China-US Embodied Brain Showdown: Bodies Have Won, Brains Are Still Racing

The Chaoyong AI editorial team compares China-US paths in embodied intelligence, arguing that China leads in complete-machine cost, supply chain, and shipment scale, while US companies enter the physical world through general-purpose models. The article cites cases including Qianxun Intelligence's Moz1 maintaining a plug-in success rate above 99% on a CATL PACK production line, the HOST framework from Zhiyuan (Variable) achieving an average success rate of 62% across 50 desktop tasks, and Physical Intelligence negotiating a funding round of over $1 billion. It proposes that cross-embodiment and cross-task success rates, customer repurchases, and whether model revenue can be independent of hardware delivery are the key criteria for judging the value of brain companies.