Amazon is the most successful manufacturer of Arm server chips, accounting for just over half of Arm-based server CPUs currently deployed, while some chipmakers are also now betting on Arm-based Windows PCs. From a report: This information comes from a report issued by Bernstein Research which estimates that nearly 10 percent of servers across the world contain Arm processors, and 40 percent of those are located in China, as we reported earlier. But that total is beaten by just one company -- Amazon -- which has slightly above 50 percent of all Arm server CPUs in the world deployed in its Amazon Web Services (AWS) datacenters, said the analyst.

Amazon currently uses its own Graviton family of chips, designed by the Annapurna Labs division of Amazon Web Services and introduced to the world back in 2018, which are for its own internal use only. The latest iteration is the Graviton3E for high-performance computing applications, introduced towards the end of 2022. According to Bernstein, because these chips were optimized for the specific needs of AWS, the company is able to fit in more cores per socket or per rack and the chips consume less power, translating to lower spending on space and cooling.

Nvidia announced an updated AI processor that gives a jolt to the chip's capacity and speed, seeking to cement the company's dominance in a burgeoning market. From a report: The Grace Hopper Superchip, a combination graphics chip and processor, will get a boost from a new type of memory, Nvidia said Tuesday at the Siggraph conference in Los Angeles. The product relies on high-bandwidth memory 3, or HBM3e, which is able to access information at a blazing 5 terabytes per second. The Superchip, known as GH200, will go into production in the second quarter of 2024, Nvidia said. It's part of a new lineup of hardware and software that was announced at the event, a computer-graphics expo where Chief Executive Officer Jensen Huang is speaking.

[...] The latest Nvidia products are designed to spread generative AI -- and its underlying hardware -- to even more industries by making the technology simpler to use. A new version of the company's AI Enterprise software will ease the process of training the models, which can then generate text, images and even video based on simple prompts. The lineup also includes new chips for workstations, computers designed for heavy workloads. New AI Workbench software, meanwhile, helps users switch their work on AI models between different types of computers.

When Spin ceased operations of its scooter rental service in Seattle, abandoned scooters were found throughout the city, each housing a Raspberry Pi 4B. Tom's Hardware reports: This discovery was recently shared to social media where Pi enthusiasts are simultaneously befuddled and ready to book their tickets to Seattle. Legally speaking, if the scooters are abandoned then snagging one for the Pi inside is fair game but it's currently not clear if Spin has plans to recover their remaining assets.

As of writing, it's not clear what the Raspberry Pi 4 Bs were actually used for inside the scooter. At first glance, it seems like an overpowered option for something like an electric scooter but without exact confirmation of its purpose, we can only speculate. No doubt it requires much more power than something smaller like a Raspberry Pi Zero. In the meantime, residents have taken to finding these scooters and exploring their insides for the hardware left behind. We can see the Pi 4 is attached to a HAT and has something resembling a NoIR connected to the camera module port. Again, the exact purpose of each component and how it was implemented is unclear.

Gigabyte has launched a new low-profile GeForce RTX 4060 OC graphics card that's designed to fit into mini PC builds. Unlike many of the other GPUs meant for compact PCs, this one comes with three fans instead of just two or one. From a report: That three-fan setup might make it a bit difficult to fit into some small form factor cases, as the card measures 182mm long. But it makes up for that with its thin 40mm height and 69mm width.

Despite its slender design, the chip comes outfitted with two DisplayPort and two HDMI ports as well. It also comes with a low-profile bracket, which is a nice touch. While it's nice that Gigabyte has made a 40-series chip specifically for low-profile builds, Nvidia's GeForce RTX 4060 isn't that great of a card to begin with. The GPU barely outpaces the older (and slightly more expensive) 3060 Ti, as it comes with an underwhelming 8GB of VRAM and a 128-bit memory bus.

In a neighborhood in Seoul there's an ordinary red-brick, four-story building, reports Bloomberg — but there's something unique about the building's basement office. It's somehow the registered address of the Centre "whose extraordinary claims about a breakthrough in superconductor technology have shocked the scientific community and captivated the world."

