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En hemlig ekologisk kamp bland stora företag över humanoidrobotar

Jun 14, 2025

When a humanoid robot, with clumsy yet persistent steps, completed a 21-kilometer half marathon and became a "non-human finisher" in human events, it turned from being the leading role to a director. When the bipedal bionic arm completes the sorting, picking and handling of goods on the front line of the warehouse, it never complains of being tired. When your robot can help you make coffee while taking care of the elderly, this "cloud + terminal" collaboration capability is precisely the core of the layout by major companies. When the camera zooming in, it is the collaborative performance of mechanical precise control and multi-modal perception in the real scene. The camera zoomed in, but a thought-provoking scene was discovered. In the center of the stage, the main characters "creating humans" were not Baidu, Tencent or Alibaba, but a group of startups with unfamiliar names. And those big companies that hold data, models, computing power and funds are behind the scenes, setting the stage, lighting up and acting as directors. This scene is just like the birth of a good play, relying not only on the actors' performances, but also on the precise coordination of the script, props, stage and lighting. According to the comprehensive information from Tianyancha Media, Baidu's path seems like the "set leader" in this drama. Instead of rushing into the main stage to build a robot form, it quietly repaired water and electricity and constructed Bridges Backstage . Den använder sin egen stora modellplattform, heterogena datorkraftsresurser, standard adoptionsfunktioner och databehandlingsrörledning för att bygga ett "back-end Command Center" som effektivt kan träna, distribuera och använda konkreta agenter .}

 

Behind the "Tian Gong" robot's ability to complete the world's first humanoid marathon lies the support of Baidu's Baige AI heterogeneous platform and the continuous feeding of that million-level embodied data collection and annotation solution. It is not the one crossing the finish line, but a silent engineer setting up water stations, setting up tents and building roadblocks along the way. Tencent's strategy is like that of an "investment-oriented director". On the one hand, it operates its own Robotics laboratory, Robotics X, to research dexterous hand and foot robots. On the other hand, through capital and ecological cooperation, it frequently appears on the list of investors of robot enterprises, jointly building a "cloud + edge + terminal" integrated Arkitektur . Alibaba har inte bara investerat i ontologiska företag som Zhuji Power och Yuanluo Technology, utan också accelererade öppningen av Tongyi Qianwen stora modell på intelligent agentprodukter och samarbetade med den intelligenta agentplattformen Manus, att försöka öppna det centrala nervsystemet för att utveckla intelligens i ECOSE). series of layouts shows us that a consensus is quietly taking shape. This is not a "race to create people" where everyone is chasing each other, but rather a role reconstruction of industrial organization methods. In this reconfiguration, the giants are willing to give up the halo of creating a best-selling robot and are more inclined to become the "shovel sellers" in the industrial chain. By selling standards, computing power, models, interfaces and training platforms, we have enabled thousands upon thousands of "miners" to take off at the peak of the trend, while we ourselves stand at the bottom of it, building airports and running training camps. When the wind blows, they become the "directors" with the gateway to traffic, the framework of technology and the discourse power of the industry. They don't take the center stage, but they have written the "copyright notice" of the future industry. From "technology is king" to "ecosystem is king", in the development process of AI, every wave of enthusiasm starts with technological breakthroughs. However, what truly determines how far an industry can go and how high it can fly is who can first build a systematic ecosystem. If the AI ​​of the past was like a "warlock" training on an isolated island, focusing on refining single-point capabilities, then embodied intelligence is more like a collaborative project in the Industrial Revolution. It is not merely a race of code and parameters, but a three-dimensional collaboration from data, models, hardware to Scenarier . Detta fastställer också att ett enkla genombrott inte längre är den avgörande faktorn . Spelaren som kan bilda en sluten slinga av "Soft + Hard + Cloud + Field" är den sanna huvudpersonen i denna strid .} nu och säger, huvudföretag är alla skiftande från "byggnader" till "City" Stad som fungerar stabilt, har smidig data och effektiv utbildning kommer att hålla biljetten till framtiden .

