以下文章来源于42号电波 ，作者大吉 42号电波 . 42HOW 旗下专注 AI 智能硬件与具身智能的科技媒体，致力于深度报道和洞察前沿科技，探索智能技术如何重塑未来生活。 2025年，锦秋基金已完成对地瓜机器人的投资 。 锦秋基金，作为12 年期的 AI Fund，始终以长期主义为核心投资理念，积极寻找那些具有突破性技术和创新商业模式的通用人工智能初创企业。 2025年8月29日，42号电波对地瓜机器人进行了报道，以下为此次报道的转载。 对话地瓜机器人隋伟：VGGT、数据闭环与具身智能，机器人产业的新篇章 人工智能正经历一场新的范式转变。十年前， 自动驾驶 还是技术最前沿的舞台：从早期的模块化感知与规则驱动，到 2019 年之后的 BEV 与 Transformer 融合，再 到如今端到端的大模型路线，行业经历了数次迭代，如今已进入工程收敛期。但与此同时，另一条平行线—— 机器人 ——正在悄然兴起。 在 2023 年， 隋伟 选择从地平线转向地瓜机器人，正是因为看到了这种交汇的拐点。他在采访中坦言，自动驾驶的技术栈已逐渐收敛，后续更多是工程优化；而机 器人则正处于一个早期未解之地：硬件形态尚未统一，算法框架 ...

Core Insights - The rise of the robotics sector is significantly impacting the capital market, with companies like Weitex New Materials (688585.SH) experiencing stock price surges of over 900% after being acquired by Zhiyuan Robotics [1] - There is a notable talent migration from the autonomous driving industry to the robotics sector, driven by the latter's increasing attractiveness and investment opportunities [1][4] Talent Migration - Data from CAHRD indicates a substantial influx of talent into the R&D sectors of new energy and intelligent connected vehicles, with net inflow rates of 18.3% and 19% respectively for 2024 [1] - High-profile individuals from the autonomous driving sector, such as Gao Jiyang and Zhang Li, have transitioned to robotics companies, indicating a trend of experienced professionals seeking opportunities in the burgeoning robotics field [3] Investment Trends - The robotics sector has seen over 140 investment events from January to early July 2025, a significant increase compared to 77 events in 2024, highlighting a surge in funding and interest [4] - Companies originally focused on autonomous driving, such as Zhixing Technology and Horizon Robotics, are diversifying into robotics, with some even rebranding to reflect their new focus [6][7] Industry Dynamics - Major automotive companies, including Tesla and Geely, are entering the robotics market, with ambitions to evolve from traditional automotive manufacturing to robotics development [6][7] - The robotics industry is characterized by a faster pace of technological advancement compared to autonomous driving, with expectations for significant progress within six months [7][8] Challenges and Outlook - Despite the rapid influx of talent and capital, the robotics sector faces challenges in large-scale production and market readiness, particularly for general-purpose humanoid robots [8][9] - The industry is advised to maintain a sustainable growth approach, learning from the previous over-expansion in the autonomous driving sector [9]

Group 1 - The establishment of a joint laboratory for embodied intelligence between Digua Robotics and Shenzhen University focuses on talent cultivation and research breakthroughs, aiming to convert technological achievements into industrial applications [1] - Prior to the lab's establishment, Digua Robotics and Shenzhen University collaborated on multiple robotics courses and created a university-level embodied intelligence club to provide a complete growth chain for students from theoretical learning to practical operation [1] - Digua Robotics, a spin-off from Horizon Robotics, is a leading provider of general hardware and software platforms for robotics, dedicated to advancing research in embodied intelligence and facilitating the application of consumer-grade robotics [1] Group 2 - Digua Robotics completed a $100 million Series A financing round on May 28, with participation from Hillhouse Capital, Wuyuan Capital, and Meihua Venture Capital [2] - On June 11, Digua Robotics launched its first integrated robot development kit, RDK S100, designed for robotics and embodied intelligence scenarios, marking a significant increase in computing power to the hundred TOPS level [2] - The previously released robot chips by Digua Robotics had computing power of 10 TOPS or lower, primarily serving low to mid-power applications such as vacuum cleaners and lawn mowers [2]

