Tuya Smart Fuels Physical AI Market Expansion with Strategic Investment in Robopoet

Tuya Smart, a renowned leader in cloud services for artificial intelligence (AI), has made a significant stride by investing strategically in Robopoet, a company known for its innovative AI products. This investment marks a pivotal moment in the commercialization of physical AI, revealing Tuya's unwavering commitment to influencing the trajectory of AI hardware in the global market.

The investment occurred during Robopoet's pre-series A funding round, where the company successfully raised 100 million RMB. This funding round saw participation from notable investors, including Sequoia China and GSR Ventures, which reflects a solid confidence in Robopoet's potential. Tuya's involvement is aimed at enhancing its capacity to market AI in tangible forms while expanding its AI ecosystem.

As of June 2026, Robopoet's flagship product, Fuzozo, has reached impressive national sales nearing 300,000 units. This success is a testament to the effective partnership that began in 2025, when Tuya provided a global AI cloud platform to help Robopoet transform its AI companion product into a market sensation. The collaboration represents a strategic move for both firms, underscoring their synergistic relationship in the growing AI hardware arena.

A New Era for AI Hardware

According to Alex Yang, co-founder and CFO of Tuya Smart, 2026 represents a crucial phase for AI hardware commercialization. “AI-native hardware that has market validation is entering a period of explosive growth,” he stated. The strategic approach taken by Tuya transcends singular product categories, embodying a broader vision for AI hardware commercialization. As AI evolves from theoretical models to real-world applications, the hardware segment is increasingly recognized as a vital connection point between technological advancements and the everyday consumer.

From AI-powered robots and toys to smart home devices, these innovative products are evolving into proactive AI companions. Through its AI+IoT ecosystem, Tuya continues to bridge AI technology with the physical world, enabling companies like Robopoet to flourish.

Robust Market Validation

The recent Shopping Festival 618 in China highlighted the effectiveness of Tuya’s empowering model on a large scale. Fuzozo claimed the top spot in the AI toy category on Tmall, selling 40,000 units. Other AI-enhanced toys, powered by Tuya, demonstrated significant sales, with Walulu selling 8,000 units and AI companion products like AOOMII and Scruffy achieving sales approximating 5,000 units each. This exceptional market performance serves as crucial validation for Tuya's commitment to innovation and market expansion.

This trend confirms that AI hardware is not only becoming part of the public’s daily life but also demonstrates the maturity and replicability of Tuya’s enabling model for AI hardware.

Driving Full-Stack AI Innovation

To support this initiative, Tuya has developed a comprehensive full-stack AI toolkit designed to lower entry barriers for hardware developers. This toolkit comprises proprietary technologies, such as the Personal Voice Activity Detection (PVAD) model, Physical AI Foundation V2.8, WukongAI 3.0, Real-Time Communication Network T-RTC, a physical action model, and the OmniMem V2.0 long-term memory system.

As Tuya looks to the future, the company plans to expand its global AI cloud platform capabilities and international resources to aid AI hardware innovators and support the emerging 'One-Person Business' model. By making strategic investments like that in Robopoet, Tuya aims to create a new growth model focused on enhancing its AI platform, fostering ecosystem collaboration, and driving the global commercialization of AI hardware innovations.

In conclusion, Tuya Smart's strategic investment in Robopoet is not just a financial transaction but signifies a larger movement towards the integration of AI into everyday life through tangible products. As the demand for AI technologies increases, Tuya is determined to remain at the forefront of this transformation, paving the way for innovative solutions and new market opportunities in the AI landscape.