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2025 has already brought us the most performant AI ever: What can we do with these supercharged capabilities (and what’s next)?

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More The latest AI large language model (LLM) releases, such as Claude 3.7 from Anthropic and Grok 3 from xAI, are often performing at PhD levels — at least according to certain benchmarks. This accomplishment marks the […]

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The latest AI large language model (LLM) releases, such as Claude 3.7 from Anthropic and Grok 3 from xAI, are often performing at PhD levels — at least according to certain benchmarks. This accomplishment marks the next step toward what former Google CEO Eric Schmidt envisions: A world where everyone has access to “a great polymath,” an AI capable of drawing on vast bodies of knowledge to solve complex problems across disciplines.

Wharton Business School Professor Ethan Mollick noted on his One Useful Thing blog that these latest models were trained using significantly more computing power than GPT-4 at its launch two years ago, with Grok 3 trained on up to 10 times as much compute. He added that this would make Grok 3 the first “gen 3” AI model, emphasizing that “this new generation of AIs is smarter, and the jump in capabilities is striking.”

For example, Claude 3.7 shows emergent capabilities, such as anticipating user needs and the ability to consider novel angles in problem-solving. According to Anthropic, it is the first hybrid reasoning model, combining a traditional LLM for fast responses with advanced reasoning capabilities for solving complex problems.

Mollick attributed these advances to two converging trends: The rapid expansion of compute power for training LLMs, and AI’s increasing ability to tackle complex problem-solving (often described as reasoning or thinking). He concluded that these two trends are “supercharging AI abilities.”

What can we do with this supercharged AI?

In a significant step, OpenAI launched its “deep research” AI agent at the beginning of February. In his review on Platformer, Casey Newton commented that deep research appeared “impressively competent.” Newton noted that deep research and similar tools could significantly accelerate research, analysis and other forms of knowledge work, though their reliability in complex domains is still an open question.

Based on a variant of the still unreleased o3 reasoning model, deep research can engage in extended reasoning over long durations. It does this using chain-of-thought (COT) reasoning, breaking down complex tasks into multiple logical steps, just as a human researcher might refine their approach. It can also search the web, enabling it to access more up-to-date information than what is in the model’s training data.

Timothy Lee wrote in Understanding AI about several tests experts did of deep research, noting that “its performance demonstrates the impressive capabilities of the underlying o3 model.” One test asked for directions on how to build a hydrogen electrolysis plant. Commenting on the quality of the output, a mechanical engineer “estimated that it would take an experienced professional a week to create something as good as the 4,000-word report OpenAI generated in four minutes.”  

But wait, there’s more…

Google DeepMind also recently released “AI co-scientist,” a multi-agent AI system built on its Gemini 2.0 LLM. It is designed to help scientists create novel hypotheses and research plans. Already, Imperial College London has proved the value of this tool. According to Professor José R. Penadés, his team spent years unraveling why certain superbugs resist antibiotics. AI replicated their findings in just 48 hours. While the AI dramatically accelerated hypothesis generation, human scientists were still needed to confirm the findings. Nevertheless, Penadés said the new AI application “has the potential to supercharge science.”

What would it mean to supercharge science?

Last October, Anthropic CEO Dario Amodei wrote in his “Machines of Loving Grace” blog that he expected “powerful AI” — his term for what most call artificial general intelligence (AGI) — would lead to “the next 50 to 100 years of biological [research] progress in 5 to 10 years.” Four months ago, the idea of compressing up to a century of scientific progress into a single decade seemed extremely optimistic. With the recent advances in AI models now including Anthropic Claude 3.7, OpenAI deep research and Google AI co-scientist, what Amodei referred to as a near-term “radical transformation” is starting to look much more plausible.

However, while AI may fast-track scientific discovery, biology, at least, is still bound by real-world constraints — experimental validation, regulatory approval and clinical trials. The question is no longer whether AI will transform science (as it certainly will), but rather how quickly its full impact will be realized.

In a February 9 blog post, OpenAI CEO Sam Altman claimed that “systems that start to point to AGI are coming into view.” He described AGI as “a system that can tackle increasingly complex problems, at human level, in many fields.”  

Altman believes achieving this milestone could unlock a near-utopian future in which the “economic growth in front of us looks astonishing, and we can now imagine a world where we cure all diseases, have much more time to enjoy with our families and can fully realize our creative potential.”

