Podcasts about gigawatts

The crew discusses the UK removing tariffs on offshore wind equipment, Vineyard Wind’s final blade shipment from New Bedford, and Ming Yang joining Germany’s offshore wind association. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts.  Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall. I’m here with Matthew Stead, Rosemary Barnes and Yolanda Padron. And the UK is really gearing up for offshore wind and they’re making some really smart moves and. One of them is, uh, the change in tariffs. So the British offshore wind manufacturers have been fighting really an uphill battle for a long time and for years. The companies that build turbines and components in the UK have faced import tariffs on the materials needed most, which tends to be steels like steel. Uh, cables, specialized parts from overseas all carried a tariff with it. Well, now the federal government has acted to [00:01:00] remove those tariffs on offshore wind equipment. The move is expected to save UK manufacturers tens of millions of pounds every year. And for an industry trying to cut costs and scale up that kind of relief could make the difference between winning. Losing contracts, and I’m surprised the UK has waited this long and I think other countries have the same problem. Obviously the US is taring the heck out of everything at the minute, but uh, a lot of European countries do put tariffs on the raw materials and the components that are used to make wind turbines. That’s not a smart long term move if you’re trying to deploy. Gigawatts of offshore wind.  Matthew Stead: Well, I, I think, uh, the recent events in the world show that energy security and not importing energy is a wonderful thing. And so this completely aligns with that, um, that objective. So I think that’s why we all agree with you, Alan. Allen Hall: Well do, is there a, a. A threshold here where other countries start to do it [00:02:00] and for whatever reason there’s, there’s tends to be tariffs on energy in all forms of it. Right. And there and on steel in particular, that seems to be a big area of concern. Are we gonna start to see some of those come down just to lower the cost of wind turbines and to deploy the middle of the water? ’cause there is a lot of steel in an offshore wind turbine.  Matthew Stead: It’s been like China. I mean China has, you know, a lot of clean energy, low cost energy and it is to their advantage. So I, I think it’s a entirely logical approach and I would’ve thought it’s, if you’re a good on policy, you would definitely be looking at this. Allen Hall: Is this has been a concern of the UK steel industry, which has been diminishing over the years? Uh, so it’s always been a pain point with the uk. They’ve been trying to stand up their own steel industry and forever they had a big steel industry In the uk you think of all the. The steel that was built from late 18 hundreds all the way up to the 1980s and nineties. Uh, but it does sound like you, you gotta pick and choose your battles here. And maybe the UK has [00:03:00] finally said, okay, the, the steel battle is a separate issue within offshore wind, and maybe we gotta do something different.  Matthew Stead: I mean, I think Australia did the same thing ages ago. I mean, we had a car, car industry and you know, we just didn’t have the scale. So, you know, Australia’s picking its battles and um, yeah, I mean, you can’t be good at everything, so you know why not. Uh, get the, the lower cost energy and um, deal with it that way.  Rosemary Barnes: Australia has actually just announced, you know how Australia’s got the policy to support clean energy technology manufacturing in Australia. And they started with, um, solar panels and then they’ve also got something related to battery cells. Well, they just announced wind turbine tower manufacturing, um, which is very simple. The reason why Australia doesn’t have, um, wind turbine tower manufacturing anymore. Is just because we can’t compete on price with Asia, um, in general and China specifically. It’s interesting now to be like, okay, let’s support Australian [00:04:00]manufacturing of wind turbine towers when like there’s no technological barrier. It’s pure cost, cost issues. I would really love to see the Australian government supporting some of the new manufacturing methods and you know, like we’ve seen that Fortescue has invested in. Um, in Ena Lift, the Spanish, Spanish company, um, ESCU has, has bought their tower manufacturing. Um, it’s, it’s like modular, advanced thing that’s gonna work well for remote areas. Otherwise it’s just like, pay a bunch of money so that we can make towers more expensively, but we can sell them at a competitive rate with the Chinese. And I don’t know, to me that’s not very strategic. I always prefer we support the next, the next thing.  Allen Hall: Whatever happened to spiral welding and making towers on site. I think that died about a year or two ago because they were trying it here in the United States and about building ’em at the wind farm. But it sounded like just setting it up to [00:05:00] build the spiral mechanism, the, the cold, uh, forming plus all the welding on top of it. It got to be so expensive to install on site that it was just easier to, to build a central location, which I think they were going for. I’m not even sure that in today’s world, because of the advanced technology in the existing way of manufacturing is so good and inexpensive that it makes any sense to try anything else. It just seems like it’s, there’s just stamping out parts right now.  Rosemary Barnes: Oh, no. I mean, we definitely need new, new methods because we’re really constrained on how tall towers can get if you just wanna make a steel cylinder and ship it out in, you know, whole pieces, like whole cross sections and. Um, put them together vertically. That’s you. You know, like we’ve, we’ve gotten about as tall as we’re gonna get for that because if you want to go any taller, you’re gonna have to start massively increasing the thickness of the tower to make it stiffen up. And that just means way more steel to keep material costs reasonable. You need to increase the diameter, um, beyond [00:06:00] what you can transport on the road. Um, but I think that it’s like the, the, the problem is definitely real and well established, but it’s like with many other. Problems. You know when you start thinking, okay, we’ve got a solution to this problem at that time, there aren’t other solutions, so you’re sure that you know you’re gonna win. And so spiral welding was one of the early ones. Oh, we can fix this problem, but. While they’re developing that and trying to get the capabilities where it needs to be, the cost down, you’ve got a dozen other competing ways that you could solve that problem. And they include like, um, some manufacturers, I think Vestus is one. They’re cutting longitudinally. And so instead of, um, shipping out towers in a single cross section, it’ll be like four. And then they’re bolted together on site. Um, and then Concrete Towers is another one. The Naber Lift, um, thing that I mentioned.  Matthew Stead: Wooden towers.  Rosemary Barnes: Yeah, wooden Wooden towers is, uh, another one I’ve covered, uh, [00:07:00] on my YouTube channel. Matthew Stead: They really should make them out of carbon fiber, shouldn’t they?  Rosemary Barnes: Well, I have, it’s not, it’s You’re saying that as a, as a crazy thing. It’s not, it’s not such a crazy thing. And I have, I have, I have looked into it. You wouldn’t do it outta carbon fiber. You’d do it outta glass. Um, there’s a lot of. There’s a lot of benefits to it, and I actually do believe that we might eventually see like 3D printed glass, um, towers. Allen Hall: No.  Rosemary Barnes: Now we’re just getting into our standard. I, I believe the future might look different to the, to the present day, and Alan never thinks that anything’s ever gonna change.  Matthew Stead: I would’ve. 3D uh, printed concrete towers would have some logic.  Rosemary Barnes: There’s been pilots of 3D printed concrete, concrete towers. I’m, I’m pretty sure GE had a, um, a project on that and there might have been somebody else that did, took it a bit further. It’s all possible. It’s also like concrete towers are, are good, but it is local. Like it depends on having the right materials around locally. ’cause you don’t want to have to transport Hess of. Concrete and water to site. Um, [00:08:00] so yeah, anyway, the point is that like, just because you’ve identified a real problem and you’ve got a solution to it, if you are gonna take five or 10 years to develop your technology and get it to the right price point, you are not gonna be the only, the only solution anymore. So people often like massively overestimate how valuable their idea is. Um, and by the time that it’s ready, it’s not the best solution anymore. So I think like the lesson from that is to just. You need to just move really, really fast and keep your peripheral vision available to see what other technologies are developing in tandem and know when, when to pull the pin. If you are no longer, you no longer have a path to be the best solution, then. Stop. Even if you’ve got 90% of a solution, don’t bother with the last 10%. If you’re never gonna sell it, you know it’s a waste go. Um, let, let all your smart people work on something else. Allen Hall: Delamination and bottom line, failures and blades are [00:09:00]difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep to blade materials to find voids and cracks. Traditional inspections, completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades. Back in service, so visit cic ndt.com because catching blade problems early will save you millions. Can we pull the pin? On digital twins. I came across another company that was pushing digital twins in the wind turbine space. And I thought, I thought we got rid of that a year ago. Can we stop doing that?  Rosemary Barnes: I, um, in general, like I think a lot of times you see digital twins and I can’t see the point, but there are some applications where you [00:10:00] definitely can,  Matthew Stead: uh, I can add on the digital twin, so the IEC 61 400 dash 32, the new blade o and m standard has in the, in its current draft, it has a section on digital twins. Um, and um, at the last meeting there was a debate as to whether that should be taken out because actually, um, AI, ml, um, all these, um, approaches will just overrun the concept of the traditional digital twin. So, um, I was voting for it to be removed, um, but. Other people didn’t. And so it’s still in the current draft. Yolanda Padron: I am a little bit tired around digital twins at the idea of, like, I’ve seen the title slapped around a lot of things that just aren’t digital twins. And I think that gets even more confusing to a lot of people who are just new to the space or new to the idea that then they, they, they hear digital twin, they have like an idea about it or like, oh, it’s really great, and then they pursue something that just [00:11:00] really isn’t, it’s just a. A monitoring system that they wanted to name something else.  Allen Hall: Yes, that’s it.  Rosemary Barnes: I’ve seen it used well in manufacturing, which is not usually what people are selling it as, but you know, if you have a new composite part, for example, and like a wind turbine blade is a really good example, you design it. And then you can only test it to a certain extent. Um, and you never know exactly what you’ve made, right? And so it’s really hard to kind of relate, like to validate your design tools when not every blade is the same. You know, it’s aiming to be the same. The design is the same every time, but you’re gonna get different results every time you test it. But with some advanced, uh, manufacturing, like my favorite thing to argue with Alan about 3D printing, um, fiber reinforced composites. You can really precisely know exactly what your part looks like all through the structure. You know where every void is. Um, you know where every fiber is and then so you know that exact part. Then you can test that exact part, and you do that with, you know, a dozen of them and you can really [00:12:00] build up a model of what kinds of defects are really, um, you know, doing what to the performance output. And then that can help you to get your quality, um, acceptance to really, like you, you can do the things that matter instead of guessing, oh, okay, yeah, we know that we want this much. Bond line, you can actually know, okay, well like where does that matter? Where doesn’t it? What’s the actual threshold? However, it’s very expensive to do that, and I don’t know that it would make sense for wind turbine blades economically, maybe. Maybe it will one day. I mean, if we can get the quality data that we need, there are big pro quality problems that need to be solved with blades so. I think it’s something to not totally rule out anyway. Matthew Stead: That’s quality control. That’s not a digital twin.  Rosemary Barnes: No, but it is. You have the di you have the make up a digital twin of the, of the part that you’ve made, and then you test it and then you can, um, digitally test the [00:13:00] part that you, the model that you have. So it is a digital twin. Um, it’s just used in a very different way to what digital twins are usually sold as. It’s not at the right level yet for a hundred meter long. Composite wind turbine blade. Um, and also because you would need to destructively test, you know, a, a whole bunch of blades which no one can afford to, to do that.  Yolanda Padron: What if we were to take all the money from like FSAs and stuff that they have to spend, like the OEMs actually have to spend from all of the manufacturing defects from, oh, I tweaked this on this blade type in this. Factory and set it to print and then I tweaked it over here and then I set it to print for like hundreds and hundreds of blades. Um, you know, all of that money spent accumulates too, if we really wanna look at the business case. But eventually, I think maybe it’d be great if it were to work out. I am also.[00:14:00] Hoping  Rosemary Barnes: I, I think it would be a really interesting project to work, and I bet I could. I, I bet that, you know, a good project manager could get, get a positive business case out of it. At the end. One of the problems is that like service, the service department bucket of money is not at all related to the manufacturing bucket of money. Um, so, or the, yeah, the engineering back of the money that, that, that would be a really big problem and make it harder to find a positive business case. But I still think that it’s, um. Yeah, it, there’s a lot of potential there. It would be really interesting project to work on.  Matthew Stead: In terms of the operational phase, I, I think, um, like I said before, the A IML tools. A way more powerful with anomaly detection rather than building a, a fancy digital model, which is not accurate. Um, actually you’re better off looking at the deviations and then the anomalies from what you expect. And I, and there are quite a few people that are doing that, and I, I personally think that’s a way more effective method during the operations and maintenance phase. Rosemary Barnes: But I think that that [00:15:00] would be related. It would be a way to improve what you’re doing there because you said, yeah, digital twin, that’s not. Accurate. So you would need to be accurate. That would be the project to figure out like how you can get accuracy in the right places that you need it. You wouldn’t be able to afford to have accuracy over the entire blade ’cause it’s just way too much data. And then, um, it would help you to figure out like what anoma, what anomalies do we need to look for that are the, the critical ones. I, I think that they would, they would work in partnership. Um, not as two separate things. Can I just plug, because I’m gonna go to China in April and can I just plug that if anyone has any projects, I’ll be there anyway. And um, yeah, so I am sharing the cost of the trip between a few different collaborations and there will be a chance. To, to get me out there to see some manufacturing, et cetera. Would be really excited to go visit some Chinese [00:16:00] manufacturing, some Chinese development. Got a few, few tentative irons in fires at the moment, but would love to have Chinese companies reach out to me and see if we can arrange a collaboration  Allen Hall: as wind energy professionals. Staying informed is crucial, and let’s face it difficult. That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high quality content you need. Don’t miss out. Visit PS wind.com today. It has been a turbulent chapter in offshore wind in America. No doubt about that vineyard wind. The first large scale offshore wind project in the US has faced a crazy difficult road after months of uncertainty, partial construction, and a federally ordered pause. The [00:17:00] project has reached a telling milestone the first. And final shipment of the last blade has departed the port of New Bedford, Massachusetts. And, uh, the blades were just sitting on port for a little while. Uh, Keyside. So this is the last blades or set of blades that’s going out to a turbine. This should sort of wrap it up. I, although I do think there are a couple of blades that may still need some modification updates, something of the sort. But in terms of getting termites out in the water. This should be it. And remember a few months ago, GE and uh, a number of others, vineyard was saying that they’re trying to be done in March. So they’re going to come really close to doing that. And that I know they’re trying to get power all turned on for the site. Because once that happens, it’s really hard for the, uh, the federal government to put any stops on them. I, I guess the question is now, is there any future for offshore wind for [00:18:00]ge now that this is complete and, and it’s kind of off the books, which is what they’ve been trying to do for the last roughly two years, is get it off the books. Matthew Stead: Um, as a positive, I mean. You know, every industry goes through challenges and improve. So I mean, despite all the turmoil, you know, there has to be some good come from it, even though it is been a painful, horrible process. You know, surely there’s some good come from it in terms of improved quality in the future, improved processes, so,  Allen Hall: well, I, I guess that’s the question is are they taking some of these lessons learned and applying them, or are they taking the lessons learned and saying we’re not gonna do that again in, in terms of going down the pathway for offshore wind. Matthew Stead: Well, I think if, uh, if they don’t apply the lessons, that’s sort of, it shows a massive failure of an organization.  Allen Hall: Yeah. It may, I guess it’s a question if it’s a technical failure or a financial failure. Maybe it’s both at the minute until they get everything up and running. But I think the financial side has been. Driving a number of the, of the decisions because the [00:19:00] technical side hasn’t gone all that well.  Matthew Stead: Uh, I think, uh, I think the financial side is an art, which I don’t understand.  Allen Hall: Yeah. Yeah. There’s a lot of moving pieces in financing offshore wind. Now, Vestas has won a, a couple of big. Uh, orders from RWB offshore and Vestus has obviously been in, in some offshore, not at the scale as originally as some of the other OEMs. It does look like the future is bright for Vestus offshore. Is that just gonna continue on that? Vestus is going to invest heavily in offshore and basically dominate that market. Or compete against a a Chinese manufacturer. It doesn’t seem like Siemens is gonna win a lot of offshore contracts off. At least today it doesn’t. You don’t see a lot of noise about that. You see mostly Vestas winning these gigawatt orders. It almost seems inevitable they’re gonna win most of them.  Matthew Stead: Um, I don’t, being long way, way away from where these projects are being made, uh, installed. Um, I don’t have the same sort of insights. [00:20:00] Um, but, um, I mean, obviously yeah, vest, MHI, the previous, um, you know, joint venture with MHI, which especially heavy industries. Um, obviously they’ve come from a, a long pedigree of, um, working offshore, so yeah, I mean, why not? And, um, it seems to be a more of a gradual ramp up, um, and a more orderly, systematic ramp up for offshore. So, yeah. Why, why wouldn’t that work?  Allen Hall: Well, we should hop on the. China discussion because, uh, China’s when turbine makers obviously been trying to build turbines in, in Europe at scale for quite a while now. Uh, and Ying Yang is talking about focusing their efforts on. Germany and they have joined the German Offshore Wind Association BWO. And this is not just a membership cards, uh, that they have subscribed to. It is really like, in a lot of people’s opinion, a strategic signal that Ming Yang intends to compete in the European off.[00:21:00] Market, maybe starting with Germany. Ming Yang was trying to get into Scotland originally, and they were talking about a billion and a half pounds being poured into Scotland to develop factories for offshore wind. Maybe that has come, uh, time has passed and Ming Yang is moving on to Germany. That’s what it reads like to me. Or, or they’re gonna hedge their bets and, and look at both places to see if they can get a foot. Print established in either country.  Matthew Stead: I mean, reputation matters. So you really need to build up a, a footprint. And why would you apply a scatter gun approach? So, I mean, you know, just targeting, you know, one region or, um, you know, makes complete sense to me. So, you know, get, get, get some turbines in the water, get them up and running, get them, get the reliability and the, the reputation, and then, and then go from there. I mean, made complete business sense.  Allen Hall: Well, does that mean that, uh, a mean yang is going to have to lose a little bit of money early on to get some turbines in the water just to demonstrate that they [00:22:00] can do it at scale in Europe? Matthew Stead: I might defer to Rosie, but I would’ve thought they don’t need to, you know, cut costs. I think they’re already cost effective. So you would’ve thought they would just go in, um, with their, their normal product offering and still be successful. Uh, but maybe I’m, I’m on the wrong mark there.  Rosemary Barnes: My understanding is, and I, I don’t know heaps. But my understanding is with Chinese when turbines, that there’s a separate version for the Chinese market, and then if they wanna sell it internationally, then they need to make a new version of it that will pass the IEC, um, standards and the kinds of, you know, certification testing that everybody in those markets is used to. So you’re not always getting, or I don’t think you, I think you’re usually not getting the exact same product. So just because the product exists in China doesn’t mean that it is. Um, without risk in new markets.  Allen Hall: Well, I’m, I’m just curious if ING Yang will have to do a complete IEC certification process because they haven’t done it yet. Uh, is that what you’re saying?  Rosemary Barnes: They do [00:23:00] a, actually a redesign so that they can pass the, um. Certification and then they, yes, they do the whole certification process. However, Mingan hasn’t sold no turbines outside of China. So they have, or it’s not like this is a brand new thing for them that they’ll have to have to, you know, figure out as they go. Um, they’ve, they’ve, you know, I, I, if they haven’t done it for these specific turbines that they’re planning to manufacture in that factory, they’ve at least done it for others and know the process. Um, yeah, and I think we all know it’s not that hard to pass a certification test, so it’s not like a huge obstacle for them. But it will add, it will add cost to the, um, to the process and to the product. Probab probably, you know, there are some design changes that will be needed that will increase the cost of the product. So I don’t think that we’re gonna see, um, you know, Chinese turbines from any, any manufacturer outside of China that are as cheap as the prices that you see within China. Matthew Stead: To be fair though, um, there is a strong, um, Chinese involvement in the IAC committees. So, um, [00:24:00] definitely the, the standards are being used. So, you know, the standards are being used in China, and so I, I don’t think it’s a huge stretch from, you know, the, the domestic product versus the international product. Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn. Don’t forget to subscribe. So if you never miss an episode, and if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover this show for Rosa, Yolanda, and Matthew. I’m Alan Hall, and we’ll see you here next time on the Uptime Wind Energy Podcast.

