Jordan at the Limiting Factor projects magapack energy demand. He does his usual excellent job but he does not factor in increased energy demand from AI data centers. AI data centers could more double ...

Jordan Giesige has researched all aspects of the Tesla Battery Day announcements. Jordan’s analysis is that the Kato Road 4680 battery plant should be achieving a 5 GWh per year production level. This ...

President Biden proposed a three-part plan to increase production and bring down food prices, including investing in domestic fertilizer production, providing greater access to farm management tools ...

It’s an interesting time in the semiconductor industry. Nodes continue to shrink, we’re on the verge of adopting a new type of transistor (finFET), and there’s also a shift away from planar CMOS – to ...