Bloomberg also reports that:

- "No one responded when a Bloomberg News reporter knocked on the center's locked doors or reached out via LinkedIn."

- "Goods including bottles of sparkling water delivered to the center's address have been left untouched outside the office's entrance."

- "Multiple attempts to reach the scientists at the Quantum Energy Research Centre were not answered."

- "The center's website has also been closed and says it is 'under construction.'"

However, Kim Hyun Tak, one of the authors of the papers who is a research professor of physics at the College of William & Mary in Virginia, said the skeptical reaction is expected. "It's common practice when a new crucial discovery or invention is made public that there are more people who say that it's not credible," Kim said in a Zoom interview. "It's a natural thing for some people to laugh at it because it's the first time, and they don't even know what it is, but as time passes, they start to believe it...."

In response to questions about why the Quantum Energy Research Centre hasn't provided the materials to other scientists, Kim said that it doesn't have enough inventory of the LK-99 compound nor time to recreate it, and that the researchers have been distracted by the number of journalists trying to contact them. "You know that the office is extremely small and in a poor state." he said. "It's so small, and you need the money to make the compounds. That's why they cannot mass-produce it."

Despite the questions, he remained defiant that the research was sound. "The experimental data speaks for itself," Kim said. "We know it because we're the ones who synthesized it and conducted the studies."
"The claim has been met with widespread excitement globally," adds Bloomberg, "sending related stocks soaring in South Korea and China, but also skepticism as past claims had been later proven wrong."

The Financial Times reports: U.S. government scientists have achieved net energy gain in a fusion reaction for the second time, a result that is set to fuel optimism that progress is being made towards the dream of limitless, zero-carbon power... "In an experiment conducted on July 30, we repeated ignition at NIF," the laboratory said. "As is our standard practice, we plan on reporting those results at upcoming scientific conferences and in peer-reviewed publications..."

Although many scientists believe fusion power stations are still decades away, the technology's potential is hard to ignore. Fusion reactions emit no carbon, produce no long-lived radioactive waste and a small cup of hydrogen fuel could theoretically power a house for hundreds of years...

[T]he improved result at NIF, coming "only eight months" after the initial breakthrough, was a further sign that the pace of progress was increasing, said one of the people with knowledge of the results.

Is natural gas really a cleaner alternative to coal and oil? That claim "is facing increasing scrutiny," writes Slashdot reader sonlas: One significant concern with natural gas is the release of methane, a powerful greenhouse gas, during its extraction, production, transportation, and processing. Methane is approximately 30 times more effective at trapping heat in the atmosphere than CO2 over a 100-year period. (And methane leaks can occur at various stages of the gas supply chain, from wellhead emissions during drilling and extraction to leakage during transportation and distribution.) Additionally, intentional venting or flaring of methane also contributes to the problem.

An article published in Environmental Research Letters challenges the assumption that natural gas is a cleaner energy source compared to coal or oil. Their study takes into account the full lifecycle emissions of natural gas, including methane leakage rates, and arrives at a different conclusion. With a methane leakage rate of 7.5% and other relevant factors considered, the greenhouse gas emissions from natural gas can be on par with or even exceed those of coal. Even a lower methane leakage rate of 2% can diminish the environmental advantage of natural gas significantly.

A key aspect of this study is its focus on real-world methane leakage rates. Aerial measurements conducted in various oil and gas production regions in the U.S. revealed substantial methane leak rates ranging from 0.65% to a staggering 66.2%. (Similar leakage rates have been identified in other parts of the world.) These findings raise serious concerns about the climate impact of natural gas and cast doubt on its role as a so-called "transition energy" in the quest for cleaner and more sustainable energy sources, especially liquefied natural gas...

This complicates the search for sustainable energy solutions, especially in Europe where gas was included in the green taxonomy following a push from Germany.

A new analysis "shows that over 4,000 gigawatts (GW) of offshore wind potential is available along the U.S. coastline," capable of fulfilling up to 25% of U.S. energy demand in 2050. (And it could also add $1.8 trillion in economy-boosting investment, while employing up to 390,000 workers.)