Peter Giddings of the Offshore Wind Growth Partnership joins to discuss the UK’s industrial growth plan for offshore wind, the five priority supply chain areas being targeted, and how OWGP helps businesses scale from small suppliers into globally competitive manufacturers. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining Light on Wind. Energy’s brightest innovators. This is the Progress Powering Tomorrow. Allen Hall: Peter, welcome to the program.  Peter Giddings: Thanks for having me out.  Allen Hall: The UK right now is just a global leader in offshore wind, which I think a, a lot of us in the United States don’t even realize that, but the UK is a. Giant leader in offshore wind. Uh, but we keep hearing about the supply chain constraints that are threatening some of the timelines here. What are some of the fundamental problems that the UK offshore wind supply chain has today?  Peter Giddings: We are in a great situation for supply chain, but the 2000 companies, some of them with 25 years experience. At the scale where we can deliver the four gigawatts a year for the next five years that we need to hit our 2030 deployment targets and to keep that deployment rolling. So we are [00:01:00] brilliant at the UK of planning, developing and deploying wind farms. We have a really strong maintenance base. We do some great supply chain work, and IWGP Offshore Wind Growth Partnership has helped those businesses grow, but we don’t have as much capacity as we would like. For the major items. So we have a great set of facilities making blades. We have good facilities, uh, great facilities in JDR making cables, but we don’t capture as much of the manufacturing value of our deployment as we would like. That means we create fewer jobs, we create less economic benefit, and those developers are exposed to more supply chain risk. Specifically, we want to build globally competitive supply chain capacity. We, we we’re, we’re not a charity. We are building businesses that can win contracts. They are attractive to the procurement teams and they’re sustainable, they grow, right? Competitive capacity is what we’re after. Um, and that’s, that’s really what [00:02:00] we’re after. Allen Hall: And if the UK doesn’t really address these problems now, what does that look like for the supply chain? Because you’re talking about moving from roughly 16. Gigawatts in the water to approximately 50 gigawatts, 45, 50 gigawatts by 2030 and beyond. So that’s, you know, it’s roughly a tripling of the amount of capacity in the water supply chain becomes then really critical to that and in order to feed that. But what happens here, if the supply chain has not grown locally,  Peter Giddings: it’s a missed opportunity. I mean, the businesses that are here today would be an incremental growth. And that’s not bad. That’s an okay outcome. But if your deployment is a huge opportunity and you get an okay outcome, that’s not acceptable. That’s not a way to run an industry, right? We have this massive opportunity in front of us. There’s a huge amount that we could do that the UK is great at that the opportunity is to stretch [00:03:00] and help communities all around the coast have. Hundreds, thousands of jobs that are there. They’re stable, they’re good quality, and they are prosperous. It’s a real community initiative. Those towns, which are probably seeing a decline in oil and gas revenue or are strapped to tourism or kind of don’t have an industry, those towns, those people as humans are gonna have a much better future. There’s a, actually a really nice exemplar, um, it’s not. The biggest component, but Cable protection Systems is something that the UK is already globally renowned for. If you open up a tender pack, if you’re allowed to in other markets kind of anywhere, and you look to the CPS package, you would more than likely see a couple of, if not all four of CRP techmark, sub C and Balmoral, right? They, they serve the UK market real well, but they are globally renowned. [00:04:00]That’s, that’s one example. We are looking to do that for the priority sections of the industrial growth plan. You know, we’re going to pick and are picking the areas of the supply chain where we think the UK can be genuinely competitive and we have something to offer. A developer is not gonna choose a substandard product that’s a bit more expensive, but we can build up supply chains that offer fantastic products. Cable protection systems, and we can capture big market share there. Develop a product that can be exported, or if it’s a bit too far to ship, develop a business which can open up a new base. You know, so we, we get that, um, combination of local demand being served. And when I say local, I mean like the North Sea in Baltic and that global opportunity. So it’s, but it’s not gonna be everything. You know, people might. I might get a little bit heat for this, but [00:05:00] if you spread the jam too thin, it doesn’t taste very good. You haven’t committed to win a few things rather than come second and third everywhere. We have to choose what we win at.  Allen Hall: Let’s get into the industrial growth plan, ’cause I wanna understand that a little bit better and how OWGP. Fits in that as the delivery body. Right? So you have this industrial growth plan, OWGP is, is sort of administering it and, and taking action on it. How does this system work and, and why is it different than other attempts at supply chain development?  Peter Giddings: Uh, a couple of years ago, 2023, um, most of the major institutional stakeholders came together and said, oh, that we see this big opportunity coming. We want to make sure that the UK benefits from having all that deployment. So if you’ve got a bunch of demand and you [00:06:00] don’t have much supply, you don’t have as much supply as you want, that’s an obvious gap to fill. And the Crown of State, the Crown of State Scotland, the departments from government, the Offshore Wind Industry Council, a consortium of developers in the uk, uh, came together. Um. And funded a piece of work that allowed, um, a team to bring in lots of industry input. Look at what the big opportunities were in the market. So where is there substantial value? Where is there substantial demand? And match that up to where does the UK have capability and where could we grow a competitive advantage? So. What prizes are worth winning? What prizes can we win? And we’ve matched those up and there’s kind of five priority areas that we’ve selected. Um, it’s kind of the first things we’re gonna go after. Um, [00:07:00] they’re, they’re quite broad, those five. It’s advanced turbine technologies, deep water foundations, cable and electrical systems, uh, smart environmental services, and, uh, smart operations and maintenance. If you kind of open those boxes up, there are some very specific supply chains that are prioritized. So I’ll take the one that, uh, is the first one that we’re looking at. Advanced turbine technology. Uh, we talked just before we started recording, um, that the UK has real strength in blades. Blades is a big opportunity. We have a really well established composite industry. We have a great facility up in Hull. We have an r and d base and an onshore, um, factory on the isle of White with Vestas. And I think the thing we don’t really say is we have chief engineer for blades of Vestas in the UK structures lead. The r and d team is 140 strong down on the island [00:08:00] and we have a really productive facility in Hull. Um. That is putting product out, has been making, um, recyclable blades, is making the one 15. We have depth, so it’s a good opportunity. We have strength, we have a massive innovation ecosystem, so that’s a really obvious win. And we’ve been through the rest of the supply chain taking cables, good capacity, excellent experience from oil and gas, and so that’s a priority area. Okay. Going through those supply chains, finding big opportunities that the UK has, the ability to win contracts in, and then mapping out what do you need to do to make that capacity happen? How much capacity, at what cost, with what performance? And that’s, that’s kind of the OWGP role is owning that plan, bringing input from industry, [00:09:00] bringing input from experts. Turning the ambition of we want to have the ability to supply 50% of UK demand and export into a tangible plan of, cool, these businesses need this investment by this time to stand up a facility so they’re ready. It’s not just a blade factory. Right. That’s, um, that’s important. It’s the 20 businesses that sell product, that sell services into that. We talk about pyramids, right? You’ve got one facility at the top and a big wide base with lots of people who are employed in that big wide base. And I think, you know, it’s natural. Everybody looks to the top of the mountain. We’re looking to build the whole thing, and that’s a really powerful reason for industries to stay for the long term. So I think tracking back to your [00:10:00] question. What’s our role? We own that plan. We bring together the expertise and convert it into a set of measurable steps really. And that kind of second part is coordinate. Everybody needs to be playing the same game, aiming at the same targets. And that’s a really important part. Allen Hall: Well, I think for a lot of people outside the UK, it’s hard to envision the amount of industry that exists. In the UK you’re about 70 million people, so you’re roughly maybe a quarter of the population size of the United States roughly. But you’re, you, you have internal industries there and other areas that have that supply chain growth. So you’ve watched it in aerospace, which is one I’m familiar with, but in other industries, you, automobiles and a number of other areas, uh, you have that supply chain. So you know how to, the UK knows how to do that, but, but that hasn’t really necessarily happened in offshore wind, which I think is where the [00:11:00] opportunity is because I think watching. Being around this industry for as long as I have. One of the key elements is that, uh, the, the smaller businesses are sort of tier twos or tier threes that make the tier ones possible are kind of forgotten about. But the UK historically has looked at tier two and tier three as being the fundamentals to a successful product delivery and, and a, a global marketplace. Is, is that where the initial focus is? Because just listening to. And going to your website, uh, which I encourage everybody to do, you see where there’s smart decisions being made to create that base and what does that look like? And when you’re trying to attack that base on offshore wind, obviously cables and turbine technology, anything to do basically with being in the water, which the UK is great at. Do you see that being a relatively quick exercise because the UK has done it before in other industries? Or [00:12:00] is this problem just a little bit different because of the scale of it?  Peter Giddings: It’s really similar to, uh, the way supply chain’s been supported in aerospace, for example. Um, the Airbus has a deep supply chain in the UK and has a very strong voice into government. Their supply chain is supported. They’ve built that base. Um, and so from the outcome, that’s gonna be pretty similar? I think so. We, we have a template. I’ve worked in aerospace, many colleagues, um, that we’re, we’re calling on have, um, I guess the difference is, uh, maturity of industry. So the developers are very mature businesses. They’re global. They have been big for time. They know how to do supply chain development from oil and gas, where you build enormous unicorns. Exactly. Once, [00:13:00] then move on. You know, an oil and gas project is, is a one time deal. It’s tremendous, but you don’t have to make a hundred of them and it’s slightly different. So you end up with a, a single point, and if you are. Experience and your, um, relationship with government sits with developers that can create some really, um, it, it takes time to build up your supply chain so that they have the same experience of running, um, large development programs. They have the stability as businesses to kind of build through. It’s really important to remember that turbine OEMs and the tier ones haven’t had 30 years of stable business modeling wind. Because 30 years ago, wind wasn’t really a big industry, right? They have had plenty of success scaling their business, and we’re just entering the phase now where you can, um, pretty credibly say that wind is [00:14:00] a global business with a long-term future. And it needs to find the right way for those OEMs, those big tier one manufacturing businesses to support their business in the long term. That is, I would say quite new. Um, hopefully I don’t get pilled for saying that, but Airbus, spin Airbus for 2, 3, 4 generations. Right. So they know their game. Same with roles, same with, you know, Nissan and Toyota. It’s, it’s gonna take a little minute for the manufacturing part of the wind industry to settle and learn what works. We think OWGP and our partners, GB Energy, crown State, we think. We have a good starter for 10. You know, it’s modeled off what we’ve done in other industries. It provides stability, provides capital and a plan. I think that’s a really good mix. Um, [00:15:00] and I think it’ll just take a bit of time to mature those relationships and get everybody comfortable. Um, the developers have been really supportive. The OWGP money comes from. A developer contribution. So they are playing their part. Absolutely they are. We need to find the right way for manufacturing businesses to scale and then start pumping in innovations into that capacity so it stays competitive. You know, it’s a build capacity that’s competitive today. Feed it with innovation so it stays competitive and gets better and better and better.  Allen Hall: How far off the technology chain do you want them to be before you consider them to be part of the supply chain  Peter Giddings: today? Uh, 21st of January, 2026. There is good money for people that are within about a year of getting their technology to market. So that’s the, the approximate. Um, you’ll notice I dodge TRLI don’t think it’s super helpful. Um, time to market is, uh, is, is [00:16:00] really a good indicator. Yeah. Alan’s, give me the thumbs up of someone that’s done a TRL assessment or two. Um, we, we are looking for businesses that are commercially. Viable. They have relationships with customers. Um, they’re trading the earliest currently, and it’s currently, um, is like a year, maybe two years to market at the outside and up, um, we’re working with. And so that’s not just OWGP, that’s across the funding streams that are available. Um, and there are many we are working with and hopeful in the next week or two to have, um. A positive result from the UK government on earlier stage innovation funding so that we can align the early stage innovation at the problems that really count for making businesses competitive. You know, to be super clear, that’s not gonna be OWGP Cash. Our hope is that it’s OWGP derived questions [00:17:00] delivered by the innovation institute’s offshore renewable energy catapult, the high value manufacturing catapults. Academia, innovative businesses. Those guys do the innovation and we work together with them and with industry to really find the questions that count and we can focus our attention on commercializing that and scaling up the things that are commercial.  Allen Hall: Peter, walk us through how a UK supply chain company actually engages with OWGP. Uh, what does that. Uh, look like. And what are the, sort of the different options to, to engage with OWGP?  Peter Giddings: So I, I think the first thing to say is you, you don’t have to be UK today. We would love to attract businesses from overseas. Um, you can start a UK entity quite quickly. The first people, first place people tend to engage is in our, um, business, uh, support services. So we help, uh, businesses orientate themselves commercially. Understand how the contracting works, understand who [00:18:00] their, their pot potential customers are. Um, and that’s, yeah, it’s on our website. It’s Business Transformation Services, the West Program, wind Expert Services. There’s a t in there, there’s something else. Um, but that’s really the entry point for businesses that need to orientate themselves in the UK market. And we, and that. Intensity and the, the depth of the commercial support kind of ramps up through base and up to sig sharing in growth. Um, and you’ll also see us in the next year or two, um, take a, a more proactive approach to supporting businesses commercially. Um, I’m actually down with a, a fantastic business in the blade supply chain, um, composite integration in Saltash, helping them build a strategic, um, business plan. So a little more than just going, oh, this is where you get your contract. Actually helping them model what a future bigger business would look like and what they will need to do to, to reach it. You know, commercial support is growing for us. I think it could be really important, right? It’s [00:19:00] new for us, so, you know, we’ll learn. But the first point of call, go to the website, get in touch with the team, um, and often people choose that commercial support, the business transformation. We also run grant funding. Um, we have innovation calls. Um, we have a whole range of different calls going from innovation up to development into Dev X. So manufacturing, um, facility support program, they’re all grant. You can choose to pay them back. You do need to be UK entity, but you need to be quite close to market that one to two year zone with commercial traction. Um, and again, information is available. There is a team of people. Who are really great at taking those triaging, figuring out what’s right for you, what’s not, and if it’s not something from us, we do and we are delighted to pass you on to other people. You know, if you talk to us, we will make sure you find a home.[00:20:00] I think that’s really important to say.  Allen Hall: I think that’s very critical and one of the more difficult. Periods for, uh, it’s a smaller company to become bigger and be part of this massive supply chain, is that sort of 1 million pound, the 5 million pound kind of business, which has a technology which has proven itself and is delivering something or very close to delivering something. That transition is incredibly hard and getting some help there and some advice even would make the transition so much shorter and more efficient than what it typically is. That’s what OWGP does. So it’s not just the money. Obviously money helps everything generally. It’s the context, it’s the advice, it’s the knowledge that, uh, OWGP brings to the table that helps you grow your technology, your small business, into that mid-tier business and takes that mid-tier business into that gigantic world leader business. Those are the things that are, [00:21:00] are so hard to quantify, to put some, uh, some people in place. Boy, OWGP can really ramp up and has, the UK in general has done this many, many times. So I, I, I just encourage everybody who’s listening to this podcast to think about OWGP as a contact point and reach out. And Peter, how can they do that? What are the first steps to contact OWGP?  Peter Giddings: It’s always best to come in through our website. So my contact details will be in the, um, in the show notes, but you, you can look at the different programs there are contact US buttons all over it. Um, it also gives you sight of the industrial growth plan, um, and the priority areas. We are trying where we can to focus our efforts on those priority areas, and we would absolutely be delighted to hear from businesses active in the IGB priorities. Um, if you are, if you are not in one of those, you’re not excluded, come talk to us and we, we are supporting ambitious [00:22:00] businesses. We’re just focusing most of our efforts on the ones that are aligned to priority. We’re, we’re on your team. We would like to hear from you. Um, yeah, do, do start with the website. Hit one of the contact buttons you’ll come into to one of the team and we will connect you in. Um, I think that’s probably the, the best way  Allen Hall: and the website is ow gp.org.uk. Very easy to get to. You can just Google it and it’ll come right up. There’s a ton of information on that website. Peter, thank you so much for being on the podcast. I really appreciate this. Learned a lot and very excited for what the UK is about to do.  Peter Giddings: I’m looking forward to talking to you again.

