36氪·2025-08-02 01:19Core Viewpoint - The article discusses the rapid advancements and competitive landscape in the field of embodied intelligence, highlighting the aggressive strategies of major internet companies like Tencent and JD.com in this emerging sector [5][15]. Group 1: Industry Trends - The WAIC (World Artificial Intelligence Conference) showcased a significant increase in the number of robotic exhibits, from 18 last year to over 90 this year, indicating a growing interest in embodied intelligence [6]. - The competition in embodied intelligence is intensifying, with major players like Tencent and JD.com positioning themselves as software platform providers rather than direct manufacturers of robots [13][15]. Group 2: JD.com's Strategy - JD.com aims to penetrate deeper into the robotics sector, not just as a sales channel but also by enhancing human-robot interaction capabilities through its JoyInside platform [18][20]. - The JoyInside platform integrates various multimodal capabilities, allowing for features like proactive dialogue and emotional detection, which are essential for modern consumer expectations of robots [21][22]. - JD.com reported a significant increase in sales, with its self-operated intelligent robots seeing a threefold increase during the "618" shopping festival, and embodied intelligent robot sales growing 17 times [24]. Group 3: Tencent's Approach - Tencent's Robotics X lab has developed various robotic prototypes but focuses primarily on software solutions, launching the Tairos platform to provide development capabilities for robot manufacturers [28][29]. - The Tairos platform includes a model algorithm and cloud service, aiming to address the challenges in deploying embodied intelligence from model training to real-world application [30][33]. - Tencent emphasizes a modular approach, allowing manufacturers to select specific capabilities based on their strengths, while maintaining a neutral platform to foster industry growth [39].