Omniscience: how will AI reshape the energy transition?
…out six rules for AI engines on page 4. Laws of thermodynamics, chemistry, physics are fairly immutable. Some problems are also better suited to AI than others. How will AI…
Energy intensity of AI: chomping at the bit?
Rising energy demands of AI are now the biggest uncertainty in all of global energy. To understand why, this 17-page note gives an overview of AI computing from first principles,…
AI and sensors: case studies and examples?
The global sensor market is worth $230bn pa and likely accelerates due to the rise of AI. This data file has compiled 15-20 examples of AI systems integrating sensor data,…
AI and power grid bottlenecks?
…stand out to us include next-generation DAC, materials, autonomous vehicles, thermoelectric semiconductors and superconductors. The more immediate bottlenecks for AI are bottlenecks in powering new AI data-centers, amidst deepening power…
Energy and AI: the power and the glory?
The power demands of AI will contribute to the largest growth of new generation capacity in history. This 18-page note evaluates the power implications of AI data-centers. Reliability is crucial….
Groq: AI inference breakthrough?
…are on page 8. For our outlook on AI in the energy transition, please see the video below, which summarizes some of the findings across our research in 2024. https://thundersaidenergy.com/2024/06/05/ai-and-power-grid-bottlenecks-key-conclusions/…
Energy transition in 1H24: 101 companies and the rise of AI?
This 13-page note summarizes the key conclusions across all of our research from 1H24, concisely, for busy decision-makers. We highlight 101 companies exposed to AI, which have come up in…
Energy research in the age of AI?
How will AI change the research and investment worlds? Our view is that large language models (LLMs) will soon surpass human analysts in assimilating and summarizing information. Hence this video…
Cool customers: AI data-centers and industrial HVAC?
…does climate matter? What changes lie ahead? And which companies sell into this soon-to-double market for data-center cooling equipment? $499.00 – Purchase Checkout Added to cart Our base case outlook for AI…
CO2 offsets: Pachama’s AI platform?
…tracked using proprietary AI. This data-file is a Pachama CO2 offset review. We have assessed the portfolio, some challenges and our own experiences, via our usual framework for assessing nature-based…