Embodied AI MaaS rises: comparing three approaches from Yuanli Lingji, Physical Intelligence, and Dream Labs
The article argues that, limited by onboard compute and heat dissipation in robot bodies, embodied model inference is shifting to the cloud, and embodied AI MaaS is becoming a new direction. In July 2026, Yuanli Lingji released a general embodied MaaS service; in October, Physical Intelligence launched an invitation-only Pi API Beta; and Dream Labs launched Dream API backed by a $90 million seed round.