↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER

SenseTime (SenseNova & Lingang AIDC) Grade B+

Asia's flagship artificial intelligence computing center: 300+ MW contiguous Lingang AIDC and SenseNova multimodal foundation models · Category: Asian AI Frontier

Executive Physical Feasibility & Delivery Audit

Institutional Baseline: CAF Watcher evaluates stated accelerator capabilities against empirical physical reality (interconnection queues, electrical substations, liquid cooling heat transfer, and optical network fabrics). Missing public evidence is classified as unknown—it is never treated as zero capacity. Operator telemetry strengthens assessments, but participation is never mandatory.

CAF INTERVAL
[0.33 – 0.59]
DELIVERY GAP SCORE
44 pts
OPERATING POWER
0.21 GW
vs 0.12 GW announced
EVIDENCE CONFIDENCE
MEDIUM (65%)

Physical Coupling Pillars

Power & Grid Substrate (E): 82/100. Lingang AIDC benefits from Shanghai's high-reliability urban grid infrastructure with dedicated dual 220kV substation connections.
Thermal Dissipation & CDU Limits (T): 80/100. Engineered for PUE < 1.25 in humid coastal East China, utilizing variable-frequency magnetic levitation chillers and intelligent airflow management.
Cluster Topology & Optical Fabric (N): 84/100. Lingang facility was custom-engineered from the ground up for AI training, featuring high floor-loading capacity (16 kN/m²) and short optical fiber runs.
Silicon & Advanced Packaging (O): 66/100. Heavily impacted by trade sanctions; compensates by aggressively integrating domestic chips and optimizing software compilation for mixed silicon.

Attributable Public Evidence Ledger

Every claim evaluated by CAF Watcher is grounded in public regulatory filings, utility interconnection disclosures, environmental permitting reports, or peer-reviewed engineering papers.