Forbes Business
중도 성향
IT/기술
The AI Boom Has A Blue-Collar Bottleneck
AI’s data center boom is straining the power grid and creating demand for electricians, line workers, and other skilled infrastructure workers.
🇺🇸 미국 · IT/기술 · "GRID" · 총 18건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 11,910건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 1건(0.0%)·중립 11,908건(100.0%)·부정 1건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 19.1(중도 균형)입니다.
AI’s data center boom is straining the power grid and creating demand for electricians, line workers, and other skilled infrastructure workers.
As data centers transform into "AI factories," global economic power is shifting to nations that can scale power grids, transformers, and energy infrastructure.
Artificial intelligence (AI) is driving a surge in electricity demand, prompting companies to invest in energy technologies, grid infrastructure and innovative data centers.
The company announced a deal with B2U Storage Solutions to repurpose the battery packs as Waymo pulls them off the road.
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Would you take a payment to ramp down your electricity use? Would it change anything if you were doing so to help power a local data center? Google just signed a new deal to help pay for a virtual power plant (VPP) in the largest power grid in the US. The agreement is with Voltus,…
This sponsored article is brought to you by Black & Veatch. The biggest challenge facing utilities today isn’t what it seems. It’s not demand, even as load growth accelerates. It’s not extreme weather, even as “major events” become routine. It’s not cybersecurity, even as connections expand across the grid. The real challenge is this: Distribution systems were designed for a different reality. Long gone are the days of predictable demand, one-way power flow and isolated disruptions. At Black & Veatch, we see that leading utilities are no longer debating whether to modernize. They’re deciding how quickly they can do it, and how to do it at scale. Across grid modernization programs globally, three truths consistently emerge. They define what it takes to prepare the distribution system for what’s next: 1. Outage response is not a resilience strategy Resilience is being redefined in real time. A strategy centered on mobilizing crews and restoring service as quickly as possible is reactive, and increasingly insufficient. Resilience has to shift upstream into integrated system design. That starts with hardening. Stronger poles, undergrounding and structural upgrades all have a role, particularly in high-risk corridors. We’re also seeing meaningful gains from how the network is configured and how quickly it can respond without waiting on manual intervention. This is where distribution automation programs can change outcomes. Strategically placed reclosers, automated switches and fault indicators help contain disruptions before they spread. When combined with feeder reconfiguration and updated protection strategies, distribution automation investments allow utilities to set more aggressive recovery targets and achieve measurable reductions in outage duration and customer impact. 2. Future-readiness depends on DERs at scale Forecasting is less and less reliable. Only 19 percent of utilities report strong confidence in their ability to predict future load growth, according to the Black & Veatch 2025 Electric Report. Distributed Energy Resources (DERs) like solar, storage, EVs and behind-the-meter generation are exciting solutions; but they fundamentally change how the system operates. Power is no longer just delivered. It’s injected, stored and redirected in ways the system was never designed to manage. At scale, these challenges show up quickly — particularly on feeders where distributed generation is approaching or exceeding hosting capacity. Protection coordination becomes more difficult when fault current comes from multiple directions. Voltage becomes less predictable as generation fluctuates throughout the day. And planning models must now account for highly variable, location-specific behavior. Distribution modernization is fundamentally changing how the system is designed and operated so it can absorb disruption, manage bi-directional flows and respond in real time. Adapting to bi-directional power flow requires more than incremental updates. Leading utilities are responding by building flexibility into the system, moving beyond static assumptions toward dynamic hosting capacity and interconnection studies, planning that incorporates DER, EV adoption and localized load growth, and infrastructure aligned with the communications and control needed to manage it. 3. The edge must be intelligent, visible and secure As system stress and complexity increase, utilities need far greater visibility and control over the network. Historically, utilities relied on customer calls, Supervisory Control and Data Acquisition (SCADA) at the substation level and field crews to understand what was happening on the system. That model doesn’t hold up. You can’t effectively manage a system you can’t see. Plus, the most critical events are increasingly happening beyond the substation — on feeders, laterals, and at the edge where DER and customer behavior are interacting with the grid. Grid-edge technologies have become essential. Sensors, Advanced Metering Infrastructure (AMI) and automated switching provide the raw data and control needed to move from reactive to proactive operations. In more advanced deployments, utilities are creating centralized control environments that allow operators to see and manage the distribution system in near real time. That capability is enabled by: Advanced communications networks to form the backbone of real-time grid visibility Distribution Management System (DMS) and Outage Management System (OMS) to enable faster, more coordinated system response Analytics, AI and machine learning to improve situational awareness, anticipate system conditions, and support operational decision-making The same connectivity enabling this real-time visibility and control also introduces new vulnerabilities, blurring the line between physical and cyber risk, yet many utilities manage them separately. Only 22 percent have unified teams in place, even as threats continue to rise, including a 50 percent increase in substation attacks and growing exposure to malware and ransomware, according to the Black & Veatch 2025 Electric Report. Cybersecurity and resilient network design must be embedded into the architecture from the outset—not layered on after the fact. See what bolder vision looks like Distribution modernization is fundamentally changing how the system is designed and operated so it can absorb disruption, manage bi-directional flows and respond in real time. To learn about a successful program, check out Georgia Power’s recent grid modernization program. Black & Veatch partnered with the utility on large-scale infrastructure upgrades. The results? Outages are down 76 percent, restoration times have improved by more than 80 percent and communities across Georgia are powered by a grid built to meet the future head-on. When the state faced the most destructive storm in the company’s history, Hurricane Helene, Georgia Power deployed a rapid response team that utilized its “smart grid” and restored power to more than 1 million customers within days. A grid built to meet the future head-on—that’s the result of bolder vision.
