Sou Hu Cai Jing·2025-08-11 10:24Group 1 - JD has made significant investments in the embodied intelligence sector, completing its sixth investment in three months, with a strategic lead from JD itself [2] - The company has invested in several prominent teams in the field, including Zhiyuan Robotics, Zhujidongli, Qianxun Intelligent, and others [2] - JD's presence at major tech events, such as WAIC 2025, highlights its commitment to showcasing its advancements in large models and embodied intelligence [2][4] Group 2 - JD's entry into large models is not late, as it launched its Yansai model just a few months after competitors like Baidu and Alibaba [4] - The company has been developing its supercomputing cluster for training large models since 2021, achieving a hundred billion parameter model by 2022 [4] - The investment in large models is substantial, with JD reportedly investing over 170 billion yuan in technology research and development since 2017 [23] Group 3 - JD's new embodied intelligence platform, renamed Joyinside, aims to explore applications across various platforms [11][12] - The company is focusing on integrating humanoid robots into its logistics and warehousing systems, which could enhance operational efficiency [30] - JD's strategy includes a three-year plan to invest over 10 billion yuan in the intelligent robotics sector [28] Group 4 - The company has recognized the need for new model paradigms to address challenges in humanoid robotics, such as perception limitations and decision-making gaps [16] - JD's investments in humanoid robotics are part of a broader trend among major tech firms, including Alibaba and Tencent, to capitalize on the growing demand for embodied intelligence [28] - The Joyinside platform is expected to provide additional capabilities for JD's cloud and AI business, potentially enhancing its competitive edge in the market [30]