The Electron’s Interstate: AI Will Cause An Infrastructure Collision
As data centers transform into "AI factories," global economic power is shifting to nations that can scale power grids, transformers, and energy infrastructure.
🇺🇸 미국 · "FACTORIES" · 총 14건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 10,335건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 1건(0.0%)·중립 10,333건(100.0%)·부정 1건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 19.3(중도 균형)입니다.
As data centers transform into "AI factories," global economic power is shifting to nations that can scale power grids, transformers, and energy infrastructure.
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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.
“Why are you here?” Fabrizio Pilo, an electrical engineer, asks me as we sit in an outdoor café near his home in Cagliari, an ancient city on the island of Sardinia. It’s a fair question. I’m a journalist from the United States. I’d just stepped off my flight 2 hours prior and come straight to this meeting, suitcase still stowed in my rental car. I’m here to see three intriguing new energy projects under development in Sardinia. I’d heard there’s strong public resistance to renewable energy, and I want to understand why that is. I tell Pilo, who is vice rector for innovation at the University of Cagliari, that I hope he’ll share some insights before I head out on a reporting trip across the island. (My answer seems to satisfy him, and he kindly gives me an hour of his time). This won’t be the first time that I’m asked to explain my presence on the island. I’d expected it, to some extent; I’m a foreign journalist poking around, after all. What I didn’t expect was the depth of Sardinians’ distrust, not just of journalists, but of any outsider, particularly ones with authority. Over the last few years, developers of wind and solar projects, most of whom aren’t from here, have been absorbing the bulk of this smoldering, communal wariness. Activists Maria Grazia Demontis [left] and Alberto Sala, photographed inside the archaeological monument Giants’ Tomb of Pascarédda, have worked to stop the construction of wind farms by organizing protests and taking legal actions through their organization Gallura Coordination. Luigi Avantaggiato In fact, the resistance is so widespread among Sardinians that over the course of two months in 2024, a grassroots petition to ban new wind and solar projects gathered over 210,000 certified signatures. That’s more than a quarter of Sardinia’s typical voter turnout and represents a cross-party consensus. People stood in long lines in public squares to sign. And it worked: Political leaders responded swiftly with an 18-month moratorium on renewable energy construction. “I’ve never seen so much engagement for anything” in Sardinia, says Elisa Sotgiu, a literary sociologist at the University of Oxford, who was born and raised on the island. “Sardinia has a bunch of problems like enormous unemployment. There’s lots of emigration because there are no jobs. It’s one of the poorest areas in Europe. The area is just decaying,” she says. “And yet the thing people are demonstrating against is renewable energy.” And the opposition continues: A network of mayors has mobilized for the cause. Thousands of people show up at organized protests. Activists vandalize grid equipment. Families are passing down these stories of resistance to their children as a point of pride. Local media outlets are egging it on, frequently publishing misinformation tinged with fearmongering. These aren’t just NIMBY complaints—not in the pejorative sense, at least. The resistance, and the distrust underlying it, is rooted in the island’s complex history, both recent and ancient. It’s based on a past that the Sardinian people carry with them—a past that has seeded a deep sense of suspicion and vulnerability. Resistance, I learn, is part of what it means to be Sardinian. Fabrizio Giulio Luca Pilo, vice rector of innovation at the University of Cagliari, has been working to help Sardinia transition to cleaner, more reliable energy. Luigi Avantaggiato “It is a very sad situation,” Pilo tells me. “There are a lot of economic reasons to do the [energy] transition.” It could attract new companies such as data centers, which would create new jobs, he argues. It could reduce Sardinia’s reliance on imported gas and fuel, making the island more independent. New economic activity on the island might help reverse its population decline, he adds. And while what’s happening on Sardinia is unique, it also represents a larger trend: A growing number of communities around the world are opposing wind- and solar-farm construction, to the consternation of stakeholders. By 2025, nearly one-fourth of the counties in the United States had enacted some impediment to new utility-scale wind and solar energy—up from as few as 15 percent two years earlier, according to a USA Today analysis. In Africa, community pushback successfully canceled major projects such as the 60-megawatt Kinangop Wind Park in Kenya. In India, local pastoralists are challenging the 13-gigawatt Ladakh solar and wind project. And the European Union’s top-down push for renewable energy has created opposition in many communities. Their reasons vary—land-use preferences, generational ethos, government resentment, property values, economic effects, aesthetics—but all of these struggles have this in common: The resisters are passionate and they are often successful in blocking development. This is a looming problem for the energy transition. Unlike large, centralized coal and nuclear power plants, renewable energy is geographically spread out, so it touches far more communities. Sardinia offers one of the clearest cases of what can go wrong when renewable-energy developers and authorities fail to consider the complexities of the local situation on the ground. Why is Sardinia resisting renewable energy? Roughly the size of New Hampshire, Sardinia juts out of the Mediterranean Sea about 200 kilometers west of Italy’s mainland. Technically it’s part of