Financial Performance - SenseTime Group's revenue in the first half of 2023 reached RMB 1433 million, a 1.3% year-over-year increase[3], while the gross profit was RMB 649 million[118] - Generative AI-related revenue experienced triple-digit percentage growth[3] - The company's GAAP net loss was reduced by RMB 2.4 billion[5] AI Foundation Models and Computing Power - SenseTime is focusing on breakthroughs in SenseNova Foundation Models and generative AI product suite[3] - The company has China's largest AIDC (AI Data Center) in Shanghai Lingang, with over 30,000 GPUs (an approximately 11% increase since March 2023) and over 6,000 Ps (an approximately 20% increase since March 2023)[6] - SenseTime released InternLM-123B under the SenseNova Framework[8] R&D and Data - SenseTime has a roadmap to surpass GPT-4, focusing on training the best-performing foundation model with the best quality data[11, 13] - The company has a total raw data reserve of over 10 Trillion Tokens, expected to increase by the end of 2023[14] Business Segments - Smart Business contributed 60% to revenue, with a 60% year-over-year growth in ARPU (Average Revenue Per User)[79, 81] - Smart Life contributed 22% to revenue, with a 48% year-over-year growth in the number of customers[79, 84, 85] - Smart Auto contributed 6% to revenue, with a 5.7x revenue growth in mass production[79, 94] - Smart City contributed 13% to revenue, with a 64% revenue contribution from Tier 1 & Tier 2 cities in China[79, 108, 109] Open Source and Collaboration - SenseTime promotes open-sourced AI platforms with research collaborations[18] - The company's open-source projects have gained significant traction, with 87,000+ Github stars[21]
商汤-W(00020) - 2023 H1 - 电话会议演示