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As AI infrastructure scales from megawatts to gigawatts, liquid cooling is rapidly becoming a foundational technology rather than a specialized option. In this episode of the Data Center Frontier Show podcast, recorded at Motivair's headquarters and manufacturing facility in Buffalo, New York, DCF Editor in Chief Matt Vincent sits down with Motivair CEO Rich Whitmore to discuss the evolution of liquid cooling from its roots in high-performance computing to its central role in today's AI data centers. Whitmore explains how Motivair's decade-plus experience supporting supercomputing environments helped position the company for the current AI boom, which he describes as the commercialization of traditional HPC at unprecedented scale. The conversation explores how liquid cooling products are developed years ahead of silicon roadmaps, why manufacturing discipline and testing standards have become competitive differentiators, and how global production capacity is increasingly essential as AI deployments accelerate worldwide. The discussion also examines one of the industry's emerging technical debates: whether ever-larger "facility-scale" coolant distribution units are the best answer for AI infrastructure. Whitmore offers a unique perspective on the realities of thermal management, noting that while AI workloads can change almost instantaneously, mechanical cooling systems must still operate within the physical constraints of pumps, valves, and fluid dynamics. The interview was recorded during a Schneider Electric global media event that included a tour of Motivair's Buffalo manufacturing operations and the nearby 750 MW TeraWulf Lake Mariner AI campus. There, Motivair liquid cooling technologies—including CDUs, in-rack manifolds, and ChilledDoor rear-door heat exchangers—are helping support one of North America's most ambitious AI infrastructure developments. As Whitmore explains, the question facing the industry is no longer whether liquid cooling will become mainstream. That transition is already underway. The challenge now is executing at scale—and building the manufacturing, supply chain, and engineering capabilities required to support the next generation of AI infrastructure.
Host Russell Reading and Zander Dale, a Managing Consultant at Schneider Electric, dive into the second conversation about insetting. They discuss what it is, why it matters, and how companies can build credible value-chain climate programs. They discuss core requirements like linking actions to the value chain, additionality and causality, robust quantification and traceability, handling co-claims and permanence, safeguards for communities and nature, and the role of independent verification. Practical examples include regenerative agriculture, biochar, low-carbon industrial processes, and logistics fuel switching; plus advice on next steps, integrating insetting with procurement and supplier engagement, and using digital tools and standards to ensure transparent, verifiable outcomes.
Today, wind power accounts for just under 10% of all electricity globally, around the same as solar, recently overtaking nuclear power. 20 years ago, the figure was under 1%. In that time, the sector's leadership has moved around from Europe to the US to Asia, but one specialist European manufacturer has stayed in the leading group throughout: Vestas — a member of the global wind energy aristocracy. This week on Cleaning Up, Michael Liebreich is joined by Henrik Andersen, CEO of Vestas, to discuss the extraordinary growth in the wind energy industry, the challenges it faces with rising interest rates and political hostility, and where the best place to build turbines is in 2026. Together they do some myth-busting and answer: If wind is so great, why does it need subsidies? Is wind pointless because it's intermittent? Are turbines killing all the birds? What happens to the turbines at the end of their lives? Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Vestas' website: https://www.vestas.com/en/pages/campaigns/sustainability/200-gw Henrik Andersen's LinkedIn: https://www.linkedin.com/in/henrik-andersen-/ WindEurope 2026: From crisis to confidence — https://windeurope.org/news/windeurope-2026-from-crisis-to-confidence/
SpaceX, Amazone, Nvidia của Mỹ, Softbank của Nhật, Brookfield của Canada, hay MGX của Các Tiểu Vương Quốc Ả Râp Thống Nhất.. đầu tư hàng chục tỷ đô la vào Pháp để xây dựng các trung tâm xử lý dữ liệu data center. Đâu là những lợi thế của Pháp trong mắt các nhà đầu tư công nghệ ? Phúc hay họa khi trở thành « sân sau » của những nhà cung cấp dịch vụ trong thời đại digital ? 80 % các dịch vụ tin học tại châu Âu đều phụ thuộc vào các nhà cung cấp ở Mỹ : Các data center cho phép Paris tự chủ về công nghệ kỹ thuật số với Hoa Kỳ ? Tại hội nghị kêu gọi đầu tư nước ngoài vào Pháp Choose France hôm 01/06/2026, Pháp đã nhận được hơn 90 tỷ euro : Phần lớn trong số hơn 70 dự án tập trung vào lĩnh vực trí tuệ nhân tạo và công nghiệp số. Bất chấp rất nhiều khó khăn về địa chính trị hiện tại, trong 7 năm liên tiếp, Pháp vẫn là địa điểm đầu tư hấp dẫn tại châu Âu trong mắt các nhà đầu tư quốc tế, theo thăm dò của cơ quan tư vấn EY. Trước ngày khai mạc hội nghị tập đoàn Nhật Bản Softbank đã thông báo đầu tư 45 tỷ euro tại Pháp từ nay đến năm 2031 để xây dựng các trung tâm xử lý dữ liệu data center. Nhìn xa hơn nữa Softbank cam kết đầu tư đến 75 tỷ tại Pháp để « xây dựng cơ sở hạ tầng phục vụ công nghệ AI ». Sáng lập viên tập đoàn Nhật Bản này, Masayoshi Son kể lại ông đã gặp tổng thống Macron tại Tokyo hai tháng trước đây. Khi đó nguyên thủ Pháp đã hỏi nhà đầu tư này liệu có thể nhanh chóng thông báo một chương trình đầu tư vào Pháp hay không và ông câu trả lời của chủ nhân Softbank là có. Masayoshi Son giải thích với báo chí Paris là đã quyết định đầu tư 75 tỷ euro để phát triển trí tuệ nhân tạo bởi nhân loại đang « bước vào thời đại của AI. Những quốc gia có cơ sở hạ tầng cần thiết cho lĩnh vực còn rất mới mẻ này sẽ nắm giữ một vai trò then chốt trong tương lai cả về công nghiệp lẫn công nghệ và đối với nhân loại ». 352 data center sử dụng 3,2 % tiêu thụ điện trên toàn quốc Tổng thống Macron từ khi lên cầm quyền năm 2017 luôn xem thu hút vốn đầu tư nước ngoài là một ưu tiên. Ông đã chín lần chủ trì hội nghị Choose France tại lâu đài Versailles, ngoại ô Paris, với những khách mời sáng giá nhất trong giới tài chính, công nghiệp của Hoa Kỳ, Nhật Bản, châu Âu và trước chiến tranh Ukraina cũng đã có không ít các doanh nhân Nga tham dự. Riêng năm nay, trí tuệ nhân tạo, data center, công nghệ digital … đặc biệt được quan tâm. Tháng 2/2025 với hội nghị « hành động vì AI » Emmanuel Macron đã nuôi tham vọng, với 67 triệu dân, Pháp cũng có thể trở thành một mắt xích quan trọng trong thời đại công nghệ số, và là một « trung tâm quốc tế » về AI. Sức hút các data center của Pháp Hiện tại Pháp đã có 350 data center và mục tiêu xây dựng thêm 60 trung tâm khác nữa trên toàn quốc trong 10 năm nữa. Đó sẽ là những trung tâm có công suất ngày càng lớn cho phép Paris giải quyết cùng lúc hai vấn đề : giảm mức độ phụ thuộc vào các cơ sở hạ tầng công nghệ số của Hoa Kỳ, và đẩy mạnh các hoạt động kinh tế của Pháp. Trên con đường chinh phục các nhà đầu tư trong lĩnh vực digital, Pháp có nhiều lợi thế, mà đầu tiên hết là khả năng sản xuất điện, như giải thích của François Monnier, tổng biên tập tuần báo tài chính Investir : « Điện khí hóa là một điểm mạnh của châu Âu mà đứng đầu bảng là Pháp. Hơn nữa đây là một lĩnh vực đang phát triển rất mạnh. Để đáp ứng nhu cầu của các trung tâm quản lý dữ liệu data center thì Pháp có nhiều tập đoàn lớn rất có uy tín như là như Schneider Electric chuyên cung cấp các dịch vụ, tìm kiếm những giải pháp năng lượng đáp ứng nhu cầu cho các tập đoàn trong lĩnh vực công nghệ số … hay là Legrand chuyên cung cấp các thiết bị điện hay tập đoàn năng lượng. Lĩnh vực trí tuệ nhân tạo chiếm 25 % doanh thu của Legrand. Còn Axens hiện diện trong nhiều lĩnh vực từ lọc dầu, hóa dầu xử lý năng lượng tái tạo, xử lý nước ». Antoine Fournier, chủ tịch cơ quan tư vấn Thésée DataCenter ghi nhận : Các khoản đầu tư lẽ ra đổ về những quốc gia khác ở châu Âu, như Đức hay Hà Lan đang chuyển hướng về Pháp, bởi Pháp có một vị trí địa lý « trung tâm ». Điện hạt nhân Theo lời Régis Casstané tổng giám đốc chi nhánh tại Pháp của tập đoàn Equinix (nhà cung cấp thiết bị cho các data center lớn nhất thế giới), từ 2022 giá năng lượng của Pháp rẻ hơn so với một số quốc gia khác (như là Đức phải phụ thuộc vào khí đốt của Nga), Pháp lại có các nhà máy điện hạt nhân, lá chủ bài của Pháp trong mắt các nhà đầu tư AI và data center. Bởi vì trung tâm xử lý dữ liệu là một « nguồn tiêu thụ năng lượng vô cùng lớn », cần có nhiều điện để vận hành. … Theo thẩm định của cơ quan quốc gia Pháp về năng lượng và môi trường ADEM, tiêu thụ điện của 350 data center sẽ tương đương với mức tiêu thụ của « hơn một chục thành phố với trên 100 ngàn dân » và đó là những « cực hút đến 3 % nguồn điện trên toàn quốc ». Đáng quan ngại hơn nữa là các trung tâm data đó ngày càng lớn « ngày càng cần nhiều năng lượng để hoạt động, do vậy trong hơn 10 năm nữa, nhu cầu về điện dành riêng cho các trung tâm này sẽ tăng lên gấp 4 lần so với hiện nay ». Năm 2025, điều trần trước một ủy ban tại Hạ Viện, Eric Schmidt cựu chủ tịch tổng giám đốc Google từng kêu gọi các dân biểu Mỹ đầu tư vào cơ sở hạ tầng điện lực : « Chúng ta cần nhất hiện nay là điện và nhu cầu rất, rất lớn. Nếu quý vị cho phép nói thẳng, thì tôi xin thưa rằng, chúng tôi mong đợi Hạ Viện phát triển điện lực, bất kỳ dưới hình thức nào, đó có thể là năng lượng tái tạo, là nhiệt điện. Miễn làm sao chúng ta có khả năng đáp ứng nhu cầu tiêu thụ và phải nhanh chóng đạt được mục đích này » Điều đó cho thấy vì sao mà các « ông lớn » trong thế giới công nghệ của Mỹ đua nhau chạy sang Pháp đầu tư. Gilles Babinet, tác giả cuốn « Green AI » NXB Odile Jacob nói đến một lá chủ bài của Pháp mà cả Mỹ lẫn Trung Quốc hai siêu cường kinh tế thế giới và cũng là những bên tiên phong trong lĩnh vực công nghệ số và trí tuệ nhân tạo đều không có được : « Không một quốc gia nào trên thế giới có 15 giga Watt mà đấy lại là điện phi carbone. Mỹ không có khả năng này, Trung Quốc cũng không. Cho nên tất cả các nhà đầu tư trên thế giới cùng nhòm ngó khối lượng điện này của Pháp ». Gauthier Roussilhe, chuyên gia về môi trường digital điều hành công ty tư vấn Hubblo, Paris, do vậy cảnh báo trước nguy cơ các ông vua công nghệ kỹ thuật số và AI trên thế giới đang muốn biến Pháp thành « sân sau » của riêng mình : « Tất cả những thông cáo rầm rộ về các chương trình đầu tư rất lớn về công nghệ số tại Pháp, trước hết là nhằm bảo đảm rằng, hiện tại và trong tương lai, các tập đoàn này có thể tận dụng tiềm lực về điện lực của nước Pháp (…) Những trung tâm xử lý dữ liệu càng lớn bao nhiêu, thì càng cho thấy trong lượng khổng lồ của các doanh nghiệp Mỹ. Softbank thực ra đã bỏ vốn đầu tư và hiện diện trong rất nhiều các tập đoàn công nghệ cao và nhất là trong các tập đoàn của Mỹ. Hệ quả hiển nhiên kèm theo là khâu quản lý các data center sau này sẽ thuộc về phía Hoa Kỳ ». Điều này dường như đã được cả sáng lập viên lẫn giám đốc tài chính tập đoàn Softbank nhìn nhận. Ông Masayoshi Son nói rõ : « Softbank bảo đảm khâu tài chính cho các dự án. Khách hàng của chúng tôi là những hyperscalers, tức là những ông không lồ trong lĩnh vực công nghệ đám mây, như là Amazon, Microsoft hay Google ». Về phần Nahoko Hoshino, giám đốc tài chính Softbank, bà chỉ hờ hững khi nhắc đến các đối tác châu Âu trong lúc đã tiến hành đàm phán với những khách hàng nặng ký là Amazon, Microsoft hay Google, Open AI. Về câu hỏi, đánh cược vào những data center có cho phép nước Pháp vực dậy kinh tế và mang lại công việc làm cho người dân hay không, giới trong ngành đồng loạt trả lời là không. Một quan chức tại thành phố La Courneuve so sánh : Với một diện tích tương đương, mở một nhà máy công nghiệp chế tạo trực thăng Eurocopter, cho phép tạo thêm 700 công việc làm, nhưng với một trung tâm xử lý dữ liệu thì chỉ cần tuyển dụng 36 nhân viên.
