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Tuning into the future of collaboration 

In partnership withShure When work went remote, the sound of business changed. What began as a scramble to make home offices functional has evolved into a revolution in how people hear and are heard. From education to enterprises, companies across industries have reimagined what clear, reliable communication can mean in a hybrid world. For major audio and communications enterprises like Shure and Zoom, that transformation has been powered by artificial intelligence, new acoustic technologies, and a shared mission: making connection effortless.  Necessity during the pandemic accelerated years of innovation in months.   “Audio and video just working is a baseline for collaboration,” says chief ecosystem officer at Zoom, Brendan Ittelson. “That expectation has shifted from connecting people to enhancing productivity and creativity across the entire ecosystem.”   Audio is a foundation for trust, understanding, and collaboration. Poor sound quality can distort meaning and fatigue listeners, while crisp audio and intelligent processing can make digital interactions feel nearly as natural as in-person exchanges.  “If you think about the fundamental need here,” adds chief technology officer at Shure, Sam Sabet, “It’s the ability to amplify the audio and the information that’s really needed, and diminish the unwanted sounds and audio so that we can enhance that experience and make it seamless for people to communicate.”   For both Ittelson and Sabet, AI now sits at the center of this progress. For Shure, machine learning powers real-time noise suppression, adaptive beamforming, and spatial audio that tunes itself to a room’s acoustics. For Zoom, AI underpins every layer of its platform, from dynamic noise reduction to automated meeting summaries and intelligent assistants that anticipate user needs. These tools are transforming communication from reactive to proactive, enabling systems that understand intent, context, and emotion.  “Even if you’re not working from home and coming into the office, the types of spaces and environments you try to collaborate in today are constantly changing because our needs are constantly changing,” says Sabet. “Having software and algorithms that adapt seamlessly and self-optimize based on the acoustics of the room, based on the different layouts of the spaces where people collaborate in is instrumental.”  The future, they suggest, is one where technology fades into the background. As audio devices and AI companions learn to self-optimize, users won’t think about microphones or meeting links. Instead, they’ll simply connect. Both companies are now exploring agentic AI systems and advanced wireless solutions that promise to make collaboration seamless across spaces, whether in classrooms, conference rooms, or virtual environments yet to come.  “It’s about helping people focus on strategy and creativity instead of administrative busy work,” says Ittelson.  This episode of Business Lab is produced in partnership with Shure.  Full Transcript  Megan Tatum: From MIT Technology Review, I’m Megan Tatum and this is Business Lab, the show that helps business leaders make sense of new technologies coming out of the lab and into the marketplace.   This episode is produced in partnership with Shure.   Now as the pandemic ushered in the cultural shift that led to our increasingly virtual world, it also sparked a flurry of innovation in the audio and video industries to keep employees and customers connected and businesses running. Today we’re going to talk about the AI technologies behind those innovations, the impact on audio innovation, and the continuing emerging opportunities for further advances in audio capabilities.   Two words for you: elevated audio.   My guests today are Sam Sabet, chief technology officer at Shure, and Brendan Ittelson, chief ecosystem officer at Zoom.   Welcome Sam, welcome Brendan.  Sam Sabet: Thank you, Megan. It’s a pleasure to be here and I’m looking forward to this conversation with both you and Brendan. It should be a very exciting conversation.  Brendan Ittelson: Thank you so much for having me today. I’m looking forward to the conversation and all the topics we have to dive into on this area.  Megan: Fantastic. Lovely to have you both here. And Sam, just to set some context, I wonder if we could start with the pandemic and the innovation that really was born out of necessity. I mean, when it became clear that we were all going to be virtual for the foreseeable future, I wonder what was the first technological mission for Shure?  Sam: Yeah, very good question. The pandemic really accelerated a lot of innovation around virtual communications and fundamentally how we perform our everyday jobs remotely. One of our first technological mission when the pandemic happened and everybody ended up going home and performing their functions remotely was to make sure that people could continue to communicate effectively, whether that’s for business meetings, virtual events, or educational purposes. We focused on collaboration and enhancing collaboration tools. And ideally what we were aiming to do, or we focused on, was to basically improve the ease of use and configuration of audio tool sets.  Because unlike the office environment where it might be a lot more controlled, people are working from non-traditional areas like home offices or other makeshift solutions, we needed to make sure that people could still get pristine audio and that studio level audio even in uncontrolled environments that are not really made for that. We expedited development in our software solutions. We created tool sets that allowed for ease of deployment and remote configuration and management so we could enable people to continue doing the things they needed to do without having to worry about the underlying technology.  Megan: And Brendan, during that time, it seemed everyone became a Zoom user of some sort. I mean, what was the first mission at Zoom when virtual connection became this necessity for everyone?  Brendan: Well, our mission fundamentally didn’t change. It’s always been about delivering frictionless communications. What shifted was the urgency and the magnitude of what we were doing. Our focus shifted on how we do this reliably, securely, and to scale to ensure these millions of new users could connect instantly without friction. We really shifted our thinking of being just a business continuity tool to becoming a lifeline for so many individuals and industries. The stories that we heard across education, healthcare, and just general human connection, the number of those moments that matter to people that we were able to help facilitate just became so important. We really focused on how can we be there and make it frictionless so folks can focus on that human connection. And that accelerated our thinking in terms of innovation and reinforced the thought that we need to focus on the simplicity, accessibility, and trust in communication technology so that people could focus on that connection and not the technology that makes it possible.  Megan: That’s so true. It did really just become an absolute lifeline for people, didn’t it? And before we dive into the technologies beyond these emerging capabilities, I wonder if we could first talk about just the importance of clear audio. I mean, Sam, as much as we all worry over how we look on Zoom, is how we sound perhaps as or even more impactful?  Sam: Yeah, you’re absolutely correct. I mean, clear audio is absolutely critical for effective communications. Video quality is very important absolutely, but poor audio can really hinder understanding and engagement. As a matter of fact, there’s studies and research from areas such as Yale University that say that poor audio can make understanding somewhat more challenged and even affect retention of information. Especially in an educational type environment where there’s a lot of background noise and very differing types of spaces like auditoriums and lecture halls, it really becomes a high priority that you have great audio quality. And during the pandemic, as you said, and as Brendan rightly said, it became one of our highest priorities to focus on technologies like beamforming mics and ways to focus on the speaker’s voice and minimize that unwanted background noise so that we could ensure that the communication was efficient, was well understood, and that it removed the distraction so people could be able to actually communicate and retain the information that was being shared.  Megan: It is incredible just how impactful audio can be, can’t it? Brendan, I mean as you said, remote and hybrid collaboration is part of Zoom’s DNA. What observations can you share about how users have grown along with the technological advancements and maybe how their expectations have grown as well?  Brendan: Definitely. I mean, users now expect seamless and intelligent experiences. Audio and video just working is a baseline for collaboration. That expectation has shifted from connecting people to enhancing productivity and creativity across the entire ecosystem. When we look at it, we’re really looking at these trends in terms of how people want to be better when they’re at home. For example, AI-powered tools like Smart Summaries, translation and noise suppression to help people stay productive and connected no matter where they’re working. But then this also comes into play at the office. We’re starting to see folks that dive into our technology like Intelligent Director and Smart Name Tags that create that meeting equity even when they’re in a conference room.  So, the remote experience and the room experience all are similar and create that same ability to be seen, heard, and contribute. And we’re now diving further into this that it’s beyond just meetings. Zoom is really transforming into an AI-first work platform that’s focused on human connection. And so that goes beyond the meetings into things like Chat, Zoom Docs, Zoom Events and Webinars, the Zoom Contact Center and more. And all of this being brought together using our AI Companion at its core to help connect all of those different points of connection for individuals.  Megan: I mean, so Brendan, we know it wasn’t only workplaces that were affected by the pandemic, it was also the education sector that had to undergo a huge change. I wondered if you could talk a little bit about how Zoom has operated in that higher education sphere as well.  Brendan: Definitely. Education has always been a focus for Zoom and an area that we’ve believed in. Because education and learning is something as a company we value and so we have invested in that sector. And personally being the son of academics, it is always an area that I find fascinating. We continue to invest in terms of how do we make the classroom a stronger space? And especially now that the classroom has changed, where it can be in person, it can be virtual, it can be a mix. And using Zoom and its tools, we’re able to help bridge all those different scenarios to make learning accessible to students no matter their means.  That’s what truly excites us, is being able to have that technology that allows people to pursue their desires, their interests, and really up-level their pursuits and inspire more. We’re constantly investing in how to allow those messages to get out and to integrate in the flow of communication and collaboration that higher education uses, whether that’s being integrated into the classroom, into learning management systems, to make that a seamless flow so that students and their educators can just collaborate seamlessly. And also that we can support all the infrastructure and administration that helps make that possible.  Megan: Absolutely. Such an important thing. And Sam, Shure as well, could you talk to us a bit about how you worked in that kind of education space as well from an audio point of view?  Sam: Absolutely. Actually, this is a topic that’s near and dear to my heart because I’m actually an adjunct professor in my free time.  Megan: Oh, wow. Very impressive.  Sam: And the challenges of trying to do this sort of a hybrid lecture, if you will. And Shure has been particularly well suited for this environment and we’ve been focused on it and investing in technologies there for decades. If you think about how a lecture hall is structured, it’s a little different than just having a meeting around the conference table. And Shure has focused on creating products that allow this combination of a presenter scenario along with a meeting space plus the far end where users or students are remote, they can hear intelligibly what’s happening in the lecture hall, but they can also participate.  