An anonymous reader shared this report from CNN: Five times the size of Paris. Visible from space. The world's biggest energy plant. Enough electricity to power Switzerland. The scale of the project transforming swathes of barren salt desert on the edge of western India into one of the most important sources of clean energy anywhere on the planet is so overwhelming that the man in charge can't keep up. "I don't even do the math any more," Sagar Adani told CNN in an interview last week.

Adani is executive director of Adani Green Energy Limited (AGEL). He's also the nephew of Gautam Adani, Asia's second richest man, whose $100 billion fortune stems from the Adani Group, India's biggest coal importer and a leading miner of the dirty fuel. Founded in 1988, the conglomerate has businesses in fields ranging from ports and thermal power plants to media and cements. Its clean energy unit AGEL is building the sprawling solar and wind power plant in the western Indian state of Gujarat at a cost of about $20 billion.

It will be the world's biggest renewable park when it is finished in about five years, and should generate enough clean electricity to power 16 million Indian homes... [T]he park will cover more than 200 square miles and be the planet's largest power plant regardless of the energy source, AGEL said.
CNN adds that the company "plans to invest $100 billion into energy transition over the next decade, with 70% of the investments ear-marked for clean energy."

"In less than 15 years, battery costs have fallen by more than 90%," according to a new report from the International Energy Agency, "one of the fastest declines ever seen in clean energy technologies."

And it's expected to get even cheaper, reports Reuters: An expected sharp fall in battery costs for energy storage in coming years will accelerate the shift to renewable energy from fossil fuels, the International Energy Agency (IEA) said on Thursday... The total capital costs of battery storage are due to tumble by up to 40% by 2030, the Paris-based watchdog said in its Batteries and Secure Energy Transitions report.

"The combination of solar PV (photovoltaic) and batteries is today competitive with new coal plants in India," said IEA Executive Director Fatih Birol. "And just in the next few years, it will be cheaper than new coal in China and gas-fired power in the United States. Batteries are changing the game before our eyes." [...] The global market for energy storage doubled last year to over 90 gigawatt-hours (GWh), the report said...

The slide in battery costs will also help provide electricity to millions of people without access, cutting by nearly half the average electricity costs of mini-grids with solar PV coupled with batteries by 2030, the IEA said.
The Los Angeles Times notes one place adopting the tech is California: Standing in the middle of a solar farm in Yolo County, [California governor] Newsom announced the state now had battery storage systems with the capacity of more than 10,000 megawatts — about 20% of the 52,000 megawatts the state says is needed to meet its climate goals.
Although Newsom acknowledged it isn't yet enough to eliminate blackouts...

This year Dell moved to soldered RAM for its XPS 14 and 16, writes Digital Trends, which "makes it impossible to upgrade, or even repair."

"This was a big change from the past, where the XPS 15 and 17 were both celebrated for their upgradability." Of course, Dell isn't the first to make the transition. In fact, they're one of the last, which is what makes the decision so much tougher to swallow. Where soldered RAM was previously limited to just MacBooks and ultrabooks, it's now affecting most high-performance laptops for gaming as well. Even the fantastic ROG Zephyrus G14 moved to soldered memory this year.
After two months of research, the article's author acknowledges "there are tangible benefits to companies using soldered RAM, and all the people I spoke to while writing this agree that they outweigh the downsides, but how that applies to the end-user is a bit more complicated." If there's one thing and one thing only that soldered RAM is indisputably good for, it's saving space. [Haval Othman, a senior director of experience engineering at HP] explained the benefits, saying: "If battery life, mobility, form factor (thin and light), and power efficiency are my priority among other design choices, then my mind immediately goes to soldered RAM; because that's where soldered RAM can be beneficial and power-efficient, which will lead to longer battery life. Plus, it's going to give me more space on the motherboard, so I can design the product thinner and lighter. [...] If we want a thin product, the trade-off is soldering more of the devices onto the board."

This tracks. In a laptop, there's only so much space that can be used for components, and that free space grows smaller by the year to make ultrabooks possible. They're an industrywide trend that was first popularized by Apple, and the rest of the laptop manufacturing world quickly caught on. Each year, laptops are released thinner and lighter, and that means having to squeeze the components together in new, innovative ways... Soldering the memory down onto the motherboard means that it can be attached almost anywhere within the laptop instead of being slotted into a specific part of it. It effectively makes the laptop thinner by cutting back on the space that the RAM module takes up. The space saved by soldering memory can be used for other things, such as a bigger battery....