Honeywell gehört zu den großen Namen der amerikanischen Industrie. Doch an der Börse blieb die Aktie in den vergangenen Jahren hinter vielen Wettbewerbern und auch hinter wichtigen Indizes zurück. Genau deshalb rückt die geplante Aufspaltung des Konzerns jetzt in den Mittelpunkt.Aus dem bisherigen Mischkonzern sollen klarere Einheiten entstehen: Honeywell Aerospace wird abgespalten, während sich das verbleibende Honeywell stärker auf Automatisierung, Gebäudetechnik und industrielle Technologien konzentriert. Für Anleger stellt sich damit eine spannende Frage: Wird der Aerospace-Spin-off zur großen Chance, oder zeigt die Aufspaltung vor allem, wie schwach das Wachstum im bisherigen Konzern zuletzt wirklich war?In dieser Honeywell Aktienanalyse 2026 geht es um die langfristige Kursentwicklung, den Vergleich mit Wettbewerbern wie Siemens, ABB, Schneider Electric und Howmet Aerospace, die Rolle des Luftfahrtgeschäfts, die Entwicklung von Umsatz, Gewinn, Dividende und Verschuldung sowie die aktuelle Bewertung der Honeywell Aktie.Besonders interessant ist der Aerospace-Bereich: Honeywell ist in vielen kommerziellen Flugzeugen, Business Jets sowie im Verteidigungs- und Raumfahrtbereich tief verankert. Gleichzeitig wächst genau dieser Bereich deutlich stärker als andere Teile des Konzerns. Die entscheidende Frage lautet daher: Sollte man die Honeywell Aktie bereits vor dem Spin-off kaufen, oder lieber warten, bis Honeywell Aerospace eigenständig an der Börse handelbar ist?
Dans cet épisode des Voix de l'Économie, Stéphane Pedrazzi s'entretient avec François Monnier, le directeur de la rédaction du magazine Investir. Ensemble, ils plongent au cœur de la bataille pour la souveraineté européenne, une course qui allie l'urgence du sprint et l'endurance du marathon.Tout d'abord, ils reviennent sur les récentes annonces qui ont marqué cette course, à commencer par le sommet Choose France, qui a permis d'attirer 93 milliards d'euros d'investissements étrangers, un record. Mais au-delà de ces chiffres impressionnants, c'est toute la fragilité de l'Europe qui est mise en lumière, notamment dans des secteurs stratégiques comme la santé et la défense. François Monnier souligne ainsi que 80% des molécules de base essentielles pour la fabrication de médicaments sont produites hors d'Europe, rendant le continent vulnérable face à des crises sanitaires. De même, dans le domaine de la défense, la dépendance aux technologies et aux groupes américains est préoccupante, malgré le statut de la France en tant que l'un des principaux exportateurs d'armes.Mais ce n'est pas tout. Le retard européen est également criant dans des secteurs clés comme les semi-conducteurs, où l'Europe peine à rattraper son retard face aux États-Unis et à l'Asie. Pourtant, un domaine où l'Europe brille, c'est celui de l'électrification, avec des champions français comme Schneider Electric, Nexans ou encore Engie.Tout au long de l'entretien, François Monnier partage son expertise et son analyse, offrant aux auditeurs une plongée passionnante dans les enjeux de la souveraineté européenne. Un épisode à ne pas manquer pour comprendre les défis et les opportunités qui se dessinent pour le Vieux Continent.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
For more than 15 years, the RCP8.5 climate scenario has shaped headlines, policy decisions, financial stress tests and public understanding of climate risk. Now, the scientific community has declared it implausible. So what comes next? This week on Cleaning Up, Michael Liebreich welcomes Professor Roger Pielke Jr. back to explore why RCP 8.5 became the dominant "business as usual" climate scenario, and what its demise means for climate research, policymaking and public debate. They discuss the origins of the scenario, how assumptions about coal consumption drove projections beyond plausible futures and ask whether fear-based climate communication has ultimately helped or hindered public support for climate action. They tackle tipping points, extreme weather, climate policy, scientific self-correction, and the crucial question of how societies should respond to climate risk in a world that is still warming. Until recently, Roger was a tenured professor at the University of Colorado at Boulder. He is now senior fellow at the American Enterprise Institute and publishes an influential Substack called The Honest Broker. He last made an appearance on Cleaning Up in June 2022. If you want to know the background to the RCP8.5 controversy you should listen to that episode, linked below. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Van Vuuren's 2026 paper on RCP8.5 becoming implausible: https://gmd.copernicus.org/articles/19/2627/2026/ Van Vuuren's 2011 paper on the development of the Representative Concentration Pathways (RCPs): https://link.springer.com/article/10.1007/s10584-011-0148-z The Honest Broker Substack: https://rogerpielkejr.substack.com/ Michael's writeup on RCP8.5: https://mliebreich.substack.com/p/rcp-85-is-officially-bollox Roger Pielke Jr's past appearance on Cleaning Up: https://www.youtube.com/watch?v=K2LpMpkrP1w Johan Rockström on Cleaning Up: https://youtu.be/eIJkt_mY12s Jim Skea on Cleaning Up: https://youtu.be/oAWUdL5ZKsk
This week Shawn Tierney meets up with Nick Rosner of Schneider Electric to discuss VFD and HVAC Applications in this episode of #TheAutomationPodcast. For any links related to this episode, check out the “Show Notes” located below the video. Watch The Automation Podcast from The Automation Blog: Listen to The Automation Podcast from The Automation Blog: The Automation Podcast, Episode 273 Show Notes: Special thanks goes out to Nick Rosner of Schneider Electric for coming on the show, and to Schneider Electric for sponsoring this episode. Until next time, Peace ✌️ If you enjoyed this content, please give it a Like, and consider Sharing a link to it as that is the best way for us to grow our audience, which in turn allows us to produce more content
A visit to TeraWulf's Lake Mariner campus reveals how AI infrastructure is evolving far beyond the traditional data centre Standing beside the former Somerset coal-fired power station on the shores of Lake Ontario, it was difficult to miss the scale of what is now taking shape. (See photo above of the Lake Mariner facility under construction). Construction crews were working across the Lake Mariner campus, where TeraWulf is transforming a site once associated with coal-fired electricity generation, and later bitcoin mining, into a major AI and high-performance computing facility. One of the largest buildings currently under development, known as CB-4, spans approximately 330,000 square feet, equivalent to more than four full-sized football pitches under one roof. The site was one of several stops during a Schneider Electric-hosted visit to Buffalo, New York examining the infrastructure emerging around large-scale AI computing. While much public discussion focuses on AI software and increasingly powerful processors, the visit highlighted something less visible: the industrial infrastructure now being built to support the next generation of AI systems. Lake Mariner's story is also one of industrial regeneration. Rather than developing a completely new location, TeraWulf is repurposing an established industrial site, reusing land, transmission infrastructure and grid connections already associated with power generation. The company has stated that its operations are powered predominantly by zero-carbon electricity, drawing on hydroelectric and nuclear generation available through New York State's electricity system, alongside solar generation currently under development on site. During a tour of the campus, Sean Farrell, COO of TeraWulf, described a project being delivered at remarkable speed. Around 1,600 people are involved across engineering, construction and specialist trades. "We work around the clock," Farrell said. According to Farrell, facilities that once took years to deliver are now being brought online in less than 12 months. The speed of development was one of the most striking aspects of the visit. Walking around the site, it became clear that this was no longer simply a story about data centres. Alongside the buildings themselves were substations, transformers, cooling systems, power distribution equipment and extensive electrical infrastructure. Having toured Lake Mariner, I asked Robert Bunger, Global Director of Data Centre Solution Architecture at Schneider Electric, whether the industry had reached a point where access to power, cooling and grid capacity now matters as much as constructing new facilities. Bunger's answer was immediate. "Scale, capacity and grid capacity," he said. "Absolutely." The response reflected much of what visitors had seen throughout the day. The challenge facing operators is no longer simply creating more data centre space. It is securing enough power, cooling and supporting infrastructure to keep pace with rapidly growing AI workloads. Speed is also becoming a critical factor. Throughout the visit, Farrell, and later Bunger, returned to the challenge of delivering infrastructure quickly enough to meet demand. The issue is no longer limited to buildings. Power equipment, cooling systems, specialist engineering expertise and supply chain capacity all have to be available at the right time. Facilities that once took years to deliver are now expected in months. For operators competing to support AI customers, the ability to deploy infrastructure rapidly is becoming a competitive advantage in its own right. One of the questions I put to Bunger concerned the growing industry discussion around 800 VDC and new high-density power architectures. Was this simply another technical trend, or evidence that traditional data centre electrical architectures were no longer sufficient for AI-scale workloads? Bunger's answer suggested the latter. "The need to change the way we're doing things from a ...
