资本重仓端侧物理AI：前海母基金数亿元押注，Om AI联汇加速端侧AI商业化落地Capital Bets Big on Edge Physical AI: Qianhai Fund Invests Hundreds of Millions, Om AI Accelerates Commercialization

Qianhai Mother Fund has invested hundreds of millions of yuan into edge physical AI, backing a wave of startups building intelligence that runs on-device rather than in the cloud. Among them, Om AI (Lianhui) is accelerating commercialization of on-device models for robots and embedded systems. The thesis is straightforward: as physical AI moves from demos to deployed products, inference must happen close to the sensor—low latency, privacy, and offline resilience all favor the edge. Capital flowing into the category suggests investors see edge physical AI as the next infrastructure layer, not just a research curiosity. The bet carries execution risk (power, thermal, model compression), but the strategic direction—intelligence embedded in machines rather than tethered to data centers—is increasingly where the money is going.