Gasgoo Munich- Here are the week's major headlines in embodied intelligence and driver assistance:
Musk Announces: Tesla Humanoid Robot Optimus 3 to Enter Production This Summer
Elon Musk recently stated that Tesla's latest-generation humanoid robot, the Optimus 3, will enter the production phase this summer.
"We have entered the final completion stage of Optimus 3. It will undoubtedly be the world's most advanced robot, with no product able to match it. In fact, I have never seen a robot demonstration that can rival Optimus 3," Musk said.
Image Source: Tesla
He also set expectations for the production ramp of the Optimus 3, noting that initial volumes for the humanoid robot will be very low, though mass production could be realized by 2027.
Notably, recent reports suggested that Tesla's third-generation humanoid robot, Optimus, had debuted at AWE 2026. However, a representative at the Tesla booth clarified that the exhibit was the second-generation model, and the third generation has not yet been officially released.
Xiaozhi Take: "Never seen a rival" — that is classic Musk. Using absolute confidence to lock in global mindshare and capital attention for a product that hasn't even started production yet.
Lingchu Intelligence Announces Completion of 2 Billion Yuan Financing
Gasgoo has learned that Lingchu Intelligence has closed angel and Pre-A financing rounds totaling 2 billion yuan. Proceeds will be used to scale applications in logistics scenarios and build large-scale data acquisition systems.
Image Source: Lingchu Intelligence
Founded in 2024, Lingchu Intelligence has been dedicated to solving the dexterous manipulation challenges of embodied intelligence since its inception. Centered on an end-to-end VLA model, it builds software toolchains and efficiently acquires real interactive data through its self-developed Psi-SynEngine, significantly reducing collection costs.
Currently, Lingchu Intelligence has completed small-scale scenario validation in real logistics customer warehouses, achieving substantive breakthroughs in sorting efficiency.
Building on this, Lingchu Intelligence plans to establish the nation's largest dexterous hand dataset by 2026, laying a solid data foundation for embodied intelligence to move from technological leadership to commercial viability. Simultaneously, the company will further promote the implementation of embodied intelligence in complex logistics environments, advancing procedural delivery to get humanoid robots truly into factories and the market.
Xiaozhi Take: Behind Lingchu Intelligence's drive to build the country's largest dexterous hand dataset lies the extreme thirst for high-quality real-world data in embodied intelligence.
5 Rounds in 6 Months, Simplexity Robotics Raises Total of 2 Billion
On March 9, Simplexity Robotics made its first official announcement, having completed five consecutive financing rounds within six months with a cumulative amount of 2 billion yuan, becoming the youngest "unicorn" in the field.
Simplexity Robotics noted that the raised funds will be fully invested in training base models, body R&D and iteration, data acquisition, and core algorithm development, accelerating the large-scale application of embodied intelligence technology across multiple scenarios.
Image Source: Simplexity Robotics
Established in July 2025, Simplexity Robotics's legal representative is Jia Peng, who also serves as CEO. Other core executives include Chairman Wang Kai and COO Wang Jiajia. They share a common label: all are from Li Auto. Before joining, Jia Peng was head of intelligent driving R&D at Li Auto, Wang Kai was former CTO, and Wang Jiajia was head of intelligent driving mass production.
In its core business, Simplexity Robotics is dedicated to creating embodied intelligence products with high user value through high-ceiling unified models, efficient data closed-loops, and highly reliable robot hardware. To this end, the company insists on full-stack in-house software and hardware development. Using a philosophy of "model defining body, software defining hardware," it has built a concise and efficient technical system centered on "Four O" (one model, on device, one body, one hour).
Currently, Simplexity Robotics has completed R&D on two generations of robot bodies for both B-end and C-end markets, achieving small-batch rollouts and fully launching PoC verification. Notably, from the first employee joining to the unveiling of its first self-developed robot prototype, Simplexity Robotics took less than 45 days.
Xiaozhi Take: Six months, five rounds, 2 billion. Is this the "China Speed" of embodied intelligence, or simply capital anxiety and thirst?
Former Nvidia Simulation Head Starts Up, Raises 1 Billion
Gasgoo has learned that "unicorn" Guanglun Intelligence in the embodied intelligence data sector has recently completed A++ and A+++ financing rounds totaling 1 billion yuan.
Founded in 2023, Guanglun Intelligence's founder and CEO, Xie Chen, is an internationally top-tier simulation expert. He previously served as head of autonomous driving simulation at Nvidia, Cruise, and NIO, possessing rich experience in developing and deploying synthetic data from scratch.
