3 6 Ke·2025-08-01 08:22Group 1 - The WAIC (World Artificial Intelligence Conference) showcased a significant increase in the number of exhibiting humanoid robots, from 18 last year to over 90 this year, indicating a growing interest in embodied intelligence [1] - Tencent and JD.com are both entering the embodied intelligence sector, with Tencent's Robotics X lab head announcing Tencent's intention to become a partner for robot manufacturers [1][3] - JD.com launched its AI business brand "JoyAI" during WAIC and has made multiple investments in embodied intelligence companies, emphasizing the importance of branding their investments [3][4] Group 2 - Both Tencent and JD.com plan to act as software platforms rather than directly manufacturing robots, focusing on integrating their existing technological capabilities into robotic applications [4][5] - The competition for clients in the embodied intelligence sector is intensifying, as both companies aim to capitalize on the growing demand for AI capabilities in robotics [6] - JD.com aims to enhance human-robot interaction capabilities and has introduced the "JoyInside" platform, which leverages extensive data from its customer service and digital interactions [8][10] Group 3 - Tencent introduced the "Tairos" platform, which provides software development capabilities for robot manufacturers, focusing on model algorithms and cloud services [13][14] - The Tairos platform includes three types of large models: planning, perception, and action, aimed at addressing the challenges in deploying embodied intelligence [14][16] - Tencent emphasizes a modular approach, allowing manufacturers to select specific capabilities based on their strengths, while maintaining a neutral platform to foster industry growth [18]