Après un début de séance sans direction claire, la tendance s'est nettement détériorée lundi.La bourse de Paris a finalement basculé dans le rouge : le CAC 40 a reculé de 0,45%.À l'origine de ce retournement, un brusque regain des tensions au Moyen-Orient.Selon plusieurs informations, l'Iran envisagerait de suspendre ses discussions avec Washington en réaction aux opérations militaires israéliennes au Liban.Conséquence immédiate, le pétrole s'est envolé avec un Brent en hausse de plus de 6,5 %, proche des 97 dollars le baril.Dans ce contexte tendu, la dynamique positive du secteur technologique est passée au second plan, même si des valeurs comme Capgemini, Dassault Systèmes ou Schneider Electric sont parvenues à rester dans le vert, soutenues par l'enthousiasme autour de l'intelligence artificielle.Outre-Atlantique, c'est Nvidia qui a présenté un nouveau processeur qui intègre directement des capacités d'IA dans les ordinateurs. Le titre progressait de 8,76% à la clôture des marchés européens. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
This episode explores "insetting" or the investment in emissions reductions or removals directly within a company's value chain. Zander Dale, a Managing Consultant at Schneider Electric explains what insetting is, how it differs from offsetting, and the common project types such as regenerative agriculture, agroforestry, supplier energy efficiency and low‑carbon processing. Listen to learn why insetting matters for scope 3 targets, how credibility and accounting work, and how insetting can deliver carbon reductions alongside nature, biodiversity and supply‑chain resilience benefits.
È ancora aperta la partita sul futuro degli sconti sulle accise. A pochi giorni dalla scadenza del 6 giugno, nel governo si moltiplicano le valutazioni su costi e benefici di un nuovo eventuale intervento sui carburanti, senza che sia ancora maturata una decisione definitiva. Dalla primavera a oggi il taglio delle accise ha cambiato più volte intensità: si è partiti da uno sconto consistente, attorno ai 24 centesimi al litro, per arrivare a una progressiva riduzione. Nell'ultimo decreto il governo ha dimezzato lo sconto sul gasolio, portandolo a circa 12 centesimi al litro, mentre per la benzina il taglio è rimasto più contenuto, attorno ai 6 centesimi. Una modulazione dettata dall'esigenza di contenere l'impatto sui conti pubblici: il conto complessivo dell'operazione sfiora i 2 miliardi di euro, una cifra che rende difficile immaginare ulteriori proroghe senza coperture solide.OSPITE: Davide Tabarelli, presidente Nomisma EnergiaSoftBank investe 75 miliardi in Francia per costruire il più grande hub IA d EuropaSoftBank scommette sulla Francia per accelerare la corsa europea all'intelligenza artificiale (IA). Il gruppo giapponese guidato da Masayoshi Son ha annunciato, secondo quanto rivelato dal Financial Times, un impegno fino a 75 miliardi di euro per sviluppare una vasta rete di infrastrutture dedicate al calcolo avanzato, un progetto che, se completato, diventerebbe il più grande complesso di data center per l IA del continente. L investimento rappresenta il più importante impegno nel settore dell'intelligenza artificiale assunto da SoftBank al di fuori degli Stati Uniti e offre un importante successo politico al presidente francese Emmanuel Macron alla vigilia dell'edizione 2026 di Choose France , l evento con cui Parigi cerca ogni anno di attirare capitali e investimenti internazionali.La decisione - secondo il quotidiano britannico - è maturata rapidamente dopo una cena tra Macron e Son svoltasi a Tokyo all inizio di aprile. In quell'occasione il presidente francese avrebbe illustrato i punti di forza del Paese per ospitare infrastrutture ad alta intensità energetica, puntando in particolare sulla disponibilità di energia nucleare e su procedure autorizzative accelerate per gli impianti legati all'intelligenza artificiale. «SoftBank è orgogliosa di assumere questo importante impegno nei confronti della Francia», ha dichiarato Son. Secondo il fondatore e amministratore delegato del gruppo, le capacità industriali francesi, la disponibilità di competenze specializzate e l ambizione nazionale nel settore tecnologico rendono il Paese uno dei candidati più credibili a diventare un polo europeo dell'intelligenza artificiale. Uno dei principali poli sorgerà a Dunkerque, dove SoftBank collaborerà con Schneider Electric per creare un hub dedicato sia alle infrastrutture per l'intelligenza artificiale sia alla produzione di tecnologie robotiche. La posizione geografica del sito, affacciato sul Mare del Nord e vicino a importanti mercati come Londra, Bruxelles e Amsterdam, è considerata uno degli elementi strategici dell'iniziativa.OSPITE: Danilo Ceccarelli, collaboratore del Sole 24 ore da Parigi Easyjet vola in Borsa sulla manifestazione di interesse di CastlelakeEasyjet bolla come "altamente opportunistica la tempistica" con cui la società di investimento Castlelake sta valutando un'offerta per il vettore britannico e afferma di "non aver avuto alcuna discussione, né di aver ricevuto alcun approccio o proposta" dal potenziale acquirente. Venerdì scorso, a Borsa chiusa, Castlelake aveva reso noto di disporre di una quota del 2,1% nel vettore britannico e di valutare un'offerta a non meno di 403,23 pence ad azione. Sul listino di Londra Easyjet balza stamattina dell'11,6% a 444,1 pence. Il board di Easyjet, si legge nella risposta del vettore britannico, pubblicata poco prima dell'apertura di Borsa, "ha chiaro il proprio dovere di massimizzare il valore per gli azionisti e prenderà in considerazione qualsiasi proposta" ponendo attenzione "in particolare alla valutazione e alla fattibilità" dell'operazione. Con riguardo al primo punto il board rileva "il timing altamente opportunistico" di un'offerta nel momento in cui "il prezzo delle azioni è temporaneamente depresso a causa dell'attuale situazione in Medio Oriente e del suo impatto sulla fiducia dei clienti e sui prezzi del carburante". In tema di fattibilità il cda "rileva le considerevoli sfide normative, finanziarie e operative associate a una potenziale acquisizione di easyJet". Andrea Giuricin, Docente di Economia dei Trasporti all'Università Bicocca di Milano, autore di "Alitalia La privatizzazione infinita" Nvidia sfida Intel e Apple con un nuovo superchip per PcNvidia entra nel mercato dei chip per pc con il nuovo RTX Spark Superchip, che debutterà nei pc fissi e portatili delle principali marche dal prossimo autunno. L'annuncio, riferiscono i media internazionali, è stato fatto dal ceo di Nvidia, Jensen Huang, alla fiera Computex a Taipei. Il 'superchip' di Nvidia rappresenta una sfida diretta a gruppi come Intel, Qualcomm, Amd e Apple, aprendo una nuova linea di business per il colosso da 5,1 trilioni di dollari di capitalizzazione. "Il più efficiente chip per pc mai costruito", come lo ha definito Huang, sarà utilizzato da Dell, Asus, Hp, Lenovo, Microsoft, Acer e Msi.Il superchip di Nvidia, che lavorerà con il software Windows di Microsoft, è una combinazione di un microprocessore e di un chip grafico, realizzato con la collaborazione di MediaTek, e consentirà di eseguire applicazioni e modelli di intelligenza artificiale. La sua fabbricazione aumenta la competizione nel settore dei chip per pc e segnala come Nvidia, che occupa una posizione dominante nel settore dei semiconduttori per le infrastrutture di intelligenza artificiale, stia ampliando la sua offerta, sviluppando chip integrati che alimentano l'intero computer, con l'obiettivo di intercettare i flussi di spesa dei consumatori per sostituire pc datati, messi a dura prova dalle nuove applicazioni di intelligenza artificiale, con laptop più performanti.OSPITE: Alessandro Plateroti, Direttore editoriale Ucapital.com
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den Milliardenkauf von Berkshire, den Profiteur eines Mega-KI-Projekts in Frankreich und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Taylor Morrison, D.R. Horton, Lennar, PulteGroup, SoftBank, Schneider Electric, BioNTech, Microsoft, Nvidia, Intel, AMD, Hochtief, Zalando, Porsche Automobil Holding, iShares Core MSCI World ETF (WKN: A0RPWH), Sony Financial Group, JD Sports, Barratt Redrow, Auto Trader, Entain, Pinterest, DraftKings, The Trade Desk, Zillow, LEG Immobilien, PLS (ehemals Pilbara Minerals), Var Energi, Equinox Gold, TechnipFMC, Medline, Circle Internet Group, Alphabet, Apple, Amazon, Tesla, Micron, UBS, Apollo Global Management, EQT, Partners Group, Partners Group Private Markets Evergreen (ISIN: LU2716887091). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Au sommaire :Le sommet de Choose France à Versailles annonce des investissements records, notamment avec un investissement de 75 milliards d'euros du japonais SoftBank pour construire des data centers en partenariat avec Schneider Electric.La Fédération Nationale de l'Immobilier prévoit une baisse du nombre de transactions immobilières en France cette année, en raison de la remontée des taux d'intérêt et de l'incertitude économique.Le SMIC augmente de 2,4% à compter d'aujourd'hui, soit 44 euros bruts de plus par mois, ce qui relance le débat sur les augmentations de salaire et la réouverture des négociations dans les branches et les entreprises.Le pôle scientifique et technologique de Paris-Saclay organise son Spring Summit pour attirer les investisseurs et financer l'innovation dans les start-ups.La verrerie Duralex, reprise il y a deux ans par ses salariés sous forme de Scop, doit demander son placement en redressement judiciaire dans les prochains jours.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
En Capital Intereconomía seguimos la apertura del Ibex 35 y de las principales bolsas europeas en una jornada marcada por la tecnología, los bancos centrales y las expectativas sobre inflación y tipos de interés. En el análisis de mercados, Juan Luis García Alejo, de Grupo Andbank, pone el foco en el regreso de NVIDIA al mercado de ordenadores personales con una nueva generación de superchips, reforzando su apuesta por extender el ecosistema de la inteligencia artificial más allá de los centros de datos. También analiza el avance de Schneider Electric, uno de los grandes beneficiados de las tendencias ligadas a electrificación, digitalización y eficiencia energética, así como la operación protagonizada por Berkshire Hathaway, que sin la presencia directa de Warren Buffett continúa ejecutando adquisiciones estratégicas como la compra de Taylor Morrison. En el plano monetario, destaca las advertencias de Isabel Schnabel sobre el riesgo de que las expectativas de inflación se desanclen, así como el mensaje de Jerome Powell, quien reconoce que la Reserva Federal está siendo sometida a una auténtica prueba de estrés por el complejo equilibrio entre inflación, crecimiento y estabilidad financiera. Terminamos la hora con el consultorio de bolsa junto a Javier Cabrera, analista de XTB, respondiendo a las dudas de los oyentes sobre valores nacionales e internacionales y las oportunidades que ofrece el mercado en el actual entorno de volatilidad.
