Hesai Launches Kosmo 3D World Data Engine to Accelerate Physical AI…

Event summary

Hesai launched Kosmo, a 3D world data engine combining Kosmo One AI spatial camera and Kosmo World cloud platform to digitize physical environments for robot training and immersive content creation.
Kosmo One captures real-world environments as detailed 3D digital assets with millimeter-level geometric accuracy and lifelike detail.
Hesai announced strategic partnerships with Galbot, Dexmal, Pixar, Amap, and others to demonstrate Kosmo's potential across robotics, filmmaking, and location services.
Hesai's lidar deliveries have doubled for nine consecutive years, with a global market-leading share in passenger-vehicle ADAS and robotaxis.
Hesai is expanding its robotic actuation business, with cumulative deliveries of actuation modules exceeding 10,000 units by Q2 2026.

The big picture

Hesai's launch of Kosmo addresses a critical bottleneck in Physical AI: access to high-quality real-world data at scale. The company is leveraging its decade-long expertise in lidar and precision manufacturing to extend its market leadership into the broader Physical AI infrastructure space. With strategic partnerships and expanding robotic actuation business, Hesai is positioning itself as a key player in enabling machines to understand and interact with the real world.

What we're watching

Market Adoption: The pace at which Kosmo will be adopted by AI developers and creators across different industries, particularly in robotics and filmmaking.
Competitive Positioning: Whether Hesai can sustain its market-leading position in lidar and expand its dominance into the broader Physical AI market with Kosmo.
Technological Integration: How effectively Hesai integrates Kosmo with existing platforms like NVIDIA Isaac Sim, Unreal Engine, and RenderMan to create a seamless ecosystem.