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This American nuclear company could help India’s thorium dream

For just the second time in nearly two decades, the United States has granted an export license to an American company planning to sell nuclear technology to India, MIT Technology Review has learned. The decision to greenlight Clean Core Thorium Energy’s license is a major step toward closer cooperation between the two countries on atomic energy and marks a milestone in the development of thorium as an alternative to uranium for fueling nuclear reactors.  Starting from the issuance last week, the thorium fuel produced by the Chicago-based company can be shipped to reactors in India, where it could be loaded into the cores of existing reactors. Once Clean Core receives final approval from Indian regulators, it will become one of the first American companies to sell nuclear technology to India, just as the world’s most populous nation has started relaxing strict rules that have long kept the US private sector from entering its atomic power industry.  “This license marks a turning point, not just for Clean Core but for the US-India civil nuclear partnership,” says Mehul Shah, the company’s chief executive and founder. “It places thorium at the center of the global energy transformation.” Thorium has long been seen as a good alternative to uranium because it’s more abundant, produces both smaller amounts of long-lived radioactive waste and fewer byproducts with centuries-long half-lives, and reduces the risk that materials from the fuel cycle will be diverted into weapons manufacturing.  But at least some uranium fuel is needed to make thorium atoms split, making it an imperfect replacement. It’s also less well suited for use in the light-water reactors that power the vast majority of commercial nuclear plants worldwide. And in any case, the complex, highly regulated nuclear industry is extremely resistant to change. For India, which has scant uranium reserves but abundant deposits of thorium, the latter metal has been part of a long-term strategy for reducing dependence on imported fuels. The nation started negotiating a nuclear export treaty with the US in the early 2000s, and a 123 Agreement—a special, Senate-approved treaty the US requires with another country before sending it any civilian nuclear products—was approved in 2008. A new approach While most thorium advocates have envisioned new reactors designed to run on this fuel, which would mean rebuilding the nuclear industry from the ground up, Shah and his team took a different approach. Clean Core created a new type of fuel that blends thorium with a more concentrated type of uranium called HALEU (high-assay low-enriched uranium). This blended fuel can be used in India’s pressurized heavy-water reactors, which make up the bulk of the country’s existing fleet and many of the new units under development now.  Thorium isn’t a fissile material itself, meaning its atoms aren’t inherently unstable enough for an extra neutron to easily split the nuclei and release energy. But the metal has what’s known as “fertile properties,” meaning it can absorb neutrons and transform into the fissile material uranium-233. Uranium-233 produces fewer long-lived radioactive isotopes than the uranium-235 that makes up the fissionable part of traditional fuel pellets. Most commercial reactors run on low-enriched uranium, which is about 5% U-235. When the fuel is spent, roughly 95% of the energy potential is left in the metal. And what remains is a highly toxic cocktail of long-lived radioactive isotopes such as cesium-137 and plutonium-239, which keep the waste dangerous for tens of thousands of years. Another concern is that the plutonium could be extracted for use in weapons.  Enriched up to 20%, HALEU allows reactors to extract more of the available energy and thus reduce the volume of waste. Clean Core’s fuel goes further: The HALEU provides the initial spark to ignite fertile thorium and triggers a reaction that can burn much hotter and utilize the vast majority of the material in the core, as a study published last year in the journal Nuclear Engineering and Design showed. “Thorium provides attributes needed to achieve higher burnups,” says Koroush Shirvan, an MIT professor of nuclear science and engineering who helped design Clean Core’s fuel assemblies. “It is enabling technology to go to higher burnups, which reduces your spent fuel volume, increases your fuel efficiency, and reduces the amount of uranium that you need.”  Compared with traditional uranium fuel, Clean Core says, its fuel reduces waste by more than 85% while avoiding the most problematic isotopes produced during fission. “The result is a safer, more sustainable cycle that reframes nuclear power not as a source of millennia-long liabilities but as a pathway to cleaner energy and a viable future fuel supply,” says Milan Shah, Clean Core’s chief operating officer and Mehul’s son. Pressurized heavy-water reactors are particularly well suited to thorium because heavy water—a version of H2O that has an extra neutron on the hydrogen atom—absorbs fewer neutrons during the fission process, increasing efficiency by allowing more neutrons to be captured by the thorium. There are 46 so-called PHWRs operating worldwide: 17 in Canada, 19 in India, three each in Argentina and South Korea, and two each in China and Romania, according to data from the International Atomic Energy Agency. In 1954, India set out a three-stage development plan for nuclear power that involved eventually phasing thorium into the fuel cycle for its fleet.  