From Automation to Control: Architecting the Software-Defined Grid
The grid is shifting from hardware-based control to software-defined systems. AI, electrification, and distributed energy are driving this change, introducing new risks and requiring integrated, adaptive control across sensing, communication, and computation layers.
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