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“Not in my backyard” is the rallying cry of citizens everywhere resisting projects proposed for their locality. Whether it’s affordable housing, a waste treatment plant, or a new data center, they may recognize the benefit of the activity. They just don’t want it near them. And the roots of that resistance differ from place to place. When it comes to the ongoing transition from fossil fuels to renewables, companies and policymakers need to know where, exactly, people are coming from. The Italian island of Sardinia is a textbook example. As IEEE Spectrum’s power and energy editor Emily Waltz discovered when she traveled there last October, Sardinian opposition to wind and solar projects runs deep. It spurred a quarter of the voting population to queue up in public squares in 2024 to sign a petition banning all construction of renewable energy. Waltz was surprised. She went there to see a promising new grid-scale energy storage system that uses domes inflated with carbon dioxide. While reporting on that project, she interviewed residents, engineers, activists, and professors about their attitudes toward climate change and the Italian government’s grand plans for renewable energy on the island. And Waltz soon learned of Sardinians’ profound antipathy toward renewable energy and its deep ties to a history of invasion, occupation, and exploitation stretching back 2,700 years. It started with the Phoenicians and then extended through the Romans, the Byzantines, and the Iberians. Sardinia was absorbed into a newly unified Italy in 1861, and it became an autonomous region of Italy in 1948. The island’s population is justifiably suspicious of outsiders, including the Italian government. “When you’re in Sardinia, the weight of history—you can feel it like in the air,” Waltz told me. “And it gets passed down from one generation to the next.” Now, Italy needs Sardinia to produce even more power to meet the country’s climate goals—something that Sardinians see as Rome’s problem, not theirs. “Sardinia already exports about 30 percent of its electricity. It’s not like they need more,” Waltz says. “So it’s hard to make the case to build, build, build.” The result of Waltz’s old-fashioned shoe leather reporting is this month’s cover story. She notes that the Sardinians she talked to aren’t climate-change deniers, and they don’t object to renewables per se. They just don’t like the way corporations and Italian policymakers are trying to plug into Sardinia like it’s one giant battery rather than the home of an ancient and proud people. “I think Sardinians would be more receptive to renewable projects if it was more of a ground-up, grassroots approach,” Waltz says. Indeed, this homegrown approach is already working in some places in Sardinia. She knows of more than 50 projects, called energy communities, where the residents are deploying renewables themselves. The idea also holds promise for other places struggling to get locals to buy into the renewable-energy transition. The Sardinian experience is both a cautionary tale and a blueprint. Ignore the weight of history that communities carry and your project risks failure. Meet the people where they are and you might just get somewhere. The same lesson applies whether you’re in Sulawesi or sub-Saharan Africa. You just have to show up to learn it.
While engineers are ready to build our future, our political leaders are not.
AI is using a lot of electricity. Energy leaders explain how efficiency, advanced cooling, and flexible data centers can help meet rising electricity demand.
Adjustments by Amazon and Microsoft reflect harsh realities: power grids that take years to expand, land speculators inflating prices, and overwhelmed utilities
Corporate profits can’t fix a chaotic trade war with China, climbing credit premiums and AI infrastructure limits.
Some of WIRED's favorite griddles, grills, and pellet smokers are as much as $250 off for Memorial Day weekend.