Italy, but Sardinians are quick to point out their island’s autonomous status—a subtle way of saying, “We do things our way.” Its mountains seem to echo the sentiment. With the highest peaks running in a chain along the east side of the island, Sardinia resolutely turns its back to the mainland. At first glance, the island looks like the kind of place that’s ripe for an energy transition. Its two coal plants are aging and are targeted to be shut down to meet climate commitments. It has no nuclear power, nor does it produce its own natural gas. Wind and sun, however, are abundant and could easily meet the energy needs of Sardinia’s sparse population of about 1.5 million. But while the resources may be ready for a transition, the people emphatically are not. When I first arrive in Sardinia and take in its beauty, I assume that the impetus behind the fight against wind and solar farms boils down to how they look. Waves of silicon, metal, and concrete would spoil views of Sardinia’s stunning beaches, rugged mountains, ancient pastures, and idyllic medieval villages, after all. Residents of the city of Orgosolo in 1969 famously stopped the construction of a military firing range on communal grazing land known as Pratobello. Its village walls are still covered in murals advocating social protest and antiauthoritarianism. Luigi Avantaggiato But the island’s aesthetic—and the tourism industry that depends on it—are only part of the equation. The far stronger cultural forces at play are rooted in Sardinia’s past. Over millennia, the island has endured successive invasions from outsiders seeking to exploit the land. These incursions, and Sardinians’ rebellious responses to them, have become an integral part of the island’s identity passed down through generations. The invasions started with the relatively peaceful settlement of the Phoenicians in the 9th and 8th centuries B.C.E. Then came the Romans, the Byzantines, and the Iberians, who conquered with violence, looting, and enslavement. But legend has it that despite the might of these ancient conquerors, pockets of Sardinia sometimes managed to defend themselves. “Not even the Roman empire could conquer the shepherds of the highland regions,” is the oft-repeated tale. Whether that’s true or just an idealization is beside the point; such stories serve as an enormous source of pride and identity. Sardinia exported about 30 percent of the electricity it generated in 2025, largely to Corsica and the Italian mainland via two existing submarine cables. The island is “fiercely proud of its identity…especially in the center of Sardinia, which was the most resistant part,” says Andrea Vargiu, a sociologist at the University of Sassari in Sardinia. “This long history of exploitation is still in our DNA, along with a proud sense of autonomy,” he says. Sardinia’s unification, in the mid-1800s, with what would become the Kingdom of Italy is seen by many as an act of colonization. It didn’t help that Italy then proceeded to exploit Sardinia’s forests and other resources for the benefit of the mainland—a practice that continued through the 20th century, says Vargiu. Sardinian bandits sometimes fought back with their own sense of justice, settling matters through raids, kidnappings, and violence. Their stories live on in Sardinian lore with an almost mythical quality, the brigands admired for their intractability. Pasquale Mereu, mayor of Orgosolo, helped organize the Pratobello 24 movement against renewable energy in Sardinia. Luigi Avantaggiato Italy’s use of the island for military purposes particularly irked locals. In a famous case in 1969, residents of the town of Orgosolo successfully thwarted the construction of a firing range on communal grazing land known as Pratobello. That name has since become synonymous with the defense of one’s territory, and a rallying cry. “Sardinia has always been a land of conquest,” says Pasquale Mereu, mayor of Orgosolo, who spoke with IEEE Spectrum through an interpreter. “We believe that even today we are still a colony of Italy, and I’m not ashamed to say it even though I represent an institution.” A longstanding mural on one of his village’s walls reads: “You are in the territory of Orgosolo; here the people rule supreme and the government obeys.” Sardinia’s History Shapes its Identity Driving around the island and talking to people, I can feel the weight of Sardinia’s history—and people’s propensity for holding onto it. Elaborate heritage festivals occur nearly every autumn weekend in the island’s interior. They’re well attended, multigenerational affairs that aim to keep old traditions alive. In the medieval town of Belvì, men roast chestnuts—marroni—over an open fire in a frying pan the size of a swimming pool and then serve them to the crowd by shoveling them into troughs. They’re delicious. In an adjacent amphitheater, the crowd sways along to costumed performers leading traditional dances. Then there are the Bronze Age stone structures, called nuraghi, that are pretty much everywhere. Built before the violent conquests, these conical towers have come to symbolize a romanticized vision of the heyday of Sardinia’s independence. More than 7,000 of them remain, ranging from unremarkable piles of rocks to complex towers, each one carefully documented on an interactive online map. I visit one of the more intact ones that’s fenced off and requires an admission fee. As I take some video with my phone, an employee asks me who I am and what I’m doing and informs me I’ll need to get permission from the government before posting anything online. This rock hollowed out by erosion and walled up with stones was likely used by shepherds as a shelter near the historic Sardinian village of Tempio Pausania. Luigi Avantaggiato But in interviews with residents, I’m continually reminded of the darker side of Sardinia’s past. People often bring up painful things that happened 50 or 500 years ago. A middle school science teacher named Giannina Serpi, and her husband, Roberto Moro, meet me at a café in the seaside town of Sant’Antioco. When I ask why people