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JD Forms 'Chameleon' Unit to Drive Embodied AI as CES Puts Physical AI in Focus

The restructuring signals a shift toward deployable embodied AI constrained by hardware limits.

Overview

  • JD’s new Chameleon business unit consolidates the JoyAI app, JoyInside embodied initiatives, and commercial digital‑human services for end‑to‑end execution.
  • Reports indicate JD is preparing a second wave of self‑developed AI toys for a mid‑January rollout after the first batch sold out.
  • JD cites JoyAI model gains with roughly 30% faster inference and about 70% lower training cost, alongside digital‑human usage by more than 45,000 brands with lower livestream expense and higher conversion.
  • JoyInside has integrated with over 40 robot and AI‑toy partners across humanoids, quadrupeds, children’s companions, and collectible smart devices.
  • Leju Robotics and Alibaba Cloud announced a full‑stack partnership using the Qianwen model for humanoid training, as CES 2026 exhibitors including AAC Technologies showcased sensing and actuation while analysts flagged compute, battery, and cost hurdles for home robots.