NEMA SmartBrief
Plus: US-China near trade agreement with Trump, Xi set to meet
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October 27, 2025
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NEMA SmartBrief
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Top Story
 
Are AI data centers stunting US manufacturing growth?
America's economic growth is increasingly driven by massive AI infrastructure investment, with tech giants pouring trillions into data centers and software while traditional manufacturing continues to contract. While spending on data centers is up 18% this year, creating jobs in construction and trades, it is also straining power supplies and diverting capital from factory construction, which is down 2.5%, highlighting the tension between the White House's AI ambitions and promise to revive US manufacturing.
Full Story: Bloomberg (10/24)
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Unprepared for AI: The Retail Transformation
AI is transforming retail, but most retailers are unprepared. Join EPAM, Stripe, and commercetools on November 12 at 12 PM EST to learn how AI is redefining the shopper journey and why composability is key to responsible adoption. Register now to build an AI-ready commerce foundation.
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Grid Resilience
 
Entergy Mississippi plans $1.2B advanced power station
Entergy Mississippi is committing $1.2 billion to upgrade its energy infrastructure, focusing on the construction of the Vicksburg Advanced Power Station. The investment aims to replace older natural gas plants with state-of-the-art, efficient facilities, supporting both the reliability of the grid and economic development in the region. The initiative is also expected to minimize customer rate impacts and create jobs.
Full Story: Daily Energy Insider (10/23)
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FirstEnergy forecasts 45% peak load growth by 2035
FirstEnergy projects a 45% increase in system peak load by 2035, rising from 33.5 GW to 48.5 GW, primarily driven by the rapid expansion of data centers. The company currently has 3.8 GW of contracted data center load and 11.7 GW in potential agreements, reflecting substantial growth -- up 30% and 92%, respectively, since February. FirstEnergy anticipates that this data center demand will significantly increase industrial electric loads in the coming years.
Full Story: Utility Dive (10/24)
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RMI: Interconnection upgrades key for PJM
PJM Interconnection is facing a generating capacity crisis as data centers continue to drive up power demand. One of its biggest problems is a lengthy and costly interconnection process that can take over eight years, asserts the team from RMI. RMI recommends several changes to mitigate the issue, including using third-party software to automate and accelerate interconnection studies.
Full Story: RMI (10/24)
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American Transmission plans Ohio substation, transmission
American Transmission Systems, a FirstEnergy unit, is building a substation and a 9-mile, 345-kV transmission line in Ohio's Fulton County to reduce outages and enhance reliability. The project is part of the $28 billion Energize365 grid modernization program and is expected to be completed by December 2026, serving areas including Delta Village and several townships.
Full Story: Daily Energy Insider (10/24)
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The Future of Retail: What's Coming in 2026
AI personalization and seamless customer experiences defined 2025, but the retail landscape is about to shift again. Join us on November 5th for a fast-paced webinar where industry experts reveal the top trends and technologies shaping 2026. Discover how to stay ahead, boost productivity, and deliver next-level shopping experiences. Register now!
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Policy Watch
 
US-China near trade agreement with Trump, Xi set to meet
The US and China have reached a preliminary consensus on a number of topics, potentially setting the stage for President Donald Trump and Chinese President Xi Jinping to finalize a deal. The US' earlier threat to impose a 100% tariff on imports from China "is effectively off the table," according to Treasury Secretary Scott Bessent. Separately, the US has also announced trade deals with Cambodia and Malaysia.
Full Story: NBC News (10/26), Bloomberg (10/26), Politico (10/26)
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Hawaiian Electric floats backup power rebate for wildfire areas
Hawaiian Electric has proposed a Backup Power Rebate Program for customers in areas at risk of wildfires, offering rebates of up to $500 for generators and $1,000 for batteries to eligible residential customers, and $400 per kilowatt to commercial customers. The two-year pilot program aims to help low-to-moderate-income households and those with special medical needs maintain essential power during outages caused by preemptive shutdowns.
Full Story: Daily Energy Insider (10/24)
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Standards & Technology
 
Replicating human hands holds back robot development
Humanoid robots are on the verge of widespread deployment in factories, but a major obstacle remains: replicating the unique functionality of human hands. This "hands problem" involves replacing muscles and skin with motors and sensors, a task that has perplexed researchers for years. Successfully addressing this issue could unlock a global market for humanoid robots that Morgan Stanley estimates could reach $5 trillion by 2050.
Full Story: The Wall Street Journal (10/25)
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L.A. uses streetlights for free community Wi-Fi
Los Angeles has introduced a free community Wi-Fi network in the Crenshaw Corridor, powered by streetlight infrastructure and fiber connections. The Crenshaw Community Connectivity Pilot, a collaboration between the city, Cisco, Destination Crenshaw, the California Community Foundation and Digital Equity LA, is targeting the digital divide and lays the groundwork for future smart city initiatives.
Full Story: Cities Today (10/23)
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Cybersecurity
 
Key metrics for measuring cybersecurity effectiveness
Effective metrics are crucial for translating technical risks into business language, according to cybersecurity expert Maman Ibrahim. Ibrahim has helped companies in various industries make cyber resilience measurable and relevant to strategic priorities. Companies must ensure metrics reflect operational effectiveness and align with corporate values as new technologies and regulations emerge, he says.
Full Story: Digital Journal (10/23)
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Business & Market Trends
 
AI spending lifts US economy, but not all businesses benefit
AI-driven capital expenditures have become a major force behind recent US economic growth, contributing 1.1% to GDP in the first half of 2025 and helping push overall GDP up at a 3.8% annual rate in the second quarter. Major tech companies tied to AI have seen soaring stock valuations, driving significant gains in the S&P 500 and Nasdaq. However, this AI-fueled expansion is primarily concentrated in a handful of mega-cap firms, creating a disconnect between headline economic indicators and the struggles of other sectors.
Full Story: CNBC (10/25)
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Redwood Materials raises $350M to scale energy storage
Redwood Materials has secured $350 million in an oversubscribed Series E funding round featuring Eclipse Ventures, Nvidia's venture capital arm and other supporters. It plans to use the new capital to accelerate the rollout of energy storage systems, including a recently launched business unit, Redwood Energy, which repurposes used EV battery packs for large-scale storage.