 

In this era when AI is embedded in the physical world, humanoid robots must "understand the rules" from the real world, and this requires a large amount of structured, multimodal, and task-oriented data. What Baidu excels at is precisely collecting, cleaning and training these complex data, and then using large models to boil a pot of algorithmic soup for robots to drink and perform actions. In contrast, Alibaba is like a conductor of a band, mobilizing the Tongyi Qianwen large model on one hand and investing in robot body enterprises such as Zhuji Power and Yuanluo Technology on the other, attempting to complete the closed loop of embodied intelligence within the domestic large model system. Ecology is not merely about "breadth", but more importantly, about "stability". A high-quality ecosystem must have the ability to maintain stable operation amid fluctuations in computing power, data mixing, and model upgrades. And this is precisely the true shift from "technology supremacy" to "ecology supremacy", no longer about who runs faster, but who goes further. This is not a war of "creating humans", but a bet on the future. As humanoid robots keep making headlines, dancing on exhibition stands, pouring water and folding clothes, the narrative of the industry seems to have been condensed into a "small goal" : whoever creates humans first will be the king. But this seemingly resounding slogan, when placed on the real battlefield of embodied intelligence, appears overly Ljus . Den verkliga konkurrenspunkten har aldrig varit "som skapar människor först", men som verkligen kan uppnå saker med "människor" . Detta är ett maraton av teknik och uthållighet, inte en tre-minuters skit som visar en bion en bionisk skandel är ett system som är ett systematiskt projekt om hur nya arter kan ta sig i den verkliga värld Kablar . Det är inte svårt att "skapa människor", men den hårda delen är att göra den "mänskliga formen" att leva som ett produktivitetsverktyg . Naturligtvis är de stora företagen väl medvetna om att denna revolution i förankrad intelligens kan inte uppnås av bara en eller två robotar som kan dansa på presskonferenser .}}} varjeal varje talande module och stillestånd i dag är en stillestånd i dag som är stillestånd i dag bara en JU -JU -JU hantverkare i den verkliga fysiska världen och är fortfarande långt ifrån att vara en allmän arbetskraft . för att uttrycka det mer enkelt, en humanoidrobot som kan hälla kaffe, vika kläder och öppna dörrar skulle saknas om varje uppgift skulle vara programmerad och testad separat . bristen på replikbarhet innebär att det inte är ett verktyg men mer som ett prov

 

This is not a race about "creating humans", but a ranking race betting on future operating systems. No one entered the market empty-handed, nor did anyone attempt to take all at once. It is no exaggeration to say that embodied intelligence is a second physical operating system no less than that of the Steam Revolution. When people attempt to review this epoch-making leap in the embodied intelligence Branschen kan de upptäcka att de stora företagen som inte personligen "skapade människor" i stället har lagt grunden för hela branschen för att gå mot framtiden . inte varje industriell revolution kräver en ledare som håller en fackla hög; more often than not, it needs those who build the road in the dark. Tianyancha and media comprehensive information show that Baidu, with its platform as the foundation, has opened up and shared its "intelligence" structure. Tencent opts for cloud-edge collaboration, embedding its "connection" capabilities into the ecosystem. Alibaba is attempting to create a Unified "Skeleton" för intelligenta agenter . Huawei har lagt fram ett komplett "tekniknätverk" från chips till terminaler, från fabriker till algoritmer . De valde inte att sträva efter att vara den glamorösa skådespelarna på scenen, men istället byggde strukturella ramverk för detta spel av brick {{{12.}}}}}) the second on electricity and assembly lines, and the third on semiconductors and the Internet. However, people are now at a critical juncture in integrating cognition and execution. Humanoid robots are visible shells to the naked eye, but their true engines are the data, models, computing power, algorithms, interface standards behind them, as well as the full-stack, cross-industry ecological cooperation chain. This is not a war of "creating humans", but a strategic bet on who will take the helm and set the rules in the future intelligent society. The true thread of this final craze does not lie in who first pieced together the steel skeleton, but in who can quietly stitch together the underlying technology, activate the entire ecosystem, and ultimately make humanoid robots efficient executors in the real World . För närvarande är rampljuset på humanoidrobotar som kan fälla kläder och dansa . men applåderna kanske inte tillhör deras tillverkare, men till systemplanerarna som bygger scenen, fördelar resurser och ställer reglerna bakom kulisserna .}

 

In this evolution of the new industrial logic, the big players did not steal the spotlight but quietly laid the foundation for the future. They are like the unseen "dispatchers" of railway construction, connected to the developer community on one end and standardized terminal devices on the other. They organize productivity with a platform mindset and coordinate resources to weave a new intelligent structure. This generation of major players is no longer obsessed with one-off best-selling products, but rather more like laying the groundwork for the next industrial century. Instead of Shouting that we should change the world, they are tightening the screws of the future direction with computing power, models, data and scenarios. When humanoid robots truly enter daily life, those companies that seem not to have "created humans" today may have long become the "directors" who hold the value code av den förkroppsliga underrättelseindustrin .

 

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