CloudRobo发布，不“造人”的「华为」持续加码人形机器人赛道！

Core Viewpoint - Huawei is making significant strides in the field of embodied intelligence with the launch of its CloudRobo platform, aiming to integrate AI capabilities into various robotic applications and enhance the ecosystem of intelligent robots [3][20][24]. Group 1: CloudRobo Platform - The CloudRobo platform focuses on providing cloud-based computing and intelligence for robots, emphasizing that Huawei will not manufacture robots but will support manufacturers with cloud services [3][12]. - The platform integrates multi-modal capabilities and end-to-end functionalities, including data synthesis, model development, and safety supervision, to accelerate innovation in embodied intelligence [8][14]. - It features three core models: embodied multi-modal generation model, embodied planning model, and embodied execution model, which enhance the training efficiency and operational capabilities of intelligent robots [8][14]. Group 2: Partnerships and Collaborations - Huawei has established partnerships with 16 companies in the robotics sector, including Leju Robotics and Zhaowei Electromechanical, to foster innovation in embodied intelligence [3][24]. - The company has signed cooperation agreements with leading robotics firms, such as Ubiquity Robotics, to explore applications of its AI models in humanoid robots [19][24]. Group 3: Market Position and Competitors - Major global players in the embodied intelligence sector include Nvidia and Tesla, with Huawei positioned as a leading domestic competitor aiming to replicate Nvidia's strategy [14][15]. - The market for humanoid robots is projected to reach $5 trillion, with companies that integrate the robot's brain, body, and ecosystem being the most valuable [15][19]. Group 4: Investment and Development - Huawei has been actively investing in humanoid robotics, marking its first investment in the sector with a stake in Qianxun Intelligent [19][26]. - The company has also increased its capital in its robotics subsidiary, Dongguan Jimu Technology, from 870 million to 3.89 billion yuan, indicating a strong commitment to the robotics field [26].