sensetime

The numbers here reveal that the AI race has become a competition in computing and tokens as well.

SenseTime announced that its large-scale computing platform has provided local computing support and token services for the open-source Zhipu model GLM-5.3-Flash. This step reflects the expanding use of local infrastructure on a major commercial scale.

• The average daily token service volume on the SenseTime platform reached 2.42 trillion in July.
• The company expects to exceed 10 trillion tokens per day by the end of 2026.
• This means demand for the computing power needed to process AI models is accelerating sharply. 🚀

In my view, token-related numbers have become an important indicator for tracking the growth of the AI sector—just like we monitor trading volumes in crypto.

Will local computing turn into one of the largest investment sectors linked to AI in the coming years? 🤔
$ZHIPU

#AI #Crypto #ZhipuAI #SenseTime #GLM

$SENSETIME PIVOTS FROM CODING TO AGI – NEW VALUATION NARRATIVE LOADING 🚀

Tang Jie’s internal letter explicitly repositions SenseTime toward AGI infrastructure and autonomous agents, sidelining the AI Coding business that drove recent commercial growth. This shift arrives after a notable price pullback following the MiniMax unlock event, with the market now recalibrating AI valuations from "tech hype" toward tangible revenue metrics.

The move signals a deliberate effort to anchor the stock’s valuation in long-term AGI potential rather than near-term SaaS or ARR benchmarks. Institutional positioning is likely to shift as the narrative transitions away from short-term monetization pressure.

How do you see this changing SenseTime’s risk profile compared to other AI plays?

Not financial advice. Always manage your risk.

#SENSETIME #AIPivot #ValuationShift #AGI #LongTermPlay

🎯

The founder of SenseTime AI, Tang Jie, announced that the open-source release of GLM-5.2 has achieved impressive results in multiple evaluations, rivaling models like Anthropic's Claude Opus 4.8 🚀

Entry: no specific trade details are available for $BTC , however the news could have a broader impact on the market, particularly for tech-related cryptocurrencies like $ETH .

The advancements in AI technology are likely to have a significant impact on various industries, including the crypto space, as companies like SenseTime continue to push the boundaries of innovation.

Not financial advice. Manage your risk.

#AI #TechAdvancements #LongSetup #SenseTime
💫

sense of competition in the ai space is heating up with $SNT reaching new heights
🔥

Entry: 0.15
Target: 0.20
Stop Loss: 0.10

the advancements in ai models like glm-5.2 are likely to have a significant impact on various industries, including crypto and blockchain, as they continue to push the boundaries of what is possible with technology.

Not financial advice. Manage your risk.

#SenseTime #AISetups #LongSetup

⚠️

🤖 New AI model raises computing requirements

SenseTime announced an advanced AI model capable of generating images with 8K resolution. Industry experts expect this development to increase competition in the computing power required for AI, which may affect investment and innovation dynamics across the broader tech sector.

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📊 Impact: 📈 High
🏷️ OTHER

#AI #Technology #Innovation #Compute #SenseTime

📰 Source: cryptobriefing.com