Search results for: “digital”
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Internet energy consumption: data, models, forecasts?
This data-file forecasts the energy consumption of the internet, rising from 800 TWH in 2022 to 2,000 TWH in 2030 and 3,750 TWH by 2050. The main driver is the energy consumption of AI, plus blockchains, rising traffic, and offset by rising efficiency. Input assumptions to the model can be flexed. Underlying data are from…
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Autonomous vehicles: where’s the IP?
We screen 37,000 patents into autonomous vehicles, which will likely increase total road travel by c10%. The pace of activity has been rising at a rapid, 37% CAGR. Our data-file notes the most active companies, including tech firms (Denso, MobilEye, TuSimple, Uber, Waymo, Zoox) and auto companies (Ford, GM, Honda, Toyota, Volvo et al).
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Technology transitions: thinking fast and slow?
It takes 15-100 years for a new technology to ramp from 10% to 90% of its peak adoption rate. But what determines the pace? This 15-page note finds answers by evaluating 20 examples that changed the world from 1870 to 2020. We derive four rules of thumb, in order to quantify the pace at which different…
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Leading Companies in DAS?
This data-file quantifies the leading companies in Distributed Acoustic Sensing (DAS), the game-changing technology for enhancing shale and conventional oil industry productivity. Operators are screened from their patents and technical papers. Services are screened based on their size and their technology.
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DAS. At the cutting edge in shale?
This data-file summarises 25 of the most recent technical papers around the industry, using fiber-optic cables for Distributed Acoustic Sensing (DAS). The technology is now hitting critical mass to spur shale productivity upwards.
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The ascent of drones?
In 2019, we argued drones would be the single most disruptive technology to gain share in the 2020s, with potential to save over 500MTpa of CO2 emissions, while re-shaping urban consumption, retail and manufacturing. This data-file aims to tabulate key news flow and data-points.
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Smart Energy: technology leaders?
Smart meters and smart devices are capable of transmitting and receiving real-time consumption data and instructions. This data-file tracks 40 leading companies, mostly at the venture and growth stages. They help lower demand, smooth grid volatility and encourage appliance upgrades.
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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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Inspection costs: drones versus traditional quality control?
This data-file estimates the costs of drone inspections, for the construction and resources industries, using bottom-up numbers from technical papers. Costs per hour can be 30% lower than for traditional quality control. A single drone, including software licenses likely costs c$30k.
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Blockchain: why so energy intensive?
A single Bitcoin transaction currently uses c1,000kWh of electricity, 1 million times more than a traditional payment. Hence this note aims to explain how blockchain works, why it has been so energy intensive in the past, and how the energy multiplier could be reduced to maybe 100 – 1,000x.
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