JD.com's Physical AI: Closing the Loop from Warehouses to the World

The most valuable insight from this article is that what JD.com showcased at WAIC 2026 wasn't an isolated robot product, but a complete closed-loop system ranging from digital twins to physical execution. While most exhibitors were still competing over the scale of computing clusters or the number of parameters in large models, JD turned its attention to the most unassuming corners of the supply chain—warehouse sorting, last-mile delivery, and cold chain handling. It might look like "new wine in old bottles," but a closer breakdown of the technical roadmap reveals that JD is using Physical AI to redefine the efficiency boundaries of the "last mile."