SENSETIME-W (HK:00020) announced on February 4th that its SenseCore native AI cloud platform has passed the "Computing-Modeling-Data-Application - Computing Platform Service Capability" assessment conducted by the China Academy of Information and Communications Technology and the Tai'er Laboratory. It received the industry's highest-level 5A卓越级 (Excellent Grade) certification, marking the first native AI cloud platform to achieve this rating. The evaluation covered core dimensions such as computing power operations, management, scheduling, monitoring, and enablement. The SenseCore platform demonstrated superior performance across all key metrics, maintaining leading advantages in large-scale computing power management, high-performance scheduling, high elasticity and fault tolerance, multi-chip heterogeneous adaptation, and integrated training and inference. This fully showcases the system-level capabilities and platform maturity of a "native AI cloud platform."

First, SENSETIME-W's 5A certification highlights the accelerating economies of scale under the trend of "platformization" in AI infrastructure. Traditional AI development relies on fragmented, customized computing resources, resulting in high marginal costs and low reuse rates. In contrast, SenseCore has built a highly integrated, reusable AI production platform by enabling large-scale computing power management, high-performance scheduling, and integrated training and inference. This platform architecture significantly reduces the unit cost of AI R&D, allowing small and medium-sized enterprises to access advanced AI capabilities at a lower threshold, thereby expanding the effective supply for the entire market. According to a Frost & Sullivan report, SENSETIME-W already holds the top market share among native AI cloud providers in China, indicating that its platform model is gaining widespread market acceptance. This creates a positive feedback loop: more users lead to faster platform optimization; a stronger platform attracts more users, demonstrating typical network effects and economies of scale.

Second, SENSETIME-W's leadership in core capabilities like multi-chip heterogeneous adaptation and high elasticity/fault tolerance reflects its strategic foresight in "technical universality" and "ecosystem compatibility." The current AI chip ecosystem in China is diverse but lacks unified standards. If a platform cannot support various hardware, it leads to fragmented computing resources and hinders industry collaboration efficiency. By supporting multi-chip heterogeneous scheduling, the SenseCore platform essentially acts as a "computing power integrator," breaking down technical barriers between different hardware vendors and improving the overall allocation efficiency of computing resources. This not only enhances the platform's own risk resilience but also provides a viable path for building a self-sufficient, efficient, and collaborative national AI computing infrastructure. IDC data showing its large model platform holds the third-largest market share validates this technical inclusivity and engineering implementation capability.

Third, SENSETIME-W's breakthrough signifies that China's AI industry is transitioning from "single-point technological innovation" to "system-level competitiveness." In recent years, industry focus has often been on large model parameter scales or specific application scenarios. However, the underlying platform capability that supports efficient model training, deployment, and iteration truly determines long-term competitiveness. The dimensions covered by the 5A certification—computing power operations, monitoring, and enablement—are essentially a comprehensive assessment of full-lifecycle AI service capabilities. SENSETIME-W's leading position across these areas indicates it has established a complete value chain loop covering "computing, modeling, data, and application." This system-level capability not only solidifies its moat in the B2B market but also lays the foundation for future participation in global AI infrastructure competition. Against the backdrop of an intensifying global AI race increasingly focused on "infrastructure sovereignty," SENSETIME-W's progress represents a critical step forward for China in building its underlying AI ecosystem.