
At the Guangdong-Hong Kong-Macao Greater Bay Area AI & Robotics Industry Conference in Guangzhou, organizers released the 2025 Guangdong AI & Robotics Industry Whitepaper alongside the “AIR Pearl River Index (2025),” framing Guangdong as a national first-tier AI/robotics hub by scale, applications, and industrial linkages. The report cited 2024 Guangdong AI core industry output of about ¥220B and robotics revenue of about ¥99.2B, signaling that the province is turning AI from “lab demos” into measurable industrial production. The event also unveiled a provincial “embodied intelligence” (physical AI) training-ground initiative and related ecosystem centers (e.g., for domestic compute chips and OpenHarmony adaptation), emphasizing that compute, standards, and deployment venues are now as strategic as model quality. A key market signal: 14 AI/robotics projects across six cities were signed with total stated investment above ¥24.6B—an indicator that regional governments are packaging capital, facilities, and industrial partners to accelerate commercialization. Tencent’s disclosed collaborations with dozens of embodied-intelligence firms underline how platform players are positioning to become the infrastructure layer for the province’s next wave of robotics and agentic deployments.