Between our products like the Ceiling Mic Arrays and our wireless microphones that are purpose built for presenters and educators like our MXW neXt product line, we’ve created technologies that allow those two previously separate worlds to integrate together. And then add that onto integrating with Zoom and other products that allow for that collaboration has been very instrumental. And again, being a user and providing those lectures, I can see a night and day difference and just how much more effective my lectures are today from where they were five to six years ago. And that’s all just made possible by all the technologies that are purpose built for these scenarios and integrating more with these powerful tools that just make the job so much more seamless.  Megan: Absolutely fascinating that you got to put the technology to use yourself as well to check that it was all working well. And you mentioned AI there, of course. I mean, Sam, what AI technologies have had the most significant impact on recent audio advancements too?  Sam: Yeah. Absolutely. If you think about the fundamental need here, it’s the ability to amplify the audio and the information that’s really needed and diminish the unwanted sounds and audio so that we can enhance that experience and make it seamless for people to communicate. With our innovations at Shure, we’ve leveraged the cutting-edge technologies to both enhance communication effectiveness and to align seamlessly with evolving features in unified communications like the ones that Brandon just mentioned in the Zoom platforms.   We partner with industry leaders like Zoom to ensure that we’re providing the ability to be able to focus on that needed audio and eliminate all the background distractions. AI has transformed that audio technology with things like machine learning algorithms that enable us to do more real-time audio processing and significantly enhancing things like noise reduction and speech isolation. Just to give you a simple example, our IntelliMix Room audio processing software that we’ve released as well as part of a complete room solution uses AI to optimize sound in different environments.  And really that’s one of the fundamental changes in this period, whether that’s pandemic or post-pandemic, is that the key is really flexibility and being able to adapt to changing work environments. Even if you’re not working from home and coming into the office, the types of spaces and environments you try to collaborate in today are constantly changing because our needs are constantly changing. And so having software and algorithms that adapt seamlessly and are able to self-optimize based on the acoustics of the room, based on the different layouts of the spaces where people collaborate in is instrumental.   And then last but not least, AI has transformed the way audio and video integrate. For example, we utilize voice recognition systems that integrate with intelligent cameras so that we enable voice tracking technology so that cameras can not only identify who’s speaking, but you have the ability to hear and see people clearly. And that in general just enhances the overall communication experience.  Megan: Wow. It’s just so much innovation in quite a short space of time really. I mean, Brendan, you mentioned AI a little bit there beforehand, but I wonder what other AI technologies have had the biggest impact as Zoom builds out its own emerging capabilities?  Brendan: Definitely. And I couldn’t agree more with Sam that, I mean, AI has made such a big shift and it’s really across the spectrum. And when I think about it, there’s almost three tiers when you look at the stack. You start off at the raw audio where AI is doing those things like noise suppression, echo cancellation, voice enhancements. All of that just makes this amazing audio signal that can then go into the next layer, which is the speech AI and natural language processing. Which starts to open up those items such as the real-time transcription, translation, searchable content to make the communication not just what’s heard, but making it more accessible to more individuals and inclusive by providing that content in a format that is best for them.  And then you take those two layers and put the generative and agentic AI on top of that, that can start surfacing insights, summarize the conversation, and even take actions on someone’s behalf. It really starts to change the way that people work and how they have access and allows them to connect. I think it is a huge shift and I’m very excited by how those three levels start to interact to really enable people to do more and to connect thanks to AI.  Megan: Yeah. Absolutely. So much rich information that can come out from a single call now because of those sorts of tools. And following on from that, Brendan, I mean, you mentioned before the Zoom AI Companion. I wondered if you could talk a bit about what were your top priorities when building that product to ensure it was truly useful for your customers?  Brendan: Definitely. When we developed AI Companion, we had two priority focus areas from day one, trust and security, and then accuracy and relevance. On the trust side, it was a non-negotiable that customer data wouldn’t be used to train our models. People need to know that their conversations and content are private and secure.  Megan: Of course.  Brendan: And then with accuracy, we needed to ensure AI outputs weren’t generic but grounded in the actual context of a meeting, a chat or a product. But the real story here when I think about AI Companion is the customer value that it delivers. AI Companion helps people save time with meeting recaps, task generation, and proactive prep for the next session. It reduces that friction in hybrid work, whether you’re in a meeting room, a Zoom room, or collaborating across different collaboration tools like Microsoft or Google. And it enables more equitable participation by surfacing the right context for everyone no matter where and how they’re working.   All this leads to a result where it’s practical, trustworthy, and embedded where work happens. And it’s just not another tool to manage, it’s there in someone’s flow of work to help them along the way.  Megan: Yeah. That trust piece is just so important, isn’t it, today? And Sam, as much as AI has impacted audio innovation, audio has also had an impact on AI capabilities. I wondered if you could talk a little bit about audio as a data input and the advancements technologies like large language models, LLMs, are enabling.  Sam: Absolutely. Audio is really a rich data source that’s added a new dimension to AI capabilities. If you think about speech recognition or natural language processing, they’ve had significant advances due to audio data that’s provided for them. And to Brendan’s point about trust and accuracy, I like to think of the products that Shure enables customers with as essentially the eyes and ears in the room for leading AI companions just like the Zoom AI Companion. You really need that pristine audio input to be able to trust the accuracy of what the AI generates. These AI Companions have been very instrumental in the way we do business every day. I mean, between transcription, speaker attributions, the ability to add action items within a meeting and be able to track what’s happening in our interactions, all of that really has to rely on that accurate and pristine input from audio into the AI. I feel that further improves the trust that our end users have to the results of AI and be able to leverage it more.   If you think about it, if you look at how AI audio inputs enhance that interactive AI system, it enables more natural and intuitive interactions with AI. And it really allows for that seamless integration and the ability for users to use it without having to worry about, is the room set up correctly? Is the audio level proper? And when we talk even about agentic AI, we’re working on future developments where systems can self-heal or detect that there are issues in the environment so that they can autocorrect and adapt in all these different environments and further enable the AI to be able to do a much more effective job, if you will.  Megan: Sam, you touched on future developments there. I wonder if we could close our conversation today with a bit of a future forward look, if we could. Brendan, can you share innovations that Zoom is working on now and what are you most excited to see come to fruition?  Brendan: Well, your timing for this question is absolutely perfect because we’ve just wrapped up Zoomtopia 2025.  Megan: Oh, wow.  Brendan: And this is where we discussed a lot of the new AI innovations that we have coming to Zoom. Starting off, there’s AI Companion 3.0. And we’ve launched this next generation of agentic AI capabilities in Zoom Workplace. And with 3.0 when it releases, it isn’t just about transcribing, it’s turned into really a platform that helps you with follow-up task, prep for your next conversation, and even proactively suggest how to free up your time. For example, AI Companion can help you schedule meetings intelligently across time zones, suggest which meetings you can skip, and still stay informed and even prepare you with context and insights before you walk into the conversation. It’s about helping people focus on strategy and creativity instead of administrative busy work. And for hybrid work specifically, we introduced Zoomie Group Assistant, which will be a big leap for hybrid collaboration.  Acting as an assistant for a group chat and meetings, you can simply ask, “@Zoomie, what’s the latest update on the project?” Or “@Zoomie, what are the team’s action items?” And then get instant answers. Or because we’re talking about audio here, you can go into a conference room and say, “Hey, Zoomie,” and get help with things like checking into a room, adjusting lights, temperature, or even sharing your screen. And while all these are built-in features, we’re also expanding the platform to allow custom AI agents through our AI Studio, so organizations can bring their own agents or integrate with third-party ones.   Zoom has always believed in an open platform and philosophy and that is continuing. Folks using AI Companion 3.0 will be able to use agents across platforms to work with the workflows that they have across all the different SaaS vendors that they might have in their environment, whether that’s Google, Microsoft, ServiceNow, Cisco, and so many other tools.  Megan: Fantastic. It certainly sounds like a tool I could use in my work, so I look forward to hearing more about that. And Sam, we’ve touched on there are so many exciting things happening in audio too. What are you working on at Shure? And what are you most excited to see come to fruition?  Sam: At Shure, our engineering teams are really working on a range of exciting projects, but particularly we’re working on developing new collaboration solutions that are integral for IT end users. And these integrate obviously with the leading UC platforms.   We’re integrating audio and video technologies that are scalable, reliable solutions. And we want to be able to seamlessly connect these to cloud services so that we can leverage both AI technologies and the tool sets available to optimize every type of workspace essentially. Not just meeting rooms, but lecture halls, work from home scenarios, et cetera.   The other area that we really focus on in terms of our reliability and quality really comes from our DNA in the pro audio world. And that’s really all-around wireless audio technologies. We’re developing our next-generation wireless systems and these are going to offer even greater reliability and range. And they really become ideal for everything from a large-scale event to personal home use and the gamut across that whole spectrum. And I think all of that in partnership with our partners like Zoom will help just facilitate the modern workspace.  Megan: Absolutely. So much exciting innovation clearly going on behind the scenes. Thank you both so much.   That was Sam Sabet, chief technology officer at Shure, and Brendan Ittelson, chief ecosystem officer at Zoom, whom I spoke with from Brighton in England.   That’s it for this episode of Business Lab. I’m your host, Megan Tatum. I’m a contributing editor at Insights, the custom publishing division of MIT Technology Review. We were founded in 1899 at the Massachusetts Institute of Technology and you can find us in print on the web and at events each year around the world. For more information about us and the show, please check out our website at technologyreview.com.   This show is available wherever you get your podcasts. And if you enjoyed this episode, we hope you’ll take a moment to rate and review us. Business Lab is a production of MIT Technology Review and this episode was produced by Giro Studios. Thanks for listening. 

