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Hesai launches Kosmo data engine and discloses progress on robot motion modules, positioning itself as physical AI infrastructure

Hesai held its Kosmo global launch event in Shanghai on October 14, unveiling Kosmo, a new three-dimensional world data engine, and disclosing that its robot motion modules have begun commercial delivery, with cumulative deliveries exceeding 10,000 units. The next-generation motion module offers roughly 3x the torque density and power density of benchmark products, is 37% smaller in volume, and achieves transmission efficiency above 95%; the company expects motion module shipments to reach the hundred-thousand level by 2027, with a revenue guidance of 200 million to 300 million yuan for its strategic growth business in 2026.

Part of the event: Hesai Releases Kosmo Data Engine and Discloses Over 10,000 Units of Robot Motion Modules Delivered

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