The first data from 2026 seem to indicate that last year was an oddity.
This sponsored article is brought to you by Ampace. As AI workloads grow to gigascale levels, the global data center industry has hit a hidden physical wall. The real bottleneck is no longer just the thermal limit of the chip or the capacity of the cooling system — it is the dynamic resilience of the power chain. Modern AI computing clusters, driven by massive GPU clusters, generate high-frequency, abrupt, and synchronized spikey pulse loads. As rack densities soar beyond 100 kW, these fluctuations are amplified into a “power paradox”: while the digital logic of AI is moving faster than ever, the physical infrastructure supporting it remains tethered to legacy response capabilities. The power usage of these gigascale sites and their drastic, high frequency, abrupt load surges from the AI GPU clusters can trigger transient voltage events and frequency instability, risking the entire local grid. The grid itself is not robust enough to support these loads. This leads to the infrastructure gap: The utility is not robust enough and traditional backup sources, such as diesel generators and gas turbines, simply cannot react to millisecond-level power spikes in output. This will often force operators into a cycle of costly infrastructure over sizing just to buffer the volatility. AI infrastructure requires energy systems capable of instantaneous response while safeguarding continuity and reliability. The industry has explored various mitigations — from rack-level BBUs to 800V DC architectures — yet the mature, high volume, traditional UPS system remains the most viable and scalable foundation for gigawatt-level facilities. Consequently, the UPS-integrated battery system has emerged as the critical “physical buffer” to neutralize these pulses at the source. At Data Center World 2026 in Washington, D.C., Ampace led a pivotal technical dialogue with Eaton during the session “Powering Giga-scale AI.” Their exchange unveiled a fundamental paradigm shift: To bridge the AI power gap, energy storage must evolve from a passive insurance policy into an active, high-speed stabilizer. By aligning Ampace’s semi-solid-state battery innovation with Eaton’s proven system intelligence, we are moving beyond simple backup to solve the physical paradox of the AI era. To move beyond simple backup and solve the physical paradox of the AI era, Ampace is aligning its semi-solid-state battery innovation with Eaton’s proven system intelligence.Ampace The “Shock Absorber” physics: semi-solid chemistry for AI pulses Conventional power systems were designed for steady-state loads, not the rapid heartbeat of a massive AI GPU cluster. When thousands of GPUs synchronize their computing cycles, they generate high-frequency, abrupt pulse loads that can lead to voltage sags, frequency oscillations, and potential interruptions of critical AI training. Ampace’s PU Series semi-solid and low-electrolyte cells address this challenge by acting as high-speed “shock absorbers.” Leveraging ultra-low internal resistance (DCR) and high cycle capability, these batteries neutralize millisecond-level power spikes at the source, stabilizing the local power loop before disturbances propagate upstream to the grid or on-site generators. These high-rate cells enable 100 kW+ racks to maintain peak performance without transmitting instability across the power chain. This capability aligns closely with Eaton’s matured UPS architectures, such as double-conversion topologies and advanced power electronics upgrades, which have long prioritized rapid load responsiveness and high system stability. Together, these approaches embody a shared industry philosophy: AI infrastructure requires energy systems capable of instantaneous response while safeguarding continuity and reliability. Ampace’s semi-solid state chemistry minimizes liquid electrolyte, greatly reducing the risk of leakage and thermal runaway under continuous AI high-load conditions.Ampace Algorithmic intelligence: synchronizing energy and control Hardware alone cannot solve the AI power paradox; the system also requires intelligent coordination between energy storage and power management. Sophisticated battery management systems (BMS) like Ampace’s high-precision design track state-of-charge (SOC) with high-speed sampling, even during rapid, shallow cycling typical in AI workloads. Complementary algorithmic approaches in modern UPS platforms — such as ramp-rate control and average power management — effectively suppress sub-synchronous oscillations and optimize load smoothing. In large-scale AI training environments, where thousands