Core Insights - The company, Ruiman Intelligent, showcased its core capabilities of "hardware + data + remote operation network" at CES 2026, positioning itself as a system-level infrastructure platform for the era of embodied intelligence [1] - The company revealed its self-developed integrated joint module and ultra-lightweight humanoid robotic arm, which has an average fault-free operation time of 50,000 hours and has passed relevant compliance certifications [1] - A seven-degree-of-freedom humanoid robotic arm (RX series) has a rated load capacity of 5 kilograms and a maximum load capacity of 9 kilograms [1] - The highlight of the exhibition was the first public demonstration of the remote operation network (GLN), enabling real-time remote operation from Beijing to Las Vegas, allowing operators to control robots for tasks like item delivery [1] - The GLN aims to transform human operational capabilities into a networked service that can be scheduled and quality-checked, facilitating cross-temporal and spatial allocation of labor resources while accumulating real-world scenario data for technological iteration [1] - The immersive remote operation interface allows operators to command robots in real-time for various tasks, ranging from simple tasks like folding towels to specialized operations like corridor inspections and power management [1] Data and Production Capacity - The company has accumulated tens of millions of trajectory data segments at its humanoid robot data training center in Beijing and announced the open-sourcing of related real machine datasets [2] - To support global delivery of its hardware products, the company plans to achieve an annual production capacity of one million joint modules by 2026 [2] - The company's business has expanded globally, establishing partnerships with major firms such as Samsung and Amazon [2]

2025年9月，自变量机器人还开源了端到端具身基础模型WALL-OSS，以推动技术普及。 在数据层面，自变量机器人作为国内最早规模化采集真机数据的公司，自研了主从遥操、外骨骼等多种 数据采集设备，建立了模型驱动的数据管线。 1月12日，记者获悉，自变量机器人已于近期完成10亿元A++轮融资。本轮融资由字节跳动、红杉中 国、北京信息产业发展基金、深创投、南山战新投、锡创投等顶级投资机构及多元地方平台联合投资。 据悉，这也是深创投AI基金成立以来的第一笔投资。 值得关注的是，除字节跳动外，自变量此前也曾先后获得美团、阿里的投资，在2025年9月自变量机器 人曾宣布完成10亿元融资，投资方包括美团、阿里投资，使自变量成为国内唯一同时被这三家互联网大 厂投资的具身智能企业。 自变量机器人成立于2023年12月，主要聚焦于"通用具身大模型"的研发，为机器人提供通用大模型底 座。致力于构建统一感知、规划与控制的一体化系统架构；为机器人构建一个通用的大脑-小脑系统， 提供从感知到动作的端到端能力。 自变量机器人自研的WALL-A模型采用了VLA与世界模型深度融合的架构。该模型以机器人的视觉、触 觉、语音等感知信息为输入，直 ...

1月12日上午消息，自变量机器人宣布于近期完成10亿元A++轮融资。本轮融资由字节跳动、红杉中 国、北京信息产业发展基金、深创投、南山战新投、锡创投等顶级投资机构及多元地方平台联合投资。 ...

新浪科技讯 1月12日上午消息，自变量机器人宣布于近期完成10亿元A++轮融资。本轮融资由字节跳 动、红杉中国、北京信息产业发展基金、深创投、南山战新投、锡创投等顶级投资机构及多元地方平台 联合投资。 据悉，这也是深创投AI基金成立以来的第一笔投资。值得关注的是，除字节外，自变量此前也曾先后 获得美团、阿里的投资，是国内唯一同时被这三家互联网大厂投资的具身智能企业。跨领域资本的协同 下注，印证了对自变量技术领先性与发展潜力的深度认可。 自变量机器人创始人兼CEO王潜表示："具身智能的下一阶段竞争，本质上还是数据闭环构建的基础模 型与模型进化能力的竞争"。在这个判断下，全球正在从数据、模型、算力等多个方面加快投入，快速 推进具身智能的发展。（文猛） 责任编辑：宋雅芳 新浪科技讯 1月12日上午消息，自变量机器人宣布于近期完成10亿元A++轮融资。本轮融资由字节跳 动、红杉中国、北京信息产业发展基金、深创投、南山战新投、锡创投等顶级投资机构及多元地方平台 联合投资。 据悉，这也是深创投AI基金成立以来的第一笔投资。值得关注的是，除字节外，自变量此前也曾先后 获得美团、阿里的投资，是国内唯一同时被这三家互联网大厂投 ...

