NEWS

DeepSeek Reopens $8 Billion Raise and Buys Into Robots

The red DeepSeek whale over a humanoid robot silhouette on a black field, representing DeepSeek's move from AI models into robotics
DeepSeek extends from cheap models toward the physical layer with a stake in humanoid maker Unitree. Source: Reuters
TLDR

DeepSeek restarts its raise and takes a seat in humanoid robotics

DeepSeek has reopened the funding round it paused last month, seeking close to $8 billion at a valuation of around $74 billion, according to Bloomberg. The process stalled after leaked remarks from founder Liang Wenfeng circulated among investors. Signing is now expected in late August.

The existing syndicate includes China's national AI fund, NetEase, JD.com, IDG Capital, Loyal Valley and Shixiang Capital, with Monolith Management in talks to join. The raise sets up a company that has already signalled it is exploring a public listing.

The more revealing move sits alongside the raise. DeepSeek bought a 2.31% stake in Unitree, the Hangzhou humanoid robot maker, through a strategic placement in Unitree's initial public offering. Unitree priced its Shanghai STAR Market listing at 150.8 yuan per share, a valuation near 61 billion yuan, or about $9.04 billion, and opens subscriptions on August 10. It is the first maker of humanoid robots to list on the mainland.

By the numbers
DeepSeek funding round target~$8 billion
DeepSeek valuation~$74 billion
Stake taken in Unitree2.31% for 140.8M yuan (~$20.8M)
Unitree IPO valuation~$9 billion, 40.45M new shares
Unitree 2025 revenueUp more than 4x to 1.7B yuan
Source: Bloomberg; Unitree Shanghai STAR Market IPO prospectus (2026).

Why the company that made AI cheap is now buying machines

Unitree's business has tilted decisively toward humanoids. In 2025 its revenue more than quadrupled to 1.7 billion yuan, and humanoid sales of 867.8 million yuan overtook the quadruped robots that made the company known. Unitree shipped roughly 5,500 humanoid units last year, more than any manufacturer worldwide, at gross margins near 60%.

Bar chart showing Unitree's 2025 revenue split, with humanoid robots at 868 million yuan just ahead of quadruped and other products at 832 million yuan
Unitree's 2025 revenue by segment. Humanoid robots overtook quadrupeds for the first time. Source: Unitree Shanghai STAR Market IPO prospectus.

For DeepSeek, the stake is small in size but clear in direction. The company built its reputation by driving the cost of model inference toward commodity levels. Putting capital into Unitree extends that logic down the stack, toward the physical layer where models stop answering questions and start controlling machines. It also gives DeepSeek a foothold in a listed robotics champion at a moment when Washington is weighing restrictions that could keep foreign-made humanoid and quadruped robots out of the United States.

DeepSeek did not become China's most discussed AI company by building the best model. It did it by making intelligence cheap. The Unitree stake suggests it now sees the next margin pool not in tokens, but in the machines that act on them.

Santage is committed to independent, transparent journalism. This article is produced in accordance with Santage's Editorial Standards and aims to provide accurate and timely information. Readers are encouraged to verify information independently.