of GPUs can trigger millisecond-level power pulses, these intelligent layers ensure that batteries buffer high-frequency fluctuations without compromising the mandatory emergency backup reserves. By transforming energy storage from passive “standby insurance” into active, schedulable assets, the system simultaneously safeguards continuous AI training and maintains the long-term health of the data center infrastructure. In practical terms, this means that even during peak compute bursts, the infrastructure remains stable, training cycles continue uninterrupted, and operators avoid costly oversizing or grid stress. Eaton’s dual-layer algorithms serve as a valuable benchmark in this space, demonstrating how advanced control logic can achieve similar objectives, reinforcing Ampace’s approach and philosophy within the broader data center power ecosystem. Economic scalability: optimizing AI infrastructure efficiently One of the largest costs in deploying AI infrastructure is “oversizing”: procuring transformers, generators, and UPS systems to handle brief peak spikes. This traditional approach inflates the Total Cost of Ownership (TCO) and leads to wasted capital on underutilized hardware. Ampace’s turn-key cabinet design developed by its independent R&D is engineered for seamless compatibility with mature, high volume UPS systems. By leveraging Eaton’s double-conversion UPS topologies alongside intelligent ramp-rate and average power management algorithms, AI data centers can scale dynamically without requiring costly infrastructure redesigns. This approach allows the UPS and batteries to act as active load-shapers, smoothing AI-driven pulses while strictly maintaining mandatory emergency backup capacity. By utilizing energy storage as an active, schedulable asset, operators can right-size their infrastructure, avoid unnecessary grid upgrades, and deploy gigascale AI clusters with unprecedented efficiency. Safety First: Protecting AI Infrastructure While Enabling Innovation In high-density AI facilities, safety is non-negotiable. Ampace’s semi-solid state chemistry minimizes liquid electrolyte, greatly reducing the risk of leakage and thermal runaway under continuous AI high-load conditions. Ampace’s turn-key cabinet design developed by its independent R&D is engineered for seamless compatibility with mature, high volume UPS systems. Ampace At the same time, Eaton’s UPS design emphasizes system-level energy scheduling that never sacrifices mandatory emergency backup reserves, ensuring thermal safety and uninterrupted operation. This “safety-first” approach ensures that infrastructure can sustain aggressive performance targets without compromising the physical integrity of the facility. Coupled with over a decade of proven high-cycle life operation and design under shallow pulse conditions, these systems can extend operational lifespan, reduce replacement requirements, and provide operators with confidence that safety and reliability remain uncompromised as compute density continues to grow. To remain the scalable backbone of AI data centers As AI computing scales over the next two to three years, the industry will face stricter grid requirements and even more demanding pulse load characteristics. This evolution demands a forward-looking design philosophy that harmonizes UPS, battery, and grid compatibility. Ampace views current low-electrolyte semi-solid technologies as the optimal transitional step toward a fully solid-state future — one that promises ultimate safety and performance. Ampace remains committed to this long-term technological roadmap. We view current low-electrolyte semi-solid technologies as the optimal transitional step toward a fully solid-state future — one that promises ultimate safety and performance. Whether through rack-level BBU, integrated UPS systems, or containerized storage, the universal core of the AI era remains constant: high-speed response, long shallow-cycle life, and refined energy management. By engaging in deep technical exchanges with Eaton and leading energy innovators, Ampace ensures that its solutions not only meet today’s AI pulse challenges but also harmonize with broader infrastructure strategies and shared industry best practices. Ultimately, as traditional diesel generators gradually give way to diversified alternatives, the integrated UPS-plus-energy-storage system will become the fundamental infrastructure standard. The dialogue has just begun. Ampace will continue to engage in strategic exchanges with global industrial automation leaders and digital energy pioneers, co-authoring the playbook for a safer, more efficient, and more resilient AI-ready world.