Core Viewpoint - Faraday Future Intelligent Electric Inc. is advancing its strategy in embodied AI robotics and electric vehicles, with significant announcements regarding product launches and market expansion planned for 2026 [1][3][4]. Group 1: Business Updates - The company held the FF Stockholders' Day event on January 7, 2026, where it discussed plans for the mass production and sales of the FX Super One and unveiled its Embodied AI Robotics strategy [3]. - A final launch of the first EAI robotics products is scheduled for February 4, 2026, at the NADA Show in Las Vegas, marking the official start of sales [3][6]. - The FX Super One will expand its pre-order pipeline and market coverage to ten key states, aiming to lead the EAI-MPV era across the U.S. and the Middle East [6][8]. Group 2: Strategic Drivers - External drivers for the EAI robotics announcement include high labor costs in the U.S., the transition of EAI robotics from research to real-world deployment, and the recognition of embodied intelligence as a national strategic capability [4][5]. - Internal drivers include the integration of AI into the company's DNA, the evolution of the vehicle-as-robot concept, and the potential for a high price-performance ratio in EAI robotics products [6][7]. Group 3: Financial and Capital Targets - The company aims to achieve dual growth in revenue and contribution margin, reach positive operating cash flow, and move towards profitability by 2026 [10]. - Faraday Future plans to maximize shareholder value by achieving its market cap targets and actively seeking strategic investors and acquisition opportunities [9]. Group 4: System and Operational Goals - The company will solidify its dual-public-company governance framework and continue building an AI-driven operating system [11]. - Seven critical battles have been identified to focus efforts on user ecosystem, product power, R&D, compliance, value restoration, market expansion, and system building [11][12][13][14][15][16]. Group 5: Future Outlook - The company is committed to promoting the synergy between its EAI and Crypto initiatives, aiming for a robust delivery and ramp-up of EAI EV and robotics products in 2026 [18]. - Faraday Future emphasizes continuous innovation and delivery to meet stakeholder expectations and enhance trust and confidence through results [18].

Core Viewpoint - Faraday Future Intelligent Electric Inc. is advancing its strategy in embodied AI robotics, with significant announcements regarding product launches and market expansion planned for 2026 [3][4][8]. Business Update - The company held the FF Stockholders' Day event on January 7, 2026, where it discussed plans for the mass production and sales of the FX Super One, alongside the unveiling of its Embodied AI Robotics strategy [3][4]. - A final launch of the first EAI robotics products is scheduled for February 4, 2026, at the NADA Show in Las Vegas, marking the official start of sales [3][4]. External Drivers - High labor costs in the U.S. are driving demand for embodied AI robotics, making it a significant market opportunity [4]. - The field of EAI robotics is transitioning from research to real-world deployment, indicating a critical inflection point is approaching [4]. - Embodied intelligence is becoming a national strategic capability, comparable to AI and semiconductors [5]. Internal Drivers - The robotics initiative is a natural extension of the company's AI foundation and the evolution of the vehicle-as-robot concept [6]. - The company aims to integrate a global EAI supply chain to deliver high-performance robots, addressing market gaps [6]. - The AI robotics business requires lighter investment and promises quicker positive cash flow generation [7]. Strategic and Business Targets - The FX Super One will expand its pre-order pipeline and market coverage to ten key states, leading the EAI-MPV era in the U.S. and the Middle East [8]. - The company aims to become the first in the U.S. to deliver humanoid robots with positive gross margins [8]. Capital Targets - Faraday Future is focused on achieving its 2026 market cap targets and attracting strategic investors to enhance its EAI ecosystem [9]. Financial Targets - The company aims for dual growth in revenue and contribution margin, with a goal of reaching positive operating cash flow as soon as possible [10]. System Build-up Targets - The company plans to solidify its dual-public-company governance framework and continue developing an AI-driven operating system [11]. Critical Battles - The company will focus on user ecosystem development, product innovation, compliance, mass production, value restoration, market expansion, and efficient execution [11][12][13][14][15][16]. Future Outlook - Faraday Future is committed to mutual empowerment between its EAI and crypto initiatives, aiming for a successful delivery and ramp-up of EAI products in 2026 [18].

