Alibaba Cloud vs SenseTime

Alibaba Cloud Recognized as a Notable Vendor in Forrester's 'The Web Application Protection Platforms Landscape, Q3 2026'

Alibaba Cloud has been recognized as a Notable Vendor in Forrester's Q3 2026 Web Application Protection Platforms Landscape, highlighting its robust web security capabilities.

China's Ulanqab Data Centers: Who Pays for the Grid Wait

In Ulanqab, a Chinese AI data center hub, grid infrastructure is still under construction, causing delays between completed data centers and their power connection. Operators like GDS invest before service begins and collect no fees until billing starts. The Financial Times reports about 15 GW of committed capacity, while Goldman Sachs counted 12.5 GW. Data centers used 3.27 billion kWh in H1 2026, up 89.5% year-over-year. Power costs in Ulanqab are about Rmb 0.358 per kWh, much cheaper than Beijing's Rmb 0.80. However, substation construction can take three to five years, far longer than the 12 months to build a data center hall. The article examines the financial risk operators carry during these waits.

• About 15 GW of data center capacity has been committed in Ulanqab, according to the Financial Times.
• Goldman Sachs counted 12.5 GW of operating and planned capacity in June, up from 3.3 GW in July 2025.
• Data centers in Ulanqab used 3.27 billion kWh in H1 2026, up 89.5% year-over-year.

Joe Tsai: Open Source Is Europe's AI Opportunity

Alibaba Cloud's blog features a new post by Joe Tsai discussing open source as Europe's AI opportunity, alongside other new posts on QwenWork, Qoder, and AgentCore.

AIPOCH Launches Open-Science AI Research Workbench

AIPOCH announced the public release of AIPOCH Open-Science, an open-source AI research workbench. The platform includes 23 built-in Skills, 525 marketplace Skills, 36 research connectors, and four agent frameworks. It introduces .science packages for sharing portable, reproducible research artifacts. The workbench supports multiple AI models, integrated code execution, and a Skill Marketplace. A preprint is available on arXiv, with contributions from 76 institutions. The project is licensed under Apache 2.0 and aims to address scattered research context and vendor lock-in.

• AIPOCH released Open-Science, an open-source AI research workbench under Apache License 2.0.
• The platform includes 23 built-in Skills, 525 marketplace Skills, 36 research connectors, and four agent frameworks.
• .science packages enable portable sharing of research sessions and artifacts.

Huawei unveils grid-interactive AIDC solution to maximize tokens per watt

At HUAWEI CONNECT 2026 in Shanghai, Huawei unveiled its Grid-Interactive AIDC (AI Data Center) solution, designed to tackle power supply, quality, cooling, and rapid deployment challenges in AI infrastructure. The solution maximizes tokens per watt (TPW) and minimizes cost per token, integrating grid-friendly UPS, intelligent lithium batteries, and grid-forming energy storage to stabilize power and support grid stability. Huawei also introduced an AI-powered liquid cooling system with predictive maintenance, enhancing efficiency. Executives emphasized a shift from PUE to TPW as the key metric, with industry partners like VNET Group and SenseTime sharing insights. SenseTime's SenseCore reported an 80% improvement in TPW, highlighting the solution's effectiveness for large-scale AI training and inference.

• Huawei launched its Grid-Interactive AIDC solution at HUAWEI CONNECT 2026.
• The solution aims to maximize tokens per watt and minimize cost per token.
• It integrates grid-friendly UPS, intelligent lithium batteries, and grid-forming energy storage.