AI in Solar Forecasting and Reliability
AI is transforming solar energy from a variable resource into a smart, predictive system—enhancing forecasting accuracy, reducing downtime, and enabling more reliable, cost-efficient grid integration worldwide.
China’s Tungsten Controls Expose a Semiconductor Chokepoint
WF6, a critical semiconductor gas, remains available despite reports of Japanese production exits. Yet China-linked tungsten feedstock controls, price spikes, concentrated supply, and 18–24-month qualification cycles expose a deeper bottleneck AI-driven chip demand cannot quickly solve.
Morgan Bazilian