Core Insights - The article discusses the advancements in embodied intelligence, particularly focusing on the Spirit v1.5 model developed by Qianxun Intelligent, which has achieved significant milestones in both performance evaluation and real-world application [1][4][20]. Group 1: Model Performance and Evaluation - The Spirit v1.5 model ranks first in the RoboChallenge leaderboard with a score of 66.09 and a success rate of 50.33%, surpassing the previous leader Pi0.5, which scored 61.84 with a 42.67% success rate [2][11]. - RoboChallenge is highlighted as a unique evaluation platform that addresses the fragmentation and lack of standardization in traditional robot testing, providing a fair assessment environment through unified task standards and evaluation metrics [5][7]. - The evaluation includes 30 real-world tasks, such as flower arrangement and sandwich making, which test various technical challenges like 3D positioning and occlusion handling [9][10]. Group 2: Real-World Application - The humanoid robot "Xiao Mo," equipped with the Spirit v1.5 model, has been deployed in the Ningde Times production line for new energy battery PACK production, marking a significant achievement in validating the model's performance in industrial settings [4][19]. - Xiao Mo has demonstrated a connection success rate of over 99% in critical tasks, significantly improving operational efficiency by three times compared to human workers, while also mitigating safety risks associated with manual operations [19][23]. Group 3: Industry Implications - The advancements made by Qianxun Intelligent signify a shift in the embodied intelligence industry, where the technology is now capable of both high performance in evaluations and practical application in industrial environments, addressing the disconnect between technology and industry [20][23]. - The success of the Spirit v1.5 model indicates that domestic embodied models can compete with international counterparts, providing a reliable option for automation projects and reducing implementation risks for system integrators [26][28]. - This breakthrough is seen as a key to driving industrial transformation in China, marking the transition from a phase of technological exploration to practical application in the field of robotics [24][28].

将投中网设为"星标⭐"，第一时间收获最新推送 总之，互联网大厂、顶级VC和地方政府抱团下注，一方面说明，资本市场对具身基础模型重要性已经达成集体共识，另一方 面，也印证了资本对自变量这家公司技术和发展潜力的认可。正如我们此前在《具身智能创始人，找我面试了》里写过的，当 下具身企业已经出现分层，投资人更多是在已经上牌桌的那几家里选择自己相信的创始人和技术路径。 作者丨刘燕秋 来源丨投中网 投中网独家获悉，自变量机器人已于近期完成10亿元A++轮融资。本轮融资由字节跳动、红杉中国、深创投、北京信息产业发 展基金、南山战新投、锡创投等顶级投资机构及多元地方平台联合投资。 除字节外，自变量此前也曾先后获得美团、阿里的投资，由此成为国内唯一同时被这三家互联网大厂投资的具身智能企业。 阿里和美团，此前都押注了不少具身企业。在这轮投资竞赛中，字节倒是鲜少出手，毕竟具身和机器人看起来跟字节的主业关 联没那么大，这个小背景也为此次出资增添了看点。 再捋捋本轮的其他投资方。红杉也出现在去年9月公布的那轮A+轮投资人名单里，所以，此次算是顶级VC二次出手自变量。 有别于在AI上的高出手频率，红杉在具身和机器人赛道上颇为谨慎，宇树和 ...

