点击下方 卡片 ，关注" 具身智能 之心 "公众号 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 完整内容欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 ， 这里包含所有你想要的。 前面和大家分享了上次圆桌关于VLA模型、RL、机器人运控与仿真相关的内容，本次我们一起探讨下VLA的部 署情况。 刘斯坦： 接下来，我想过渡一下最后一个话题，是关于模型部署的问题，就是我们把模型部署到机器上， 让它在真机上真正的运作。这方面我相信隋老师是这方面是最最权威的，因为咱们地瓜机器人的板子就是专 门干这个事儿的。地瓜机器人在考虑这个板子的设计，还有算子的导出各种部署量化压缩的 pipeline 之类 的，你们大概是一个怎么样的思路和未来的规划，然后再介绍这块新的板子。 隋伟： ok，地瓜机器人，其实主要就是面向消费机器人和具身智能场景提供这个 AI 芯片，还有一些软件方 案。那现在我们的这个芯片算力是覆盖从5 tops 到560 tops，整个区间其实都有。第一款是我们叫 RDK S100 它是80到120 tops的算力，然后还有一款是最新就是上个月 ...

Group 1 - The core growth engines of the Chinese software industry are identified as AI Agents, multimodal AI models, and model deployment [1] - AI agents are evolving from concepts discussed in enterprise settings to commercially viable products, serving as a new user interface for businesses and knowledge workers [1] - Software vendors are accelerating the integration of AI agents into their professional platforms [1] Group 2 - Analysis of enterprise application project bids from late April to present indicates a robust momentum for projects in Q2 2025 [3] - The release of foundational models like DeepSeek R1 has significantly stimulated demand for privatized AI model deployment among state-owned enterprises, schools, and government clients [3] - AI model deployment projects generally have larger overall scales compared to other ERP or system upgrade projects, often including integrated solutions like computing hardware, which increases contract values [3] Group 3 - Despite solid demand for AI applications on the enterprise side, challenges remain on the consumer side, including low payment conversion rates for consumer-facing AI tools [3] - The revenue contribution from AI functionalities remains small relative to total revenue [3] - AI vendors are continuously pushing multimodal models towards lower costs, higher quality, and longer context, while the acceleration of EDA software localization is seen as a certain growth avenue for AI vendors [3]