2 1 Shi Ji Jing Ji Bao Dao·2025-11-27 03:43Core Insights - Tencent identifies a significant imbalance between hardware and software investments in the robotics industry, creating an opportunity for its entry into embodied intelligence [1][3] - Tencent is pursuing a differentiated strategy in the embodied intelligence sector, opting not to manufacture robotic hardware but to provide a full-stack solution that includes models, development tools, and underlying computing power [2][3] Group 1: Industry Trends - The embodied intelligence sector has attracted nearly 20 billion yuan in investments over the past six months, while the hardware segment faces intense competition [2] - Major events such as the Spring Festival Gala featuring humanoid robots have sparked renewed interest and investment in the embodied intelligence field [3] Group 2: Tencent's Strategy - Tencent's Robotics X lab, established in 2018, has been a pioneer in the robotics industry, continuously developing prototype products over the past seven years [3] - The company has launched the Tairos platform, which offers modular multi-modal perception, planning, and action models, effectively serving as the "brain" for robots [4] Group 3: Technological Challenges - The development of embodied intelligence is a complex system engineering challenge that requires substantial investment in foundational models, data collection, and deployment processes [3][6] - The current leading VLA (Vision-Language-Action) models require extensive training data, with single interaction trajectories potentially reaching hundreds of megabytes, impacting model iteration efficiency and competitive scalability [4][5] Group 4: Collaboration and Solutions - Tencent Cloud has partnered with Lingchu Intelligent to enhance VLA model training efficiency by over 50% and reduce storage costs by 70% through advanced computing and storage solutions [5][6] - The collaboration aims to address the industry's data scarcity challenge, with the need for high-quality "real machine data" and "human data" being critical for breakthroughs [6] Group 5: Engineering and Optimization - Transitioning embodied intelligence from the lab to real-world applications presents significant IT engineering challenges, such as the need for rapid response times in industrial settings [7] - Tencent has leveraged its real-time audio and video technology to reduce end-to-end latency in robotic operations to under 100 milliseconds, enhancing operational fluidity [7]