Tuya Smart has participated in Robopoet’s RMB 100 million pre-A financing round, with notable participation from Sequoia China, GSR Ventures, and two additional new investors, signaling strengthened ties in physical AI technologies. The funding aims to bolster Robopoet’s AI hardware and software ecosystem, building on Tuya’s AI cloud platform services provided to Robopoet since 2025. Robopoet’s Fuzozo, an AI emotional companion device, has achieved substantial domestic sales and has driven Tuya’s hardware-oriented AI capabilities, including deployments across China’s 618 Shopping Festival where it led the AI toy category on Tmall. Tuya emphasizes ongoing support for AI hardware developers through its platform, highlighting its suite of technologies such as Physical AI, real-time communications, and memory systems. The deal comes as Tuya’s valuation indicators show a reasonable P/E multiple around 17.4 and a solid financial footing, suggesting potential undervaluation relative to earnings potential. The coverage also notes Tuya’s broader strategy to commercialize physical AI across devices and markets as it expands overseas resources for hardware partners.