A dose of humility

These advances of AI are hugely significant and portend a much different future in a brief period of time. Yet, AI’s meteoric rise has not been without stumbles. Consider the recent downfall of the Humane AI Pin — a device hyped as a smartphone replacement after a buzzworthy TED Talk. Barely a year later, the company collapsed, and its remnants were sold off for a fraction of their once-lofty valuation.

Real-world AI applications often face significant obstacles for many reasons, from lack of relevant expertise to infrastructure limitations. This has certainly been the experience of Sensei Ag, a startup backed by one of the world’s wealthiest investors. The company set out to apply AI to agriculture by breeding improved crop varieties and using robots for harvesting but has met major hurdles. According to the Wall Street Journal, the startup has faced many setbacks, from technical challenges to unexpected logistical difficulties, highlighting the gap between AI’s potential and its practical implementation.

What comes next?

As we look to the near future, science is on the cusp of a new golden age of discovery, with AI becoming an increasingly capable partner in research. Deep-learning algorithms working in tandem with human curiosity could unravel complex problems at record speed as AI systems sift vast troves of data, spot patterns invisible to humans and suggest cross-disciplinary hypotheses​.

Already, scientists are using AI to compress research timelines — predicting protein structures, scanning literature and reducing years of work to months or even days — unlocking opportunities across fields from climate science to medicine.

Yet, as the potential for radical transformation becomes clearer, so too do the looming risks of disruption and instability. Altman himself acknowledged in his blog that “the balance of power between capital and labor could easily get messed up,” a subtle but significant warning that AI’s economic impact could be destabilizing.

This concern is already materializing, as demonstrated in Hong Kong, as the city recently cut 10,000 civil service jobs while simultaneously ramping up AI investments. If such trends continue and become more expansive, we could see widespread workforce upheaval, heightening social unrest and placing intense pressure on institutions and governments worldwide.

Adapting to an AI-powered world

AI’s growing capabilities in scientific discovery, reasoning and decision-making mark a profound shift that presents both extraordinary promise and formidable challenges. While the path forward may be marked by economic disruptions and institutional strains, history has shown that societies can adapt to technological revolutions, albeit not always easily or without consequence.

To navigate this transformation successfully, societies must invest in governance, education and workforce adaptation to ensure that AI’s benefits are equitably distributed. Even as AI regulation faces political resistance, scientists, policymakers and business leaders must collaborate to build ethical frameworks, enforce transparency standards and craft policies that mitigate risks while amplifying AI’s transformative impact. If we rise to this challenge with foresight and responsibility, people and AI can tackle the world’s greatest challenges, ushering in a new age with breakthroughs that once seemed impossible.

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TotalEnergies farms out 40% participating interest in certain licenses offshore Nigeria to Chevron

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Harbour Energy to Buy Waldorf Subsidiaries for $170MM

Harbour Energy Plc, one of the largest independent oil and gas firms in the UK, agreed to pay $170 million for all the subsidiaries of Waldorf Energy Partners Ltd. and Waldorf Production Ltd. The deal will add 20,000 barrels of oil equivalent a day to production and increases the company’s share of the Catcher field in the North Sea to 90% from 50%, Harbour Energy said in a statement on Friday. The subsidiaries are currently in administration and the acquisition will release an estimated $350 million of cash posted to secure Waldorf’s decommissioning liabilities, it added. Harbour Energy shares gained as much as 7.6% in London trading, the most since August. Many oil and gas companies, already suffering declines in production at mature fields in the British North Sea, have been reassessing their activities after a UK windfall tax was extended and increased several times. Harbour Energy, which completed the acquisition of Wintershall Dea’s non-Russian assets last year, operates in nine countries, including in Norway, Germany, Argentina, Mexico and North Africa.  “This transaction is an important step for Harbour in the UK North Sea, building on the action we’ve already taken to sustain our position in the basin given the ongoing fiscal and regulatory challenges,” said Scott Barr, managing director of Harbour Energy’s UK business unit. Harbour Energy accounts for about 15% of UK’s total oil and gas production, pumping 156,000 barrels of oil equivalent daily in the first nine months of the year.  The sale could be a step toward ending Waldorf’s struggle to get a debt restructuring over the line. In August, the UK’s High Court of Justice in August rejected a plan proposed by the company on the basis that it had “not discharged the burden on it of showing the plan is fair and that it is appropriate, just

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Oil Drifts Lower Despite Geopolitical Tensions