More than 30 years ago, in the mountain village of Mbem in northwest Cameroon, the moon and stars in the night sky were the only light young Jude Numfor knew after the sunset. Electricity had not yet reached his rural community. “There was one person in the village with a petrol generator and a small television,” Numfor says. “When he turned it on, all the children would run to his house and peep through the window.” That memory became the spark for Numfor’s mission: to bring electricity to rural communities like his hometown. To accomplish his goal, in 2006 he cofounded Wireless Light and Power, since renamed Renewable Energy Innovators Cameroon, and he serves as its CEO. REI Cameroon designs, installs, and maintains solar minigrids for rural electrification. The minigrids use photovoltaic technology and battery-energy storage systems to generate electricity at 50 hertz. The electricity is distributed through smart meters. In 2017 the company received a grant from IEEE Smart Village to fund the expansion of REI’s minigrid operations and refine its business model. Smart Village supports projects and organizations bringing electricity and educational and employment opportunities to remote communities worldwide. The program is supported by IEEE societies and donations to the IEEE Foundation. The partnership has led to a collaboration developing open source metering, a free, community-driven way of tracking energy usage. Unlike proprietary utility meters, the system allows users, researchers, and utilities to view, customize, and verify how data is collected, ensuring transparency in billing, consumption tracking, and grid management. Smart Village’s support has been pivotal, Numfor says: “It’s not just about money. We share ideas, we get advice, and we have made friends. Entrepreneurship is lonely, but with the [Smart Village] community, it is different.” From teenage tinkerer to entrepreneur Numfor’s first experience of life with electricity was in 2001, after moving in with a missionary family in the small village of Allat. They used solar panels to power their whole home—an unimaginable luxury in Mbem. “I could watch TV, eat ice cream, and turn on lights,” he says. “It made me wish my brothers in Mbem had the same opportunity.” Numfor’s curiosity about electricity was ignited when a motion-sensor solar light in the family’s home stopped working. He tinkered with the device to find out why. “My missionary family told me to play with it like a toy,” he says, laughingly. “I replaced the dead battery with a motorcycle battery and was able to bring the power back for the night.” Jude Numfor [right] testing a rechargeable solar lantern, which aimed to replace hazardous kerosene lamps—known locally as “bush lamps.”REI Cameroon His missionary parents encouraged Numfor to study technology and engineering on his own, as none of the country’s universities offered solar energy educational programs at the time. They built him a library and stocked it with books on engineering, management, and entrepreneurship. In 2006, armed with his new knowledge, Numfor launched Wireless Light and Power with a friend, Ludwig Teichgraber. The nonprofit aimed to replace hazardous kerosene lamps—known locally as “bush lamps”—with rechargeable solar lanterns. These solar lanterns—called “light packs”—were built locally by Numfor and a team of 11 young Cameroonians using PVC pipes, nickel-metal hydride batteries, and LED bulbs. Families rented the lamps for a small fee, swapping discharged lamps for fully charged ones at solar-powered charging kiosks when they ran out of power. The kiosks then recharged the depleted lamps, making them available for the next swap. “The solar lantern was safer and cleaner, plus it gave children a chance to read at night,” Numfor explains. “People loved them.” Between 2006 and 2010, his team replicated the model across several villages. But when the global financial crisis hit in 2008, donor support dwindled, forcing the organization to evolve. “We pivoted from being an NGO to a commercial venture,” he says. “That’s how REI was born.” Building solar minigrids to serve community needs The new company’s goal was to move away from the lanterns and toward full electrification of communities. Villagers’ aspirations changed, Numfor says, as they now wanted to power their TVs, music systems, and mobile phones. In response, in 2010, REI developed one of the first solar minigrids in West Africa. Using locally procured components, the prototype supplied steady power to six households. The minigrid system used 12 123-watt solar photovoltaic panels manufactured by Sharp, 16 12-volt 100 ampere-hour automatic gain control lead acid batteries, and a Xantrex charge controller and inverter. Locally sourced wooden light poles were erected to distribute electricity throughout the village. REI charged each household a fee for the electricity. “It was a product-market-fit moment,” Numfor says. “People immediately asked, ‘When can we get this, too?’” The word-of-mouth, grassroots growth caught the attention of global partners. Numfor connected with Smart Village and in 2017, REI Cameroon received its first seed grant from the program. With that funding, Numfor was able to grow organically and attract additional grants, including one from the U.S. Trade Development Agency (USTDA), in partnership with the U.S. Department of Energy’s National Renewable Energy Laboratory. REI has since expanded to six villages, providing power to more than 1,000 households and