Tuya Smart, a global AI cloud platform provider, introduced its new AI agent, TuyaClaw, on March 24 2026. Built on the OpenClaw architecture, the agent compresses complex configuration into a one‑click installation and can control both digital interfaces and physical smart‑home devices. It supports seven leading large‑language models—including ChatGPT and Gemini—and offers more than 3,200 ready‑to‑use skills that enable users to automate tasks ranging from home management to office workflows and data‑research scenarios.
The launch marks a key milestone in Tuya’s AI‑first strategy, which now sees 93 % of its shipped products equipped with AI capabilities. The TuyaClaw subscription model covers model selection, API integration, and multi‑platform billing, creating a new recurring revenue stream that leverages the company’s existing ecosystem of over 3,000 product categories and hundreds of millions of connected devices. By bridging the digital and physical worlds, the agent positions Tuya as a leading player in the emerging physical‑AI platform market.
Security remains a priority for the company. "Regarding potential risks introduced by third‑party Skills, we have officially launched the Tuya Skill Security Guardian. This platform intervenes before Skill installation, leveraging three core technologies—threat intelligence, AI‑driven code auditing, and sandbox dynamic testing—to provide comprehensive security assessments. It will not only safeguard Tuya's ecosystem but will also be made available as a public security service for the entire industry," said Liu Longwei, Tuya’s Chief Information Security Officer.
Financially, Tuya reported FY2025 revenue of $322 million, up 7.8 % year‑over‑year, and net income of $57.9 million, a dramatic turnaround from $5.0 million in 2024. Gross margins improved to 48.2 % and non‑GAAP operating margins reached 10.5 %. The company’s developer platform handled 150 million daily interactions and counted 1.8 million registered AI developers, while its cash position exceeded $1 billion with no debt. These results underscore the strength of Tuya’s AI‑enabled product mix and its ability to monetize its extensive ecosystem.
Investors responded positively to the announcement, with trading volume surging in pre‑market sessions. The market reaction reflects confidence in Tuya’s AI‑first trajectory, the new revenue potential of TuyaClaw, and the company’s solid financial footing.
Alex Yang, Tuya Smart co‑founder, CFO and COO, said, "Our goal is to continually lower the development threshold for AI hardware products and promote their broader AI innovation and adoption." CEO Xueji Wang added, "our total revenue for the quarter reached approximately USD 82.5 million, marking our ninth consecutive quarter of year‑over‑year growth and underscoring the strength of Tuya's business model." He also noted that "smart devices equipped with AI capabilities account for 93.99 % of total shipments, an increasement from the previous quarter."
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