Au sommaire :Une proposition de loi pour protéger les élèves des violences doit être débattue aujourd'hui à l'Assemblée nationale. Un record d'investissements est attendu au sommet Choose France à Versailles. L'entreprise SoftBank devrait débourser 75 milliards d'euros dans un projet de data centers en partenariat avec Schneider Electric.Hausse du SMIC de 2,4%.Visite en France du ministre algérien de l'intérieur. 780 personnes ont été interpellées en France lors des incidents liés à la victoire du PSG à la Ligue des champions. Plus de 450 personnes ont été placées en garde à vue. La France a demandé une réunion d'urgence du Conseil de Sécurité de l'ONU pour aborder la question du Liban, où Israël ne cesse d'étendre son offensive.La librairie du Furet du Nord demande son placement en redressement judiciaire. Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Schneider Electric, a global energy technology leader, will showcase the latest advancements in its AI-Ready solutions portfolio, designed to support next-generation AI factories and large-scale digital infrastructure, during Datacloud Global Congress 2026. As governments and businesses globally continue to accelerate investments in artificial intelligence (AI) to drive economic growth, AI infrastructure is becoming one of the defining industrial challenges of the decade. According to Morgan Stanley Research, nearly $3 trillion of AI-related infrastructure investment is expected to flow through the global economy by 2028, while Gartner forecasts worldwide AI spending will exceed $2.5 trillion in 2026 alone. Central to the AI revolution are data centers, which are transforming into the AI factories of the future. As AI workloads become more compute-intensive, operators are facing unprecedented demands around power availability, rack density, cooling and infrastructure resiliency. Throughout Datacloud Global Congress, which takes place from the 1st to the 4th June 2026, Schneider Electric will demonstrate how organizations can deploy AI-ready infrastructure responsibly through next-generation power architectures, liquid cooling technologies, intelligent software, and digital services. Keeping pace in the race for AI On 2nd June at 10.30am, Frédéric Godemel, EVP, Energy Management Business at Schneider Electric, will join executives from Oracle, DATA4, QTS Data Centers and CBRE for the Keynote Panel, entitled 'How is the Data Center Ecosystem Keeping up with AI Demand', to discuss why neocloud's have become the next disrupter in the market, how their deployments differ from hyperscale and enterprise requirements, and how Europe can keep pace in the race for AI. Additionally, on the 2nd June at 12pm, Schneider Electric will host a panel discussion exploring how operators can de-risk their energy investments via innovative project structures, stronger utility collaboration, and greater engagement with local governments. Thierry Chamayou, Vice President of Cloud and Service Providers in EMEA at Schneider Electric, will join industry experts from GreenScale, Trench Group, Kao Data, JSM Group and Solar Turbines to discuss the strategies needed to support responsible AI infrastructure growth. "AI is fundamentally reshaping the future of digital infrastructure, creating new demands around power, cooling and resiliency, at unprecedented scale," said Marc Garner, Global President, Cloud and Service Provider Segment, Schneider Electric. "At Datacloud Global Congress, we will demonstrate how collaboration across the ecosystem is enabling the next generation of AI factories and helping organizations build scalable, resilient and sustainable infrastructure, built for the AI era." Design, build, simulate and operate On the 1st June at 12pm, Sébastien Cruz-Mermy, VP Datacenter Innovation at Schneider Electric, will lead a technical innovation session focused on the future of AI factories and the infrastructure strategies required to support them. During the session, Sébastien will explore how ultra-high-density rack design, next-generation DC power delivery architectures and resilient cooling strategies are becoming critical to enabling the future of AI infrastructure at scale. The session comes as Schneider Electric continues to expand its AI infrastructure ecosystem. Later, Schneider Electric and NVIDIA will also co-host an exclusive invitation-only executive briefing, bringing together senior leaders and industry experts to discuss the evolving landscape of AI-driven infrastructure and explore NVIDIA's 5?Layer Cake framework, including the DSX Blueprint, supported by Digital Twins, that bridge the gap between design, deployment, and operations. Designed as a high-level executive networking experience, the event will feature strategic discussions focused on how advanced technologies are reshaping data centers and accelerating innovation at...
As electricity demand rises and renewable generation continues to expand, the same question keeps arising: how do we keep power systems reliable, affordable and resilient? This week, Michael Liebreich is joined by Håkan Agnevall, CEO of Wärtsilä, to discuss the changing role of flexible generation in modern electricity systems, the growing importance of grid stability, and why balancing technologies will be critical as renewables become an ever-larger share of the global energy mix. They explore how rapidly growing electricity demand, including from data centres, is reshaping investment decisions, why flexible gas generation may play an important transitional role, and how batteries, renewables and thermal assets can work together to build a more resilient power system. The conversation also examines the future of shipping decarbonisation following delays to the International Maritime Organisation's proposed global carbon-pricing mechanism, the importance of fuel flexibility for vessel owners, and how digital technologies and AI are improving efficiency across industry. Håkan and Michael cover a wide variety of topics, including: Why flexible generation remains essential in renewable-heavy grids How growing electricity demand is changing energy infrastructure planning The role of gas engines, batteries and storage in maintaining grid stability What data centres mean for future power systems Shipping decarbonisation and the IMO's delayed carbon-pricing vote Fuel flexibility and efficiency in maritime transport How industrial companies are using AI to improve performance and reliability Energy security, competitiveness and the changing geopolitical landscape Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Wärtsilä's website: https://www.wartsila.com/ Episode 208 with Anders Lindberg, Wärtsilä's head of energy: https://www.youtube.com/watch?v=UtsCCJ4o1WA Episode 229 with Professor Tristan Smith of UCL, on the delayed IMO agreement: https://www.youtube.com/watch?v=HdUCidkeDto Episode 235 with Rob Dunn, inside the Start Campus data centre: https://www.youtube.com/watch?v=juAyLAUmU3w
Schneider Electric and Motivair showcase how AI is reshaping cooling and power systems inside modern data centres Irish Tech News joined a group of international technology and infrastructure media in Buffalo, New York last week for a Schneider Electric-hosted briefing and site visits focused on the infrastructure emerging around AI computing. The programme included presentations from Schneider Electric engineers and executives, a visit to Motivair, the liquid cooling company acquired by Schneider Electric in 2024, and tours of TeraWulf's expanding AI infrastructure campus in New York State, where Schneider Electric technologies are being deployed as part of the wider infrastructure buildout. A major theme throughout the visit was the speed at which new cooling, power and infrastructure solutions are now being deployed as AI systems dramatically increase computing density inside modern data centres. For years, most data centres relied mainly on air cooling. Chilled air circulated through server halls to remove heat generated by computing equipment. That model worked reasonably well for earlier generations of enterprise computing and cloud infrastructure where heat densities were lower. Companies such as NVIDIA have dramatically increased the processing power packed into these systems, particularly for AI training and inference workloads. The result is that modern AI racks can generate far greater levels of heat than previous generations of computing infrastructure. According to Tuan Hoang, Head of Product Development and Innovation for Schneider Electric's cooling business, traditional air cooling systems are now approaching practical limits at very high rack densities. "Liquid cooling allows us to do that," Hoang told me during the visit. "It has 4,000% more heat capacity than air." At the Motivair facility and later at the TeraWulf site, journalists were shown examples of liquid cooling systems now being deployed beside high-density AI infrastructure. See photo above. Instead of relying entirely on chilled air circulating through server halls, the systems use liquid circulating through cooling units connected into server environments to remove heat more efficiently and closer to the chips themselves. The visual impression is quite different from the public image many people still have of data centres. Large pipework systems, cooling units, power systems and engineering infrastructure increasingly dominate these environments as AI deployments scale. Hoang stressed repeatedly that air cooling is not disappearing entirely. "It is still necessary," he explained, particularly for wider facility environments and supporting infrastructure. What is changing is the balance between air and liquid cooling as AI workloads become denser and more power-intensive. Another major theme during the Buffalo visit was speed. AI infrastructure operators increasingly want facilities operational as quickly as possible because expensive GPU systems only generate returns once deployed and running. That pressure is driving growing interest in modular infrastructure, prefabricated systems and repeatable engineering designs which can be deployed more rapidly than traditional bespoke builds. The scale and pace of construction at the Lake Mariner TeraWulf campus reflected that urgency. One AI-focused facility is already operational while further expansion continues across the wider site. Hoang also discussed the growing challenge of adapting existing data centres for AI workloads rather than building entirely new facilities from scratch. "A lot of customers are trying to retrofit existing data centres," he said during the interview, explaining that many operators are now attempting to adapt infrastructure originally designed for lower-density cloud computing. That pressure is one reason modular cooling systems and repeatable infrastructure designs are becoming increasingly important as AI deployments scale. The discussions also highlighted how AI is be...
