Core Insights - SenseTime has experienced explosive growth in its generative AI business, achieving total revenue of 3.4 billion yuan in 2023, with the generative AI segment contributing 1.18 billion yuan, marking a nearly 200% growth rate and accounting for 35% of total revenue [1] - The company positions itself at the forefront of the AI 2.0 era, which signifies a shift from rule-based automation to deep learning and autonomous learning capabilities, fundamentally transforming AI applications across various sectors [2][4] - SenseTime's "SenseCore" infrastructure has become a critical asset, supporting the rapid development and deployment of large models, with a total computing power exceeding 12,000 petaFLOPS and 45,000 GPUs [3][6] Business Strategy - The integration of "large models + large infrastructure" has enhanced SenseTime's training capabilities, achieving over 90% acceleration efficiency and stable training periods exceeding 30 days [4][5] - The company has established partnerships with major players across various industries, including Qualcomm, major telecom operators, and leading financial institutions, which has broadened its market reach [4][5] - SenseTime has introduced a "model as a service" business model, allowing clients to easily fine-tune and utilize generative AI functionalities without the burden of managing underlying infrastructure [3][4] Market Position - Over 70% of SenseTime's generative AI clients in the past year were new customers, indicating strong market recognition and demand for its technology [5] - The company has developed high-performance edge models that outperform competitors like Meta's Llama2 and Google's Gemma, addressing the market's need for efficient and cost-effective AI solutions [5][6] - SenseTime's generative AI tools, such as "Xiaohuanxiong" family, have demonstrated superior performance in practical applications, enhancing productivity in programming and data analysis [7] Future Outlook - The company anticipates continued rapid growth in its generative AI business in 2024, driven by its technological advancements and successful integration of AI in various sectors [7] - SenseTime is positioned as a key player in the AI industry, driving upgrades and transformations while redefining productivity tools through innovative generative AI solutions [6][7]
AI 2.0时代，商汤靠什么「突围」？丨氪金