近日消息，在拉斯维加斯举行的 CES 2026 上， 波士顿动力与谷歌 DeepMind 宣布达成一项全新的 AI 合作伙伴关系， 旨在为人形机器人开启一个全新的人工智能 时代。 机器之心编辑部 谷歌 DeepMind 也同步更新了这一消息。 据了解，双方计划将前沿的 Gemini Robotics AI 基础模型与波士顿动力全新的 Atlas 人形机器人进行深度整合。 这项战略合作将 重点放在赋能人形机器人完成多种工业任务，并有望成为制造业转型的重要推动力，首个重点应用领域便是汽车行业。 资料显示，联合研究工作预计将在未来数月内启动，并将在两家公司内部同步展开。 波士顿动力公司 Atlas 机器人行为负责人 Alberto Rodriguez 表示，对这次双方的合作感到非常高兴。 据他透露，当前波士顿动力计划打造全球能力最强大的人形机器人，因此需要一个合作伙伴，帮助为这些高度复杂的机器人建立全新的视觉 - 语言 - 动作（VLA） 模型。 「在构建可靠、可扩展的模型方面，没有比 DeepMind 更合适的团队了，这些模型可以安全高效地部署到各种任务和行业中。」 诚然，从 BigDog 到 Spot，再到如今 ...

截至2026年1月6日 13:24，中证人工智能主题指数(930713)上涨0.49%，成分股德赛西威(002920)上涨 10.00%，北京君正(300223)上涨8.44%，均胜电子(600699)上涨5.69%，澜起科技(688008)上涨4.83%，中 科创达(300496)上涨4.29%。AI人工智能ETF(512930)上涨0.44%，最新价报2.26元。 AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能 提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映人工智能主题上市公司证券的 整体表现。 数据显示，截至2025年12月31日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创 (300308)、新易盛(300502)、寒武纪(688256)、澜起科技(688008)、中科曙光(603019)、科大讯飞 (002230)、海康威视(002415)、豪威集团(603501)、金山办公(688111)、浪潮信息(000977)，前十大权重 股合计占比58.08%。 AI人工智能ETF(512930)，场外联接(平安中证人工智 ...

Core Viewpoint - Understanding Google is key to comprehending the next phase of AI development [6] Group 1: AI Market Dynamics - Google has significantly increased its capital expenditure from $30 billion four years ago to over $90 billion this year, with the additional funds directed towards AI [6] - Global investment in AI is projected to exceed $1 trillion this year, with infrastructure spending expected to surpass the total of the past 10-20 years [6][8] - Current demand for AI exceeds supply, indicating that the market's true needs are far from being met [8] Group 2: Google's AI Strategy - Google is adopting an "AI-first" approach, restructuring its entire organization around AI, including physical infrastructure, research systems, and product offerings [13] - The company is not merely developing AI products but is transforming itself into an AI-centric organization, aiming to pave the way towards Artificial General Intelligence (AGI) [13][16] - Google's AI capabilities are being integrated across various domains, enhancing their overall effectiveness and creating a synergistic effect [16] Group 3: Future AI Developments - In the next 12 months, AI is expected to evolve from being a "question-answering robot" to a more capable "agent" that can complete tasks [17] - This shift will significantly impact the labor market, marking a new phase of AI influence that has not yet been realized [19] Group 4: Quantum Computing - Google is making substantial investments in quantum computing, which is likened to the state of AI five years ago, with the potential to revolutionize understanding of the universe [22][24] - The company is positioned as a leader in both AI and quantum computing, indicating a dual advantage in technological advancement [24] Group 5: Investment Perspective - The future years are anticipated to be a revolutionary period for AI, with rapid advancements driven by AI and chip technology [26] - Continuous tracking and in-depth research are essential for investing in AI and hard technology, as understanding the underlying logic is crucial for seizing opportunities [26]

