An AI Challenge to the Midstream Sector, Part 2: Could Chip Innovations Change Energy Demand Forecasts?
Rapid advances in AI chip technology, including new wafer scale processors that greatly increase compute density, could shrink future data center footprints and reduce power demand, creating significant uncertainty for midstream companies investing in AI related energy infrastructure.
The AI Gold Rush Is Running Into a Pipeline Bottleneck
The frenzied build-out of artificial intelligence (AI) data centers in the U.S. is going to require gas-fired electricity everywhere, including in California and the Northeast, where existing delivery infrastructure is already running at near full capacity.
Logistics of Blueberry Pancakes
Today, most people go through life with little understanding of where all the conveniences of modern life come from, and they don’t care so long as it is there. We notice logistics, however, when something is no longer easily available. Then we get upset.
A Good News Story Not Being Told
An AI Challenge to the Midstream Sector