In partnership withShure

When work went remote, the sound of business changed. What began as a scramble to make home offices functional has evolved into a revolution in how people hear and are heard. From education to enterprises, companies across industries have reimagined what clear, reliable communication can mean in a hybrid world. For major audio and communications enterprises like Shure and Zoom, that transformation has been powered by artificial intelligence, new acoustic technologies, and a shared mission: making connection effortless. 

Necessity during the pandemic accelerated years of innovation in months.  

“Audio and video just working is a baseline for collaboration,” says chief ecosystem officer at Zoom, Brendan Ittelson. “That expectation has shifted from connecting people to enhancing productivity and creativity across the entire ecosystem.”  

Audio is a foundation for trust, understanding, and collaboration. Poor sound quality can distort meaning and fatigue listeners, while crisp audio and intelligent processing can make digital interactions feel nearly as natural as in-person exchanges. 

“If you think about the fundamental need here,” adds chief technology officer at Shure, Sam Sabet, “It’s the ability to amplify the audio and the information that’s really needed, and diminish the unwanted sounds and audio so that we can enhance that experience and make it seamless for people to communicate.”  

For both Ittelson and Sabet, AI now sits at the center of this progress. For Shure, machine learning powers real-time noise suppression, adaptive beamforming, and spatial audio that tunes itself to a room’s acoustics. For Zoom, AI underpins every layer of its platform, from dynamic noise reduction to automated meeting summaries and intelligent assistants that anticipate user needs. These tools are transforming communication from reactive to proactive, enabling systems that understand intent, context, and emotion. 

“Even if you’re not working from home and coming into the office, the types of spaces and environments you try to collaborate in today are constantly changing because our needs are constantly changing,” says Sabet. “Having software and algorithms that adapt seamlessly and self-optimize based on the acoustics of the room, based on the different layouts of the spaces where people collaborate in is instrumental.” 

The future, they suggest, is one where technology fades into the background. As audio devices and AI companions learn to self-optimize, users won’t think about microphones or meeting links. Instead, they’ll simply connect. Both companies are now exploring agentic AI systems and advanced wireless solutions that promise to make collaboration seamless across spaces, whether in classrooms, conference rooms, or virtual environments yet to come. 

“It’s about helping people focus on strategy and creativity instead of administrative busy work,” says Ittelson. 

This episode of Business Lab is produced in partnership with Shure. 

