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The Download: America’s gun crisis, and how AI video models work

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. We can’t “make American children healthy again” without tackling the gun crisis This week, the Trump administration released a strategy for improving the health and well-being of American children. The report was titled—you guessed it—Make Our Children Healthy Again. It suggests American children should be eating more healthily. And they should be getting more exercise. But there’s a glaring omission. The leading cause of death for American children and teenagers isn’t ultraprocessed food or exposure to some chemical. It’s gun violence.  This week’s news of yet more high-profile shootings at schools in the US throws this disconnect into even sharper relief. Experts believe it is time to treat gun violence in the US as what it is: a public health crisis. Read the full story. —Jessica Hamzelou This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here. How do AI models generate videos? It’s been a big year for video generation. In the last nine months OpenAI made Sora public, Google DeepMind launched Veo 3, and the video startup Runway launched Gen-4. All can produce video clips that are (almost) impossible to distinguish from actual filmed footage or CGI animation.The downside is that creators are competing with AI slop, and social media feeds are filling up with faked news footage. Video generation also uses up a huge amount of energy, many times more than text or image generation.With AI-generated videos everywhere, let’s take a moment to talk about the tech that makes them work. Read the full story.—Will Douglas Heaven This article is part of MIT Technology Review Explains, our series untangling the complex, messy world of technology to help you understand what’s coming next. You can read more from the series here. Meet our 2025 Innovator of the Year: Sneha Goenka Up to a quarter of children entering intensive care have undiagnosed genetic conditions. To be treated properly, they must first get diagnoses—which means having their genomes sequenced. This process typically takes up to seven weeks. Sadly, that’s often too slow to save a critically ill child.Hospitals may soon have a faster option, thanks to a groundbreaking system built in part by Sneha Goenka, an assistant professor of electrical and computer engineering at Princeton—and MIT Technology Review’s 2025 Innovator of the Year. Read all about Goenka and her work in this profile. —Helen Thomson As well as our Innovator of the Year, Goenka is one of the biotech honorees on our 35 Innovators Under 35 list for 2025. Meet the rest of our biotech and materials science innovators, and the full list here.  The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 OpenAI and Microsoft have agreed a revised dealBut haven’t actually revealed any details of said deal. (Axios)+ The news comes as OpenAI keeps pursuing its for-profit pivot. (Ars Technica)+ The world’s largest startup is going to need more paying users soon. (WSJ $)2 A child has died from a measles complication in Los AngelesThey had contracted the virus before they were old enough to be vaccinated. (Ars Technica)+ Infants are best protected by community immunity. (LA Times $)+ They’d originally recovered from measles before developing the condition. (CNN)+ Why childhood vaccines are a public health success story. (MIT Technology Review) 3 Ukrainian drone attacks triggered internet blackouts in RussiaThe Kremlin cut internet access in a bid to thwart the mobile-guided drones. (FT $)+ The UK is poised to mass-produce drones to aid Ukraine. (Sky News)+ On the ground in Ukraine’s largest Starlink repair shop. (MIT Technology Review) 4 Demis Hasabis says AI may slash drug discovery time to under a yearOr perhaps even faster. (Bloomberg $)+ But there’s good reason to be skeptical of that claim. (FT $)+ An AI-driven “factory of drugs” claims to have hit a big milestone. (MIT Technology Review) 5 How chatbots alter how we thinkWe shouldn’t outsource our critical thinking to them. (Undark)+ AI companies have stopped warning you that their chatbots aren’t doctors. (MIT Technology Review) 6 Fraudsters are threatening small businesses with one-star reviewsOnline reviews can make or break fledgling enterprises, and scammers know it. (NYT $) 7 Why humanoid robots aren’t taking off any time soonThe industry has a major hype problem. (IEEE Spectrum)+ Chinese tech giant Ant Group showed off its own humanoid machine. (The Verge)+ Why the humanoid workforce is running late. (MIT Technology Review) 8 Encyclopedia Britannica and Merriam-Webster are suing PerplexityIn yet another case of alleged copyright infringement. (Reuters)+ What comes next for AI copyright lawsuits? (MIT Technology Review) 9 Where we’re most likely to find extraterrestrial life in the next decadeWarning: Hollywood may have given us unrealistic expectations. (BBC)10 Want to build a trillion-dollar company?Then kiss your social life goodbye. (WSJ $) Quote of the day “Nooooo I’m going to have to use my brain again and write 100% of my code like a caveman from December 2024.” —A Hacker News commenter jokes about a service outage that left Anthropic users unable to access its AI coding tools, Ars Technica reports. One more thing What Africa needs to do to become a major AI playerAfrica is still early in the process of adopting AI technologies. But researchers say the continent is uniquely hospitable to it for several reasons, including a relatively young and increasingly well-educated population, a rapidly growing ecosystem of AI startups, and lots of potential consumers.However, ambitious efforts to develop AI tools that answer the needs of Africans face numerous hurdles. Read our story to learn what they are, and how they could be overcome. —Abdullahi Tsanni We can still have nice things A place for comfort, fun and distraction to brighten up your day. (Got any ideas? Drop me a line or skeet ’em at me.)+ The fascinating, unexpected origins of everyone’s favorite pastime—karaoke.+ Why the Twilight juggernaut just refuses to die.+ If you’re among the mass of excited Hollow Knight fans, here’s a few tips to get through the early stages of the new Silksong game.+ A sloe gin bramble pie sounds like the perfect way to welcome fall.

