I highly doubt Google/Baidu will get into business of recognizing manufacturing defects in fidget spinners or analyzing sensory data
They will build platforms for:
- IoT - single robotic KIT/SDK, which allows you to easily install sensors and integrate data into rest of the platform
- Cloud ML - image recognition/models optimization - will allow to train model and detect defects from previous step by two mouse clicks
and take a lot of added value from small companies.