Oil prices edged down in choppy trading, with US crude falling to the lowest since May, as weakness in US equities markets added to bearish sentiment about oversupply. West Texas Intermediate settled below $58 a barrel, the lowest since May, while global benchmark Brent slumped to the weakest in about two months. Diesel futures, which were down about 1.4%, were the biggest drag on the oil complex on Friday, while a selloff in US stocks compounded declines. Thin trading activity ahead of the Christmas and New Year holidays, as well as traders being cautious about deploying risk after a tough year for profits, also contributed to choppy trading. Growing consensus about supplies exceeding demand next year has pushed crude toward the lower end of a band it has traded in since mid-October. Some traders are positioning for further declines as bearish bets on Brent crude reached their highest in seven weeks, according to data released on Friday. The International Energy Agency on Thursday reiterated its prediction for an unprecedented surplus, although slightly below its forecast last month, and said global inventories have swollen to a four-year high. Geopolitical tensions may add some support to oil prices. President Donald Trump announced new sanctions on three of Venezuelan counterpart Nicolas Maduro’s nephews as well as six oil tankers, after the US seized a supertanker off the coast of the Latin American nation on Wednesday. The ship seizure was just the beginning of a new phase in the Trump administration’s ramped-up pressure campaign against the Venezuelan president, according to people familiar with the operation. The act of economic statecraft is designed to deny Maduro a lifeline of oil revenue and force him to relinquish power, the people said. A murky outlook for a peace deal to end Russia’s war in Ukraine, which could

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New Supertankers Sail Empty to Collect Oil

A shortage of oil tankers is becoming so acute that newly built vessels, which usually carry refined fuels on their maiden voyages, are instead racing empty to pick up crude as soon as possible.  Six supertankers that were delivered this year have traveled without cargoes from East Asia to load crude in the Middle East, Africa or the Americas, ship-tracking and fixtures data reviewed by Bloomberg and Signal Ocean show. That compares with just one such journey last year. The Atrebates was delivered in early November. It sailed empty from China to the Middle East to pick up a crude cargo from Iraq, and is now headed for Gibraltar. Tanker owners about to receive new ships almost always use them to carry fuels like gasoline on their maiden voyages to pick up crude. This makes both economic and geographical sense, given that oil products are cleaner than crude and the vessels won’t need to be washed after carrying them, and also because many of the ships are built in East Asia, which imports a lot of unprocessed oil and exports refined fuels. A severe shortage of tankers is now upending that logic. Oil producers — both within and outside OPEC — have ramped up output this year. Western sanctions on Russia and the risk of traveling through the Red Sea, meanwhile, have disrupted traditional routes, resulting in longer voyages and more ships being used. Smaller product tankers have also been drawn into the oil trade, while some traders have had to break up cargoes due to the lack of larger vessels, pushing up transport costs even further. The Baltic Dirty Tanker Index, which tracks rates to carry crude oil on 12 major routes, has jumped more than 50% since the end of July, while the Baltic Clean Tanker Index only rose 12%. “When very large crude carriers

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Analyst Looks at Natural Gas Price Moves

In a natural gas focused EBW Analytics Group report sent to Rigzone by the EBW team on Friday, Eli Rubin, an energy analyst at the company, warned that late December heating demand “continues to disintegrate”. “Yesterday’s 177 billion cubic foot withdrawal did little to stop the massive sell-off in natural gas, with the NYMEX front-month plummeting to close at a seven-week low of $4.231 [per million British thermal units (MMBtu)],” Rubin said in the report. “Although a frigid early December may erode storage surpluses over the next two EIA [U.S. Energy Information Administration] reports, the market is focused on eroding late-December heating demand,” he added. In the report, Rubin noted that the week leading into Christmas “shed another seven gHDDs over the past 24 hours, with exceptionally mild weather anticipated across the country in the back half of the month”. “Daily demand may still surge into Sunday’s peak – but is expected to plunge 26 billion cubic feet per day [Bcfpd] into mid-next week, likely delivering a blow to physical gas prices,” he added. Rubin went on to warn in the report that technicals also appear weak, “with prices falling below the 20-day, 50-day, 100-day and 200-day moving averages”. “Shorts may take profits off the table ahead of the weekend, and medium to long term fundamentals appear more supportive than recent price action suggests, but momentum is bearish and this week’s 133 billion cubic foot loss of weather-driven demand will leave an enduring mark on NYMEX futures,” he said. This EBW report highlighted that the January natural gas contract closed at $4.231 per MMBtu on Thursday. It outlined that this was down 36.4 cents, or 7.9 percent, from Wednesday’s close. In an EBW report sent to Rigzone by the EBW team on December 10, Rubin highlighted that a “weather collapse

