虎嗅APP·2025-07-06 03:31Core Viewpoint - The article discusses the rise of embodied intelligence and the critical role of data providers, like CyberOrigin, in the robotics industry, emphasizing that data is the new oil for the development of humanoid robots [3][5][23]. Group 1: Industry Trends - The emergence of embodied AI has led to significant interest from major companies like Tesla and NVIDIA, which are now focusing on humanoid robot development [11][20]. - The Transformer architecture has revolutionized the robotics field by enabling better spatial understanding and generalization capabilities, allowing robots to learn from vast amounts of data [12][13][14]. Group 2: Company Insights - CyberOrigin, founded by Yin Peng, aims to become a leading data supplier for humanoid robots, focusing on real-world interaction data rather than just hardware [5][22]. - The company has established partnerships with major AI firms and is actively collecting millions of hours of real-world data to enhance robot training [25][26][29]. Group 3: Data Importance - Data is essential for the evolution of both the physical robot and its cognitive capabilities, with the analogy that models are engines while data is the fuel [23][24]. - The company prioritizes collecting real-world data over synthetic data, believing that authentic data significantly improves model training outcomes [26][27]. Group 4: Challenges and Opportunities - The robotics industry is currently in a chaotic phase, with many new entrants recognizing the value of data, leading to increased competition [51]. - The company acknowledges the long commercial chain in the robotics sector but believes that data can quickly form a commercial loop, making it a strategic focus [22][23].