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Baidu CEO Robin Li speaks during the company’s Create conference in Shenzhen, China, on April 16, 2024.

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SHENZHEN, China – One year after Chinese search engine operator Baidu released its ChatGPT-like Ernie bot, the company this week announced tools to encourage locals to develop artificial intelligence applications.

“In China today, there are 1 billion internet users, strong foundation models, sufficient AI application scenarios and the most complete industrial system in the world,” CEO Robin Li said in his opening speech at Baidu’s annual AI developers conference on Tuesday.

“Everyone can be a developer,” he said in Mandarin, according to a CNBC translation.

While many point out how China lags behind the U.S. in artificial intelligence capabilities, others emphasize how the strength of the Chinese market lies more in technological application. Take next-day e-commerce and 30-minute food delivery, for example.

Baidu’s newly announced AI tools allow people with no coding knowledge to create generative AI-powered chatbots for specific functions, which can then be integrated in a website, Baidu search engine results or other online portals. That’s different from a similar tool called GPTs that OpenAI launched earlier this year, since those custom-built chatbots — for everything from suggesting movies to fixing code — sit within the ChatGPT interface.

Expect AI to become as universal as email: HSBC

The basic Baidu tools are generally available to try for free, up until a certain usage limit, similar to some of Google’s cloud and AI functions. OpenAI charges a monthly fee for the latest version of ChatGPT and the ability to use it for computer programs. The older ChatGPT 3.5 model is free to use, but without access to the custom-built GPTs.

Baidu this week also announced three new versions of its Ernie AI model — called “Speed,” “Lite” and “Tiny” — that coders can selectively access, based on the complexity of the task.  

“It feels like their focus is on building the entire native AI development ecosystem, providing a full set of development tools and platform solutions,” said Bo Du, managing director at WestSummit Capital Management. That’s according to a CNBC translation of the Chinese remarks.

Baidu said this week that Ernie bot has accumulated more than 200 million users since its launch in March last year, and that computer programs are accessing the underlying AI model 200 million times a day. The company said more than 85,000 business clients have used its AI cloud platform to create 190,000 AI applications.

How the tech is being used

Many of the use cases Baidu showed off this week centered on consumer-facing applications: tourism and creation of content such as picture books and scheduling meetings.

In a demonstration hall, Baidu business departments showed off how the AI tools could be integrated with virtual people doing livestreams, or directing search engine traffic to an AI-based interactive buying guide.

Buysmart.AI, which won Baidu’s AI competition last year, uses the tech for an online shopping assistant connected to Chinese social media platform Weibo. The startup said it is using ChatGPT for a standalone interactive e-commerce app in the U.S.

“Personally I think that Ernie 4.0 has a better grasp of Chinese than ChatGPT 3.5,” Buysmart.AI co-founder Andy Qiu said in an interview. That’s according to a CNBC translation of his Mandarin-language remarks.

Consumers in the U.S. are currently more interested in AI products than users in China are, Qiu said. But he said that overall there is still room for improvement when it comes to building consumers’ trust of AI assistants and convincing users to place an order.

Also on display was a humanoid robot developed by Shenzhen-based UBTech Robotics that used Baidu’s Ernie AI model for understanding commands and reading written words.

It’s not immediately clear how such AI applications can significantly change business at this point. But Baidu is the latest to roll out more tools for people to experiment more easily and cheaply with.

Customer service, voice assistants and internet-connected devices can use smaller AI models to respond quickly to users, pointed out Helen Chai, managing director at CIC Consulting.

She added that in scenarios such as legal consultation or medical diagnosis, small AI models can be trained on specific data to achieve performance that’s comparable to larger AI models.

In the future, big AI-based applications will be based on a mixture of models, Baidu CEO Li said, using the technical term of “mixture of experts” or MoE.

He also promoted Baidu’s capabilities in AI-produced code, one of the areas in which Silicon Valley tech companies see the most potential for generative AI.

Baidu said since it deployed its “Comate” AI coding assistant a year ago, the tool has contributed to 27% of the tech company’s newly generated code. Audio streaming app Ximalaya, IT services company iSoftStone and Shanghai Mitsubishi Elevator are among more than 10,000 corporate Comate users, and have adopted nearly half of the code the tool generates, according to Baidu.

The global rush for developing generative AI has created a shortage in the semiconductors needed to provide the computing power. Chinese companies face added constraints due to U.S. restrictions on chip exports.

Baidu did not specifically discuss a shortage in computing power during the main conference session. In his speech, Dou Shen, head of AI cloud at Baidu, noted “uncertainties” in the chip supply chain and announced that Baidu has a platform that can access the power of several different kinds of chips.

Back in February, Li said on an earnings call that Baidu’s AI chip reserve “enables us to continue enhancing Ernie for the next one or two years.” The company is set to release first-quarter results on May 16.

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Week in review: The Nasdaq’s worst week since April, three trades, and earnings

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Week in review: The Nasdaq's worst week since April, three trades, and earnings

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Too early to bet against AI trade, State Street suggests 

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Too early to bet against AI trade, State Street suggests 

Momentum and private assets: The trends driving ETFs to record inflows

State Street is reiterating its bullish stance on the artificial intelligence trade despite the Nasdaq’s worst week since April.

Chief Business Officer Anna Paglia said momentum stocks still have legs because investors are reluctant to step away from the growth story that’s driven gains all year.

“How would you not want to participate in the growth of AI technology? Everybody has been waiting for the cycle to change from growth to value. I don’t think it’s happening just yet because of the momentum,” Paglia told CNBC’s “ETF Edge” earlier this week. “I don’t think the rebalancing trade is going to happen until we see a signal from the market indicating a slowdown in these big trends.”

