Qualcomm vs SenseTime

Qualcomm — Hardware · Public · $174.9B mkt cap · 4 of 4 figures sourced  |  SenseTime — Foundation Models · Public · $7.7B mkt cap · 4 of 5 figures sourced

Relationship

Qualcomm Cloud AI 100 Ultra and Elastic Compute Service both 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.

3 of 6 capabilitiesShared product typeSmaller scale

3 of 6 capabilities — Shares AI compute hardware, model hosting and model inference.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware and platform.

Ludbee product records

Smaller scale — SenseTime: $7.7B market cap, against Qualcomm's $174.9B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldQualcommSenseTime
Market cap$174.9B$7.7B SenseTime has 23× smaller
Employees52,0002,472 SenseTime has 21× fewer
Founded19852014 29 yrs later
StatusPublicPublic match
CategoryHardwareFoundation Models
Stack layerDeveloper tool, Hardware, PlatformApplication, Hardware, Infrastructure service, Model API, Platform, Robot
HeadquartersSan Diego, USAShanghai, China

Capability overlap

Shared · 3

AI compute hardwareModel hostingModel inference

Not verified for SenseTime · 3

Accelerator siliconEvaluation and observabilityKnowledge retrieval

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

Not verified for Qualcomm · 11

Avatar videoCode generationData analysisGPU cloudImage generationModel trainingRobot controlText generationVideo analyticsVideo editingVideo generation

Recorded for SenseTime. Qualcomm’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

Qualcomm

Platform

Qualcomm AI Inference SuitePlatform

A cloud and on-premises inference platform offering an SDK, OpenAI-compatible APIs and ready-made chat, RAG, image and code applications on top of Qualcomm's AI accelerators.

Hardware

Qualcomm Cloud AI 100 UltraHardware

A PCIe AI inference accelerator card with up to 870 TOPS INT8 and 128GB of memory, built for generative AI and LLM inference in the data centre.

Qualcomm Dragonfly AI200Hardware

Rack-scale data-centre inference accelerator carrying 768 GB of LPDDR per card, announced October 2025 with commercial availability expected in 2026.

Qualcomm Dragonfly AI250Hardware

A second-generation rack-scale AI inference platform using Qualcomm High Bandwidth Compute (HBC) Gen 1 for memory-bound agentic inference.

Qualcomm Dragonfly AI300Hardware

A third-generation rack-scale AI inference platform using Qualcomm High Bandwidth Compute (HBC) Gen 2 for hyperscale LLM and agentic deployments.

Qualcomm Dragonwing IQ-2390Hardware

Embedded edge-AI processor in early access; part of Qualcomm's Dragonwing IQ2 series for IoT.

Qualcomm Dragonwing IQ9 SeriesHardware

Embedded IoT/edge-AI processor family, distinct from the Dragonfly AI200/250/300 data-centre accelerator line; an IQ-9075 Evaluation Kit is purchasable through Qualcomm's developer hardware section.

SnapdragonHardware

Mobile and PC processor family whose on-device AI engine runs models locally on phones, laptops and cars.

Snapdragon X SeriesHardware

A family of Snapdragon compute platforms for Windows PCs (X, X2 Elite, X2 Plus) sold on NPU-accelerated on-device AI performance.

SenseTime

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.

No counterpart

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

Developer tool

Qualcomm AI HubDeveloper tool

A developer platform for optimising, benchmarking and deploying on-device AI models against 300+ pre-optimised models and 50+ real Qualcomm devices in the cloud.

SenseTime sells these in a stack layer with no product recorded for Qualcomm 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.

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.