Full Transcript 

Megan Tatum: From MIT Technology Review, I’m Megan Tatum and this is Business Lab, the show that helps business leaders make sense of new technologies coming out of the lab and into the marketplace.  

This episode is produced in partnership with Shure.  

Now as the pandemic ushered in the cultural shift that led to our increasingly virtual world, it also sparked a flurry of innovation in the audio and video industries to keep employees and customers connected and businesses running. Today we’re going to talk about the AI technologies behind those innovations, the impact on audio innovation, and the continuing emerging opportunities for further advances in audio capabilities.  

Two words for you: elevated audio.  

My guests today are Sam Sabet, chief technology officer at Shure, and Brendan Ittelson, chief ecosystem officer at Zoom.  

Welcome Sam, welcome Brendan. 

Sam Sabet: Thank you, Megan. It’s a pleasure to be here and I’m looking forward to this conversation with both you and Brendan. It should be a very exciting conversation. 

Brendan Ittelson: Thank you so much for having me today. I’m looking forward to the conversation and all the topics we have to dive into on this area. 

Megan: Fantastic. Lovely to have you both here. And Sam, just to set some context, I wonder if we could start with the pandemic and the innovation that really was born out of necessity. I mean, when it became clear that we were all going to be virtual for the foreseeable future, I wonder what was the first technological mission for Shure? 

Sam: Yeah, very good question. The pandemic really accelerated a lot of innovation around virtual communications and fundamentally how we perform our everyday jobs remotely. One of our first technological mission when the pandemic happened and everybody ended up going home and performing their functions remotely was to make sure that people could continue to communicate effectively, whether that’s for business meetings, virtual events, or educational purposes. We focused on collaboration and enhancing collaboration tools. And ideally what we were aiming to do, or we focused on, was to basically improve the ease of use and configuration of audio tool sets. 

Because unlike the office environment where it might be a lot more controlled, people are working from non-traditional areas like home offices or other makeshift solutions, we needed to make sure that people could still get pristine audio and that studio level audio even in uncontrolled environments that are not really made for that. We expedited development in our software solutions. We created tool sets that allowed for ease of deployment and remote configuration and management so we could enable people to continue doing the things they needed to do without having to worry about the underlying technology. 

Megan: And Brendan, during that time, it seemed everyone became a Zoom user of some sort. I mean, what was the first mission at Zoom when virtual connection became this necessity for everyone? 

Brendan: Well, our mission fundamentally didn’t change. It’s always been about delivering frictionless communications. What shifted was the urgency and the magnitude of what we were doing. Our focus shifted on how we do this reliably, securely, and to scale to ensure these millions of new users could connect instantly without friction. We really shifted our thinking of being just a business continuity tool to becoming a lifeline for so many individuals and industries. The stories that we heard across education, healthcare, and just general human connection, the number of those moments that matter to people that we were able to help facilitate just became so important. We really focused on how can we be there and make it frictionless so folks can focus on that human connection. And that accelerated our thinking in terms of innovation and reinforced the thought that we need to focus on the simplicity, accessibility, and trust in communication technology so that people could focus on that connection and not the technology that makes it possible. 

Megan: That’s so true. It did really just become an absolute lifeline for people, didn’t it? And before we dive into the technologies beyond these emerging capabilities, I wonder if we could first talk about just the importance of clear audio. I mean, Sam, as much as we all worry over how we look on Zoom, is how we sound perhaps as or even more impactful? 

Sam: Yeah, you’re absolutely correct. I mean, clear audio is absolutely critical for effective communications. Video quality is very important absolutely, but poor audio can really hinder understanding and engagement. As a matter of fact, there’s studies and research from areas such as Yale University that say that poor audio can make understanding somewhat more challenged and even affect retention of information. Especially in an educational type environment where there’s a lot of background noise and very differing types of spaces like auditoriums and lecture halls, it really becomes a high priority that you have great audio quality. And during the pandemic, as you said, and as Brendan rightly said, it became one of our highest priorities to focus on technologies like beamforming mics and ways to focus on the speaker’s voice and minimize that unwanted background noise so that we could ensure that the communication was efficient, was well understood, and that it removed the distraction so people could be able to actually communicate and retain the information that was being shared. 

Megan: It is incredible just how impactful audio can be, can’t it? Brendan, I mean as you said, remote and hybrid collaboration is part of Zoom’s DNA. What observations can you share about how users have grown along with the technological advancements and maybe how their expectations have grown as well? 

Brendan: Definitely. I mean, users now expect seamless and intelligent experiences. Audio and video just working is a baseline for collaboration. That expectation has shifted from connecting people to enhancing productivity and creativity across the entire ecosystem. When we look at it, we’re really looking at these trends in terms of how people want to be better when they’re at home. For example, AI-powered tools like Smart Summaries, translation and noise suppression to help people stay productive and connected no matter where they’re working. But then this also comes into play at the office. We’re starting to see folks that dive into our technology like Intelligent Director and Smart Name Tags that create that meeting equity even when they’re in a conference room. 

So, the remote experience and the room experience all are similar and create that same ability to be seen, heard, and contribute. And we’re now diving further into this that it’s beyond just meetings. Zoom is really transforming into an AI-first work platform that’s focused on human connection. And so that goes beyond the meetings into things like Chat, Zoom Docs, Zoom Events and Webinars, the Zoom Contact Center and more. And all of this being brought together using our AI Companion at its core to help connect all of those different points of connection for individuals. 

Megan: I mean, so Brendan, we know it wasn’t only workplaces that were affected by the pandemic, it was also the education sector that had to undergo a huge change. I wondered if you could talk a little bit about how Zoom has operated in that higher education sphere as well. 

Brendan: Definitely. Education has always been a focus for Zoom and an area that we’ve believed in. Because education and learning is something as a company we value and so we have invested in that sector. And personally being the son of academics, it is always an area that I find fascinating. We continue to invest in terms of how do we make the classroom a stronger space? And especially now that the classroom has changed, where it can be in person, it can be virtual, it can be a mix. And using Zoom and its tools, we’re able to help bridge all those different scenarios to make learning accessible to students no matter their means. 

That’s what truly excites us, is being able to have that technology that allows people to pursue their desires, their interests, and really up-level their pursuits and inspire more. We’re constantly investing in how to allow those messages to get out and to integrate in the flow of communication and collaboration that higher education uses, whether that’s being integrated into the classroom, into learning management systems, to make that a seamless flow so that students and their educators can just collaborate seamlessly. And also that we can support all the infrastructure and administration that helps make that possible. 

Megan: Absolutely. Such an important thing. And Sam, Shure as well, could you talk to us a bit about how you worked in that kind of education space as well from an audio point of view? 

Sam: Absolutely. Actually, this is a topic that’s near and dear to my heart because I’m actually an adjunct professor in my free time. 

Megan: Oh, wow. Very impressive. 

Sam: And the challenges of trying to do this sort of a hybrid lecture, if you will. And Shure has been particularly well suited for this environment and we’ve been focused on it and investing in technologies there for decades. If you think about how a lecture hall is structured, it’s a little different than just having a meeting around the conference table. And Shure has focused on creating products that allow this combination of a presenter scenario along with a meeting space plus the far end where users or students are remote, they can hear intelligibly what’s happening in the lecture hall, but they can also participate. 

