3 6 Ke·2025-08-01 07:40Core Insights - The WAIC (World Artificial Intelligence Conference) showcased a significant increase in the presence of embodied intelligence, with over 90 different robots exhibited compared to only 18 last year [1] - Major Chinese tech companies, including Tencent and JD.com, are actively entering the embodied intelligence sector, focusing on software platforms rather than directly manufacturing robots [6][8] Tencent's Strategy - Tencent's Robotics X lab head, Zhang Zhengyou, announced the company's intention to become a partner for robot manufacturers, emphasizing software development over hardware [2] - Tencent introduced the Tairos platform, which provides software development capabilities for robot manufacturers, focusing on model algorithms and cloud services [14][15] - The Tairos platform includes a three-part model system aimed at enhancing robot capabilities in understanding and executing tasks [14][17] JD.com's Approach - JD.com launched its AI business brand "JoyAI" and has made multiple investments in embodied intelligence companies, aiming to enhance its role beyond just an e-commerce channel [4][9] - The company introduced the "JoyInside" platform, which aims to improve human-robot interaction capabilities through advanced model services [10][11] - JD.com reported a significant increase in sales of intelligent robots, with a 3x growth in self-operated sales and a 17x increase in embodied intelligent robot sales during the "618" shopping festival [13] Industry Trends - Both Tencent and JD.com are focusing on providing foundational infrastructure, such as models and computing power, to support the growth of the embodied intelligence sector [7] - The competition for clients in the embodied intelligence space is intensifying, with both companies positioning themselves as key players in the software and service domains [8]