Tuya Smart Accelerates Physical AI Commercialization with Strategic Investment in Robopoet

Tuya Smart (NYSE: TUYA; HKEX: 2391) has made a strategic investment in Robopoet’s recently closed RMB 100 million pre-A financing round, alongside Sequoia China, GSR Ventures and other investors.

Rhea-AI Summary

Tuya Smart (NYSE: TUYA; HKEX: 2391) has made a strategic investment in Robopoet’s recently closed RMB 100 million pre-A financing round, alongside Sequoia China, GSR Ventures and other investors. The move aligns with Tuya’s goal to accelerate commercialization of physical AI using its global AI cloud platform.

Robopoet’s AI companion toy Fuzozo has reached cumulative domestic sales approaching 300,000 units by June 2026. During China’s 618 Shopping Festival, Fuzozo sold 40,000 units and topped Tmall’s AI toy category, while several other Tuya-empowered AI toys each achieved thousands of unit sales, demonstrating the scalability of Tuya’s AI+IoT empowerment model.

Tuya highlights its full-stack AI capabilities—such as PVAD, Physical AI Foundation V2.8, WukongAI 3.0, T-RTC, Physical Action Model and OmniMem V2.0—as the technical base to support hardware innovators and global expansion of AI-native products.

Positive

• RMB 100 million Robopoet pre-A round participation strengthens Tuya’s physical AI footprint
• Fuzozo cumulative sales near 300,000 units by June 2026 validate AI toy demand
• 618 Festival Fuzozo sales of 40,000 units, ranking first in Tmall’s AI toy category
• Multiple Tuya-empowered AI toys each selling about 5,000–8,000 units show ecosystem traction
• Full-stack AI toolkit (PVAD, WukongAI 3.0, OmniMem V2.0) enhances Tuya’s developer value proposition

Negative

• None.

Market Context

The AI-tagged record averaged 2.46% across five events, with both positive and negative outcomes. Th...

Analysis

The AI-tagged record averaged 2.46% across five events, with both positive and negative outcomes. This announcement adds commercialization evidence; investors can watch for documented adoption, while execution remains a risk.

Key Figures

Pre-A financing round: RMB 100 million Cumulative Fuzozo sales: 300,000 units Fuzozo 618 sales: 40,000 units +5 more

Pre-A financing round

RMB 100 million

Robopoet round receiving Tuya's strategic investment

Cumulative Fuzozo sales

300,000 units

Domestic sales approaching this level as of June 2026

Fuzozo 618 sales

40,000 units

618 Shopping Festival; first in Tmall's AI toy category

Walulu 618 sales

8,000 units

618 Shopping Festival

Other AI toy sales

approximately 5,000 units

AOOMII, AI Scruffy Cat, and Wozzi during the 618 Shopping Festival

Physical AI Foundation

V2.8

Tuya proprietary technology toolkit

WukongAI

3.0

Tuya proprietary technology toolkit

OmniMem

V2.0

Long-term memory system in Tuya's technology toolkit

Previous AI Reports

5 past events · Latest: Jun 26

Same Type 5 events

1. Jun 26

   AI strategy forum

   24h Move

   +2.3%

   Co-founder discussed real-world AI applications and global developer ecosystem expansion.

2. Apr 24

   AI platform expansion

   24h Move

   +4.3%

   Tuya unveiled expanded AI capabilities for home, robot, and energy ecosystems.

3. Mar 11

   AI technology showcase

   24h Move

   -1.6%

   RiseLink showcased edge AI technology and a strategic Tuya collaboration.

4. Jan 30

   AI toy showcase

   24h Move

   +0.0%

   Tuya presented AI toys and an end-to-end developer and retail solution.

5. Jan 12

   AI robot launch

   24h Move

   +7.3%

   Tuya unveiled Aura, an AI-powered companion robot for pets.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

pre-A financing, physical AI, personal voice activity detection (PVAD)

3 terms

pre-A financing financial

"Robopoet's recently closed RMB 100 million pre-A financing round."

Pre-A financing is an early-stage funding round that sits between seed funding and a formal Series A raise, where startups secure capital to grow product, customers, or team before meeting the milestones expected for a Series A. It matters to investors because it signals a company is past initial proof-of-concept but not yet fully scaled, offering a chance to invest at a valuation potentially lower than a Series A — like joining a team after basic practice but before full league play.

physical AI technical

"Tuya's strategic investment signals its accelerating push to close the commercialization loop for physical AI."

Physical AI combines artificial intelligence with physical devices or environments, enabling machines to interact with and adapt to the real world in a human-like way. It matters to investors because it can lead to smarter robots, autonomous vehicles, or advanced sensors that improve efficiency and open new markets, potentially creating significant business opportunities and competitive advantages.

personal voice activity detection (PVAD) technical

"including the Personal Voice Activity Detection (PVAD) model"

Personal voice activity detection (pVAD) is a software feature that recognizes when a specific user’s voice is speaking versus background noise or other people, often running on a device to decide when to listen, record or activate voice features. For investors, pVAD affects user experience, privacy risk, regulatory compliance and hardware costs—like a smart filter that reduces false wake-ups and unnecessary data use, which can drive adoption and differentiate products in voice-enabled markets.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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HANGZHOU, China, July 21, 2026 /PRNewswire/ -- Tuya Smart (NYSE: TUYA, HKEX: 2391), a leading global AI cloud platform service provider, made a strategic investment in Robopoet's recently closed RMB 100 million pre-A financing round. The round also drew participation from existing backers Sequoia China and GSR Ventures, along with two other new investors. Tuya's investment signals its accelerating push to close the commercialization loop for physical AI.

