In the midst of a booming embodied AI and robotics sector, a fierce battle for underlying "human-machine natural interaction" technologies has quietly begun. On August 15, cloud computing service provider Qiniu Limited officially launched its next-generation intelligent hardware natural interaction solution "LingSi AI," targeting the core bottleneck currently constraining embodied intelligence deployment—natural interaction capabilities. Notably, QINIU (02567) has seen cumulative gains exceeding 32% this month, with enthusiastic market response. The market widely believes that Qiniu Limited's entry into the edge AI sector could potentially reshape its market valuation. "In the future, we will continue exploring the integration of voice interaction and embodied intelligence, making AI a true companion in human life," said Qiniu Limited CEO Xu Shiwei.

**Edge AI Interaction Platform "LingSi AI"**

Data from Canalys shows that global personal intelligent audio device shipments are expected to reach 533 million units in 2024. Behind this massive market lies the definitive trend of AI penetrating from cloud to terminal devices, along with users' urgent demand for personalized, instant intelligent interaction. However, existing edge voice interactions commonly suffer from high latency, closed functionality, and emotional absence—not only compromising user experience but also hindering the deep development of hardware intelligence.

At this critical juncture when AI technology accelerates its descent from cloud to terminal devices, Qiniu Limited officially released its edge AI interaction platform "LingSi AI." LingSi AI is not a single product but an open interaction platform that hardware manufacturers and developers can directly access. It attempts to break down two major barriers in AI hardware development—algorithmic complexity and insufficient computing power—by providing end-to-end solutions in a "turnkey" mode, allowing innovators to focus on application and scenario innovation without getting mired in underlying technical complexities.

Specifically, LingSi AI's core philosophy is "keeping complexity to ourselves, delivering simplicity to customers." Multi-model plug-and-play capability allows seamless switching between mainstream large models like DeepSeek, Tongyi Qianwen, Doubao, and Zhipu AI, eliminating the need for developers to bet on a single technical route. The MCP ecosystem, analogous to a smartphone app store, modularizes capabilities like maps, stock data, package tracking, and weather queries through open protocols, enabling both B-end charging by usage volume and C-end value-added subscriptions on hardware. Full chip adaptation covers chip mass production platforms from Liangniu, Guoxin Micro, and Yuefang Technology, complete with SDK packages, compressing traditional 6-month adaptation cycles to 4 weeks.

This combination approach encapsulates algorithms, computing power, and optimization entirely, requiring customers to focus only on scenario innovation—essentially reducing AI hardware development difficulty to that of "creating an app."

**From "Function" to "Emotion," From Educational Tools to Embodied Intelligence**

While traditional AI voice interaction systems remain at the "voice command response" stage, Qiniu Limited's "LingSi AI" has pushed technological boundaries toward "emotional communication" and "natural dialogue." "Breathing sensation," "natural pauses," "delicate intonation"—these subtle details belonging to human communication are now precisely reproduced by the LingSi AI system.

LingSi AI uses voiceprint recognition and voice generation as its technical core, constructing a complete voice interaction chain from user identification to emotional expression. The system not only accurately distinguishes different individuals but also combines dynamic noise reduction algorithms to clearly capture user voices in noisy environments, improving voice recognition accuracy. Furthermore, its voice engine can perceive communication emotions in real-time, generating natural voice output with human speech characteristics—including breathing rhythm, speech pauses, and tonal variations.

Additionally, LingSi AI supports efficient personalized voice customization, requiring only a 10-second voice sample to complete exclusive voice cloning modeling, greatly enhancing user immersion and exclusivity. More notably, "LingSi AI" has achieved ultra-low latency interaction experience of less than 600ms end-to-end. By reconstructing voice recognition, semantic understanding, and response speed, LingSi AI breaks through traditional voice interaction's serial bottlenecks, achieves parallel computing optimization, and compresses natural interruption latency to within 300ms, delivering conversation fluency truly comparable to human interaction.

With its natural, emotional interaction capabilities, "LingSi AI" has high application potential in multiple rapidly growing sectors. In educational scenarios, it can provide personalized interaction and emotional companionship, enriching children's learning and growth experiences. In smart homes, it builds convenient hubs through natural language control and contextual responses. In robotics, the combination of multimodal perception and emotional feedback injects an "emotional engine" into service robots, becoming a key component.

Global capital is pouring into the embodied intelligence sector with unprecedented enthusiasm, with Goldman Sachs predicting the global humanoid robot market will exceed $150 billion by 2035. However, between "moving bodies" and "thinking brains," there's still a missing "communicating soul." In reality, most robots either respond sluggishly or speak coldly, with disconnected multimodal perception and feedback being the norm. This not only directly degrades user experience but also limits penetration in high-value scenarios like caregiving, guidance, and home services.

Therefore, achieving human-like natural interaction has become the core determinant of embodied intelligence commercialization. Against this backdrop, LingSi AI's launch not only fills a critical technological gap for the industry but also opens a strategic pathway for Qiniu Limited to leap from underlying cloud service provider to core interaction layer participant.

**Capital Narrative Upgrade**

Before "LingSi AI," Qiniu Limited's core positioning remained as a "cloud + CDN" service provider, primarily playing the role of basic resource supplier. This time, with the launch of its edge AI interaction platform, the company stands for the first time at the core node of the "interaction layer," achieving comprehensive upstream and downstream coordination in the industrial chain.

Upstream, Qiniu Limited aggregates multiple large models including DeepSeek, Tongyi Qianwen, and Zhipu, becoming an important distribution channel for model manufacturers and controlling traffic and user entry points. At the parallel level, joint optimization with chip manufacturers not only improves hardware adaptation efficiency but also gains joint bargaining power to some extent. Downstream, through MCP ecosystem construction of application distribution systems and data feedback, it forms a positive business flywheel cycle.

Analysts point out that this strategic layout could reshape Qiniu Limited's valuation logic—switching from scale-driven cloud vendor model to high-margin, ecosystem-driven AI platform model. When the company submitted its Hong Kong IPO prospectus last year, the market still had disagreements about its medium to long-term growth potential, but "LingSi AI" undoubtedly completes the crucial "high growth + high margin" puzzle. It can quantify TAM (Total Addressable Market) across three trillion-dollar sectors: education, home, and robotics.

Additionally, the company's revenue structure will expand from single cloud resource leasing to triple overlay of licensing fees, usage fees, and revenue sharing, with long-term ecosystem value offering greater imagination space. This value chain reconstruction using interaction technology as leverage may push Qiniu Limited to a new quadrant of capital narrative: the transition from resource supplier to ecosystem leader will not only reshape its Hong Kong stock valuation model but also secure a position during the embodied intelligence explosion.