Fine-Tuning AI for the Grid: How Industry-Specific LLMs Are Transforming Utilities
Utilities are adopting fine-tuned AI models trained on sector-specific data to avoid costly misinterpretations, integrate securely with grid systems, and deliver gains in reliability, efficiency, and decision-making that general-purpose LLMs cannot match.
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