All three companies that I spoke to stress the form factor much more than any tangible cost benefits... Stuart Gill, director of global media relations, campaigns, and corporate content [said] "Both soldered and socketed RAM designs are now quite mature. As a result, we see no impact on the manufacturing process and, therefore, the cost to the consumer."
SO-DIMM chips also have "relatively limited bandwidth," according to HP's Othman, "while when you solder the memory chips onto the board, you can build it for a much wider bandwidth."

But the article ends by looking to the future. "The good news is that SO-DIMM memory might eventually be replaced by the CAMM2 standard." Recently approved by JEDEC, CAMM2 is said to be significantly thinner, and it'll be available both in soldered and non-soldered variants. Using CAMM2 will allow laptops to stack up to 128GB of RAM, and the frequencies are said to be going up, too. CAMM2 can also activate dual-channel memory with just a single module.

They're calling it "the world's largest 3D printer," but also "the factory of the future" — not just a 3D printer, but a manufacturing system. It's the succcessor to a 3D printer that could create an entire house, cutting construction time and labor, according to the Associated Press. And this one "may one day create entire neighborhoods." It has a voracious appetite, consuming as much as 500 pounds (227 kilograms) of material per hour... The university wants to show how homes can be constructed nearly entirely by a printer with a lower carbon footprint. The buildings and construction sector accounts for roughly 37% of global greenhouse gas emissions, largely due to the production and use of materials such as cement, steel and aluminum that have a significant carbon footprint, according to the United Nations Environment Programme. Such printed buildings can be recycled, which is unique compared to current construction. "You can basically deconstruct it, you can grind it up if you wish, the 3D printed parts, and reprint with them, do it again," Dagher said before the event...

But it can be used for a variety of other creations and already has been used for a range of things, from boats to defense department structures.
The project is partly funded by the U.S. military, according to the BBC. "Maine University says it hopes the printer can be used to make affordable housing, as well as bridges, boats and wind turbines."

1,000 petabytes.
A million terabytes.
One quintillion bytes (or 1,000,000,000,000,000,000).

That's the amount of storage reported by users of the Ceph storage solution (across more than 3,000 Ceph clusters).

The Ceph Foundation is a "directed fund" of the Linux Foundation, providing a neutral home for Ceph, "the most popular open source storage solution for modern data storage challenges" (offering an architecture that's "highly scalable, resilient, and flexible"). It's a software-defined storage platform, providing object storage, block storage, and file storage built on a common distributed cluster foundation.

And Friday they announced the release of Ceph Squid, "which comes with several performance and space efficiency features along with enhanced protocol support." Ceph has solidified its position as the cornerstone of open source data storage. The release of Ceph Squid represents a significant milestone toward providing scalable, reliable, and flexible storage solutions that meet the ever-evolving demands of digital data storage.

Features of Ceph Squid include improvements to BlueStore [a storage back end specifically designed for managing data on disk for Ceph Object Storage Daemon workloads] to reduce latency and CPU requirements for snapshot intensive workloads. BlueStore now uses RocksDB compression by default for increased average performance and reduced space usage. [And the next-generation Crimson OSD also has improvements in stability and read performance, and "now supports scrub, partial recovery and osdmap trimming."]

Ceph continues to drive the future of storage, and welcomes developers, partners, and technology enthusiasts to get involved.
Ceph Squid also brings enhancements for the CRUSH algorithm [which computes storage locations] to support more flexible and cost effective erasure coding configurations.

Tobias Mann reports via The Register: Canadian systems builder 45 Drives is perhaps best known for the dense multi-drive storage systems employed by the likes of Backblaze and others, but over the last year the biz has expanded its line-up to virtualization kit, and now low-power clients and workstations aimed at enterprises and home enthusiasts alike. 45 Drives' Home Client marks a departure from the relatively large rack-mount chassis it normally builds. Founder Doug Milburn told The Register the mini PC is something of a passion project that was born out of a desire to build a better home theater PC.

