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AI chipmakers are suddenly inseparable in investors’ minds. Companies that control the chips powering large language models can capture outsized growth, and sometimes that promise is best realized by spinning a unit out so the market can value it on its own. Big-cap tech spinoffs have a history of unlocking shareholder value, but they also carry execution and regulatory risk.
That’s precisely what’s on the table at Baidu (BIDU). The company has confirmed it is assessing a spinoff and potential listing of its AI chip division, Kunlunxin, which was recently valued at roughly $3 billion after a new funding round. Early reports suggest the unit could file for a Hong Kong IPO as soon as Q1 2026. With Baidu shares already climbing on the news, investors are asking a key question: Should you buy, sell, or hold BIDU stock now? Let's find out.
