Why Utilities Need an AI Governance Architecture
How NIST, ISO, OWASP, Microsoft, Google, and OECD fit together, and what the electric industry must build for itself
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