Housed within a custom passively cooled chassis built in-house by 45 Drive's parent company Protocase, is a quad-core, non-hyperthreaded Intel Alder Lake-generation N97 processor capable of boosting to 3.6GHz, your choice of either 8GB or 16GB of memory, and 250GB of flash storage. The decision to go with a 12-gen N-series was motivated in part by 45 Drives' internal workloads, Milburn explains, adding that to run PowerPoint or Salesforce just doesn't require that much horsepower. However, 45 Drives doesn't just see this as a low-power PC. Despite its name, the box will be sold under both its enterprise and home brands. In home lab environments, these small form factor x86 and Arm PCs have become incredibly popular for everything from lightweight virtualization and container hosts to firewalls and routers. [...]

In terms of software, 45 Drives says it will offer a number of operating system images for customers to choose from at the time of purchase, and Linux will be a first-class citizen on these devices. It's safe to say that Milburn isn't a big fan of Microsoft these days. "We run many hundreds of Microsoft workstations here, but we're kind of moving away from it," he said. "With Microsoft, it's a control thing; it's forced updates; it's a way of life with them." Milburn also isn't a fan of Microsoft's registration requirements and online telemetry. "We want control over what all our computers do. We want no traffic on our network that's out of here," he said. As a result, Milburn says 45 Drives is increasingly relying on Linux, and that not only applies to its internal machines but its products as well. Having said that, we're told that 45 Drives recognizes that Linux may not be appropriate for everyone and will offer Windows licenses at an additional cost. And, these both being x86 machines, there's nothing stopping you from loading your preferred distro or operating system on them after they've shipped. These workstations aren't exactly cheap. They start at $1,099 without the dedicated GPU. "The HL15 will set you back $799-$910 for the bare chassis if you opted for the PSU or not," adds The Register. "Meanwhile, a pre-configured system would run you $1,999 before factoring in drives."

Jonathan M. Gitlin reports Ars Technica: Honda announced today that it will spend $11 billion to expand its electric vehicle manufacturing presence in North America. The Japanese automaker already has a number of factories in the US, Mexico, and Canada, and it's this last one that will benefit from the expansion, with four EV-related plants planned for Ontario. Honda says it has begun evaluating requirements for what it's calling an "innovative and environmentally responsible" EV factory and a standalone EV battery plant in Alliston, Ontario, which is already home to Honda's two existing Canadian manufacturing facilities.

Additionally, the automaker wants to set up another two sites as joint ventures. One will be a plant that processes cathode active materials and their precursors -- the various elements like nickel and manganese that are combined with lithium in lithium-ion batteries -- set up in a partnership with POSCO Future M, a South Korean battery material and chemical company. (POSCO is already working with General Motors on another joint venture battery precursor material facility in Betancour, Quebec, that is supposed to become operational in 2026.) A second joint venture will be a partnership with Asahi Kasei, which will manufacture battery separators, the material that keeps the anode and cathode apart. The locations of these two joint ventures have not yet been announced.

Honda thinks it will be able to start making EVs in Ontario in 2028 and says the assembly plant will have the capacity to build 240,000 EVs per year. Meanwhile, the battery plant is planned to have an annual output of 36 GWh.

An anonymous reader quotes a report from Tom's Hardware: TSMC announced its leading-edge 1.6nm-class process technology today, a new A16 manufacturing process that will be the company's first Angstrom-class production node and promises to outperform its predecessor, N2P, by a significant margin. The technology's most important innovation will be its backside power delivery network (BSPDN). Just like TSMC's 2nm-class nodes (N2, N2P, and N2X), the company's 1.6nm-class fabrication process will rely on gate-all-around (GAA) nanosheet transistors, but unlike the current and next-generation nodes, this one uses backside power delivery dubbed Super Power Rail. Transistor and BSPDN innovations enable tangible performance and efficiency improvements compared to TSMC's N2P: the new node promises an up to 10% higher clock rate at the same voltage and a 15%-20% lower power consumption at the same frequency and complexity. In addition, the new technology could enable 7%-10% higher transistor density, depending on the actual design.

The most important innovation of TSMC's A16 process, which was unveiled at the company's North American Technology Symposium 2024, is the introduction of the Super Power Rail (SPR), a sophisticated backside power delivery network (BSPDN). This technology is tailored specifically for AI and HPC processors that tend to have both complex signal wiring and dense power delivery networks. Backside power delivery will be implemented into many upcoming process technologies as it allows for an increase in transistor density and improved power delivery, which affects performance. Meanwhile, there are several ways to implement a BSPDN. TSMC's Super Power Rail plugs the backside power delivery network to each transistor's source and drain using a special contact that also reduces resistance to get the maximum performance and power efficiency possible. From a production perspective, this is one of the most complex BSPDN implementations and is more complex than Intel's Power Via. Volume production of A16 is slated for the second half of 2026. "Therefore, actual A16-made products will likely debut in 2027," notes the report. "This timeline positions A16 to potentially compete with Intel's 14A node, which will be Intel's most advanced node at the time."

