SenseTime said on October 15 that Fortune and Boston Consulting Group had included it in their 2026 Fortune Future 120 list, making it one of 11 Chinese companies named alongside firms such as Nvidia, OpenAI and Apple. The list, which Fortune and BCG have published since 2017, scores more than 3,500 eligible companies on growth ambition, talent density and growth culture, using 15 forward-looking indicators, and selects 120. SenseTime also restated results: revenue of RMB 2.91 billion in the first half of 2026, up 23.4% year on year, with generative-AI revenue of RMB 2.33 billion; the group posted its first profit under IFRS, of RMB 620 million, and said its agent services reached more than 1,000 enterprise clients across over 20 industries.
Our takeA list that puts Nvidia, OpenAI and SenseTime in the same breath is measuring potential, not scale — and 'potential' is exactly what an AI company sells to investors. The number that matters is underneath: generative AI is RMB 2.33 billion of RMB 2.91 billion revenue, with a first IFRS profit. The story is no longer whether Chinese AI firms can build models, but whether their agents sell.