Artificial Intelligence

Why AI’s Biggest Infrastructure Problem May No Longer Be Computing Power

Huawei is betting that the future of AI infrastructure will depend as much on energy systems as on computing power

Updated

May 19, 2026 5:43 PM

Blue light painting with a lightbulb. PHOTO: UNSPLASH

As AI companies build larger models and deploy more AI agents, the industry is running into a new constraint: electricity. The challenge is no longer just about computing power. It is increasingly about how to supply, manage and sustain the energy needed to run AI infrastructure at scale.

That was the central argument behind Huawei’s latest AI data center strategy unveiled at its Global AIDC Industry Summit in Dongguan.

The company introduced what it calls a grid-interactive AIDC strategy, focused on redesigning AI data centers around power supply, cooling systems and energy management. AIDC refers to AI data centers built specifically for large-scale AI computing workloads.

The announcement reflects a broader shift happening across the industry. As AI systems grow larger, data centers are consuming more electricity and generating more heat than traditional computing infrastructure was designed to handle. Companies are now being forced to rethink not just chips and servers, but the physical systems supporting them.

Huawei argues that future AI infrastructure will need closer coordination between computing systems and energy grids. The company says traditional data center designs are struggling to keep up with fluctuating AI workloads, rising power density and the growing use of renewable energy sources.

Hou Jinlong, Director of the Board of Huawei and President of Huawei Digital Power, said: "The booming AI industry, widely adopted large models, and numerous AI agents are creating huge energy demands, set to boost the global AIDC capacity. Electricity is essential for computing; energy is the foundation for AI long-term development. Computing and electricity will deeply synergize and empower each other, progressively building an integrated framework that brings together new power systems and AI infrastructure."

A large part of Huawei’s strategy focuses on power architecture. AI workloads can create sudden spikes in electricity demand, especially in high-density computing environments. To manage that, Huawei says it plans to develop new power systems that combine grid-friendly UPS infrastructure with energy storage technologies.

Cooling is becoming another major pressure point. AI servers generate significantly more heat than traditional enterprise systems and Huawei says liquid cooling is now becoming essential for large-scale AI deployments. The company introduced a liquid cooling system designed to improve long-term thermal management inside high-density AI environments.

Huawei is also pushing modular construction methods to reduce deployment times for AI data centers. Instead of building infrastructure entirely onsite, parts of the system can be prefabricated and tested in factories before installation.

Bob He, Vice President of Huawei Digital Power, said: "The global AI industry is booming, and the token demand surges. As such, the AIDC industry is entering the Token era."

As part of that shift, Huawei introduced a proposed measurement system called the TokEnergy Index. The company says the metric is designed to measure the relationship between energy consumption and AI computing output, rather than relying only on traditional data center efficiency metrics such as PUE.

The broader message behind the strategy is that AI infrastructure is becoming an energy engineering problem as much as a computing problem. As global demand for AI continues to rise, companies across the sector are beginning to realise that the future of AI may depend not only on better models, but also on whether power grids and data centers can keep up with them.

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How CES 2026 Reframed the Role of Robots

Examining how robots are moving from demonstrations to daily use.

Updated

January 28, 2026 5:53 PM

An industrial robotic arm capable of autonomous welding. PHOTO: ADOBE STOCK

CES 2026 did not frame robotics as a distant future or a technological spectacle. Instead, it highlighted machines designed for the slow, practical work of fitting into human systems. Across the show floor, robots were no longer performing for attention but being shaped by real-world constraints—space, safety, fatigue and repetition.

They appeared in factories, homes, emergency settings and industrial sites, each responding to a specific kind of human limitation. Together, these four robots reveal how robotics is being redefined: not as a replacement for people, but as infrastructure that quietly takes on work humans are least meant to carry alone.

1. Hyundai’s Atlas: From lab to factory

Hyundai Motor unveiled its electric humanoid robot, Atlas, during a media day on January 5, 2026, at the Mandalay Bay Convention Center in Las Vegas as part of CES 2026. Developed with Boston Dynamics, Hyundai’s U.S.-based robotics subsidiary, Atlas was presented in two forms: a research prototype and a commercial model designed for real factory environments.

Shown under the theme “AI Robotics, Beyond the Lab to Life: Partnering Human Progress,” Atlas is designed to work alongside humans rather than replace them. The premise is straightforward—robots take on physically demanding and repetitive tasks such as sorting and assembly, while people focus on work requiring judgment, creativity and decision-making.