New analysis from Wood Mackenzie shows that 220 gigawatts of additional power demand from data centers is in the pipeline in the US, and 183 GW of that is already backed by firm commercial commitments. That is a huge amount to add in just a few years: it's equal to about 22% of US peak demand in 2025. The big question is whether the US electricity industry going to be able to meet that additional demand. And if so, how?On the second day of ACORE's 2026 Policy Forum in Washington, host Ed Crooks talks to industry leaders and experts about the answers to those questions. First he talks to Wood Mackenzie's Anna Shpitsberg, who is global head of power and renewables research. She breaks down the numbers on electricity demand from new data centers, and discusses some of the implications for the industry.Next up is someone whose role is right at the heart of the data center boom. Arthur Haubenstock is senior counsel at Equinix, which is one of the world's largest developers, owners and operators. He talks about what data centers actually need in terms of electricity supply, and gives his perspective on some of the controversies currently raging around the industry.A key issue for him is how data center developers can benefit local communities by cutting their electricity bills and strengthening the stability of the grid. He talks about the reality behind popular ideas such as BYOP (bring your own power) and BYONCE (bring your own new clean energy). And he explains why data centers often cannot be flexible loads on the grid, the constraints on backup generation, and why power grids matter.Ray Long, President and CEO of ACORE, then joins the show to talk about his key takeaways from the event. He says the AI-driven data center boom is creating great opportunities for all kinds of energy, including renewables and other low-carbon technologies. But progress is being slowed by three critical challenges: permitting delays, trade policy uncertainty, and regulatory bottlenecks.With electricity demand surging, he says, tackling those policy barriers is essential. Governments and the power industry need to find ways to stop electricity bills soaring and the grid becoming unstable, while enabling the infrastructure buildout required for AI. Finally, Ed talks to three entrepreneurs who are leading startup companies that aim to build the energy industry of the future. Kimberly Johnston of NextGen Energy, Saxon Metzger of Polaris Ecosystems, and Ebony Seymour of Ellement Group, explain the problems in energy that they are taking on, and talk about what they need to accelerate their growth.This episode is brought to you by ACORE, the nonpartisan nonprofit organization uniquely operating at the intersection of energy affordability, reliability, and clean energy deployment. ACORE is focused on strengthening the electric grid and driving clean energy investment that delivers for the American people. ACORE's membership includes industry leaders across the clean energy economy. Nearly 80% of the booming utility-scale domestic clean energy growth was financed, developed, owned, equipped, or contracted by ACORE members.  Visit www.acore.org to learn more about ACORE's work and upcoming events, like the ACORE Finance Forum on May 12-13 in New York City. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Die aktuellen Wirtschaftsnachrichten mit Michael Weyland  Thema heute:     Solarbranche warnt vor Kahlschlag beim Solarausbau Laut einem geleakten Entwurf zur Novellierung des Erneuerbare Energie Gesetzes (EEG) plant das Bundeswirtschaftsministerium massive Einschnitte für neue Solarstromanlagen. Nach Einschätzung des Bundesverbandes Solarwirtschaft (BSW-Solar) handelt es sich um einen Frontalangriff auf die Energiewende in Deutschland. Sollte der Gesetzesentwurf in der vorliegenden Fassung umgesetzt werden, wären zehntausende Arbeitsplätze in der Solarbranche und das Erreichen der Klimaziele gleichermaßen gefährdet. Die Solarbranche appelliert an Bundeswirtschaftsministerin Katherina Reiche, von den Plänen Abstand zu nehmen, die nicht vom Koalitionsvertrag gedeckt seien. Aus dem geleakten Referentenentwurf geht hervor, dass die Förderung neuer privater Solarstromanlagen komplett gestrichen werden soll. Selbst Betreiber neuer Photovoltaik-Kleinanlagen sollen zudem ihren in das öffentliche Stromnetz eingespeisten Solarstrom künftig direkt an der Strombörse vermarkten müssen. Sollten diese Maßnahmen tatsächlich umgesetzt werden, dürfte die Errichtung neuer Solarstromanlagen auf privaten Gebäuden weitgehend zum Erliegen kommen. Laut einer Umfrage des Marktforschungsunternehmens YouGov unter 1.048 Immobilienbesitzern im Auftrag des BSW-Solar würden sich nur noch 40 Prozent der Befragten eine Dachanlage anschaffen, wenn die Förderung weitgehend oder ganz gestrichen würde.  Die Einschnitte treffen auf eine ohnehin in den vergangenen zwei Jahren stark rückläufige PV-Nachfrage im Heimsegment. Wurden 2023 noch PV-Dächer mit einer Leistung von rund acht Gigawatt neu installiert, so waren es 2025 nur noch rund fünf Gigawatt.     „Die Abschaffung der EEG-Vergütung und der Zwang zur Direktvermarktung würden die Bürger-Energiewende zum Erliegen bringen“, sagt man beim BSW-Solar. Die EEG-Einspeisevergütung sei für die Mehrzahl neuer Solaranlagenbetreiber immer noch zwingend notwendig, um eine hinreichende Rentabilität sicherzustellen. Ein Förderstopp für Solaranlagen widerspricht zudem dem Wählerwillen: Eine deutliche Mehrheit (rd. 78 %) der Bevölkerung wünscht sich, dass die Bundesregierung den Ausbau der Solarenergie beschleunigt oder auf aktuellem Niveau weiterführt. Unter Anhängern der Union sind es laut einer YouGov-Umfrage sogar rund 86 Prozent.   Diesen Beitrag können Sie nachhören oder downloaden unter:

