Quartz
중도 성향
IT/기술
Hewlett Packard Enterprise stock soars after blowing past earnings expectations on AI demand
The company raised its full-year earnings guidance by $1 per share and said it is now two years ahead of its long-term financial plan
🇺🇸 미국 · IT/기술 · "LONG-TERM" · 총 11건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 11,627건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 1건(0.0%)·중립 11,625건(100.0%)·부정 1건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 18.5(중도 균형)입니다.
The company raised its full-year earnings guidance by $1 per share and said it is now two years ahead of its long-term financial plan
The detonation of the New Glenn rocket resulted in a huge fireball in Florida, and may have long-term implications for the company's ambitions.
VEEV's growing Vault CRM adoption and AI momentum, backed by major pharma wins, reinforce confidence in its long-term growth outlook.
While the long-term effects of AI have yet to be established, a new study reveals that the technology can seriously impair brain performance in a relatively short period.
I have been an application-specific IC (ASIC) designer for almost three decades. Over that time, I’ve moved through the full academic trajectory, from graduate student to full professor; later, I transitioned to industry after an unsuccessful stint at entrepreneurship. When I made the switch to the private sector in 2019, I began focusing on a critically important aspect of the electronic industry: silicon intellectual property. As much as 80 percent of the physical area in today’s most advanced chips is occupied by blocks that aren’t made for specific products or even designed by the consumer-facing companies that built them. Instead, chipmakers draw heavily on established silicon IP from companies like Arm, Cadence, Rambus, Synopsys, and the company I work for, Silicon Creations. Throughout my career, I’ve designed chips for very different purposes, including enabling the research program in my academic lab and expanding the IP portfolio of my company. When I joined Silicon Creations, I had no idea how differently the industry approaches IC design and encountered a steep learning curve. Initially, it seemed that much of my two decades of academic research and training did not directly translate to the role. I had to learn new skills and adopt a new mindset. Today, demand for ASICs is rapidly growing, driven by the need for specialized chips in the automotive sector, AI applications, and more. By one market estimate, the ASIC market is expected to grow from US $23.4 billion to $38.8 billion by 2033, and the semiconductor industry as a whole is projected to hit $1 trillion by 2030. The industry needs more chip designers—but if you’re coming from an academic background as I did, there are a few things you’ll need to know. Different goals lead to different strategies The differences between industry and academe begin with a divergence in purpose. In academia, my primary objective was to generate new knowledge: to propose a novel circuit technique, validate an unconventional architecture, or explore the limits of performance in a given domain. A successful chip is one that demonstrates a concept. In industry, it is not nearly enough to prove that something can work. The goal is to ensure that it works reliably, repeatedly, and at scale. Success is measured not by novelty but by whether the silicon meets specifications, yields as expected in production, and supports a competitive product delivered on schedule. This leads to a stark contrast in risk tolerance. Academic designs often deliberately push into unproven territory, where even partial success can yield valuable insight. In industry, however, we systematically minimize risk. The cost of failure makes first-time silicon success a central requirement—especially at advanced technology nodes, where the lithography masks used to transfer circuit designs onto silicon wafers alone can cost tens of millions of dollars. As a result, industry design flows are built around eliminating uncertainty through conservative margins, extensive validation, and careful reuse of proven solutions. “Academia explores the design space, asking what is possible, while industry exploits it, determining what is viable at scale.” This paradigm has existed since the 1970s, when application-specific chip design was established. However, the gulf between academia and industry has expanded since the mid-2010s, when FinFET technology, a 3D architecture using vertical “fins” of silicon, was widely adopted in industry. System designs are also becoming increasingly modular with the advent of chiplets. This fundamentally altered the economics and complexity of ASIC development, with design costs rising by almost an order of magnitude. Initiatives