Seagate has joined Western Digital in increasing the prices of hard drives, with rising demand due to the huge data requirements of AI taking the blame. AI is also behind a rapid growth in orders for Enterprise solid state drives. From a report: One of the big three makers of traditional rotating hard disk drives, Seagate informed customers that it is increasing prices effective immediately for new orders, but also for any changes to orders that are "over and above" previously committed volumes. This was disclosed in a letter from the company seen by analyst Trendforce, and comes just a couple of weeks after rival manufacturer Western Digital sent out a similar letter to customers informing them of price hikes.

According to Trendforce, the cause of the issue is two-fold: rising demand for high-capacity HDD products driven by the current craze for all things AI, and reduced production by hard drive manufacturers that means they are unable to meet the demand, leading to soaring prices. The rising demand comes from AI training requiring huge volumes of data: OpenAI's GPT-3 model is said to have been trained using 45TB of data, which may have been surpassed for newer models. And while flash-based SSDs boast high-speed and low-latency, storing everything in flash would still be costly. Seagate launched a 30TB hard drive line last year. Hard drive production was cut by as much as 20 percent over the last two years or so because of falling orders during the pandemic, and now manufacturers are unprepared for a sudden uptick in demand.

Hartley Charlton reports via MacRumors: Apple is said to be developing its own AI server processor using TSMC's 3nm process, targeting mass production by the second half of 2025. According to a post by the Weibo user known as "Phone Chip Expert," Apple has ambitious plans to design its own artificial intelligence server processor. The user, who claims to have 25 years of experience in the integrated circuit industry, including work on Intel's Pentium processors, suggests this processor will be manufactured using TSMC's 3nm node.

Apple's purported move toward developing a specialist AI server processor is reflective of the company's ongoing strategy to vertically integrate its supply chain. By designing its own server chips, Apple can tailor hardware specifically to its software needs, potentially leading to more powerful and efficient technologies. Apple could use its own AI processors to enhance the performance of its data centers and future AI tools that rely on the cloud. While Apple is rumored to be prioritizing on-device processing for many of its upcoming AI tools, it is inevitable that some operations will have to occur in the cloud. By the time the custom processor could be integrated into operational servers in late 2025, Apple's new AI strategy should be well underway.

An anonymous reader quotes a report from Ars Technica: Two researchers at the University of California, Davis -- Yanning Li and Alan Jenn -- have determined that nearly two-thirds of [California's] feeder lines don't have the capacity that will likely be needed for car charging. Updating to handle the rising demand might set its utilities back as much as 40 percent of the existing grid's capital cost. Li and Jenn aren't the first to look at how well existing grids can handle growing electric vehicle sales; other research has found various ways that different grids fall short. However, they have access to uniquely detailed data relevant to California's ability to distribute electricity (they do not concern themselves with generation). They have information on every substation, feeder line, and transformer that delivers electrons to customers of the state's three largest utilities, which collectively cover nearly 90 percent of the state's population. In total, they know the capacity that can be delivered through over 1,600 substations and 5,000 feeders.[...]

By 2025, only about 7 percent of the feeders will experience periods of overload. By 2030, that figure will grow to 27 percent, and by 2035 -- only about a decade away -- about half of the feeders will be overloaded. Problems grow a bit more slowly after that, with two-thirds of the feeders overloaded by 2045, a decade after all cars sold in California will be EVs. At that point, total electrical demand will be close to twice the existing capacity. The problems aren't evenly distributed, though. They appear first in high-population areas like the Bay Area. And throughout this period, most of the problems are in feeders that serve residential and mixed-use neighborhoods. The feeders that serve neighborhoods that are primarily business-focused don't see the same coordinated surge in demand that occurs as people get home from work and plug in; they're better able to serve the more erratic use of charging stations at office complexes and shopping centers. In terms of the grid, residential services will need to see their capacity expand by about 16 gigawatts by 2045. Public chargers will need nine gigawatts worth of added capacity by the same point. The one wild card is direct current fast charging. Eliminating fast chargers entirely would reduce the number of feeders that need upgrades by 12 percent. Converting all public stations to DC fast charging, in contrast, would boost that number by 15 percent. So the details of the upgrades that will be needed will be very sensitive to the impatience of EV drivers.

