Redefining the Boundaries of Intelligence Through Action | Vital Monthly

Vital Monthly is Oasis Capital's monthly update column.

It tracks developments across our portfolio companies and Oasis Capital, capturing the rhythm, structure, and trends behind the headlines.

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VAST | Closes Over RMB 1 Billion in Series A3 Funding, Unveils World Model Project Eden

VAST today announced the completion of the third tranche of its Series A round, raising over RMB 1 billion. This round was co-invested by leading industrial investors including Geely Capital, game publishers such as 4399, Tanwan Games, and Giant Network, strategic internet investors, multiple top-tier investment institutions, and local government funds. Following nearly $200 million in A+ and A++ funding completed earlier this month, the company continues to attract strong capital inflows. VAST also launched its world model Project Eden, introducing an innovative technical architecture that decouples underlying world-state simulation from visual rendering, enabling long-horizon environmental memory, scene reuse, and concurrent multi-user interaction — providing next-generation world-model infrastructure for interactive content creation and embodied AI training. The company open-sourced AI 3D research including TripoSplat, continuing to advance foundational AI 3D and world-model technologies.

Lxson | Closes Nearly RMB 500 Million in Pre-A Round, Launches Home Embodied Intelligence Brand "Zeroth"

Lxson today announced the completion of a nearly RMB 500 million Pre-A round. Led by Ant Group, the round included Geely Capital, 37 Interactive Entertainment, Yuanhe Puhua, and other industrial and financial investors, bringing total funding to RMB 1 billion since the company's founding a year and a half ago.

Additionally, Lxson officially unveiled its home embodied intelligence brand "Zeroth," introducing the home collaborative robot N1 and the full-size humanoid robot Jupiter, and previewed a Physical AI ecosystem for humanoid robots, further completing its home embodied intelligence product matrix.

The company continues to advance full-stack self-developed capabilities across embodied general models, VLA, joint modules, lightweight robotic arms, chassis structures, and consciousness-bionic models, accelerating product iteration through multi-product, multi-scenario market validation. The company has secured over 30,000 units in orders, with revenue growing 600% year-over-year in the first half of 2026, continuously validating the commercial viability of home embodied intelligence products.

Spirit AI | Featured at BAAI Conference, Delivered Series of Talks

Spirit AI showcased its embodied robot Moz1, powered by Spirit v1.6, at the 8th Beijing BAAI Conference, demonstrating capabilities including desktop organization, gashapon interaction, and high-precision teleoperation. The team also shared latest research progress on full-modal models, foundation model pre-training, data scaling, and reducing deployment costs.

Founder Fengtao Han and co-founder Yang Gao stated at conference forums that high-quality data accumulation and foundation model capabilities remain central to embodied AI development, and that as pre-training scale continues to expand, robot deployment costs are expected to decrease further. During the same period, the company completed its A+ round and established a strategic partnership with Schaeffler, continuing to advance embodied AI R&D and industrial deployment.

MiniMax | Releases and Open-Sources Native Multimodal Model M3

MiniMax open-sourced its next-generation native multimodal model M3, simultaneously releasing the new sparse attention architecture MSA, achieving a 1-million-token context window with support for native multimodal understanding, Computer Use, and Agent capabilities. M3 ranked first globally among open-source models on the Artificial Analysis composite intelligence index, topped the GDPval-AA open-source model leaderboard and Vals.AI domestic model rankings, and reached internationally leading levels on core Coding and Agent benchmarks including SWE-Bench Pro (59.0), Terminal Bench (66.0), and MCP Atlas (74.2).

During the same period, MiniMax updated its Agent product MiniMax Code, further strengthening long-horizon task execution and complex workflow capabilities through multi-Agent collaboration, continuing to build out its Agent infrastructure.

Sudu Tech | Robots Debut at ICRA, Advancing Sim2Real Pipeline

On June 6, Sudu Tech publicly demonstrated its self-developed robots for the first time at ICRA 2026, performing autonomous grasping of transparent, flexible, and irregular objects on-site, further validating its simulation-to-reality (Sim2Real) technical capabilities. The company continues R&D around world models and physical intelligence, building robotic foundation models through high-fidelity simulation training to explore reducing real-robot training costs and deployment barriers.

LimX Dynamics | FluxVLA Engine Upgraded, Completing Humanoid Robot VLA Engineering Foundation

LimX Dynamics updated its open-source embodied intelligence engineering foundation FluxVLA Engine, becoming the first open-source VLA engineering platform to support full-body humanoid robot mobile manipulation and real-robot deployment end-to-end. Developers can use this framework to complete the full pipeline from data preparation and model training to real-robot deployment, with support for LimX Oli full-body mobile manipulation, RoboCasa simulation environment, and RTC real-time inference, further lowering the barrier to humanoid robot VLA model R&D and deployment.

As a Shenzhen-based embodied intelligence company, LimX Dynamics participated in international exchange events organized by the Ministry of Foreign Affairs and Guangdong Provincial Government, showcasing humanoid robot Oli and bipedal robot TRON 1, and received coverage by CCTV. The company also partnered with Ningbo Vocational and Technical University to establish an industry college, promoting embodied intelligence talent development and industry-education integration.

OriginFlow | Releases Curr-0 Full-Stack Embodied Intelligence Technical Roadmap

OriginFlow released a product demo and technical documentation for its humanoid robot foundation model Curr-0, publicly disclosing its full-stack technical roadmap covering data collection, foundation models, and world models. Curr-0 targets complex tasks such as full-body mobile manipulation, accompanied by the HumanEx data collection system to provide scaled real-world multimodal training data for embodied models.

The company also introduced its world model-based training and deployment framework, continuing to advance closed-loop iteration across data, models, and real-robot deployment to improve embodied model training efficiency and generalization capabilities.

Inxbot | EC-Gloves Hardware Launch at ICRA 2026

Inxbot debuted its high-precision hand data collection system EC-Gloves at ICRA 2026, supporting 20-DOF hand joint data collection and 1kHz real-time transmission, providing foundational hardware support for embodied intelligence data collection, imitation learning, and dexterous hand teleoperation.

Yixie Biotech | Featured at RCEP International Cooperation Forum

As the only invited synthetic biology company at the RCEP Local Governments and Friendship Cities (Huangshan) Cooperation Forum, Yixie Biotech showcased its HMOs biosynthesis technology, industrialization capabilities, and global supply system. Leveraging its AI bio-platform, all-aqueous purification process, and the world's largest single HMO production facility, the company continues to advance HMO technology innovation and accelerate international market expansion.

Tsingmao Intelligence | Xuanwu CLI Completes Day0 Adaptation for Next-Generation Open-Source Models

Tsingmao Intelligence completed Day0 adaptation of Xuanwu CLI for next-generation open-source models, enabling developers to one-click deploy million-token-context and long-horizon coding agent capabilities. Focusing on ultra-long-context inference, sparse attention architectures, and domestic compute platforms, Xuanwu CLI continues to optimize model scheduling and deployment capabilities, further improving the domestic large model deployment ecosystem.

Signal and Noise | Shentao Qin: Building a New Organ for Humanity

Signal and Noise "North Slope Project" Episode 3 is now live. We spoke with OriginFlow founder Shentao Qin about motor neural interfaces, embodied intelligence data collection, and Human Tokenization — exploring how neuromuscular signals can digitize human movement intent, providing new data sources and interaction paradigms for robot training.

Beyond technology, Qin shared his perspectives on "Founder in Gaming," long-term competition and vitality, and why some questions are worth answering with one's entire life. Tune in.

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