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Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Meta's massive six-gigawatt compute deal with AMD and what it means for the AI chip landscape. We also talk with Enterprise Reporter Kevin McLaughlin about HubSpot CEO Yamini Rangan's plan to monetize customer data accessed by third-party AI agents and Sarah Sachs, AI Lead at Notion, about the launch of custom agents and usage-based pricing. We then dive into Anthropic's 50 research projects studying rogue AI agents with reporter Rocket Drew and wrap up with Bradley Tusk, CEO of Tusk Ventures, to discuss the political and regulatory challenges facing data center build-outs.Articles discussed on this episode: https://www.theinformation.com/articles/anthropic-research-memo-shows-focus-rogue-agents-scheming-modelshttps://www.theinformation.com/articles/agent-toll-gates-software-companies-ponder-respond-ai-riskshttps://www.theinformation.com/briefings/meta-strikes-six-gigawatt-compute-deal-amdSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Die US-Börsen stabilisieren sich nach dem gestrigen Sell-off, der Nasdaq wird vor allem von AMD getragen: Meta schließt einen Mehrjahresdeal über bis zu 6 Gigawatt für AMD Instinct GPUs ab – inklusive eines leistungsabhängigen Warrants über bis zu 160 Mio. Aktien. Gleichzeitig bleibt das dominante Thema KI-Angst 2.0: Um 9:30 Uhr ET startet das Anthropic „Enterprise Agent“-Event, das die Disruptionsdebatte erneut anheizen könnte. Makroseitig mahnen Goolsbee und Waller zur Vorsicht – 3% Kerninflation sei „nicht gut genug“, Cuts werden eher nach hinten geschoben. On top setzt Stripe mit 159 Mrd. USD Bewertung und 1,9 Bio. USD Zahlungsvolumen 2025 (+34%) ein starkes Fintech-Signal. Bei den Zahlen überzeugt Home Depot im Quartal, während der 2026-Ausblick eher gedämpft bleibt. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die KI-Ära ist zugleich das Revival der Atomkraft. US-Präsident Trump will die amerikanischen Atomkapazitäten bis 2050 auf 400 Gigawatt vervierfachen. Doch gut drei Jahre nach der Weltpremiere von ChatGPT bauen die USA kein einziges neues Atomkraftwerk: Die Branche kämpft stattdessen mit spröden Rohren und fehlenden Unterlagen in alten AKW - und verzettelt sich mit immer neuen Entwürfen für neue Minireaktoren. Gast: Tim Judson, Direktor der amerikanischen Anti-Atomorganisation Nuclear Information and Resource Service (NIRS) Den World Nuclear Industry Status Report (WNISR) finden Sie hier: https://www.worldnuclearreport.org/ Moderation: Christian Herrmann Sie haben Fragen? Schreiben Sie eine E-Mail an podcasts@ntv.de Sie möchten "Wieder was gelernt" unterstützen? Dann bewerten Sie den Podcast gerne bei Apple Podcasts oder Spotify. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de