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EIA Ups Brent Price Forecast, Still Sees Drop in 2026

In its latest short term energy outlook (STEO), which was released on December 9, the U.S. Energy Information Administration (EIA) increased its Brent price forecast for 2025 and 2026 but still projected that the commodity will drop next year compared to 2025. According to its December STEO, the EIA now sees the Brent spot price averaging $68.91 per barrel this year and $55.08 per barrel next year. In its previous STEO, which was released in November, the EIA projected that the Brent spot price would average $68.76 per barrel in 2025 and $54.92 per barrel in 2026. The EIA’s October STEO forecast that the commodity would average $68.64 per barrel this year and $52.16 per barrel next year, and its September STEO saw the commodity coming in at $67.80 per barrel in 2025 and $51.43 per barrel in 2026. A quarterly breakdown included in the EIA’s latest STEO projected that the Brent spot price will average $63.10 per barrel in the fourth quarter of this year, $54.93 per barrel in the first quarter of next year, $54.02 per barrel in the second quarter, $55.32 per barrel in the third quarter, and $56.00 per barrel in the fourth quarter of 2026. The commodity averaged $75.83 per barrel in the first quarter of this year, $68.01 per barrel in the second quarter, and $69.00 per barrel in the third quarter, the EIA’s December STEO showed. It also pointed out that the Brent spot price averaged $80.56 per barrel overall last year. In its December STEO, the EIA highlighted that the Brent crude oil spot price averaged $64 per barrel in November, which it pointed out was $11 per barrel lower than in November 2024. “Crude oil prices continue to fall as growing crude oil production outweighs the effect of increased drone attacks

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BP Starts Up Atlantis Expansion Project in US Gulf

BP PLC said Thursday it has put onstream an expansion project in the Atlantis field in the Gulf of America that will add 15,000 barrels of oil equivalent a day to the deepwater development’s production capacity. Atlantis Drill Center 1 Expansion, BP’s “seventh upstream major project startup of the year”, ties back two wells to the subsea hub via new pipelines, according to the British operator. Atlantis, discovered 1998, has been producing for nearly 20 years and has one of BP’s longest-running platforms in the U.S. Gulf. The field also contains BP’s deepest moored floating platform in the U.S. Gulf, operating in 7,074 feet of water about 150 miles south of New Orleans, according to the company. Atlantis currently has a declared peak output of 200,000 barrels of oil and 180 million cubic feet of gas per day. “Atlantis Drill Center 1 caps off an excellent year of seven major project start-ups for BP. This project supports our plans to safely grow our upstream business, which includes increasing U.S. production to around one million barrels of oil equivalent per day by 2030”, Gordon Birrell, BP executive vice president for production and operations, said in an online statement. BP said, “BP delivered the Atlantis Drill Center 1 expansion project two months ahead of its original schedule by utilizing existing subsea inventory, drilling and completing wells more efficiently, and streamlining offshore execution planning. This is BP’s fifth major startup that has been delivered ahead of schedule this year”. Atlantis Drill Center 1 Expansion is one of three U.S. Gulf projects on a list of 10 upstream projects across BP’s global portfolio that the company aims to complete by 2027. On August 4 BP announced the start of production at Argos Southwest Extension, adding 20,000 bpd of capacity to the Argos platform, which started

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FinOps Foundation sharpens FOCUS to reduce cloud cost chaos

“The big change that’s really started to happen in late 2024 early 2025 is that the FinOps practice started to expand past the cloud,” Storment said. “A lot of organizations got really good at using FinOps to manage the value of cloud, and then their organizations went, ‘oh, hey, we’re living in this happily hybrid state now where we’ve got cloud, SaaS, data center. Can you also apply the FinOps practice to our SaaS? Or can you apply it to our Snowflake? Can you apply it to our data center?’” The FinOps Foundation’s community has grown to approximately 100,000 practitioners. The organization now includes major cloud vendors, hardware providers like Nvidia and AMD, data center operators and data cloud platforms like Snowflake and Databricks. Some 96 of the Fortune 100 now participate in FinOps Foundation programs. The practice itself has shifted in two directions. It has moved left into earlier architectural and design processes, becoming more proactive rather than reactive. It has also moved up organizationally, from director-level cloud management roles to SVP and COO positions managing converged technology portfolios spanning multiple infrastructure types. This expansion has driven the evolution of FOCUS beyond its original cloud billing focus. Enterprises are implementing FOCUS as an internal standard for chargeback reporting even when their providers don’t generate native FOCUS data. Some newer cloud providers, particularly those focused on AI infrastructure, are using the FOCUS specification to define their billing data structures from the ground up rather than retrofitting existing systems. The FOCUS 1.3 release reflects this maturation, addressing technical gaps that have emerged as organizations apply cost management practices across increasingly complex hybrid environments. FOCUS 1.3 exposes cost allocation logic for shared infrastructure The most significant technical enhancement in FOCUS 1.3 addresses a gap in how shared infrastructure costs are allocated and

