#China #Hangzhou #Tuya Smart #AI Hardware #Robopoet

Tuya Smart's Strategic Investment in Robopoet

In a significant move to enhance the commercialization of physical AI technology, Tuya Smart (NYSE: TUYA, HKEX: 2391), a leading global provider of AI cloud platform services, has announced its strategic investment in Robopoet's recently closed RMB 100 million pre-A financing round. This financial backing comes alongside participation from established investors like Sequoia China and GSR Ventures, marking a decisive step in Tuya's plan to strengthen its foothold in the AI hardware market.

Background of the Investment

Since 2025, Tuya Smart has been collaborating with Robopoet, offering its global AI cloud platform support that played a crucial role in the launch and success of Robopoet's Fuzozo product. As of June 2026, Fuzozo has achieved remarkable domestic sales nearing 300,000 units, indicating a positive response to AI-driven consumer products.

Alex Yang, Co-founder and COO of Tuya Smart, emphasized the importance of 2026 as a pivotal year for AI hardware, stating, “Market-validated, AI-native hardware is entering a phase of explosive growth.” This investment is not just about a single product; it symbolizes a broader vision for the commercialization of AI hardware, bridging the gap between advanced technology and everyday consumer use.

Success in the AI Toy Market

Tuya's success was particularly evident during the 618 Shopping Festival, which is China’s largest mid-year online shopping event. During this period, Fuzozo sold an impressive 40,000 units, securing the top position in Tmall's AI toy category. Other AI toys empowered by Tuya, such as Walulu and AOOMII Smart AI Companion Robot, also achieved notable sales figures, further validating Tuya's effective empowerment model in the AI toy ecosystem.

These successes highlight the extensive support Tuya provides in both product innovation and market entry for developed AI hardware products. Tuya’s AI Development Platform facilitates a streamlined transition from concept to mass production, enhancing the overall capacity for brands to penetrate global markets efficiently.

The Future of AI Hardware

The investment in Robopoet is anticipated to facilitate Tuya's ongoing support for AI hardware innovators, focusing on critical connectivity within its AI+IoT ecosystem. Tuya's comprehensive full-stack AI toolkit includes proprietary technologies such as Personal Voice Activity Detection (PVAD), Physical AI Foundation V2.8, WukongAI 3.0, T-RTC real-time communication network, and OmniMem V2.0, designed to simplify the development for hardware manufacturers.

As AI technology continues to develop, Tuya aims to bolster its global cloud platform capabilities, enabling innovators to succeed under the emerging