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May 19
1h 2m

The grid's immune system is retiring: Sy...

Wood Mackenzie
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The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it
The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds of megawatts in seconds as GPUs checkpoint and restart a profile that looks like ... Show More
43m 46s
May 5
Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem
Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent environmental rules, notoriously hard to do in one asset. As renewables grow, the gas turbines and engines that have historically filled the gap ... Show More
39m 43s
Apr 21
The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?
Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the green premium entirely. The electrolyzer industry has had a brutal few years and most of the companies that raised hundreds of millions on th ... Show More
1 h
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