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.
Oil & Gas Journal editor Chris Smith talks with Gino Hernandez, head of digital business at ABB Energy Industries, about how AI agents could coordinate field, control room and plant workflows. They cover data quality and provenance, and how to balance more autonomy with safety, cybersecurity and human oversight. Useful framing, light on deployed results.