Between our products like the Ceiling Mic Arrays and our wireless microphones that are purpose built for presenters and educators like our MXW neXt product line, we’ve created technologies that allow those two previously separate worlds to integrate together. And then add that onto integrating with Zoom and other products that allow for that collaboration has been very instrumental. And again, being a user and providing those lectures, I can see a night and day difference and just how much more effective my lectures are today from where they were five to six years ago. And that’s all just made possible by all the technologies that are purpose built for these scenarios and integrating more with these powerful tools that just make the job so much more seamless. 

Megan: Absolutely fascinating that you got to put the technology to use yourself as well to check that it was all working well. And you mentioned AI there, of course. I mean, Sam, what AI technologies have had the most significant impact on recent audio advancements too? 

Sam: Yeah. Absolutely. If you think about the fundamental need here, it’s the ability to amplify the audio and the information that’s really needed and diminish the unwanted sounds and audio so that we can enhance that experience and make it seamless for people to communicate. With our innovations at Shure, we’ve leveraged the cutting-edge technologies to both enhance communication effectiveness and to align seamlessly with evolving features in unified communications like the ones that Brandon just mentioned in the Zoom platforms.  

We partner with industry leaders like Zoom to ensure that we’re providing the ability to be able to focus on that needed audio and eliminate all the background distractions. AI has transformed that audio technology with things like machine learning algorithms that enable us to do more real-time audio processing and significantly enhancing things like noise reduction and speech isolation. Just to give you a simple example, our IntelliMix Room audio processing software that we’ve released as well as part of a complete room solution uses AI to optimize sound in different environments. 

And really that’s one of the fundamental changes in this period, whether that’s pandemic or post-pandemic, is that the key is really flexibility and being able to adapt to changing work environments. Even if you’re not working from home and coming into the office, the types of spaces and environments you try to collaborate in today are constantly changing because our needs are constantly changing. And so having software and algorithms that adapt seamlessly and are able to self-optimize based on the acoustics of the room, based on the different layouts of the spaces where people collaborate in is instrumental.  

And then last but not least, AI has transformed the way audio and video integrate. For example, we utilize voice recognition systems that integrate with intelligent cameras so that we enable voice tracking technology so that cameras can not only identify who’s speaking, but you have the ability to hear and see people clearly. And that in general just enhances the overall communication experience. 

Megan: Wow. It’s just so much innovation in quite a short space of time really. I mean, Brendan, you mentioned AI a little bit there beforehand, but I wonder what other AI technologies have had the biggest impact as Zoom builds out its own emerging capabilities? 

Brendan: Definitely. And I couldn’t agree more with Sam that, I mean, AI has made such a big shift and it’s really across the spectrum. And when I think about it, there’s almost three tiers when you look at the stack. You start off at the raw audio where AI is doing those things like noise suppression, echo cancellation, voice enhancements. All of that just makes this amazing audio signal that can then go into the next layer, which is the speech AI and natural language processing. Which starts to open up those items such as the real-time transcription, translation, searchable content to make the communication not just what’s heard, but making it more accessible to more individuals and inclusive by providing that content in a format that is best for them. 

And then you take those two layers and put the generative and agentic AI on top of that, that can start surfacing insights, summarize the conversation, and even take actions on someone’s behalf. It really starts to change the way that people work and how they have access and allows them to connect. I think it is a huge shift and I’m very excited by how those three levels start to interact to really enable people to do more and to connect thanks to AI. 

Megan: Yeah. Absolutely. So much rich information that can come out from a single call now because of those sorts of tools. And following on from that, Brendan, I mean, you mentioned before the Zoom AI Companion. I wondered if you could talk a bit about what were your top priorities when building that product to ensure it was truly useful for your customers? 

Brendan: Definitely. When we developed AI Companion, we had two priority focus areas from day one, trust and security, and then accuracy and relevance. On the trust side, it was a non-negotiable that customer data wouldn’t be used to train our models. People need to know that their conversations and content are private and secure. 

Megan: Of course. 

Brendan: And then with accuracy, we needed to ensure AI outputs weren’t generic but grounded in the actual context of a meeting, a chat or a product. But the real story here when I think about AI Companion is the customer value that it delivers. AI Companion helps people save time with meeting recaps, task generation, and proactive prep for the next session. It reduces that friction in hybrid work, whether you’re in a meeting room, a Zoom room, or collaborating across different collaboration tools like Microsoft or Google. And it enables more equitable participation by surfacing the right context for everyone no matter where and how they’re working.  

All this leads to a result where it’s practical, trustworthy, and embedded where work happens. And it’s just not another tool to manage, it’s there in someone’s flow of work to help them along the way. 

Megan: Yeah. That trust piece is just so important, isn’t it, today? And Sam, as much as AI has impacted audio innovation, audio has also had an impact on AI capabilities. I wondered if you could talk a little bit about audio as a data input and the advancements technologies like large language models, LLMs, are enabling. 

Sam: Absolutely. Audio is really a rich data source that’s added a new dimension to AI capabilities. If you think about speech recognition or natural language processing, they’ve had significant advances due to audio data that’s provided for them. And to Brendan’s point about trust and accuracy, I like to think of the products that Shure enables customers with as essentially the eyes and ears in the room for leading AI companions just like the Zoom AI Companion. You really need that pristine audio input to be able to trust the accuracy of what the AI generates. These AI Companions have been very instrumental in the way we do business every day. I mean, between transcription, speaker attributions, the ability to add action items within a meeting and be able to track what’s happening in our interactions, all of that really has to rely on that accurate and pristine input from audio into the AI. I feel that further improves the trust that our end users have to the results of AI and be able to leverage it more.  

If you think about it, if you look at how AI audio inputs enhance that interactive AI system, it enables more natural and intuitive interactions with AI. And it really allows for that seamless integration and the ability for users to use it without having to worry about, is the room set up correctly? Is the audio level proper? And when we talk even about agentic AI, we’re working on future developments where systems can self-heal or detect that there are issues in the environment so that they can autocorrect and adapt in all these different environments and further enable the AI to be able to do a much more effective job, if you will. 

Megan: Sam, you touched on future developments there. I wonder if we could close our conversation today with a bit of a future forward look, if we could. Brendan, can you share innovations that Zoom is working on now and what are you most excited to see come to fruition? 

Brendan: Well, your timing for this question is absolutely perfect because we’ve just wrapped up Zoomtopia 2025. 

Megan: Oh, wow. 

Brendan: And this is where we discussed a lot of the new AI innovations that we have coming to Zoom. Starting off, there’s AI Companion 3.0. And we’ve launched this next generation of agentic AI capabilities in Zoom Workplace. And with 3.0 when it releases, it isn’t just about transcribing, it’s turned into really a platform that helps you with follow-up task, prep for your next conversation, and even proactively suggest how to free up your time. For example, AI Companion can help you schedule meetings intelligently across time zones, suggest which meetings you can skip, and still stay informed and even prepare you with context and insights before you walk into the conversation. It’s about helping people focus on strategy and creativity instead of administrative busy work. And for hybrid work specifically, we introduced Zoomie Group Assistant, which will be a big leap for hybrid collaboration. 

