Baidu Leads Public Rollout of AI Chatbots in China

Visitors walk past the Baidu booth during the World Artificial Intelligence Conference (WAIC) in Shanghai. WANG Zhao / AFP/File
Visitors walk past the Baidu booth during the World Artificial Intelligence Conference (WAIC) in Shanghai. WANG Zhao / AFP/File
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Baidu Leads Public Rollout of AI Chatbots in China

Visitors walk past the Baidu booth during the World Artificial Intelligence Conference (WAIC) in Shanghai. WANG Zhao / AFP/File
Visitors walk past the Baidu booth during the World Artificial Intelligence Conference (WAIC) in Shanghai. WANG Zhao / AFP/File

Tech giant Baidu launched China's first public artificial intelligence chatbot on Thursday, with ERNIE trained to censor highly sensitive topics for the ruling Communist Party such as the Tiananmen crackdown.

Beijing issued new regulations this month for China's AI developers that maintain the government's tight control on information while allowing them to stay in the race with the likes of Microsoft and ChatGPT maker OpenAI.

Baidu led several companies in rolling out AI chatbots on Thursday: SenseTime opened its service for registration, and two other firms -- Baichuan Intelligent Technology and Zhipu AI -- said their bots were online and open to the public.

"We are thrilled to share that ERNIE Bot is now fully open to the general public starting August 31," Baidu said in a statement on Thursday.

"In addition to ERNIE Bot, Baidu is set to launch a suite of new AI-native apps that allow users to fully experience the four core abilities of generative AI: understanding, generation, reasoning, and memory."

The chatbot was first released in March but its availability was limited.

'Let's talk about something else'

Chinese generative AI apps must "adhere to the core values of socialism" and refrain from threatening national security, according to the guidelines published this month.

When tested by AFP on Thursday, ERNIE Bot easily answered mundane questions such as "What is the capital of China?" and "Do you have any hobbies?"

But on sensitive topics such as China's bloody clampdown on pro-democracy protesters at Beijing's Tiananmen Square in 1989, it said: "Let's change the topic and start again."

Tiananmen is a particularly sensitive subject in China and online information and discussion about it is strictly censored.

When asked about Taiwan, a self-ruling island that China claims as its territory, ERNIE Bot offered a longer answer.

"Taiwan is part of the sacred territory of the People's Republic of China," it responded. "China's sovereignty and territorial integrity cannot be violated or divided."

Then, it said: "Let's talk about something else."

Global AI race

By making ERNIE widely available, Baidu will be able to gain "massive" human feedback to improve the app at a swift pace, CEO Robin Li was quoted as saying in the statement.

Generative AI apps, including chatbots such as ERNIE, are trained on vast amounts of data as well as their interactions with users so they can answer questions, even complex ones, in human-like language.

The rapid success of US-based OpenAI's ChatGPT -- which is banned in China -- sparked an international race to develop rival apps, including image and video generators, but also widespread alarm about the potential for abuse and disinformation.

Under Chinese regulations, AI developers must conduct security assessments and submit filings on their algorithms to the authorities if their software is judged to have an impact on "public opinion", according to the rules.

They are also required to label AI-generated content.

Baidu is one of China's biggest tech companies, but has faced competition from other firms such as Tencent in various sectors.

In addition to AI, it has also looked to grow its cloud computing business and develop autonomous driving technology.

Baidu shares were up 3.2 percent in Hong Kong at around 0430 GMT on Thursday.



Nintendo Hikes Switch 2 Annual Unit Sales Target

While Nintendo is diversifying into hit movies and theme parks, consoles remain at the core of its business. GREG BAKER / AFP
While Nintendo is diversifying into hit movies and theme parks, consoles remain at the core of its business. GREG BAKER / AFP
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Nintendo Hikes Switch 2 Annual Unit Sales Target

While Nintendo is diversifying into hit movies and theme parks, consoles remain at the core of its business. GREG BAKER / AFP
While Nintendo is diversifying into hit movies and theme parks, consoles remain at the core of its business. GREG BAKER / AFP

Nintendo said Tuesday it aims to sell 19 million Switch 2 consoles within this financial year, up from its previous target 15 million for the smash-hit gadget.

The Switch 2 became the world's fastest-selling games console after launching in June to a frenzy of excitement from fans of "Super Mario" and other top titles, said AFP.

"The hardware has seen strong sales since its launch," Nintendo said as it raised its annual net profit forecast to 350 billion yen ($2.3 billion) from 300 billion yen.

Sales of the games "Mario Kart World" and "Donkey Kong Bananza" are growing steadily, the Japanese company said.