Au sommaire :Le président Emmanuel Macron a lancé un appel à la mobilisation générale pour l'électrification de la France, avec de nombreuses annonces d'investissements et d'innovations de la part des entreprises du secteur de l'énergie.La France souhaite réduire sa dépendance aux hydrocarbures importés en misant sur l'électrification, un pari soutenu par les entreprises françaises leaders dans ce domaine comme Schneider Electric, Sonepar ou Nexans.La marque Ferrari a fait sensation en lançant son premier modèle de voiture électrique, la Luce, qui soulève cependant de nombreuses critiques sur son manque d'authenticité par rapport à l'ADN de la marque.Le député européen et philosophe Raphaël Glucksmann se lance dans la course à la présidentielle, avec un délai de 3 mois pour décider de sa candidature et s'imposer comme le candidat naturel de la gauche.Les autorités françaises renforcent la sécurité autour des lieux de culte musulmans à l'approche de la fête de l'Aïd el-Kébir, dans un contexte de recrudescence des actes antimusulmans.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Host Russell Reading speaks with Craig Konz, Renewable Energy Carbon Advisory Manager from Schneider Electric about the emerging practice of adding battery storage to virtual power purchase agreements (VPPAs). They cover financial and non-financial benefits including risk reduction, accounting effects, grid stability and potential revenue streams, as well as common deal structures seen in the U.S. and Europe. The conversation also explores developer perspectives, revenue-sharing models, forecasting challenges as storage proliferates, and a call for creative, win-win offers that evolve with markets and support grid resilience.
Pablo García, director general de Divacons Alphavalue, repasa los protagonistas de la sesión en Europa, con vistazo a Ferrari, Delivery Hero y Schneider Electric.
Change management in manufacturing breaks down at the people layer, not the technology layer. This episode explains how engineering leaders actually drive adoption.Ronald Sherrod is a Staff Automation Engineer at Regeneron deploying a global event based architecture and Unified Namespace rollout across pharmaceutical operations. Ron, Vlad Romanov, and Dave Griffith dig into the parts of change management that rarely make it onto vendor decks. Subscribe to Manufacturing Hub for weekly conversations with industrial automation practitioners.Want to go deeper? Vlad and the team at Joltek have covered related topics here:Digital Transformation in Manufacturing: https://www.joltek.com/blog/digital-transformation-in-manufacturingMastering the Unified Namespace for Manufacturing: https://www.joltek.com/blog/mastering-unified-namespace-uns-a-guide-to-data-driven-manufacturing-transformationRon makes a point that is rarely stated this directly. The organization implementing the change is the one responsible for it. OEMs and system integrators deliver the box. Consultants help interpret it. Auditors do not call the machine builder when something goes wrong on the floor of a regulated pharmaceutical plant. They walk into the manufacturer and ask whether the audit trails hold up, whether the predicate rule was met, and whether the product is safe for patients. That responsibility cannot be outsourced, even when the technical work is.That framing changes how engineering managers should think about RFP scope. If the scope is loose, the integrator absorbs the risk and prices accordingly. If the scope is rigorous, bids come back tight and comparable. Negotiating power changes with the size of the buyer. A large pharmaceutical company can dictate hypercare windows, on site commissioning support, and structured training. A small to mid sized manufacturer often cannot, and the result is the metaphorical Ferrari on the plant floor that only ever gets used for grocery runs. Capital was deployed. The technology works. The operation never adopted it.The episode also goes deep on tribal knowledge and the industrial elder, the technical anchor who carries the institutional history of a unit or process and is often more valuable than the Excel file on a network drive. Senior operators know why a pipe was rerouted fifteen years ago and why a procedure looks irrational on paper but works perfectly in practice. With 59 percent of frontline skilled workers over 55 planning to retire within five years per the Schneider Electric 2024 workforce survey, capturing that knowledge is now a leadership priority, not an engineering task.On planning, Ron walks through how he runs user story workshops with operators, manufacturing leaders, engineers, and developers in the same room, producing a shared data contract that defines what information moves where, who needs it, and why. He cites a successful SCADA deployment that worked because the organization had inertia, operators had asked for the problem to be solved, and the team was closing a real gap rather than chasing a trend.Ronald Sherrod is a Staff Automation Engineer at Regeneron, a chemical engineer by training who moved from oil and gas into pharma and now works on event driven architecture, UNS, and robotics initiatives. Ron: https://www.linkedin.com/in/rdsherrod/Timestamps0:00 Welcome and Episode Intro1:50 Ron's Career: Oil and Gas to Pharma at Regeneron4:30 Defining Change Management and Its KPIs8:30 Change Management vs Operational Excellence11:50 Who Owns Change Management on Industrial Projects17:00 Negotiating Power: Large vs Small Manufacturers20:30 Why Capital Projects End Up Mothballed22:10 Tribal Knowledge and Learning From Operators26:00 Why Industrial Projects Fail29:00 The Industrial Elder and Passing Knowledge Through People31:30 AI Generated Documentation in Manufacturing35:50 Project Planning and the RFP Process47:50 A Successful SCADA Deployment and User Story Workshops54:30 Predictions, Career Advice, and Smart GlassesAbout Your HostsVladimir Romanov is a cohost of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Dave Griffith is a cohost of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub
“Accessibility starts with awareness. When we design with accessibility in mind, everyone benefits.” In this special episode of the AI at Scale Podcast, released on Global Accessibility Awareness Day 2026, Rick Blair, Senior Principal, Digital Accessibility Program Manager at Schneider Electric, shares a perspective on AI accessibility everyone should hear. Based on his personal and professional experience, he explains how AI is already changing daily life for people with disabilities. Tools such as image recognition and content generation are enabling independence, improving productivity, and opening new opportunities. In this episode, you'll hear about: ✔ how AI supports accessibility in real-life scenarios and helps create more inclusive digital experiences ✔ what barriers still exist in digital environments ✔ why awareness and inclusive design matter at every stage For C-level executives, it is a clear call to act , and unlock the full value of AI for people, performance, and growth.
In this special episode of Cleaning Up from San Francisco Climate Week, Michael Liebreich and Bryony Worthington unpack the geopolitical shocks reshaping the global energy transition. From escalating tensions in the Gulf and their impact on oil and LNG markets, to China's accelerating electrification revolution, the conversation explores how energy security, industrial strategy and climate ambition are colliding in real time. Bryony and Michael debate whether the West can realistically compete with China's manufacturing dominance, why electrification is becoming the defining energy strategy across Europe and Asia, and whether hydrogen has any meaningful role left to play. They also examine California's energy paradox, the future of AI-driven electricity demand, and whether nuclear power can help meet the coming compute boom. Along the way, they tackle the politics of trade, the economics of resilience, the rise of clean tech nationalism, and the uncomfortable societal questions posed by artificial intelligence and automation. This episode covers: The energy implications of instability in the Middle East Why electrification is accelerating globally China's EV and battery dominance The future of LNG, coal and renewables in Asia Why Michael thinks hydrogen is dead policy walking AI, data centres and the coming electricity crunch California's clean energy transformation Whether nuclear power can support the AI revolution Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: Absolutely Electrifying - Ep158: Saul Griffith: https://www.youtube.com/watch?v=238XVTF4ang How Nvidia Made Chips 100,000x More Efficient | Ep215: Josh Parker: https://www.youtube.com/watch?v=k0KtA9WKZ3U The Future of Clean Tech Under Trump — Ep198: Jigar Shah: https://www.youtube.com/watch?v=PCOaF-qQ_TU
Jen Swem is the Vice-President of Overall Excellence and AI, and Jack McCauley is the Vice-President of U.S. Channel Sales for Schneider Electric.
The energy system is not about supply and exports and generation and distribution. It's about how we use energy in our daily lives and workplaces. The so-called energy trilemma, affordability versus reliability versus environmental performance looks very theoretical in the boardrooms of an NGO or a consulting company. But it's not theoretical at all for someone struggling to run their life, do their job and pay their bills. What we need is a system focused on usage, not on supply. Joining Michael on Cleaning Up this week is Harish Hande, a Bangalore-based social entrepreneur, co-founder and CEO of the Selco Foundation, which focuses on decentralized solar energy solutions for underserved communities. A graduate of IIT Kharagpur with a master's and PhD in energy engineering from the University of Massachusetts, Harish has over three decades of grassroots experience using sustainable energy to drive poverty reduction in rural India. In 2011, he received the Ramon Magsaysay Award for his efforts to make solar power accessible and affordable for the poor through innovative, livelihood‑linked energy services. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: The Selco Foundation: https://selcofoundation.org/ Impact Investing Has it Backward: https://nextbillion.net/impact-investing-backward-time-prioritize-needs-social-enterprises-not-just-investors/ How Solar is Saving 100s of Lives in Sierra Leone — Ep204: Project Bo: https://www.youtube.com/watch?v=z-5QjSfy2SM A Life of Energy Access and Inclusion - Ep20: Richenda Van Leeuwen: https://www.youtube.com/watch?v=8tyk1xcf7nQ What India Gets Right About The Energy Transition | Ep226: Dr Arunabha Ghosh: https://www.youtube.com/watch?v=qMrn-JewoCo
In this episode of AI at Scale podcast, I sit down with Ghaia Belaakaria, Senior Data Scientist, Embedded AI at Schneider Electric, to explore a powerful shift in how enterprises think about artificial intelligence. This conversation focuses on embedded and edge AI, where intelligence runs directly on devices, close to the physical world. What you will learn: Why smaller AI models are critical for scalability, robustness, and sustainability How embedded and edge AI improve safety, reliability, and efficiency in real‑world systems Examples of where edge AI is already creating value across segments The trade‑offs leaders must understand when downsizing AI models without losing performance Which future applications—tinyML, robotics, physical AI— will have the biggest impact It is a great episode to rethink AI beyond the cloud and discover a pragmatic perspective on when less can truly be more.
We spend all our time obsessing over the latest healthcare software and completely forget about the electricity needed to run it. Health systems are rapidly hitting a physical wall as new AI tools demand more power than existing buildings can handle.Healthcare IT Today sat down with Malcolm Murray from Schneider Electric to discuss this exact problem. He breaks down why hospitals must prioritize their electrical infrastructure before deploying low-latency edge AI or robotic surgery tools. You will learn why planning microgrids and smarter facilities right now prevents massive headaches at the 11th hour.