Yet in the 56 years since India built its first commercial nuclear plant, its state-controlled industry has remained relatively shut off to the private sector and the rest of the world. When the US signed the 123 Agreement with India in 2008, the moment heralded an era in which the subcontinent could become a testing ground for new American reactor designs.  In 2010, however, India passed the Civil Liability for Nuclear Damage Act. The legislation was based on what lawmakers saw as legal shortcomings in the wake of the 1984 Bhopal chemical factory disaster, when a subsidiary of the American industrial giant Dow Chemical avoided major payouts to the victims of a catastrophe that killed thousands. Under this law, responsibility for an accident at an Indian nuclear plant would fall on suppliers. The statute effectively killed any exports to India, since few companies could shoulder that burden. Only Russia’s state-owned Rosatom charged ahead with exporting reactors to India. But things are changing. In a joint statement issued after a February 2025 summit, Prime Minister Narendra Modi and President Donald Trump “announced their commitment to fully realise the US-India 123 Civil Nuclear Agreement by moving forward with plans to work together to build US-designed nuclear reactors in India through large scale localisation and possible technology transfer.”  In March 2025, US federal officials gave the nuclear developer Holtec International an export license to sell Indian companies its as-yet-unbuilt small modular reactors, which are based on the light-water reactor design used in the US. In April, the Indian government suggested it would reform the nuclear liability law to relax rules on foreign companies in hopes of drawing more overseas developers. Last month, a top minister confirmed that the Modi administration would overhaul the law.  “For India, the thing they need to do is get another international vendor in the marketplace,” says Chris Gadomski, the chief nuclear analyst at the consultancy BloombergNEF. Path of least resistance But Shah sees larger potential for Clean Core. Unlike Holtec, whose export license was endorsed by the two Mumbai-based industrial giants Larsen & Toubro and Tata Consulting Engineers, Clean Core had its permit approved by two of India’s atomic regulators and its main state-owned nuclear company. By focusing on fuel rather than new reactors, Clean Core could become a vendor to the majority of the existing plants already operating in India.  Its technology diverges not only from that of other US nuclear companies but also from the approach used in China. Last year, China made waves by bringing its first thorium-fueled reactor online. This enabled it to establish a new foothold in a technology the US had invented and then abandoned, and it gave Beijing another leg up in atomic energy. But scaling that technology will require building out a whole new kind of reactor. That comes at a cost. A recent Johns Hopkins University study found that China’s success in building nuclear reactors stemmed in large part from standardization and repetition of successful designs, virtually all of which have been light-water reactors. Using thorium in existing heavy-water reactors lowers the bar for popularizing the fuel, according to the younger Shah.  “We think ours is the path of least resistance,” Milan Shah says. “Maybe not being completely revolutionary in the way you look at nuclear today, but incredibly evolutionary to progress humanity forward.”  The company has plans to go beyond pressurized heavy-water reactors. Within two years, the elder Shah says, Clean Core plans to design a version of its fuel that could work in the light-water reactors that make up the entire US fleet of 94. But it’s not a simple conversion. For starters, there’s the size: While the PHWR fuel rods are about 50 centimeters in length, the rods that go into light-water reactors are roughly four meters long. Then there’s the history of challenges with light water’s absorption of neutrons that could otherwise be captured to induce fission in the thorium.  For Anil Kakodkar, the former chairman of India’s Atomic Energy Commission and a mentor to Shah, popularizing thorium could help rectify one of the darker chapters in his country’s nuclear development. In 1974, India became the first country since the signing of the first global Treaty on the Non-Proliferation of Nuclear Weapons to successfully test an atomic weapon. New Delhi was never a signatory to the pact. But the milestone prompted neighboring Pakistan to develop its own weapons.  In response, President Jimmy Carter tried to demonstrate Washington’s commitment to reversing the Cold War arms race by sacrificing the first US effort to commercialize nuclear waste recycling, since the technology to separate plutonium and other radioisotopes from uranium in spent fuel was widely seen as a potential new source of weapons-grade material. By running its own reactors on thorium, Kakodkar says, India can chart a new path for newcomer nations that want to harness the power of the atom without stoking fears that nuclear weapons capability will spread.  “The proliferation concerns will be dismissed to a significant extent, allowing more rapid growth of nuclear power in emerging countries,” he says. “That will be a good thing for the world at large.”  Alexander C. Kaufman is a reporter who has covered energy, climate change, pollution, business, and geopolitics for more than a decade. 

