When you get too much renewables solar/wind you can get blackouts like spain did. Fast grids fail fast. It's also important to have grid inertia to resist changes in frequency (which you get from due to the kinetic energy stored in spinning generators)
I think the results here are much less important and surprising than what some people seem to be thinking. To summarize the core of the paper, we took stable diffusion (which is a 3-part system of an encoder, u-net, decoder), and replaced the encoder to use WiFi data instead of images. This gives you two advantages: you get text-based guidance for free, and the encoder model can be smaller. The smaller model combined with the semantic compression from the autoencoder gives you better (SOTA resolution) results, much faster.
I noticed a lot of discussion about how the model can possibly be so accurate. It wouldn't be wrong to consider the model overfit, in the sense that the visual details of the scene are moved from the training data to the model weights. These kinds of models are meant to be trained & deployed in a single environment. What's interesting about this work is that learning the environment well has become really fast because the output dimension is smaller than image space. In fact, it's so fast that you can basically do it in real time... you turn on a data collection node and can train a model from scratch online, in a new environment that gets decent results with at least a little bit of interesting generalization in ~10min. I'm presenting a demonstration of this at Mobicom 2025 next month in Hong Kong.
What people call "WiFi sensing" is now mostly CSI (channel state information) sensing. When you transmit a packet on many subcarriers (frequencies), the CSI represents how the data on each frequency changed during transmission. So, CSI is inherently quite sensitive to environmental changes.
I want to point out something that most everybody working in the CSI sensing/general ISAC space seems to know: generalization is hard and most definitely unsolved for any reasonably high-dimensional sensing problem (like image generation and to some extent pose estimation). I see a lot of fearmongering online about wifi sensing killing privacy for good, but in my opinion we're still quite far off.
I've made the project's code and some formatted data public since this paper is starting to pick up some attention: https://github.com/nishio-laboratory/latentcsi
What is available on the low level? Are researchers using SDR, or there are common wifi chips that properly report CSI? Do most people feed in CSI of literally every packet, or is it sampled?
The biggest difference here though is that most of these moves seem to to involve direct investment and the movement of equity, not debt. I think this is an important distinction, because if things take a downturn debt is highly explosive (see GE during the GFC) whereas equity is not.
Not to say anyone wants to take a huge markdown on their equity, and there are real costs associated with designing, building, and powering GPUs which needs to be paid for, but Nvidia is also generating real revenue which likely covers that, I don't think they're funding much through debt? Tech tends to be very high margin so there's a lot of room to play if you're willing to just reduce your revenue (as opposed to taking on debt) in the short term.
Of course this means asset prices in the industry are going to get really tightly coupled, so if one starts to deflate it's likely that the market is going to wipe out a lot of value quickly and while there isn't an obvious debt bomb that will explode, I'm sure there's a landmine lying around somewhere...
Also the point of this plant is to exploit the counter-correlation of cheap electricity and cold. Usually there is a bigger correlation between cheap electricity and heat.
Given this, I'm not sure what business purpose there is to ship an MCP API like this, aside from goodwill and exposure.