• Hesai is expanding into robot actuators and the Kosmo 3D data platform to build infrastructure for physical AI.
• Robot actuator deliveries exceeded 10,000 units cumulatively by the end of the second quarter of 2026.
• Its actuators are 37% smaller than comparable products, with three times the power density.
• Kosmo generated a DQ store training environment in about 15 minutes; Sharpa robots achieved a 99% task success rate.
• Fellow portfolio company Beita Wuxian launched its first robot, Duomi.

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