are so opposed to renewable energy, they (like many people I interviewed) point to the 1970s. Sheep return from pasture in Bonorva, Sardinia, near the Bonorva wind farm operated by EDF Renewables. Luigi Avantaggiato That decade brought a new kind of exploitation: not by empires or governments, but by technology companies. Petrochemical, aluminum, and other industrial companies from overseas built factories on the island, creating jobs and adjacent businesses. But after a few decades, economic and geopolitical factors led the companies to close the factories, sinking local economies and in some cases leaving behind toxic contamination. In the northern city of Porto Torres, several petrochemical plants, a thermoelectric power plant, and an industrial harbor employed about 8,000 workers in the early 1970s. But the oil crises of that decade took its toll on jobs, and when environmental contamination became evident in the 1990s, employment plunged further. By 2010, most of the petrochemical plants had closed. Studies show that residents of Porto Torres during that time had curiously high rates of death from cancer, although there is no consensus on the cause. Similarly, studies have found higher rates of lead in children in the Portovesme area in the southwest, about a 20-minute drive from where I sit with Serpi and Moro in Sant’Antioco. There, the U.S. aluminum producer Alcoa operated a smelter that employed about 500 people and supported an estimated 1,500 adjacent jobs. But the company shut down the smelter in 2012. Three years earlier, Russian aluminum manufacturer Rusal had idled its Eurallumina factory nearby. The impacts of these events still feel fresh, Serpi explains through a digital translator. She says she teaches this history to her students but doesn’t tell them how to feel about it. “I let them decide,” she says. Energy Colonialism in Sardinia Against this backdrop, renewable-energy developers in the early 2010s began sizing up Sardinia. They were drawn by the cheap land, low population, strong wind, and sun that shines an average of about 300 days a year. EF Solare Italia commissioned an 11-MW solar plant in 2010. Rome-based Enel Green Power began construction of a 90-MW wind farm in Portoscuso the following year. Other developers followed, and they mostly came from elsewhere—mainland Italy, Europe, and later, China. The way many Sardinians saw it, the new plants didn’t bring many long-lasting jobs. Most of the work ended after the design and installation phases, and profits went back to the companies’ headquarters outside of Sardinia, they argued. People called it “energy colonialism” and lauded landowners who refused to sell or lease their property to developers. Pink granite called Ghiandone Limbara was extracted from the Sinnada quarry in northern Sardinia from the late 1970s to 2011. Luigi Avantaggiato The uncle of Oxford’s Sotgiu is one of those landowners. She says that a couple of years ago a solar company asked him if he would allow the installation of an array on his family farm in Logudoro in Sardinia’s interior. “From that, he would have gotten something around €150,000 a year, which is more money than he’s seen in his life,” says Sotgiu. The money could have covered his three kids’ college education, she says. “But he refused.” He had many reasons. For one, switching from sheep grazing to the more passive business of leasing land would have put the fate of his income in the hands of an outsider. “If you deprive a region of any sort of economy that is self-reliant, then it’s really fragile,” says Sotgiu. Her uncle didn’t trust that the income would last, and worried he’d be left with a ruined farm, she says. Plus, his farm has been in the family for generations and one of his sons is interested in continuing the business. “So I understand his pride in saying, ‘No, this is my farm, I don’t care about the money,’” she says. Sardinia has one of the largest carbon footprints per capita in Europe. Despite that kind of grassroots resistance, development continued. In 2023, the Italian government authorized the construction of a 1-GW submarine power cable to connect Sardinia to Sicily and the Italian mainland. When completed, the bidirectional cable, called the Tyrrhenian Link, will increase electricity exchange between the regions, bolster grid reliability, and help grid operators efficiently use more renewable energy. Sardinian activists, however, view the cable as a way to justify even more construction of wind and solar plants, and to export the island’s energy for the benefit of non-Sardinians. The island already exports about 30 percent of its electricity, largely to Corsica and the Italian mainland via two existing submarine cables. The Florinas wind farm, commissioned in 2004, was one of the earliest wind farms built in Sardinia. Luigi Avantaggiato And then came the tipping point. In June 2024, in an effort to meet the European Union’s 2030 renewable energy targets, Italy committed to building more than 80 GW of new wind and solar energy capacity over December 2020 levels. The national government divvied up the burden among its regions and told Sardinia to build its portion, 6.2 GW. The move triggered an onslaught of requests from wind and solar developers wanting to build projects in Sardinia. The queue at one point topped 50 GW of grid-connection requests. That represented more than 700 solar and wind projects, many of which came from companies outside of Sardinia. The southern newspaper L’Unione Sarda ran wild with the numbers. Almost daily, for months, it published stories about the “wind assault.” The call-to-arms posts urged people to protest. “The Attack on the Landscape Does Not Stop; The Threat From Agrivoltaics Is Growing,” read a July 2024 headline. Unsubstantiated articles tried to link wind and solar developers to organized crime. “It was scaremongering,” says Sotgiu. “It was a little dishonest, as I saw it, because they kept exaggerating and scaring people into thinking that we were going to be invaded.” (Representatives of the newspaper declined to comment.) The numbers