具身智能“交流灵魂”灵矽AI发布，七牛云入局端侧AI赛道或将重构估值

Core Viewpoint - The launch of Qiniu Cloud's "Lingxi AI" marks a significant advancement in the field of embodied AI, focusing on enhancing natural interaction capabilities, which are crucial for the practical application of embodied intelligence [1][6]. Group 1: Product Launch and Features - Qiniu Cloud officially launched its next-generation intelligent hardware natural interaction solution "Lingxi AI" on August 15, targeting the core bottleneck of natural interaction capabilities in embodied AI [1]. - "Lingxi AI" is an open interaction platform designed for hardware manufacturers and developers, aiming to simplify AI hardware development by providing end-to-end solutions [3]. - The platform features a multi-model plug-and-play capability, allowing seamless switching between major models like DeepSeek and Tongyi Qianwen, enabling developers to avoid committing to a single technology route [4]. Group 2: Technical Innovations - "Lingxi AI" incorporates advanced voice recognition and generation technologies, creating a complete voice interaction chain that includes user identification and emotional expression [5]. - The system achieves ultra-low latency interactions of less than 600ms, significantly improving the fluidity of conversations to rival human interactions [5]. - It supports personalized voice cloning with just a 10-second voice sample, enhancing user immersion and personalization [5]. Group 3: Market Potential and Strategic Positioning - The global personal smart audio device shipment is projected to reach 533 million units in 2024, driven by the demand for personalized and immediate intelligent interactions [2]. - "Lingxi AI" has high application potential in rapidly growing sectors such as education, smart home, and robotics, addressing the need for emotional engagement and natural language control [6]. - The global humanoid robot market is expected to exceed $150 billion by 2035, highlighting the importance of achieving human-like natural interaction for commercial viability in embodied intelligence [6]. Group 4: Business Model and Valuation Impact - The introduction of "Lingxi AI" allows Qiniu Cloud to transition from a cloud service provider to a core player in the interaction layer, enhancing its position in the industry value chain [7]. - This strategic shift is expected to reshape Qiniu Cloud's valuation logic from a scale-driven cloud vendor model to a high-margin, ecosystem-driven AI platform model [9]. - The company's revenue structure is set to diversify from solely cloud resource leasing to include licensing fees, usage fees, and revenue sharing, increasing its long-term ecosystem value [9].