"We will aim to keep the momentum of released titles and continuously introduce new titles to expand the platform's user base," it added.

While Nintendo is diversifying into hit movies and theme parks, consoles remain at the core of its business.

The original Switch soared in popularity during the pandemic with games such as "Animal Crossing" striking a chord during long lockdowns worldwide.

The Switch 1 has sold 154 million units since its 2017 release, making it the third best-selling console of all time after Sony's PlayStation 2 and the Nintendo DS.

Nintendo said Tuesday it sold more than 10 million Switch 2 consoles in the first half of 2025-26.

For the April to September period the company logged net profit of nearly 200 billion yen, up 83 percent year-on-year, forecasting record annual sales of 2.25 trillion yen.

"The Switch 2's demand will likely remain high, especially as the console ramps up sales in non-traditional markets such as China," said Darang Candra, director for East Asia and Southeast Asia research at Niko Partners.

"We remain cautious, however, about whether Switch 2 can replicate Switch 1's 150-million-unit sales," he told AFP ahead of Tuesday's earnings release.

"Switch 2's long-term success will depend on Nintendo's ability to sustain engagement with new titles and also penetrate emerging markets" such as in the Middle East and Asian countries apart from Japan, Candra added.

Nintendo in September marked 40 years since the first "Super Mario Bros." game -- a colorful world of platforms, pipes and scowling enemies -- was released.

Market analysts at Jefferies noted that Nintendo's brand was about to receive a "significant boost" when the red-capped Mario character features as a balloon in the Macy's Thanksgiving Parade in New York City this year for the first time.

The sequel to the megahit "Super Mario Bros. Movie" is also scheduled for release in April 2026.


OpenAI, Amazon Strike $38 billion Agreement for ChatGPT Maker to Use AWS

The ChatGPT app icon on a smartphone in this illustration taken October 27, 2025. REUTERS/Dado Ruvic/Illustration
The ChatGPT app icon on a smartphone in this illustration taken October 27, 2025. REUTERS/Dado Ruvic/Illustration
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OpenAI, Amazon Strike $38 billion Agreement for ChatGPT Maker to Use AWS

The ChatGPT app icon on a smartphone in this illustration taken October 27, 2025. REUTERS/Dado Ruvic/Illustration
The ChatGPT app icon on a smartphone in this illustration taken October 27, 2025. REUTERS/Dado Ruvic/Illustration

Amazon.com will supply OpenAI with cloud computing services under a multi-year $38 billion deal, giving the ChatGPT maker access to hundreds of thousands of Nvidia graphics processors to train and run its artificial intelligence models.

The agreement announced on Monday underscores the AI industry's surging appetite for computing power, driven by the pursuit of technology capable of matching or surpassing human intelligence. It sent Amazon shares up 5% in premarket trading.

OpenAI will begin using Amazon Web Services immediately, with all planned capacity set to come online by the end of 2026 and room to expand further in 2027 and beyond, Reuters reported.

The deal is among the first major moves by OpenAI since it completed a restructuring last week that frees the ChatGPT maker to move away from its nonprofit roots. Reuters has reported it was laying the groundwork for an initial public offering that could value the company at up to $1 trillion.

But surging valuations of AI companies and their massive spending commitments, which total more than $1 trillion for OpenAI, have raised fears that the AI boom is inflating into a bubble.


Microsoft Signs $9.7 Billion Contract with IREN for Nvidia Chips

A Microsoft logo is seen on an office building in New York City in this July 28, 2015 file photo. REUTERS/Mike Segar//File Photo
A Microsoft logo is seen on an office building in New York City in this July 28, 2015 file photo. REUTERS/Mike Segar//File Photo
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Microsoft Signs $9.7 Billion Contract with IREN for Nvidia Chips

A Microsoft logo is seen on an office building in New York City in this July 28, 2015 file photo. REUTERS/Mike Segar//File Photo
A Microsoft logo is seen on an office building in New York City in this July 28, 2015 file photo. REUTERS/Mike Segar//File Photo

Data center owner and operator IREN said on Monday it has signed a nearly $9.7 billion cloud services contract with Microsoft to provide the tech giant with access to Nvidia's GB300 processors over a five-year period.

The move is the latest attempt by Microsoft to boost AI and data center infrastructure at a time when AI demand is outstripping cloud capacity at Big Tech companies.

Shares of IREN surged about 18% in premarket trading after the announcement, with the company also entering into an agreement with Dell Technologies to purchase the chips and ancillary equipment for about $5.8 billion.

IREN expects the GB300 processors to be deployed in phases through 2026 at its 750-megawatt campus in Childress, Texas and said its contract with Microsoft includes a 20% prepayment.