the research consultancy for energy technologies
…light emitting diodes (page 12), solar modules (and their inevitable progress towards being the world’s lowest cost energy supply source, pages 13-14), transistors (page 15), their combination into MOSFETs, inverters,…
…transformers, transistors, harmonic filters, capacitors, reactive power. https://thundersaidenergy.com/2023/05/25/power-grids-down-to-the-wire/ The new age of volatility due to renewables, geopolitics, politics, policies. https://thundersaidenergy.com/2024/01/11/energy-market-volatility-climate-change/ Latest views on global energy, solar innovation, wind recalibration, nuclear, grid bottlenecks, shale and how AI…
…across transistors, DRAM, GPUs and deep learning. GPU efficiency will inevitably increase, but compute increases faster. AI most likely uses 300-2,500 TWH in 2030, with a base case of 1,000…