After GPT-6 Astra's release, how is the embodied intelligence industry chain landscape changing?

After GPT-6 Astra's release, general large models can directly control robots to perform tasks; embodied data orders are rebounding, the value of body companies is being reassessed, and model companies building embodied brains now face competition on the same field as foundation model giants. In NVIDIA testing, Astra achieved a 66.3% success rate in zero-shot direct action output, higher than π0.5, but average single-inference time was 18.56 seconds, and one successful action consumes about 160,000 tokens, equivalent to $1.96. The industry currently prefers having general models handle planning and the semantic layer, while embodied models handle millisecond-level motion control and the execution layer.