Kurt Stowers’ Post

Data centers want more power from the electric grid, but utilities have the right to be concerned about overestimating the demand from data centers and overbuilding. #utilitiesindustry #utilities #rightofway #artificialintelligence #AI #ChatGPT #energy

Buzz Solutions' Growth Trajectory Signals Accelerated AI Adoption in Power Utilities In a landscape where the resilience of power grids faces increasing scrutiny, Buzz Solutions emerges as a pivotal player offering AI-driven solutions for infrastructure inspections and security. As power utilities globally grapple with challenges like aging grids, environmental pressures, and security threats, the demand for efficient, accurate, and scalable solutions has surged. https://is.gd/m3sFna #AI #artificialintelligence #BuzzSolutions #energy #llm #machinelearning #Utilities

This is where getting exposure outside of the major indexes can add alpha to a portfolio. The ETF ticker: SPY which is the State Street S&P500 index has less than 2.50% allocated to Utilities while over 36% is allocated to Technology. Other areas for energy are Oil & Gas and Materials which are <4% and <2% respectively.

Hot off the press! Stream was recently featured in the Wall Street Journal alongside our partner Schneider Electric, highlighting the crucial combination of power management, efficiency, and zero downtime in the age of AI. Powering the future of innovation isn't just a goal; it's our daily mission. Here's to keeping the data flowing and the world connected. https://lnkd.in/gmCrQkae

🤖 AI, the new power player in energy     Fresh insights from our latest #EPOStudy with the International Energy Agency (IEA) reveal that patenting for AI-driven grid technologies has surged 6x since 2018! From detecting faults to forecasting demand, AI is making power grids smarter, more reliable, and more efficient.     🔍 Dive into the trends: epo.org/trends-grids     #SmartGrids #EnergyTransition #CleanEnergy

In this article, the authors present a comprehensive overview for the requirements of #Quality #of #Experience (#QoE) and #Energy #Efficiency (#EE), throughout 4G, 5G, and beyond 5G. The authors summarize the mutual and conflicted perspectives of achieving high QoE and EE, considering the standardizations of the selected scenarios: industrial-based vehicular network and smart transportation. They also provide an insight into the potential challenges and opportunities, for future #Artificial #Intelligence (#AI)-based 6G vehicular networks, regarding QoE and EE. ---- Hao Ran Chi, Ayman Radwan, Chunjiong Zhang, Abd-Elhamid Taha More details can be found at this link: https://lnkd.in/eUbwKub7

I want to say one word to you. Just one word: Batteries. We've come a long way from the 1967 movie, "The Graduate" when the magic word was plastics. The flavor-of-the-moment boom in everything AI has put the emphasis on power as demand for data centers takes center stage. From batteries to generators, there's no such thing as downtime. Since we're in the way back machine, let's travel even further back to the California Gold Rush. The current AI boom resembles that same gold rush, with a surge of companies hoping to strike it rich. However, just like prospectors named Biscuit panning for gold, most will find limited success. Many who made money back in 1848 were those who sold shovels, pickaxes and Levi's jeans to the over-exuberant. Outside of the Big Tech players, the only ones with a good chance to make it rich or at least survive to the next big thing are the companies that build data centers, develop battery technology, manufacture chips, and provide services to the AI crowd. That last category is where many think they play, but even then, selling subscriptions at $20/month is a hard living. Right now, data centers are in demand and expected to continue for the foreseeable future as well as battery and generator makers. AI relies on energy to run their newfangled computing calculations, and without power, we're left with a highfalutin Erector set. Am I being overly dramatic? Well, yes and no. The International Energy Agency predicts global electricity demand from data centers, AI, and cryptocurrencies may more than double over the next three years. That doesn't even include the impact of electric vehicles, which will become more mainstream over the next decade. With more than 6,200 data centers in 135 countries and over 2,300 in the U.S. alone, this doesn’t bode well for the global energy grid. AI companies are certainly up and running, training their models on the latest that the internet and content creators have to offer. And we're swimming in chatbots with names that sound like the stardates from Star Trek. We even have specialized, energy-efficient GPUs for increased computational capabilities. But to reach the true potential of AI that goes beyond writing Pollyanna sales pitches, drafting cover letters that sound like every other job applicant, or giving us hallucinogenic relationship advice, we'll need power...lots of it. Earlier this year, Mr. AI himself Sam Altman threw out what seemed like a crazy $7 trillion price tag to reshape AI. While chips received plenty of the attention, the asking price also included building out data centers and presumably, upgrading if not downright rebuilding our power grid. Hence, AI may receive all the glamour and attention, but power is well, the power behind all the glitz and hype. Power is a booming business. Without it, AI is likely MIA https://lnkd.in/gwKrJdnV #artificialintelligence #generativeai #datacenter #electricity #powergrid #semiconductors

What's big in utilities? AI for data analysis, augmented reality for accelerated and simplified workflows. https://hxgn.biz/3TUSppc Watch the full video for more from Martin Baumann, head of the technical documentation department at SWK Stadtwerke Kaiserslautern Versorgungs-AG in Germany. #renewable #power #utilities

How will AI impact our Carbon footprint? Take a look at the picture below presented on The European Conference on Optical Communication (ECOC) yesterday. This illustrates that the total electricity used in datacentres is tripling over 10 years to ~8% of global share of electricity demand. Of course this depends on how much we can innovate & optimize... #innovation

California is the second-largest consumer of energy in the U.S., and the state’s demand for reliable, low carbon power is expected to grow as new AI data centers come online. Our Carbon TerraVault business could enable up to 2.1 GWs of new, low-carbon power capacity to help meet the state’s critical power needs. #CRC #CarbonTerraVault #CTV #NetPower #CaliforniaEnergyFuture #AI #AIEnergy