The Utility-AI Value Framework
The Utility AI Value Framework helps utilities prioritize AI and GenAI by scoring reliability, renewables, cost, customer, compliance, and innovation. With 25 key use cases, it shows how priorities differ by utility type and context, while stressing data quality, workforce, and governance.
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
