystem has attracted 14.7 million developers.
Baidu stated in its earnings report that the intelligent cloud continues to accelerate, offsetting the persistent macroeconomic headwinds facing online marketing revenue and contributing to a slight positive growth inBaidu’s core revenue. Regarding operations, Baidu mentioned accelerating search innovation, which will have a short-term impact on monetization.
A search industry professional told First Financial News that the aforementioned changes in the search industry signify that as generative AI increasingly provides users with direct and accurate answers, it will inevitably havea significant impact on the advertising model of search businesses.
Beyond the search business, Baidu has also made progress in its autonomous driving operations. The earnings report revealed that in the second quarter of 2024, Baidu’s autonomous driving orders reached approximately 899,000, ayear-on-year increase of 26%. As of July 28, 2024, autonomous driving ride-hailing services have provided over 7 million rides nationwide. Simultaneously, Baidu has commenced large-scale fully driverless road testing of its latest RT6 vehicles.
In themobile ecosystem, Baidu App’s monthly active users reached 703 million in June 2024, a year-on-year increase of 4%. Hosted page revenue accounted for 51% of Baidu’s core business online marketing revenue in the second quarter of 2024.
Overall, Baidu’s second-quarter earnings report showcased its rapid development in the field of artificial intelligence, particularly the application of the Wenxin large language model, which has begun to positively impact its core business. In the future, Baidu will continue to invest heavily in AI technology and explore more applicationscenarios to drive sustained business growth.
【来源】https://www.yicai.com/news/102242930.html
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