like Taiwan Semiconductor Manufacturing Co.’s University FinFET Program and new government-funded chip-design hubs now let some well-resourced universities design for more advanced architectures, but the technology is still out of reach for many academics. What the industry-academia split means in practice Consider a startup developing an ASIC. Its engineering team may have deep expertise in a particular algorithm, sensor interface, or system architecture, the features that define its competitive advantage. But it is unlikely to possess world-class expertise in every supporting function. Developing each of these blocks internally would require significant time, capital, and specialized talent. Doing so could delay market entry beyond the startup’s viability. Even large semiconductor companies face similar constraints. Advanced-node development demands intense focus. Allocating a team to redesign a standard interface block that has already been implemented elsewhere may be difficult to justify when differentiation lies at the system level, such as an inference chip’s ability to speed up neural network computations. The time it takes to move a new chip from conception to market and risk mitigation, not self-sufficiency, govern most decisions about in-house development versus outsourcing. The economics of advanced IC manufacturing reinforce this reality. When the development cost of a leading-edge chip reaches hundreds of millions of dollars, minimizing risk becomes a central design imperative. In this context, silicon IP emerged as a practical solution. Similar to how software developers rely on preexisting libraries rather than writing every function from scratch, ASIC designers license predesigned, preverified silicon blocks—such as processor cores, memory interfaces, and security engines—from highly specialized IP vendors. These blocks can then be integrated into larger, increasingly complex systems. Design scope, verification, and time horizons With the use of silicon IP, industry is able to widen the scope of its designs. Academic efforts tend to focus on block-level innovation: a new analog-to-digital converter architecture or an ultralow-noise amplifier, for instance. These designs typically abstract away many of the complexities of bringing a chip to market, such as packaging constraints, long-term reliability, and manufacturing yield. In industry, the focus shifts to system-level integration. Modern systems on chips, or SoCs, incorporate dozens or even hundreds of functional blocks. Managing signal integrity, timing, firmware interaction, and system-level validation becomes as critical as the design of any individual block. Verification philosophy also diverges sharply. In academia, the goal of verification is to demonstrate that the concept works under nominal conditions, which may not always reflect how it would perform in real applications. Even if only a fraction of fabricated chips from a multiproject wafer operates correctly, the design may still be considered a success if it validates the underlying idea. At my academic lab for instance, we used to receive 40 chips from a TSMC prototyping service and started testing them in batches of five. If the first five or 10 chips proved functional, we had already collected more than enough data for a publication. If some of them failed, we weren’t required to mention this when publishing the results. In industry, verification is exhaustive, critical, and often dominates the development schedule. Failures are measured in parts per million, and even rare anomalies are carefully analyzed and documented to identify root causes and prevent recurrence. When I started at Silicon Creations, I was surprised by the level of detail and scrutiny designs face. Differences in time horizons and economic constraints reinforce each of these contrasts. Academic projects operate on flexible timelines aligned with research and funding cycles. If I missed a deadline, I just had to wait for the next cycle. Industry projects are driven by fixed product schedules and market windows, frequently targeting costly leading-edge nodes to achieve competitive performance, power, and area efficiency. Missing a deadline can negate the value of an entire design and may have major financial consequences along the entire supply chain. In essence, academia explores the design space, asking what is possible, while industry exploits it, determining what is viable at scale. Both are indispensable, but they operate under fundamentally different definitions of success. As ASIC complexity continues to grow, understanding both perspectives will be essential for the next generation of engineers navigating the evolving semiconductor landscape. This article appears in the June 2026 print issue.
