"Spirit Silicon AI" creates embodied intelligence "communication soul" Qiniu Cloud enters the trillion-level ecosystem of edge AI

According to the Zhitong Finance APP, as embodied AI and robotics are in full swing, a silent battle for the underlying technology of "human-machine natural interaction" has quietly begun. On August 15, cloud computing service provider Qiniu Cloud officially launched its next-generation intelligent hardware natural interaction solution "Lingxi AI," which directly targets the core bottleneck currently restricting the implementation of embodied AI—natural interaction capability.

It is noteworthy that Qiniu Intelligent (02567) has seen its stock price increase by over 32% this month, with a strong market response. The market generally believes that Qiniu Cloud's entry into the edge AI sector may reshape its market valuation.

"In the future, we will continue to explore the integration of voice interaction and embodied AI, making AI a true partner in human life," said Qiniu Cloud CEO Xu Shiwei.

1. Edge AI Interaction Platform "Lingxi AI"

Data from Canalys indicates that global shipments of personal smart audio devices are expected to reach 533 million units in 2024. Behind this massive market is a definite trend of AI penetrating from the cloud to the end devices, as well as users' urgent demand for personalized and immediate intelligent interaction. However, existing edge voice interaction systems generally suffer from high latency, closed functionality, and lack of emotional engagement—this not only diminishes user experience but also hinders the in-depth development of hardware intelligence.

At this critical juncture where AI technology is accelerating from the cloud to end devices, Qiniu Cloud officially launched its edge AI interaction platform "Lingxi AI."

"Lingxi AI" is not a single product but an open interaction platform that hardware manufacturers and developers can directly access. It aims to break through the two major barriers of AI hardware development—complex algorithms and insufficient computing power—by providing end-to-end solutions in a "turnkey" model, allowing innovators to focus on application and scenario innovation without getting bogged down in underlying technology.

Specifically, the core idea of Lingxi AI is "leave the complexity to ourselves and give the simplicity to the customers."

Multi-model plug-and-play—mainstream large models such as DeepSeek, Tongyi Qianwen, Doubao, and Zhipu AI can be seamlessly switched, allowing developers to avoid betting on a single technology route.

MCP ecosystem—similar to a mobile APP Store, capabilities such as maps, stock data, express inquiry, and weather inquiry are modularized through open protocols, allowing for B-end charging based on usage and enabling value-added subscriptions on C-end hardware.

Full chip adaptation—covering chip production platforms such as Liangniu, Guoxinwei, and Yuefang Technology, with a complete SDK, compressing the traditional 6-month adaptation cycle to 4 weeks.

This set of combinations encapsulates algorithms, computing power, and tuning, allowing customers to focus solely on scenario innovation, effectively lowering the development threshold of AI hardware to the difficulty of "creating an APP."

2. From "Function" to "Emotion," from Educational Tools to Embodied Intelligence

While traditional AI voice interaction systems remain at the "voice command response" stage, Qiniu Cloud's "Lingxi AI" has pushed the technological boundary towards "emotional communication" and "natural dialogue." "Breath sense," "natural pauses," "subtle intonations"… these subtle details of human communication are now accurately restored by the Lingxi AI system Lingxi AI, with voiceprint recognition and speech generation as its core technology, has built a complete voice interaction chain from user identification to emotional expression. The system can not only accurately distinguish between different individuals but also, by combining dynamic noise reduction algorithms, clearly capture user voices in noisy environments and improve speech recognition accuracy. Furthermore, its voice engine can perceive communication emotions in real-time, generating natural voice outputs with human tone characteristics— including breathing rhythm, language pauses, and intonation changes. In addition, Lingxi AI supports efficient personalized voice customization, requiring only a 10-second voice sample to complete exclusive voice cloning modeling, greatly enhancing user immersion and exclusivity.

Notably, "Lingxi AI" has achieved an ultra-low latency interaction experience of less than 600ms end-to-end. By reconstructing speech recognition, semantic understanding, and response speed, Lingxi AI breaks the serial bottleneck of traditional voice interaction, achieving parallel computing optimization and compressing natural interruption latency to under 300ms, delivering a conversation fluency that truly rivals human interaction.

With its natural and emotional interaction capabilities, "Lingxi AI" has high application potential in several rapidly growing fields. In educational scenarios, it can achieve personalized interaction and emotional companionship, enriching children's learning and growth experiences; in smart homes, it builds a convenient hub through natural language control and contextual responses; in the robotics field, the combination of multimodal perception and emotional feedback injects an "emotional engine" into service robots, becoming a key component of robotics.

Global capital is flooding into the embodied intelligence sector with unprecedented enthusiasm, with Goldman Sachs predicting that the global humanoid robot market will exceed $150 billion by 2035. However, there is still a lack of a "communicative soul" between the "moving body" and the "thinking brain." In reality, most robots either respond slowly or have cold voices, and the disconnection between multimodal perception and feedback is the norm, which not only directly lowers user experience but also limits their penetration in high-value scenarios such as companionship, guidance, and home services. Therefore, the ability to achieve human-like natural interaction first has become the core competitive advantage for the commercialization of embodied intelligence.

Against this backdrop, the launch of Lingxi AI not only fills a critical technological gap in the industry but also opens a strategic channel for Qiniu Cloud to leap from a basic cloud service provider to a core participant in the interaction layer.

3. Welcoming an Upgrade in Capital Narrative

Before "Lingxi AI," Qiniu Cloud's core positioning was still as a "cloud + CDN" service provider, playing more of a role as a basic resource supplier. This time, with the launch of the edge AI interaction platform, the company has first stood at the core node of the "interaction layer," achieving comprehensive upstream and downstream linkage in the industrial chain.

Upstream, Qiniu Cloud has become an important distribution channel for model manufacturers by aggregating several large models such as DeepSeek, Tongyi Qianwen, and Zhipu, gaining control over traffic and user entry points; at the parallel level, it collaborates with chip manufacturers for joint optimization, which not only improves hardware adaptation efficiency but also, to some extent, gains joint bargaining power; downstream, it builds an application distribution system through the MCP ecosystem and realizes data feedback, forming a positive cycle of business flywheel Analysts point out that this strategic layout is expected to reshape the valuation logic of Qiniu Cloud—from a scale-driven cloud vendor model to a high-margin, ecosystem-driven AI platform model. When the company submitted its Hong Kong IPO prospectus last year, the market still had disagreements about its medium to long-term growth potential, while "Lingxi AI" undoubtedly filled the key puzzle piece of "high growth + high margin." It can quantify the Total Addressable Market (TAM) in three trillion-level tracks: education, home, and robotics. In addition, the company's revenue structure will expand from a single cloud resource leasing model to a combination of licensing fees, usage fees, and revenue sharing, providing greater imaginative space for future ecological value.

This value chain reconstruction, pivoted on interactive technology, may push Qiniu Cloud into a new quadrant of capital narrative: the leap from resource supplier to ecosystem leader not only reshapes its Hong Kong stock valuation model but also secures a place in the explosion of embodied intelligence