Acting as an assistant for a group chat and meetings, you can simply ask, “@Zoomie, what’s the latest update on the project?” Or “@Zoomie, what are the team’s action items?” And then get instant answers. Or because we’re talking about audio here, you can go into a conference room and say, “Hey, Zoomie,” and get help with things like checking into a room, adjusting lights, temperature, or even sharing your screen. And while all these are built-in features, we’re also expanding the platform to allow custom AI agents through our AI Studio, so organizations can bring their own agents or integrate with third-party ones.  

Zoom has always believed in an open platform and philosophy and that is continuing. Folks using AI Companion 3.0 will be able to use agents across platforms to work with the workflows that they have across all the different SaaS vendors that they might have in their environment, whether that’s Google, Microsoft, ServiceNow, Cisco, and so many other tools. 

Megan: Fantastic. It certainly sounds like a tool I could use in my work, so I look forward to hearing more about that. And Sam, we’ve touched on there are so many exciting things happening in audio too. What are you working on at Shure? And what are you most excited to see come to fruition? 

Sam: At Shure, our engineering teams are really working on a range of exciting projects, but particularly we’re working on developing new collaboration solutions that are integral for IT end users. And these integrate obviously with the leading UC platforms.  

We’re integrating audio and video technologies that are scalable, reliable solutions. And we want to be able to seamlessly connect these to cloud services so that we can leverage both AI technologies and the tool sets available to optimize every type of workspace essentially. Not just meeting rooms, but lecture halls, work from home scenarios, et cetera.  

The other area that we really focus on in terms of our reliability and quality really comes from our DNA in the pro audio world. And that’s really all-around wireless audio technologies. We’re developing our next-generation wireless systems and these are going to offer even greater reliability and range. And they really become ideal for everything from a large-scale event to personal home use and the gamut across that whole spectrum. And I think all of that in partnership with our partners like Zoom will help just facilitate the modern workspace. 

Megan: Absolutely. So much exciting innovation clearly going on behind the scenes. Thank you both so much.  

That was Sam Sabet, chief technology officer at Shure, and Brendan Ittelson, chief ecosystem officer at Zoom, whom I spoke with from Brighton in England.  

That’s it for this episode of Business Lab. I’m your host, Megan Tatum. I’m a contributing editor at Insights, the custom publishing division of MIT Technology Review. We were founded in 1899 at the Massachusetts Institute of Technology and you can find us in print on the web and at events each year around the world. For more information about us and the show, please check out our website at technologyreview.com.  

This show is available wherever you get your podcasts. And if you enjoyed this episode, we hope you’ll take a moment to rate and review us. Business Lab is a production of MIT Technology Review and this episode was produced by Giro Studios. Thanks for listening. 

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AI agent traffic drives first profitable year for Fastly

Fetcher bots, which retrieve content in real time when users make queries to AI assistants, show different concentration patterns. OpenAI’s ChatGPT and related bots generated 68% of fetcher bot requests. In some cases, fetcher bot request volumes exceeded 39,000 requests per minute to individual sites. AI agents check multiple websites

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EBW Warned of Faltering Gas Demand Heading into Holiday Weekend

In a U.S. 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 of “faltering demand” heading into the President’s Day holiday weekend. “The March contract tested as high as $3.316 yesterday before selling off after a bearish EIA [U.S. Energy Information Administration] storage surprise, and ahead of deteriorating heating demand into President’s Day holiday weekend and an 11 billion cubic foot per day drop into next Wednesday,” Rubin said in Friday’s report. “The threat of cold air in Western Canada and the Pacific Northwest moving into the U.S. remains a primary source of support,” he added. “If the market returns from the holiday weekend without this threat materializing, however, sub-$3.00 per million British thermal units may be in play as the year over year storage deficit flips to a 170 billion cubic foot surplus by late February,” he continued. In the report, Rubin went on to state that “steep storage refill demand east of the Rockies and loose supply/demand fundamentals during recent Marches may offer some medium-term support”. He added, however, that “storage exiting March near 1,800 billion cubic feet, with gathering production tailwinds and decelerating year over year LNG growth into mid to late 2026, suggest a bearish outlook for NYMEX gas futures”. In its latest weekly natural gas storage report, which was released on February 12 and included data for the week ending February 6, the EIA revealed that, according to its estimates, working gas in storage was 2,214 billion cubic feet as of February 6. “This represents a net decrease of 249 billion cubic feet from the previous week,” the EIA highlighted in the report. “Stocks were 97 billion cubic feet less than last year at this time and 130 billion

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North America Drops 6 Rigs Week on Week

North America dropped six rigs week on week, according to Baker Hughes’ latest North America rotary rig count, which was published on February 13. The total U.S. rig count remained unchanged week on week and the total Canada rig count dropped by six during the same period, pushing the total North America rig count down to 773, comprising 551 rigs from the U.S. and 222 rigs from Canada, the count outlined. Of the total U.S. rig count of 551, 531 rigs are categorized as land rigs, 17 are categorized as offshore rigs, and three are categorized as inland water rigs. The total U.S. rig count is made up of 409 oil rigs, 133 gas rigs, and nine miscellaneous rigs, according to Baker Hughes’ count, which revealed that the U.S. total comprises 481 horizontal rigs, 57 directional rigs, and 13 vertical rigs. Week on week, the U.S. land rig count dropped by one, its offshore rig count rose by one, and its inland water rig count remained unchanged, Baker Hughes highlighted. The U.S. oil rig count decreased by three week on week, while its gas rig count increased by three and its miscellaneous rig count remained unchanged, the count showed. The U.S. horizontal rig count dropped by two week on week, its directional rig count rose by two week on week, and its vertical rig count remained flat during the same period, the count revealed. A major state variances subcategory included in the rig count showed that, week on week, Texas dropped three rigs, Oklahoma and North Dakota each dropped one rig, Louisiana added two rigs, and New Mexico, Pennsylvania, and Wyoming each added one rig. A major basin variances subcategory included in the rig count showed that, week on week, the Permian basin dropped three rigs, the Williston basin dropped

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Aramco Commits to 1 MMtpa for 20 Years from Commonwealth LNG

Saudi Arabian Oil Co (Aramco) has signed a 20-year agreement to buy one million metric tons per annum (MMtpa) of liquefied natural gas from the under-development Commonwealth LNG in Cameron Parish, Louisiana. “Commonwealth is advancing toward a final investment decision with line of sight to secure its remaining capacity”, said a joint statement by the offtake parties. “Aramco Trading joins Glencore, JERA, PETRONAS, Mercuria and EQT among international energy companies entering into long-term offtake contracts with the platform”. Early this month Commonwealth announced a 20-year deal to supply one MMtpa to Geneva, Switzerland-based energy and commodities trader Mercuria. Commonwealth LNG is a project of Kimmeridge Energy Management Co LLC and Mubadala Investment Co through their joint venture Caturus HoldCo LLC. Expected to start operation 2030, Commonwealth LNG is designed to produce up to 9.5 million metric tons a year of LNG. “This agreement highlights the strong international demand for U.S. LNG and underscores how our longstanding relationships and capabilities position Caturus to serve global markets”, said Caturus chief executive David Lawler. “Our contract with Aramco Trading underscores the differentiated value Caturus can bring through our global reach in offering wellhead to water services”, Lawler added. Mohammed K. Al Mulhim, Aramco Trading president and CEO, said, “This agreement reflects Aramco Trading’s efforts to secure a reliable, long-term energy supply for global markets while strengthening our presence in the LNG sector”. The Gulf Coast project is permitted to ship up to 9.5 MMtpa of LNG, equivalent to around 1.21 billion cubic feet per day of gas according to Kimmeridge. The United States Energy Department granted the project authorization to export to countries without a free trade agreement (FTA) with the U.S. in August 2025 and FTA authorization in April 2020. The developers expect the first phase of the project to generate around