IT之家 1 月 11 日消息，埃隆・马斯克声称，特斯拉的擎天柱（Optimus）人形机器人将在短短三年内，超越全球最顶尖的人类外科医生。 这位特斯拉首席执行官是在接受美国医生兼工程师彼得・戴曼迪斯采访时作出这一表态的，后者主持着播客节目《大胆构想》。 马斯克表示："目前全球正面临医生和优秀外科医生短缺的问题。" 他还说："培养一名优秀医生需要耗费极其漫长的时间，即便学成之后，医学知识仍在不断更新迭代，医生很难做到面面俱到。他们的时间有限，难免会出 现失误。你想想，世界上能有多少顶尖外科医生？其实并不多。" 戴曼迪斯随即发问："你认为擎天柱机器人多久能超越最顶尖的外科医生，成为更出色的手术执行者？" 马斯克回应道："三年。顺带一提，三年后它将实现规模化应用。届时，具备顶尖外科手术水平的擎天柱机器人数量，或许会超过全球人类外科医生的总 和。" 据IT之家了解，这位 SpaceX 创始人于 2022 年首次公开了擎天柱机器人的原型机，并表示首款量产机型有望在次年推出。 两年后的 2024 年，马斯克将该机器人的上市目标时间定为 2026 年。 一位卫生政策领域专家向 The Independent 表示，马斯克的 ...

Core Insights - The rise of companion robots is driven by the dual forces of emotional consumption and AI technology, transitioning from toys to essential life companions [1][3] - The demand for companionship is fueled by a significant loneliness economy, with 900 million people in need of emotional support [4][6] Group 1: Market Dynamics - The online market for AI toys in China is projected to surge by 394.9% by 2025, with emotional companionship products growing from 7.0% to 15.7% market share [4] - The global AI companionship market is expected to grow from $30 million to between $70 billion and $150 billion by 2030, with the domestic market reaching approximately $3.86 billion by 2030 [8] - The demand for companionship robots is particularly strong among young adults aged 18-35, with over 120 million living alone in China [6] Group 2: Technological Advancements - New-generation companion robots have evolved from passive responders to active empathizers, utilizing advanced AI technologies to understand user emotions and context [9][11] - Multi-modal sensors enable these robots to perceive voice, visual, tactile, and environmental cues, enhancing user interaction [11] - The integration of large models and low-cost API calls facilitates the widespread adoption of companion robots [9] Group 3: Competitive Landscape - The market is characterized by three main player categories: traditional toy manufacturers, tech startups, and cross-industry players [14] - Traditional toy companies leverage established IPs and supply chains to transition into the AI space, while tech startups focus on high-end, differentiated products [16][18] - Cross-industry players innovate by extending scenarios, such as Sony's Aibo and Panasonic's interactive robots, to create new market opportunities [20][22] Group 4: Product Evolution - Companion robots are segmented into three price tiers: entry-level (100-500 RMB), mid-range (500-3000 RMB), and high-end (over 3000 RMB), catering to diverse user needs [23][25][27] - Entry-level products focus on basic interactions, while mid-range products emphasize emotional recognition and advanced features [24][25] - High-end products offer multi-modal interactions and medical-grade companionship, primarily targeting affluent families and healthcare institutions [27] Group 5: Future Trends - The market for companion robots is expected to transition from concept-driven to demand-driven growth, with four key trends emerging: emotional computing precision, deeper IP integration, diversified scenario expansion, and service-oriented monetization models [28][29][31] - Emotional computing will enhance robots' ability to respond to user emotions accurately, while IP collaborations will deepen user engagement [29] - The expansion into adult emotional therapy, elderly care, and educational settings will broaden the market scope [31] Group 6: Opportunities and Challenges - Despite the promising market outlook, challenges such as technology integration and safety risks remain prevalent [32][33] - The industry faces potential issues with data privacy, especially concerning sensitive user information, necessitating careful market education and product adaptation [33] - The competitive landscape is intensifying, with a risk of commoditization in the entry-level segment, highlighting the need for differentiation [35]