Every single scenario for the future that looks at a cleaner energy system has electrification growing to 60, 70, 80% or more, and yet we don't make rapid progress. Why? One of the reasons we don't make progress lies in narratives and culture wars. We hear about heat pumps that don't work, we hear about electric vehicles that don't work, we hear that electrification can't work for high temperature heat and so on, and then we hear a narrative that there is a false solution that will work much better: hydrogen. So how do we electrify things faster? By focussing on what we can do right now, commercially at scale, and removing the barriers that slow those sectors down. Presenting the Electrification Staircase, a tool that breaks down the “Electrify Everything” argument into what can be achieved now, what will be in the near future, and what needs more support to come into being by the middle of the century. This week on Cleaning Up, Michael is joined by the authors of the Electrification Staircase to explore their thinking behind it, how it can be used, and what can be done to get electrification moving even faster. The authors are Adrian Hiel, Director of the Electrification Alliance, Silvia Madeddu, Solutions Architect at Schneider Electric, William Drake, analyst at Liebreich Associates and Thomas Butler, associate at the Regulatory Assistance Project, as well as Michael Liebreich. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links: The Electrification Staircase: https://electrification-alliance.eu/articles/the-electrification-staircase-is-out/ The Electrification Staircase Appendix: https://drive.google.com/file/d/1qfn6xR7g7dXSZTlfkxcpOa8Pp0WKj7BW/view?usp=sharing The Electrification Alliance: https://electrification-alliance.eu/ Regulatory Assistance Project: https://www.raponline.org/ Sylvia Madeddu's Past appearance on Cleanig Up: https://perspectives.se.com/youtube-sustainability-business-schneider-electric/ep103-dr-silvia-madeddu-industrial-heat-is-electrifying
What if the future of service isn't about fixing products — but maximizing customer outcomes?In this episode of UNSCRIPTED, Sarah Nicastro sits down with Ravichandra Kshirsagar, Digital Energy Services VP at Schneider Electric, to explore how service organizations can move from transactional delivery to outcome-based partnerships powered by AI, connectivity, and customer-centric operating models.From designing products for service from the very beginning to creating entirely new roles like the Customer Performance Engineer, this conversation dives into the strategies shaping the future of field service and digital energy services.Key topics include:• Why services are becoming the biggest competitive differentiator• Designing products and platforms for serviceability from inception• Moving from break/fix models to outcome-driven partnerships• How AI is transforming scheduling, planning, and service operations• Organizing around customer segments instead of products• The rise of the Customer Performance Engineer role• Why traditional service playbooks are becoming obsoleteIf you're navigating digital transformation, scaling service excellence, or exploring AI-enabled service models, this episode is packed with practical insights and forward-looking strategies.
This week Shawn Tierney meets up with Christine Bush of Schneider Electric to discuss What’s New and Next in Robotics in this episode of #TheAutomationPodcast. For any links related to this episode, check out the “Show Notes” located below the video. Watch The Automation Podcast from The Automation Blog: Listen to The Automation Podcast from The Automation Blog: The Automation Podcast, Episode 270 Show Notes: Special thanks goes out to Christine Bush of Schneider Electric for coming on the show, and to Schneider Electric for sponsoring this episode. Until next time, Peace ✌️ If you enjoyed this content, please give it a Like, and consider Sharing a link to it as that is the best way for us to grow our audience, which in turn allows us to produce more content
This week Cleaning Up is back in Brussels, with a deep dive into European energy policy as the continent grapples with the reality of ambitious climate targets, very high energy prices and the vulnerabilities of first Russia's attack on Ukraine, and Israel and the US's recent attack on Iran. Michael Liebreich sits down with a rising star of the European Parliament, Thomas Pellerin-Carlin, for a timely conversation at the intersection of energy, geopolitics, and climate strategy. What begins as a discussion on EU energy policy quickly broadens into a much bigger conversation: a blueprint for Europe's survival in a volatile world. Thomas argues that the war in Ukraine is not just about territory, it's about Europe's future. And one of the main battlefields? Energy. The key to peace, he says, lies in breaking Russia's ability to turn oil and gas into power, through a global transition to clean energy. From the inner workings of EU policymaking to the struggle between fossil fuel interests and the Green Deal, this episode dives into: Why Europe must electrify for its own peace and security The political battles shaping the future of EVs, nuclear, and renewables Whether Europe can compete with China and the U.S. in clean tech The concept of an “electro-democracy” alliance Why energy independence may be the only path to freedom Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links and more: Thomas' Bio: https://www.europarl.europa.eu/meps/en/256903/THOMAS_PELLERIN-CARLIN/home The 130 Trillion-Dollar Man - Ep84: Mark Carney: https://www.youtube.com/watch?v=HtA5ufMzKAU The Dane who Harnessed the Wind - Ep139: Henrik Stiesdal: https://youtu.be/7rjuZ_aCsFQ
Regal Renord [sic] Corporation Names Aamir Paul As New CEOIN: Louis Pinkham (24%) will also resign from the Board of Directors effective on his last day as CEO. ININ: Because of Chair Rakesh Sachdev (15%) OUTA powerful counterpoint to a new CEO's powerAxalta Coating Systems (27%)Herc Holdings (14%)Edgewell Personal Care (13%)OUT: “On October 29, 2025, the Company announced that Mr. Pinkham, our CEO, will separate from his role with the Company in connection with a CEO search process being led by the Company's Board. Mr. Pinkham's separation from his role as CEO is expected to occur by June 30, 2026.” OUTWhat took them so long?And what's wrong with their bench? ($8.775M golden hello)Brooke Lang: President, Power Efficiency Solutions (2022-)VP & GM of the Power Components DivisionEaton (2008-2016)Jerry Morton: President, Industrial Powertrain Solutions (2015-)served as President – Integration, Motion Control Solutions from 2021-2023, President of the Power Transmission Solutions from 2019-2021, Vice President, Business Leader of Power Transmission Solutions from 2017-2019, and led the global operations for Regal Rexnord's power transmission business from 2015-2017. Kevin Long: President, Automation and Motion Control (2025-)10 years at Dover Corporation, most recently as Group President of OPW, a global business serving the fluid handling, clean energy, cryogenics, and car wash markets.IN: Aamir spent years at Schneider Electric: essentially a AAA MSCI companyENVIRONMENT: Opportunities in Clean Tech 4.7 industry average/6.4 score (Regal is completely opposite here 4.7/3.0) INOUT: The Board is too entrenched: get rid of Rakesh Sachdev (15%, 18 years) Curtis Stoelting (21 years, 9%), Stephen Burt (15 years) and maybe this could work. OUTUFC CEO Dana White Says WHCD Shooting Was 'Awesome' and He 'Took In Every Minute' of the Incident IN: Dana White is Dana White. Works perfectly for TKO Holdings and Meta Platforms ININ: Because of Ari Emanuel (CEO/founder/Chair of TKO) and Zuck OUT (CEO/founder/Chair of Meta). Ari is the most powerful agent in Hollywood. Zuck is the king of social media addiction. They handle the “adult” business while Dana handles the “middle school” businessTKO Group Holdings: Ari Emanuel 67%Meta Platforms: Zuck 68%; Dana White 0%OUT: Dana White is Dana White. How are major sponsors like Disney going to feel about calling a shooting “awesome.”IN: Look at the Board: these are serious douches and they love this kind of behavior OUTAri Emanuel: known as being the a-hole of Hollywood.Silver Lake's Egon Durban: VC bro, Elon bud, Dell buddy, say no moreTKO COO Mark Shapiro: Hollywood man has served wherever there are bratty boys in charge: TKO, Endeavor (re: Elon, Ar, Egon), Dick Clark Productions, Papa John's, Six Flags, etc.TKO LD Steve Koonin is the CEO of the Atlanta Hawks and used to serve on the WWE and GameStop boards“The Rock”Former WWE CEO Nick KhanNepobaby Jonathan Kraft, NFLOUT: Look at the Board: these are serious douches and they love this kind of behavior. This is male toxic leadership that will eventually screw it all up. Ari Emanuel: known as being the a-hole of Hollywood.Silver Lake's Egon Durban: VC bro, Elon bud, Dell buddy, say no moreTKO COO Mark Shapiro: Hollywood man has served wherever there are bratty boys in charge: TKO, Endeavor (re: Elon, Ar, Egon), Dick Clark Productions, Papa John's, Six Flags, etc.TKO LD Steve Koonin is the CEO of the Atlanta Hawks and used to serve on the WWE and GameStop boards“The Rock”Former WWE CEO Nick KhanNepobaby Jonathan Kraft, NFL AIG names Andersen CEO as Zaffino moves to exec chairIN: You're getting a two-headed monster. Eric Andersen (ex-Aon President) handles the daily operations, while Peter Zaffino stays as Exec Chair to handle the high-level strategy OUTIN: Andersen spent years at Aon. OUTClimate Change Vulnerability 6.2/8.2 Human Capital Development 4.2/4.9 Privacy & Data Security 3.8/5.0OUT: AIG is already strong in the same places: OUTClimate Change Vulnerability 6.2/7.1 Human Capital Development 4.2/6.0Privacy & Data Security 3.8/4.9OUT: Peter Zaffino is a massive personality (32%). He's going to backseat-drive every decision Andersen makes, leading to a paralyzed C-suite. OUTLD John Rice 14%, Diana Murphy 11% (4 boards), Linda Mills 11%No tenure above 10 yearsOUT: Crappy succession planning. Why ignore the bench? Anderson's golden hello has not been disclosed yet but you know it's going to be bad. What about? INCharlie Fry: EVP, Reinsurance and Risk Capital OptimizationJon Hancock: EVP & CEO, General Insuranceleads AIG's three business segments: North America Commercial Insurance, International Commercial Insurance and Global Personal Insurance, and AIG's Claims organization and Chief Underwriting Office.Previously, led AIG's International Commercial Insurance and Global Personal Insurance businesses; former CEO of International General Insurance from June 2020 to December 2023; Director of Performance Management at Lloyd's of London from 2016 to 2020 with responsibilities including oversight of performance and risk management globally across the Lloyd's market.Pearson CEO Omar Abbosh is