Embodied Intelligence

CEO He Xiaopeng sees robotics as the company’s “third growth curve,” with mass production set for 2026.

Describing VLA models as “relatively dumb,” he outlined an alternative approach to embodied intelligence.

Spirit AI is playing to win in China’s embodied AI race.

Commercialization and global expansion are now central to the humanoid robotics race.

Through JoyInside and Tairos, both firms are angling to control the software layer of embodied intelligence.

More countries, more buyers, and more cross-border deals marked this year’s conference, with Chinese companies making tech exports a top priority.

Both are doubling down on embodied AI, backing a growing slate of robotics startups.

Despite early traction in hardware, the startup is focused on building a full-stack robotics system that unites the “brain” and “body” of machines.