Built for industrial use, the commercial version of Atlas is designed to adapt quickly, with Hyundai stating it can learn new tasks within a day. Its adult-sized humanoid form features 56 degrees of freedom, enabling flexible, human-like movement. Tactile sensors in its hands and a 360-degree vision system support spatial awareness and precise operation.

Atlas is also engineered for demanding conditions. It can lift up to 50 kilograms, operate in temperatures ranging from –20°C to 40°C and is waterproof, making it suitable for challenging factory settings.

Looking ahead, Hyundai expects Atlas to begin with parts sorting and sequencing by 2028, move into assembly by 2030 and later take on precision tasks that require sustained physical effort and focus.

2. Widemount’s Smart Firefighting Robot: Built for hazard zones

Widemount’s Smart Firefighting Robot is designed to operate in environments that are difficult and dangerous for humans to enter. Developed by Widemount Dynamics, a spinout from the Hong Kong Polytechnic University, the robot is built to support emergency teams during fires, particularly in enclosed and smoke-filled spaces.

The robot can move through buildings and industrial facilities even when visibility is near zero. Rather than relying on cameras or GPS, it uses radar-based mapping to understand its surroundings and determine a safe path forward. This allows it to continue operating when smoke, heat or debris would normally restrict access.

As it approaches a fire, the robot analyses the burning object. Its onboard AI helps identify the material involved and selects an appropriate extinguishing method. Sensors simultaneously assess flame intensity and send real-time updates to command centres, giving responders clearer situational awareness.

When actively fighting a fire, the robot can aim directly at the source and deploy extinguishing agents autonomously. The system continuously adjusts its actions based on incoming sensor data, reducing the need for constant human intervention during high-risk situations.

3. LG Electronics’ LG CLOiD: Automation for domestic spaces

At CES 2026, LG Electronics offered a glimpse into how household work could gradually shift from people to machines. The company introduced LG CLOiD, an AI-powered home robot designed to manage everyday chores by working directly with connected appliances within LG’s ThinQ ecosystem.

Designed for indoor living spaces, CLOiD features a compact upper body with two articulated arms, a head unit and a wheeled base that enables steady movement across floors. Its torso can tilt to adjust height, allowing it to reach items placed low or on kitchen counters. The arms and hands are built for careful handling, enabling the robot to grip common household objects rather than heavy tools. The head also functions as a mobile control unit, housing cameras, sensors, a display and voice interaction capabilities for communication and monitoring.

In practice, CLOiD acts as a task coordinator. It can retrieve items from appliances, operate ovens and washing machines and manage laundry cycles from start to finish, including folding and stacking clothes. By connecting multiple devices through the ThinQ system, the robot turns separate appliances into a single, coordinated workflow.

These capabilities are supported by LG’s Physical AI system. CLOiD uses vision to recognise objects and interpret its surroundings, language processing to understand instructions and action control to execute tasks step by step. Together, these systems allow the robot to follow routines, respond to user input and adjust task execution over time.

4. Doosan Robotics’ Scan & Go: Automation at an industrial scale

Doosan Robotics introduced Scan & Go at CES 2026, an AI-driven robotic system designed to automate large-scale surface repair and inspection. The solution targets environments with complex, irregular surfaces that are difficult to pre-program, such as aircraft structures, wind turbine blades and large industrial installations.

Scan & Go operates by scanning surfaces on site and building an understanding of their shape in real time. Instead of relying on detailed digital models or manual coding, the system plans its movements based on live data. This enables it to adapt to variations in size, curvature and surface condition without extensive setup.

The underlying technology combines 3D sensing with AI-based motion planning. The system interprets surface data, generates tool paths and refines its actions as work progresses. In practical terms, this reduces manual intervention while maintaining consistency across large work areas.

By handling surface preparation and inspection tasks that are time-consuming and physically demanding, Scan & Go is positioned as a support tool for industrial teams operating at scale.

A shift from demonstration to deployment

Taken together, these robots signal a clear shift in how machines are being designed and deployed. Across factories, homes, emergency sites and industrial infrastructure, robotics is moving beyond demonstrations and into practical roles that support human work.

The unifying theme is not replacement, but relief—robots taking on tasks that are repetitive, hazardous or physically demanding. CES 2026 suggests that robotics is evolving from spectacle to utility, with a growing focus on systems that adapt to real environments, respond to genuine constraints and integrate into everyday workflows.