Aug
28
2026
Craig Resnick — Acquisition or Partnership

GE Vernova and LS ELECTRIC Establish VSC-HVDC Joint Venture

GE Vernova and LS ELECTRIC are forming a Joint venture, Grid X Technology, to combine VSC-HVDC technology, manufacturing, and project execution capabilities for Korea’s transmission market.
Aug
27
2026
Jim Frazer — Industry Trends

NVIDIA’s $96 Billion Quarter Is Also a Supply Chain Story

NVIDIA’s record quarter highlights more than surging AI demand. Its $279 billion in future supply and capacity commitments shows how AI is becoming a physical infrastructure and supply chain story, with implications for memory availability, margins, logistics automation, physical AI, and agentic systems.