up for Autodesk board seat as director exitsIN: Omar Abbosh led Microsoft's Industry Solutions. Autodesk is desperate to become an AI software company: Omar is the guy who actually knows how to sell AI to enterprises. INOmar is “Hall of Famer”Autodesk already has 2 hall-of-famers: Ram Krishnan, Rami RahimStephen Milligan (who Omar is replacing) = ROTATIONOUT: Have a director named Jeffrey Epstein OUTIN: Chair Stacy Smith (12%; former CFO Intel) is cleaning up: replacing a hardware guy (Milligan) with a software/AI guy (Omar) OUTOUT: Despite what you might think, don't invest because they have a female board chair: Stacy is a dude. OUTIN: Omar is CEO at Pearson, dealing with the ethics of AI in education: Autodesk is rapidly integrating AI into urban planning and architecture to foster more sustainable, equitable, and efficient cities. All boards need AI dudes like Omar OUTOUT: Omar is the CEO of Pearson. Pearson is in the middle of its own massive AI transition. He doesn't have the bandwidth to be an effective director at Autodesk. He's just a big name OUTOUT: Losing Stephen Milligan (ex-Western Digital CEO) could be trouble: will Autodesk overdo its AI hand? Spend too much, fire too many people? OUTTrump's idea to ‘just buy' bankrupt Spirit Airlines draws GOP backlashIN: CEO Dave Davis (45%) rescued Sun Country. OUTTransportation 12%Law and Government 2%Economics & Accounting 3%Sales & Marketing 0.4%IN: Director (and ALL STAR) Robert Milton (6%). Former CEO/Chair of Air Canada; led the restructuring there; isn't at Spirit to watch it liquidate INOUT: CFO Fred Cromer is presiding over Spirit's second bankruptcy restructuring in under two years OUTOUT: John Bendoraitis has been the COO since 2017. He's been the architect of the operation during Spirit's entire decline—the engine issues, the labor disputes, and the service meltdowns OUTOUT: Trump thinks it's a good idea INSnap (SNAP) Appoints Doug Hott as New CFO.IN: Doug Hott is coming from Amazon. He understands addicted customers.INOUT: former CFO Derek Anderson also came from Amazon. OUTIN: Evan Spiegel (40%) and Robert Murphy (36%), despite owning all the decisionmaking, finally have someone willing to do the dirty work and make decisions (Mr. “16% layoff” Hott is a real man.) INOUT: Former CFO Derek Andersen is bailing right as the company announces layoffs and faces activist pressure from Irenic Capital. Maybe that's a sign? OUTOUT: Evan Spiegel (40%) and Robert Murphy (36%) needed Irenic Capital to realize they needed to fire CFO Derek Andersen OUTOUT: New CFO Doug Hott started by firing 16% of the workforce? He will be hated forever. Plus, why invest in another heartless finance bro treating human beings like line items to be deleted? OUT: Chair Michael Lynton (8%), the only adult with power on the board, was CEO/Chair of Sony Pictures (2004-2017), when the studio faced what is widely considered the most devastating corporate scandal in Hollywood history: the 2014 Sony Pictures Hack. Run. IN
“How much value is hidden in your customer support data?” In this episode of AI at Scale podcast, we bring together two senior leaders: Irina Zubova, Vice President Customer Support & AI Operations at Schneider Electric, and Sam Youssif, Vice President Customer Support at Schneider Electric. Together, they take listeners behind the scenes of one of the world's largest customer support operations, handling over four million interactions annually. Moreover, they explain how AI is fundamentally changing the role of support. What will you learn: How AI is reshaping customer support into a strategic growth engine, Why the future of support is a symbiosis between AI co‑pilots and human expertise, How millions of customer interactions can be transformed into actionable insights for the entire enterprise, Where AI delivers the most value across the end‑to‑end customer support journey, How to scale AI globally while balancing rapid experimentation, governance, and operational excellence.
"We realized early on with our digital transformation that really what we're trying to do is digitize processes and …we really want to transform. But the people that own these business processes are stakeholders, they're in sales, they're in operations, they're in HR, finance, supply chain, so we needed them before we could get started on digitally architecting a solution. So… we take a senior leader from a function and ops or a business unit and ask them to be the business process leader…. and we match you to an IT leader who's also quite senior. So these are VP SVP roles and they're the power couple. So we ask the domain leader on the stakeholder or business side, you define the what and the why, so what is it that you need and why? That's the value part of it….They're a partnership."" Elizabeth Hackenson on Electric Ladies Podcast How do you manage business systems in the middle of an industrial-technology revolution when those very systems are transforming too? They also use massive amounts of energy, water and are made from things like critical minerals, steel, aluminum wires, computer chips, et cetera that are all complicated by climate and energy crises. Listen to Elizabeth Hackenson, Chief Information Officer of Schneider Electric explain how this massive global technology leader transforms itself while helping clients do the same in this fascinating discussion with Electric Ladies host Joan Michelson. You'll hear about: How what a Chief Information Officer's portfolio really is and how they manage it 24/7 across the globe How they are leveraging and managing AI, as well as data centers. How their "power couples" have become a valuable structure for ground up systems transformation with the end user in mind. How they reduce their carbon footprint while helping clients do the same and maintain excellence. Plus, insightful career advice, such as… "First you have to find a company that is interesting to you and what you want to do. And then to me, it's always about focus on delivering what you've been asked to and what you can do. And then opportunity, in my view, opens up. Now sometimes it's at the company you're at and other times it's not. And that's okay…When you're at that 15-year mark, you should have by then figured out what you like, what your interests are and where you want to go next. And you've got to take control of your destiny. And again, I think getting to a company that you believe in, you have the same values, can give you that pathway to whatever it is you're looking for is where to start and then deliver." Elizabeth Hackenson on Electric Ladies Podcast Read Joan's Forbes article about this new report here and more of her articles here too. You'll also like: Microgrids Keep the Lights On - Jana Gerber, President of Microgrids, Schneider Electric Making Infrastructure Resilient - Genevieve Avice-Huet, EVP of Industrial Automation, Schneider Electric (formerly Chief Strategy & Sustainability Officer) Critical Minerals 101 - with Abby Wulf, Critical Minerals expert and former head of Critical Minerals in the U.S. Dept. of Energy Business Leaders Bridging the Climate Gap - Top executives from The Earth Day Women's Summit The State of Energy Today Might Surprise You - Lisa Jacobson, President, Business Council for Sustainable Energy on their 2026 Energy Factbook Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson
What happens when global energy supply chains can no longer be trusted? Has the U.S. given up its edge in the clean energy race to China? And can politics keep up with the speed of the energy transition and the rise of AI? This week on Cleaning Up, Michael Liebreich sits down with former U.S. Energy Secretary Jennifer Granholm for a wide-ranging conversation on the future of global energy, politics, and clean technology. They explore how geopolitical tensions, from disruptions in the Strait of Hormuz to shifting alliances, are reshaping global energy markets and accelerating the move away from fossil fuels. Granholm offers an insider's perspective on the impact of U.S. policy decisions under both Joe Biden and Donald Trump, including the rise, and partial dismantling, of the Inflation Reduction Act and what that means for US clean energy investment, manufacturing, and competitiveness. The discussion dives into the growing divide between ‘petrostate; U.S. and ‘electrostate' China, the global race for dominance in electric vehicles and battery storage (with companies like BYD leading the charge), and the unintended consequences of tariffs and industrial policy. Looking ahead, Granholm reflects on lessons learned from her time in office, what a future Democratic administration might do differently, and the political and economic challenges shaping the road to the next presidential election 2028: inflation, energy affordability, and the disruptive impact of AI on jobs. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links and more: What Democrats Can Learn From the Trump Energy Playbook: https://www.bloomberg.com/news/articles/2026-01-26/jennifer-granholm-democrats-should-use-trump-playbook-for-climate For Real Energy Dominance, We Need the IRA: https://heatmap.news/ideas/energy-dominance-ira-granholm Can Data Centres Play Nice With The Grid? Varun Sivaram & Steve Smith: https://www.youtube.com/watch?v=4kSrgRZUCwE The Future of Clean Tech Under Trump — Ep198: Jigar Shah: https://youtu.be/PCOaF-qQ_TU Why Renewables Are Booming Despite the Politics | Ep245: Miguel Stilwell d'Andrade: https://youtu.be/5oL_XlZ8k_M How the US Lost The Race for Clean Energy | Ep 219: Ethan Zindler https://www.youtube.com/watch?v=YQLkLXt9Uek
This episode recorded live at the Becker's 16th Annual Meeting features Braheem Santos - US Segment Sales & Market Leader, Healthcare, Schneider Electric, and Zac Hillyard, RSM, SmartScore AP - Principal, Innovation & Technology Design (Smith Seckman Reid - SSR Inc.), who discuss how rethinking infrastructure as a strategic asset can unlock the full value of AI in healthcare. They explore how smart, connected facilities can drive efficiency, improve patient outcomes, and enable scalable innovation beyond traditional clinical use cases.This episode is sponsored by Schneider Electric.
In this special episode, we revisit a past conversation with Hilary Maxson and explore why her appointment as CFO of Oracle Corporation comes at such a consequential moment. As Oracle accelerates investments in AI infrastructure and cloud capacity, the finance role now extends well beyond stewardship into capital allocation, operational discipline, and long-term value creation. Maxson's career—from banking to global leadership roles at AES and Schneider Electric—offers clues to why she may be uniquely suited for this chapter. Joining us is industry analyst Bob Evans, who helps unpack what the hire could signal about Oracle's future direction.