This sponsored article is brought to you by Master Bond. Outgassing is the release of volatile substances from a cured adhesive over time. These released materials, which may include residual solvents, unreacted monomers, or other chemical species, can deposit on nearby surfaces, causing contamination that interferes with sensitive components. What Is Outgassing and How Is It Measured? The industry standard for measuring outgassing is ASTM E595, developed by NASA. This test exposes a cured sample to 125 °C at high vacuum (10⁻⁵ to 10⁻⁶ torr) for 24 hours, measuring Total Mass Loss (TML) and Collected Volatile Condensable Materials (CVCM). To meet NASA low outgassing requirements, materials must exhibit less than 1 percent TML and less than 0.1 percent CVCM. Optical assemblies need contamination-free bonding and prevention of fogging the optics to maintain clarity. High-vacuum scientific equipment, semiconductor manufacturing tools, and aerospace electronics also demand low outgassing materials. Key Applications Low outgassing adhesives are essential wherever contamination could compromise performance and this is particularly relevant for space and satellite systems. Optical assemblies, including cameras, telescopes, and laser systems, need contamination-free bonding and prevention of fogging the optics to maintain clarity. High-vacuum scientific equipment, semiconductor manufacturing tools, and aerospace electronics also demand low outgassing materials. Even terrestrial optical devices benefit from reduced outgassing to ensure long-term reliability. EP30-2 is a versatile system can be used in a variety of applications in aerospace, electronic, optical and specialty OEM industries, especially when optical clarity and low outgassing are important criteria.Master Bond Ensuring Low Outgassing Performance Through Proper Handling Achieving specified outgassing performance requires attention to storage, mixing, and curing. For two-part systems, use the correct mix ratio and mix thoroughly to ensure complete reaction. Follow recommended cure schedules — adding heat, even at modest temperatures of 150-200 °F, significantly improves cross-linking and reduces outgassing. For UV-curable adhesives, ensure complete cure by using the correct lamp wavelength (typically 365 nm), adequate intensity, and proper exposure time with no shadowed areas. Troubleshooting Outgassing Issues If contamination appears on optical surfaces or outgassing test results are higher than expected, an incomplete cure might be one of the root causes. The first step is to verify that the adhesive has fully hardened to its specified Shore hardness. The next step is to consider adding or extending heat cure to improve cross-linking. Master Bond Product Recommendations Master Bond offers a range of adhesives meeting NASA low outgassing requirements. EP30-2 and EP21TCHT-1 are some examples of two-part epoxy systems that have been successfully deployed in demanding vacuum applications, including ultra-high vacuum environments. For applications requiring UV cure, Master Bond provides specialty UV formulations such as UV16 meeting ASTM E595, as well as dual-cure systems (UV plus heat) such as UV22DC80-10F for assemblies where shadows prevent complete UV exposure. These dual-cure products initiate with UV light and complete curing with heat as low as 180 °F (80 °C).
Over the next few decades, billions of autonomous, AI-powered robots will work alongside people in factories, perform tedious tasks in warehouses, care for the elderly, assist in unsafe disaster areas, deliver packages and food to our doorsteps, and eventually help out in our homes. Some will look like us, and many won’t. What is certain is that regardless of form factor, robots will all rely heavily on AI in order to deliver real-world value. In 2025, total investments in robotics companies reached a record US $40.7 billion, accounting for 9 percent of all venture funding. The multibillion dollar question therefore is this: What will it take for AI-powered robots to begin to have a serious economic impact? Many of today’s robotics and AI companies are making bold claims, such as that humanoid robots will soon be coming into our homes, but there’s still a big gap between promise and reality. The promise of robots that live and work alongside us has been the stuff of science fiction for a very long time. And while many programmers have tried to make that promise a reality, the physical world is just too complicated for traditional computer programs to handle the endless complexity it presents. Thanks to AI, robots are no longer being programmed—instead, they learn to operate in the real world. With enough practice, they can learn to perceive and understand the world around them, reason about that world, and use that reason and understanding to perform tasks that are useful, reliable, and safe. The two of us have worked at the forefront of AI and robotics for the last decade, as a Professor in Robotics at Oregon State University and Co-Founder of Agility Robotics, and as former CEO of the Everyday Robots moonshot at Google X. Our experience deploying AI-powered robots in real-world settings has given us a perspective on where AI can be used to great benefit in complex robotic systems in the near term and where we are still on the frontier of science fiction. We believe AI will enable an inflection point in robotics advances, but that it will be through the well-engineered application of coordinated systems of different AI tools rather than a single ChatGPT-style breakthrough. As the excitement around AI is matched only by the uncertainty of what will be possible, here are five hard truths that will define AI in robotics. 