Core Insights - The article discusses the advancements and challenges in the field of embodied intelligence, highlighting the need for practical applications and the reduction of development costs in this emerging sector [3][4][18]. Group 1: Technological Developments - The competition among platform companies for embodied intelligence robots has intensified, with major players like NVIDIA, Qualcomm, and Intel launching new computing platforms [4]. - The RDK S100, developed by Diguo Robotics, has achieved significant traction with over 20 top-tier clients and 50 partners for evaluation, positioning itself as a strong alternative to NVIDIA [4][12]. - The RDK S100 features a unique "compute-control integration" design, enabling a closed-loop system for perception, decision-making, and execution in robots [8][10]. Group 2: Architectural Approaches - The article outlines two main technical paths for embodied intelligence: integrated end-to-end models and layered decision-making models, each with its own advantages and challenges [6][7]. - The "big brain and small brain" architecture proposed by Diguo Robotics aims to enhance robot performance by separating perception and control functions, which is currently not widely adopted in existing solutions [7][11]. Group 3: Market Applications - The RDK S100 is tailored for applications expected to achieve mass production in the next three years, focusing on quadrupedal robots, wheeled robots, and robotic arms, rather than humanoid robots [12][16]. - The platform has successfully demonstrated various applications, including precise control in humanoid robots and agile movements in quadrupedal robots, indicating its potential for commercial deployment in sectors like logistics and smart homes [16]. Group 4: Ecosystem and Support - Diguo Robotics is building a comprehensive ecosystem to support developers, including a ModelZoo with over 110 models and a new toolchain for rapid deployment [14][15]. - The company has initiated the "Gravity Plan," which aims to provide extensive resources and support to over 200 startups in the robotics field, fostering innovation and collaboration [18].

Core Insights - The article discusses the advancements in embodied intelligence, highlighting the transition from imagination to reality in robotics, and raises critical questions about technological bottlenecks, practical applications, and user needs in the industry [2][3]. Group 1: Technological Developments - The focus is on transforming innovative technologies into commercially viable products, with an emphasis on shortening exploration cycles and reducing costs in the embodied intelligence sector [3]. - Major companies like NVIDIA, Qualcomm, and Intel are competing in the development of computing platforms for embodied intelligence robots, with NVIDIA's Jetson Thor leading the charge [3][4]. - The RDK S100, developed by Diguo Robotics, has achieved significant traction with over 20 top-tier clients and 50 partners engaged in evaluations, positioning itself as a strong alternative to NVIDIA [4]. Group 2: Architectural Innovations - The article introduces the concept of a "dual-brain" architecture, where the "big brain" handles perception and decision-making, while the "small brain" manages motion control, enhancing the robot's capabilities [5][8]. - The RDK S100 features a unique CPU+BPU+MCU architecture that integrates computation and control, enabling a closed-loop system for embodied intelligence robots [9][12]. - The RDK S100 is designed to meet the computational needs of various applications, with a target performance of around 100 TOPS, suitable for scenarios like quadrupedal robots and logistics vehicles [13][14]. Group 3: Development Ecosystem - Diguo Robotics aims to support developers by providing a comprehensive infrastructure that accelerates the transition from development to deployment, including over 110 models in its ModelZoo algorithm repository [19][20]. - The company has established a collaborative ecosystem with over 200 startups through its Gravity Program, offering resources from hardware discounts to software support [28]. - Successful implementations of the RDK S100 in various robotic applications demonstrate its potential for scalable deployment in sectors such as commercial cleaning, smart home, industrial manufacturing, and logistics [25][26].

Core Viewpoint - Digua Robot focuses on building the "brain" of robots rather than the physical body, aiming to lower the development threshold in the robotics market through a universal hardware and software platform [1]. Group 1: Company Overview - In early 2024, Digua Robot was established as a separate entity from Horizon Robotics, concentrating on foundational infrastructure for robotics [1]. - The company has released several significant products, including the Xuri series intelligent computing chips and the RDK robot development kits, and completed a $100 million Series A financing round in May [1]. Group 2: Product Launch and Features - The RDK S100 flagship development kit was globally launched in September 2024, featuring the Xuri 5 intelligent computing chip and RDK X5 development kit [2]. - RDK S100 is designed for embodied intelligence applications, offering a computing power of 100 TOPS, optimized for large parameter Transformers, suitable for humanoid and bionic robots [2][3]. Group 3: Market Research and Demand - Prior to developing RDK S100, the team communicated with 50 different robotics companies to identify common needs, concluding that 100T computing power is sufficient for various robotic applications [3]. - The current market for robotics platforms has technical architecture flaws, often focusing solely on computation or control, leading to increased costs and complexity; RDK S100 integrates CPU, MCU, and BPU into a single SoC to address these issues [3]. Group 4: Ecosystem Support - The RDK S100 ecosystem provides comprehensive support for small and medium-sized enterprises facing challenges in funding, marketing, and talent acquisition [4]. - Initiatives include hosting university competitions to cultivate talent and facilitating capital cooperation to connect resources for enterprises [4]. Group 5: Architectural Design - RDK S100 employs a dual-brain architecture, with the "big brain" focused on computation and the "small brain" on control, which has been validated as a feasible development approach for embodied robots [5]. - The SoC integrates CPU, BPU, and MCU to support the computational needs of both brains, enhancing task scheduling, sensor data processing, and decision-making capabilities [5][7]. Group 6: Technical Specifications - RDK S100's BPU supports flexible computing power options of 80/128 TOPS and is optimized for CNN and Transformer models, enhancing performance for sensitive operations [6]. - The MCU is designed for real-time motion control, capable of handling multi-sensor data processing and ensuring high performance in robotic applications [6]. Group 7: Development Environment - RDK S100 offers a unified development platform that integrates hardware design and software development, reducing compatibility issues and development costs [12]. - The platform includes a model conversion solution and a repository of over 200 open-source algorithms to facilitate rapid prototyping and deployment [13]. Group 8: Industry Collaboration - Digua Robot has established partnerships with over 20 leading companies in the embodied intelligence sector, with RDK S100 becoming a preferred solution for over 50 clients [14]. - Successful applications of RDK S100 include various robotic platforms, demonstrating its versatility and effectiveness in real-world scenarios [15][16][17]. Group 9: Future Outlook - The launch of RDK S100 addresses key pain points in robotics development, promoting innovation and accelerating the adoption of robotic technologies [19]. - Digua Robot aims to build an infrastructure platform for the robotics industry, potentially becoming a significant driver of industry transformation [20].

