On January 7, 2026 at CES in Las Vegas, Tuya Smart convened over 300 developers and industry leaders for "Tuya Developer Day" under the theme "Accelerating the Physical AI Era Together." Co-Founder, COO and CFO Alex Yang led in-depth dialogues with senior executives from Google Cloud and AWS, highlighting the shift from AI as a concept to AI-native devices. Praveen Rao of Google Cloud emphasized the rise of multimodal AI for vision, language and audio integration, while Danny Smith of AWS showcased enterprise-scale agentic AI capable of real-time decision-making. Panelists from Bluetooth SIG, Wi-Fi Alliance, Connectivity Standards Alliance and Silicon Labs detailed collaborative efforts to standardize protocols and ensure seamless interoperability—key steps that could drive faster adoption of Tuya’s AIoT solutions and expand its addressable market.

At CES 2026, Tuya announced a strategic alliance with Robopoet to develop Fuzozo’s cellular-enabled version, targeting the US$18.35 billion global AI companion market in 2025. By integrating global cellular connectivity, the new Fuzozo prototype delivers uninterrupted emotional companionship during commutes, outdoor excursions and international travel—overcoming Wi-Fi limitations. Tuya’s modular AI Developer Platform and cloud infrastructure will manage device connectivity, data communication and operations at scale, allowing Robopoet to concentrate on emotional AI algorithms. Investors should note that this collaboration deepens Tuya’s ecosystem play across cloud, edge and device, positioning the company to capture subscription and service revenues from mobile AI companion deployments worldwide.

In a televised interview on "The Asia Trade," Alex Yang reaffirmed Tuya’s focus on expanding its AIoT platform across five key industries: smart home, industrial automation, healthcare, retail and mobility. He disclosed that Tuya’s annual R&D spend has risen by 40% year-over-year to support development of proprietary AI models and edge-computing capabilities. Yang also highlighted recent partnerships with over 20 semiconductor and connectivity vendors to pre-certify devices for Tuya’s platform, reducing go-to-market time by up to 30%. He projected that platform subscriptions and device management fees will drive over 25% revenue growth in fiscal 2026.