Data centres have become one of the most contentious issue in US power markets. The question of who will pay for the new generation and grid upgrades needed to keep them running has been soaring up the political agenda, and attracting attention in the White House.Host Ed Crooks is joined on this episode by Brandon Oyer, Head of Americas Power & Water at Amazon Web Services (AWS), and Vince Parisi, President & COO at NIPSCO, the Northern Indiana Public Service Company, to discuss a solution.Together, they unpack their new agreement to develop power capacity in northern Indiana, which they say will enable AWS to add 2.4 gigawatts of data centre capacity without sticking everyone else with the bill. Data centres are not just for AI: they are the “invisible digital backbone” behind everything from banking to healthcare to emergency services, Brandon says. But he also acknowledges that local communities around data centre developments are right to ask hard questions about costs. NIPSCO and other utilities agree. Vince says they welcome the economic activity and tax revenues that new data centres bring, but the goal for the electricity system is to ensure customers “aren't paying for it.” AWS and NIPSCO say their agreement, which they announced last November, will achieve that goal. In fact, they expect to save customers money, unlocking $1 billion in customer savings over 15 years.So what actually makes this deal different, and is it a template others can copy? Brandon and Vince walk through the ring-fenced structure (a separate GenCo that funds and builds generation), the performance incentives, and why both sides landed on a 15-year commitment even as data-centre hardware cycles every few years. You'll also hear why AWS doesn't see its data centres as truly flexible loads, how the GenCo model let NIPSCO lock in long-lead equipment early, and what plugging this capacity into the MISO power market means for the reliability of electricity supplies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

“This is not an offensive play. It's a defensive play. It's a must win.”That's how Sheldon Kimber describes AI for companies like Google.If your business depends on organizing and serving information, AI isn't optional. It's existential.And if AI is existential, power becomes strategic.In this conversation — recorded before Google's acquisition of Intersect Power — Sheldon lays out the durable thesis that led here:The U.S. grid isn't collapsing.It just can't scale.Transmission is stalled.Business models are misaligned.Permitting reform won't arrive in time.So instead of waiting for the grid to be fixed, Intersect built around it.Gigawatt-scale co-location.Wind, solar, batteries.Flexible gas.Control systems designed to act as one asset.The result? A hybrid solution that can deliver four-nines reliability - potentially more reliable than the grid itself.This isn't about chasing incentives.It's about building a better product.In this episode:

For two decades the nuclear conversation has revolved around new builds, advanced reactors, and megaproject risk. Meanwhile, forty Westinghouse pressurized water reactors continue operating at roughly the same thermal output they were commissioned at decades ago, leaving six to ten gigawatts of potential capacity sitting inside existing plants. In this episode, I speak with Robb Stewart and James Krellenstein of Alva Energy about why power uprates may be the fastest and most capital efficient way to expand nuclear generation in the United States. Rather than chasing first of a kind reactor designs, they argue that modern steam generator technology, improved thermal hydraulic modeling, and standardized secondary side upgrades can unlock the equivalent of twenty to thirty 300 megawatt small modular reactors within three to five years.We examine why boiling water reactors captured most historical uprates while pressurized water reactors remained largely untouched, how balance of plant constraints rather than reactor physics often limit output, and why diverting additional steam to a separate turbine island changes both risk and economics. With hyperscalers willing to pay premium prices for reliable, low carbon power, incremental nuclear megawatts now carry real market value. The question is whether the industry can prioritize disciplined industrial execution over novelty and finally harvest the gigawatts hiding in plain sight.Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz• Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4• Overcast: https://overcast.fm/itunes1516526694/decouple• Pocket Casts: https://pca.st/ehbfrn44• RSS: https://anchor.fm/s/23775178/podcast/rssWebsite: https://www.decouple.media

Most kids don't think much about how buildings are powered or how much energy they waste. But growing up in an old, inefficient apartment building in New York, Ben Brown did. From an early age he knew he wanted to work on climate solutions and energy efficiency. That interest led him to Google, where he worked on Nest Renew, which allowed Nest thermostat users to adjust their energy usage to times when electricity is cleaner or cheaper. In 2024, Nest Renew merged with the demand response platform OhmConnect to form a new venture, Renew Home. In November, Renew Home released a study showing that small shifts in five million of its smart thermostats across the U.S. can provide utilities with four gigawatts of energy capacity.This week on With Great Power, Ben Brown dives into how Renew Home conducted its study, what it says about the bigger potential for shifting capacity nationwide, and why he says thermostats are just the beginning when it comes to connecting utilities with available energy capacity inside homes. Credits: Hosted by Brad Langley. Produced by Mary Catherine O'Connor. Edited by Anne Bailey. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. The GridX production team includes Jenni Barber, Samantha McCabe, and Brad Langley.

Global markets are bleeding, but Nifty held its ground at 25,725. The savior? A massive announcement from the Adani Group. They are betting a staggering $100 Billion by 2035 to build the future of AI and Green Energy infrastructure. We are talking about 5 Gigawatts of power! While Japan and the US struggle with weak data, is this the "Capex Supercycle" that will drive Indian stocks for the next decade? Join Sanket Bendre as we decode the stocks linked to this massive spending spree.

Global markets are bleeding, but Nifty held its ground at 25,725. The savior? A massive announcement from the Adani Group. They are betting a staggering $100 Billion by 2035 to build the future of AI and Green Energy infrastructure. We are talking about 5 Gigawatts of power! While Japan and the US struggle with weak data, is this the "Capex Supercycle" that will drive Indian stocks for the next decade? Join Sanket Bendre as we decode the stocks linked to this massive spending spree.

Global markets are bleeding, but Nifty held its ground at 25,725. The savior? A massive announcement from the Adani Group. They are betting a staggering $100 Billion by 2035 to build the future of AI and Green Energy infrastructure. We are talking about 5 Gigawatts of power! While Japan and the US struggle with weak data, is this the "Capex Supercycle" that will drive Indian stocks for the next decade? Join Sanket Bendre as we decode the stocks linked to this massive spending spree.

Die KI-Ära ist zugleich das Revival der Atomkraft. US-Präsident Trump will die amerikanischen Atomkapazitäten bis 2050 auf 400 Gigawatt vervierfachen. Doch gut drei Jahre nach der Weltpremiere von ChatGPT bauen die USA kein einziges neues Atomkraftwerk. Die Branche kämpft stattdessen mit spröden Rohren und fehlenden Unterlagen in alten AKW und verzettelt sich mit immer neuen Entwürfen für Minireaktoren. Gast: Tim Judson, Direktor der amerikanischen Anti-Atomorganisation Nuclear Information and Resource Service (NIRS) Den World Nuclear Industry Status Report (WNISR) findet ihr hier: https://www.worldnuclearreport.org/ Moderation: Clara Pfeffer und Christian Herrmann Wir freuen uns über Feedback und Zuschriften: klimalabor@ntv.de Ihr möchtet uns unterstützen? Dann bewertet das "Klima-Labor" bei Apple Podcasts oder Spotify Das Interview als Text? Einfach hier klicken. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de

Wind farms are defeating the Trump administration's stop-work orders 5-0 as federal judges allow offshore construction to resume, while data centers drive consumer power bills up 30-50% across the country. Tim Montague and John Weaver cover the latest clean energy developments from RE+ Northeast, including breakthrough robotics from Luminous and the emerging DIY solar market that could deliver $20,000 home systems. Episode Highlights• Offshore Wind Legal Victories: Five federal judges have now overruled Trump administration stop-work orders on East Coast wind farms, including the latest ruling allowing Sunrise Wind construction to continue off New York. (The Guardian)• Data Center Grid Impact: Consumer power bills have risen 30-50% in some regions due to data center demand. (Environmental Law and Policy Center)• DIY Solar Market Emergence: Post-ITC market conditions are driving growth in DIY solar kits, with companies like Gigawatt offering 10kW solar plus 30kWh battery systems for around $20,000, roughly one-third the cost of traditional installer pricing. • Chinese Poly Silicon Tariffs: China extended import tariffs on US polysilicon from the Obama era, though the 50% tariffs have minimal current impact since Chinese polysilicon now costs less than half global pricing. China produces 90% of the global polysilicon supply. (Pv Magazine)• Grid Battery Storage Surge: Grid battery demand increased 51% while EV battery demand grew 26%, with grid storage now representing 25% of global battery demand, up from historical projections of 10-15%. (Benchmark Mineral Intelligence)• Luminous Robotics Progress: Solar installation robot company unveiled new pallet-carrying robot to complement their module placement system, tripling headcount year-over-year and working on utility-scale projects in Australia and the US. Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Negen Europese landen, gelegen aan de Noordzee, kwamen deze week samen in Hamburg. Hierin werden afspraken gemaakt over groene groei, verduurzaming en het beveiligen van windmolenparken tegen externe dreiging. Maar zijn de kosten van het aanleggen van een windpark niet nog steeds veel te hoog? Te gast is Jan Vos, voorzitter van NedZero, de Nederlandse branchevereniging van windenergie. Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Ondernemerspanel Gemeenteraden bevatten amper ondernemers, want zij vinden de besluitvorming traag en het risico hoog. Is lokale macht irrelevant, of juist onbereikbaar voor ondernemend Nederland? En: de bedenker van alternatief betaalmiddel Florijn kocht goudstaven en testosteronpillen met de gelden die duizenden particulieren en hondeden bedrijven inlegden in een renteloze economie die nu op losse schroeven staat. Dat en meer bespreken we om 11.30 in het ondernemerspanel met: Désirée van Boxtel, investeerder en bedrijfsadviseur Monique Ansink, topvrouw van bevestigingsmiddelenproducent Jumbo Spanbandfabrikant Luister l Ondernemerspanel Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

Man kann es gut finden oder auch nicht, Fakt ist: Geht es nach den Hyperscalern Meta, Amazon, Google und Microsoft, dann wird AI ab etwa 2030 zu großen Teilen von Atomkraft angetrieben. Die AI Talk Hosts ⁠⁠⁠Jakob Steinschaden⁠⁠⁠ (Trending Topics, ⁠⁠⁠newsrooms⁠⁠⁠) und ⁠⁠⁠Clemens Wasner⁠⁠⁠ (⁠⁠⁠enliteAI⁠⁠⁠, ⁠⁠⁠AI Austria⁠⁠⁠) diskutieren im Podcast, warum das so ist - die Themen:⚡ Energiekrise der KI: Trainingsleistung verdoppelt sich alle sechs Monate – von GPT-3 mit unter 10 Megawatt bis zu künftigen Modellen mit einem Gigawatt und mehr