did scare people. Lost was the fact that a grid-connection request is just the start of a multiyear process that involves permitting and legal review and often ends in withdrawn or downsized projects. Submitting a request is inexpensive, and developers often cast a wide net by entering lots of these queues globally to increase the odds of being accepted. In the end, only a fraction come to fruition. In other words, building all, or even most, of the requested 50 GW was never going to happen. “I tried to explain this” to the public, says an industrial engineer at the University of Cagliari, in Sardinia, who asked to remain anonymous to avoid any detrimental impacts of speaking out. “I went to the regional television station. But it’s difficult with technical information. And the newspaper communication is so bad, and its impact is so strong in the community, that it’s very difficult to change people’s minds,” he says. Pratobello 2024 and Anti-Wind Protests And so the collective angst caused by powerful outsiders, industry, and the state united Sardinians into a singular cause. Faced with what felt like another attempted conquest, they did what their families and community had taught them to do: They resisted. Says Mereu: “This is what we are rebelling against: the idea that Sardinians are few and therefore must put up with everything.” In a nod to the 1969 resistance in Orgosolo, they dubbed the movement “Pratobello 2024.” Activist groups, called “committees,” organized protests, and created social media campaigns and videos. Thousands of people started showing up at planned demonstrations. A lawyer went on a hunger strike. Vandals unscrewed bolts on wind turbine blades and set fire to grid and construction equipment. Italy’s transmission system operator, Terna, had to switch to company cars without logos to avoid being targeted. Students studying the electricity system in a master’s program sponsored by Terna were verbally attacked at an airport, according to a professor at their school who spoke with me about the violence. Celebrities got involved. Italian actress and Bond Girl Caterina Murino met with Sardinia’s president to ask her to reject wind farms. Murino posted on Instagram: “Nobody touch Sardinia!!!!” On Italian national TV, the jazz legend Paolo Fresu performed on trumpet while popular TV host Geppi Cucciari read an impassioned lament about the exploitation of the island. Sardinian author Erre Push penned a graphic novel titled Fàula Birdi about a protagonist who resisted an imposition from outsiders. He wrote it upon the request of the activist group ReCommon, whose mission is to “challenge corporate and state power responsible for the plunder of territories.” Push hopes the book will inspire more people to follow the protagonist’s lead. “Renewables are another imposition like in the past—not to help Sardinians but to help external people like industry managers or founders of companies,” he told me through an interpreter. Concerned about the influx of solar and wind farms being built in Sardinia by outsiders, Roberto Pusceddu, under his pen name Erre Push, published a graphic novel that aimed to inspire young people to resist such impositions. Luigi Avantaggiato Mereu and a network of mayors drafted the petition that gathered so many signatures. The people had spoken. In response, Sardinian politicians passed a law that imposed an 18-month ban on construction of wind and solar projects within 7 km of a nuraghe or other archeological site. It wasn’t a total ban, but it might as well have been. “If you put a circle with a 7-km radius around each archeological site, you cover all of Sardinia,” says Emilio Ghiani, a power systems expert at the University of Cagliari. “In this way, it is impossible to find a place to install a new plant.” The move was like giving the Italian government—and the EU’s clean energy targets—the middle finger. And it sent renewable-energy developers scrambling. One company building an agriphotovoltaic plant raced to bring construction to 30 percent completion, which the new law said was the threshold for being allowed to proceed. The company asked not to be named in this story to avoid trouble. Furious, the government in Rome challenged the Sardinian regional law in Italy’s Constitutional Court, and in January this year it prevailed. In its decision, the court rejected the law, saying that renewable-energy projects should be evaluated case by case. Project development quickly resumed. So did the backlash. A headline in L’Unione Sarda declared: “Enough With Top-Down Decisions Without Consulting Communities.” Sardinia’s Renewable Energy Conflict Where the island goes from here is unclear. There’s a willingness among a portion of the population to move forward with an energy transition. For example, some of Sardinia’s largest cheese makers are powering their operations with renewable energy and installing systems to utilize waste heat for efficiency. But for the most part, the public isn’t budging in its resistance. Researchers are trying to dispel inaccurate information, but regional newspapers seem bent on perpetuating fear. Plus, there are technical issues to work out before a full-scale energy transition can be made. Sardinia’s transmission system was built around the centralized generation of two coal plants; it wasn’t made for the distributed generation of wind and solar plants. Renewables require a more dynamic grid, more energy storage, and a wider range of power sources to compensate for their intermittency. Engineers are working on it, but they’ve got a ways to go. The new Tyrrhenian Link undersea power cable will help with that. By connecting Sardinia, Sicily, and the mainland, the cable creates more flexibility in the system. When wind or solar generation slows in Sardinia, for example, electricity from the mainland can fill in the gap, and vice versa. “It will increase the reliability of the system, and after it’s installed, it will be possible to switch off the old generation plants that use coal,” says Ghiani. In January, Terna finished laying the western