SAP unveiled Physical AI at TechEd, and at Holcim a maintenance plan in SAP Plant Maintenance now triggers inspections by quadruped robots and industrial drones of conveyor belts and kilns. Once the inspection runs, a maintenance notification is created back in SAP. Inspection is moving inside the maintenance workflow instead of beside it.
An analyst summary of Hubbell's third-quarter results says data center sales grew more than 80% organically, substation components more than 20%, and utility backlog rose more than $500 million this year. The grid hardware order book is where the AI build-out shows up in numbers.
A post from George Merchant describes a Master Forge plant digital twin assembled from PanelCAD electrical drawings and PLC logic rather than built by hand. The idea is useful; the proof so far is a vendor post.
NERC's board approved reliability standards for large computational loads of 50 MW or more connected at 100 kV or more, covering AI data centers and crypto miners, and they now go to FERC. Big data centers are starting to be treated like grid assets, not just customers.