Spirit AI’s Fast-Raise Cycle Is Becoming a Stack Race

On June 3, the embodied-intelligence company announced a 1.5B RMB / $210M+ Series A+, backed according to Chinese financial outlets by global dollar funds, large industrial investors, state-owned capital, and existing shareholders. It is the company’s fourth financing round in roughly three months: two consecutive February rounds totaling nearly 2B RMB, an April round of 1B RMB, and the new 1.5B RMB Series A+. On the disclosed figures, that adds up to roughly 4.5B RMB / $630M+, while Chinese media have framed the recent cumulative total as nearly 5B RMB / about $700M.

Spirit announced partnerships covering robot data collection, model training, edge computing and components alongside its recent financing.

A compressed stack assembly

Spirit says the new capital targets continued development of next-generation embodied foundation models, global real-world data infrastructure, and scaled commercial deployment across industries. Source

On May 6, Spirit and Bosch China signed a strategic partnership covering robot data acquisition, model training, industrial deployment, and core component supply. The partnership described the companies plan to use Bosch's factories and logistics centers in China over the next two years to build a closed loop of "real data, embodied model, real scenario," with Bosch also supplying key components including actuators and sensors.

Two weeks later, Spirit and D-Robotics announced a partnership pairing Spirit's model capability with D-Robotics' Sunrise S600 embodied-compute platform. They had already completed a deep adaptation of Spirit v1.5 to the S600, reported as a 560 TOPS INT8 flagship chip for large-parameter VLA models, with the goal of building a high-performance, mass-producible software-hardware integrated solution.

On June 3, the same day as the Series A+ announcement, Schaeffler signed a strategic partnership with Spirit covering embodied data collection, humanoid robot core components, and industrial manufacturing applications.

Spirit’s partner and deployment network was already forming before the June round. On March 19, the company formalized a strategic partnership with JD.com, integrating Moz into JD MALL’s smart retail ecosystem. It was also reported that Spirit’s Xiaomo robot had been put into operation at CATL’s Zhongzhou facility as a core production-line unit.

The fast raise cycle

February brought back-to-back rounds totaling nearly 2B RMB, at a reported post-money valuation above 10B RMB. April added a 1B RMB round led by ShunWei Capital and YF Capital. June adds another 1.5B RMB. Four rounds in roughly 90 days.

Spirit was founded in early 2024 by Han Fengtao, former CTO of Rokae Robotics. It raised nearly RMB 200 million in seed and angel financing, RMB 528 million in a March 2025 Pre-A, and RMB 600 million in a July Pre-A+ led by JD.com.

The benchmark hook

Spirit AI reported that their v1.6 topped the RoboArena global leaderboard with a score of 1,924, ahead of Nvidia's Cosmos3-Nano-Policy at 1,881, making it the first Chinese embodied model to lead that leaderboard by that measure.

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