How AI is modernizing EPCs

In this episode of Catalyst, host Shayle Kann speaks with George Hirschman, CEO of SolveEnergy, one of the largest engineering, procurement, and construction (EPC) firms in the U.S. focused on solar and storage projects. Hirschman provides a detailed look at the evolving solar and storage market, emphasizing its non-cyclical nature due to sustained demand driven by load growth and decarbonization needs. He discusses how SolveEnergy has stabilized its business through a lifecycle approach combining EPC with long-term operations and maintenance (O&M), creating a recurring revenue base that buffers against market fluctuations. The conversation turns to labor constraints, where Hirschman argues that while skilled labor is needed, much of the work is mechanical and trainable, reducing the bottleneck. He highlights the growing role of AI and robotics not just in physical automation but in optimizing logistics, site layout, crew movement, and supply chain planning through simulation and data-driven decision-making. The biggest growth constraint, Hirschman notes, is logistics—managing the massive scale of equipment delivery, crew transportation, and site coordination. He emphasizes strategic procurement, early ordering, and centralized planning as key to avoiding delays. The episode underscores how AI is transforming EPC from a construction model to a manufacturing-like, data-optimized system. Key takeaways include: 1) Solar and storage markets are growing steadily, not cyclically, driven by real load growth; 2) EPC firms can achieve operational leverage by scaling project size without linearly increasing management teams; 3) AI is being used to simulate and optimize site logistics, crew movement, and supply chain timing; 4) The primary growth bottleneck is logistics, not labor or capital; 5) Strategic procurement and early ordering are critical to avoid supply chain disruptions; 6) Internal data platforms like Sunscreen and Vitals enable AI-driven optimization; 7) Robotics and automation are not replacing humans but enhancing speed and efficiency; 8) The future of EPC lies in treating large-scale solar projects like high-efficiency manufacturing systems. The overall tone is optimistic and forward-looking, with a strong emphasis on innovation and operational excellence.