This new analysis comes from Berkeley researchers, who worked with nonprofit clean energy research firm GridLab and climate policy think tank Energy Innovation, reports the Verge: The Biden administration has committed to halving the nation's emissions by the end of the decade and has plans to source electricity completely from carbon pollution-free energy by 2035. Adding to that urgency, U.S. electricity demand is forecast to nearly triple by 2050, according to the Berkeley report. On top of a growing economy, the clean energy transition means electrifying more vehicles and homes — all of which put more stress on the power grid unless more power supply comes online at a similar pace.

To meet that demand and hit its climate goals, the report says the U.S. has to add 27 gigawatts of offshore wind and 85 GW of land-based wind and solar each year between 2035 and 2050. That timeline might still seem far away, but it's a big escalation of the Biden administration's current goal of deploying 30 GW of offshore wind by 2030. Europe, with an electricity grid about 70% the size of the U.S., already has about as much offshore wind capacity as the Biden administration hopes to build up by the end of the decade. Right now, wind energy makes up just over 10% of the U.S. electricity mix, and nearly all of that comes from land-based turbines...

For now, the U.S. has just two small wind farms off the coasts of Rhode Island and Virginia. Construction started on the foundations for the nation's first commercial-scale wind farm off Martha's Vineyard, Massachusetts, in June... Project costs have gone up with higher interest rates and rising prices for key commodities like steel, Heatmap reports. That's led to power purchase agreements falling through for some projects in early development, including plans in Rhode Island for an 884-megawatt wind farm that alone would have added more than 20 times as much generation capacity as the U.S. has today from offshore wind. Developers are struggling to make projects profitable without passing costs on to consumers...

The study found a modest 2 to 3 percent increase in wholesale electricity costs with ambitious renewable energy deployment. But renewable energy costs have fallen so dramatically in the past that the researchers think those costs could wind up being smaller over time.
The report points out that wind energy complements solar, by producing the most wind energy right when demand is peaking (in the summertime on the West Coast, and during the winter on the East Coast).

An anonymous reader shared this report from the Associated Press: A judge has ordered criminal charges dropped against the final executive accused of lying about problems building two nuclear reactors in South Carolina that were abandoned without generating a watt of power. The judge tossed the charges Wednesday because ratepayers of the utility that lost billions of dollars on the project were improperly allowed on the grand jury that indicted Westinghouse Electric Co. executive Jeffrey Benjamin. But federal judge Mary Geiger Lewis also ruled that nothing is stopping prosecutors from properly seeking another indictment. "We're not going away," said assistant U.S. Attorney Winston Holliday, who said prosecutors are still reviewing the ruling to decide their next steps...

The project fell apart in 2017 after nearly a decade of work, when executives and regulators determined construction of the reactors was so hopelessly behind schedule they could not get nearly $2 billion of tax breaks needed to help pay for the work. SCANA contracted with Westinghouse to build the reactors. Prosecutors said Benjamin , who was in charge of major projects, knew of delays and cost overruns but lied to regulators, utility executives and others. The lies led to electric rate increases while keeping the price of SCANA's stock from plummeting...

Two former SCANA executives have been sentenced to federal prison after pleading guilty to their roles in lying to ratepayers, regulators and investors. Former CEO Kevin Marsh received two years while chief operating officer Stephen Byrne was sentenced to 15 months. Former Westinghouse project director Carl Churchman has pleaded guilty to lying to FBI agents investigating the project's failure and is awaiting sentencing.

Long-time Slashdot reader KindMind shares a report from The Register: Researchers at MIT claim to have found a novel new way to store energy using nothing but cement, a bit of water, and powdered carbon black -- a crystalline form of the element. The materials can be cleverly combined to create supercapacitors, which could in turn be used to build power-storing foundations of houses, roadways that could wirelessly charge vehicles, and serve as the foundation of wind turbines and other renewable energy systems -- all while holding a surprising amount of energy, the team claims. According to a paper published in the Proceedings of the National Academy of Sciences, 45 cubic meters of the carbon-black-doped cement could have enough capacity to store 10 kilowatt-hours of energy -- roughly the amount an average household uses in a day. A block of cement that size would measure about 3.5 meters per side and, depending on the size of the house, the block could theoretically store all the energy an off-grid home using renewables would need." [...]

