Editor profile
能源与基建编辑
James Sterling monitors the modernization of the US power grid and large-scale industrial infrastructure projects. He reports on the integration of renewable energy into industrial clusters.
james.sterling@usindustrynews.comThe next wave of AI investment is not in chip design companies, but in enterprises that solve physical bottlenecks such as advanced packaging, optical interconnects, and liquid cooling. This article provides an in-depth analysis of how these bottlenecks are reshaping US manufacturing and supply chains.
The explosive growth of AI data centers is exposing the weaknesses of the US power grid. A new wave of energy infrastructure investment is on the horizon, bringing new opportunities to traditional industries such as oil and gas, nuclear power, and power transmission and transformation.
The U.S. Department of Energy is providing $17.5 billion in loans to support the construction of 10 large nuclear reactors, aiming to revive the nuclear energy supply chain and accelerate project development. This article analyzes the deep impact of this policy on manufacturing, electricity costs, and supply chains, and explores the role and risks of nuclear energy in America's reindustrialization.
A PwC report shows that M&A activity in the U.S. industrial manufacturing sector reached $173 billion in 2026, up 28% year-over-year. Behind this are the converging demands of AI infrastructure, grid modernization, and defense resilience, along with structural shifts such as corporate spin-offs and cross-border transactions.
The US CHIPS Security Act requires advanced AI chips to be embedded with location tracking mechanisms to prevent smuggling to China. The Act has garnered support from tracking technology companies but faces opposition from semiconductor giants. This article analyzes the industrial logic behind the Act, the beneficiaries and those under pressure, as well as the long-term impact on the global semiconductor supply chain.