The Utility-AI Playbook: A Practitioner’s View from the Grid Edge
AI in utilities isn’t about replacing people—it’s about process, trust, and governance. The Utility-AI Playbook outlines seven steps to make intelligence utility-grade: start small, structure data, fine-tune, phase in, measure, govern, and evolve. Reliability remains human-led.
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