Paglia, who has spent 25 years in the exchange-traded funds industry, sees a higher likelihood that the space will cool off early next year.

“There will be much more focus about the diversification,” she said.

Her firm manages several ETFs with exposure to the technology sector, including the SPDR NYSE Technology ETF, which has gained 38% so far this year as of Friday’s close.

The fund, however, pulled back more than 4% over the past week as investors took profits in AI-linked names. The fund’s second top holding as of Friday’s close is Palantir Technologies, according to State Street’s website. Its stock tumbled more than 11% this week after the company’s earnings report on Monday.

Despite the decline, Paglia reaffirmed her bullish tech view in a statement to CNBC later in the week.

Meanwhile, Todd Rosenbluth suggests a rotation is already starting to grip the market. He points to a renewed appetite for health-care stocks.

“The Health Care Select Sector SPDR Fund… which has been out of favor for much of the year, started a return to favor in October,” the firm’s head of research said in the same interview. “Health care tends to be a more defensive sector, so we’re watching to see if people continue to gravitate towards that as a way of diversifying away from some of those sectors like technology.”

The Health Care Select Sector SPDR Fund, which has been underperforming technology sector this year, is up 5% since Oct. 1. It was also the second-best performing S&P 500 group this week.

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People with ADHD, autism, dyslexia say AI agents are helping them succeed at work

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People with ADHD, autism, dyslexia say AI agents are helping them succeed at work

Neurodiverse professionals may see unique benefits from artificial intelligence tools and agents, research suggests. With AI agent creation booming in 2025, people with conditions like ADHD, autism, dyslexia and more report a more level playing field in the workplace thanks to generative AI.

A recent study from the UK’s Department for Business and Trade found that neurodiverse workers were 25% more satisfied with AI assistants and were more likely to recommend the tool than neurotypical respondents.

“Standing up and walking around during a meeting means that I’m not taking notes, but now AI can come in and synthesize the entire meeting into a transcript and pick out the top-level themes,” said Tara DeZao, senior director of product marketing at enterprise low-code platform provider Pega. DeZao, who was diagnosed with ADHD as an adult, has combination-type ADHD, which includes both inattentive symptoms (time management and executive function issues) and hyperactive symptoms (increased movement).

“I’ve white-knuckled my way through the business world,” DeZao said. “But these tools help so much.”

AI tools in the workplace run the gamut and can have hyper-specific use cases, but solutions like note takers, schedule assistants and in-house communication support are common. Generative AI happens to be particularly adept at skills like communication, time management and executive functioning, creating a built-in benefit for neurodiverse workers who’ve previously had to find ways to fit in among a work culture not built with them in mind.

Because of the skills that neurodiverse individuals can bring to the workplace — hyperfocus, creativity, empathy and niche expertise, just to name a few — some research suggests that organizations prioritizing inclusivity in this space generate nearly one-fifth higher revenue.

AI ethics and neurodiverse workers

“Investing in ethical guardrails, like those that protect and aid neurodivergent workers, is not just the right thing to do,” said Kristi Boyd, an AI specialist with the SAS data ethics practice. “It’s a smart way to make good on your organization’s AI investments.”

Boyd referred to an SAS study which found that companies investing the most in AI governance and guardrails were 1.6 times more likely to see at least double ROI on their AI investments. But Boyd highlighted three risks that companies should be aware of when implementing AI tools with neurodiverse and other individuals in mind: competing needs, unconscious bias and inappropriate disclosure.

“Different neurodiverse conditions may have conflicting needs,” Boyd said. For example, while people with dyslexia may benefit from document readers, people with bipolar disorder or other mental health neurodivergences may benefit from AI-supported scheduling to make the most of productive periods. “By acknowledging these tensions upfront, organizations can create layered accommodations or offer choice-based frameworks that balance competing needs while promoting equity and inclusion,” she explained.

Regarding AI’s unconscious biases, algorithms can (and have been) unintentionally taught to associate neurodivergence with danger, disease or negativity, as outlined in Duke University research. And even today, neurodiversity can still be met with workplace discrimination, making it important for companies to provide safe ways to use these tools without having to unwillingly publicize any individual worker diagnosis.

‘Like somebody turned on the light’

As businesses take accountability for the impact of AI tools in the workplace, Boyd says it’s important to remember to include diverse voices at all stages, implement regular audits and establish safe ways for employees to anonymously report issues.

The work to make AI deployment more equitable, including for neurodivergent people, is just getting started. The nonprofit Humane Intelligence, which focuses on deploying AI for social good, released in early October its Bias Bounty Challenge, where participants can identify biases with the goal of building “more inclusive communication platforms — especially for users with cognitive differences, sensory sensitivities or alternative communication styles.”

For example, emotion AI (when AI identifies human emotions) can help people with difficulty identifying emotions make sense of their meeting partners on video conferencing platforms like Zoom. Still, this technology requires careful attention to bias by ensuring AI agents recognize diverse communication patterns fairly and accurately, rather than embedding harmful assumptions.

DeZao said her ADHD diagnosis felt like “somebody turned on the light in a very, very dark room.”

“One of the most difficult pieces of our hyper-connected, fast world is that we’re all expected to multitask. With my form of ADHD, it’s almost impossible to multitask,” she said.

DeZao says one of AI’s most helpful features is its ability to receive instructions and do its work while the human employee can remain focused on the task at hand. “If I’m working on something and then a new request comes in over Slack or Teams, it just completely knocks me off my thought process,” she said. “Being able to take that request and then outsource it real quick and have it worked on while I continue to work [on my original task] has been a godsend.”

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