Just three percent of the mixture has to be carbon black for the hardened cement to act as a supercapacitor, but the researchers found that a 10 percent carbon black mixture appears to be ideal. Beyond that ratio, the cement becomes less stable -- not something you want in a building or foundation. The team notes that non-structural use could allow higher concentrations of carbon black, and thus higher energy storage capacity. The team has only built a tiny one-volt test platform using its carbon black mix, but has plans to scale up to supercapacitors the same size as a 12-volt automobile battery -- and eventually to the 45 cubic meter block. Along with being used for energy storage, the mix could also be used to provide heat -- by applying electricity to the conductive carbon network encased in the cement, MIT noted.
As Science magazine puts it, "Tesla's Powerwall, a boxy, wall-mounted, lithium-ion battery, can power your home for half a day or so. But what if your home was the battery?"

For over a decade, Backblaze's quarterly reports on the annualized failure rates (AFRs) of its substantial hard disk drives inventory have offered a peek into long-term storage utilization. The company, known for its backup and cloud storage services, has now disclosed data for the second quarter of 2023, revealing a fascinating rise in AFRs. ArsTechnica: Today's blog post details data for 240,940 HDDs that Backblaze uses for data storage around the world. There are 31 different models, and Backblaze's Andy Klein, who authored the blog, estimated in an email to Ars Technica that 15 percent of the HDDs in the dataset, including some of the 4, 6, and 8TB drives, are consumer-grade. The dataset doesn't include boot drives, drives in commission for testing purposes, or drive models for which Backblaze didn't have at least 60 units. One of the biggest revelations from examining the drives from April 1, 2023, through June 30, 2023, was an increase in AFR from Q1 2023 (1.54 percent) to Q2 2023 (2.28 percent). Backblaze's Q1 dataset examined 237,278 HDDs across 30 models. Of course, that AFR increase alone isn't enough to warrant any panic.

Since quarterly AFR numbers are "volatile," Klein told Ars Technica, Backblaze further evaluates both quarter-to-quarter and lifetime trends "to see if what happened was an anomaly or something more." So, Klein started digging further by grouping the drives by capacity. This is because, as Klein explained to Ars: "A Backblaze storage vault consists of 1,200 drives of the same size, with 60 drives in 20 storage servers. If we grouped the drives strictly by age and wanted to replace just the oldest drives in a given Backblaze vault, we would only replace those drives in the vault that met the old age criteria, not all the drives. Then, a year from now, we'd do it again, and the year after that, etc. By using the average age by drive size, we can, as appropriate, replace/upgrade all of the drives in a vault at once."

An anonymous reader quotes a report from Ars Technica: Raspberry Pi CEO Eben Upton has been saying for months that 2023 would be a "recovery year" for Raspberry Pi supply -- the single-board computer, once known for its easy availability and affordability, has been hit with supply shortages for years. Hundreds of thousands of Pi boards were still being manufactured every month, but many were going to commercial buyers rather than retailers and end users. More recently, those manufacturing numbers have climbed from 400,000 monthly units to 600,000 to 800,000 to 1 million, a level that Upton says can be sustained "for as long as is necessary to clear our remaining customer backlogs and return to free availability."

We're now seeing very early signs that supply is returning to normal, at least for some Pi models. UK-based Pi reseller Pimoroni announced today that it was lifting some purchase limitations on 2GB and 4GB Raspberry Pi 4 boards and Pi Zero W boards (not, apparently, the more recent Pi Zero 2 W). The rpilocator stock tracker account has also noted that its number of automated stock alerts has decreased recently "because Pis are staying in stock longer," noting that Pimoroni and The Pi Hut had (and still have) multiple Pi 4 variants in stock.