businesses. With a dedicated team of 16 people, the company operates in multiple regions of the country, each with unique terrain, languages, and cultural dynamics. “It wasn’t easy,” he acknowledges. “I’m not an academic person—I had to learn everything by doing. [Smart Village] helped me structure the project and grow as an entrepreneur.” Today, Numfor pays it forward by sharing his Smart Village experience and mentoring new entrepreneurs. Launching a coalition for smart metering Minigrids can’t operate efficiently without clarifying operating rules to ensure quality service requirements and consumer protection, while also enabling reliable and effective monitoring of the system, Numfor says. “We need to know how power is being used, detect problems early, and manage the minigrid from a distance,” he explains. Existing commercial smart-meter providers offer limited and proprietary solutions. One major provider left the market, making their technology infrastructure obsolete. “It’s risky for an entire sector to depend on a few companies for such a critical technology,” Numfor says. In 2025, with the help of the Smart Village technical community, Numfor convened a consortium of open-source power advocates, including the Africa Mini-Grid Developers Association, EnAccess, Energy IOT, and NESL. The goal was to develop an open smart metering system that is accessible, transparent, and sustainable for all energy providers. “These organizations are collaborating as Open Advanced Metering Infrastructure [OpenAMI], which is about giving control back to the people who deliver the energy,” he says. Scaling for impact Numfor’s passion has grown from bringing light to local rural communities to bringing light to his entire country. Just 54 percent of Cameroon’s citizens have access to electricity, according to the International Energy Agency. For Numfor, the challenge is not just technological—it’s social and economic as well. “Electricity is the most important enabler of education and economic growth today,” he says. “When you have power, you unlock everything else.” “Electricity changed my life. Now I want to make sure every child can grow up with that same light.” —Jude Numfor Across the villages where REI has installed sustainable electricity solutions, small businesses are flourishing. Barbershops hum with community chatter, food vendors can preserve perishables, and entrepreneurs run companies such as phone-charging stations and small mills. “Some villages even have laundromats now,” Numfor says proudly. “Electricity creates jobs and changes mindsets.” Still, it has been a bumpy journey. It wasn’t until 2025 that REI obtained its official authorization (license) from Cameroon’s government to produce and distribute electricity in off-grid areas using solar minigrids. This was a major milestone because REI is one of the first private enterprises in the country to receive such authorization. “We were stuck between pilot projects and growth,” he explains. “Our projects were successful, and there was community demand for more, but to grow, we needed investors who require legal guarantees before committing funds. Now we can scale up and attract investors.” REI plans to expand its reach dramatically, beginning with 134 new villages identified through a feasibility study supported by the USTDA. Their long-term goal is to electrify 760 villages across Cameroon by 2031. While authorization opens doors, financing remains one of REI’s biggest challenges. “The minigrid space doesn’t attract venture capitalists easily,” Numfor notes. “Our return on investment is under 15 percent, so it’s not a typical tech startup model. The real return here is the impact” on the community. He hopes to attract investors who understand that access to electricity drives education, health care, and entrepreneurship. “There are people out there who want to make meaningful change,” he says. “We just need to connect with them. When you electrify a village, you never know who the next innovator will be. Maybe it’s another kid like me, looking through a window, dreaming.” Finding skilled staff is another challenge, Numfor says. To address this, REI developed an intensive recruitment and training process. “It used to take years to find the right people,” he says. “Now, we can identify who fits our company culture within six months.” Numfor’s wife, Angela Taliklong, who joined the venture in 2010, now oversees administration and human resources. A brighter Cameroon and beyond Numfor offers simple words of advice to other impact-driven entrepreneurs: Keep moving. “One of my mistakes early on was trying to be perfect,” he says. “I was spending time improving prototypes instead of increasing the number of our project installations and scaling how many communities we could electrify. You must keep momentum. Don’t wait until everything is perfect before you move forward.” That mindset, rooted in resilience and experimentation, has defined his journey. Rajan Kapur, president of Smart Village, says Numfor is a “shining example” of the program’s vision: “scalable and enduring impact through local entrepreneurs, local procurement, and community engagement based on the use of IEEE technology in underserved communities.” With the ongoing Smart Village partnership, Numfor is determined to bring light and opportunity to every corner of Cameroon, and beyond. He already has launched REI Nigeria. “Electricity changed my life,” he says. “Now I want to make sure every child can grow up with that same light.”