Behind the Investment: From AI Development to Global Expansion

Tuya's strategic investment comes as Robopoet's debut product Fuzozo has achieved cumulative domestic sales approaching 300,000 units as of June 2026. The two companies' partnership dates to 2025, when Tuya began providing the underlying global AI cloud platform that helped transform this compact, plush, eye-blinking AI emotional companion into a market sensation.

"2026 marks the critical window for AI hardware to be commercialized at scale. Market-validated, AI-native hardware is entering a phase of explosive growth," said Alex Yang, Co-founder, COO and CFO of Tuya Smart.

The strategic rationale goes beyond a bet on a single product category. It reflects a broader vision for AI hardware commercialization. As AI advances from models to real-world applications, AI hardware is emerging as a key bridge connecting the technology with consumers. From AI robots and toys to smart home devices, intelligent products are evolving into proactive AI companions. Through its AI+IoT ecosystem, Tuya will continue to drive the convergence of AI and the physical world.

Strong Market Validation of AI Toy Solutions

During the 618 Shopping Festival, China's largest mid-year online shopping event, Tuya's empowerment model proved its effectiveness at scale: Fuzozo sold 40,000 units, ranking first in Tmall's AI toy category, while other Tuya-empowered AI Toy products collectively demonstrated ecosystem-wide momentum: Walulu sold 8,000 units; AOOMII Smart AI Companion Robot, AI Scruffy Cat and Wozzi each reached approximately 5,000 units in sales; and Famue landed on JD.com's Smart Robot Gold List.

Despite their diverse forms and purposes, these products share a common foundation: Tuya provided critical support in either product innovation or market expansion. On the R&D side, Tuya AI Development Platform helped products rapidly navigate the journey from concept to mass production. On the market side, Tuya opened its localized operational resources and channel access capabilities, paving the way for brands like Fuzozo to enter the global market.

The breakout of these AI hardware products not only confirms that AI hardware is entering the public's daily life but also validates the maturity and replicability of the AI hardware empowerment model.

Empowering Physical AI Innovation with Full-Stack AI Capability

Underpinning this push is a comprehensive full-stack AI toolkit designed to lower barriers for hardware developers. Tuya has deployed a suite of proprietary technologies including the Personal Voice Activity Detection (PVAD) model, Physical AI Foundation V2.8, WukongAI 3.0, T-RTC real-time communication network, Physical Action Model, and OmniMem V2.0 long-term memory system.

Looking ahead, Tuya will continue to open its global AI cloud platform capabilities and overseas resources to support AI hardware innovators and the emerging "One Person Company" model. Through strategic investments such as Robopoet, Tuya aims to build a new growth model centered on AI platform empowerment, ecosystem collaboration, and global commercialization of AI hardware innovations.

View original content to download multimedia:https://www.prnewswire.com/news-releases/tuya-smart-accelerates-physical-ai-commercialization-with-strategic-investment-in-robopoet-302830728.html

SOURCE Tuya Smart

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Tuya Smart (NYSE: TUYA) announce about its investment in Robopoet on July 21, 2026?

Tuya Smart announced a strategic investment in Robopoet’s recently closed RMB 100 million pre-A round. According to Tuya Smart, this investment supports its strategy to accelerate commercialization of physical AI by combining its global AI cloud platform with fast-growing AI hardware innovators.

How large is Robopoet’s pre-A financing round that Tuya Smart invested in?

Robopoet’s pre-A financing round totaled RMB 100 million, with Tuya Smart as a strategic investor. According to Tuya Smart, the round also attracted Sequoia China, GSR Ventures and additional new investors, reinforcing confidence in Robopoet’s AI toy products and broader physical AI potential.

How is Tuya Smart involved in Robopoet’s Fuzozo AI toy and its sales performance?

Tuya Smart provides the underlying global AI cloud platform powering Robopoet’s Fuzozo emotional companion toy. According to Tuya Smart, Fuzozo’s cumulative domestic sales neared 300,000 units by June 2026, with 40,000 units sold during the 618 Shopping Festival, topping Tmall’s AI toy category.

What does the Robopoet investment mean for Tuya Smart’s physical AI commercialization strategy (TUYA)?

The Robopoet investment supports Tuya Smart’s aim to close the commercialization loop for physical AI. According to Tuya Smart, it intends to build a growth model centered on AI platform empowerment, ecosystem collaboration, and global commercialization of AI-native hardware across toys, robots and smart home devices.

Which AI hardware products powered by Tuya Smart showed sales traction in the 618 Shopping Festival?

Fuzozo sold 40,000 units, while Walulu sold 8,000 units, and AOOMII Smart AI Companion Robot, AI Scruffy Cat and Wozzi each sold about 5,000 units. According to Tuya Smart, these Tuya-empowered products demonstrate ecosystem-wide momentum in AI hardware categories.

What AI technologies does Tuya Smart offer to support physical AI and AI toy developers?

Tuya Smart offers a full-stack AI toolkit, including its PVAD model, Physical AI Foundation V2.8, WukongAI 3.0, T-RTC network, Physical Action Model and OmniMem V2.0. According to Tuya Smart, these tools lower R&D barriers and speed AI hardware from concept to mass production.

How does Tuya Smart’s AI+IoT ecosystem support global expansion of AI hardware products like Fuzozo?

Tuya Smart provides AI development platforms, localized operations and channel access to help AI hardware brands expand globally. According to Tuya Smart, this empowerment model supported Fuzozo’s rapid commercialization and is being replicated across multiple AI toys, validating its scalability for international markets.