section of the cable between Sardinia and Sicily, and in April it completed the eastern section between Sicily and Campania on the mainland. Doing so set a world record for power cable depth, at 2,150 meters below sea level, according to Terna. Italy originally ordered Sardinia’s two coal plants to shut down by 2025 but later extended the deadline to 2038. The link is one of the most innovative high-voltage direct current (HVDC) projects in Europe. It can move up to a gigawatt of power and reverse that power flow nearly instantaneously. By using voltage source converter (VSC) technology, it can also help prevent power-flow problems by regulating frequency and smoothing out oscillations in the grid in real time. And it has black-start capability: In the event of a shutdown, it can help restore the grid without relying on an external electric network. These features are particularly helpful for an isolated network like Sardinia’s. Italy has created new incentives and regulations to build a market for grid-scale energy storage. Having plenty of storage is a key to scaling up renewables because it provides backup power when the wind isn’t blowing or the sun isn’t shining. To this end, Italy created MACSE, an auction that gives storage developers revenue certainty. Its name translates to mechanism for the procurement of electricity storage capacity. The first auction round, in September, successfully awarded 10 GWh. Energy experts in Sardinia are also working with policymakers to change the rules around grid-connection requests. But these kinds of nerdy details don’t grace most household conversations. Industrial Sites Host Energy Storage Something more accessible that the public can get behind is building renewables on Sardinia’s abandoned industrial sites. “To be honest, not everything is so beautiful here. We have a lot of industrial areas where you can place PV panels. We have a lot of rooftops,” electrical engineer Pilo says. “We have unused coal mines.” I visit one such project that’s proceeding with local support—or at least without much opposition. It’s a coal mine near Gonnesa that shut down in 2018 and is now being turned into a data center and a pumped-hydro energy storage system. The plan is to move water through the mine’s vertical geometry via an enclosed membrane—like a soft pipe—and use the flow to turn a turbine that generates electricity. The water then gets pumped back to the surface and stored in pear-shaped vessels above ground. The scheme will help power the data center, which will be built both above and below ground, including in the mine’s largest chambers nearly 500 meters below the Earth’s surface. Energy Vault will remove old mining equipment from the Carbosulcis coal mine near Gonnesa to make way for an underground data center [above]. It will be powered by a pumped-hydro energy storage system that flows through the mine’s vertical geometry and stores water in above-ground tanks [top].Luigi Avantaggiato Energy storage developer Energy Vault is building it, and despite being based in Lugano, Switzerland—that is, not Sardinia—the company seems to have avoided protest. It helps that the mine is owned by Carbosulcis, a Sardinian regional-government-owned company, which is calling the shots on the project. Plus, doing nothing with the mine costs money. The mine closed eight years ago because it wasn’t profitable, but Carbosulcis must continue maintaining it because of its high methane emissions, which require monitoring and ventilation to prevent explosions and leaks. Carbosulcis managers figured that if they’re going to continue putting money and personnel into the mine, they might as well do something useful with it, Luca Manzella, vice president for Europe, Middle East, and Africa at Energy Vault, says as he and I tour the mine. An innovative project in Sardinia’s interior—Energy Dome’s grid-scale carbon dioxide battery—seems to be avoiding protest as well. Built in a gated industrial complex near Ottana, this energy-storage facility looks like a giant bubble—the kind that fits over a stadium or tennis complex. It’s filled with carbon dioxide that is compressed to store 200 MWh of electricity for the grid. Although the bubble is visible from several of the surrounding hillside villages, and although the developer is headquartered on the mainland, there’s little sign of public pushback. Energy Dome began operating its 20-megawatt, long-duration energy-storage facility in July 2025 in Ottana, Sardinia. In partnership with Google, the company this year aims to build replicas of the system on multiple continents.Luigi Avantaggiato Another path forward is through “energy communities.” In this grassroots approach, consumers work together to build their own solar plant or other power generation. Dozens of these communities are already active on the island, according to the Sardinian Electricity Association, a group that provides guidance to consumers. But by far the greatest need is for energy developers and authorities to understand the people and the history of the land on which they want to build. “When Europe or the national government make a law, they have to also consider the background of Sardinian people and why they are so afraid,” says Simone Micheletti, CEO at Futura Group, a renewable-energy developer based in Serramanna, Sardinia. “You cannot apply the same law to Sweden and Sicily. Sometimes you need to understand [the situation] locally,” he says. Decision makers everywhere would be wise to listen. Otherwise, they may suffer the same fate as their counterparts in Sardinia: despised by locals, delayed by politics, and surprised at how badly it all went. Special thanks to Luigi Avantaggiato for interpreting and additional reporting. This story was updated on 13 May, 2026 to correct the percentage of electricity that Sardinia exports.