1. The YouTube-to-Reality Gap Is Real For years, we have been seeing videos on YouTube with humanoid robots performing amazing moves on everything from a dance floor to an obstacle course. The inside knowledge in robotics is to “never trust a YouTube robot video.” The gap between real robots that can perform real work in unstructured human environments and carefully scripted and edited robot performances remains significant. The latest performance to get a lot of attention was a martial arts show featuring Unitree humanoid robots performing with children at the Chinese 2026 Spring Festival Gala. While impressive, this falls into a long lineage of tightly scripted robotic performances, where everything has been carefully choreographed and planned in advance. The low-level controls, synchronization, and choreography were stunning, yet the Spring Gala robot performance showed a level of autonomy and intelligence much closer to industrial robots building cars in a factory than something that will show up in your living room any time soon. Seeing these kinds of demos nevertheless raises questions about where robotics really is. If robots can perform kung fu moves and do backflips and dance, why aren’t they also showing up on factory floors yet? And why can’t they do the dishes in my home after dinner? The simple answer is this: Making AI-powered robots capable of performing general tasks in varied human environments is still really hard. While impressive technological feats like those at the Spring Festival may make it look like we could be very close, the use of AI in these demos is only for low-level motor control (to keep the robots from falling over) and therefore is only a small part of the solution for robots to be general purpose in the real, unstructured spaces where we humans live and work. 2. Data Is An Unsolved Challenge Large Language Models (LLMs) like OpenAI’s ChatGPT and Anthropic’s Claude were initially trained on an internet-scale database of text. The world woke up one day in late 2022 to ChatGPT demonstrating that AI computers could suddenly “speak” to us in prose or verse and about seemingly any topic. LLMs have turned out to generalize well and are now able to take multimodal input (text, images, video) and produce multimodal output. Importantly, the corpus of training data was both enormous and human-generated, which are characteristics that form the gold standard for AI training. The fastest path to robots as part of everyday life may emerge through a range of robot forms performing increasingly sophisticated applications and employing a range of AI tools.Agility Robotics Giving AI a body (in the form of a robot), so that it can engage with people in the physical world, continues to be a very difficult and broadly unsolved problem. AI models for general-purpose robotics must simultaneously satisfy multiple, often conflicting, physical, geometric, and temporal limitations while operating in unstructured, dynamic environments. In order to generalize, robot models need to be trained on data gathered in a high-dimensional configuration space, where “dimensions” represent text, lighting conditions, degrees of freedom, joint limits, velocities, force, and safety boundaries, just to mention a few. Importantly, this must be good data—it must contain many examples from what amounts to an infinite number of possible configurations in the physical world. Since there are very few existing sources of data like this, approaches like teleoperation, video analysis, motion capture of humans, and self-exploration in simulation and in the real world are all seen as important ways to collect data. It’s a herculean task. For example, at Everyday Robots at Google X, we ran 240 million robot instances in our simulator over the course of 2022 to collect training data, mostly to train a trash-sorting model. Similar amounts of data will be needed for every skill to get to a similar level of capability, which is not yet human level. 3. There Will Be No Single Robot AI We are far away from a moment where a single AI model might allow general-purpose robots to live and work alongside us. General-purpose robots can have wheels or legs. They can have one, two, three, or more arms. Some have propellers and can fly, while others may be designed to operate under water. Some will drive on busy roads. The physical world is infinitely varied and complex. And then there are all the people and other animals that will be surrounding the robots. How do you train a model to operate a robot safely and reliably in all of these settings? The simple answer is: You don’t. At least not for quite some time. We believe the winning AI architecture leading to the next big breakthroughs in general-purpose robotics will be “agentic AI” for robots, which are high-level coordinating models that can reason, plan, use tools, and learn from outcomes to execute complex tasks with limited supervision. Agentic, high-level models running on robots will invoke a system of specialized ones for different types of tasks. We will likely soon see multiple robots collaborating and coordinating with each other through their onboard agentic AI models. AI tools are unlocking new and powerful capabilities in robotics, which in turn will enable new solutions and new markets. It’s encouraging to see these new models being made broadly available, some even as open-source solutions. This availability is akin to what happened with the internet: Real progress occurred when it became ubiquitous. We anticipate an inevitable democratization of complex behaviors in robotics with wide access to these AI tools and technologies. 