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Story

China's embodied-AI data centers face scrutiny as local governments top robot buyers

AI summary

A long-form analysis published with authorization by TMTPost maps China's embodied-AI data-collection industry: by the end of June 2026 more than 70 embodied-AI training sites were in operation nationwide, with 46 more under construction or planned across 18 provincial-level regions. It cites a Caijing magazine report describing a funding loop in which local governments or state platforms provide sites, money and scenarios, data centers buy complete robots from hardware makers, and funds return through data orders, and quotes Mech-Mind founder Shao Tianlan alleging some firms use data centers and related-party deals with local governments, investors and suppliers to manufacture "fake, unsustainable revenue"; Galbot said it denies the claims and has reported them to police, and no regulatory or audit conclusions exist so far. The piece also reports that quoted prices for real-robot teleoperation data have fallen from 500–1,000 yuan per hour to around 100 yuan and even 5 or 3 yuan, and that Beijing's Shijingshan humanoid-robot data training center stopped operating after less than 18 months as partner Realman withdrew its equipment.

In-depth insight

The article argues that publicly funded data-collection centers have become a bookable revenue source for some humanoid-robot makers, while "the only absent party" in the funding loop is an end customer paying with its own money, which is why the author calls that revenue unsustainable.

(本文作者为 斯马克开源,钛媒体经授权发布)

斯马克开源(机器人版)

上海张江。

一座五千平方米的训练场,一百多台机器人来自十几个不同的品牌,高矮胖瘦各不相同。

每一台身边几乎都站着一位年轻的操作员,不断重复着同一个动作。

#Leju Robotics#Realman Intelligent#Galbot#Mech-Mind#JD.com#Wuxi Data Group#Figure AI#CAICT#AgiBot#OpenLoong#OpenLET

Original · 18 min readRead the original
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