Tuya Smart Boosts Physical AI Commercialization Through Robopoet Investment

Key Takeaways

Tuya Smart has invested in Robopoet’s RMB 100 million pre-A financing round, pushing forward the commercialisation of AI hardware.
Robopoet’s Fuzozo product has achieved nearly 300,000 domestic sales, indicating strong market demand for AI toys.
Tuya is focused on supporting AI hardware development through a comprehensive toolkit and partnerships to enhance global commercialization.

Investment in AI Hardware Commercialization

Tuya Smart, a global AI cloud platform service provider, has made a strategic investment in Robopoet’s recently completed RMB 100 million pre-A financing round. This round attracted participation from existing investors Sequoia China and GSR Ventures, along with new financial backers. Tuya’s involvement marks a significant step in its strategy to advance the commercialisation of physical AI technology.

The partnership between Tuya and Robopoet began in 2025, enabling the development and success of Robopoet’s debut product, Fuzozo. By June 2026, cumulative domestic sales for Fuzozo approached 300,000 units, showcasing its popularity. According to Tuya’s co-founder Alex Yang, 2026 represents a crucial time for large-scale commercialisation of AI hardware, as market-validated products are poised for rapid growth.

Tuya’s investment extends beyond support for a single product; it aligns with a vision for broader AI hardware commercialisation. As AI technology evolves from theoretical models to practical applications, hardware is becoming essential for consumers to engage with AI solutions. This shift includes a variety of intelligent products, from AI robots to smart home devices, all evolved to serve as proactive companions. Through its AI+IoT ecosystem, Tuya aims to facilitate the integration of AI into everyday life.

Market Validation of AI Toys

Tuya’s strategy was notably effective during the recent 618 Shopping Festival, a major mid-year shopping event in China. Fuzozo emerged as a top seller, with 40,000 units sold, dominating Tmall’s AI toy category. Other AI toy products within Tuya’s ecosystem also performed well. For example, Walulu achieved sales of 8,000 units, while the AOOMII Smart AI Companion Robot and others sold approximately 5,000 units each, contributing to a visible upward trend in the ecosystem.

These successful sales reflect the growing integration of AI hardware into daily life, as well as the replicability of Tuya’s empowerment model. Tuya’s AI Development Platform played a pivotal role, enabling products to swiftly move from conception to mass production while also providing localized operational and marketing resources for creators like Robopoet.

Full-Stack AI Capabilities Supporting Innovation

A crucial element driving this growth is Tuya’s full-stack AI toolkit, designed to remove obstacles for hardware developers. This includes proprietary technologies such as the Personal Voice Activity Detection (PVAD) model and the Physical Action Model, among others. These tools allow developers to innovate quickly, streamlining the path from idea to market.

Moving forward, Tuya plans to leverage its global AI cloud platform and overseas resources to back AI hardware innovators. This approach aligns with emerging business models, such as the “One Person Company,” which empower individual developers within the AI space. Investments like that in Robopoet reflect Tuya’s ambition to foster a new growth model centered on AI platform support, collaborative ecosystems, and global market presence in AI hardware.

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