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.

We can’t “make American children healthy again” without tackling the gun crisis

This week, the Trump administration released a strategy for improving the health and well-being of American children. The report was titled—you guessed it—Make Our Children Healthy Again. It suggests American children should be eating more healthily. And they should be getting more exercise.

But there’s a glaring omission. The leading cause of death for American children and teenagers isn’t ultraprocessed food or exposure to some chemical. It’s gun violence. 

This week’s news of yet more high-profile shootings at schools in the US throws this disconnect into even sharper relief. Experts believe it is time to treat gun violence in the US as what it is: a public health crisis. Read the full story.

—Jessica Hamzelou

This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here.

How do AI models generate videos?

It’s been a big year for video generation. In the last nine months OpenAI made Sora public, Google DeepMind launched Veo 3, and the video startup Runway launched Gen-4. All can produce video clips that are (almost) impossible to distinguish from actual filmed footage or CGI animation.

The downside is that creators are competing with AI slop, and social media feeds are filling up with faked news footage. Video generation also uses up a huge amount of energy, many times more than text or image generation.

With AI-generated videos everywhere, let’s take a moment to talk about the tech that makes them work. Read the full story.

—Will Douglas Heaven

This article is part of MIT Technology Review Explains, our series untangling the complex, messy world of technology to help you understand what’s coming next. You can read more from the series here.

Meet our 2025 Innovator of the Year: Sneha Goenka

Up to a quarter of children entering intensive care have undiagnosed genetic conditions. To be treated properly, they must first get diagnoses—which means having their genomes sequenced. This process typically takes up to seven weeks. Sadly, that’s often too slow to save a critically ill child.

Hospitals may soon have a faster option, thanks to a groundbreaking system built in part by Sneha Goenka, an assistant professor of electrical and computer engineering at Princeton—and MIT Technology Review’s 2025 Innovator of the Year. Read all about Goenka and her work in this profile.

—Helen Thomson

As well as our Innovator of the Year, Goenka is one of the biotech honorees on our 35 Innovators Under 35 list for 2025. Meet the rest of our biotech and materials science innovators, and the full list here

The must-reads

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.

1 OpenAI and Microsoft have agreed a revised deal
But haven’t actually revealed any details of said deal. (Axios)
+ The news comes as OpenAI keeps pursuing its for-profit pivot. (Ars Technica)
+ The world’s largest startup is going to need more paying users soon. (WSJ $)

2 A child has died from a measles complication in Los Angeles
They had contracted the virus before they were old enough to be vaccinated. (Ars Technica)
+ Infants are best protected by community immunity. (LA Times $)
+ They’d originally recovered from measles before developing the condition. (CNN)
+ Why childhood vaccines are a public health success story. (MIT Technology Review)

3 Ukrainian drone attacks triggered internet blackouts in Russia
The Kremlin cut internet access in a bid to thwart the mobile-guided drones. (FT $)
+ The UK is poised to mass-produce drones to aid Ukraine. (Sky News)
+ On the ground in Ukraine’s largest Starlink repair shop. (MIT Technology Review)