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Enbridge Q4 Profit Up YoY

Enbridge Inc has reported CAD 1.95 billion ($1.43 billion) in earnings and CAD 1.92 billion in adjusted earnings for the fourth quarter of 2025, up from CAD 493 million and CAD 1.64 billion for the same three-month period in 2024 respectively. Q4 2025 income per share of CAD 0.88 ($0.63), adjusted for extraordinary items, beat the Zacks Consensus Estimate of $0.6. Calgary-based Enbridge, which operates oil and gas pipelines in Canada and the United States, earlier bumped up its quarterly dividend by three percent against the prior rate to CAD 0.97. The annualized rate for 2026 is CAD 3.88 per share. Q4 2025 adjusted EBITDA rose 1.62 percent year-on-year to CAD 5.21 billion “due primarily to favorable gas transmission contracting and Venice Extension entering service, colder weather and higher rates and customer growth at Enbridge Gas Ontario, partially offset by the absence in 2025 of equity earnings related to investment tax credits from our investment in Fox Squirrel Solar”, Enbridge said in an online statement. United States gas transmission contributed CAD 997 million to segment adjusted EBITDA, down from CAD 1 billion for Q4 2024. The U.S. figure benefited from the startup of the Venice Extension Project, which expands the Texas Eastern system’s capacity to deliver gas to Gulf Coast markets, and Enbridge’s acquisition of a stake in the Matterhorn Express Pipeline. Enbridge also recognized “favorable contracting and successful rate case settlements on our U.S. Gas Transmission assets”, partially offset by the timing of operating costs. Adjusted EBITDA from Canadian gas transmission increased from CAD 157 million for Q4 2024 to CAD 190 million for Q4 2025, helped by “higher revenues at Aitken Creek due to favorable storage spreads”. Liquid pipelines logged CAD 2.45 billion in adjusted EBITDA, up from CAD 2.4 billion for Q4 2024. The Mainline System, which carries

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Analyst Highlights Focus of IEW Event

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Hungary Asks Croatia to Allow Russian Crude Shipments

Hungary requested that Croatia allow the shipment of Russian crude via the Adriatic pipeline while a key route through Ukraine remains blocked. Hungarian Foreign Minister Peter Szijjarto and Slovak Economy Minister Denisa Sakova jointly wrote to the Croatian government in Zagreb with the request, Szijjarto said in a statement Sunday. Oil transit along the Druzhba pipeline via Ukraine has been halted since late last month amid large-scale Russian attacks on Ukraine’s energy infrastructure, with the governments in Budapest and Kyiv in a standoff over the fallout. Budapest relies on the Druzhba pipeline connecting Hungary with Russia through war-torn Ukraine for most of its oil flows. Hungarian Prime Minister Viktor Orban, who has remained committed to buying Russian energy sources for his landlocked country, has also frequently engaged in debate with neighboring Croatia over the capacity of the Adriatic pipeline.  Energy policy is also likely to feature in Orban’s talks in Budapest with US Secretary of State Marco Rubio on Monday. Orban has found an ally in Slovak counterpart Robert Fico, who on Sunday echoed his views that Ukraine was using the Druzhba pipeline for political leverage, which officials in Kyiv have denied. What do you think? We’d love to hear from you, join the conversation on the Rigzone Energy Network. The Rigzone Energy Network is a new social experience created for you and all energy professionals to Speak Up about our industry, share knowledge, connect with peers and industry insiders and engage in a professional community that will empower your career in energy.

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Arista laments ‘horrendous’ memory situation

Digging in on campus Arista has been clear about its plans to grow its presence campus networking environments. Last Fall, Ullal said she expects Arista’s campus and WAN business would grow from the current $750 million-$800 million run rate to $1.25 billion, representing a 60% growth opportunity for the company. “We are committed to our aggressive goal of $1.25 billion for ’26 for the cognitive campus and branch. We have also successfully deployed in many routing edge, core spine and peering use cases,” Ullal said. “In Q4 2025, Arista launched our flagship 7800 R4 spine for many routing use cases, including DCI, AI spines with that massive 460 terabits of capacity to meet the demanding needs of multiservice routing, AI workloads and switching use cases. The combined campus and routing adjacencies together contribute approximately 18% of revenue.” Ethernet leads the way “In terms of annual 2025 product lines, our core cloud, AI and data center products built upon our highly differentiated Arista EOS stack is successfully deployed across 10 gig to 800 gigabit Ethernet speeds with 1.6 terabit migration imminent,” Ullal said. “This includes our portfolio of EtherLink AI and our 7000 series platforms for best-in-class performance, power efficiency, high availability, automation, agility for both the front and back-end compute, storage and all of the interconnect zones.” Ullal said she expects Ethernet will get even more of a boost later this year when the multivendor Ethernet for Scale-Up Networking (ESUN) specification is released.  “We have consistently described that today’s configurations are mostly a combination of scale out and scale up were largely based on 800G and smaller ratings. Now that the ESUN specification is well underway, we need a good solid spec. Otherwise, we’ll be shipping proprietary products like some people in the world do today. And so we will tie our

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From NIMBY to YIMBY: A Playbook for Data Center Community Acceptance

Across many conversations at the start of this year, at PTC and other conferences alike, the word on everyone’s lips seems to be “community.” For the data center industry, that single word now captures a turning point from just a few short years ago: we are no longer a niche, back‑of‑house utility, but a front‑page presence in local politics, school board budgets, and town hall debates. That visibility is forcing a choice in how we tell our story—either accept a permanent NIMBY-reactive framework, or actively build a YIMBY narrative that portrays the real value digital infrastructure brings to the markets and surrounding communities that host it. Speaking regularly with Ilissa Miller, CEO of iMiller Public Relations about this topic, there is work to be done across the ecosystem to build communications. Miller recently reflected: “What we’re seeing in communities isn’t a rejection of digital infrastructure, it’s a rejection of uncertainty driven by anxiety and fear. Most local leaders have never been given a framework to evaluate digital infrastructure developments the way they evaluate roads, water systems, or industrial parks. When there’s no shared planning language, ‘no’ becomes the safest answer.” A Brief History of “No” Community pushback against data centers is no longer episodic; it has become organized, media‑savvy, and politically influential in key markets. In Northern Virginia, resident groups and environmental organizations have mobilized against large‑scale campuses, pressing counties like Loudoun and Prince William to tighten zoning, question incentives, and delay or reshape projects.1 Loudoun County’s move in 2025 to end by‑right approvals for new facilities, requiring public hearings and board votes, marked a watershed moment as the world’s densest data center market signaled that communities now expect more say over where and how these campuses are built. Prince William County’s decision to sharply increase its tax rate on