Even as stock returns to normal, we'll still be dealing with the aftereffects of the shortage for some time to come; the "temporary" price increase for the 2GB Pi 4 board still hasn't been reverted, and Upton's past comments have implied that the company has put off the development of the Pi 5 to allow stock of current models to return to normal (the Pi 4 was introduced just over four years ago). Other retailers still have purchasing restrictions in place. And some models and retailers will clearly recover more quickly than others.

A ban on most kinds of traditional bulbs renews a cultural squabble between regulatory efforts to curb energy consumption and the very American impulse to do whatever one wants in one's domicile. The New York Times: The switchboard at Lightbulbs.com, a (pretty self-explanatory) e-commerce website, lit up with panicked callers on Tuesday, who all wanted to know if the news was true. Had the government just banned the sale of incandescent bulbs? Yes, mostly. Was this decision part of an elaborate political plot? No, mostly. Just what were fans of incandescent lighting supposed to do now? EBay, maybe?

Much like its cousin, the gas stove, the humble light bulb has become a flashpoint in a cultural squabble between environmental regulatory efforts and the very American impulse to do whatever one wants in one's domicile. But unlike the gas stove debate, which grew so heated (sorry) that it drew legislation from Republicans hoping to protect the noble but possibly dangerous appliance, the ban on the sale of most incandescent bulbs went quietly into effect on August 1. (The Biden administration denied trying to ban gas stoves.)

The response to the bulb ban was more of a whimper than a battle cry. "Thomas Edison brought the incandescent light bulb to the masses, and in 2023 Joe Biden banned it in America," officials with the Republican Party of New Mexico wrote in a tweet. "The Biden administration's government overreach continues." Other critics were more concerned about the quality of light affecting their quality of life: "I often stay up late at my desk, and the warm glow of the lamp is like company as I read and write. Ugh. There are people in power who are dedicated to sucking all joy out of the world," Joseph Massey, a self-described "not woke" writer, tweeted.

Printer manufacturer Canon is warning that sensitive Wi-Fi settings don't automatically get wiped during resets, so customers should manually delete them before selling, discarding, or getting them repaired to prevent the settings from falling into the wrong hands. From a report: "Sensitive information on the Wi-Fi connection settings stored in the memories of inkjet printers (home and office/large format) may not be deleted by the usual initialization process," company officials wrote in an advisory on Monday. They went on to say that manual wiping should occur "when your printer may be in the hand of any third party, such as when repairing, lending or disposing the printer."

Like many printers these days, those from Canon connect to networks over Wi-Fi. To do this, users must provide the SSID name, the password preventing unauthorized access to the network, and in some cases, additional information such as Wi-Fi network type, the local network IP address, the MAC address, and network profile. It would be reasonable to assume that performing a simple factory reset that returns all settings to their defaults would be enough to remove these settings, but Monday's advisory indicated that isn't necessarily the case. In the event this information is exposed, malicious actors could use them to gain unauthorized access to a network hosting a Canon printer.

Derek Lowe, a medicinal chemist and freelance writer on science and pharmaceutical topics, comments on the latest developments around last week's remarkable claim of a well-above-room-temperature superconducting material at ambient pressure, dubbed LK-99. Here's an excerpt from his post: As of this morning, there are (as yet not really verified) reports of replication from the Huazhong University of Science and Technology in China. At least, a video has been posted showed what could be a sample of LK-99 levitating over a magnet due to the Meissner effect, and in different orientations relative to the magnet itself. That's important, because a (merely!) paramagnetic material can levitate in a sufficiently strong field (as can diamagnetic materials like water droplets and frogs), but these can come back to a particular orientation like a compass needle. Superconductors are "perfect diamagnets," excluding all magnetic fields, and that's a big difference. The "Meissner effect" that everyone has been hearing about so much is observed when a material first becomes superconductive at the right temperature and expels whatever magnetic fields were penetrating it at the time. All this said, we're having to take the video on the statements of whoever made/released it, and there are other possible explanations for the it that do not involve room-temperature superconductivity. I will be very happy if this is a real replication, but I'm not taking the day off yet to celebrate just based on this.