4 Demis Hasabis says AI may slash drug discovery time to under a year
Or perhaps even faster. (Bloomberg $)
+ But there’s good reason to be skeptical of that claim. (FT $)
+ An AI-driven “factory of drugs” claims to have hit a big milestone. (MIT Technology Review)

5 How chatbots alter how we think
We shouldn’t outsource our critical thinking to them. (Undark)
+ AI companies have stopped warning you that their chatbots aren’t doctors. (MIT Technology Review)

6 Fraudsters are threatening small businesses with one-star reviews
Online reviews can make or break fledgling enterprises, and scammers know it. (NYT $)

7 Why humanoid robots aren’t taking off any time soon
The industry has a major hype problem. (IEEE Spectrum)
+ Chinese tech giant Ant Group showed off its own humanoid machine. (The Verge)
+ Why the humanoid workforce is running late. (MIT Technology Review)

8 Encyclopedia Britannica and Merriam-Webster are suing Perplexity
In yet another case of alleged copyright infringement. (Reuters)
+ What comes next for AI copyright lawsuits? (MIT Technology Review)

9 Where we’re most likely to find extraterrestrial life in the next decade
Warning: Hollywood may have given us unrealistic expectations. (BBC)

10 Want to build a trillion-dollar company?
Then kiss your social life goodbye. (WSJ $)

Quote of the day

“Nooooo I’m going to have to use my brain again and write 100% of my code like a caveman from December 2024.”

—A Hacker News commenter jokes about a service outage that left Anthropic users unable to access its AI coding tools, Ars Technica reports.

One more thing


What Africa needs to do to become a major AI player

Africa is still early in the process of adopting AI technologies. But researchers say the continent is uniquely hospitable to it for several reasons, including a relatively young and increasingly well-educated population, a rapidly growing ecosystem of AI startups, and lots of potential consumers.

However, ambitious efforts to develop AI tools that answer the needs of Africans face numerous hurdles. Read our story to learn what they are, and how they could be overcome.

—Abdullahi Tsanni

We can still have nice things

A place for comfort, fun and distraction to brighten up your day. (Got any ideas? Drop me a line or skeet ’em at me.)

+ The fascinating, unexpected origins of everyone’s favorite pastime—karaoke.
+ Why the Twilight juggernaut just refuses to die.
+ If you’re among the mass of excited Hollow Knight fans, here’s a few tips to get through the early stages of the new Silksong game.
+ A sloe gin bramble pie sounds like the perfect way to welcome fall.

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Practical quantum computers are over a decade away, says NEC

A practical, commercial quantum computer is over a decade away, executives at Japanese IT services company NEC are reported as saying. That’s why, according to Japanese news publication The Mainichi, company has pulled the plug on its plans to develop a quantum computer — although it will still continue research

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Huawei aims to deliver faster AI chips, faster

Huawei is accelerating its AI chips development, bringing forward the release of the next two models in the family powering its AI computing clusters by three to nine months. Its Ascend 960 chip family is a major component of supercomputing portfolio. It now plans to release the Ascend 960DT in

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Oil prices retreat as Middle East supply concerns ease amid diplomatic talks

Oil prices fell on Monday, Sept.21, with Brent extending its retreat from recent highs, as recovering Saudi crude exports and hopes for renewed US-Iran diplomacy eased fears of an immediate Middle East supply crunch. Brent crude futures and US West Texas Intermediate (WTI) crude dipped below $100/bbl to their lowest since Sept. 9. The move extends a four-session retreat from the recent surge in crude prices as traders reassess how severely regional conflict is constraining physical oil flows. Despite the continued uncertainty in the Middle East, news of a major rebound in Saudi crude oil exports in September weighed on prices. Saudi Arabia has increased shipments through the Strait of Hormuz to compensate for disruptions to its East-West pipeline following Houthi attacks on Saudi energy infrastructure. Saudi crude flows through the strait have averaged roughly 2.9 million b/d over the past 6 days, compared with about 700,000 b/d in August, according to satellite data cited by JPMorgan analysts. US Central Command Commander Admiral Brad Cooper confirmed on Sept.19 that, thanks to US naval escorts and mine-clearance efforts, oil and LNG shipments through the Strait of Hormuz in the past 2 weeks reached the highest level in 6 months. The recovery in Gulf exports has helped ease fears that attacks on Saudi infrastructure would translate into a prolonged loss of barrels from the global market. Meanwhile, investors are closely monitoring signs of potential diplomatic progress between Washington and Tehran during this week’s UN General Assembly. US President Donald Trump has expressed a willingness to meet with Iranian President Masoud Pezeshkian, while Iran has reportedly conveyed the conditions for resuming negotiations. Expectations that talks could eventually reduce regional tensions have removed some of the geopolitical risk premium that pushed crude prices higher earlier this month. Still, physical oil markets remain strained. Middle Eastern producers

