Key Takeaways
- 影眸科技 raised a new round (Series B) from 字节跳动, 美团龙珠, 红杉, 蓝驰, 凯辉基金, 上海国投先导.
- Sector: Artificial Intelligence (AI), Technology, Software & Gaming.
- Geography: China.
Analysis
Hyper3D, a Shanghai-based innovator in artificial intelligence-driven 3D content creation, has successfully closed a significant Series B funding round, securing several hundred million yuan. The investment was co-led by prominent firms CDH Investments and Shanghai Guotou Xiandao, with continued participation from existing backers. This infusion of capital is set to accelerate the company's mission to revolutionize the 3D generation sector by integrating advanced AI capabilities that mimic human-like reasoning.
Founded in 2020 by a team of academics from ShanghaiTech University, Hyper3D has rapidly established a strong foothold in the professional market. Despite its relatively young team, averaging under 25 years old, the company boasts an impressive client roster that includes industry giants like ByteDance, Unity, Figma, and Canva. Notably, 80% of its revenue is generated from international markets, underscoring its global appeal and technological prowess. Prior to this round, Hyper3D had already garnered support from notable investors such as ByteDance, Meituan Longzhu, Sequoia Capital, and BlueRun Ventures.
The company's technological edge is rooted in its pioneering work on native 3D generation solutions, exemplified by its CLAY framework, which has redefined the architectural approach for AI 3D models. Hyper3D's research has consistently been recognized at top-tier computer graphics conferences, including multiple best paper awards and nominations at SIGGRAPH. This strong academic foundation translates directly into product innovation, with a significant portion of their research findings being commercialized.
Accompanying the funding announcement, Hyper3D unveiled its latest 3D generation model, Hyper3D Rodin Gen-2.5. This new iteration introduces a "think-then-generate" paradigm, inspired by large language models, to the 3D domain. The model offers adjustable precision modes tailored for diverse production needs, marking a significant advancement as the world's first 3D generation model capable of producing millions of polygons. It can generate a million-polygon model in as little as 4 seconds. Furthermore, Hyper3D has launched the industry's first native 3D texture model with 12K resolution, promising unparalleled detail and realism.
Hyper3D's strategic focus on controllability and production-readiness differentiates it in a competitive market. The Rodin Gen-2.5 model incorporates a "Test-time Scaling" strategy, allowing users to control the model's "thinking effort" across five levels, ranging from rapid drafts to high-fidelity assets in under 80 seconds. This granular control, coupled with features like natural language editing and component segmentation, addresses the critical need for user agency in the 3D creation process. The company reports that since the launch of its latest model, C-end (consumer-end) revenue growth has surpassed B-end (business-end) growth, with subscription users and ARR (Annual Recurring Revenue) increasing by over 400% month-over-month in the first month post-launch.
The company's commitment to developing "production-ready" assets is evident in its approach. Unlike many competitors who rely on 2D-to-3D upscaling, Hyper3D champions a native 3D generation approach, building models from the ground up using 3D data. This method, detailed in their SIGGRAPH award-winning research, ensures greater fidelity and applicability in demanding sectors like gaming, industrial design, and robotics. Hyper3D's solutions are increasingly being adopted by companies in embodied AI, where their assets are used for training data and simulation environments, supporting features like physical feedback and interactive components.
Looking ahead, Hyper3D plans to further refine its core model quality and expand its capabilities in editing and agent-based functionalities. The company believes the future of AI 3D generation lies in solving real-world production challenges for professional users, positioning itself to define, rather than merely participate in, the next generation of 3D production tools. This strategic direction, focusing on high-value B2B applications and professional C-end users, aligns with broader industry trends emphasizing sustainable revenue streams and deep integration into professional workflows.