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Baidu's Robin Li: The next act of artificial intelligence is the intelligent organization; organizational intelligence will be an…

ITHome On-site report on November 12: At today's Baidu World Conference 2026 event, Baidu founder Robin Li delivered a speech, predicting that the next act of artificial intelligence isintelligent organization。

Li said that ten years ago, in 2016, he made a judgment that the next act would be artificial intelligence. That year's Baidu World Conference was themed "artificial intelligence is the new electricity". Today, that statement has certainly become a consensus. Looking back at the decade from 2016 to 2026, it was precisely the decade in which artificial intelligence technology formed an independent technology stack.

Li introduced that the traditional IT technology stack is generally considered a three-layer architecture, including chips at the bottom layer, operating systems in the middle layer, and software on the top layer.

But the technology stack of the AI era is centered on the GPU: cloud infrastructure is layered on top of the chip layer, the model layer sits above the cloud, and above the models is an application layer centered on agents. "The industry also has what is called the five-layer cake theory, whose leading figure is NVIDIA founder Jensen Huang, who added an energy layer on top of this four-layer architecture."

Li said that if the upstream of AI technology is energy, then what is the downstream of AI technology? He believes it is organizational capability—an AI-native organizational system different from the currently prevailing hierarchy, which he calls the intelligent organization.If AI is the new electricity, then the intelligent organization is the new factory building of the AI era, the place where productivity truly happens. Only when organizational methods matching AI's various new capabilities are implemented will productivity improve dramatically and the economy grow at an accelerated pace.

Li called on thatno enterprise can treat AI merely as a tool for personal efficiency; rather, digital employees must truly enter the business, entering every aspect such as sales, customer service, R&D, and operations.

ITHome learned at the conference site that Li stated "organizational intelligence is the enterprise's deepest moat", and mentioned three new principles of organizational evolution:

  • break down job boundaries to unleash organizational vitality

  • accumulate tacit knowledge to build organizational intelligence

  • design closed-loop processes to drive organizational evolution

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