Paying for the necessary upgrades will be pricey, but there's a lot of uncertainty here. Li and Jenn came up with a range of anywhere between $6 billion and $20 billion. They put this in context in two ways. The total capital invested in the existing grid is estimated to be $51 billion, so the cost of updating it could be well over a third of its total value. At the same time, the costs will be spread out over decades and only total up to (at most) three times the grid's annual operation and maintenance costs. So in any one year, the costs shouldn't be crippling. All that might be expected to drive the cost of electricity up. But Li and Jenn suggest that the greater volume of electricity consumption will exert a downward pressure on prices (people will pay more overall but pay somewhat less per unit of electricity). Based on a few economic assumptions, the researchers conclude that this would roughly offset the costs of the necessary grid expansion, so the price per unit of electricity would be largely static. The findings have been published in the journal Proceedings of the National Academy of Sciences (PNAS).

Lenovo's latest ThinkPad P1 Gen 7 laptop is set to be the first to use the new LPCAMM2 memory form factor, the successor to SODIMM sticks. From a report: While Lenovo has largely focused on the AI performance of its new laptop, which is equipped with an Intel Core Ultra CPU and Nvidia RTX 3000 Ada GPU, the company also noted that its device was the first in the world to use the LPCAMM2 memory standard. LPCAMM2 uses 64 percent less space than SODIMM and 61 percent less active power, according to Lenovo. This is thanks to it being based on LPDDR5X memory instead of regular DDR5.

Designed specifically for laptops, the LPCAMM2 standard actually has its origins in tech developed by Dell. Simply termed CAMM (Compression Attached Memory Module), it first debuted as a proprietary type of memory in Dell's Precision 7670 in 2022. However, in 2023 the PC giant donated its intellectual property to JEDEC, the organization that standardizes memory technologies. CAMM became LPCAMM2 (Low-Power Compression Attached Memory Module) in September 2023 when JEDEC finally confirmed its specifications. Samsung promptly announced plans to produce LPCAMM2 sticks, and claimed they would have 50 percent more performance and 70 percent more efficiency than their SODIMM-based predecessors. Plus, LPCAMM2 can offer dual-channel memory without requiring a second module.

Today, Framework is the modular repairable laptop company. Tomorrow, it wants to be a consumer electronics company, period. From a report: That's one of the biggest reasons it just raised another $18 million in funding -- it wants to expand beyond the laptop into "additional product categories." Framework CEO Nirav Patel tells me that has always been the plan. The company originally had other viable ideas beyond laptops, too. "We chose to take on the notebook space first," he says, partly because Framework knew it could bootstrap its ambitions by catering to the PC builders and tinkerers and Linux enthusiasts left behind by big OEMs -- and partly because it wanted to go big or go home.

If Framework could succeed in laptops, he thought, it would be able to build almost anything. After five years building laptops, what might Framework add to the portfolio? Patel won't say -- I only get the barest hints, no matter how many different ways I ask. He won't even say if they'll make less or more of a splash than laptops. Framework might choose an "equally difficult" category or might instead try something "a bit smaller and simpler to execute, streamlined now that we have all this infrastructure."

Okian Warrior writes: For $10,000, you can now get a flamethrower mounted on a robotic dog. Just load the webpage and scroll down. I saw this on the news today. *Definitely* we need to have a conversation about where AI is going. The robot, called the Thermonator, is constructed by Ohio flame throwing manufacturer Throwflame and features one of the company's ARC flamethrowers mounted on its back. The 26-pound robotic quadruped "can shoot fire in a 30-foot stream and comes with a built-in fuel tank powered by gasoline," notes Gizmodo. "The company says the robot also has an hour-long battery, a laser sight, and lidar mapping, and it can be remotely controlled via the company's app."

The company says its product is designed for "wildfire control and prevention," "agriculture management," "ecological conservation," "entertainment and SFX," and "snow and ice removal." It can be yours for the low price of $9,420 with free shipping.