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Aetherflux joins the race to launch orbital data centers by 2027

Enterprises will connect to and manage orbital workloads “the same way they manage cloud workloads today,” using optical links, the spokesperson added. The company’s approach is to “continuously launch new hardware and quickly integrate the latest architectures,” with older systems running lower-priority tasks to serve out the full useful lifetime of their high-end GPUs. The company declined to disclose pricing. Aetherflux plans to launch about 30 satellites at a time on SpaceX Falcon 9 rockets. Before the data center launch, the company will launch a power-beaming demonstration satellite in 2026 to test transmission of one kilowatt of energy from orbit to ground stations, using infrared lasers. Competition in the sector has intensified in recent months. In November, Starcloud launched its Starcloud-1 satellite carrying an Nvidia H100 GPU, which is 100 times more powerful than any previous GPU flown in space, according to the company, and demonstrated running Google’s Gemma AI model in orbit. In the same month, Google announced Project Suncatcher, with a 2027 demonstration mission planned. Analysts see limited near-term applications Despite the competitive activity, orbital data centers won’t replace terrestrial cloud regions for general hosting through 2030, said Ashish Banerjee, senior principal analyst at Gartner. Instead, they suit specific workloads, including meeting data sovereignty requirements for jurisdictionally complex scenarios, offering disaster recovery immune to terrestrial risks, and providing asynchronous high-performance computing, he said. “Orbital centers are ideal for high-compute, low-I/O batch jobs,” Banerjee said. “Think molecular folding simulations for pharma, massive Monte Carlo financial simulations, or training specific AI model weights. If the job takes 48 hours, the 500ms latency penalty of LEO is irrelevant.” One immediate application involves processing satellite-generated data in orbit, he said. Earth observation satellites using synthetic aperture radar generate roughly 10 gigabytes per second, but limited downlink bandwidth creates bottlenecks. Processing data in

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Here’s what Oracle’s soaring infrastructure spend could mean for enterprises

He said he had earlier told analysts in a separate call that margins for AI workloads in these data centers would be in the 30% to 40% range over the life of a customer contract. Kehring reassured that there would be demand for the data centers when they were completed, pointing to Oracle’s increasing remaining performance obligations, or services contracted but not yet delivered, up $68 billion on the previous quarter, saying that Oracle has been seeing unprecedented demand for AI workloads driven by the likes of Meta and Nvidia. Rising debt and margin risks raise flags for CIOs For analysts, though, the swelling debt load is hard to dismiss, even with Oracle’s attempts to de-risk its spend and squeeze more efficiency out of its buildouts. Gogia sees Oracle already under pressure, with the financial ecosystem around the company pricing the risk — one of the largest debts in corporate history, crossing $100 billion even before the capex spend this quarter — evident in the rising cost of insuring the debt and the shift in credit outlook. “The combination of heavy capex, negative free cash flow, increasing financing cost and long-dated revenue commitments forms a structural pressure that will invariably finds its way into the commercial posture of the vendor,” Gogia said, hinting at an “eventual” increase in pricing of the company’s offerings. He was equally unconvinced by Magouyrk’s assurances about the margin profile of AI workloads as he believes that AI infrastructure, particularly GPU-heavy clusters, delivers significantly lower margins in the early years because utilisation takes time to ramp.

