From Reactive Reliability to Dynamic Intelligence: How AI Is Building the Grid We Actually Need
AI is transforming the grid from reactive reliability to dynamic intelligence. As demand surges from data centers and electrification, utilities are deploying AI-driven DERMS, VPPs, and predictive systems to create flexible, resilient power networks built for the AI age.
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
