Group 1 - The WAIC (World Artificial Intelligence Conference) showcased a significant increase in the number of exhibiting humanoid robots, from 18 last year to over 90 this year, indicating a growing interest in embodied intelligence [1] - Tencent and JD.com are both entering the embodied intelligence sector, with Tencent's Robotics X lab head announcing Tencent's intention to become a partner for robot manufacturers [1][3] - JD.com launched its AI business brand "JoyAI" during WAIC and has made multiple investments in embodied intelligence companies, emphasizing the importance of branding their investments [3][4] Group 2 - Both Tencent and JD.com plan to act as software platforms rather than directly manufacturing robots, focusing on integrating their existing technological capabilities into robotic applications [4][5] - The competition for clients in the embodied intelligence sector is intensifying, as both companies aim to capitalize on the growing demand for AI capabilities in robotics [6] - JD.com aims to enhance human-robot interaction capabilities and has introduced the "JoyInside" platform, which leverages extensive data from its customer service and digital interactions [8][10] Group 3 - Tencent introduced the "Tairos" platform, which provides software development capabilities for robot manufacturers, focusing on model algorithms and cloud services [13][14] - The Tairos platform includes three types of large models: planning, perception, and action, aimed at addressing the challenges in deploying embodied intelligence [14][16] - Tencent emphasizes a modular approach, allowing manufacturers to select specific capabilities based on their strengths, while maintaining a neutral platform to foster industry growth [18]

Core Insights - The WAIC (World Artificial Intelligence Conference) showcased a significant increase in the presence of embodied intelligence, with over 90 different robots exhibited compared to only 18 last year [1] - Major Chinese tech companies, including Tencent and JD.com, are actively entering the embodied intelligence sector, focusing on software platforms rather than directly manufacturing robots [6][8] Tencent's Strategy - Tencent's Robotics X lab head, Zhang Zhengyou, announced the company's intention to become a partner for robot manufacturers, emphasizing software development over hardware [2] - Tencent introduced the Tairos platform, which provides software development capabilities for robot manufacturers, focusing on model algorithms and cloud services [14][15] - The Tairos platform includes a three-part model system aimed at enhancing robot capabilities in understanding and executing tasks [14][17] JD.com's Approach - JD.com launched its AI business brand "JoyAI" and has made multiple investments in embodied intelligence companies, aiming to enhance its role beyond just an e-commerce channel [4][9] - The company introduced the "JoyInside" platform, which aims to improve human-robot interaction capabilities through advanced model services [10][11] - JD.com reported a significant increase in sales of intelligent robots, with a 3x growth in self-operated sales and a 17x increase in embodied intelligent robot sales during the "618" shopping festival [13] Industry Trends - Both Tencent and JD.com are focusing on providing foundational infrastructure, such as models and computing power, to support the growth of the embodied intelligence sector [7] - The competition for clients in the embodied intelligence space is intensifying, with both companies positioning themselves as key players in the software and service domains [8]

Core Insights - JD.com is making significant investments in the field of embodied intelligence, having invested in five robotics companies in the past three months, indicating a strategic long-term commitment to this area [1][5] - The company views embodied intelligence as a crucial part of its service ecosystem, which will benefit from advancements in this technology [5] - JD.com has a broad perspective on embodied intelligence, not limited to humanoid robots, but encompassing various forms of interaction and intelligence [1][5] Investment Strategy - JD.com has publicly shared its strategic thinking behind its investments in embodied intelligence, emphasizing long-term commitment and the importance of user experience [4][5] - The company aims to create an open robotics ecosystem and position itself as a friend to the industry [2][5] - The brand "JoyInside" has been introduced to enhance the interaction capabilities of robots and AI devices [1][2] Market Potential - The market for embodied intelligence is expected to expand significantly, moving from industrial applications to more general consumer scenarios, including humanoid robots and robotic pets [7][8] - JD.com believes that the future market for these technologies could grow by one to two orders of magnitude compared to current industrial applications [7] Technological Development - The company identifies three core modules of embodied intelligence: a control system for movement (the "small brain"), a cognitive system (the "big brain"), and input/output interaction capabilities [7] - JD.com is optimistic about the rapid maturation of robotics technology once it reaches the consumer market, drawing parallels to the evolution of the automotive industry [8][9] AI Integration - JD.com has upgraded its AI model brand to "JoyAI," which includes a range of models from 3 billion to 750 billion parameters, aiming for world-class performance [2][10] - The company has over a thousand internal use cases for its AI models, indicating a strong focus on generating commercial value from its technology [10] Consumer Engagement - JD.com is exploring the potential of robotic pets, which could serve as companions and knowledge tools, enhancing user interaction and experience [11] - The company envisions these robotic pets as not only companions but also as functional tools, similar to a walking search engine [11]

