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36Kr First | Shenzhen Embodied Infrastructure Firm Raises Nearly 100M Yuan, Secures 60% of Top Robot Companies Valued Over 10B Yuan

Bubble signal: +1 · Overheating evidenceRelevance 55FundingChina
Source: 36Kr · Published 2026-08-25

Summary

Embodied intelligence infrastructure company Shutu Technology has completed consecutive angel++ and angel+++ funding rounds, with the latter raising nearly 100 million yuan, backed by investors including Cystone Capital, Nanshan Strategic Emerging Investment, and others. Founded in 2024, the company focuses on converting professional human behaviors into physical experience that robots can learn, addressing the data bottleneck in scaling embodied intelligence. Currently, over 60% of domestic embodied intelligence companies valued above 10 billion yuan have become its customers.

Bubble analysis

This news involves a funding round for an embodied intelligence startup, with an amount of nearly 100 million yuan, representing a specific flow of money in the AI sector. However, the scale is small and it does not directly relate to core indicators of an AI investment bubble (such as hyperscaler capex or AI revenue vs. spending). Therefore, it is only tangentially related and offers limited insight into the bubble question.

#china#embodied-ai#funding
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