New Era Energy & Digital CEO Will Gray joined Steve Darling from Proactive to outline the company's strategy to become a leading power provider for hyperscale data centers, highlighting a differentiated approach centered on natural gas and behind-the-meter power generation. Gray discussed the company's recent partnership with Primary Digital Infrastructure, describing it as a “major domino” in New Era's phased rollout plan to deliver up to one gigawatt of power capacity. Speaking from the PTC26 conference in Hawaii, he said the partnership marked an important milestone and provided an opportunity to showcase the company's unique power-first strategy to a global audience of digital infrastructure leaders. According to Gray, New Era's model avoids reliance on constrained public power grids by co-locating power generation directly alongside data center facilities. “We are not accessing the grid… we have a power plant that's co-located next to our power facility,” he said, noting that this approach offers both environmental and logistical advantages, including improved efficiency, reliability, and speed to market. Gray emphasized the strategic value of partnering with Primary Digital Infrastructure, citing the firm's track record in developing data centers for industry leaders such as Digital Realty and CyrusOne. Under the partnership, New Era will focus on its core strength in power generation and delivery, while Primary will lead data center design, construction, and development. Addressing capital and financing considerations, Gray said the company intends to limit shareholder dilution by pursuing project-level financing rather than issuing equity at the parent company level. He confirmed that New Era has filed an S-3 shelf registration to maintain financial flexibility but stressed that it represents just one component of a broader capital strategy. Gray concluded by reiterating that the company remains on track to secure a definitive lease agreement by the end of the first quarter. He emphasized that meaningful cash flow will be driven by executed leases rather than announcements, underscoring New Era's focus on disciplined execution and long-term value creation. #proactiveinvestors #neweraheliuminc #nasdaq #nuai #oil #gas #perimianbasin #PrimaryDigitalInfrastructure #DataCenters #Hyperscale #DigitalInfrastructure #AIInfrastructure #CloudComputing #TexasDataCenters #EnergyInfrastructure #CriticalInfrastructure #InstitutionalCapital #StrategicPartnership #GigawattScale #PowerAndCompute #ProactiveInvestors

While at CIBC's Annual Institutional Investor Conference in Whistler, we had the exciting opportunity to host Grant Isaac of Cameco for this Special Edition COBT. Grant serves as President and Chief Operating Officer of Cameco and has held several roles over his 16-plus years with the company, including EVP & CFO and SVP of Corporate Services. In his current role, he is responsible for all Cameco operations, exploration, and corporate development, as well as the company's commercial and financial strategy. Grant earned a Ph.D. from the London School of Economics and previously served as a business professor at the University of Saskatchewan. We were delighted to sit down with Grant to explore the latest developments in nuclear energy. In our discussion, Grant outlines Cameco's integrated nuclear platform and strategy, with vertical integration as a way to help “build their own demand,” as each reactor build creates 80-100 years of downstream recurring fuel and services demand. We explore how nuclear has shifted from “maybe/what if” to “must do it now,” what drives ordering momentum, and the industry's push to turn nuclear from a project into a product through standardization, sequencing, and simplification. Grant discusses how investors are increasingly underwriting Cameco as a “nuclear super-major” with scarce, strategic assets, and how the Westinghouse acquisition and partnership with Brookfield broadened the shareholder base and improved visibility into future demand. We touch on supply-chain pinch points across mining, conversion, enrichment, and fabrication, the post-Russia fuel-cycle reset, and why uranium is uniquely constrained by geology and can't be “fixed” with industrial policy. Grant explains the Global Laser Enrichment (GLE) project, the role of public-private partnerships in capital-intensive nuclear projects, and Ontario as a positive case study for government involvement. Grant also shares why traditional NPV frameworks tend to undervalue nuclear assets, noting that governments and sponsors instead focus on payback math over 80–100-year asset lives, the significant economic multipliers from large-scale nuclear builds, and the “cluster effects” that attract long-term industry, jobs, and investment, making the case for nuclear as a generational, nation-building infrastructure investment. We also cover evolving investor frameworks and valuation metrics, expectations for consolidation in the nuclear sector, his outlook for 2026, the future of uranium supply, and more. It was an insightful conversation. In other nuclear news, the World Nuclear Association published a World Nuclear Outlook Report on Tuesday, January 20 (linked here), which provides the most comprehensive assessment to date of global nuclear energy development, assessing national targets for nuclear capacity against the global goal to triple nuclear capacity by 2050. We hope you enjoy the discussion with Grant as much as we did. Our best to you all!

Pip erklärt, warum Milliardäre nur 0,1% Erbschaftssteuer zahlen – und warum Erbschaftssteuer keine "Doppelbesteuerung" ist. OpenAI-CFO Sarah Fryer verkündet 20 Milliarden Dollar Umsatz für 2025 und zeigt eine scheinbare Korrelation zwischen Compute und Umsatz. OpenAI plant Werbung und kündigt ein erstes Hardware-Device für 2026 an. Elon Musk verklagt OpenAI auf 134 Milliarden Dollar. Cloudflare übernimmt Human Native für den KI-Content-Marktplatz. Die USA schaffen das ALARA-Prinzip ab und lockern Strahlenschutz. KI-Influencerinnen legen sich per Deepfake mit LeBron James und The Rock ins Bett. Threads überholt X bei den Daily Active Users. XAI baut 1-Gigawatt-Rechenzentrum – indem sie Umweltvorschriften ignorieren. Palantir entwickelt eine Überwachungs-App für die US-Einwanderungsbehörde ICE. Trump schreibt einen bizarren Brief an Norwegen wegen des Friedensnobelpreises. Pinduoduo-Mitarbeiter prügeln sich mit chinesischen Regulierern und Clickhouse übernimmt das deutsche Startup Langfuse. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Erbschaftssteuer (00:24:20) OpenAI Umsatz-Compute Korrelation (00:28:00) OpenAI startet Werbung (00:33:30) Musk verklagt OpenAI auf 134 Milliarden Dollar (00:37:00) Cloudflare übernimmt Human Native (00:39:00) USA lockern Strahlenschutz (ALARA abgeschafft) (00:41:30) KI-Influencer legen sich mit Promis ins Bett (00:45:00) Ashley Sinclair verklagt XAI wegen Grok-Nacktbildern (00:45:45) Threads überholt X bei Daily Active Users (00:48:20) XAI Colossus: 1 Gigawatt durch Umweltverstöße (00:52:30) Palantir baut ICE-Überwachungs-App (00:54:00) Frank Thelen KI-ETF (01:03:00) Trump-Brief an Norwegen: Nobelpreis & Grönland (01:09:15) Digital Independence Day (01:13:20) Beyond Meat launcht Proteindrinks (01:15:40) Pinduoduo: Mitarbeiter prügeln sich mit Regulierern (01:17:55) Clickhouse übernimmt deutsches Startup Langfuse Shownotes Umsatz Compute Blogpost - openai.comChatGPT Werbung - ft.comOpenAI plant erstes Gerät 2026, sagt Führungskraft. - axios.comMusk fordert bis zu $134B von OpenAI trotz $700B Vermögen - techcrunch.comCloudflare erwirbt AI Human Native - cnbc.comDiese Woche starb ALARA in den USA. Unsere Jobs wurden gefährlicher. - linkedin.comInstagram KI-Influencer verleumden Promis mit Sexskandalen - 404media.coElon Musk und Ashley St. Clair: Influencerin verklagt xAI. - manager-magazin.deThreads überholt X bei täglichen mobilen Nutzern - techcrunch.comElon Musk: "Der Colossus 2 Supercomputer für @Grok ist jetzt betriebsbereit. - x.comAakash Gupta auf X: "xAI ignorierte Regeln, besiegte Konkurrenz. - x.comELITE': Die Palantir-App, die ICE für Razzien nutzt - 404media.coAFP-Nachrichtenagentur (@en.afp.com) - bsky.appBeyond Meat führt überraschend ein veganes Proteingetränk ein. - vegconomist.deChina vertieft Untersuchung gegen PDD nach Handgreiflichkeiten mit Regulierungsbehörden - bloomberg.comClickHouse erhält 400 Millionen US-Dollar, übernimmt Langfuse - it-boltwise.de

This week on Say What's Reel, we hop into the DeLorean and travel back to 1985 to review the sci-fi classic Back to the Future. Directed by Robert Zemeckis and written by Zemeckis and Bob Gale, the film stars Michael J. Fox as Marty McFly, a teenager who's accidentally sent back to 1955 thanks to his eccentric scientist friend, Doc Brown (Christopher Lloyd).When Marty's time-travel mishap threatens to erase his own existence by preventing his parents from falling in love, he must fix the timeline, dodge bullies, and find a way to generate 1.21 gigawatts to get home. We break down the performances, iconic moments, time-travel logic, and why Back to the Future remains one of the most beloved films of all time.So buckle up, check your flux capacitor, and join us as we ask the real question: does Back to the Future still hit at 88 miles per hour?

Larry Ellison unterschreibt eine 40-Milliarden-Bürgschaft, damit sein Sohn David Warner Bros. für 108 Milliarden übernehmen kann – inklusive CNN. Der TikTok-Deal nimmt Form an: ByteDance macht 50 Milliarden Dollar Gewinn, verkauft aber das US-Geschäft für nur 14 Milliarden an Oracle und Abu Dhabi. Uber und Lyft starten in London mit selbstfahrenden Autos von Baidu. Ein Blackout in San Francisco legt Waymo-Autos lahm. Google verklagt eine Scraping-Firma. RAM- und SSD-Preise explodieren wegen des KI-Booms. Der Spiegel berichtet über mysteriöse Verbindungen zwischen Jens Spahns Luxusvilla und Christian Angermayers Family Office. Trump kündigt "Patriot Games" für 2026 an. Ein Tesla-Roboter verteilt Popcorn auf dem Berliner Weihnachtsmarkt. Coinbase kauft The Clearing Company für Prediction Markets. Ein Satellit entdeckt eine Bitcoin-Mine, die ein halbes Kernkraftwerk verheizt. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:02:10) Warner Bros Deal: Ellison bürgt mit 40 Mrd. (00:05:30) TikTok-Deal: 14 Mrd. für ByteDance US (00:10:08) Uber & Lyft starten Robotaxis in London (00:14:44) Autonome Autos und Stadtplanung (00:17:57) Waymo Blackout in San Francisco (00:19:55) Google verklagt SerpApi (00:29:27) Google kauft Intersect für 7 Gigawatt (00:35:52) Solar als Big-Tech-Übernahmeziel (00:38:47) Smart Meter & Stromverbrauch zu Hause (00:39:35) Speicherpreise explodieren wegen KI (00:43:10) Spahn-Villa: Spiegel über Angermayer-Connection (00:53:15) Platform Group (00:54:45) Trump plant "Patriot Games" 2026 (00:58:08) Tesla Roboter auf Berliner Weihnachtsmarkt (00:59:30) Coinbase kauft Prediction-Markets-Firma (01:00:15) Bitcoin-Mine per Satellit entdeckt (01:02:30) Strom aus Erdrotation Shownotes Paramount Larry Ellison - cnbc.com TikTok-Eigentümer ByteDance erwartet 2025 $50 Milliarden Gewinn. - bloomberg.com Uber und Baidu starten Robotaxi-Tests in Großbritannien - bloomberg.com Google verklagt Web-Scraper für massenhaften Suchergebnis-Diebstahl - theverge.com Browser-Erweiterungen sammeln KI-Konversationen - arstechnica.com Alphabet kauft Rechenzentrumspartner Intersect für 4,75 Milliarden - bloomberg.com Chipmangel treibt PC-Preise hoch, Verkäufe sinken um 70% - daily-sun.com Jens Spahn und seine Villa am Attersee: Neues Dokument zur Angermayer-Verbindung - spiegel.de Dominik Benner: Neuer juristischer Ärger im The-Platform-Group-Reich - manager-magazin.de Donald Trump Patriot Games - time.com Tesla robot Optimus - bz-berlin.de Coinbase übernimmt Vorhersagemarkt-Startup The Clearing Company - theblock.co Satelliten enthüllen Hitzeleck im größten US-Kryptomining-Zentrum - space.com Energiegewinnung aus Erdrotation - indiandefencereview.com

Play NowEpisode 390 of the Twincast / Podcast returns with your newest helping of Transformers news. Discussion starts with the newest reveal of the upcoming Generations Age of the Primes Commander Class Onslaught and a fully combined Bruticus. After that, the Age of the Primes chat continues with impressions of Deluxe Swindle and "Voyager" Armada Sideways. Toy talk is rounded out with Takara revealing the next "A-Level" Transformers One Orion Pax and Devastation Bumblebee. The team then fields listener questions on repaints and forgotten characters before bragging rights brings this one to a close.

Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.

Big thank you to Cisco for sponsoring this video and sponsoring my trip to the Cisco Partner Summit San Diego 2025 Cisco Unified Edge & The Future of Physical AI (w/ Kevin Wolenweber) Kevin Wolenweber reveals Cisco's new Unified Edge device and details the massive Nvidia partnership transforming data centers. We discuss the shift to "Physical AI," the terrifying security challenges of autonomous Agentic AI, and why "Gigawatt" scale clusters are changing the landscape for network engineers in 2025. // Kevin Wollenweber's SOCIALS // Cisco Blogs: https://blogs.cisco.com/author/kevinw... LinkedIn: / kevin-wollenweber-ba9428 // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming up 01:00 - New Cisco Unified Edge // What is it? 03:28 - Use cases for the Cisco Unified Edge // Using AI models 08:00 - More traffic and more bandwidth 09:32 - Addressing security issues and solutions 10:44 - What's new on the Cisco Unified Edge 11:41 - Cisco and Nvidia partnership 15:03 - Growing data centers 18:24 - AI in the future 20:03 - Security regarding AI agents 23:08 - Networking and AI 25:35 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only.

Am Rande des Regenwalds, an der Mündung des Amazonas, findet derzeit die Weltklimakonferenz statt. Der brasilianische Präsident Lula da Silva hat extra Kreuzfahrtschiffe gechartert, um die zehntausenden Teilnehmer unterzubringen. Doch während Friedrich Merz, Keir Starmer, Emmanuel Macron und Lula da Silva sich in Brasilien über das Klima unterhalten, finden die wirklich wichtigen Entwicklungen längst woanders statt. Und zwar in China, wo allein von Januar bis Juni diesen Jahres doppelt so viel Solarkraft verbaut wurde, wie in Deutschland in den letzten 25 Jahren. Allein im ersten Halbjahr hat China Solarkraftwerke mit einer Spitzenleistung von insgesamt gut 212 Gigawatt in Betrieb genommen. Wo steht die Welt zehn Jahre nach dem Pariser Abkommen beim Klimaschutz? Lässt sich das Allerschlimmste noch abwenden, obwohl die USA unter Donald Trump gerade ein Totalausfall sind? Schlecht läuft ohnehin vieles. Wir wollen uns vor allem auf das konzentrieren, was gut läuft beim Klimaschutz, was Mut macht. Der Apofika-Presseklub mit Morten Freidel (NZZ), Susanne Götze (Spiegel), Malte Kreutzfeldt (Table Media) und natürlich unserem Host, Markus Feldenkirchen (Spiegel) Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/presseklub)

Die Koalition hat sich im Koalitionsausschuss auf wichtige wirtschaftspolitische Maßnahmen geeinigt. Ein Industriestrompreis soll 2026 kommen, um die hohen Energiekosten für Unternehmen zu senken. Außerdem sollen nächstes Jahr neue, wasserstofffähige Gaskraftwerke mit einer Kapazität von 8 Gigawatt ausgeschrieben werden. Beschlossen wurde auch der "Deutschlandfonds", der Start-ups mithilfe staatlicher Garantien mit frischem Geld versorgen soll. Überraschend wird zudem die Luftverkehrsabgabe zum 1. Juli zurückgenommen, eine langjährige Forderung der Luftfahrtbranche.Auch beim umstrittenen Thema Wehrdienst hatte es schon zuvor eine Einigung gegeben. [01:16]In Brandenburg wackelt die Koalition aus SPD und dem BSW. Vier Abgeordnete haben die BSW-Fraktion verlassen, wollen aber ihre Mandate im Landtag behalten. Nun wird über eine schwarz-rote Koalition spekuliert, die mit nur einer Stimme der Abtrünnigen eine Mehrheit hätte. Es könnte aber auch zu einer Dreier-Koalition aus SPD, CDU und einem Rumpf-BSW kommen. Der stellvertretende Ministerpräsident und Finanzminister Robert Crumbach (BSW) bestätigt die "schwierige Situation". Er betont im Interview aber: "Wir sind auch verpflichtet, eine Lösung zu finden."[06:03]Der Protest gegen das Rentenpaket wird seit Wochen von den jungen Abgeordneten in der Unionsfraktion angeführt. Der Bundesvorsitzende der Jungen Union, Johannes Winkel, macht im Gespräch mit Sara Sievert klar, dass die Zahl der Mitstreiter größer geworden ist. Winkel besteht darauf, dass keine Rentenbeschlüsse gefasst werden, die über den Koalitionsvertrag hinausgehen: „Das Rentenniveau darf nicht über das Jahr 2031 hinaus festgeschrieben werden.“[09:29]Hier geht es zur Anmeldung für den Space.TableTable Briefings - For better informed decisions.Sie entscheiden besser, weil Sie besser informiert sind – das ist das Ziel von Table.Briefings. Wir verschaffen Ihnen mit jedem Professional Briefing, mit jeder Analyse und mit jedem Hintergrundstück einen Informationsvorsprung, am besten sogar einen Wettbewerbsvorteil. Table.Briefings bietet „Deep Journalism“, wir verbinden den Qualitätsanspruch von Leitmedien mit der Tiefenschärfe von Fachinformationen. Professional Briefings kostenlos kennenlernen: table.media/testenHier geht es zu unseren WerbepartnernImpressum: https://table.media/impressumDatenschutz: https://table.media/datenschutzerklaerungBei Interesse an Audio-Werbung in diesem Podcast melden Sie sich gerne bei Laurence Donath: laurence.donath@table.media Hosted on Acast. See acast.com/privacy for more information.

In this week's episode of The Hydrogen Podcast, Paul Rodden explores three major stories that define hydrogen's next phase — profit discipline, integrated scale, and global ambition.

Alienator is the best band in the universe. Intro Music: The Reatards- It Ain't Me Submit music to demolistenpodcast@gmail.com. Become a patron at https://www.patreon.com/demolistenpodcast. Leave us a message at (260)222-8341 Queue: Havana Syndrome, Suffering Hour, Maced, Occult Blood, Citric Dummies, Gigawatt, The Value of Human Life, Dauber, Nuclear Fear, Deterioration https://swimmingfaithrecords.bandcamp.com/music https://sufferinghour.bandcamp.com/album/impelling-rebirth https://razoredraw.bandcamp.com/album/split https://occultbloodusbm.bandcamp.com/album/battle-cries-of-endless-night-split https://citricdummies.bandcamp.com/album/split-with-turnstile https://electricitywillkillyou.bandcamp.com/album/demo  

Amazon plant Abbau von 30.000 Corporate-Jobs unter Verweis auf KI-Effizienzgewinne. Anthropic überholt OpenAI im B2B-Markt mit 32% API-Marktanteil und erreicht $7 Milliarden ARR. OpenAI fordert 100 Gigawatt neue Energiekapazität jährlich in USA, um gegen China zu bestehen. Wissenschaftler erschaffen rein aus Bots bestehendes Social Network. Elon Musks Grokipedia launched mit subtiler rechter Bias-Politik. Simon Desue in Dubai verhaftet wegen Drogenbesitz. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Eurowings KI-Agent Charlie (00:04:48) Meta: Erfolglosigkeit trotz $85 Mrd KI-Investitionen (00:11:06) Amazon: Corporate-Layoffs angekündigt (00:14:13) Amazon Warehouse-Automation (00:18:39) Rivian streicht Jobs wegen wegfallender Tax Credits (00:20:44) Anthropic launched Excel-Integration und Financial Tools (00:25:03) Anthropic führt im B2B-Markt (00:30:15) OpenAI: USA braucht 100 Gigawatt neue Energie (00:36:22) OpenAI Mental Health Report (00:40:26) Soziales Netzwerk nur aus Bots: Ungleichheit unvermeidbar (00:42:35) Grokipedia launched mit rechtsgerichtetem Bias (00:55:23) Earnings Week Preview: Amazon und Google favorisiert Shownotes Zuckerberg ernennt ehemaligen Metaverse-Manager zur Förderung von KI-Initiativen – ft.com Amazon plant bis zu 30.000 Stellenstreichungen – reuters.com Claude kann jetzt in Excel integriert werden - 7 neue Konnektoren – zdnet.com OpenAI: USA braucht mehr Energie, um in KI vor China zu bleiben – cnbc.com Verbesserung von ChatGPTs Antworten in sensiblen Gesprächen – openai.com Wissenschaftler erschufen ein soziales Netzwerk nur mit Bots – futurism.com Anthropic: Besseres Geschäft als OpenAI? – wsj.com Elon Musks Grokipedia enthält kopierte Wikipedia-Seiten – theverge.com Todesstrafe für Simon Desue in Dubai? – taz.de

The AI Infrastructure Gold Rush and Europe's Absence. Chris Riegel discusses how the AI revolution is driving a feverish rush to build large data centers (one gigawatt or better), though energy access is a critical choke point that may cause conflict between commercial demand and normal consumers by summer 2026. This intense global competition, likened to a gold rush, is primarily a two-horse race between the US and China. Europe is largely sitting out the advanced AI development wave, which is considered a tactical mistake that may leave them reliant on American or Chinese technolog 1965y.