Group 1 - RoboScience completed nearly 200 million yuan angel round financing, led by JD.com, with participation from other investors [1] - JD.com has invested in five robotics companies in the past three months, indicating a significant push into the embodied intelligence sector [1][2] - JD.com's strategy for embodied intelligence is long-term, viewing it as a crucial part of its service ecosystem [1][4] Group 2 - JD.com announced the launch of its embodied intelligence brand JoyInside during the World Artificial Intelligence Conference (WAIC), collaborating with several mainstream robotics brands [2] - The company upgraded its large model brand to JoyAI, covering models from 3 billion to 750 billion parameters [2] Group 3 - JD.com aims to create an open robotics ecosystem, emphasizing user experience as a core component of embodied intelligence [3][4] - The company identifies three core modules of embodied intelligence: a control system for movement, a cognitive system (brain), and an interaction system (IO) [6] Group 4 - JD.com sees vast market potential for embodied intelligence, predicting a significant shift from industrial applications to consumer-facing services [6][7] - The company believes that once robotics technology reaches the consumer market, its development will accelerate rapidly [7] Group 5 - JD.com positions itself to achieve world-class standards in AI, with its 750 billion parameter model already ranking among the top globally [8] - The company has over a thousand internal use cases for its large models, with a preference for its in-house developed models [8] Group 6 - JD.com is exploring the consumer pet market with its robotic dog, which could serve as a "walking search engine" and provide companionship [9][10][11] - The robotic dog is designed to have high emotional and intellectual interaction capabilities, expanding its usability beyond traditional pet roles [10][11]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) showcased significant advancements in AI by JD.com, including the upgrade of the Yanxi model to JoyAI and the launch of the JoyAgent intelligent agent [2] - JD.com has formed partnerships with numerous leading robotics brands and has made substantial investments in AI and robotics technology, indicating a strong commitment to the development of embodied intelligence [6][8] Company Developments - JD.com has developed a high-expandable embodied intelligence system architecture, achieving an 80% success rate in practical applications such as coffee robots [6] - The company has established a dedicated business unit for embodied intelligence and has recruited talent in this field to explore its feasibility [7] - JD.com has multiple foundational large models, including a 30 billion parameter model and a 750 billion parameter model, which are being applied across various sectors [5] Market Strategy - JD.com aims to avoid unhealthy competition in the AI model market, advocating for a focus on creating unique value in specific applications rather than engaging in price wars [3] - The company is promoting the "embodied intelligence" concept, which encompasses a wide range of interactive robots and devices, not limited to humanoid robots [7][8] - JD.com is actively seeking partnerships to accelerate industry development through its JoyInside platform, which offers a comprehensive solution for AI toys and smart hardware [8] Future Outlook - The company envisions a future where robots serve as companions and knowledge tools, potentially transforming everyday life by integrating into various service roles [10] - JD.com believes that the path to developing embodied intelligence will mirror the evolution of autonomous driving, emphasizing the importance of data collection and technology advancement [9]