Tuya Smart Champions the Future of Physical AI with New Investment in Robopoet

In a bold move to advance its vision for the commercialization of physical artificial intelligence, Tuya Smart (NYSE: TUYA, HKEX: 2391), a prominent AI cloud platform provider, has recently made a significant investment in Robopoet. This investment took place during Robopoet's recent pre-A financing round, successfully raising 100 million RMB. The round attracted participation from established investors such as Sequoia China and GSR Ventures, as well as two additional new investors, highlighting the confidence in Robopoet's innovations.

The investment reflects Tuya Smart's commitment to enhancing its portfolio and accelerating the growth of AI technologies. Both companies first partnered in 2025 when Tuya began empowering Robopoet with its comprehensive global AI cloud services. Their collaboration has resulted in the development of Fuzozo, Robopoet's flagship product, which has reported impressive sales figures nearing 300,000 units as of June 2026.

A Transformative Partnership

The relationship between Tuya and Robopoet signifies much more than just a financial backing; it represents a collaborative effort toward the integration of AI capabilities in everyday products. According to Alex Yang, Co-founder, COO, and CFO of Tuya Smart, 2026 is pivotal for the commercialization of AI hardware. The trend in AI is shifting from theoretical models to practical applications that resonate with consumers, making the partnership significant in a rapidly evolving market.

Tuya aims to broaden the scope of its investment strategy, looking beyond individual products to support a movement toward the widespread acceptance of AI-powered hardware. The rise of intelligent products—from AI-driven toys to smart home devices—illustrates a growing trend where technology is becoming an integral part of daily life, often referred to as proactive AI companions.

Market Validation and Success in Sales

Tuya's investment strategy has already yielded notable results at recent marketing events. During the 618 Shopping Festival, which is the largest mid-year online shopping celebration in China, Robopoet's Fuzozo sold an impressive 40,000 units, securing the top spot in Tmall’s AI toy category. This success was echoed by other Tuya-supported products, showcasing a healthy ecosystem for AI-based consumer goods. Products such as Walulu and the AOOMII Smart AI Companion Robot also reported significant sales, indicating a robust demand for AI solutions in various forms.

The evidence of market validation in this segment is encouraging, showing that the AI-powered products not only appeal to consumers but are also backed by a solid framework of support from companies like Tuya. With its strong research and development capabilities, Tuya has facilitated various products' journeys from initial concept to mass production, demonstrating its effectiveness in scaling up innovative AI solutions.

Future Endeavors

Looking ahead, Tuya plans to further its mission to empower hardware developers by expanding its full-stack AI toolkit capabilities. This includes an array of proprietary technologies designed to make product development more accessible, such as the Personal Voice Activity Detection model and the Physical AI Foundation. With these tools at hand, Tuya aims to nurture emerging innovators in the AI space, particularly those adopting the