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Trump Administration Moves to Keep Indiana Coal Plants Operating to Support Grid Reliability

WASHINGTON—U.S. Secretary of Energy Chris Wright issued emergency orders to keep two Indiana coal plants operational to ensure Americans in the Midwest region of the United States have continued access to affordable, reliable, and secure electricity. The orders direct the Northern Indiana Public Service Company (NIPSCO), CenterPoint Energy, and the Midcontinent Independent System Operator, Inc. (MISO) to take all measures necessary to ensure specified generation units at both the R.M. Schahfer and F.B. Culley generating stations in Indiana are available to operate. Certain generation units at these coal plants were scheduled to shut down at the end of 2025.  The orders will minimize the risk of unnecessary blackouts for the American people. Since the U.S. Department of Energy’s (DOE) original orders were issued on December 23, 2025, the Schahfer and Culley coal plants have proven critical to MISO’s operations, operating during periods of high energy demand and low levels of intermittent energy production, including during Winter Storm Fern.   “Forcing reliable, dispatchable coal generation off the grid would compromise energy reliability and needlessly raises energy costs for Americans,” said Energy Secretary Wright. “Midwestern families should not be forced to pay the price for the misguided energy subtraction policies of the past. They deserve affordable, reliable, and secure energy, regardless of the wind blowing or the sun shining.” Thanks to President Trump’s leadership, coal generating plants across the country are being saved from premature retirement. For example, in 2025, more than 17 gigawatts of coal power electricity generation were saved from going offline.  The availability of R.M. Schahfer and F.B. Culley generating stations to operate will continue to be an asset to maintain reliability in the MISO region and is necessary to address elevated reliability risks in that region during extreme weather and reduce the risk of power outages that could threaten public health and safety. As

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Energy Secretary Secures Carolinas’ Grid Amidst Hot Weather Conditions

WASHINGTON—The U.S. Department of Energy (DOE) issued an emergency order to mitigate the risk of blackouts in the Carolinas amid hot weather conditions. Issued pursuant to Section 202(c) of the Federal Power Act, the order authorizes Duke Energy Carolinas, LLC (Duke) to dispatch specified resources and to order their operation as needed to maintain reliability. The order also authorizes Duke, in collaboration with its Transmission Owners, to direct backup generation resources to operate as a last resort before declaring an Energy Emergency Alert (EEA) 3 or during an EEA 3. This order was issued pursuant to an application from Duke submitted on September 18, 2026. “Today’s order will help secure reliable electricity access for millions of American families and businesses across North and South Carolina by making additional power generation, including backup power, available to use as needed,” said U.S. Secretary of Energy Chris Wright. “It should come as no surprise that during the end of summer and early fall, there are fewer hours of daylight—and therefore, less power generation from solar power. The North American Electric Reliability Corporation and others have warned of the potential dangers late summer temperature spikes can pose to the grid when leaders prematurely retire reliable power sources. While past leaders’ energy subtraction policies have made the grid more vulnerable to blackouts when the sun doesn’t shine or the wind doesn’t blow, this administration remains committed to using every available tool to prevent blackouts.”  DOE estimates more than 35 GW of unused backup generation remains available nationwide.  The order is in effect upon issuance on September 18, 2026, through September 21, 2026. 