For just the second time in nearly two decades, the United States has granted an export license to an American company planning to sell nuclear technology to India, MIT Technology Review has learned. The decision to greenlight Clean Core Thorium Energy’s license is a major step toward closer cooperation between the two countries on atomic energy and marks a milestone in the development of thorium as an alternative to uranium for fueling nuclear reactors. 

Starting from the issuance last week, the thorium fuel produced by the Chicago-based company can be shipped to reactors in India, where it could be loaded into the cores of existing reactors. Once Clean Core receives final approval from Indian regulators, it will become one of the first American companies to sell nuclear technology to India, just as the world’s most populous nation has started relaxing strict rules that have long kept the US private sector from entering its atomic power industry. 

“This license marks a turning point, not just for Clean Core but for the US-India civil nuclear partnership,” says Mehul Shah, the company’s chief executive and founder. “It places thorium at the center of the global energy transformation.”

Thorium has long been seen as a good alternative to uranium because it’s more abundant, produces both smaller amounts of long-lived radioactive waste and fewer byproducts with centuries-long half-lives, and reduces the risk that materials from the fuel cycle will be diverted into weapons manufacturing. 

But at least some uranium fuel is needed to make thorium atoms split, making it an imperfect replacement. It’s also less well suited for use in the light-water reactors that power the vast majority of commercial nuclear plants worldwide. And in any case, the complex, highly regulated nuclear industry is extremely resistant to change.

For India, which has scant uranium reserves but abundant deposits of thorium, the latter metal has been part of a long-term strategy for reducing dependence on imported fuels. The nation started negotiating a nuclear export treaty with the US in the early 2000s, and a 123 Agreement—a special, Senate-approved treaty the US requires with another country before sending it any civilian nuclear products—was approved in 2008.

A new approach

While most thorium advocates have envisioned new reactors designed to run on this fuel, which would mean rebuilding the nuclear industry from the ground up, Shah and his team took a different approach. Clean Core created a new type of fuel that blends thorium with a more concentrated type of uranium called HALEU (high-assay low-enriched uranium). This blended fuel can be used in India’s pressurized heavy-water reactors, which make up the bulk of the country’s existing fleet and many of the new units under development now. 

Thorium isn’t a fissile material itself, meaning its atoms aren’t inherently unstable enough for an extra neutron to easily split the nuclei and release energy. But the metal has what’s known as “fertile properties,” meaning it can absorb neutrons and transform into the fissile material uranium-233. Uranium-233 produces fewer long-lived radioactive isotopes than the uranium-235 that makes up the fissionable part of traditional fuel pellets. Most commercial reactors run on low-enriched uranium, which is about 5% U-235. When the fuel is spent, roughly 95% of the energy potential is left in the metal. And what remains is a highly toxic cocktail of long-lived radioactive isotopes such as cesium-137 and plutonium-239, which keep the waste dangerous for tens of thousands of years. Another concern is that the plutonium could be extracted for use in weapons. 

Enriched up to 20%, HALEU allows reactors to extract more of the available energy and thus reduce the volume of waste. Clean Core’s fuel goes further: The HALEU provides the initial spark to ignite fertile thorium and triggers a reaction that can burn much hotter and utilize the vast majority of the material in the core, as a study published last year in the journal Nuclear Engineering and Design showed.

“Thorium provides attributes needed to achieve higher burnups,” says Koroush Shirvan, an MIT professor of nuclear science and engineering who helped design Clean Core’s fuel assemblies. “It is enabling technology to go to higher burnups, which reduces your spent fuel volume, increases your fuel efficiency, and reduces the amount of uranium that you need.” 