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New Nvidia software gives data centers deeper visibility into GPU thermals and reliability

Addressing the challenge Modern AI accelerators now draw more than 700W per GPU, and multi-GPU nodes can reach 6kW, creating concentrated heat zones, rapid power swings, and a higher risk of interconnect degradation in dense racks, according to Manish Rawat, semiconductor analyst at TechInsights. Traditional cooling methods and static power planning increasingly struggle to keep pace with these loads. “Rich vendor telemetry covering real-time power draw, bandwidth behavior, interconnect health, and airflow patterns shifts operators from reactive monitoring to proactive design,” Rawat said. “It enables thermally aware workload placement, faster adoption of liquid or hybrid cooling, and smarter network layouts that reduce heat-dense traffic clusters.” Rawat added that the software’s fleet-level configuration insights can also help operators catch silent errors caused by mismatched firmware or driver versions. This can improve training reproducibility and strengthen overall fleet stability. “Real-time error and interconnect health data also significantly accelerates root-cause analysis, reducing MTTR and minimizing cluster fragmentation,” Rawat said. These operational pressures can shape budget decisions and infrastructure strategy at the enterprise level.

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Arista goes big with campus wireless tech

In a white paper describing how VESPA works, Arista wrote: The first component of VESPA involves Arista access points creating VXLAN tunnels to Arista switches serving as WLAN Gateways…. Second, as device packets arrive via the AP, it dynamically creates an Ethernet Segment Identifier (Type 6 ESI) based on the AP’s VTEP IP address. These dynamically created tunnels can scale to 30K ESI’s spread across paired switches in the cluster which provide active/active load sharing (performance+HA) to the APs. Third, the gateway switches use Type 2 EVPN NLRI (Network Layer Reachability Information) to learn and exchange end point MAC addresses across the cluster. … With this architecture, adding more EVPN WLAN gateways scales both AP and user connections, to tens of thousands of end points. To manage the forwarding information for hundreds of thousands of clients (e.g: FIB next hop and rewrite) would prove very complex and expensive if using conventional networking solutions. Arista’s innovation is to distribute this function across the WiFi access points with a unique MAC Rewrite Offload feature (MRO). With MRO, the access point is responsible for servicing mobile client ARP requests (using its own mac address), building a localized MAC-IP binding table, and forwarding client IP addresses to the WLAN gateways with the APs MAC address. The WLAN Gateways therefore only learns one (MAC) address for all the clients associated with the AP. This improves the gateway’s scaling from 10X to 100X, allowing these cost effective gateways to support hundreds of thousands of clients attached to the APs. AVA system gets a boost In addition to the new wireless technology, Arista is also bolstering the capabilities of its natural-language, generative AI-based Autonomous Virtual Assist (AVA) system for delivering network insights and AIOps.  AVA is aimed at providing an intelligent assistant that’s not there to replace

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Most significant networking acquisitions of 2025

Cisco makes two AI deals: EzDubs and NeuralFabric Last month Cisco completed its acquisition of EzDubs, a privately held AI software company with speech-to-speech translation technology. EzDubs translates conversations across 31 languages and will accelerate Cisco’s delivery of next-generation features, such as live voice translation that preserves the characteristics of speech, the vendor stated. Cisco plans to incorporate EzDubs’ technology in its Cisco Collaboration portfolio. Also in November, Cisco bought AI platform company NeuralFabric, which offers a generative AI platform that lets organizations develop domain-specific small language models using their own proprietary data. Coreweave buys Core Scientific Nvidia-backed AI cloud provider CoreWeave acquired crypto miner Core Scientific for about $9 billion, giving it access to 1.3 gigawatts of contracted power to support growing demand for AI and high-performance computing workloads. CoreWeave said the deal augments its vertical integration by expanding its owned and operated data center footprint, allowing it to scale GPU-powered services for enterprise and research customers. F5 picks up three: CalypsoAI, Fletch and MantisNet F5 acquired Dublin, Ireland-based CalypsoAI for $180 million. CalypsoAI’s platform creates what the company calls an Inference Perimeter that protects across models, vendors, and environments. F5 says it will integrate CalypsoAI’s adaptive AI security capabilities into its F5 Application Delivery and Security Platform (ADSP). F5’s ADSP also stands to gain from F5’s acquisition of agentic AI and threat management startup Fletch. Fletch’s technology turns external threat intelligence and internal logs into real-time, prioritized insights; its agentic AI capabilities will be integrated into ADSP, according to F5. Lastly, F5 grabbed startup MantisNet to enhance cloud-native observability in F5’s ADSP. MantisNet leverages extended Berkeley Packet Filer (eBPF)-powered, kernel-level telemetry to provide real-time insights into encrypted protocol activity and allow organizations “to gain visibility into even the most elusive traffic, all without performance overhead,” according to an F5 blog

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Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

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John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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