SHOW SCHEDULE 10-17-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT COAL-FIRED ELECTRICITY FOR THE AI DATA CENTER BUILD OUT OF 26 GIGAWATTS BY 2035... 1912 COAL BREAKER BOYS FIRST HOUR 9-915 High-Tech Coal Mining and Its Role in the Future of AI Energy. Salena Zito discusses her visit to a high-tech coal mine 1,200 feet below Pennsylvania, highlighting modern, filtered, and pristine working conditions. The industry offers high-paying, generational jobs, even for those with advanced degrees. Coal, alongside natural gas and nuclear power, is vital for providing the reliable, strong base load energy required by new AI data centers and the defense industry. 915-930 High-Tech Coal Mining and Its Role in the Future of AI Energy. Salena Zito discusses her visit to a high-tech coal mine 1,200 feet below Pennsylvania, highlighting modern, filtered, and pristine working conditions. The industry offers high-paying, generational jobs, even for those with advanced degrees. Coal, alongside natural gas and nuclear power, is vital for providing the reliable, strong base load energy required by new AI data centers and the defense industry 930-945 Supreme Court Poised to Limit Racial Gerrymandering; War Powers Debate on Venezuela. Richard Epstein discusses how the Supreme Court appears ready to limit the use of race in drawing voting districts (racial gerrymandering), reflecting a shift towards colorblind jurisprudence. However, the Court is likely to avoid restricting political gerrymandering. Separately, Professor Epstein argued the president's use of "narcoterrorism" to justify military action in Venezuela is inappropriate, noting that the War Powers Act is often circumvented. 945-1000 Supreme Court Poised to Limit Racial Gerrymandering; War Powers Debate on Venezuela. Richard Epstein discusses how the Supreme Court appears ready to limit the use of race in drawing voting districts (racial gerrymandering), reflecting a shift towards colorblind jurisprudence. However, the Court is likely to avoid restricting political gerrymandering. Separately, Professor Epstein argued the president's use of "narcoterrorism" to justify military action in Venezuela is inappropriate, noting that the War Powers Act is often circumvented. SECOND HOUR 10-1015 LA/Portland Homeless Crisis and Wildfire Preparedness Debate. Jeff Bliss discusses how California hosts at least 50% of the nation's homeless, with numbers increasing, extending from downtown LA to Malibu. Homeless encampments pose a constant wildfire threat due to warming or arson fires. Developer Rick Caruso successfully protected his Palisades property by proactively investing in brush clearance, equipment, and private fire crews, offering a model for prevention. Portland also faces a severe homeless crisis and high office vacancy. 1015-1030 Saudi Nuclear Ambitions, US Defense Pact, and the SMR Investment Bubble. Henry Sokolski discusses how Saudi Arabia is negotiating a US defense pact while pursuing uranium enrichment capability for nuclear power. The US is reportedly urging South Korea to switch a planned Saudi reactor sale to an American Westinghouse model. Separately, the Small Modular Reactor (SMR) industry is seeing enormous private valuation with zero revenue, signaling a potential financial bubble. 1030-1045 SpaceX Launch Approval, Rocket Lab, and Global Space Industry Updates. Bob Zimmerman discusses how Space Force approved SpaceX's request to double launches to 100 per year and open a second launch site at Vandenberg, despite Coastal Commission opposition. Wall Street views Rocket Lab favorably due to many recent launch contracts, even though it's still developing the Neutron rocket and not yet profitable. Impulse Space shifted focus to a lunar cargo lander, using its Helios tug as a service module, seeking to meet NASA's need for efficient lunar cargo delivery. 1045-1100 SpaceX Launch Approval, Rocket Lab, and Global Space Industry Updates. Bob Zimmerman discusses how Space Force approved SpaceX's request to double launches to 100 per year and open a second launch site at Vandenberg, despite Coastal Commission opposition. Wall Street views Rocket Lab favorably due to many recent launch contracts, even though it's still developing the Neutron rocket and not yet profitable. Impulse Space shifted focus to a lunar cargo lander, using its Helios tug as a service module, seeking to meet NASA's need for efficient lunar cargo delivery.THIRD HOUR 1100-1115 Replaceable You: Skin Grafts, Bioprinting Organs, and the Science of Replacement Anatomy. Mary Roach discusses how third-degree burns destroy regenerative cells, causing severe disfigurement unless patched with allografts (temporary substitutes like cadaver or cod skin). Researchers are attempting to 3D print organs, currently in the "Wright Brothers stage," using specialized bio-ink and support gel. Xenotransplantation involves genetically editing pigs to grow human organs (chimerism) that the body would accept without rejection. 1115-1130 Replaceable You: Skin Grafts, Bioprinting Organs, and the Science of Replacement Anatomy. Mary Roach discusses how third-degree burns destroy regenerative cells, causing severe disfigurement unless patched with allografts (temporary substitutes like cadaver or cod skin). Researchers are attempting to 3D print organs, currently in the "Wright Brothers stage," using specialized bio-ink and support gel. Xenotransplantation involves genetically editing pigs to grow human organs (chimerism) that the body would accept without rejection. 1130-1145 Replaceable You: Skin Grafts, Bioprinting Organs, and the Science of Replacement Anatomy. Mary Roach discusses how third-degree burns destroy regenerative cells, causing severe disfigurement unless patched with allografts (temporary substitutes like cadaver or cod skin). Researchers are attempting to 3D print organs, currently in the "Wright Brothers stage," using specialized bio-ink and support gel. Xenotransplantation involves genetically editing pigs to grow human organs (chimerism) that the body would accept without rejection. 1145-1200 Replaceable You: Skin Grafts, Bioprinting Organs, and the Science of Replacement Anatomy. Mary Roach discusses how third-degree burns destroy regenerative cells, causing severe disfigurement unless patched with allografts (temporary substitutes like cadaver or cod skin). Researchers are attempting to 3D print organs, currently in the "Wright Brothers stage," using specialized bio-ink and support gel. Xenotransplantation involves genetically editing pigs to grow human organs (chimerism) that the body would accept without rejection. FOURTH HOUR 12-1215 Lancaster County Economy, Consumer Spending Rebound, and Data Center Expansion. Jim McTague discusses how local businesses in Lancaster County, like the Pancake House and Ephrata Precision Parts, show no recession weakness and report booming business. Consumer spending appears to be rebounding, with full shopping carts and aggressive buying observed at Costco and Walmart. Construction on data centers is underway in the county, contributing to economic expansion. Wall Street bubble talk is present, but markets are not yet characterized by widespread froth. 1215-1230 Italian Politics, Journalist Attack, and the History of St. Augustine in Pavia. Lorenzo Fiori discusses how Italian Prime Minister Giorgia Meloni was rudely defined as a "courtesan" by a prominent union leader following her diplomatic presence at the Gaza ceasefire signing. Journalist Ranucci, known for investigating politics and mafia-related business, survived a car bomb attack; he has been under guard since 2021. St. Augustine's remains are located in Pavia (south of Milan), moved there due to the LoMBARDY'S king's connection to Milan's Saint Ambrose. 1230-1245 Corporatism vs. Capitalism: Analyzing Rent-Seeking and Regulatory Capture. Julia Cartwright discusses how younger generations often confuse corporatism (entangled government and business) with true capitalism. Rent-seeking involves businesses investing in politics for favors, like healthcare industry lobbying for subsidies. Rent extraction is when politicians threaten costly action to force business compliance (e.g., CAFE standards or tariffs). Solutions include sunsetting subsidies and banning sole-source government procurement. 1245-100 AM Corporatism vs. Capitalism: Analyzing Rent-Seeking and Regulatory Capture. Julia Cartwright discusses how younger generations often confuse corporatism (entangled government and business) with true capitalism. Rent-seeking involves businesses investing in politics for favors, like healthcare industry lobbying for subsidies. Rent extraction is when politicians threaten costly action to force business compliance (e.g., CAFE standards or tariffs). Solutions include sunsetting subsidies and banning sole-source government procurement.

Shares of Broadcom surging today after announcing a deal with OpenAI to deploy 10 gigawatts of custom AI chips over the next four years. We dig into the deal and what it means for OpenAI as it looks to cement its AI lead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The McGraw Show 10-7-25: Mideast Peace Talks, Parents Price, Gambling Machine Verdict & Gigawatts by

Henry Sokolski addresses the critical challenge of the US power grid meeting AI data center demands, which are projected to require gigawatt-scale facilities and vastly increased electricity by 2030. He questions who bears the risk and cost of this buildout, advocating for AI companies to fund their own power generation. Sokolski also discusses the debate around nuclear power as a solution and Iran's suspect nuclear weapons program, highlighting the complexities of snapback sanctions and accounting for uranium. 1936 FDR

CONTINUED Henry Sokolski addresses the critical challenge of the US power grid meeting AI data center demands, which are projected to require gigawatt-scale facilities and vastly increased electricity by 2030. He questions who bears the risk and cost of this buildout, advocating for AI companies to fund their own power generation. Sokolski also discusses the debate around nuclear power as a solution and Iran's suspect nuclear weapons program, highlighting the complexities of snapback sanctions and accounting for uranium. 1932

Brandon Weichert highlights the immense power demands of AI and AGI data centers, requiring gigawatts of electricity and facing significant regulatory hurdles. He discusses the potential weaponization of AI, noting human nature's tendency to weaponize new technologies. Weichert shares personal experiences with AI tools like Grok, Gemini, and Claude, including instances of AI "diversion" rather than hallucination. He emphasizes the need to master this technology, as the substantial investment ensures its permanence. 1958

Chris Riegel, CEO of scala.com, counters AI doomsayers like Jeff Hinton, emphasizing AI's transformational potential as a tool. He highlights the immense investment, hundreds of billions, in building gigawatt-plus data centers across the United States. This infrastructure drive is creating new industries and jobs, establishing the US as a global leader in AI, while also noting Asia's keen interest in US AI technology and Europe's lack of a cohesive strategy.

AI is creating a level of need for data centers, power and processing capacity that has not been seen before - but how to measure the magnitude of that need is the topic for the Metrics Brothers to take on during this episode.During today's conversation, Dave "CAC" Kellogg and Ray "Growth" Rike discuss many key Data Center metrics including:FLOPS - Floating Point Operations per SecondModel ParametersWatts and Gigawatts = PowerGigawatt/hours = EnergyFirst multi-GW data center named Prometheus Why data center size is now being compared to the city of ManhattanAI is changing the world as we know it - and the Metrics Brothers are diving into this trend metric by metric!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, I'm taking Back to the Future Part 1 for a spin — literally — by pulling four random clips and seeing where my brain takes me.We've got:

One of the counterarguments that is stated when addressing aberrant teaching and the individual engaging in it is that peace should be made, since the individual is a brother/sister in Christ. Rather than engaging the public false teaching of the false teacher/false prophet, we should pray for them and agree to disagree. Is it possible to make peace and to befriend a false teacher according to Scripture?Join me as we consider this topic in light of Scripture. Resources:https://youtu.be/bXCxdqPGvAY?si=DQJ6E4x8b3_Oor2b An examination of Alexander Pagani's Encounter with Jesushttps://youtu.be/ThIvn97TRdg?si=DyCgdUlovHRSKCMm Alexander Pagani and NARhttps://youtu.be/6qr7x-fPKvM?si=BZukXm8hMFEJLp6J- 1.21 Gigawatts of Prophetic Time Travel My info:Website: http://www.lovesickscribe.comSubscribe to my blog here: http://eepurl.com/dfZ-uHInstagram: https://www.instagram.com/lovesickscribe/Facebook: https://www.facebook.com/lovesickscribeblog

Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »