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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Sensing technology is facilitating the transition of drone delivery services from trial phases to regular daily operations.
Updated
January 23, 2026 10:41 AM
A quadcopter drone with package attached. PHOTO: FREEPIK
A new partnership between Hesai Technology, a LiDAR solutions company and Keeta Drone, an urban delivery platform under Meituan, offers a glimpse into how drone delivery is moving from experimentation to real-world scale.
Under the collaboration, Hesai will supply solid-state LiDAR sensors for Keeta’s next-generation delivery drones. The goal is to make everyday drone deliveries more reliable as they move from trials to routine operations. Keeta Drone operates in a challenging space—low-altitude urban airspace. Its drones deliver food, medicine and emergency supplies across cities such as Beijing, Shanghai, Hong Kong and Dubai. With more than 740,000 deliveries completed across 65 routes, the company has discontinued testing the concept. It is scaling it. For that scale to work, drones must be able to navigate crowded environments filled with buildings, trees, power lines and unpredictable conditions. This is where Hesai’s technology comes in.
Hesai’s solid-state LiDAR is integrated into Keeta's latest long-range delivery drones. LiDAR stands for Light Detection and Ranging. In simple terms, it is a sensing technology that helps machines understand their surroundings by sending out laser pulses and measuring how they bounce back. Unlike GPS, LiDAR does not rely solely on satellites to determine position. Instead, it gives drones a direct sense of their surroundings, helping them spot small but critical obstacles like wires or tree branches.
In a recent demonstration, Keeta Drone completed a nighttime flight using LiDAR-based navigation alone without relying on cameras or satellite positioning. This shows how the technology can support stable operations even when visibility is poor or GPS signals are limited.
The LiDAR system used in these drones is Hesai’s second-generation solid-state model known as FTX. Compared with earlier versions, the sensor offers higher resolution while being smaller and lighter—important considerations for airborne systems where weight and space are limited. The updated design also reduces integration complexity, making it easier to incorporate into commercial drone platforms. Large-scale production of the sensor is expected to begin in 2026.
From Hesai’s perspective, delivery drones are one of several forms robots are expected to take in the coming decades. Industry forecasts suggest robots will increasingly appear in many roles from industrial systems to service applications, with drones becoming a familiar part of urban infrastructure rather than a novelty.
For Keeta Drone, this improves safety and reliability. And for the broader industry, it signals that drone logistics is entering a more mature phase—one defined less by experimentation and more by dependable execution. Taken together, the partnership highlights a practical evolution in drone delivery.
As cities grow more complex, the question is no longer whether drones can fly but whether they can do so reliably, safely and at scale. At its core, this partnership is not about drones or sensors as products. It is about what it takes to make a complex system work quietly in real cities. As drone delivery moves out of pilot zones and into everyday use, reliability matters more than novelty.