Cisco vs SenseTime

Cisco — Hardware · Public · $433.3B mkt cap · 4 of 4 figures sourced  |  SenseTime — Foundation Models · Public · $7.7B mkt cap · 4 of 5 figures sourced

Relationship

Cisco AI PODs and SenseScale SSP do comparable work on AI compute hardware; both also serve buyers who need to buy data-centre AI compute; smaller scale (public).

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

4 of 17 capabilitiesShared product typeSmaller scale

4 of 17 capabilities — Shares AI compute hardware, data analysis, model inference and 1 more.

Ludbee capability tags · from the product records

Shared product type — Both ship application and hardware.

Ludbee product records

Smaller scale — SenseTime: $7.7B market cap, against Cisco's $433.3B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldCiscoSenseTime
Market cap$433.3B$7.7B SenseTime has 56× smaller
Employees86,2002,472 SenseTime has 35× fewer
Founded19842014 30 yrs later
StatusPublicPublic match
CategoryHardwareFoundation Models
Stack layerAI agent, Application, HardwareApplication, Hardware, Infrastructure service, Model API, Platform, Robot
HeadquartersSan Jose, USAShanghai, China

Capability overlap

Shared · 4

AI compute hardwareData analysisModel inferenceModel training

Not verified for SenseTime · 13

Accelerator siliconAgent orchestrationCustomer supportData securityEvaluation and observabilityGuardrails and safetyInterconnectServer systemsSpeech to textSummarizationThreat detection and responseVoice agentWorkflow automation

Recorded for Cisco. SenseTime’s product records say nothing either way — a missing record is not a missing capability.

Not verified for Cisco · 10

Avatar videoCode generationGPU cloudImage generationModel hostingRobot controlText generationVideo analyticsVideo editingVideo generation

Recorded for SenseTime. Cisco’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Cisco

Application

AI Assistant for Webex Contact CenterApplication

AI assistant for contact-centre agents and supervisors that produces call and transfer summaries, live transcription, suggested chat replies, topic analytics, automatic CSAT scoring and agent burnout signals.

Cisco AI CanvasApplication

AgenticOps workspace where teams and AI agents collaborate to investigate, correlate and resolve issues across domains: natural-language querying, multi-step agent workflows, shared real-time visibility, and native Cisco plus third-party tool integration via Cloud Control Studio.

Cisco AI DefenseApplication

End-to-end AI security product that discovers an organisation's AI assets, red-teams models and applications for vulnerabilities, and enforces runtime guardrails against prompt injection and data leakage.

Cisco IQApplication

Agentic support intelligence delivered inside Cisco Support and Professional Services — 'the delivery vehicle for everything Cisco Support and Professional Services knows about your environment, made continuously available before you ask for it' — generally available as SaaS since April 2026 and included with existing support contracts.

Webex AI Workforce Engagement ManagementApplication

AI-native workforce engagement suite for contact centres that forecasts demand and optimises shifts, uses NLP and LLMs to evaluate 100 percent of human and AI agent interactions (AI Quality Management), and runs performance coaching and AI-led onboarding simulations.

Hardware

Cisco AI PODsHardware

Pre-validated modular AI infrastructure bundles that combine Cisco UCS servers, NVIDIA GPUs, Nexus 9000 400G/800G switching and management software into single orderable stacks for AI inferencing, training and fine-tuning.

Cisco AI PODs for CollaborationHardware

Turnkey on-premises AI appliance that runs real-time speech transcription for Cisco collaboration deployments locally, for customers with data-sovereignty requirements that rule out cloud AI services.

Cisco Nexus Hyperfabric AIHardware

Cloud-managed full-stack AI cluster sold as hardware plus software plus service, packaging Cisco 6000 and N9300 series switches on an 800GbE back-end fabric, UCS servers with NVIDIA H200 GPUs and BlueField DPUs, optional VAST storage and NVIDIA AI Enterprise under the Hyperfabric cloud controller.

Cisco Silicon OneHardware

Unified programmable networking-silicon architecture for AI, hyperscale, data-centre, service-provider and enterprise routing/switching, spanning five series (G/P/E/K/A) of chip families.

SenseTime

Application

CapiApplication

SenseTime's AI-powered personal-finance assistant (the audit's candidate name 'Kapi Money' is a mistranscription of the real product, Capi, which the vendor's own announcement distinguishes from the similarly-named Kapi/Kapi Cam camera app).

Kapi CamApplication

AI-powered retro-style (Y2K/CCD) photo and video camera app, distinct from Capi (SenseTime's finance assistant) despite the similar name.

Kapi HealthApplication

AI-powered health-tracking companion app (sleep, HRV, activity strain and recovery) built on Apple HealthKit data, from the same publisher shell (TETRAS.AI HONGKONG CO., LIMITED) as the existing Kapi Cam and Kapi Money records.

Office Raccoon (RaccoonWork)Application

AI office productivity assistant (data analysis, AI-editable PPT generation, task planning) built on SenseTime's large language model, distributed via web, iOS app and an OpenClaw agent-skill integration.

Seko AgentApplication

AI video generation tool for creating and editing consistent multi-episode video series.

SenseAvatarApplication

Creates digital-human videos and livestreams from a source image/script.

Hardware

SenseMart GOHardware

Computer-vision-based automated retail checkout system.

SenseNebula PassHardware

Facial-recognition physical access-control system.

No counterpart

Cisco sells these in a stack layer with no product recorded for SenseTime yet — nothing on the other side to compare them against.

AI agent

Webex AI AgentAI agent

Autonomous customer-service AI agent that handles inquiries conversationally across voice, SMS, email, chat and messaging apps and escalates to a human agent with context when it cannot resolve.

SenseTime sells these in a stack layer with no product recorded for Cisco yet — nothing on the other side to compare them against.

Platform

SenseFoundryPlatform

Computer-vision platform for city and enterprise deployments, covering video analysis, access control and traffic management.

Infrastructure service

Elastic Compute ServiceInfrastructure service

Rentable accelerated compute instances for AI development and inference on SenseCore.

Elastic Container PlatformInfrastructure service

Managed Kubernetes platform for running AI workloads on SenseCore.

SenseCoreInfrastructure service

SenseTime's AI compute service, providing training and inference capacity on its own data centres.

SenseScale SSPInfrastructure service

Manages heterogeneous AI development, training and inference compute across SenseCore's infrastructure.

Model API

SenseNovaModel API

SenseTime's foundation model family and the API platform that serves it.

Robot

SenseRobotRobot

AI-powered chess (and board game) robot that teaches and plays against a human opponent, sold as a consumer hardware product on its own dedicated domain.