SenseTime
China's leading computer vision company founded by Tang Xiao'ou and Li Xu, SenseTime pivoted decisively to generative AI. In 2025, generative AI revenue surged 51% to 3.63B yuan (~$527M), comprising 70%+ of total revenue. The company achieved first positive EBITDA post-IPO in H2 2025 with SenseNova multimodal LLM and enterprise productivity tools (Raccoon series).
Achieved 36% YoY revenue growth in H1 2025 driven by generative AI applications. SenseNova V6.5 multimodal real-time interaction hours grew 510% YoY. Raccoon productivity tools surpassed 3M users. Major structural pivot from surveillance to AI applications.
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