Recently, authoritative research institution Frost & Sullivan and LeadLeo Research Institute jointly released the "China Full-Stack AI Cloud Services Market Report 2026H1". The report shows that SenseCore ranks first in China's Neocloud market with a market share of nearly 50%, maintaining a significant lead.
The Sullivan report divides today's full-stack AI cloud providers into two categories. The first comprises comprehensive cloud computing providers, or hyperscalers, represented by Alibaba Cloud and Baidu AI Cloud. The second comprises Neocloud providers, which have been deeply rooted in AI since their founding, with AI embedded in their DNA, and have gradually evolved into full-stack AI cloud providers. CoreWeave and Nebius lead the overseas market, while SenseTime is China's representative provider.
Compared with overseas Neocloud providers, SenseCore is rooted in the Chinese market and is building "AI infrastructure that understands large models best", with significant advantages in the following areas:
End-to-end, systematic capabilities. SenseCore deeply integrates model capabilities with AI infrastructure, delivering end-to-end systematic capabilities spanning compute, platforms, solutions and services.
Stable operation of ultra-large-scale clusters. Mechanisms including checkpoint-based resumption, automated fault tolerance, task migration and topology-aware scheduling ensure the stable operation of ultra-large-scale clusters amid node fluctuations, resource switching and dynamic capacity expansion.
Deep coordination between compute and power. According to Sullivan, electricity is compute, and vertical integration is becoming the new moat for AI cloud services. SenseCore has launched a compute–power coordination agent that synchronizes compute, energy and business operations in real time, driving system-level cost reduction and efficiency gains for intelligent computing centers.
Domestic compute and ecosystem development. Powered by PD-disaggregated heterogeneous hybrid inference technology, SenseCore's overall inference cost-performance has reached 1.25 times that of NVIDIA's H-Series. Compared with homogeneous inference on domestic compute, it delivers 2.5 times the Token output at the same cost, making large-scale profitability with domestic compute a reality.
Token production and service capabilities. Through its Token Refinery model, SenseCore can also convert compute into stable, efficient and more cost-effective Token production and services. The platform currently processes an average of 4.5 trillion Tokens per day (as of August 2026).
A deeper understanding of vertical industries and customers. Built on an "end-to-end multimodal solution + FDE model," SenseCore works on the front lines of industry, collaborating with customers to develop use cases, co-create models and share responsibility for outcomes, bridging the final mile of AI implementation.
