Report: SenseTime's AI cloud platform leads China's Neocloud market with nearly 50% share
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A report by Frost & Sullivan and HeadLeap Research, published on September 21, states that SenseTime's AI-as-a-Service platform leads China's Neocloud market with nearly 50% share. The report categorizes full-stack AI cloud vendors into traditional comprehensive cloud providers (e.g., Alibaba Cloud, Baidu AI Cloud) and Neocloud providers (e.g., SenseTime, CoreWeave, Nebius) that are AI-native. It identifies 2026 as the start of the Agentic AI era, which will require over 10 times more computing power than traditional large language models, demanding new infrastructure in power, cooling, and scalability. Neocloud platforms, integrating high-performance computing, high-speed connectivity, flexibility, security, and scalability, are positioned as the next-generation AI infrastructure for this era. The report forecasts that over the next three years, AI cloud competition will shift from a 'resource race' to an 'efficiency and ecosystem race,' making full-industry chain integration central. SenseTime recently launched the 'Galaxy Plan' with nearly 20 partners to build a domestic AI infrastructure ecosystem.
Source report
Source: Cover News Reporter: Fu Wenchao Date: September 21
A recent report jointly released by authoritative research institutions Frost & Sullivan and LeadLeo Research Institute — China Full-Stack AI Cloud Service Market Report 2026H1 — reveals that SenseTime's AI Cloud platform holds nearly 50% of the market share, ranking first in China's Neocloud market.
Two Categories of Full-Stack AI Cloud Vendors
The Frost & Sullivan report categorizes current full-stack AI cloud vendors into two types:
- Comprehensive cloud computing vendors (e.g., Alibaba Cloud, Baidu AI Cloud) — pursuing full AI transformation across their platforms.
- Neocloud vendors — AI-native from inception, deeply integrated with AI, and evolving into full-stack AI cloud providers. Representative companies include SenseTime, CoreWeave, and Nebius.
Agentic AI Era Demands 10x More Computing Power
According to Frost & Sullivan, 2026 marks the beginning of the Agentic AI era. Compared to traditional large language models, Agentic AI requires over 10 times more computing power at the same token generation speed. This places unprecedented demands on AI infrastructure, including power supply, cooling,大规模 parallel computing, and scalability.
Neocloud's Growing Value and Advantages
In this context, the value of Neocloud becomes increasingly prominent. Neocloud platforms integrate:
- High-performance computing
- High-speed interconnectivity
- Flexibility
- Security
- Scalability
These capabilities enable Neocloud to flexibly support diverse workloads, including AI training, inference, and Agentic applications, positioning it as a next-generation AI infrastructure for the Agentic era.
Frost & Sullivan notes that Neocloud is an emerging cloud service segment centered on GPU/AI computing power, rapidly becoming a key global supplier of AI infrastructure. Notably, Neocloud companies place greater emphasis on technological innovation, enabling them to respond quickly to market demands and launch new AI technologies and services.
Future Outlook: From Resource Competition to Efficiency and Ecosystem Competition
Frost & Sullivan predicts that over the next three years, AI full-stack cloud vendors will shift from a "resource competition" to an "efficiency and ecosystem competition" model. This means AI competition will no longer be limited to individual GPUs; instead, full-industry-chain ecosystem integration will become the core focus.
At this year's WAIC forum, SenseTime's AI Cloud platform, together with nearly 20 ecosystem partners, launched the "Galaxy Plan" — a joint initiative to build a domestic AI infrastructure ecosystem.
Source
封面新闻Neutral / independent
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SenseTime leads China's Neocloud market with nearly 50% share, report finds