Core Insights - The article focuses on the emerging field of embodied intelligence, highlighting the development of general-purpose robotic brain systems and multi-modal perception decision-making systems, which are attracting significant attention from both capital and industry [2][3]. Domestic Companies - **Xinghai Map**: Founded in 2023, focuses on developing a "general embodied large model" using real-world data to create robots with fine operational capabilities. The company has completed 8 rounds of financing [6]. - **WALL-A Model**: Set to launch in October 2024, it will be the largest parameter scale embodied intelligence general operation model globally, integrating visual, language, and motion control signals [6]. - **Wall-OSS**: An open-source embodied intelligence foundational model with strong generalization and reasoning capabilities [6]. - **UBTECH**: Established in 2012, it is a leader in humanoid robot commercialization with comprehensive self-research capabilities [10]. - **Thinker Model**: A multi-modal large model with 10 billion parameters, expected to achieve top rankings in three international benchmark tests by 2025, enhancing robots' perception and task planning in complex environments [10]. - **Zhiyuan Robotics**: Founded in February 2023, it aims to create world-class general embodied intelligent robot products [12]. - **Genie Operator-1**: Set to release in March 2025, it integrates multi-modal large models and hybrid expert technology, improving task success rates by 32% compared to market models [12]. - **Galaxy General**: Founded in May 2023, it focuses on multi-modal large models driven by synthetic data [14]. - **VLA Model**: The world's first general embodied large model, utilizing a "brain + cerebellum" collaborative framework [14]. - **Qianxun Intelligent**: Established in 2024, it specializes in AI and robotics with a strong technical foundation [16]. - **Spirit V1 VLA Model**: The first AI model to tackle long-range operations of flexible objects, supporting multi-task generalization [16]. - **Star Motion Era**: A new tech company incubated by Tsinghua University, focusing on general artificial intelligence applications [18]. - **ERA-42 Model**: The first end-to-end native embodied large model in China, capable of learning over 100 dynamic tasks through video training [18]. International Companies - **Figure AI**: Focuses on developing embodied intelligence large models and related infrastructure for various industries [20]. - **Noematrix Brain**: Combines advanced algorithms and data support for comprehensive capabilities in instruction reasoning and task planning [20]. - **Physical Intelligence**: A startup established in January 2023, aims to create advanced intelligent software for robots [24]. - **π0 Model**: Released on October 31, 2024, it is a foundational model for robots, achieving fine control capabilities through pre-training and fine-tuning [24]. - **Google DeepMind**: Merged with Google Brain in 2023, focusing on general artificial intelligence research [22]. - **Gemini Robotics**: A VLA model that allows robots to perform complex tasks without specialized training, enhancing their adaptability to environmental changes [22]. - **NVIDIA**: A leading GPU design company that has expanded into AI solutions [24]. - **Eureka System**: Based on GPT-4, it can automatically train robots for complex actions and optimize reinforcement learning processes [24].

AI Product Launches & Updates - OpenAI launched Chat GPT Pulse, a proactive AI feature that delivers personalized updates based on user chats and connected apps, initially available on mobile for pro users [1][2][3][5][7] - Alibaba released new versions of Quen, including Quen imageEdit 25509 for multi-image editing and Quen 3 Max for coding and agentic skills, rivaling top models on key benchmarks [16][20][21] - Kimmy Moonshot introduced "Okay Computer," an AI product and engineering team all-in-one, featuring multi-page websites, mobile-first designs, and interactive dashboards [22][23] - Google unveiled Gemini Robotics ER1.5%, a robotics model for embodied reasoning tasks, accessible through the Gemini API or Google AI Studio [24][25] - Meta's FAIR team introduced a 32 billion parameter Code World Model for code generation and reasoning, learning from code execution rather than existing code [32][33] AI Model Capabilities & Performance - W 2.2% Animate, an open-source model, enables the creation and animation of characters from text-to-image generations [9] - Cling AI released a 2.5% Turbo Video Model, offering fast and high-quality text-to-video generation with excellent clarity and character consistency [11][12] - Quen 3 Max Instruct demonstrated near-perfect performance on key benchmarks, rivaling top models in coding and agentic skills [21] - Gemini Robotics ER1.5% achieved state-of-the-art performance on embodied reasoning tasks, including a pointing benchmark where it scored above 50% [24][25] AI Infrastructure & Investment - OpenAI, Oracle, and SoftBank are expanding the Stargate project with five new AI data center sites, aiming to secure a 500 billion 10 gigawatt commitment by the end of 2025 [35] - Nvidia is investing 100 billion into OpenAI, forming a strategic partnership to deploy at least 10 gigawatts of Nvidia systems [37] AI Industry Trends & Concerns - Northeastern University researchers have developed a method to detect "AI slop" in text, aiming to improve the quality of AI-generated writing [29][30][31] - Facebook Dating is introducing AI-powered features like a dating assistant and meet cute to address swipe fatigue and provide personalized match recommendations [39]