Many of the world’s most advanced electronic systems—including Internet routers, wireless base stations, medical imaging scanners, and some artificial intelligence tools—depend on field-programmable gate arrays. Computer chips with internal hardware circuits, the FPGAs can be reconfigured after manufacturing. On 12 March, an IEEE Milestone plaque recognizing the first FPGA was dedicated at the Advanced Micro Devices campus in San Jose, Calif., the former Xilinx headquarters and the birthplace of the technology. The FPGA earned the Milestone designation because it introduced iteration to semiconductor design. Engineers could redesign hardware repeatedly without fabricating a new chip, dramatically reducing development risk and enabling faster innovation at a time when semiconductor costs were rising rapidly. The ceremony, which was organized by the IEEE Santa Clara Valley Section, brought together professionals from across the semiconductor industry and IEEE leadership. Speakers at the event included Stephen Trimberger, an IEEE and ACM Fellow whose technical contributions helped shape modern FPGA architecture. Trimberger reflected on how the invention enabled software-programmable hardware. Solving computing’s flexibility-performance tradeoff FPGAs emerged in the 1980s to address a core limitation in computing. A microprocessor executes software instructions sequentially, making it flexible but sometimes too slow for workloads requiring many operations at once. At the other extreme, application-specific integrated circuits are chips designed to do only one task. ASICs achieve high efficiency but require lengthy development cycles and nonrecurring engineering costs, which are large, upfront investments. Expenses include designing the chip and preparing it for manufacturing—a process that involves creating detailed layouts, building masks for the fabrication machines, and setting up production lines to handle the tiny circuits. “ASICs can deliver the best performance, but the development cycle is long and the nonrecurring engineering cost can be very high,” says Jason Cong, an IEEE Fellow and professor of computer science at the University of California, Los Angeles. “FPGAs provide a sweet spot between processors and custom silicon.” Cong’s foundational work in FPGA design automation and high-level synthesis transformed how reconfigurable systems are programmed. He developed synthesis tools that translate C/C++ into hardware designs, for example. At the heart of his work is an underlying principle first espoused by electrical engineer Ross Freeman: By configuring hardware using programmable memory embedded inside the chip, FPGAs combine hardware-level speed with the adaptability traditionally associated with software. Silicon Valley origins: the first FPGA The FPGA architecture originated in the mid-1980s at Xilinx, a Silicon Valley company founded in 1984. The invention is widely credited to Freeman, a Xilinx cofounder and the startup’s CTO. He envisioned a chip with circuitry that could be configured after fabrication rather than fixed permanently during creation. Articles about the history of the FPGA emphasize that he saw it as a deliberate break from conventional chip design. At the time, semiconductor engineers treated transistors as scarce resources. Custom chips were carefully optimized so that nearly every transistor served a specific purpose. Freeman proposed a different approach. He figured Moore’s Law would soon change chip economics. The principle holds that transistor counts roughly double every two years, making computing cheaper and more powerful. Freeman posited that as transistors became abundant, flexibility would matter more than perfect efficiency. He envisioned a device composed of programmable logic blocks connected through configurable routing—a chip filled with what he described as “open gates,” ready to be defined by users after manufacturing. Instead of fixing hardware in silicon permanently, engineers could configure and reconfigure circuits as requirements evolved. Freeman sometimes compared the concept to a blank cassette tape: Manufacturers would supply the medium, while engineers determined its function. The analogy captured a profound shift in who controls the technology, shifting hardware design flexibility from chip fabrication facilities to the system designers themselves. In 1985 Xilinx introduced the first FPGA for commercial sale: the XC2064. The device contained 64 configurable logic blocks—small digital circuits capable of performing logical operations—arranged in an 8-by-8 grid. Programmable routing channels allowed engineers to define how signals moved between blocks, effectively wiring a custom circuit with software. Fabricated using a 2-micrometer process (meaning that 2 µm was the minimum size of the features that could be patterned onto silicon using photolithography), the XC2064 implemented a few thousand logic gates. Modern FPGAs can contain hundreds of millions of gates, enabling vastly more complex designs. Yet the XC2064 established a design workflow still used today: Engineers describe the hardware behavior digitally and then “compile the design,” a process that automatically translates the plans into the instructions the FPGA needs to set its logic blocks and wiring, according to AMD. Engineers then load that configuration onto the chip. The breakthrough: hardware defined by memory Earlier programmable logic devices, such as erasable programmable read-only memory, or EPROM, allowed limited customization but relied on largely fixed wiring structures that did not scale well as circuits grew more complex, Cong says. FPGAs introduced programmable interconnects—networks of electronic switches controlled by memory cells distributed across the chip. When powered on, the device loads a bitstream configuration file that determines how its internal circuits behave. “As process technology improved and transistor counts increased, the cost of programmability became much less significant,” Cong says. From “glue logic” to essential infrastructure “Initially, FPGAs were used as what engineers