AI Computing Cloud Isn't 'Cloud,' It's the 'OS' of the AI Era

Bottom line first: The four intelligent computing achievements unveiled by Shanghai Electric at the 2026 World Artificial Intelligence Conference look on the surface like an upgrade to compute infrastructure, but in essence they are driving a paradigm shift for AI cloud from "resource supply" to "capability platform." If we compare it to operating systems, previous cloud services were like "bare metal with arbitrary scheduling," whereas today's AI cloud is more like an "app store pre-installed with an AI kernel"—it doesn't just provide compute power; it defines how that compute power is used.