Key Takeaways
- 星海図 (Galaxea AI) raised $46.0M (Series B) from 華登科技 (Walden Technology), 藍思科技 (Lens Technology), 矽芯投資 (Silicon Core Equity Investment).
- Sector: Artificial Intelligence (AI), Technology, Software & Gaming, Industrials.
Analysis
In a significant development for China's embodied AI sector, Galaxea AI has successfully closed an additional Series B funding round, bringing in 2 billion yuan (approximately $46 million USD). This latest infusion of capital propels the company's valuation to an impressive 20 billion yuan (over $4.6 billion USD), positioning it among the highest-valued entities in the nation's burgeoning humanoid robotics and AI development space. The company's rapid fundraising success is underscored by a prior Series B tranche of 1 billion yuan (around $23 million USD) secured just two months earlier, accumulating a total of 3 billion yuan (approximately $69 million USD) in a remarkably short period.
The recent investment round saw participation from prominent industrial capital, including Walden Technology, Lens Technology, and Silicon Core Equity Investment. These strategic partners are expected to contribute not only capital but also valuable industry expertise as Galaxea AI focuses on expanding its global ecosystem. The substantial funds will be primarily directed towards advancing research and development in foundational models, with a particular emphasis on solidifying competitive advantages in Visual-Language-Action (VLA) models and world models, aligning with the company's 'real data' development philosophy.
Galaxea AI has been actively pushing the boundaries of accessible AI. In January of this year, the company open-sourced its groundbreaking 'out-of-the-box' VLA model, G0 Plus. This innovative model is designed for immediate deployment, enabling robots to perform complex tasks such as grasping diverse objects and folding laundry without extensive configuration. Further expanding its open-source contributions, Galaxea AI released the specialized clothing-folding model G0 VLA and the lightweight, deployable G0 Tiny model in February, catering to a wider range of application needs and developer accessibility.
Beyond its software advancements, Galaxea AI has demonstrated tangible progress in its hardware division. The company reported achieving the leading global market share in the wheeled, dual-arm robot segment in 2025. This hardware success underpins its service provision to over 150 embodied AI development partners, showcasing a robust integration of its AI capabilities with physical robotic platforms. The broader market for humanoid robots is projected for substantial growth, with estimates suggesting over 510,000 units could be deployed in China by 2030, driven by advancements in manufacturing and AI integration.
The rapid ascent of Galaxea AI highlights a significant trend in the global robotics industry: the increasing demand for sophisticated, adaptable AI that can interact with the physical world. Companies are investing heavily in developing foundational models that can power a new generation of intelligent machines capable of performing complex tasks in unstructured environments. This focus on VLA and world models is critical for enabling robots to understand and act upon multimodal sensory input, a key differentiator in the competitive AI landscape.
The substantial funding secured by Galaxea AI, coupled with its aggressive open-source strategy and hardware achievements, signals a strong commitment to leading the charge in embodied AI. The company's valuation surge reflects investor confidence in its technological prowess and market strategy. As the robotics sector continues to evolve, Galaxea AI's advancements in creating more intuitive and capable AI systems are likely to have a profound impact on various industries, from manufacturing and logistics to domestic assistance and beyond.