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Data centers, AI’s lifeline

In this article, John Denslinger argues that good or bad, AI is fast becoming inseparable to human activity and AI’s lifeline is definitely the data center. For the past year, much has been written about the explosive growth of AI. The enablers are savvy hardware and software companies, often called the darlings of Wall Street. You know the names. They top the NASDAQ leader board almost daily. While these component companies garner headlines, data centers are the real AI lifeline. Each and every online action lives on in data centers making it indispensable in the age of digitalization. But not…

GenAI workplace trends

In this article, John Denslinger acknowledges that GenAI is still at trial phase, but the trend is clear—every organization, every employee can elevate performance. ‘Knowledge is power’—Sir Francis Bacon, Philosopher and Statesman (1597). Quite certain, Sir Francis never foresaw the degree of human achievement made possible with GenAI. With a few keystroke prompts, GenAI has given ordinary people easy access to massive data accumulations. Maybe the quote should be updated to say: ‘Knowledge is power, GenAI powers knowledge’. OpenAI’s launch of ChatGPT in November 2022, was groundbreaking. It influenced untold investments in a wide range of AI developments transforming approaches…

EV vs H2 : Winning the zero-emissions race

This month John Denslinger explores the competing technologies in the zero- emissions race and argues that only when the advantages are truly clear will consumers pick the winner. For all the attention and seemingly endless funding, one would think the decisive winning technology in America’s race to zero-emitting vehicles is a battery solution. It’s a reasonable assumption considering companies have collectively announced somewhere north of $200B in new EV and battery investments. Not to be outdone, the Fed also chipped in another $245B with the passage of the Inflation Reduction Act and the Bipartisan Infrastructure Law further supplementing the same…

Was EV over-hyped?

In this article, John Denslinger explores the scale of investment required to match the US’ electrification goals and deadlines with the power transmission infrastructure itself. According to nearly 4,000 car dealers across the nation, EV sales have slumped noticeably. They point to a growing inventory of unsold vehicles on their lots visibly exposing a serious divide between supply and actual demand. Their assessment: mass market consumers are not buying EVs despite price cuts, incentives and tax credits. Investors and manufacturers have taken notice too. As financial losses mount, auto makers are publicly retracting nearly $100B of previously announced EV and…

Power grid abyss

In this article, John Denslinger explores the scale of investment required to match the US’ electrification goals and deadlines with the power transmission infrastructure itself Achieving a clean energy economy won’t be possible without major upgrades to the US power transmission infrastructure. That is the assessment of America’s investor- owned electric utilities and the Department of Energy. Most of the electrical grid was built in the 1960s and 1970s and it’s estimated that 70 per cent of the grid is at least 25-years old. The average large power transformer is more than 40-years old nearing its 50-year useful life. It’s an old grid….

Stick the landing, stick the 2024 forecast

In this article, John Denslinger takes a detailed look at the year ahead and then expands on four potential landing scenarios: soft, bumpy, hard and crash When fiscal year 2023 closes, a majority of companies will see growth exceeding original forecasts. The outlook back then was murky at best: rampant inflation, interest rates on the rise with no apparent upper limit, supply chain disruptions and acute labor shortages. Would there be a recession or soft-landing? Despite all the conjecture, the economy just didn’t contract. Contrary to historic norms, consumer spending remained consistently stronger than economists predicted. Employment actually strengthened as…

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