How AI is Rewiring the Brain of the Battery
AI is turning batteries from static energy tanks into smart, real-time decision-makers—maximizing market profits, managing degradation, and stacking value across services.
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