4. Hardware Is Still Very Hard Robots are complex systems with many parts that all need to work together with great precision. For a robot to be useful and safe, every part of it must be coordinated, from its perception systems to the computer controlling it, all the way down to its individual actuators. Actuators—that is, the motors and gears—are a good example of an important part of the robot where what got us here won’t get us there. The actuators used at scale by most industrial robots will not work for robots that will operate in human environments. If these robots accidentally collide with an obstacle, the resulting impacts are harsh, forces are high, and things break. Humans don’t move in this way. We are far more compliant in how we interact with the world, and we’re constantly making contact with our environment and using that contact to help us accomplish things. Consider the challenge of inserting a key in a lock: Humans typically don’t do this by aligning the key perfectly with the keyhole. Instead, we just feel for the edge of the keyhole and jiggle the key in. Robots need to be able to operate in novel ways to achieve comparable capabilities by using a new class of actuators that are sensitive to force and able to have a compliant interaction with the environment. While these kinds of actuators do exist, they are not yet generally available at scale for robot systems designed to operate around people. 5. Real Value Comes From “Easy” Tasks There’s a big difference between tasks that look impressive and real-world tasks that provide value. Robotics is a perfect example of Moravec’s paradox, which states that tasks that are hard for humans are easy for computers (like multiplying two big numbers), and tasks easy for humans (like a toddler’s movements) are extremely difficult for computers and robots. Serving customers is an unforgiving reality check, because customers only care about solving the real problems they have. If we are to deploy AI-based robot solutions, they must outperform the way things are currently done while demonstrating reliable performance metrics and safety. Agility Robotics’ early work to deploy our humanoid robot Digit in customer locations led to the realization that our first obstacle was safety: Robots that balance and manipulate objects in human spaces bring new types of risk to the workplace. In the first humanoid deployments, physical barriers were necessary, and Agility kicked off a multi-year engineering effort to solve the safety challenge, touching nearly every aspect of robot design and relying heavily on new AI-based approaches to human detection and behavior control. Everyday Robots at Google deployed robots in 2019 that worked autonomously in office buildings doing chores like cleaning cafe tables and sorting trash. We quickly learned how “messy” and difficult the real world is for a robot. This experience informed the architecture and deployment of our AI systems while also gathering real-world data that could be combined with simulation data for training and improving models. This focus on creating a product to meet specific customer needs and deploying robots in real-world settings is the only way to inform the structure of the AI tools and infrastructure for near-term utility on a path towards long-term broader capability and generality. There will be no “aha” moment, no silver bullet algorithm, and no volume of data sufficient to produce a general-purpose robot without extensive real-world experience. AI Robots Are Coming, One Step at a Time As we look to the future, there is no doubt that the world is bringing AI into the physical world through robots. We are at the beginning of a “Cambrian explosion“ of useful, intelligent machines. We believe AI is not one tool, but a huge frontier of technical approaches that is unlocking new capabilities so powerful, they will define our economy moving forward. This will happen not in one single definitive moment, but as an ongoing set of small and large breakthroughs, where AI-driven robots begin to provide real value in a few tasks, and then a few more, with impacts unfolding across numerous $100 billion-plus markets that will dramatically improve the quality of our lives.
CAR-T cell therapy is already a potent treatment for certain cancers. Now, a small study is showing early promise for managing HIV.
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.
When Ana Inês Inácio goes to work at the Netherlands Organization for Applied Scientific Research (TNO) in The Hague, she thinks about signals most people never notice: radio waves moving between satellites, sensors, and future wireless networks. The integrated circuits the research scientist designs lay the foundation for next-generation RF sensor systems critical to advancing radar technologies. Ana Inês Inácio EMPLOYER Netherlands Organization for Applied Scientific Research, TNO TITLE Scientist IEEE MEMBER GRADE Senior member ALMA MATER University of Aveiro, in Portugal Those invisible RF signals are only part of what earned the IEEE senior member her global recognition. Inácio recently received the IEEE–Eta Kappa Nu Outstanding Young Professional Award for “leadership in IEEE Young Professionals, fostering innovation and inclusivity, and pioneering advancements in RF sensor systems, bridging technical excellence with impactful community engagement.” The recognition from IEEE’s honor society reflects a career built along two parallel paths: advancing RF circuit design while helping engineers worldwide build professional communities. “I’ve always liked building things,” Inácio says. “Sometimes that means circuits; sometimes it means helping people connect and grow together.” That blend of technical innovation and global leadership gives