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OFweek Robotics·· 12 days agoAI score58

Will data collection become a "sacrifice" of embodied intelligence?

Summary

The article notes that in less than two years, 106 humanoid robot data collection centers have been built nationwide in China. Some robot companies inflate reported revenue through a "sell equipment—buy back data" arrangement, and Mech-Mind founder Shao Tianlan has publicly mentioned such irregularities. Data prices have fallen from over 200 yuan per hour last year to over 100 yuan this year, and collection methods are shifting from real-robot teleoperation to bodyless collection, reducing the need for data collection centers to purchase robots. The article also cites Forbes' questioning of Figure AI's valuation bubble and a speculation that industry consolidation is expected to become concentrated between the second half of 2026 and 2027.

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Source: OFweek Robotics · robot.ofweek.com