DISCOVER Robotics Raises $100M Angel+ Round, Signaling Full-Stack Valuation for Embodied AI

Key Points

• Deal size and timing: DISCOVER Robotics (求之科技) closed a $100 million Angel+ round on August 3, 2026, less than a month after reportedly completing a $100M+ angel round. Investors include IDG Capital, Xinglian, Ceyuan, Dachen, Joyoung, Hwa Ying, and the Binhu Industrial Group, with existing shareholders also participating.
• Valuation caveat: A $100M raise is not equivalent to a $100M valuation; no post-money valuation, equity structure, or independent audit has been disclosed.
• Three-layer product stack:
• ORION: A hierarchical embodied-intelligence foundation model handling higher-level perception, decision-making, and action generation.
• LOOP: A virtual-real hybrid data closed loop connecting simulation, real-robot feedback, and training data.
• DISCOVERSE: An open-source, high-fidelity robotics simulation framework built on MuJoCo and 3D Gaussian Splatting, supporting data gathering, imitation learning, diffusion policy, RDT, and custom workflows.
• What the repository confirms: The DISCOVERSE GitHub repository is MIT-licensed, modular, and oriented toward Real2Sim2Real workflows. It explicitly supports ACT, Diffusion Policy, RDT, and custom algorithms. The public README does not provide unified comparisons of simulation speed or real-task success rates, so the foundation's existence and open interfaces are verified, but ORION's commercial generalization capability is not.
• Industry signal: The round reflects investors pricing embodied-AI companies on integrated model-data-simulation stacks rather than on individual robots. If the closed loop works, the moat shifts to a compounding cycle of data generation, policy training, and real-robot feedback. If it fails, the three layers risk becoming disconnected projects, and the funding headline amounts to little more than a headline.

Sources

• https://www.163.com/dy/article/L3D54AQV05118HA4.html
• https://github.com/DISCOVER-Robotics/DISCOVERSE
• https://github.com/DISCOVER-Robotics
• https://air-discoverse.github.io/