In this episode, Griffin sits down with Peter Costanzo of ROI Consulting Group to explore how facilities management technology is rapidly evolving—and why the industry is finally hitting an inflection point.Peter shares his unexpected path into FM tech and what's kept him in the space for over two decades: the increasing complexity, opportunity, and impact of technology on building operations. From the growing role of IT and HR in facilities decisions to the rise of workplace experience as a priority, facilities teams are becoming more integrated than ever before.The conversation dives into major trends shaping the future of FM, including AI, predictive maintenance, and the explosion of sensors. Peter highlights how falling sensor costs and improved connectivity are making smarter buildings more accessible—and how large players like Siemens, Schneider Electric, and Autodesk are investing heavily in this space.They also discuss common challenges, like outdated systems, overwhelming technology choices, and implementation failures. A key theme: success with FM tech isn't just about buying the right tools—it's about long-term thinking, cross-functional collaboration, and actually using the systems to their full potential.If you're trying to make sense of where FM technology is headed—or where to even begin—this episode offers a grounded, real-world perspective on what's changing and what it means for facilities teams moving forward.Resources:ROI Consulting GroupPeter Costanzo LinkedIn
The news agenda this year has been entirely dominated by energy related stories, whether it's the war in Europe being pursued by Russia — formerly Europe's most significant energy provider — the U.S. capturing the head of state of Venezuela — which has some of the biggest oil reserves in the world — or the ongoing attack by Israel and the U.S. on Iran and all its ramifications. But there is also another story, which is the long term rift between the U.S. and the rest of the world about whether and how fast we should be addressing climate change. This week on Cleaning Up, Michael Liebreich is joined by Dr Fatih Birol, executive director of the International Energy Agency, for his third appearance on the podcast. He discusses the International Energy Agency's integral role in trying to steer the world through the current energy crisis, how he sees the global energy system change in response to the crisis, and how his organisation is facing up to criticism from the US over its net-zero scenarios. Fatih and Michael discuss: Why the current crisis could surpass the oil shocks of the 1970s How the International Energy Agency is helping stabilize global markets Efficiency measures and the need to reopen the Strait of Hormuz Why solar, batteries, and nuclear may surge amid the chaos Why countries are looking toward coal to fill the gap Whether energy security is now overtaking climate as the top priority The growing divide between the U.S. and global institutions on climate policy And why Birol insists: “Data always wins.” As Executive Director of the International Energy Agency, Fatih has positioned the Agency at the centre of global efforts to advance a secure, affordable, and sustainable energy system. Dr Birol joined the IEA in the mid-1990s and progressed from junior analyst to Chief Economist, where he oversaw the flagship World Energy Outlook. He has been included in the TIME100 list of the world's most influential figures and recognised by Forbes as one of the world's most influential figures in energy. He chairs the World Economic Forum's Energy Advisory Board and is an honorary life member of Galatasaray Football Club. This episode was recorded on March 19, 2026. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links and more: The International Energy Agency: https://www.iea.org/ Sheltering from Oil Shocks report: https://www.iea.org/reports/sheltering-from-oil-shocks Fatih's LinkedIn: https://www.linkedin.com/in/fatih-birol/ The World Energy Outlook 2025: https://www.iea.org/reports/world-energy-outlook-2025 Fatih's past appearance on Cleaning Up The World's Preeminent Energy Economist - Ep133: Fatih Birol: https://www.youtube.com/watch?v=Xc7ItnBRqXI Setting the World's Energy Agenda - Ep28: Fatih Birol – https://www.youtube.com/watch?v=hW5aPlRI44I
In this episode of UNSCRIPTED, host Sarah Nicastro recaps the key insights, standout sessions, and pivotal conversations from Field Service Next West 2026 in San Diego.From balancing globalization and localization to redefining the service value proposition, this episode explores how industry leaders are navigating the intersection of technology innovation, talent transformation, and culture-driven leadership. Sarah shares her personal reflections from the event, highlighting the themes that will shape the future of field service.
Steve Hochman explains how geopolitical friction in the Strait of Hormuz creates delayed but powerful supply‑chain shocks beyond oil prices. He highlights how companies like Walmart (WMT), Schneider Electric, and Maersk are using AI and simulation tools to anticipate disruptions, manage inventories, and turn supply‑chain resilience into a competitive and earnings advantage.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
✅ The Green Impact Report Quick take: Electrification isn't just about swapping out equipment — it's about rethinking how buildings, transportation, and infrastructure work together. In this episode, Schneider Electric's Jordan Lerner shares how microgrids, fleet electrification, and creative funding strategies are transforming schools, cities, and public facilities.
How should a central bank respond to energy shocks? Will high oil and gas prices bolster the uptake of renewables? And what is the true cost of net zero 2050? This week on Cleaning Up, host Michael Liebreich sits down with Pierre Wunsch, Governor of the National Bank of Belgium and member of the European Central Bank's governing council, for a candid, behind-the-scenes discussion about how central banks should and can respond to inflation, energy volatility, and climate transition. From the recent surge in oil and gas prices to the lessons learned from post-COVID inflation, Wunsch explains why central banks may have “got it wrong” during the Russia-Ukraine energy shock, and how they're rethinking their response to supply shocks. Michael and Pierre dive into: The costs of net zero, and why a one-size fits all approach to decarbonisation isn't working. Whether European economies can absorb the costs transition without losing competitiveness Why “transitory inflation” didn't stay transitory during the Russia-Ukraine war The risk of political backlash and policy instability Why industry, not households, is the hardest part of decarbonisation for Europe The gap between climate ambition and credible policy tools. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links and more: Pierre Wunsch bio: https://www.nbb.be/en/cv/pierre-wunsch National Bank of Belgium's Research on Climate: https://www.nbb.be/en/publications-research/publications/topics/climate How China Became a Green Finance Superpower - Ep160: Dr. Ma Jun: https://www.youtube.com/watch?v=Fu6giWzTxAY The 130 Trillion-Dollar Man - Ep84: Mark Carney: https://www.youtube.com/watch?v=HtA5ufMzKAU
This week Shawn Tierney meets up with Mohua Ghosh of Schneider Electric to learn about their AI Assistant for PLC Code Generation in this episode of #TheAutomationPodcast. Unlock access to the ad free EXTENDED EDITION by joining our channel at https://TheAutomationBlog.com/join or https://youtube.com/@InsightsIA join. For any links related to this episode, check out the “Show Notes” located below the video. Watch The Automation Podcast, Free Edition: Note: Below member’s will also find an ad-free and extended edition of this episode. To unlock the ad free extended episode, you can become a member here. Listen to The Automation Podcast from The Automation Blog: Until next time, Peace ✌️ If you enjoyed this content, please give it a Like, and consider Sharing a link to it as that is the best way for us to grow our audience, which in turn allows us to produce more content
Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's consistently underdelivered — participation rates below 5%, fragmented apps, siloed programmes, and utilities that have simply never had to compete for a customer's attention. Meanwhile, Octopus Energy has built the world's largest residential VPP in the UK, with EV driver participation rates of 50 to 70%. The question has always been whether that model can travel to a market where most customers have no supplier choice at all. Bridget van Dorsten speaks with Nick Chaset, CEO of Octopus Energy US, about the acquisition that represents Octopus's biggest bet on answering that question: a majority stake in Uplight alongside Schneider Electric, giving Octopus access to established relationships with more than 60 US utilities — including eight of the ten largest. Nick argues the participation gap isn't really a cultural problem or a technology problem. It's a regulatory design problem. US flexibility programmes have been built device by device, forcing consumers to juggle multiple apps and enrolments — and in some cases prohibiting them from combining assets across programmes. Octopus's answer is one app, a 30-second sign-up, and a value proposition framed entirely around what consumers actually care about: lower bills. Can that translate through a utility partnership channel rather than a direct retail relationship?The conversation also tackles the data centre dimension. Nick makes the case that residential flexibility isn't a separate story from the large load interconnection challenge — it's part of the solution. If utilities can statistically guarantee load reductions from tens of thousands of enrolled homes during peak hours, they may be able to connect larger data centre loads at smaller interconnection points. And in many hours when a data centre might otherwise ramp down, it could simply be cheaper to pay consumers to flex instead. Octopus's model is built on trust earned through direct consumer relationships. Can that translate through a utility intermediary at scale, across 60 different utility cultures without losing what makes it work?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What happens if we're underestimating the speed and scale of climate risk? This week on Cleaning Up, Bryony Worthington sits down with Ricken Patel, Principal at Climate Hub & Founder of activist network Avaaz, to explore how to build successful climate movements, and the case for research into geoengineering. Ricken argues that companies have been accidentally geoengineering since the turn of the Industrial Revolution, as a byproduct of their pollution, and says ‘it's crazy' that research into deliberate forms of geoengineering isn't being allowed. Ricken has a long history as a campaigner and activist working in the climate and democracy spaces. He founded Avaaz, an online activism platform, and led successful campaigns around the Paris Agreement and beyond. He was voted "Ultimate Gamechanger in Politics" by the Huffington Post, listed among the world's top 100 thinkers by Foreign Policy, and named a Young Global Leader by the World Economic Forum. Patel studied Philosophy, Politics and Economics at Oxford, graduating first in his class, and holds a Master's from Harvard's Kennedy School of Government. He went on to live and work on conflict resolution and civilian protection in Sierra Leone, Liberia, Sudan, and Afghanistan for organizations including the International Crisis Group. Together, Bryony and Ricken dive into: Why climate risks may be far greater than current models suggest The cooling effects we're losing as we clamp down on pollution The case for researching geoengineering How democracy, truth, and climate are deeply intertwined And how to build a successful movement around climate change. Leadership Circle: Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live Links and more: Ricken's website: https://www.rickenpatel.net/ The Climate Hub: https://www.cc-hub.org The State of the Climate 2026 | Ep242: Zeke Hausfather: https://www.youtube.com/watch?v=EzySrSD8vz8 Parasol Lost: https://actuaries.org.uk/news-and-media-releases/news-articles/2026/jan/14-jan-26-parasol-lost-recovery-plan-needed/
Iran's cyber ops stay resilient. U.S. lawmakers press Big Tech on EU rules. Researchers expose a Fancy Bear server. Japan moves toward offensive cyber. CISA calls for cross-agency teamwork. New malware targets network infrastructure. AI fooled by font-based attacks. Schneider Electric warns of critical flaws. Quantum cryptography earns top honors. Guest Bradon Rogers, Chief Customer Officer at Island, discusses making AI browsers safe for enterprises. Smart glasses on the witness stand. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On our Industry Voices segment, guest Bradon Rogers, Chief Customer Officer at Island, discusses making AI browsers safe for enterprises. You can dig into the details of what Bradon discussed in Gartner's “Cybersecurity Must Block AI Browsers for Now.” You can hear the full interview here. Selected Reading U.S Strikes Killed Iranian Cyber Chiefs, But The Hacks Continued (Forbes) US committee demands Big Tech share private comms with EU officials (POLITICO) FancyBear Exposed: Major OPSEC Blunder Inside Russian Espionage Ops (Ctrl-Alt-Intel) Japan to allow ‘proactive cyber-defense' from October 1st (The Register) CISA official advises agencies not to get too hung up on who takes lead in critical infrastructure sectors (CyberScoop) New Malware Highlights Increased Systematic Targeting of Network Infrastructure (Eclypsium) Poisoned Typeface: How Simple Font Rendering Poisons Every AI Assistant, And Only Microsoft Cares (LayerX) Schneider Electric Patches Critical RCE Vulnerability in SCADAPack RTUs (Beyond Machines) Turing Award Goes to Inventors of Quantum Cryptography (The New York Times) Witness Caught Using Smartglasses in Court Blames it all on ChatGPT (404 Media) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices