New at Red Chalk Blog
A collection of stories about our industries, capabilities, research, and the evolution of our firm.
Large-scale decarbonization is not possible without regulatory support. While recent policy momentum is accelerating progress in renewable energy deployment, there is significant discrepancy across nations. Leaders are driving clean-energy ...
Executive Summary
Artificial intelligence and machine learning workloads are proliferating at unprecedented rates, reshaping data centers in ways the industry has never seen before. The computational demands of AI generate heat loads that ...
The growth of AI is unfolding through a highly connected ecosystem, but what physically powers the system is the constraint.
AI demand begins with model platforms (e.g., OpenAI, Anthropic, Google) and flows downstream through the ...
Over the past five years, investments in in-vehicle software by major automotive OEMs have surged, underscoring the industry's rapid shift toward software-defined vehicles (SDVs), autonomous driving technologies, and connected ecosystems. ...
AI agents are rapidly emerging as one of the most disruptive forces in enterprise technology, gaining momentum and public support from some of the world’s most influential tech leaders. Notably, Marc Benioff (Salesforce) and Jensen Huang ...
As enterprise software has matured, platforms have evolved from broad, general-purpose systems to solutions tailored to specific industries. While legacy ERP and horizontal SaaS solutions enabled greater scalability and accessibility, they ...
Aging infrastructure, PFAS contamination, toxic waste, and agricultural runoff continue to jeopardize U.S. water safety. Legacy lead pipes still remain in service despite a 1986 ban, PFAS and industrial pollutants resist breakdown, and runoff ...
Over the past five years, the industrial automation market has undergone substantial transformation, prompting major players to divest significant parts of their portfolios in favor of key growth segments like industrial software. Honeywell—one ...
Introduction
The U.S. electrical grid is being pushed to meet growing demand, driven by trends like electrification and data center expansion. This strain is worsened by the variable generation of renewable energy sources. To avoid a power ...
At Red Chalk Group, we are noticing increased interest among clients in how DeepSeek might impact the AI landscape, such as its impact on facility buildout, rack density, power needs, and the industries that will experience the greatest impact.
Global trends of electrification have led to increasing demand for both electric vehicles and semiconductors, which in turn has resulted in a corresponding demand increase for the specific minerals required for production (e.g., cobalt, lithium).
The rapid growth of artificial intelligence (AI) is driving unprecedented electricity demand, creating a pressing need for large-scale, sustainable energy solutions. As coal plants continue to be phased out in the global transition toward cleaner energy.
Hyperscalers are driving a significant increase in data center infrastructure investment, with capital expenditures from leading providers (e.g., Amazon, Google, Microsoft, Meta) growing nine-fold from $26B in 2015 to an estimated $232B in 2024.
Artificial Intelligence (AI) is at the forefront of technological innovation, transforming industries and reshaping how businesses and societies operate.
Across the industrial automation landscape, several firms have pursued recent divestitures and spin-offs to streamline and reorient their businesses around growth-focused areas.
Recent trends in the global streaming industry (e.g., personalized content, global expansion) have resulted in a 18% CAGR in subscriber count from 2020 to 2023.
The North American HVAC market is poised for continued growth, with an expected low to mid-single-digit CAGR through 2030, driven by key segments such as commercial and residential.
Securing a patent can be a pivotal decision for your business. It’s not just about protection—it’s about strategy, investment, and foresight. Here’s a candid look into the world of patents from someone who’s been in the trenches for four decades.
Hotel operators are shifting their focus to sustainability initiatives. While price remains the primary decision factor for hotel guests, sustainability accreditation, the use of sustainable resources, and waste management policies have become increasingly important, even more so than guest reviews and loyalty programs.
As sensing/location technologies have matured and the agricultural industry seeks to drive higher yields/efficiencies in light of increasing input costs, a range of technology suppliers have emerged providing data collection, automated systems, and insights / platforms for end-user control.
Within the broader PropTech industry, property management systems (PMS) have continually evolved to enhance building operations. Initially focused on basic operations (e.g., booking, invoicing), PMS now offers cloud and mobile-based solutions emphasizing user experience and accessibility.
As Semiconductor-based processing reaches physical limits of transistor density on Silicon wafers, calling into question Moore’s Law, the next frontier for processing power / performance growth is required to address significant demand for compute – Quantum represents a path forward.
Energy consumption from data centers in the U.S. is projected to grow nearly 4x by 2030, potentially accounting for 9% of all U.S. power consumed, driven by increasing use of AI applications (e.g., generative AI, autonomous AI), led by computing innovations from Nvidia and Intel.
EV Investment by Auto OEMs: OEMs have invested or signaled future investment in electric vehicle (EV) manufacturing capabilities and capacity. These investments are critical to support strategic goals outlined by OEMs, who are targeting 50-100% of annualized sales being EV by 2030.
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