Digital
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Exail: inertial navigation technology?
Exail Technologies is listed in Paris and focuses on navigational and maritime robotics. It has a range of maritime drones, with applications from mine-sweeping to assisting with offshore wind, offshore oil and gas and civil infrastructure projects in coastal waters. A key to these drones is incorporating Exail’s Inertial Navigation Systems. We have reviewed the…
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CMOS image sensors: leading companies?
This screen captures a dozen leading companies in CMOS image sensors, which underpin modern digital imagery, from cell-phone cameras to vehicle applications to industrial robots with “machine vision”. It is a concentrated landscape, with incumbents in Japan, Korea, the US and Europe, and fast-growing Chinese competitors. What upside here amidst the rise of AI?
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Drone deployment: vertical take-off?
Drones cost just $1k-100k each. They may use 95-99% less energy than traditional vehicles. Their ascent is being helped by battery technology and AI. Hence this 14-page report reviews recent progress from 40 leading drone companies. What stood out most was a re-shaping of the defense industry, plus helpful deflation across power grids, renewables, agriculture,…
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Drone companies: OEMs, inspection, defense and delivery?
This data-file is a screen of 40 leading drone companies, which either manufacturing drones for consumer, commercial and defense purposes; offer drone inspection services; or offer drone delivery services. It is a vibrant landscape, with over half of the companies founded after 2010, worth c$40bn pa, and creating c$120bn pa of economic benefits.
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AI energy: industrial demand and the Jevons effect?
Increasingly efficient AI should unlock ever more widespread and more sophisticated uses of AI. This is shown by reviewing 40,000 patents from 200 industrial companies. This 15-page report summarizes notable companies, patent filings, and updates our 2030 forecasts for AI energy.
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Cool concept: absorption chillers, data-centers, fuel cells?!
Absorption chillers perform the thermodynamic alchemy of converting waste heat into coolness. Interestingly, their use with solid oxide fuel cells may have some of the lowest costs and CO2 for powering and cooling AI data-centers. This 14-page report explores the opportunity, costs and challenges.
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Kraken Technologies: smart grid breakthrough?
Kraken Technologies is an operating system, harnessing big data across the power value chain, from asset optimization, to grid balancing, to utility customer services. We reviewed ten patents, which all harness big data, of which 65% optimize aspects of the grid, and 40% are using AI. This supports the deployment of distributed energy, renewables and…
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Groq: AI inference breakthrough?
Groq has developed LPUs for AI inference, which are up to 10x faster and 80-90% more energy efficient than today’s GPUs. This 8-page Groq technology review assesses its patent moat, LPU costs, implications for our AI energy models, and whether Groq could ever dethrone NVIDIA’s GPUs?
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Moving targets: molecules, electrons or bits ?!
New AI data-centers are facing bottlenecked power grids. Hence this 15-page note compares the costs of constructing new power lines, gas pipelines or fiber optic links for GW-scale computing. The latter is best. Latency is a non-issue. Thus AI reshapes the future of US shale, midstream and fiber-optics?
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Omniscience: how will AI reshape the energy transition?
AI will be a game-changer for global energy efficiency, saving 10x more energy than it consumes directly, closing ‘thermodynamic gaps’ where 80-90% of all primary energy is wasted today. Leading corporations will harness AI to lower costs and accelerate decarbonization. This 19-page note explores opportunities.
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