Image Source: Guanglun Intelligence
In terms of core business, Guanglun Intelligence focuses on building simulation and data infrastructure that supports the physical AI ecosystem. Centered on a three-layer architecture of World, Behavior, and Eval, the company has established an embodied scalable data and simulation engine covering the complete chain from physically realistic simulation and large-scale data production to model capability evaluation.
Currently, at the commercialization level, Guanglun Intelligence has achieved global delivery in three key areas: simulation synthetic data, simulation evaluation, and human video data. According to official data, Guanglun Intelligence achieved 10-fold revenue growth in 2025, and its expected revenue for Q1 2026 alone already exceeds the total for the whole of 2025. Its partners include major model, robotics, and industry leading teams such as Nvidia, Google, Figure AI, 1X Technologies, ByteDance, Alibaba, and Zhiyuan.
Xiaozhi Take: Guanglun Intelligence's completion of large financings in a short time highlights the capital market's high recognition of its technical strength and business model, and underscores the immense potential of the embodied intelligence data infrastructure track.
Jia Yueting: EAI Robots Complete New Batch of Deliveries in Texas
On March 9, Jia Yueting stated that EAI-related business has seen multiple advancements, including the completion of a new batch of EAI robot deliveries in Texas. Meanwhile, EAI EV continues to advance its global business layout through government-enterprise communication and deliveries in the Middle East, with various businesses landing steadily as planned.
Image Source: Jia Yueting
It is reported that following this delivery, EAI robots will officially launch two new scenario applications. In the "Human-Vehicle + Education" scenario, robots will serve as embodied research training officers, entering schools, laboratories, and research institutions to provide secondary development support, data collection, experimental assistance, and student practical education services, aligning with the industry trend of normalizing embodied intelligence education.
In the "Human-Vehicle + Performance" scenario, robots will transform into all-around stage managers, becoming core figures in performances, parties, and competitive events, tapping into a key area of the robot installed base market.
Xiaozhi Take: From "returning to China next week" to "delivering this week," Jia Yueting uses EAI to prove one thing: as long as the track is hot enough, one can always find a "new story" to carry "old sentiments."
WeRide: Delivering 2,000 Robotaxi GXRs in 2026
On March 9, WeRide signed a deepened strategic cooperation agreement with Geely Remote New Energy Commercial Vehicle Group (hereinafter "Geely Remote"). They released the newly upgraded pre-mass production Robotaxi GXR and announced the expected delivery of 2,000 Robotaxi GXRs in 2026, to be deployed in domestic and overseas markets.
Image Source: WeRide
The upgraded pre-mass production Robotaxi GXR is officially set to roll off the line in the third quarter of 2026. Compared to the previous generation, the new WeRide Robotaxi GXR is equipped with WeRide's latest autonomous driving kit, GEN8.
Previously, in October 2024, WeRide officially released the new mass-production Robotaxi GXR based on the Geely Remote Super VAN. It achieved fully unmanned commercial operations in Beijing just four months later and launched fully unmanned commercial operations in Guangzhou in August 2025.
Currently, WeRide's Robotaxi GXR is conducting fully unmanned commercial operations in three cities: Guangzhou, Beijing, and Abu Dhabi. It is carrying out regular public operations in Dubai and Riyadh, and will launch fully unmanned operations in Dubai later this month. Additionally, the company's Robotaxi GXR trial operations in Singapore will officially open public service on April 1.
As of January 2026, WeRide's global Robotaxi fleet size reached 1,023 units. With the successive delivery of the 2,000 new units, WeRide's active global Robotaxi fleet size will exceed 2,600 units this year.
Xiaozhi Take: From Guangzhou to Abu Dhabi, Dubai to Riyadh, as WeRide's overseas strategy advances, a showdown with Waymo and Tesla seems inevitable.
Nissan, Uber, and Wayve Partner on Autonomous Taxis
On March 12, Nissan, Uber Technologies, and UK autonomous driving startup Wayve announced a partnership to develop autonomous taxis, planning to launch a pilot project in Tokyo, Japan by the end of 2026.
In a joint statement, the three parties said the collaboration will be based on the Nissan Leaf pure electric model, equipped with Wayve's autonomous driving technology, and provide services to users through the Uber platform. This marks Uber's first autonomous vehicle partnership project in Japan.
Last September, Nissan stated it had begun testing driver assistance systems equipped with Wayve technology, planning to officially launch related services in Japan in fiscal year 2027. Nissan recently entered final negotiations with Uber regarding the cooperation agreement, with plans to apply autonomous driving technology to ride-hailing services globally.
Xiaozhi Take: Nissan wants to transform, Uber wants capacity, Wayve wants scenarios — this is a precise union where everyone gets what they need.