Core Viewpoint - The article provides a comprehensive overview of notable companies in the field of embodied intelligence, focusing on their technological characteristics, product layouts, and application scenarios, which are crucial for strategic decision-making and business expansion in the industry [2][3]. Domestic Companies - **Xinghai Map**: Founded in 2023, focuses on developing a "general embodied large model" using real-world data to create robots with fine operational capabilities. The company has completed 8 rounds of financing [5]. - **WALL-A Model**: Set to launch in October 2024, it will be the largest parameter scale embodied intelligence general operation model globally, integrating visual, language, and motion control signals [5]. - **Wall-OSS**: An open-source foundational model with strong generalization and reasoning capabilities [5]. - **UBTECH**: Established in 2012, a leader in humanoid robot commercialization with comprehensive self-research capabilities [6]. - **Thinker Model**: A hundred billion parameter multimodal model set to be developed by 2025, achieving top results in three international benchmark tests [6]. - **Zhiyuan Robotics**: Founded in February 2023, focuses on deep integration of AI and robotics [7]. - **Genie Operator-1**: A multimodal large model set to release in March 2025, enhancing task success rates by 32% compared to market models [7]. - **Galaxy General**: Established in May 2023, known for its core technology and products that create three major technical barriers [8]. - **VLA Model**: The world's first "general embodied large model" developed independently, utilizing a "brain + cerebellum" collaborative framework [8]. - **Qianxun Intelligent**: Founded in 2024, focuses on AI + robotics with a strong technical background [10]. - **Spirit V1 VLA Model**: The first model to tackle flexible object long-range operation challenges, supporting complex task execution through visual-language-action integration [10]. - **Star Motion Era**: A new tech company incubated by Tsinghua University, focusing on general artificial intelligence applications [11]. - **ERA-42 Model**: The first end-to-end native embodied large model in China, capable of learning over 100 dynamic tasks [11]. Foreign Companies - **Figure AI**: Focuses on embodied intelligence operation algorithms, enhancing data training and algorithm performance [16]. - **LimX DreamActor**: A new training paradigm combining simulation and real-world data for embodied intelligence training [16]. - **Physical Intelligence**: Founded in January 2023, aims to develop advanced intelligent software for various robots [21]. - **π0 Model**: Released in October 2024, a universal robot foundational model with pre-training and fine-tuning capabilities [21]. - **Google DeepMind**: Merged with Google Brain in 2023, focusing on general artificial intelligence research [19]. - **Gemini Robotics**: A VLA model that can control robots for complex tasks without specialized training [19]. - **Skild AI**: A leading robotics "brain" development company in the US, aiming to create a universal robot operating system [25]. - **Eureka System**: Based on GPT-4, it can automatically train robots for complex actions and optimize reinforcement learning processes [25].

Core Insights - The article focuses on the emerging field of embodied intelligence, highlighting the development of general-purpose robotic "brain" systems and multi-modal perception-decision systems, which are gaining significant attention from both capital and industry sectors [2][3]. Domestic Companies - **Xinghai Map**: Founded in 2023, focuses on developing a general embodied large model using real-world data to create robots with fine operational capabilities. The company has completed 8 rounds of financing in less than two years. Its representative product, WALL-A model, is set to launch in October 2024 and is claimed to be the largest parameter scale embodied intelligence model globally, integrating visual, language, and motion control signals [6]. - **UBTECH**: Established in 2012, it is a leader in humanoid robot commercialization with comprehensive self-research capabilities. The Thinker model, set to be released in 2025, has achieved top rankings in international benchmark tests, significantly enhancing robots' perception and planning capabilities in complex environments [10]. - **ZhiYuan Robotics**: Founded in February 2023, it aims to create world-class general embodied intelligent robots. Its Genie Operator-1 model, to be released in March 2025, integrates multi-modal large model and mixed expert technologies, improving task success rates by 32% compared to market models [12]. - **Galaxy General**: Established in May 2023, it focuses on multi-modal large models driven by synthetic data. Its VLA model is the first general embodied large model globally, utilizing a "brain + cerebellum" collaborative framework [14]. - **Qianxun Intelligent**: Founded in 2024, it is a leading AI + robotics company with a focus on flexible object manipulation. Its Spirit V1 VLA model is the first to tackle long-range operations of flexible objects [16]. - **Star Motion Era**: A new tech company incubated by Tsinghua University, focusing on general artificial intelligence applications. Its ERA-42 model supports over 100 dynamic tasks through video training [18]. - **Zhujidi Power**: Concentrates on embodied intelligent robots, developing core technologies for hardware design, full-body motion control, and training paradigms [20]. International Companies - **Figure AI**: Focuses on embodied intelligence operation algorithms, enhancing data training and algorithm performance through video generation technology [17]. - **Physical Intelligence**: Founded in January 2023, it aims to develop advanced intelligent software for various robots. Its π0 model, released in October 2024, is a universal robot foundation model [22]. - **Google DeepMind**: Merged with Google Brain in 2023, it focuses on general artificial intelligence research. Its Gemini Robotics model can control robots to perform complex tasks without specialized training [20]. - **Skild AI**: A leading robotics "brain" development company in the US, aiming to create a universal robot operating system that enables intelligent operations across various scenarios [26].

