Nearly 43.8 billion yuan flooded into the domestic embodied AI sector in the first half of 2026 (as of June 12), with over half flowing into fields related to the "embodied brain." Meanwhile, NVIDIA released the Halos robot safety system and the GR00T humanoid robot reference design, Qualcomm launched the Yuelong IQ10 series, UBTECH and Maxxiri formed a joint venture named Xixuan Chuangzhi, and Li Auto unveiled its self-developed Mahe M100 chip. The industry is wrestling with at least three core debates: the trade-off between computing power and real-time performance, how to divide labor between the "brain" and the "cerebellum," and whether in-house or general-purpose solutions will prevail. Consensus on these debates is nowhere near reached. NVIDIA's Jetson Thor delivers 2,070 FP4 TFLOPS of AI performance, Qualcomm's Yuelong IQ10 series hits 700 TOPS, and Black Sesame's A2000X leads with an equivalent 1,000 TOPS. Embodied AI and cloud AI have fundamentally different chip requirements; robots require "latency determinism" for stable and predictable response times, unlike cloud AI's focus on "throughput." The "big brain, small brain" division of labor proposes that the "brain" handles high-level perception and planning with relaxed real-time needs, while the "cerebellum" manages motion control and real