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Nomads at the Frontier: PTC 2026 Signals the Digital Infrastructure Industry’s Moment of Execution

Each January, the Pacific Telecommunications Council conference serves as a barometer for where digital infrastructure is headed next. And according to Nomad Futurist founders Nabeel Mahmood and Phillip Koblence, the message from PTC 2026 was unmistakable: The industry has moved beyond hype. The hard work has begun. In the latest episode of The DCF Show Podcast, part of our ongoing ‘Nomads at the Frontier’ series, Mahmood and Koblence joined Data Center Frontier to unpack the tone shift emerging across the AI and data center ecosystem. Attendance continues to grow year over year. Conversations remain energetic. But the character of those conversations has changed. As Mahmood put it: “The hype that the market started to see is actually resulting a bit more into actions now, and those conversations are resulting into some good progress.” The difference from prior years? Less speculation. More execution. From Data Center Cowboys to Real Deployments Koblence offered perhaps the sharpest contrast between PTC conversations in 2024 and those in 2026. Two years ago, many projects felt speculative. Today, developers are arriving with secured power, customers, and construction underway. “If 2024’s PTC was data center cowboys — sites that in someone’s mind could be a data center — this year was: show me the money, show me the power, give me accurate timelines.” In other words, the market is no longer rewarding hypothetical capacity. It is demanding delivered capacity. Operators now speak in terms of deployments already underway, not aspirational campuses still waiting on permits and power commitments. And behind nearly every conversation sits the same gating factor. Power. Power Has Become the Industry’s Defining Constraint Whether discussions centered on AI factories, investment capital, or campus expansion, Mahmood and Koblence noted that every conversation eventually returned to energy availability. “All of those questions are power,” Koblence said.

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Cooling Consolidation Hits AI Scale: LiquidStack, Submer, and the Future of Data Center Thermal Strategy

As AI infrastructure scales toward ever-higher rack densities and gigawatt-class campuses, cooling has moved from a technical subsystem to a defining strategic issue for the data center industry. A trio of announcements in early February highlights how rapidly the cooling and AI infrastructure stack is consolidating and evolving: Trane Technologies’ acquisition of LiquidStack; Submer’s acquisition of Radian Arc, extending its reach from core data centers into telco edge environments; and Submer’s partnership with Anant Raj to accelerate sovereign AI infrastructure deployment across India. Layered atop these developments is fresh guidance from Oracle Cloud Infrastructure explaining why closed-loop, direct-to-chip cooling is becoming central to next-generation facility design, particularly in regions where water use has become a flashpoint in community discussions around data center growth. Taken together, these developments show how the industry is moving beyond point solutions toward integrated, scalable AI infrastructure ecosystems, where cooling, compute, and deployment models must work together across hyperscale campuses and distributed edge environments alike. Trane Moves to Own the Cooling Stack The most consequential development comes from Trane Technologies, which on February 10 announced it has entered into a definitive agreement to acquire LiquidStack, one of the pioneers and leading innovators in data center liquid cooling. The acquisition significantly strengthens Trane’s ambition to become a full-service thermal partner for data center operators, extending its reach from plant-level systems all the way down to the chip itself. LiquidStack, headquartered in Carrollton, Texas, built its reputation on immersion cooling and advanced direct-to-chip liquid solutions supporting high-density deployments across hyperscale, enterprise, colocation, edge, and blockchain environments. Under Trane, those technologies will now be scaled globally and integrated into a broader thermal portfolio. In practical terms, Trane is positioning itself to deliver cooling across the full thermal chain, including: • Central plant equipment and chillers.• Heat rejection and controls

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Infrastructure Maturity Defines the Next Phase of AI Deployment

The State of Data Infrastructure Global Report 2025 from Hitachi Vantara arrives at a moment when the data center industry is undergoing one of the most profound structural shifts in its history. The transition from enterprise IT to AI-first infrastructure has moved from aspiration to inevitability, forcing operators, developers, and investors to confront uncomfortable truths about readiness, resilience, and risk. Although framed around “AI readiness,” the report ultimately tells an infrastructure story: one that maps directly onto how data centers are designed, operated, secured, and justified economically. Drawing on a global survey of more than 1,200 IT leaders, the report introduces a proprietary maturity model that evaluates organizations across six dimensions: scalability, reliability, security, governance, sovereignty, and sustainability. Respondents are then grouped into three categories—Emerging, Defined, and Optimized—revealing a stark conclusion: most organizations are not constrained by access to AI models or capital, but by the fragility of the infrastructure supporting their data pipelines. For the data center industry, the implications are immediate, shaping everything from availability design and automation strategies to sustainability planning and evolving customer expectations. In short, extracting value from AI now depends less on experimentation and more on the strength and resilience of the underlying infrastructure. The Focus of the Survey: Infrastructure, Not Algorithms Although the report is positioned as a study of AI readiness, its primary focus is not models, training approaches, or application development, but rather the infrastructure foundations required to operate AI reliably at scale. Drawing on responses from more than 1,200 organizations, Hitachi Vantara evaluates how enterprises are positioned to support production AI workloads across six dimensions as stated above: scalability, reliability, security, governance, sovereignty, and sustainability. These factors closely reflect the operational realities shaping modern data center design and management. The survey’s central argument is that AI success is no longer

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AI’s New Land Grab: Meta’s Indiana Megaproject and the Rise of Europe’s Neocloud Challengers

While Meta’s Indiana campus anchors hyperscale expansion in the United States, Europe recorded its own major infrastructure milestone this week as Amsterdam-based AI infrastructure provider Nebius unveiled plans for a 240-megawatt data center campus in Béthune, France, near Lille in the country’s northern industrial corridor. When completed, the campus will rank among Europe’s largest AI-focused data center facilities and positions northern France as a growing node in the continent’s expanding AI infrastructure map. The development repurposes a former Bridgestone tire manufacturing site, reflecting a broader trend across Europe in which legacy industrial properties, already equipped with heavy power access, transport links, and industrial zoning, are being converted into large-scale digital infrastructure hubs. Located within reach of connectivity and enterprise corridors linking Paris, Brussels, London, and Amsterdam, the site allows Nebius to serve major European markets while avoiding the congestion and power constraints increasingly shaping Tier 1 data center hubs. Industrial Infrastructure Becomes Digital Infrastructure Developers increasingly view former industrial sites as ideal for AI campuses because they often provide: • Existing grid interconnection capacity built for heavy industry• Transport and logistics infrastructure already in place• Industrial zoning that reduces permitting friction• Large contiguous parcels suited to phased campus expansion For regions like Hauts-de-France, redevelopment projects also offer economic transition opportunities, replacing legacy manufacturing capacity with next-generation digital infrastructure investment. Local officials have positioned the project as part of broader efforts to reposition northern France as a logistics and technology hub within Europe. The Neocloud Model Gains Ground Beyond the site itself, Nebius’ expansion illustrates the rapid emergence of neocloud infrastructure providers, companies building GPU-intensive AI capacity without operating full hyperscale cloud ecosystems. These firms increasingly occupy a strategic middle ground: supplying AI compute capacity to enterprises, startups, and even hyperscalers facing short-term infrastructure constraints. Nebius’ rise over the past year

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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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