Core Viewpoint - The article highlights the successful completion of a $100 million Series A funding round by Shenzhen Digua Robotics, a company focused on embodied intelligent robots, indicating strong market interest and investment in the robotics sector [1][8]. Company Overview - Digua Robotics, a spinoff from Horizon Robotics, aims to create a comprehensive development infrastructure for intelligent robots, focusing on both hardware and software integration [4][5]. - Horizon Robotics, established in 2015, initially focused on robotics chips but has since shifted its core business to automotive and AIoT, with plans to list on the Hong Kong Stock Exchange in October 2024 [3][5]. Product Development - Digua Robotics has launched several products, including the Xuri 5 intelligent computing chip and the RDK X5 developer kit, aimed at simplifying robot development [4][7]. - The Xuri 5 chip has been integrated into popular consumer robots, with over 5 million units shipped, reflecting significant market penetration [7]. Market Position and Strategy - The company positions itself as a "Wintel" for the robotics era, focusing on software and hardware collaboration rather than manufacturing physical robots [4][8]. - The funding will accelerate the development of its ecosystem, enabling collaboration with leading companies in the field [1][8]. Industry Trends - The article notes a trend of automotive industry professionals transitioning into the robotics sector, driven by overlapping technology paths between autonomous driving and humanoid robots [10][11]. - Major automotive companies, including Tesla and XPeng, are entering the humanoid robot market, leveraging their manufacturing capabilities and technological expertise [13][18]. Investment Landscape - The recent funding rounds in the robotics sector, including Digua Robotics and other startups, indicate a growing interest from investors in companies with a background in autonomous driving [9][10]. - The article suggests that the influx of capital into the robotics space is likely to continue, driven by the perceived potential for growth and innovation [9][10].

Core Insights - Digua Robotics has completed a $100 million Series A funding round, attracting investments from top-tier funds such as Hillhouse Capital and Vertex Growth, marking a significant milestone just one year after its independent operation [2] - The company aims to become a core infrastructure player in the era of embodied intelligence, drawing a parallel to the Wintel alliance that dominated the PC era [3][4] - Digua Robotics is focused on building a comprehensive technology stack from the ground up, including self-developed chips and a complete software platform, targeting both consumer markets and developer communities [4][5] Company Strategy - The company has developed its own chip architecture with computing power ranging from 5 TOPS to 500 TOPS, catering to diverse needs from home to industrial robots [3][4] - Digua Robotics integrates algorithms, software, and SDKs into a unified platform, aiming to become a foundational component for developers, similar to Raspberry Pi or NVIDIA Jetson [3][4] - The RDK S100, set to launch in June, is positioned as the first product to integrate perception and motion control capabilities into a single SoC platform, targeting the standard development board for the embodied intelligence robot era [3] Market Penetration - The company has successfully supplied over 5 million chips from its Xuri series to major household robot brands like Ecovacs and Yunzhijia, enhancing its platform's penetration in end-user scenarios [4] - Over the past two years, Digua Robotics has built a community of nearly 100,000 developers across more than 20 countries, fostering innovation in various robotic applications [5][6] - The operational model resembles early-stage Unity or Android, focusing on creating a collaborative ecosystem through open interfaces and community engagement [6] Future Outlook - The Series A funding reflects investor expectations for Digua Robotics to evolve into a platform company with technological, ecological, and global potential [6][7] - Despite its ambitions, the company faces challenges in commercial validation, as its primary revenue still comes from hardware sales, with software and platform licensing in early stages [7] - The path taken by Digua Robotics is unique, emphasizing a comprehensive approach from chip development to algorithm and platform integration, positioning itself as a key player in the evolving landscape of embodied intelligence [7][8]