Uber has officially integrated Baidu’s Apollo Go robotaxis into its Dubai fleet as of February 10, 2026, driving a 0.47% stock increase to $147.66. Analysts from Jefferies and Citi view this international rollout as a critical validator of Baidu’s expanding AI ecosystem.
- The commercial launch follows Baidu securing the first driverless testing permit in Dubai and establishing successful operations in Abu Dhabi.
- This global expansion coincides with the upcoming spin-off of Baidu’s Kunlunxin chip subsidiary, further strengthening its market position.