3 articles
While we focus on AI's energy consumption, a more physical bottleneck is emerging: copper. Data centers are outbidding EV infrastructure for the same red-metal supply chain, creating a hidden tax on the green transition.
The AI revolution has a hardware problem, and it isn't GPUs. A critical shortage of Large Power Transformers (LPTs) and Grain-Oriented Electrical Steel (GOES) is threatening to derail data center expansion in 2026.
Lithium-ion wins the sprint. Rust batteries win the marathon. We explore how 'reversible rusting' is solving the hardest problem in renewable energy.