Embodied Intelligence Industry Map: From Big Brain and Small Brain to Operating Systems, Who Will Be the First to Achieve Commercialization? [Master Class by Master Wang Zijing 4.1]

Preview of Exciting Content

In the next wave of artificial intelligence, embodied intelligence is highly anticipated. It is not only labeled as the “future industry” in government work reports but also referred to by Huang Renxun as the core direction of “physical AI.” According to estimates, the future global robot market could reach 150 million units, corresponding to a 15–20 trillion market, with industry potential even surpassing that of automobiles.

But what truly determines who can lead the commercialization is not just the “robot shell,” but the underlying “big brain + operating system” structure:

Big Brain: Driven by large models, responsible for understanding commands, environment recognition, and task planning;

Small Brain: Responsible for motion control and real-time coordination, ensuring precise and stable robot movements;

Operating System: Acts as the “foundation” for mass production and ecosystem development, similar to Windows or Android in the past.

The question is—who can seize investment opportunities in data, algorithms, hardware, and operating systems? Will robots truly trigger an industry-wide explosion like the iPhone did? Which companies will become the next Tesla or NVIDIA?

For friends interested in “Master Class | US-China AI Investment Paradigm,” welcome to click here or the image below to join. In this episode, we will thoroughly analyze the advantages and disadvantages of the “big brain” and “small brain” technical routes, potential dark horses in robot operating systems, and the explosion timeline from 2027 to 2030.

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