An anonymous reader quotes a report from Ars Technica: Quantum dots are already moving in the premium display category, particularly through QD-OLED TVs and monitors. The next step could be QDEL, short for "quantum dot electroluminescent," also known as NanoLED, screens. Not to be confused with the QLED (quantum light emitting diode) tech already available in TVs, QDEL displays don't have a backlight. Instead, the quantum dots are the light source. The expected result is displays with wider color spaces than today's QD-OLEDs (quantum dot OLEDs) that are also brighter, more affordable, and resistant to burn-in. It seems like QDEL is being eyed as one of the most potentially influential developments for consumer displays over the next two years. If you're into high-end display tech, QDEL should be on your radar.

You may know QDEL as NanoLED because that's what Nanosys, a quantum dot supplier developing the technology, calls it. QDEL has gone by other names, such as QLED -- before Samsung claimed that acronym for LCD-LED TVs that use quantum dots. You may also see QDEL referred to as QD-EL, QD-LED, or EL-QD. As the alphabet soup suggests, there are still some things to finalize with this tech. This article will mostly use the term QDEL, with occasional references to NanoLED. If none of those names sound familiar, it's probably because you can't buy any QDEL products yet. Suppliers suggest that could change in the next few years; Nanosys is targeting 2026 for commercial availability. [...]

Today's OLED screens use OLED material as their light source, with QD-OLED specifically applying quantum dots to convert the light into color. In QLED, the light source is a white backlight; QDEL displays apply electricity directly to quantum dots, which then generate light. QDEL uses a layer of quantum dots sandwiched between an anode and cathode to facilitates the flow of electricity into the quantum dots. QDEL displays have pixels made of a red quantum dot subpixel, green quantum dot subpixel, and -- differing from today's QLED and QD-OLED displays -- blue quantum dot subpixel. QDEL displays use the same quantum dot cores that QD-OLED and QLED products use, [Jeff Yurek, Nanosys' VP of marketing] told me, adding, "The functionalization of the outer layer of the [quantum dots] needs to be changed to make it compatible with each display architecture, but the cores that do the heavy lifting are pretty much the same across all of these."

Because QDEL pixels make their own light and can therefore turn off completely, QDEL displays can deliver the same deep blacks and rich contrast that made OLED popular. But with the use of direct-view quantum dots, stakeholders are claiming the potential for wider color gamuts than we've seen in consumer displays before. With fewer layers and parts, there are also implications for QDEL product pricing, longevity, and even thinness. [...] The fact that quantum dots are already being successfully applied to LCD-LED and OLED screens is encouraging for future QDEL products. QDEL stakeholders claim that the tech could bring efficiencies like lower power consumption and higher brightness than OLED. (Research using a prototype device has recorded quantum dot light-emitting diodes reaching 614,000 nits. Of course, those aren't the type of results you should expect to see in a real-life consumer product.) There's also hope that QDEL could eventually last longer than OLED, especially since QDEL doesn't rely on organic materials that can cause burn-in.

An anonymous reader quotes a report from the Washington Post: In sunny California, solar panels are everywhere. They sit in dry, desert landscapes in the Central Valley and are scattered over rooftops in Los Angeles's urban center. By last count, the state had nearly 47 gigawatts of solar power installed -- enough to power 13.9 million homes and provide over a quarter of the Golden State's electricity. But now, the state and its grid operator are grappling with a strange reality: There is so much solar on the grid that, on sunny spring days when there's not as much demand, electricity prices go negative. Gigawatts of solar are "curtailed" -- essentially, thrown away. In response, California has cut back incentives for rooftop solar and slowed the pace of installing panels. But the diminishing economic returns may slow the development of solar in a state that has tried to move to renewable energy. And as other states build more and more solar plants of their own, they may soon face the same problems.

Curtailing solar isn't technically difficult -- according to Paul Denholm, senior research fellow at the National Renewable Energy Laboratory, it's equivalent to flipping a switch for grid operators. But throwing away free power raises electricity prices. It has also undercut the benefits of installing rooftop solar. Since the 1990s, California has been paying owners of rooftop solar panels when they export their energy to the grid. That meant that rooftop solar owners got $0.20 to $0.30 for each kilowatt-hour of electricity that they dispatched. But a year ago, the state changed this system, known as "net-metering," and now only compensates new solar panel owners for how much their power is worth to the grid. In the spring, when the duck curve is deepest, that number can dip close to zero. Customers can get more money back if they install batteries and provide power to the grid in the early evening or morning.