And even though I'm usually more of an experimental-results guy than a theory guy, two other new preprints interest me greatly. One is from a team (PDF) at the Shenyang National Laboratory for Materials Science, and the other (PDF) is from Sinead Griffin at Lawrence Berkeley. Both start from the reported X-ray structural data of LK-99 and look at its predicted behavior via density functional theory (DFT) calculations. And they come to very similar conclusions: it could work. This is quite important, because this could mean that we don't need to postulate completely new physics to explain something like LK-99 - if you'd given the starting data to someone as a blind test, they would have come back after the DFT runs saying "You know, this looks like it could be a really good superconductor..." [...]

I am guardedly optimistic at this point. The Shenyang and Lawrence Berkeley calculations are very positive developments, and take this well out of the cold-fusion "we can offer no explanation" territory. Not that there's anything wrong with new physics (!), but it sets a much, much higher bar if you have to invoke something in that range. I await more replication data, and with more than just social media videos backing them up. This is by far the most believable shot at room-temperature-and-pressure superconductivity the world has seen so far, and the coming days and weeks are going to be extremely damned interesting.

German semiconductor maker Infineon Technologies AG announced that it's producing a printed circuit board (PCB) that dissolves in water. Engadget reports: Jiva's biodegradable PCB is made from natural fibers and a halogen-free polymer with a much lower carbon footprint than traditional boards made with fiberglass composites. A 2022 study by the University of Washington College of Engineering and Microsoft Research saw the team create an Earth-friendly mouse using a Soluboard PCB as its core. The researchers found that the Soluboard dissolved in hot water in under six minutes. However, it can take several hours to break down at room temperature.

In addition to dissolving the PCB fibers, the process makes it easier to retrieve the valuable metals attached to it. âoeAfter [it dissolves], we're left with the chips and circuit traces which we can filter out,â said UW assistant professor Vikram Iyer, who worked on the mouse project. The video [here] shows the Soluboard dissolving in a frying pan with boiling water. "Adopting a water-based recycling process could lead to higher yields in the recovery of valuable metals," said Jonathan Swanston, CEO and co-founder of Jiva Materials. Jiva says the board has a 60 percent smaller carbon footprint than traditional PCBs -- specifically, it can save 10.5 kg of carbon and 620 g of plastic per square meter of PCB.

An anonymous reader quotes a report from TIME: U.S. and European officials are growing increasingly concerned about China's accelerated push into the production of older-generation semiconductors and are debating new strategies to contain the country's expansion. President Joe Biden implemented broad controls over China's ability to secure the kind of advanced chips that power artificial-intelligence models and military applications. But Beijing responded by pouring billions into factories for the so-called legacy chips that haven't been banned. Such chips are still essential throughout the global economy, critical components for everything from smartphones and electric vehicles to military hardware. That's sparked fresh fears about China's potential influence and triggered talks of further reining in the Asian nation, according to people familiar with the matter, who asked not to be identified because the deliberations are private. The U.S. is determined to prevent chips from becoming a point of leverage for China, the people said.

Commerce Secretary Gina Raimondo alluded to the problem during a panel discussion last week at the American Enterprise Institute. "The amount of money that China is pouring into subsidizing what will be an excess capacity of mature chips and legacy chips -- that's a problem that we need to be thinking about and working with our allies to get ahead of," she said. While there's no timeline for action to be taken and information is still being gathered, all options are on the table, according to a senior Biden administration official. The most advanced semiconductors are those produced using the thinnest etching technology, with 3-nanometers state of the art today. Legacy chips are typically considered those made with 28-nm equipment or above, technology introduced more than a decade ago.

