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Baidu's Shen Dou: Embodied AI costs will drop significantly, future pricing may be based on tokens
People’s Financial News, March 25 — On March 25, at the Boao Asia Forum 2026 Annual Conference, Shen Dou, Executive Vice President of Baidu Group and President of Baidu Intelligent Cloud Business Group, stated that embodied intelligence currently faces bottlenecks in three areas: ontology, data, and models, which need to be overcome. China has the most complete supply chain system, the largest engineering talent dividend, and globally leading cost control capabilities, along with abundant demand. In the future, costs will be significantly reduced, making embodied intelligence a standard industrial category first. Shen Dou also mentioned that the cost of robots will greatly decrease in the future and may also be billed based on tokens.