Compared with traditional uranium fuel, Clean Core says, its fuel reduces waste by more than 85% while avoiding the most problematic isotopes produced during fission. “The result is a safer, more sustainable cycle that reframes nuclear power not as a source of millennia-long liabilities but as a pathway to cleaner energy and a viable future fuel supply,” says Milan Shah, Clean Core’s chief operating officer and Mehul’s son.

Pressurized heavy-water reactors are particularly well suited to thorium because heavy water—a version of H2O that has an extra neutron on the hydrogen atom—absorbs fewer neutrons during the fission process, increasing efficiency by allowing more neutrons to be captured by the thorium.

There are 46 so-called PHWRs operating worldwide: 17 in Canada, 19 in India, three each in Argentina and South Korea, and two each in China and Romania, according to data from the International Atomic Energy Agency. In 1954, India set out a three-stage development plan for nuclear power that involved eventually phasing thorium into the fuel cycle for its fleet. 

Yet in the 56 years since India built its first commercial nuclear plant, its state-controlled industry has remained relatively shut off to the private sector and the rest of the world. When the US signed the 123 Agreement with India in 2008, the moment heralded an era in which the subcontinent could become a testing ground for new American reactor designs. 

In 2010, however, India passed the Civil Liability for Nuclear Damage Act. The legislation was based on what lawmakers saw as legal shortcomings in the wake of the 1984 Bhopal chemical factory disaster, when a subsidiary of the American industrial giant Dow Chemical avoided major payouts to the victims of a catastrophe that killed thousands. Under this law, responsibility for an accident at an Indian nuclear plant would fall on suppliers. The statute effectively killed any exports to India, since few companies could shoulder that burden. Only Russia’s state-owned Rosatom charged ahead with exporting reactors to India.

But things are changing. In a joint statement issued after a February 2025 summit, Prime Minister Narendra Modi and President Donald Trump “announced their commitment to fully realise the US-India 123 Civil Nuclear Agreement by moving forward with plans to work together to build US-designed nuclear reactors in India through large scale localisation and possible technology transfer.” 

In March 2025, US federal officials gave the nuclear developer Holtec International an export license to sell Indian companies its as-yet-unbuilt small modular reactors, which are based on the light-water reactor design used in the US. In April, the Indian government suggested it would reform the nuclear liability law to relax rules on foreign companies in hopes of drawing more overseas developers. Last month, a top minister confirmed that the Modi administration would overhaul the law. 

“For India, the thing they need to do is get another international vendor in the marketplace,” says Chris Gadomski, the chief nuclear analyst at the consultancy BloombergNEF.

Path of least resistance

But Shah sees larger potential for Clean Core. Unlike Holtec, whose export license was endorsed by the two Mumbai-based industrial giants Larsen & Toubro and Tata Consulting Engineers, Clean Core had its permit approved by two of India’s atomic regulators and its main state-owned nuclear company. By focusing on fuel rather than new reactors, Clean Core could become a vendor to the majority of the existing plants already operating in India. 

Its technology diverges not only from that of other US nuclear companies but also from the approach used in China. Last year, China made waves by bringing its first thorium-fueled reactor online. This enabled it to establish a new foothold in a technology the US had invented and then abandoned, and it gave Beijing another leg up in atomic energy.

But scaling that technology will require building out a whole new kind of reactor. That comes at a cost. A recent Johns Hopkins University study found that China’s success in building nuclear reactors stemmed in large part from standardization and repetition of successful designs, virtually all of which have been light-water reactors. Using thorium in existing heavy-water reactors lowers the bar for popularizing the fuel, according to the younger Shah. 

“We think ours is the path of least resistance,” Milan Shah says. “Maybe not being completely revolutionary in the way you look at nuclear today, but incredibly evolutionary to progress humanity forward.” 

The company has plans to go beyond pressurized heavy-water reactors. Within two years, the elder Shah says, Clean Core plans to design a version of its fuel that could work in the light-water reactors that make up the entire US fleet of 94. But it’s not a simple conversion. For starters, there’s the size: While the PHWR fuel rods are about 50 centimeters in length, the rods that go into light-water reactors are roughly four meters long. Then there’s the history of challenges with light water’s absorption of neutrons that could otherwise be captured to induce fission in the thorium. 