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Enbridge launches open season for West Texas Express natural gas pipeline

Enbridge has launched a non-binding open season for its proposed 2-bcfd West Texas Express (WTX) natural gas pipeline project, designed to transport Permian basin supply west from the Waha area to markets in and around El Paso, Tex. The proposed project responds to growing demand for reliable natural gas supplies from proposed power generation, utilities, generators, and industrial customers such as data centers across west Texas and downstream markets in Mexico, New Mexico, and Arizona, Enbridge said. WTX is currently expected to include more than 150 miles of new 42-in. OD pipeline. The project could also include laterals serving Hudspeth County, Tex., and delivery points at the US-Mexico border. Enbridge said WTX can be designed to connect with existing pipeline infrastructure based on customer requirements identified through the open season. Final capacity, routing, receipt and delivery points, and system design will be informed by market interest. Subject to securing sufficient commercial support and obtaining required approvals, Enbridge is targeting a fourth-quarter 2029 in-service date. The open season will close at 5 p.m. CDT, Sept. 25, 2026. Enbridge last week agreed to acquire Tallgrass Energy LP’s crude oil business for $2.55 billion in cash.

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Editorial: Let’s make a deal

The Trump administration announced Aug. 28, 2026, that the US and Venezuela had agreed to give the US majority control over development of more than 65 billion bbl of Venezuelan proven oil reserves. The agreement presents an extraordinary opportunity to the US oil industry, but also a great deal of risk, at least some of which should seem familiar. Before private capital follows Washington into Venezuela, the industry needs answers to some fundamental questions about the deal’s legal durability, political risk, commercial structure, and ultimate purpose. The agreement covers 17 fields and roughly 20% of Venezuela’s proved reserves. Development would be led by Barbados-based North American Blue Energy Partners (NABEP)—controlled by Venezuelan businessman Alejandro Betancourt López—under what the White House described as a 100-year concession. It’s a huge deal. But its timeline alone stretches credulity. A typical international concession agreement would last for 20-30 years, a term consistent with both in-country media reports and outside analysis. As noted by the Center for Strategic & International Studies, Venezuela’s Organic Hydrocarbon Law, passed in January 2026 after Nicolás Maduro’s ouster, only allows “production participation contracts” to private companies, not concessions of any duration.1 Venezuela’s constitution also creates questions about the agreement. Article 150 requires National Assembly approval of “public interest” contracts to entities based outside Venezuela while Article 302 reserves the petroleum industry to the State. Beyond the deal itself Looking beyond legal and structural technicalities, large questions remain regarding both stable governance in Venezuela and the viability of any agreements struck in its absence. There has been no meaningful progress toward establishing a functional democracy in Venezuela since the US captured Maduro. Both Acting President (and former VP) Delcy Rodríguez and Betancourt owe much of their political and personal fortunes to Maduro and his predecessor, Hugo Chávez. Rodríguez has done a

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US sanctions bill targets Russian energy but gives Trump broad discretion

US President Donald Trump is poised to sign legislation aimed at increasing economic pressure on Russia over its war in Ukraine by targeting Russian oil and gas revenues and countries that continue to buy Russian energy. While the measure mandates broad sanctions, it gives Trump wide discretion over implementation, including which countries face tariffs, the tariff rates imposed, and whether sanctions provisions are waived. The Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, named for the late South Carolina senator who championed the legislation, passed the House Sept. 16 by a vote of 262-159 after clearing the Senate 86-11 in August. The measure now awaits Trump’s signature. The White House has said the administration supports the legislation and would recommend that Trump sign it into law. The legislation directs the president to impose broad sanctions and tariff measures targeting Russian energy exports and countries that facilitate sanctions evasion. However, Trump “may waive the application” of sanctions provisions, restrictions, or duties if he certifies to Congress that doing so is “in the national interest of the United States” and explains the basis for the decision. While the law mandates sanctions, it leaves key implementation decisions to the administration. Tariff provisions Within 30 days of enactment, the act requires the president to impose duties of up to 100% on goods imported from countries that fall within specified categories involving Russian oil and gas purchases or sanctions evasion. The covered countries include those among the five largest importers of Russian-origin crude oil or natural gas by total volume during the 12 months preceding enactment, as well as countries that meet separate criteria for facilitating Russian sanctions evasion. The administration must reassess those countries every 180 days. A country is exempt from the gas-related duties if its Russian gas imports accounted for

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Data Centre West 2026: Alberta Moves From Data Center Ambition to Execution

