Stardust Intelligence completed more than 1 billion B round of financing, valuation of tens of billions of dollars, among the first echelon with the body intelligence

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Rope-driven AI robotics company dubbed ”China's version of Figure”.Astribot(Astribot) today announced the completion of its Series B seriesfinancingThe company has completed three rounds of financing in three months, totaling more than 1 billion yuan. Within three months, the company completed three rounds of financing, totaling more than 1 billion yuan, the company's valuation exceeded the 10 billion yuan mark, formally among the first echelon of China's body intelligence field.

This round of financing has obtained ”quadruple endorsement” from industrial capital, famous state-owned capital and head financial investment institutions. Luxurious lineup of investors: Liangxi Science and Innovation Industry II Mother Fund (managed by Bohua Capital), Yangzhou Longtou Core Particle, Zhongbo Jueli and other state-owned capital and financial investment institutions to provide financial and resource support; intelligent operating system leader Zhongkechuangda (300496.SZ), vocational education listed companies such as KD Education (300192.SZ) and other industrial capital to bring the scene of synergistic; old shareholders such as Guoxi Investment continue to invest. Pursuing investment. China Renaissance Capital acted as the exclusive financial advisor. According to sources familiar with the matter, the intended subscription amount of this round of financing far exceeded the original fund-raising target, and there was an obvious ”oversubscription” phenomenon.

星尘智能完成超10亿B轮融资,估值破百亿,跻身具身智能第一梯队

From Tencent Labs to $10 Billion Unicorn: The Rise of an ”Anti-Consensus” Company

Stardust Intelligence was founded on December 5, 2022, headquartered in Shenzhen Bay Science and Technology Ecological Park, Nanshan District, Shenzhen City, legal representative, Chairman and CEO Lai Jie has more than 17 years of experience in research and development in the field of AI and robotics, and has served as the Tencent Robotics Laboratory 1 employee and architect, Baidu Xiaodu robotics team leader.

At the beginning of the business, Lai Jie proposed a technical route that was controversial at the time - the“Design for AI”(Designed for AI). Unlike the industry's mainstream direct-drive motor solution, Stardust Intelligence has chosen a more difficult path:rope driveThis program mimics the logic of human tendon movement. This solution mimics the logic of human tendon movement by placing heavy components such as motors behind the base and controlling joint flexion and extension through tendon rope traction to realize ”rigid-flexible coupling” - retaining sufficient operational rigidity, but also flexible cushioning and impact absorption capabilities.

It's been a tough road, but out of the barriers. Stardust Intelligence isThe world's first and only company to realize mass production of rope-driven AI robotsThe company will officially start deliveries of 1,000 units by the end of 2025, at least one generation ahead of 1X, a U.S.-based company that also adopts the rope-drive route and has been invested in by OpenAI.


Trinity Full Stack Architecture: No Hardware Stacking, Let AI ”Natively” Drive Robots

Stardust Intelligence's core competency lies in building the“Full-stack self-research system of ”AI model - embodied OS - rope-driven body"..

model layerIn addition, the company has developed its own end-to-end whole-body VLA base model Lumo, which undertakes universal reasoning requirements and shows strong generalization ability in out-of-distribution scenarios such as unknown objects, unfamiliar environments, and ambiguous instructions. Meanwhile, based on human dual-system cognitive theory, the company has developed the DuoCore fast-slow synergy framework - the fast system is responsible for millisecond-level real-time response, while the slow system focuses on long-time sequence task planning, and the two are unified through the body OS scheduling, which can take into account both intelligence and response speed.

ontologyThe rope-driven solution delivers the ultimate operational performance of ±0.1mm end repetition positioning accuracy, 5kg rated load on a single arm, and a maximum speed of 10m/s. The rope-driven solution is also capable of delivering high quality real-time force control data to the AI in a more complete and continuous manner. What's more, the rope-driven drive has lower friction and more continuous motion, which can deliver high-quality real-time force control data to AI in a more complete and non-destructive way - which is exactly the key data that large models rely on to learn the real physical interaction laws.

product layerThe company officially launched its T-series model, the T1, on May 27, with a starting price of just89.9 million dollars.The Tesla Optimus is an industrial robot that brings high-fine-operation robots into a price range of less than $100,000 dollars. For horizontal comparison, industrial robots on the market with the same operating capability are usually more than 200,000 yuan; for vertical comparison, the Tesla Optimus has not yet been mass-produced, even though it claims that the target selling price has been reduced to 20,000 dollars.


Commercialization in full bloom: orders for 1,000 units are a reality

Behind the capital voting with real money is the business closed loop that Stardust Intelligence has run through.

In 2025, the company received multipleThousands of robot ordersIn cooperation with Xian Gong Intelligence, the company plans to deploy thousands of AI robots in industrial logistics scenarios within two years; it has jointly launched ”Robot MART” with Golden Horse Amusement, and the first batch of equipment has been landed in Beijing, Shanghai, and Guangzhou; it has cooperated with Shenzhen Nursing Home for the Elderly to carry out research and development of AI elderly robots; and it has also developed a program for the S1 robots to independently sell the cultural creations of the Forbidden City. The S1 robot has already landed in six cities nationwide.

In this round of financing, the deep involvement of industrial parties more marks the company's key turn from technology validation towards scene landing -

  • Strategic Capital Injection by CSTCThe two sides have already started the cooperation on the landing of 1,000 sets of body robots, relying on the global channel network of CSTC covering North America, Europe, Japan, South Korea and Southeast Asia, to accelerate the scale of overseas;
  • Partnering with Jiangdu Economic Development Zone, Jiangsu Province, ChinaWe will jointly build the ”Yangzhou Physical Intelligence Application Innovation Center”, focusing on cultural tourism, hospitality and public service scenarios, opening up billion-dollar commercial applications, allowing robots to operate continuously in real environments, and accumulating the massive amount of real data needed by Physical AI;
  • Collaboration with KD Education, a listed company in vocational educationIt is deeply embedded in the national ”Tenth Five-Year Plan” strategy of Artificial Intelligence and Industry-Education Integration, and outputs the integrated program of ”real machine training + digital curriculum + enterprise certification” for vocational education institutions nationwide.

In the investment viewpoint, Bova Capital team clearly pointed out that ”ontology, model, and data” are the core competitiveness of body intelligence enterprises, and Stardust Intelligence has formed a closed loop in these three levels.


Next stop: 10,000-unit capacity and the era of Physical AI

This round of financing funds will focus on three directions: AI base model iteration and industry leadership maintenance, real scene high-quality data accumulation, and R&D talent echelon expansion. In conjunction with the T1 mass production in 2026 and the construction of 10,000 units of production capacity, Stardust Intelligence is accelerating the gap with the followers.

As Wan Haoji, a partner at Matrix Partners, said, ”Stardust Intelligence is deeply committed to the rope-driven track, and has taken the lead in realizing the mass production of rope-driven robots by using the Design for AI concept paired with the ”L2 telemanipulation + L4 large model' landing mode, and the technology is one generation ahead of overseas competitors. "

The logic of competition in the track of embodied intelligence is fundamentally switching - the industry is saying goodbye to the crude competition focusing on stage demonstration, and turning to face the complex problems of landing in the real physical environment. And Stardust Intelligence, the unicorn from the Shenzhen Bay out of the 10 billion, is to rope drive for the spear, the full stack for the shield, to promote general intelligence into reality.

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