NEWS
Wood Mackenzie's Oct 30 note puts heavy-frame gas turbine waits at about 278 weeks and large transformers at about 162. AEP has a plan for SB Energy's proposed 10.4 GW Piketon, Ohio campus, and PJM has refiled a reliability backstop purchase of about 6,800 MW at FERC, with comments due Nov 30. Lead times and the grid moves behind them, in one place.
Found via Aashish Yadav on LinkedIn
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NEWS
Amanda Goodall tracks Anthropic's recent senior hires and finds many are not researchers but people who get power, land and government approval, including hires from Hitachi Energy and Google's data center supply chain. AI labs are now staffing like utilities and developers. That tells you where the bottleneck sits.
HOW-TO
Because machine builders will not paste PLC code into a cloud chatbot, Matt Kurantowicz ran a free model on one GPU with Ollama, no network and no API key. It wrote structured text locally and launched CODESYS through a local MCP client, though full project creation still failed. The offline path is what makes AI usable on controls IP.
TOOL
ENFORCE is an MIT-licensed PyTorch framework from TU Delft that adds a projection layer so a neural network's predictions satisfy equality and inequality constraints, such as mass balances. Artur Schweidtmann shows a distillation model that scores well while inventing material, which ENFORCE prevents. Shell supported the research. For process models, hard constraints beat hoping the network learned conservation.
For process engineers and data scientists building surrogate models of plants.
Found via Artur Schweidtmann on LinkedIn