For Anil Kakodkar, the former chairman of India’s Atomic Energy Commission and a mentor to Shah, popularizing thorium could help rectify one of the darker chapters in his country’s nuclear development. In 1974, India became the first country since the signing of the first global Treaty on the Non-Proliferation of Nuclear Weapons to successfully test an atomic weapon. New Delhi was never a signatory to the pact. But the milestone prompted neighboring Pakistan to develop its own weapons. 

In response, President Jimmy Carter tried to demonstrate Washington’s commitment to reversing the Cold War arms race by sacrificing the first US effort to commercialize nuclear waste recycling, since the technology to separate plutonium and other radioisotopes from uranium in spent fuel was widely seen as a potential new source of weapons-grade material. By running its own reactors on thorium, Kakodkar says, India can chart a new path for newcomer nations that want to harness the power of the atom without stoking fears that nuclear weapons capability will spread. 

“The proliferation concerns will be dismissed to a significant extent, allowing more rapid growth of nuclear power in emerging countries,” he says. “That will be a good thing for the world at large.” 

Alexander C. Kaufman is a reporter who has covered energy, climate change, pollution, business, and geopolitics for more than a decade. 

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Evolving to Meet AI-Era Data Center Power Demands: A Conversation with Rehlko CEO Brian Melka

On the latest episode of the Data Center Frontier Show Podcast, we sat down with Brian Melka, CEO of Rehlko, to explore how the century-old mission-critical power provider is reinventing itself to support the new realities of AI-driven data center growth. Rehlko, formerly known as Kohler Energy, rebranded a year ago but continues to draw on more than a century of experience in power generation and backup systems. Melka emphasized that while the name has changed, the mission has not: delivering reliable, scalable, and flexible energy solutions to support always-on digital infrastructure. Meeting Surging AI Power Demands Asked how Rehlko is evolving to support the next wave of data center development, Melka pointed to two major dynamics shaping the market: Unprecedented capacity needs driven by AI training and inference. New, “spiky” usage patterns that strain traditional backup systems. “Power generation is something we’ve been doing longer than anyone else, starting in 1920,” Melka noted. “As we look forward, it’s not just about the scale of backup power required — it’s about responsiveness. AI has very large short-duration power demands that put real strain on traditional systems.” To address this, Rehlko is scaling its production capacity fourfold over the next three to four years, while also leveraging its global in-house EPC (engineering, procurement, construction) capabilities to design and deliver hybrid systems. These combine diesel or gas generation with battery storage and short-duration modulation, creating a more responsive power backbone for AI data centers. “We’re the only ones out there that can deliver that breadth of capability on a full turnkey basis,” Melka said. “It positions us to support customers as they navigate these new patterns of energy demand.” Speed to Power Becomes a Priority In today’s market, “speed to power” has become the defining theme. Developers and operators are increasingly considering

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Data Center Chip Giants Negotiate Political Moves, Tariffs, and Corporate Strategies

And with the current restrictions being placed on US manufacturers selling AI parts to China, reporting says NVIDIA is developing a Blackwell-based China chip, more capable than the current H20 but still structured to comply with U.S. export rules. Reuters reported that it would be  a single-die design (roughly half the compute of the dual-die B300), with HBM and NVLink, sampling as soon as next month. A second compliant workstation/inference product (RTX6000D) is also in development. Chinese agencies have reportedly discouraged use of NVIDIA H20 in government work, favoring Huawei Ascend. However, there have been reports describing AI training using the Ascend to be “challenging”, forcing some AI firms to revert to NVIDIA for large-scale training while using Ascend for inference. This keeps China demand alive for compliant NVIDIA/AMD parts—hence the U.S. interest in revenue-sharing. Meanwhile, AMD made its announcements at June’s “Advancing AI 2025” to set MI350 (CDNA 4) expectations and a yearly rollout rhythm that’s designed to erase NVIDIA’s time lead as much as fight on absolute perf/Watt. If MI350 systems ramp aligns with major cloud designs in 2026, AMD’s near-term objective is defending MI300X momentum while converting large customers to multi-vendor strategies (often pairing MI clusters with NVIDIA estates for redundancy and price leverage). The 15% China license fee will shape how AMD prices MI-series export SKUs and whether Chinese hyperscalers still prefer them to the domestic alternative (Huawei Ascend), which continue to face software/toolchain challenges. If Chinese buyers balk or Beijing discourages purchases, the revenue-share may be moot; if they don’t, AMD has a path to keep seats warm in China while building MI350 demand elsewhere. Beyond China export licenses, the U.S. and EU recently averted a larger trade war by settling near 15% on certain sectors, which included semiconductors, as opposed to the far more

