近日，商汤沙特SenseTime MEA与中国电信（阿联酋）达成重要合作，双方将推进AI视觉在阿曼智慧城 市领域的创新应用。SenseTime MEA是商汤科技与沙特国家主权基金PIF于2021年末成立的合资公司， 长期深耕发展中东智慧城市、智慧文旅及AI教育等数字体验业务。此次合作融合了SenseTime MEA在中 东发展经验及技术和中国电信 "云网智安"的一体化优势，为阿曼开启智慧城市与数字化转型的新时 代，也标志着SenseTime MEA通过创新生态合作，将AI技术扩散到更多海湾地区。 关于商汤 免责声明：此文内容为本网站刊发或转载企业宣传资讯，仅代表作者个人观点，与本网无关。文章不构 成投资建议，仅供读者参考，并请自行核实相关内容。 作为人工智能软件公司，商汤科技以"坚持原创，让AI引领人类进步"为使命，旨在持续引领人工智能前 沿研究，持续打造更具拓展性更普惠的人工智能软件平台，推动经济、社会和人类的发展，并持续吸引 及培养顶尖人才，共同塑造未来。 商汤科技拥有深厚的学术积累，并长期投入于原创技术研究，不断增强行业领先的多模态、多任务通用 人工智能能力，涵盖感知智能、自然语言处理、决策智能、智能内 ...

Core Insights - SenseTime and Cambricon have signed a strategic cooperation agreement to enhance software and hardware optimization and build an open and win-win industrial ecosystem [1][2] - Following the announcement, SenseTime's stock rose by 5.44% to HKD 2.52, with a market capitalization of approximately HKD 97.5 billion, while Cambricon's stock increased by 3.85% to CNY 1242 [1] Company Overview - Cambricon, a leading AI chip company in China, focuses on AI chip product development and has established a complete product system that integrates cloud, edge, and terminal solutions [3] - SenseTime is an AI software company that aims to create a more inclusive AI software platform, with its business covering generative AI, visual AI, and innovative sectors [3] Strategic Cooperation Details - The collaboration will leverage both companies' technological and industrial resource advantages, focusing on domestic AI infrastructure, vertical business development, and technology export [2][4] - The partnership aims to explore a tiered product innovation system based on intelligent computing power and AI model technology, promoting industrial intelligence transformation [4] Financial Performance - Cambricon reported a revenue of CNY 2.881 billion in the first half of the year, a year-on-year increase of 4347.82%, and a net profit of CNY 1.038 billion, compared to a loss of over CNY 500 million in the same period last year [4] - SenseTime's revenue from generative AI reached approximately CNY 1.816 billion in the first half of the year, a year-on-year growth of 72.7%, with its share of total revenue increasing from 60.4% to 77% [5]

Core Viewpoint - SenseTime and Cambricon have signed a strategic cooperation agreement to enhance the optimization of software and hardware, aiming to build an open and win-win industrial ecosystem in the AI sector [1][3]. Group 1: Strategic Cooperation - The collaboration will leverage the technological and industrial resource advantages of both companies, focusing on the construction of domestic AI infrastructure, vertical business development, and technology export [3]. - The partnership aims to create a new paradigm for the domestic development of AI by combining SenseTime's capabilities in large model research and AI infrastructure with Cambricon's expertise in intelligent computing chips [4]. Group 2: Market Performance - Following the announcement, SenseTime's stock rose by 5.44% to HKD 2.52, with a market capitalization of approximately HKD 97.5 billion, while Cambricon's stock increased by 3.85% to CNY 1242 [1]. - Cambricon reported a revenue of CNY 2.881 billion in the first half of the year, a year-on-year increase of 4347.82%, and a net profit of CNY 1.038 billion, compared to a loss of over CNY 500 million in the same period last year [8]. Group 3: Business Focus - SenseTime is focusing on creating a more inclusive AI software platform, with its business covering generative AI, visual AI, and innovative sectors [5]. - The companies will explore a tiered product innovation system based on intelligent computing power and AI large model technology, aiming to drive industrial transformation and cultivate high-growth innovative enterprises [7]. Group 4: Future Outlook - Both companies will work on adapting the latest hardware and software products and developing integrated solutions for vertical industry scenarios [7]. - SenseTime aims to maintain its leadership in visual AI while seizing the historical opportunity presented by generative AI, which accounted for 77% of its revenue in the first half of the year, up from 60.4% in the same period last year [8].