The Algorithm and the Turbine: How AI Re-Engineers Wind Power Performance
AI-driven platforms have transformed wind farms into intelligent systems that predict turbine failures, optimize performance, and strategically bid energy, boosting reliability and reducing costs across operations and markets.
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