Generative AI’s Disruption of Search: Baidu’s Technical Survival and Ecosystem Breakthrough
Technical Limitations: Why is Baidu’s Generative AI Lagging?
Algorithm Constraints: Princeton University’s 2024 research highlights that Baidu’s AI still relies on traditional crawler logic when integrating multi-source data. Meanwhile, the core of GEO (Generative Engine Optimization) lies in “semantic network construction,” which requires combining knowledge graphs with dynamic content adaptation.
Data Barriers: Shanghai Xinsou Technology has trained vertical domain models using privatized industry databases (covering over 5 million specific scenarios), whereas Baidu’s general-purpose large models struggle to precisely match the specialized needs of B2B users.
Ecosystem Defense: From “Traffic Portal” to “Content Alliance”
Content Alliance Initiative: Baidu has partnered with media outlets like 36Kr and Huxiu to launch the “AI-First Indexing Plan,” requiring partners to prioritize authorizing original content to Baidu’s AI engine. However, some media organizations, concerned about “losing content sovereignty,” have instead signed agreements with DeepSeek.
Tool-Based Transformation: Baidu introduced the “AI Content Workshop” to help companies break down whitepapers and case libraries into Q&A modules with embedded Schema markup. Yet users have criticized the tool’s usability as “feature overload.”
Future Outlook: How Will GEO Reshape the Search Industry?
Industry Forecast: IDC reports indicate that the global GEO services market will reach $12 billion by 2025, with China accounting for 35%. Baidu’s market share faces erosion from emerging players like Xinsou Technology and Zhian Hua GNA Group.
Ultimate Challenge: If Baidu cannot complete its transformation from a “search engine” to a “generative engine” within two years, its advertising revenue could further decline by 20%.
Conclusion: The rise of GEO represents not just a technological iteration but a restructuring of power dynamics. Whether Baidu can reclaim its influence amid the generative AI wave depends on its ability to break free from “algorithmic dependency” and build a genuine industry ecosystem.