This article is brought to you by DAIMON Robotics. This April, Hong Kong-based DAIMON Robotics has released Daimon-Infinity, which it describes as the largest omni-modal robotic dataset for physical AI, featuring high resolution tactile sensing and spanning a wide range of tasks from folding laundry at home to manufacturing on factory assembly lines. The project is supported by collaborative efforts of partners across China and the globe, including Google DeepMind, Northwestern University, and the National University of Singapore. The move signals a key strategic initiative for DAIMON, a two-and-a-half-year-old company known for its advanced tactile sensor hardware, most notably a monochromatic, vision-based tactile sensor that packs over 110,000 effective sensing units into a fingertip-sized module. Drawing on its high-resolution tactile sensing technology and a distributed out-of-lab collection network capable of generating millions of hours of data annually, DAIMON is building large-scale robot manipulation datasets that include vast amounts of tactile sensing data. To accelerate the real-world deployment of embodied AI, the company has also open-sourced 10,000 hours of its data. Prof. Michael Yu Wang, co-founder and chief scientist at DAIMON Robotics, has pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision.DAIMON Robotics Behind the strategy is Prof. Michael Yu Wang, DAIMON’s co-founder and chief scientist. Prof. Wang earned his PhD at Carnegie Mellon — studying manipulation under Matt Mason — and went on to found the Robotics Institute at the Hong Kong University of Science and Technology. An IEEE Fellow and former Editor-in-Chief of IEEE Transactions on Automation Science and Engineering, he has spent roughly four decades in the field. His objective is to address the missing “insensitivity” of robot manipulation, which practically relies on the dominant Vision-Language-Action (VLA) model. He and his team have pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision. We spoke with Prof. Wang about how tactile feedback aims to change dexterous manipulation, how the dataset initiative is foreseen to improve our understanding of robotic hands in natural environments, and where — from hotels to convenience stores in China — he sees touch-enabled robots making their first real-world inroads. Daimon-Infinity is the world’s largest omni-modal dataset for Physical AI, featuring million-hour scale multimodal data, ultra-high-res tactile feedback, data from 80+ real scenarios and 2,000+ human skills, and more.DAIMON Robotics The Dataset Initiative This month, DAIMON Robotics released the largest and most comprehensive robotic manipulation dataset with multiple leading academic institutions and enterprises. Why releasing the dataset now, rather than continuing to focus on product development? What impact will this have on the embodied intelligence industry? DAIMON Robotics has been around for almost two and a half years. We have been committed to developing high-resolution, multimodal tactile sensing devices to perceive the interaction between a robot’s hand (particularly its fingertips) and objects. Our devices have become quite robust. They are now accepted and used by a large segment of users, including academic and research institutes as well as leading humanoid robotics companies. As embodied AI continues to advance, the critical role of data has been clearer. Data scarcity remains a primary bottleneck in robot learning, particularly the lack of physical interaction data, which is essential for robots to operate effectively in the real world. Consequently, data quality, reliability, and cost have become major concerns in both research and commercial development. This is exactly where DAIMON excels. Our vision-based tactile technology captures high-quality, multimodal tactile data. Beyond basic contact forces, it records deformation, slip and friction, material properties and surface textures — enabling a comprehensive reconstruction of physical interactions. Building on our expertise in multimodal fusion, we have developed a robust data processing pipeline that seamlessly integrates tactile feedback with vision, motion trajectories, and natural language, transforming raw inputs into training-ready dataset for machine learning models. Recognizing the industry-wide data gap, we view large-scale data collection not only as our unique competitive advantage, but as a responsibility to the broader community. By building and open-sourcing the dataset, we aim to provide the high-quality “fuel” needed to power embodied AI, ultimately accelerating the real-world deployment of general-purpose robotic foundation models. The robotics industry is highly competitive, and many teams have chosen to focus on data. DAIMON is releasing a large and highly comprehensive cross-embodiment, vision-based tactile multimodal robotic manipulation dataset. How were you able to achieve this? We have a dedicated in-house team focused on expanding our capabilities, including building hardware devices and developing our own large-scale model. Although we are a relatively small company, our core tactile sensing technology and innovative data collection paradigm enable us to build large-scale dataset. Our approach is to broaden our offering. We have built the world’s largest distributed out-of-lab data collection network. Rather than relying on centralized data factories, this lightweight and scalable system allows data to be gathered across diverse real-world environments, enabling us to generate millions of hours of data per year. “To drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community.” —Prof. Michael Yu Wang, DAIMON Robotics This dataset is being jointly developed with several institutions worldwide. What roles did they play in its development, and how will the dataset benefit their research and products? Besides China based teams, our partners include leading research groups from universities, such as Northwestern University and the National University of Singapore, as well as top global enterprises like Google DeepMind and China Mobile. Their decision to partner with DAIMON is a strong testament to the value of our tactile-rich dataset. Among the companies involved there are some that have already built their own models but are now incorporating tactile information. By