her work impact far beyond the laboratory. EE lessons at the kitchen table Inácio grew up in Vales do Rio, a rural village near Covilhã in central Portugal. The region was known for farming and textiles, she says. Many residents worked in the textile industry, including her grandfather, who repaired machinery such as industrial looms. He became her first engineering teacher without ever holding the formal title. Through correspondence courses delivered by mail, he taught himself electrical systems. At home, he explained electricity to his granddaughter while he repaired the household’s appliances and wiring. “He would show me why something broke and how we could fix it,” she recalls. It sparked her curiosity. Her mother was a tailor who later managed other tailors. Her father left his factory job to attend culinary school and now cooks at an elder-care facility. Curiosity was a trait that ran through the family. By high school, Inácio was drawn equally to mathematics and physics and to biology and geology, she says. Encouragement from teachers and an uncle, an engineer, ultimately steered her toward electronics engineering. Conducting research on integrated circuits In 2008 she enrolled in an integrated master’s degree program in electrical and telecommunications engineering at the Universidade de Aveiro in Portugal, a five-year degree that combined undergraduate and graduate studies. An opportunity to study abroad changed her path. In 2012 she moved to the Netherlands to study at Eindhoven University of Technology (TU/e) through a six-month European exchange program with UAveiro. A professor encouraged her to stay on, so she completed her final year of masters in the Netherlands. She focused on techniques to improve the linearization of RF power amplifiers at Thales. The company, based in Hengelo, Netherlands, designs and produces electronics for defense and security. She earned her master’s degree from UAveiro in 2013. After graduating, she joined the integrated circuit design group at the University of Twente, in The Netherlands, conducting collaborative research as part of a nationally funded program on linearization techniques for RF front-end systems. The experience introduced her to international research culture and persuaded her to pursue a career abroad, she says. Engineering the future of wireless Inácio joined TNO in 2018 as a junior scientist and innovator: her first professional industry job. Today she designs integrated RF front-end systems—the circuits that allow devices to transmit and receive wireless signals. The components sit at the core of modern communications, enabling sensor networks, satellite links, and emerging 6G technologies. Her work aims to tackle a central challenge: getting greater performance from smaller chips. “As communication evolves, we need more bandwidth to transfer more data at higher speeds,” she says. “The question is how much complexity you can integrate into one system while keeping it efficient.” Unlike commercial lab environments, which reuse established designs, research projects often start from scratch. Each transmit-receive chain—the signal path that converts digital data to radio waves and back again—is tailored to specific requirements. Her work focuses on improving key circuit characteristics including linearity (ensuring that the signals that go out of the antenna are not distorted) as well as noise reduction (so design blocks can be optimized). Advanced design techniques help devices communicate more reliably while consuming less energy, a critical need for large sensor networks such as the Internet of Things, she says. Artificial intelligence is beginning to influence her field, she says: “AI is already helping us work faster. The real challenge is learning how to use it to make better designs, not just quicker ones.” A parallel vocation with IEEE While her technical career flourished in research labs, an additional journey unfolded through IEEE. Inácio joined the organization in 2009 as a student after discovering UAveiro’s student branch. What began as curiosity evolved into a long-term leadership path. She advanced through roles within Region 8—covering Europe, Africa, and the Middle East—one of the organization’s most culturally diverse regions. She was the student branch’s vice chair, and the region’s student representative for more than 22,000 IEEE members. She also served as the Young Professionals Affinity Group chair for the IEEE Benelux Section, which encompasses Belgium, the Netherlands, and Luxembourg. Currently, she serves as the immediate past chair of the Region 8 Young Professionals Committee, and vice chair and IEEE Member and Geographical Activities representative on the IEEE Young Professionals Committee. In those roles, she represents close to 135,000 IEEE members. In addition, she is an active member of the IEEE Microwave Theory and Technology Society, currently serving as its Young Professionals liaison. Her involvement with IEEE has boosted her professional confidence, she says. “IEEE didn’t directly give me promotions at my day job, but it gave me leadership skills, networking opportunities, and the ability to work with people from everywhere,” she says. Those experiences now shape her collaborations at TNO, where international teamwork is essential. The IEEE-HKN Outstanding Young Professional Award recognizes that combination of technical excellence and community impact, she says. Looking back, Inácio sees a clear thread connecting her childhood curiosity, her international career, and her IEEE leadership: Engineering, she says, is ultimately about people as much as it is about technology.
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.”