Robotics & AI Advancements - Google DeepMind is bringing powerful AI directly onto robots with Gemini Robotics On-Device [1] - It's the company's first vision-language-action model designed to enhance robot speed, efficiency, and adaptability [2] - The model enables robots to perform tasks and adapt to environments without a constant internet connection [2] Performance & Capabilities - Gemini Robotics demonstrates generality and dexterity in a model small enough to run directly on a robot [1] - The technology offers incredible speed and performance, even in areas with low connectivity [1] Future Implications - The company aims to make robots more helpful and useful to people by continuing to advance this technology [1]

Core Viewpoint - Sergey Brin, co-founder of Google, expresses skepticism about humanoid robots, emphasizing that while the hardware is impressive, the software often falls short. He believes that focusing too much on humanoid forms may underestimate AI's adaptability [1][2]. Group 1: Trends in Robotics - Brin notes that Google has acquired and sold several robotics companies, including Boston Dynamics, and acknowledges the current surge in robotics startups focusing on system development [1][2]. - He highlights that many people are drawn to humanoid robots because they mimic human activities, but he questions the necessity of humanoid forms for effective operation [2][3]. - Major players in the embodied intelligence sector include Tesla, known for its humanoid robot Optimus, and Nvidia, which aims to create a robust development ecosystem [3]. Group 2: Gemini Robotics Models - Google DeepMind has launched two models based on Gemini 2.0: the VLA model for understanding and executing new tasks without specific training, and the VL model for enhancing physical world understanding [5][12]. - The Gemini Robotics models are characterized by their ability to quickly adapt to new environments and tasks, natural language understanding, and the capability to perform complex, precise operations [12]. Group 3: Industry Challenges and Perspectives - Brin and other industry leaders, including Carolina Parada from DeepMind, emphasize that many impressive robot demonstrations are often pre-programmed and do not reflect true intelligence or adaptability [9][10]. - The industry consensus is that while humanoid robots have potential, significant breakthroughs in their "brains" and practical applications are still needed for meaningful commercialization [16][17].

Core Insights - The humanoid robot market is projected to reach a record $1.2 billion in funding in 2024, with expectations to double to $2.3 billion by 2025, indicating rapid growth [1][2]. Group 1: Market Trends and Investment - The funding scale and valuations in the humanoid robot sector are rising, with a notable concentration of capital among leading companies. In 2024, industrial humanoid robots saw a funding surge to $904 million across 40 transactions, with 2025 already raising $644 million through just 12 deals [2][5]. - The top ten companies have collectively raised nearly $7.2 billion, with Meta, Xiaomi, UBTECH, and Tesla capturing around 60% of the total funding [2][12]. - The emergence of Physical AI is redefining the balance between hardware scarcity and software proliferation, with companies like Figure and Skild AI achieving valuations of $2.7 billion and $1.5 billion, respectively, within three years of establishment [2][18]. Group 2: Competitive Landscape - The competition between the US and China in the humanoid robot market has evolved from algorithmic leadership versus manufacturing scale to capital dominance versus price wars. US companies hold 32% of the global market, while Chinese firms account for 27% [23][27]. - US manufacturers are focusing on scaling production, with companies like Figure and Agility Robotics planning to build factories capable of producing over 10,000 humanoid robots annually [26][27]. - Chinese manufacturers are leveraging competitive pricing strategies, with prices ranging from $13,700 to $27,500, but face challenges in reliability and brand trust [25][31]. Group 3: Technological Developments - Major tech companies are laying the groundwork for humanoid robots through foundational models that enhance robots' capabilities in perception, decision-making, and task execution [41][42]. - Companies like Google, Nvidia, and Apple are developing advanced AI systems to support humanoid robots, emphasizing the importance of computational power and data integration [41][46]. - The market is witnessing a bifurcation between open-source collaboration and proprietary systems, with companies adopting different strategies to enhance their competitive edge [30][34]. Group 4: Commercialization and Deployment - The deployment of humanoid robots is shifting from merely replacing human labor to embedding them in collaborative environments, as seen in partnerships with companies like BMW and Mercedes-Benz [36][38]. - The integration of humanoid robots into existing automation ecosystems is expected to provide advantages in cost, flexibility, and modular scalability [39][40]. - The anticipated widespread adoption of humanoid robots in various sectors, including industrial, retail, and healthcare, is projected to occur within the next decade, fundamentally altering labor dynamics [28][29].