The change has sparked a huge backlash from Californians and rooftop solar companies, which say that their businesses are flagging. Indeed, Wood Mackenzie predicts that California residential solar installations in 2024 will fall by around 40 percent. Some state politicians are now trying to reverse the rule. "Under the CPUC's leadership California is responsible for the largest loss of solar jobs in our nation's history," Bernadette del Chiaro, the executive director of the California Solar and Storage Association, said in a statement referring to California's public utility commission. But experts say that it reflects how the economics of solar are changing in a state that has gone all-in on the technology. [...] To cope, [California's grid operator, known as CAISO] is selling some excess power to nearby states; California is also planning to install additional storage and batteries to hold solar power until later in the afternoon. Transmission lines that can carry electricity to nearby regions will also help -- some of the lost power comes from regions where there simply aren't enough power lines to carry a sudden burst of solar. Denholm says the state is starting to take the steps needed to deal with the glut. "There are fundamental limits to how much solar we can put on the grid before you start needing a lot of storage," Denholm said. "You can't just sit around and do nothing." Further reading: The Energy Institute discusses this problem in a recent blog post.

Since 2020, the residential electricity rates in California have risen by as much as 40% after adjusting for inflation. While there's been "a lot of finger-pointing about the cause of these increases," the authors note that the impact on rates is multiplied when customers install their own generation and buy fewer kilowatts-hours from the grid because those households "contribute less towards all the fixed costs in the system." These fixed costs include: vegetation management, grid hardening, distribution line undergrounding, EV charging stations, subsidies for low income customers, energy efficiency programs, and the poles and wires that we all rely on whether we are taking electricity off the grid or putting it onto the grid from our rooftop PV systems.

"Since those fixed costs still need to be paid, rates go up, shifting costs onto the kWhs still being bought from the grid."

An anonymous reader shares a report: To accommodate tech companies' pivots to artificial intelligence, tech companies are increasingly investing in ways to power AI's immense electricity needs. Most recently, OpenAI CEO Sam Altman invested in Exowatt, a company using solar power to feed data centers, according to the Wall Street Journal. That's on the heals of OpenAI partner, Microsoft, working on getting approval for nuclear energy to help power its AI operations. Last year Amazon, which is a major investor in AI company Anthropic, said it invested in more than 100 renewable energy projects, making it the "world's largest corporate purchaser of renewable energy for the fourth year in a row."

Bloomberg looks at America's biggest operator of private electrical vehicle charging infrastructure: Amazon. "In a little more than two years, Amazon has installed more than 17,000 chargers at about 120 warehouses around the U.S." — and had Rivian build 13,500 custom electric delivery vans. Amazon has a long way to go. The Seattle-based company says its operations emitted about 71 million metric tons of carbon dioxide equivalent in 2022, up by almost 40% since Jeff Bezos's 2019 vow that his company would eventually stop contributing to the emissions warming the planet. Many of Amazon's emissions come from activities — air freight, ocean shipping, construction and electronics manufacturing, to name a few — that lack a clear, carbon-free alternative, today or any time soon. The company has not made much progress on decarbonization of long-haul trucking, whose emissions tend to be concentrated in industrial and outlying areas rather than the big cities that served as the backdrop for Amazon's electric delivery vehicle rollout...

Another lesson Amazon learned is one the company isn't keen to talk about: Going green can be expensive, at least initially. Based on the type of chargers Amazon deploys — almost entirely midtier chargers called Level 2 in the industry — the hardware likely cost between $50 million and $90 million, according to Bloomberg estimates based on cost estimates supplied by the National Renewable Energy Laboratory. Factoring in costs beyond the plugs and related hardware — like digging through a parking lot to lay wires or set up electrical panels and cabinets — could double that sum. Amazon declined to comment on how much it spent on its EV charging push.
In addition to the expense of the chargers, electric vehicle-fleet operators are typically on the hook for utility upgrades. When companies request the sort of increases to electrical capacity that Amazon has — the Maple Valley warehouse has three megawatts of power for its chargers — they tend to pay for them, making the utility whole for work done on behalf of a single customer. Amazon says it pays upgrade costs as determined by utilities, but that in some locations the upgrades fit within the standard service power companies will handle out of their own pocket.
The article also includes this quote from Kellen Schefter, transportation director at the Edison Electric Institute trade group (which worked with Amazon on its electricity needs). "Amazon's scale matters. If Amazon can show that it meets their climate goals while also meeting their package-delivery goals, we can show this all actually works."

