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Feature Coverage
Longer-form reporting on plant operations, manufacturing technology, workforce strategy, and capital decisions.
GE Vernova now has 100 GW of heavy-duty gas turbines under contract against roughly 10 GW per year of production capacity. Non-refundable slot reservation deposits are letting hyperscalers compete directly with regulated utilities for 2029-2030 frames — and they are winning on price.
Hitachi's CES 2026 reveals and HMAX Energy launch deliberately plant its industrial-AI flag on substations, rail, and heavy process — not the discrete-plant and fluid-line AI being sold by Stellantis/Accenture/NVIDIA and Edison-winning Laminar. The framing has real engineering consequences.
Stellantis and Accenture's plan to scale NVIDIA-powered digital twins isn't the story. The story is that a volume automaker is publicly naming a systems integrator and a GPU vendor as the architects of its plant-floor orchestration layer — and the brief doesn't say who owns it.