deploying our data collection devices across research, manufacturing and other real-world scenarios, they help us to gather highly practical, application-driven data. In turn, our partners leverage the data to train models tailored to their specific use cases. Furthermore, to drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community. Equipped with Daimon’s visuotactile sensor, the gripper delicately senses contact and precisely controls force to pick up a fragile eggshell.Daimon Robotics From VLA to VTLA: Why Tactile Sensing Changes the Equation The mainstream paradigm in robotics is currently the Vision-Language-Action (VLA) model, but your team has proposed a Vision-Tactile-Language-Action (VTLA) model. Why is it necessary to incorporate tactile sensing? What does it enable robots to achieve, and which tasks are likely to fail without tactile feedback? Over these years of working to make generalist robots capable of performing manipulation tasks, especially dexterous manipulation — not just power grasping or holding an object, but manipulating objects and using tools to impart forces and motion onto parts — we see these robots being used in household as well as industrial assembly settings. It is well established that tactile information is essential for providing feedback about contact states so that robots can guide their hands and fingers to perform reliable manipulation. Without tactile sensing, robots are severely limited. They struggle to locate objects in dark environments, and without slip detection, they can easily drop fragile items like glass. Furthermore, the inability to precisely control force often leads to failed manipulation tasks or, in severe cases, physical damage. Naturally, the VLA approach needs to be enhanced to incorporate tactile information. We expanded the VLA framework to incorporate tactile data, creating the VTLA model. An additional benefit of our tactile sensor is that it is vision-based: We capture visual images of the deformation on the fingertip surface. We capture multiple images in a time sequence that encodes contact information, from which we can infer forces and other contact states. This aligns well with the visual framework that VLA is based upon. Having tactile information in a visual image format makes it naturally suitable for integration into the VLA framework, transforming it into a VTLA system. That is the key advantage: Vision-based tactile sensors provide very high resolution at the pixel level, and this data can be incorporated into the framework, whether it is an end-to-end model or another type of architecture. DAIMON has been known for its vision-based tactile sensors that can pack over 110,000 effective sensing units.DAIMON Robotics The Technology: Monochromatic Vision-based Tactile Sensing You and your team have spent many years deeply engaged in vision-based tactile sensing and have developed the world’s first monochromatic vision-based tactile sensing technology. Why did you choose this technical path? Once we started investigating tactile sensors, we understood our needs. We wanted sensors that closely mimic what we have under our fingertip skin. Physiological studies have well documented the capabilities humans have at their fingertips — knowing what we touch, what kind of material it is, how forces are distributed, and whether it is moving into the right position as our brain controls our hands. We knew that replicating these capabilities on a robot hand’s fingertips would help considerably. When we surveyed existing technologies, we found many types, including vision-based tactile sensors with tri-color optics and other simpler designs. We decided to integrate the best of these into an engineering-robust solution that works well without being overly complicated, keeping cost, reliability, and sensitivity within a satisfactory range, thus ultimately developing a monochromatic vision-based tactile sensing technique. This is fundamentally an engineering approach rather than a purely scientific one, since a great deal of foundational research already existed. With the growing realization of the necessity of tactile data, all of this will advance hand in hand. DAIMON vision-based tactile sensor captures high-quality, multimodal tactile data.DAIMON Robotics Last year, DAIMON launched a multi-dimensional, high-resolution, high-frequency vision-based tactile sensor. Compared with traditional tactile sensors, where does its core advantage lie? Which industries could it potentially transform? The key features of our sensors are the density of distributed force measurement and the deformation we can capture over the area of a fingertip. I believe we have the highest density in terms of sensing units. That is one very important metric. The other is dynamics: the frequency and bandwidth — how quickly we can detect force changes, transmit signals, and process them in real time. Other important aspects are largely engineering-related, such as reliability, drift, durability of the soft surface, and resistance to interference from magnetic, optical, or environmental factors. A growing number of researchers and companies are recognizing the importance of tactile sensing and adopting our technology. I believe the advances in tactile sensing will elevate the entire community and industry to a higher level. One of our potential customers is deploying humanoid robots in a small convenience store, with densely packed shelves where shelf space is at a premium. The robot needs to reach into very tight spaces — tighter than books on a shelf — to pick out an object. Current two-jaw parallel grippers cannot fit into most of these spaces. Observing how humans pick up objects, you clearly need at least three slim fingers to touch and roll the object toward you and secure it. Thus, we are starting to see very specific needs where tactile sensing capabilities are essential. From Academia to Startup After 40 years in academia — founding the HKUST Robotics Institute, earning prestigious honors including IEEE Fellow, and serving as Editor-in-Chief of IEEE TASE — what motivated you to found DAIMON Robotics? I have come a long way. I started learning robotics during my PhD at Carnegie Mellon, where there were truly remarkable groups working on locomotion under Marc Raibert, who founded Boston Dynamics, and on manipulation under my advisor, Matt Mason, a leader in the field. We have been working on dexterous manipulation, not only at Carnegie Mellon, but globally for many years. However, progress has been limited for a long time, especially in building dexterous hands and making them work. Only recently have locomotion robots truly taken off, and only in the last few years have we begun to see major advancements in robot hands. There is clearly room for advancing manipulation capabilities, which would enable robots to do work like humans. While at Hong Kong University of Science and Technology, I saw increasingly greater people entering this area in the form of students and postdoctoral researchers. We wanted to jumpstart our effort by leveraging the available capital and talent resources. Fortunately, one of my postdocs, Dr. Duan Jianghua, has a strong sense for commercial opportunities. Recognizing the rapid growth of robotics market and the unique value that our vision-based tactile sensing technology could bring, together we started DAIMON Robotics, and it has progressed well. The community has grown tremendously in China, Japan, Korea, the U.S., and Europe. Robots equipped with DAIMON technology have been deployed in factory settings. The company aims to enable robots to achieve “embodied intelligence” and close the gap between what they can see and what they can feel.DAIMON Robotics Business Model and Commercial Strategy What is DAIMON’s current business model and strategic focus? What role does the dataset release play in your commercial strategy? We started as a device company focused on making highly capable tactile sensors, especially for robot hands. But as technology and business developed, everyone realized it is not just about one component, rather the entire technology chain: devices, data of adequate quality and quantity, and finally the right framework to build, train, and deploy models on robots in real application environments. Our business strategy is best described as “3D”: Devices, Data, and Deployment. We build devices for data collection, our own ecosystem, and for deploying them in our partners’ potential application domains. This enables the collection of real-world tactile-rich data and complete closed-loop validation. This will become an integral part of the 3D business model. Most startups in this space are following a similar path until eventually some may become more specialized or more tightly integrated with other companies. For now, it is mostly vertical integration. Embodied Skills and the Convergence Moment You’ve introduced the concept of “embodied skills” as essential for humanoid robots to move beyond having just an advanced AI “brain.” What prompted this insight? What new capabilities could embodied skills enable? After the rapid evolution of models and hardware over the past two years, has your definition or roadmap for embodied skills evolved? We have come a long way now see a convergence point where electrical, electronic, and mechatronic hardware technologies have advanced tremendously in last two decades. Robots are now fully electric, do not require hydraulics, because hardware has evolved rapidly. Modern electronics provide tremendous bandwidth with high torques. If we can build intelligence into these systems, we can create truly humanoid robots with the ability to operate in unstructured environments, make decisions, and take actions autonomously. “Our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans.” —Prof. Michael Yu Wang, DAIMON Robotics AI has arrived at exactly the right time. Enormous resources have been invested in AI development, especially large language models, which are now being generalized into world models that enable physical AI capabilities. We would like to see these manifested in real-world systems. While both AI and core hardware technologies continue to evolve, the focus is much clearer now. For example, human-sized robots are preferred in a home environment. This is an exciting domain with a promise of great societal benefit if we can eventually achieve safe, reliable, and cost-effective robots. The Road to Real-World Deployment Today, many robots can deliver impressive demos, yet there remains a gap before they truly enter real-world applications. What could be a potential trigger for real-world deployment? Which scenarios are most likely to achieve large-scale deployment first? I think the road toward large-scale deployment of generalist robots is still long, but we are starting to see signs of feasibility within specific domains. It is very similar to autonomous vehicles, where we are yet to see full deployment of robo-taxis, while we have already started to find mobile robots and smaller vehicles widely deployed in the hospitality industry. Virtually every major hotel in China now has a delivery robot — no arms, just a vehicle that picks up items from the hotel lobby (e.g., food deliveries). The delivery person just loads the food and selects the room number. It is up to the robot thereafter to navigate and reach the guest’s room, which includes using the elevator, to deliver the food. This is already nearly 100 percent deployed in major Chinese hotels. Hotel and restaurant robots are viewed as a model for deploying humanoid robots in specific domains like overnight drugstores and convenience stores. I expect complete deployment in such settings within a short timeframe, followed by other applications. Overall, we can expect autonomous robots, including humanoids, to progressively penetrate specific sectors, delivering value in each and expanding into others. Ultimately, our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans. By seamlessly integrating into our homes and daily lives, they will genuinely benefit and serve humanity. This interview has been edited for length and clarity.