Morgan D. Bazilian on Muck Rack

Morgan D. Bazilian

Colorado, United States
As seen in: MSN, The New York Times, Color Research & Application, Financial Times, Forbes, Nature, The Economic Times, The Washington Post, Washington Post Opinions, Wiley Online Library and
Energy security, satellite data, thermodynamics, energy poverty, critical minerals, & national security. Formerly, @WorldBank, @UN, and Ireland. My views.
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Articles

China’s Tungsten Controls Expose a Semiconductor Chokepoint

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By Morgan D. Bazilian
| AIxEnergy
Semiconductor manufacturing depends on some of the world’s most sophisticated equipment, but very dependent on a material most investors and policymakers have never heard of. This summer, that material is tungsten hexafluoride, or WF6: a toxic, corrosive, odorless specialty gas used to deposit tungsten in semiconductor manufacturing. 3 Article Summary By June, a stark story had spread through the semiconductor trade coverage.
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How Artificial Intelligence Data Centers Are Reshaping the Regulatory Architecture of U.S. Electricity

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By Morgan D. Bazilian, Brandon N. Owens
| AIxEnergy
American utilities spent most of the past two decades managing a grid whose total electricity demand, adjusted for weather and GDP, was essentially flat. Load forecasters grew accustomed to small positive numbers, and the system's institutions—interconnection queues, capacity markets, integrated resource plans—were calibrated accordingly. That era is over. The proximate cause is artificial intelligence. The more important point is not simply that demand is growing again.
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The Millisecond Menace

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By Morgan D. Bazilian
| AIxEnergy
by Morgan Bazilian and Denis Kouroussis Global data center electricity consumption reached an estimated 415 terawatt-hours in 2024, roughly 1.5 percent of all electricity generated worldwide. The International Energy Agency (IEA) projects that figure will nearly double to 945 terawatt-hours by 2030, growing at around 15 percent per year, more than four times the rate of every other sector combined.
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