Firm Power Is an Architecture That brought the morning back to its recurring problem: What counts as available power? During the “Solving for Power” panel, moderator Lillian Kasa of Metlen Energy & Metals argued that data centers cannot operate on announcements. They need reliable electricity delivered on a schedule and backed by a commercial structure that can be financed. Margarita Patria of Charles River Associates made the distinction even sharper. Firm power is not merely generation. It is generation, transmission and fuel availability working together. Todd Detling of FortisAlberta added an important Alberta-specific qualification. Despite perceptions that the province had substantial transmission capacity available for new development, FortisAlberta is encountering constraints, particularly around the Edmonton and Calgary fringes. At the distribution level, the demand is already material. Detling said FortisAlberta has connected nearly 80 MW of data center load over the past several years, has approximately another 80 MW in the build queue, and has received roughly 300 MW in additional requests. Those smaller increments matter in a market dominated rhetorically by gigawatt announcements. They are another indication that developers are searching for power pathways they can execute now. AI Is Not Just a Bigger Load Tesla’s Sean Jones added another technical wrinkle: AI training loads can change extremely quickly. Data center power planning traditionally focuses heavily on annual consumption, peak demand and hourly load. GPU clusters can create significant changes at the second or even sub-second level. Jones described AI training demand falling from full load to around 30% in less than a second. That kind of movement can be difficult for onsite turbines and reciprocating generators to follow and potentially disruptive to the grid. Battery energy storage is therefore taking on a different role. The familiar data center battery story is backup power. The emerging AI story is

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Local AI is getting small enough to make every app multilingual

On-device translation used to mean a separate model for every language you wanted to support. English to French, English to German, and so on. However, that becomes unsustainable at a global scale when you’re talking about thousands of possible language pairs. Add to that the fact that most developers have to either send translation requests to the cloud to get fast, accurate results, or keep it local with restricted language support. Tether’s AI Research team has developed a family of multilingual translation models, TranslatePsy-EuroNano, that each support nine European languages, with deployment built around a pair of multilingual models rather than separate bilingual models for every language pair. What makes this possible Supporting a full European market on-device has previously meant bundling dozens of separate model files, but this is impractical for mobile apps and those building them. Tether AI’s multilingual open‑source edge translation models set the standard for efficiency, quality, and speed. For developers, the possibilities are endless. Using English as a pivot, the models remain comparable to Mozilla Firefox’s Bergamot-based translation system while dramatically reducing the size of on-device translation. At its smallest tier, Tether’s deployment is 17.6 times smaller while maintaining comparable translation quality. Tether’s deployment takes up 36MB to 89MB, depending on the tier you use. By comparison, the equivalent Firefox setup requires 18 separate bilingual models totaling 633MB to provide the same language coverage. The models are small enough to run efficiently on edge devices while supporting nine European languages from a single multilingual deployment, making multilingual experiences practical for a much wider range of software. Potential applications include travel and navigation apps, educational platforms that present lessons and resources on-device. The models are also designed for academics and researchers. Because the weights are openly available, researchers can fine-tune them for specialized domains, like customer

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AI Infrastructure Is Redrawing the Data Center Services Landscape

For gigawatt-scale AI developments, the developer may be involved with substations, transmission interconnections, generation plants, batteries or other behind-the-meter infrastructure long before servers arrive. Solaris now describes its overall portfolio as including generation, distribution, installation and commissioning, aftermarket support, and operations and maintenance. The arrival of companies with roots in energy and heavy industrial services suggests that the data center supplier base itself is changing as projects begin to resemble large industrial infrastructure developments. The Pattern Extends Across the Services Stack The transactions involving T5, Limbach, JK Technology Services and Solaris are hardly isolated. A wider wave of acquisitions and partnerships is pushing equipment manufacturers, contractors, engineering firms and specialist service providers toward broader roles across the data center lifecycle. Vertiv provided perhaps the clearest parallel in September, announcing an agreement to acquire UtilityInnovation Group for approximately $1.45 billion in cash, with additional consideration tied to performance. UIG brings microgrid controls, onsite-generation orchestration, specialized switchgear and behind-the-meter power architecture. The deal also extends a broader 2026 acquisition push by Vertiv that has added liquid-cooling specialist Strategic Thermal Labs, chiller manufacturer ThermoKey and prefabricated infrastructure provider Bmarko as the company builds out more of the AI data center infrastructure stack. Vertiv described the move as extending its portfolio upstream from the critical power and cooling systems inside the facility toward the grid interconnection and onsite generation itself — effectively creating a path from power source to chip. Days later, Flex announced a $4.4 billion agreement to acquire EPC Power, adding grid-forming and power-conversion technology designed for data centers, utility-scale energy storage and microgrids. EPC Power’s platform includes rectifiers and DC-DC conversion for emerging 800-volt data center architectures, with solid-state transformer development also planned. The company says it has more than 15 GW deployed across 62 countries and expects its annual U.S.

