Baidu to Open Source ERNIE AI Model, Signaling Major Shift in Global AI Competition

Baidu will begin open-sourcing its ERNIE large language model on Monday, marking a significant strategic turn for China’s AI sector and intensifying the global race for generative AI dominance. The move, confirmed by a company spokesperson, will be implemented gradually and could represent China’s most disruptive open-source development since DeepSeek’s emergence.

Historically opposed to open-sourcing, Baidu’s pivot comes amid increasing pressure from competitive, lower-cost open models. Analysts suggest the decision challenges proprietary approaches favored by U.S. leaders like OpenAI and Anthropic, especially as cost and localization become priorities for global developers.

Backed by CEO Robin Li, ERNIE’s rollout aims to undercut rivals on price while offering comparable performance. Industry figures warn it could reshape global pricing and deployment models — fueling broader adoption of Chinese-developed AI tools worldwide.

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