James Holmes speaking at the PRMA Convention in Puerto Rico
Speaking & Media

The case for American industrial power — on stage and on the record.

James speaks to investors, operators, policymakers, and the press on energy, manufacturing, and the infrastructure of the AI era.

Speaking topics

Five themes shaping the next industrial decade.

01

Rebuilding American solar manufacturing

Why the U.S. lost the solar supply chain, what it costs the country, and how next-generation, AI-driven production lines can bring it home competitively.

02

Energy security

Energy independence as national strategy — the link between domestic manufacturing, grid resilience, and geopolitical strength.

03

Puerto Rico as an industrial platform

The case for Puerto Rico as a launchpad for advanced manufacturing and energy infrastructure, and the high-skill jobs that come with it.

04

AI infrastructure & distributed compute

Why energy and compute are the two raw inputs of the AI economy, and what it takes to build the largest, most efficient distributed compute network in the world.

05

Leadership through industrial scale-up

Lessons from deploying billions of dollars and gigawatts across four continents — building and leading global teams through complex, capital-intensive growth.

Formats

Flexible across the formats that move audiences.

KeynotesFireside chatsPanelsPodcastsPrint & broadcast interviewsInvestor & policy briefings
On X

Building in public.

Unfiltered thinking on American energy, precision manufacturing, and the infrastructure of the AI era — in real time.

Follow @jamesholmesai on X
On LinkedIn

Executive insights.

Deeper thinking and perspective on the industrial build-out — energy, manufacturing, and the AI era.

I've bought a lot of Chinese modules - and they're still leading the global quality standard. For most of the last fifteen years, buying anything else would have been malpractice against my own P&L. I'm not going to pretend otherwise now that I'm on the other side of the transaction. But the cost gap isn't what most people assume…

James Holmes · Sep 2026

A few years ago, betting on solar manufacturing in Puerto Rico wasn't the obvious move. Today it's a 1 GW facility running in Aguadilla, making American-made panels — and I couldn't be prouder of the team that got us here. Today we're sharing our new home online. To our crew at Solx in Aguadilla, #TeamSolx — none of this exists without you. And we're growing. Come build with us…

James Holmes · Jul 2026

I think about AI differently now. Wrapped up my first week of MIT xPRO's AI for Leadership and spent the weekend building instead of reading: a new website with Claude Code, an industrial knowledge engine in Obsidian, AI agents, and an X account to think in public. This weekend AI stopped feeling like a productivity tool — it started feeling like a faster, smarter twin…

James Holmes · Jun 2026

I'm in NYC this week, proud to see Puerto Rico take center stage again. For us at SOLX the through line is obvious — the island had a remarkable year, drawing real investment in advanced manufacturing and technology. I feel this momentum every day. What's next for us will be on that global stage…

James Holmes · Jun 2026
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