腾讯入局具身智能，宇树首批用上“大脑”

Core Viewpoint - Tencent is entering the embodied intelligence trend by developing a modular external brain for robots, rather than engaging in hardware production or commercialization [2][8][22]. Group 1: Tairos Platform Overview - The Tairos platform serves as a general external brain for robots, allowing various manufacturers to access specific capabilities without needing to develop their own hardware [3][10]. - It integrates Tencent's software capabilities in embodied intelligence, including multi-modal perception, planning, and action models [6][12]. - The platform is designed to be modular, enabling robot manufacturers to select and utilize the components that best fit their needs [16][20]. Group 2: Model and Cloud Services - The core of the Tairos platform consists of three main models: multi-modal perception model, planning model, and perception-action joint model, each analogous to parts of the human brain [12][13]. - The platform provides cloud services in a tool platform format for developing, training, testing, and deploying robotic applications [14][17]. - It allows for flexible integration, where manufacturers can use specific models from Tairos to enhance their robots' capabilities [18][19]. Group 3: Strategic Focus and Industry Position - Tencent emphasizes its "three no principles": not producing hardware, not engaging in mass production, and not pursuing commercialization [22][23]. - The company aims to focus on foundational research and exploration in embodied intelligence, rather than limiting itself to hardware development [34][35]. - By collaborating with various robot manufacturers, Tencent seeks to gain insights into industry trends and challenges, enhancing its software offerings [37][39]. Group 4: Future Directions - The future development of embodied intelligence will revolve around the "IDEAS" framework, which includes virtual-real integration, lowering technical barriers, intelligent evolution, agentification, and perception expansion [39][40]. - Tencent's goal is to accelerate the industry towards a pivotal moment in embodied intelligence, akin to the introduction of the iPhone [40][41].