In recent times, the embodied AI industry has been abuzz with reports of "hundred-million-yuan deals." However, these announcements have also sparked skepticism. Some industry practitioners raise a pertinent question: Considering that many humanoid robots currently struggle to perform even basic tasks, akin to running a marathon, how can they be rapidly deployed in real-world applications and establish a viable commercial ecosystem? Are these multi-million-yuan contracts truly driven by genuine market demand, or are they merely inflated "bubbles" destined to burst?

Through interviews with various sources, the reporter discovered that some of these so-called "huge deals" are, in fact, framework agreements or intention orders. The backgrounds and qualifications of both the buyers and sellers involved in these transactions are not adequately transparent, raising concerns about the accuracy of the reported figures.

Despite these uncertainties, the influence of authentic demand on these deals cannot be entirely overlooked. There is a tangible need for AI solutions in areas such as data collection, performance optimization, and straightforward handling and sorting tasks within factories.