called glue logic,” Cong says. Glue logic refers to simple circuits that connect processors, memory, and peripheral devices so the system works reliably, according to PC Magazine. In other words, it “glues” different components together, especially when interfaces change frequently. Early adopters recognized the advantage of hardware that could adapt as standards evolved. In “The History, Status, and Future of FPGAs,” published in Communications of the ACM, engineers at Xilinx and organizations such as Bell Labs, Fairchild Semiconductor, IBM, and Sun Microsystems said the earliest uses of FPGAs were for prototyping ASICs. They also used it for validating complex systems by running their software before fabrication, allowing the companies to deploy specialized products manufactured in modest volumes. Those uses revealed a broader shift: Hardware no longer needed to remain fixed once deployed. Attendees at the Milestone plaque dedication ceremony included (seated L to R) 2025 IEEE President Kathleen Kramer, 2024 IEEE President Tom Coughlin, and Santa Clara Valley Section Milestones Chair Brian Berg.Douglas Peck/AMD Semiconductor economics changed the equation The rise of FPGAs closely followed changes in semiconductor economics, Cong says. Developing a custom chip requires a large upfront investment before production begins. As fabrication costs increased, products had to ship in large quantities to make ASIC development economically viable, according to a post published by AnySilicon. FPGAs allowed designers to move forward without that larger monetary commitment. ASIC development typically requires 18 to 24 months from conception to silicon, while FPGA implementations often can be completed within three to six months using modern design tools, Cong says. The shorter cycle and the ability to reconfigure the hardware enabled startups, universities, and equipment manufacturers to experiment with advanced architectures that were previously accessible mainly to large chip companies. Lookup tables and the rise of reconfigurable computing A popular technique for implementing mathematical functions in hardware is the lookup table (LUT). A LUT is a small memory element that stores the results of logical operations, according to “LUT-LLM: Efficient Large Language Model Inference with Memory-based Computations on FPGAs,” a paper selected for presentation next month at the 34th IEEE International Symposium on Field-Programmable Custom Computing Machines (FCCM). Instead of repeatedly recalculating outcomes, the chip retrieves answers directly from memory. Cong compares the approach to consulting multiplication tables rather than recomputing the arithmetic each time. Research led by Cong and others helped develop efficient methods for mapping digital circuits onto LUT-based architectures, shaping routing and layout strategies used in modern devices. As transistor budgets expanded, FPGA vendors integrated memory blocks, digital signal-processing units, high-speed communication interfaces, cryptographic engines, and embedded processors, transforming the devices into versatile computing platforms. Why the gate arrays are distinct from CPUs, GPUs, and ASICs FPGAs coexist with other processors because each one optimizes different priorities. Central processing units excel at general computing. Graphics processing units, designed to perform many calculations simultaneously, dominate large parallel workloads such as AI training. ASICs provide maximum efficiency when designs remain stable and production volumes are high. “ASICs can deliver the best performance, but the development cycle is long, and the nonrecurring engineering cost can be very high. FPGAs provide a sweet spot between processors and custom silicon.” —Jason Cong, IEEE Fellow and professor of computer science at UCLA. “FPGAs are not replacements for CPUs or GPUs,” Cong says. “They complement those processors in heterogeneous computing systems.” Modern computing platforms increasingly combine multiple types of processors to balance flexibility, performance, and energy efficiency. A Milestone for an idea, not just a device This IEEE Milestone recognizes more than a successful semiconductor product. It also acknowledges a shift in how engineers innovate. Reconfigurable hardware allows designers to test ideas quickly, refine architectures, and deploy systems while standards and markets evolve. “Without FPGAs,” Cong says, “the pace of hardware innovation would likely be much slower.” Four decades after the first FPGA appeared, the technology’s enduring legacy reflects Freeman’s insight: Hardware did not need to remain fixed. By accepting a small amount of unused silicon in exchange for adaptability, engineers transformed chips from static products into platforms for continuous experimentation—turning silicon itself into a medium engineers could rewrite. Among those who attended the Milestone ceremony were 2025 IEEE President Kathleen Kramer; 2024 IEEE President Tom Coughlin; Avery Lu, chair of the IEEE Santa Clara Valley Section; and Brian Berg, history and milestones chair of IEEE Region 6. They joined AMD’s chief executive, Lisa Su, and Salil Raje, senior vice president and general manager of adaptive and embedded computing at AMD. The IEEE Milestone plaque honoring the field-programmable gate array reads: “The FPGA is an integrated circuit with user-programmable Boolean logic functions and interconnects. FPGA inventor Ross Freeman cofounded Xilinx to productize his 1984 invention, and in 1985 the XC2064 was introduced with 64 programmable 4-input logic functions. Xilinx’s FPGAs helped accelerate a dramatic industry shift wherein ‘fabless’ companies could use software tools to design hardware while engaging ‘foundry’ companies to handle the capital-intensive task of manufacturing the software-defined hardware.” Administered by the IEEE History Center and supported by donors, the IEEE Milestone program recognizes outstanding technical developments worldwide that are at least 25 years old. Check out Spectrum’s History of Technology channel to read more stories about key engineering achievements.