深圳AI硬件创业有多火？投资人争抢大疆系，项目未动估值先起飞

Group 1 - OpenAI plans to launch a series of small AI hardware devices in the second half of this year, with other tech giants like Apple and ByteDance also entering the AI hardware space [1][3] - The AI hardware market is experiencing a surge in interest, particularly in Shenzhen, where many investors are shifting focus from software to hardware, indicating a growing trend in AI hardware investment [3][9] - The emergence of "Robot Valley" in Shenzhen is attracting significant investment in robotics and AI hardware, with many startups led by teams from established hardware companies like DJI [4][5] Group 2 - Investors are particularly interested in teams with backgrounds in major hardware companies, as these teams are perceived to have a deeper understanding of the industry and a higher likelihood of success [6][7] - The valuation logic for hardware projects has changed significantly, with early-stage projects achieving valuations that previously only established companies could reach, driven by market enthusiasm [8][9] - AI hardware projects, including AI toys and wearable devices, are gaining traction, with many startups in Shenzhen already seeing substantial sales and interest from investors [11][12] Group 3 - The integration of AI into traditional hardware is creating new opportunities, with companies exploring how AI can enhance user interaction and product functionality [16][18] - There is a concern among investors that the term "AI" is being overused in the hardware sector, leading to potential market bubbles where projects may not deliver real value [18] - The competition for investment in AI hardware is intense, with many projects receiving multiple rounds of funding even at early stages, reflecting a strong demand for innovative solutions in the market [7][8]