Core Insights - SenseTime Group has established a clear business positioning with three core segments: Generative AI, Traditional AI, and Intelligent Vehicles [1] - The Generative AI segment has been designated as a strategic priority, becoming the main development direction for the company [1] - The company achieved remarkable growth in its Generative AI business, with revenue reaching 1.2 billion yuan, marking the fastest revenue growth for a new business in its ten-year history [1] Business Performance - The Generative AI segment's revenue growth was explosive, achieving a year-on-year increase of 200% and accounting for over 35% of total revenue [2][1] - The total computing power of SenseTime's large model infrastructure, SenseCore, has significantly increased to 12,000 petaFLOPS, with 45,000 operational GPUs [1] Innovation and Market Strategy - SenseTime has introduced a new "Model as a Service" business model, allowing clients to easily fine-tune and access various generative AI capabilities without the need to manage underlying infrastructure [1] - This innovative business model enhances customer experience and expands the company's market channels and business scope [1]
商汤集团：2023年生成式AI收入达 12亿元 同比增长200%