Core Viewpoint - The article highlights the rapid accumulation of resources towards a few leading companies in the field of embodied intelligence, particularly focusing on the recent financing activities of X Square Robot and the broader investment landscape in this sector [3][4]. Group 1: Company Overview - X Square Robot has completed nearly 1 billion RMB in A+ round financing, led by Alibaba Cloud and Guoke Investment, with participation from other notable investors [4]. - Founded in December 2023, X Square Robot has completed 7 rounds of financing prior to this, totaling over 1 billion RMB [4]. - The company focuses on training end-to-end embodied large models using real data, distinguishing itself from others that may emphasize hardware or software separately [6]. Group 2: Technology and Product Development - X Square Robot released the Quanta X2, a wheeled humanoid robot with 62 degrees of freedom and tactile perception capabilities, designed to operate within a 0-2 meter workspace [6]. - The company has developed the WALL-A series VLA (Vision-Language-Action) model, aiming to create a unified cognitive and action framework for robots [7]. - An open-source embodied intelligence model, Wall-OSS, has been launched, allowing developers to fine-tune and apply the model on their own robotic platforms [7]. Group 3: Investment Landscape - The embodied intelligence sector has seen multiple financing events of around 500 million RMB this year, with significant investments in companies like Yushu, Galaxy General, and Qianxun Intelligent [8]. - Government policies have increasingly recognized artificial intelligence and robotics as strategic development areas, with "embodied intelligence" being included in government work reports for the first time this year [8]. - Major tech companies and state-owned capital have become key investors in the sector, with Alibaba and JD actively investing in various embodied intelligence firms [8][9].
晚点独家丨阿里云首次出手具身智能,自变量完成近 10 亿元新融资
晚点LatePost·2025-09-08 12:11