Tuya Smart Accelerates Physical AI Commercialization with Strategic Investment in Robopoet
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.
Key Figures
Previous AI Reports
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jun 26 | AI strategy forum | Positive | +2.3% | Co-founder discussed real-world AI applications and global developer ecosystem expansion. |
| Apr 24 | AI platform expansion | Positive | +4.3% | Tuya unveiled expanded AI capabilities for home, robot, and energy ecosystems. |
| Mar 11 | AI technology showcase | Positive | -1.6% | RiseLink showcased edge AI technology and a strategic Tuya collaboration. |
| Jan 30 | AI toy showcase | Positive | +0.0% | Tuya presented AI toys and an end-to-end developer and retail solution. |
| Jan 12 | AI robot launch | Positive | +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.
Tag-specific AI news averaged a 2.46% move across five events, with three aligned positive reactions and two divergences.
Key Terms
pre-A financing financial
physical AI technical
personal voice activity detection (PVAD) technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
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,
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.
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SOURCE Tuya Smart