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Johnson Controls Brings Data Center Cooling into the “As-a-Service” Era

Cooling Without the Risk Johnson Controls’ Data Center Cooling as a Service (DCCaaS) approach is designed to take cooling risk off the operator’s shoulders. The company doesn’t just provide the technology—it delivers a comprehensive, long-term service package that covers design, build, operation, maintenance, and life cycle management. The model shifts cooling from a capital expense to an operating expense, providing financial flexibility at a time when operators are pouring billions into AI-ready infrastructure. “We take on the risk of performance and uptime,” Renkis explained. “If we don’t meet the agreed-upon KPIs, there are financial consequences for us—not the customer.” The AI Advantage A key differentiator in Johnson Controls’ approach is its integration of AI, machine learning, and advanced analytics. Through its OpenBlue and Metasys platforms—supplemented by partnerships with three to four external AI providers—the company is able to continuously optimize cooling system performance. These AI-driven systems not only extend the life of equipment but also deliver financially guaranteed outcomes. “We tie our results to customer-defined KPIs,” said Renkis. “If we miss, we pay. That accountability drives everything we do.” Modularity with Flexibility While the industry is trending toward modularity and prefabricated builds, Renkis stressed that every DCCaaS project remains unique. Johnson Controls designs contracts with “detour functionality”—flexible pathways to upgrade and adapt as technology shifts. That flexibility is crucial given the rapid emergence of AI factory-scale demands. New chip architectures and ultra-dense racks—600kW, 1MW, even 1.5MW—are reshaping expectations for cooling and power. “Nobody knows exactly how this will evolve,” Renkis noted. “That uncertainty makes the as-a-service model the most prudent path forward.” Beyond Traditional Facilities Management Cooling-as-a-service is distinct from conventional facilities management in both scope and financial muscle. Johnson Controls brings to the table its own capital arm—Johnson Controls Capital—and a joint venture with Apollo Group, known as Ionic

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Meta’s Dual-Track Data Center Strategy: Owning AI Campuses, Leasing Cloud, and Expanding Nationwide

Provisioning the Power is a Major Project All its Own Powering a data center campus on this scale in an area like rural Louisiana is not a simple task. News reports and a utility commission filing by power company Entergy are starting to reveal the scope of project preparation already in process to get the site the power it will need. To bring in outside power, Entergy plans a 100-mile, 500kV transmission project (at an approximate cost of $1.2 billion) to move bulk power into the area. Substations & lines tied to the site will include a new “Smalling” 500/230kV substation, a new “Car Gas Road” 500kV switchyard, six customer substations on Meta’s property, two 30-mile 500kV lines, and multiple 230kV feeders into the campus. Additionally, Entergy has sought approval for three combined-cycle gas plants generating abou 2.25 GW of power and associated lines to meet the immediate load while broader transmission is built out; state hearings are underway with a vote on this part of the project expected before the end of August 2025.   Approval is being sought from the Louisiana Public Service Commision to build these three new gas plants and their associated infrastructure at a cost of just under $4 billion. Concerns are being raised by local community groups as well as the Union of Concerned Scientists (UCS) and Louisiana-based Alliance for Affordable Energy (AAE) not just about how much of the initial costs will be passed on to Louisiana ratepayers, but also on issues related to what happens as the first series of contracts for power begin to expire in 15 years. The plans being presented were initially scheduled to be voted on in October 2025 and the fast tracking of project approval has highlighted the concerns of the opposition. Both the short- and long-term

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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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