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From Announcements to Delivery: What Separates Real AI Data Center Projects From the Rest

The AI infrastructure market has become very good at announcing gigawatts. Delivering them is another matter. That distinction framed one of the closing sessions of Day 1 at the Data Center Frontier Trends Summit 2026 (Aug. 4-6), where Sean Farney, vice president of data center strategy at JLL and a member of the Data Center Frontier Editorial Advisory Board, moderated a discussion on why some AI data center projects advance from concept to construction while others remain little more than ambitious site plans. Farney was joined by Lawrence Vo, vice president of M&A and capex at Csquare; John Day, chief commercial officer at CleanArc Data Centers; Justin Loth, executive director of power development at Provident Data Centers; and Roshan Shah, co-founder and CEO of Decimal Digital. The question Farney put before the group was straightforward: amid a market moving at what he called “the speed of light,” what separates the developers that actually get projects done from those that do not? The answers repeatedly came back to the same point. In the current market, land, capital and an announcement are no longer enough. Developers have to prove that power is deliverable, infrastructure is ready, regulatory processes are moving, communities are receptive, talent is available and the commercial model can withstand changing conditions. A Gigawatt on Paper Is Not a Gigawatt of Capacity For Loth, who spent roughly 15 years on the utility side before joining Provident, the scale of current data center proposals alone should force the industry to think differently about what constitutes a credible project. Before the hyperscale and AI expansion, he noted, gigawatts were a measure more commonly associated with cities than individual loads. “A 3.5 gigawatt campus,” Loth said, is roughly equivalent to the native load of Austin or San Antonio. That scale makes the distinction

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The Future of Data Centers: Biomimicry and Community-Centric Design

As a result, Microsoft has said six additional data centers planned in the region are being designed around biomimicry principles rather than treating landscaping as something added after the engineering work is finished. The change, from landscaping as decoration to ecology as a design input, is now being applied elsewhere. There is already a significant US example, set in Mecklenburg County, Virginia, where Microsoft originally announced the Chase City Conservancy in 2022, as part of a data center development south of Chase City. The completed project, which opened in April 2025, protects more than 230 acres from development. It includes more than eight acres of wetlands, over 16,300 linear feet of restored streams, 185 acres of native pollinator habitat, more than 25,000 planted trees and over three miles of publicly accessible walking trails. Local environmental organizations helped shift the design away from what the company describes as a more conventional recreational area toward biodiversity and habitat conservation illustrating the community-engagement side of Microsoft’s model, which, given the current temperature of such relationships, can’t be understated. For data center developers, that may be as important as the ecological results. Community impact is no longer being evaluated on just tax revenue and jobs. Turning portions of a site into protected wetlands, forests, trails or habitat potentially creates a visible local benefit in ways that renewable-energy contracts hundreds of miles away cannot. Microsoft’s commitment to the local community has been led by their Community First AI Infrastructure Plan announced in January 2026. Wetlands in Wisconsin, Screening in Georgia At Microsoft’s massive Mount Pleasant, Wisconsin, AI data center development, the company is working with the Root-Pike Watershed Initiative Network on restoration projects involving wetlands, native prairie and forested riparian buffers. One element involves returning previously straightened streams to more natural, winding channels, improving aquatic

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Axelera Europa targets enterprise data centers with far more efficient AI

Software is still the gatekeeper Axelera In terms of software enablement, Axelera’s Voyager SDK spans its existing Metis products and the new Europa architecture, providing a common environment across embedded, edge and server deployments, with support for a multitude of computer vision models, LLMs, VLMs, diffusion models, speech and other AI workloads. To automate setup, Axelera’s Voyager Wingman uses natural-language prompts to help developers create or port inference pipelines, while AxeleraScript, or AxScript, provides a Python-enabled domain-specific language with lower-level AIPU control for custom operators and transformer models. This could prove every bit as important as Europa’s performance and efficiency. Enterprises already have models, development environments and application stacks. Extensive rewriting or specialized expertise adds development and operational costs that can quickly undermine savings on hardware and power.

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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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