Baidu CFO Lays Out Vertically Integrated AI Stack From Chips to Models

Baidu CFO Henry He used Bloomberg's Odd Lots podcast, released June 29, 2026, to describe how the company has become a "full-stack AI player" by vertically integrating its own chips, the ERNIE AI model, cloud and the Apollo Go self-driving business. In the episode, the ability to work across everything from hardware to robotaxis was cited as a draw for talent.