很少有哪条新技术赛道像具身智能这么"拉满"，玩家纷纷扎堆冲进来，"造脑"+"造身"的平台一茬接一茬地发。场面看着很繁华，但背后同样弥漫着焦 虑，到底是长期能力的较量，还是又一次概念接力赛？ 8月4日，《中国高新技术产业导报》采访多位专家，探讨具身智能领域的投资动力与泡沫现象。 其中，国际数据公司（IDC）中国研究经理李君兰认为，"具身智能领域当前确实存在一定的结构性'泡沫'，部分项目可能在产品尚未成熟、应用验证有限 的情况下获得较高估值，但整体仍处于技术驱动下的合理扩张阶段。" 此外，国科嘉和高级合伙人陆佳清、万创投行董事总经理康立冬等，在采访中也表示具身智能目前存在一定的泡沫。 泡沫散场，大厂入场 从只会算到真能干，它完成了角色切换。要点很直白，把大模型从"云端军师"搬进机身，做成"随身大脑"。感知、认知、决策、执行拧成一根链，虚拟与 现实同步运转，既会动脑，也能动手。 而当大厂不约而同来搭台、把工具链补齐、把数据闭环打通、把合作生态拉起来，本质上就是在把行业门槛往上抬、把投机空间往小里挤，也在给真能交 付的垂直玩家腾出更肥沃的生长土壤。 百度集团副总裁袁佛玉在7月26日的一场演讲中表示，基于行业共性需求和 ...

Group 1: Event Overview - The World Artificial Intelligence Conference (WAIC) 2025 is expected to attract 350,000 attendees, with significant interest in AI technologies, particularly humanoid robots [1] - Over 150 humanoid robots were showcased, dominating the event and attracting large crowds [1][3] - Companies from various sectors, including robotics, AI models, and industrial applications, are eager to participate in the growing field of embodied intelligence [1][3] Group 2: Market Dynamics - Startups in embodied intelligence are facing challenges in commercialization, with a need to demonstrate tangible value to justify high valuations [3][6] - The current high valuations in the embodied intelligence sector are seen as a bubble that needs to be addressed through actual business implementations [6][12] - Companies are exploring various commercial applications, such as logistics, entertainment, and service industries, to support their business models [7][10] Group 3: Technological Developments - Different approaches to embodied intelligence are emerging, including hardware-first, model-first, and integrated hardware-software strategies [7][11] - Companies like Yushutech are focusing on showcasing their hardware capabilities through live demonstrations, while others are developing advanced algorithms to enhance robot functionality [8][10] - The integration of AI models with hardware is crucial, as many companies are finding it necessary to develop their own hardware to ensure compatibility and performance [10][11] Group 4: AI Chip Market - Domestic AI chip companies are leveraging the demand for model inference to catch up with industry leaders like NVIDIA, focusing on cost-effective solutions [20][21] - The shift in demand from training to inference presents opportunities for domestic chip manufacturers to innovate and capture market share [20][22] - Collaborations between AI model developers and chip manufacturers are being formed to enhance compatibility and efficiency in the AI ecosystem [22][25]

Core Insights - Tencent has launched the Tairos embodied intelligence platform, which enhances the capabilities of humanoid robots like the G1 by providing them with advanced cognitive abilities and environmental awareness [2][3][4] - The platform consists of two main components: model algorithms and cloud services, enabling robots to perceive their surroundings and execute tasks effectively [2][3] - Tencent aims to collaborate with various robot hardware companies, offering modular services that allow customization based on specific needs [4][5] Group 1: Tairos Platform Features - The Tairos platform includes multi-modal perception models, planning models, and a perception-action joint model, allowing robots to understand their environment and execute tasks [2][3] - The G1 robot demonstrated its capabilities by autonomously navigating and identifying objects on stage, showcasing the effectiveness of the Tairos platform [3] - Tencent's Robotics X lab has been developing various robotic prototypes since its establishment in 2018, focusing on research rather than commercialization [5][6] Group 2: Strategic Partnerships and Market Position - Tencent is selectively partnering with a few seed companies for deep collaboration on the Tairos platform, avoiding a broad rollout initially [4] - The company emphasizes its role as a partner to robot manufacturers rather than competing with them in hardware production [6] - Tencent's approach is to transform research outcomes into stable products for the market, while not pursuing direct commercialization [5][6]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased advancements in humanoid robots, which are evolving from data collection and research tools to more interactive and capable machines [2][6] - The Robotics X lab, led by Zhang Zhengyou, has developed the Tairos embodied intelligence platform, which allows robots to operate without remote control and interact based on algorithms [2][7] - The industry is at a critical juncture, with expectations for large-scale deployment of humanoid robots in industrial settings within the next couple of years, particularly in roles like material handling [9][10] Industry Developments - Humanoid robots demonstrated new capabilities at WAIC, including boxing, drumming, and performing tasks in various environments, indicating a shift towards more practical applications [2][3] - The Robotics X lab has not yet commercialized its research but remains influential in the field, focusing on collaboration with hardware manufacturers to enhance embodied intelligence technology [6][7] - The industry is seeing a rise in companies developing humanoid robots, with a notable emphasis on addressing labor shortages in industrial applications [9][10] Technological Challenges - Current humanoid robots primarily utilize visual language action (VLA) models, which are still in the early stages and lack comprehensive 3D world understanding [10][11] - There is a need for advancements in tactile and force perception to improve the robots' operational capabilities in real-world environments [11] - The supply chain for humanoid robots is not yet standardized, leading to variations in product parameters and design requirements across different applications [11]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased over 150 robots, highlighting the rapid evolution of robotics from static displays to dynamic performances in real-world scenarios [2] - Tencent launched the Tairos "Titanium Screw" embodied intelligence open platform, aiming to become a partner for all robot manufacturers rather than competing in hardware [2][4] - Tairos is the first modular platform in China that offers large models, development tools, and data services for the robotics industry, allowing manufacturers to select necessary modules based on their needs [2][3] Summary by Sections Platform Features - Tairos consists of two main components: model algorithms and cloud services, including multimodal perception models, planning large models, and perception-action joint large models [3][4] - The multimodal perception model enables robots to understand their environment through sensory inputs, creating a 3D hierarchical map and facilitating interaction and task planning [3] - The planning large model allows robots to comprehend their roles and tasks, breaking them down into executable strategies, enhancing reasoning, cognition, and reflection capabilities [3] Technological Advancements - The perception-action joint large model connects environmental understanding to actionable commands, improving robots' decision-making abilities in complex scenarios through advanced technologies [4] - The Tairos platform aims to equip robots with essential software capabilities, transforming them from passive executors to proactive intelligent entities [4][6] Strategic Positioning - Tencent's strategic positioning in the robotics field was reiterated by its CEO, who emphasized the goal of being a partner to robot manufacturers rather than replacing them [4][6] - The launch of Tairos reflects Tencent's long-term commitment to advancing robotics and AI technologies, with a focus on collaboration with hardware and application developers [6][7] Industry Context - The robotics industry has seen significant changes since the establishment of Tencent Robotics X in 2018, with a growing number of startups and increased commercialization efforts [5][6] - Despite advancements, the industry is still in its early stages, facing challenges in meeting high standards and requirements for diverse applications [6][9] - The commercial viability of humanoid robots is still developing, with expectations that the "big brother era" will emerge first in elder care or industrial sectors [8][9]