36Kr Publishes Article on Hesai’s Shift to Physical AI

36Kr published an article on Sept. 8, 2026, about Hesai Technology’s shift toward “physical AI.”

The publication of an article discussing Hesai Technology in the context of physical AI itself points to a view of the company’s business not only as automotive lidar but also as a foundation for real-world measurement and perception. How 36Kr emphasizes the issue could affect how the company’s position is understood.

The 36Kr article addresses how Hesai Technology is positioned in the context of physical AI. However, the source provided here is only an excerpt, so its detailed arguments and the full picture of the facts cannot be established from it. We therefore see this as a point at which to prioritize organizing publicly available information about the company rather than filling in gaps in the article. In a related article, Wang Xingxing discusses robots’ self-evolution at WRC 2026, published on 2026-09-07, robot self-evolution was a focus. The discussion around Hesai could provide a related perspective on how companies responsible for real-world measurement and perception may be incorporated into the foundations of physical AI. However, the excerpt alone is not enough to determine what the 36Kr article covers in detail; see the original source for more information. In terms of implications for industry structure, it is important that the physical AI discussion includes the measurement layer that digitizes the environment, not just robots themselves or autonomous driving. However, it is unclear which products, businesses or metrics the Hesai article actually focuses on, and it is too early to draw conclusions about effects on the supply chain or customer mix. The next points to check are the business areas covered by the article, revenue composition, product applications and how it defines the shift toward physical AI.

In Japan, the positioning of the sensor industry and components for robotics that support real-world measurement and perception could become an issue. However, the excerpt from the original source lacks specifics about Hesai’s business shift, limiting the direct implications for Japanese companies.