Remember when Apple filed a lawsuit against chip startup Rivos (saying that in one year Rivos hired more than 40 former Apple employees to work on competing system-on-a-chip technology)? Apple settled that suit in February.

And now Tuesday Rivos announced that it raised $250 million, according to Reuters, "in a funding round that will enable it to manufacture its first server chip geared for artificial intelligence," combining a CPU with an AI-accelerating component optimized for LLMs and data analytics. Nvidia gobbled up more than 80% market share of AI chips in 2023. But a host of startups and chip giants have started to launch competing products, such as Intel's Gaudi 3 and Meta's inference chip — both unveiled last week. Rivos is tight-lipped about the specifics of the product, but has disclosed that its plans include designing chips based on the RISC-V architecture, which is an open source alternative to the architectures made by Arm, Intel, and Advanced Micro Devices.. [U]sing the open source alternative means Rivos does not have to pay a license fee to Arm. "RISC-V doesn't have a (large) software ecosystem, so I decided to form a company and then build software-defined hardware — just like what CUDA did with Nvidia," said Lip-Bu Tan, founding managing partner at Walden Catalyst, one of Rivos' investors.
Meanwhile, there's a rumor that Allen Wu, former chief executive of Arm China, has founded a new company that will develop chips based on RISC-V. Tom's Hardware writes: Under the leadership of the controversial Allen Wu, Zhongzhi Chip is reportedly attracting a notable influx of talent, including numerous former employees of Arm, indicating the new company's serious ambitions in the chip sector... [T]he company's operational focus remains partially unclear, with speculation around whether it will primarily engage in its own R&D initiatives or represent Tenstorrent in China as its agent... which develops HPC CPUs and AI processors based on the RISC-V ISA... Based on the source report, Zhongzhi Chip is leveraging its connections and forming alliances with several other leading global RISC-V chip developers.

CNBC visited a small group of bitcoin miners who "set up shop at the site of an extinct volcano" near Kenya's Hell's Gate National Park.

Their mine "consists of a single 500-kilowatt mobile container that, from the outside, looks like a small residential trailer." But what's more interesting is it's operated by a startup called Gridless. (According to its web site Gridless "designs, builds, and operates bitcoin mining sites alongside small-scale renewable energy producers in rural Africa where excess energy is not utilized...") Backed by Jack Dorsey's Block, Gridless electrifies its machines with a mix of solar power and the stranded, wasted energy from a nearby geothermal site. It's one of six mines run by the company in Kenya, Malawi and Zambia, powered by a mix of renewable inputs and working toward a broader mission of securing and decentralizing the bitcoin network... In early 2022, [the three Gridless co-founders] began brainstorming creative solutions for the divide between power generation and capacity, and the lack of access to electricity in Africa. They landed on the idea of bitcoin mining, which could potentially solve a big problem for renewable energy developers by taking their stranded power and spreading it to other parts of the continent.

In Africa, 43% of the population, or roughly 600 million people, lack access to electricity.... Africa is home to an estimated 10 terawatts of solar capacity, 350 gigawatts of hydro and another 110 gigawatts of wind. Some of this renewable energy is being harnessed already, but a lot isn't because building the specialized infrastructure to capture it is expensive. Even with 60% of the best solar resources globally, Africa only has 1% of installed solar PV capacity.

Enter bitcoin miners.

Bitcoin gets a bad rap for the amount of energy it consumes, but it can also help unlock these trapped renewable sources of power. Miners are essentially energy buyers, and co-locating with renewables creates a financial incentive to bolster production. "As often happens, you'll have an overage of power during the day or even at night, and there's nobody to soak that power up," said Hersman. He said his company's 50-kilowatt mining container can "take up whatever is extra throughout the day...." Demand from bitcoin miners on these semi-stranded assets is making renewables in Africa economically viable. The power supplier benefits from selling energy that previously had been discarded, while the energy plants will sometimes lower costs for the customer. At one of the Gridless pilot sites in Kenya, the hydro plant dropped the price of power from 35 cents per kilowatt hour to 25 cents per kWh.

The buildout of capacity is also electrifying households. Gridless says its sites have powered 1,200 houses in Zambia, 1,800 in Malawi and 5,000 in Kenya. The company's mines also have delivered power for containerized cold storage for local farmers, battery charging stations for electric motorcycles and public WiFi points.