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US Regulator Rejects Bid To Boost Nuclear Power To Amazon Data Center

The Federal Energy Regulatory Commission (FERC) blocked Amazon's bid to access more power from the Susquehanna nuclear plant for its Pennsylvania data center, citing grid reliability and consumer cost concerns. The Hill reports: In a 2-1 decision, the FERC found the regional grid operator, PJM Interconnection, failed to prove that the changes to the transmission agreement with Susquehanna power plant were necessary. The regulator's two Republican commissioners, Mark Christie and Lindsay See, outvoted Democratic chair Willie Phillips. The chair's two fellow Democratic commissioners, David Rosner and Judy Chang, sat out the vote. "Co-location arrangements of the type presented here present an array of complicated, nuanced and multifaceted issues, which collectively could have huge ramifications for both grid reliability and consumer costs," Christie wrote in a concurring statement. In a dissenting statement, Phillips argued the deal with Amazon "represents a 'first of its kind' co-located load configuration" and that Friday's decision is a "step backward for both electric reliability and national security." "We are on the cusp of a new phase in the energy transition, one that is characterized as much by soaring energy demand, due in large part to AI, as it is by rapid changes in the resource mix," Phillips wrote. Amazon purchased a 960-megawatt data center next to the Susquehanna power plant for $650 million earlier this year. Following the announcement, PJM sought to increase the amount of power running directly to the co-located data center. However, the move faced pushback from regional utilities, including Exelon and American Electric Power (AEP).

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How Samsung Fell Behind in the AI Boom - and Lost $126 Billion in Market Value

After missing a chance to capitalize on the AI boom, "Samsung's profit has plunged," reports CNBC, and "around $126 billion has been wiped off its market value, according to data from S&P Capital IQ." It's gotten so bad that "an executive issued a rare public apology about the company's recent financial performance." [A]s AI applications such as OpenAI's ChatGPT rose in popularity, the underlying infrastructure required to train the huge models they rely on became a bigger focus. Nvidia has emerged as the top player in this space with its graphics processing units (GPUs) that have become the gold standard used by tech giants for AI training. A crucial part of that semiconductor architecture is high-bandwidth memory, or HBM. This next generation of memory involves stacking multiple dynamic random access memory (DRAM) chips, but it had a small market before the AI boom. That's where Samsung got caught out and failed to invest... SK Hynix saw this opportunity. The company aggressively launched HBM chips which were approved for use in Nvidia architecture and, in the process, the South Korean firm established a close relationship with the U.S. giant. Nvidia's CEO even asked the company to speed up supply of its next generation chip, underscoring the importance of HBM to its products. SK Hynix posted record quarterly operating profit in the September quarter... Analysts said that Samsung is lagging behind competitors for a number of reasons, including underinvestment in HBM and the fact that it is not a first-mover. "It is fair to say that Samsung has not been able to close the gap with SK Hynix on the HBM development roadmap," said Kazunori Ito [director of equity research at Morningstar]. Samsung's ability to make a comeback in the short term appears to be closely linked to Nvidia. A company must pass a strict qualification process before Nvidia approves it as a HBM supplier — and Samsung has not yet completed this verification. But a green light from Nvidia could open the door for Samsung to return to growth and compete more effectively with SK Hynix, according to analysts.

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Cuba's Power Grid Collapses Again After Second Hurricane. And Then an Earthquake Hit

Wednesday Cuba was hit by a major hurricane which took down its entire power grid again, this time for about 24 hours, according to CNN: Videos of the aftermath showed power infrastructure turned into a mangled mess and power poles down on streets. Hundreds of technicians were mobilized Thursday to reestablish power connections, according to state media... Operations at two electrical plants were partially restored and parts of eastern and central Cuba had electricity back up by Thursday afternoon, state media reported... The country's power grid has collapsed multiple times, including when Hurricane Oscar hit in October and killed at least 7 people. In the capital of Havana, where 2 million people live, power had been restored to less than 20% of the city by late Friday afternoon, . "Authorities had not yet given an estimate for when power would be fully restored..." Then tonight, CNN reported: A 6.8 magnitude earthquake struck off the coast of eastern Cuba on Sunday, causing material damage in several regions as the island continues to recover from widespread blackouts and the impact of two hurricanes over the past few weeks. The earthquake was reported about 39 km (24 miles) south of Bartolomé Masó before noon local time, about an hour after a 5.9 magnitude quake rocked the area, the United States Geological Survey (USGS) said. "There have been landslides, damage to homes and power lines," Cuban President Miguel Díaz-Canel said, adding that authorities are evaluating the situation to start recovery efforts.

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Can AI-Enabled Thermostats Create a 'Virtual Power Plant' in Texas?

Renew Home says they're building a "virtual power plant" in Texas by "enabling homes to easily reduce and shift the timing of energy use." Thursday they announced a 10-year project distributing hundreds of thousands of smart thermostats to customers of Texas-based power utility NRG Energy, starting next spring. (Bloomberg calls them "AI-enabled thermostats that use Alphabet Inc.'s Google Cloud technology.") The ultimate goal? "Create a nearly 1-gigawatt, AI-powered virtual power plant" — equivalent to 1.9 million solar panels, enough to power about 200,000 homes during peak demand. One NRG executive touted the move as "cutting-edge, AI-driven solutions that will bolster grid resilience and contribute to a more sustainable future." [Residential virtual power plants] work by aggregating numerous, small-scale distributed energy resources like HVAC systems controlled by smart thermostats and home batteries and coordinating them to balance supply and demand... NRG, in partnership with Renew Home, plans to offer Vivint and Nest smart thermostats, including professional installation, at no cost to eligible customers across NRG's retail electricity providers and plans. These advanced thermostats make subtle automatic HVAC adjustments to help customers shift their energy use to times when electricity is less constrained, less expensive, and cleaner... Over time, the parties expect to add devices like batteries and electric vehicles to the virtual power plant, expanding energy savings opportunities for customers... Through the use of Google Cloud's data, analytics, and AI technology, NRG will be able to do things like better predict weather conditions, forecast wind and solar generation output, and create predictive pricing models, allowing for more efficient production and ultimately ensuring the home energy experience is seamless for customers. Google Cloud will also offer "its AI and machine learning to determine the best time to cool or heat homes," reports Bloomberg, "based on a household's energy usage patterns and ambient temperatures." It was less than a year ago that Renew Home was formed when Google spun off the load-shifting service for its "Google Nest" thermostats, which merged with load-shift management startup OhmConnect. Bloomberg describes this week's announcement as "Three of the biggest names in US home energy automation... coming together to offer some relief to the beleaguered Texas electrical grid." But they point out that 1 gigawatt is roughly 1% of the record summer demand seen in Texas this year. Still, "The entire industry has been built to serve the peak load on the hottest day of the year," said Rasesh Patel, president of NRG's consumer unit. "This allows us to be a lot more smarter about demand in shaving the peak."

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LG's New Stretchable Display Can Grow By 50%

An anonymous reader quotes a report from Tom's Hardware: LG Display, one of the global leaders in display technologies, unveiled a new stretchable display prototype that can expand by up to 50%. This makes it the most stretchable display in the industry, more than doubling the previous record of 20% elongation. [...] The prototype being flexed in [this image] is a 12-inch screen with a 100-pixel-per-inch resolution and full RGB color that expands to 18-inches when pulled. LG Display said that it based the stretchable display on a "special silicon material substrate used in contact lenses" and then improved its properties for better "stretchability and flexibility." It also used a new wiring design structure and a micro-LED light source, allowing users to repeatedly stretch the screen over 10,000 times with no effect on image quality.

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