******具身AI&世界模型（中国融资核爆/日本目标/NVIDIA）******
Key Questions
What is the funding boom in China's embodied AI?
Q1 saw 210 deals totaling 300B RMB, averaging 2 daily and 3B entry. Xinghai Tu raised 20B at 200B valuation. Capital explosion in sector.
What are Japan's goals in embodied AI?
Japan targets 30% share with 63B SoftBank funding for VLM robots. Quiet bet on physical AI pays off globally. Differs from others.
What NVIDIA projects involve embodied AI?
NVIDIA's NemoClaw, OpenShell, PhAIL GR00T advance world models. Optimizations with Fireworks. Ties to robotics.
What Chinese advancements in world models?
Tsinghua/UBTech lead; Kling video models. Mianbi auto landings. China opens AGI track with world models + embodied.
What standards emerged for embodied AI?
FlagOS 2.0 released at Zhongguancun Forum; first industry standard. Daily tokens hit 140T.
What is Xinghai Tu's approach?
Design for AI hardware around models; highest domestic valuation post-20B raise. Occupies physical carriers first.
Global trends in embodied AI?
Yann LeCun on frontiers; US HumDex for dexterous control. Japan watches; AI lacks embodiment causing errors.
Other financing in sector?
Wujie Fangzhou multi-hundred million Pre-A by Shaoyin. Focus on AIOS hardware.
中国Q1具身210起300亿大基金25亿；日本30%份额63亿SoftBank VLM机器人；清华/优必选/NVIDIA NemoClaw/OpenShell/PhAIL GR00T；Kling视频；Fireworks优化；面壁汽车落地。