Nebius Group vs SenseTime

Nebius Group — Infrastructure · Public · $61.6B mkt cap · 4 of 4 figures sourced  |  SenseTime — Foundation Models · Public · $7.7B mkt cap · 4 of 5 figures sourced

Relationship

Nebius AI Cloud and SenseCore do comparable work on GPU cloud and model training; both also serve buyers who need to buy data-centre AI compute, serve a model in production and train or fine-tune a model; 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 5 capabilitiesShared product typeSmaller scale

4 of 5 capabilities — Shares GPU cloud, model hosting, model inference and 1 more.

Ludbee capability tags · from the product records

Shared product type — Both ship infrastructure service and model API.

Ludbee product records

Smaller scale — SenseTime: $7.7B market cap, against Nebius Group's $61.6B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldNebius GroupSenseTime
Market cap$61.6B$7.7B SenseTime has 8.0× smaller
Employees1,5432,472 SenseTime has 60% more
Founded20242014 10 yrs earlier
StatusPublicPublic match
CategoryInfrastructureFoundation Models
Stack layerDeveloper tool, Infrastructure service, Model APIApplication, Hardware, Infrastructure service, Model API, Platform, Robot
HeadquartersAmsterdam, NetherlandsShanghai, China

Capability overlap

Shared · 4

GPU cloudModel hostingModel inferenceModel training

Not verified for SenseTime · 1

Evaluation and observability

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

Not verified for Nebius Group · 10

AI compute hardwareAvatar videoCode generationData analysisImage generationRobot controlText generationVideo analyticsVideo editingVideo generation

Recorded for SenseTime. Nebius Group’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

Nebius Group

Infrastructure service

Managed SoperatorInfrastructure service

Nebius-managed Kubernetes operator that runs Slurm clusters on GPU infrastructure for fault-tolerant large-scale AI training, with topology-aware scheduling and automatic node health checks and recovery.

Nebius AI CloudInfrastructure service

Rented GPU clusters with storage and networking for training and serving models, billed by the GPU-hour.

Serverless AIInfrastructure service

Nebius AI Cloud's on-demand GPU runtime that runs containerised AI workloads as Jobs and hosts custom models behind HTTP Endpoints without provisioning or managing clusters.

Model API

Nebius Token FactoryModel API

Managed inference endpoint serving open-weight models on Nebius hardware, billed per token.

SenseTime

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.

No counterpart

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

Developer tool

Managed Service for MLflowDeveloper tool

Fully managed MLflow deployment on Nebius AI Cloud for tracking experiments, metrics and artifacts across the machine-learning lifecycle without maintaining tracking-server infrastructure.

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

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.

Platform

SenseFoundryPlatform

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

Hardware

SenseMart GOHardware

Computer-vision-based automated retail checkout system.

SenseNebula PassHardware

Facial-recognition physical access-control system.

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.