Senior E.U. and U.S. officials are concerned about Beijing's drive to dominate this market for both economic and security reasons, the people said. They worry Chinese companies could dump their legacy chips on global markets in the future, driving foreign rivals out of business like in the solar industry, they said. Western companies may then become dependent on China for these semiconductors, the people said. Buying such critical tech components from China may create national security risks, especially if the silicon is needed in defense equipment. "The United States and its partners should be on guard to mitigate nonmarket behavior by China's emerging semiconductor firms," researchers Robert Daly and Matthew Turpin wrote in a recent essay for the Hoover Institution think tank at Stanford University. "Over time, it could create new U.S. or partner dependencies on China-based supply chains that do not exist today, impinging on U.S. strategic autonomy."

It isn't just software companies looking to enter the generative AI fray. Dell, the PC maker, is going all in on generative AI and offering hardware to run powerful models and a new platform to help organizations get started. From a report:The company released what it calls Dell Generative AI Solutions for clients to set up access to large language models and create generative AI projects. The company will offer new hardware setups, a managed service platform, and computers to run generative AI projects faster.

Dell is known for releasing laptops and monitors, but the company also produces server racks and other enterprise hardware. While the more public face of the AI arms race is between developers of large language models like Meta, OpenAI, and Google, another group of tech companies is looking into how to cash in on the technology. From hardware providers to cloud providers, everyone believes they need an AI service to keep up as clients want to add more AI capabilities to their businesses.

"The man behind the race to replace gasoline-fueled cars with electric ones is worried about having enough juice," writes the Wall Street Journal: In recent days he has reiterated those concerns, predicting U.S. consumption of electricity, driven in part by battery-powered vehicles, will triple by around 2045. That followed his saying earlier this month that he anticipates an electricity shortage in two years that could stunt the energy-hungry development of artificial intelligence. "You really need to bring the time scale of projects in sooner and have a high sense of urgency," Musk told energy executives Tuesday at a conference held by PG&E, one of the nation's largest utilities. "My biggest concern is that there's insufficient urgency."

Musk's participation with PG&E Chief Executive Patti Poppe at the power company's conference marked the third major energy event the billionaire has appeared at in the past 12 months. He has played the part of Cassandra, trying to spark more industry attention on the infrastructure required for his EV and AI futures as he advocates for a fully electric economy. "I can't emphasize enough: we need more electricity," Musk said last month at an energy conference in Austin. "However much electricity you think you need, more than that is needed." The U.S. energy industry in recent years already has struggled at times to keep up with demand, resorting to threats of rolling blackouts amid heat waves and other demand spikes. Those stresses have rattled an industry undergoing an upheaval as old, polluting plants are being replaced by renewable energy. Utilities are spending big to retool their systems to be greener and make them more resilient. Deloitte estimates the largest U.S. electric companies together will spend as much as $1.8 trillion by 2030 on those efforts. Adding to the challenge is an industry historically accustomed to moving slowly, partly because of regulators aiming to protect consumers from price increases.

This week America's Department of Energy announced $100 million to support states, local governments, and public utilities "in purchasing products derived from converted carbon emissions."

The hope is to jumpstart the creation of a market for "environmentally sustainable alternatives in fuels, chemicals, and building products sourced from captured emissions from industrial and power generation facilities." U.S. Secretary of Energy Jennifer M. Granholm says it will "help transform harmful pollutants into beneficial products." "State and local grants, made possible through the Bipartisan Infrastructure Law, will help demonstrate the economic viability of innovative technologies, resulting in huge net reductions in lifecycle greenhouse gas emissions, while bringing new, good-paying jobs and cleaner air to communities nationwide." States, local governments, and public utilities purchase large quantities of products, therefore providing an incentive to purchase products made from carbon emissions is an important method to drive emissions reductions...

[T]he Carbon Utilization Procurement Grants program will help offset 50% of the costs to states, local governments, and public utilities or agencies to procure and use products developed through the conversion of captured carbon dioxide and carbon monoxide emissions. The commercial or industrial products to be procured and used under these grants must demonstrate a significant net reduction in greenhouse gas emissions compared to incumbent products via a life cycle analysis...

Projects selected under this opportunity will be required to develop and implement strategies to ensure strong community and worker benefits, and report on such activities and outcomes.