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This startup claims it can stop lightning and prevent catastrophic wildfires

On June 1, 2023, as a sweltering heat wave baked Quebec, thousands of lightning strikes flashed across the province, setting off more than 120 wildfires. The blazes ripped through parched forests and withered grasslands, burned for weeks, and compounded what was rapidly turning into Canada’s worst fire year on record. In the end, nearly 7,000 fires scorched tens of millions of acres across the country, generated nearly 500 millions tons of carbon emissions, and forced hundreds of thousands of people to flee their homes. Lightning sparked almost 60% of the wildfires—and those blazes accounted for 93% of the total area burned. Now a Vancouver-based weather modification startup, Skyward Wildfire, says it can prevent such catastrophic fires in the future—by stopping the lightning strikes that ignite them. It just raised millions of dollars in a funding round that it plans to use to accelerate its product development and expand its operations.Until last week the company, which highlights the role lightning played in the 2023 infernos, stated on its website that it has demonstrated technology capable of preventing “up to 100% of lightning strikes.” It was an eye-catching claim that went well beyond the confidence level of researchers who have studied the potential for humans to suppress lightning—and the company took it down following inquiries from MIT Technology Review.“While the statement reflected an observed result under specific conditions, it was not intended to suggest uniform outcomes and has been removed,” Nicholas Harterre, who oversees government partnerships at Skyward, said in an email. “In complex atmospheric systems, consistent 100% outcomes are not realistic, as the experts you spoke to rightly pointed out.”  The company now states it demonstrated that it “can prevent the majority of cloud-to-ground lightning strikes in targeted storm cells.” So far, Skyward hasn’t publicly revealed how it does so, and in response to our questions Harterre said only that the materials are “inert and selected in accordance with regulatory standards.”  But online documents suggest the company is relying on an approach that US government agencies began evaluating in the early 1960s: seeding clouds with metallic chaff, or narrow fiberglass strands coated with aluminum.  The military uses the material to disrupt radar signals; fighter jets, for example, deploy it during dogfights to throw off guided missile systems. Field trials conducted decades ago by US agencies suggest it could help reduce lightning strikes, at least to some degree and under certain conditions. If Skyward could employ it reliably on significant scales, it might offer a powerful tool for countering rising fire risks as climate change drives up temperatures, dries out forests, and likely increases the frequency of lightning strikes. “Preventing lightning on high-risk days saves lives, billions in wildfire costs, and is one of the highest-leverage and most immediate climate solutions available,” Sam Goldman, Skyward’s founder and chief executive, said in a statement posted on LinkedIn last year. But researchers and environmental observers say there are plenty of remaining uncertainties, including how well the seeding may work under varying weather and climate conditions, how much material would need to be released, how frequently it would have to be done, and what sorts of secondary environmental impacts might result from lighting suppression on commercial scales. Some observers are also concerned that the company appears to have moved ahead with weather modification field trials in parts of Canada without providing wide public notice or openly discussing what materials it’s putting into the clouds. Given the escalating fire dangers, it’s “reasonable” to evaluate the potential for new technologies to mitigate them, says Keith Brooks, programs director at Environmental Defence, a Canadian advocacy organization.“But we should be doing so cautiously and really transparently, with a robust scientific methodology that’s open to scrutiny,” he says. Seeding the clouds Skyward’s website offers few technical details, but the company says it worked with Canadian wildfire agencies in 2024 and 2025 to demonstrate its technology. The company also says it has developed AI tools to predict lightning strikes that could set off fires. Skyward announced last month that it raised $7.9 million in Canadian dollars ($5.7 million), in an extension of a seed round initially closed early last year. Investors included Climate Innovation Capital, Active Impact Investments, and Diagram Ventures. “Our first season demonstrated that prevention is possible at scale,” Goldman said in a statement. “This funding allows us to expand into new regions and support partners who need reliable, operational tools to reduce wildfire risk before emergencies begin.” The company doesn’t use the term “cloud seeding” on its site or in its recent announcements. But a press release highlighting its selection as a finalist last year in a conservation group’s Fire Grand Challenge states that it suppresses lightning “by cloud seeding with safe, non-toxic materials to neutralize storm charges,” as The Narwhal previously reported. In addition, Unorthodox Philanthropy, a foundation that provided a grant to support Skyward’s efforts “to test and deploy” the technology, offered more detail in an awardee write-up about Goldman.It states: “The Skyward team … settled on an inert substance consisting of aluminum covered glass fibers, which is regularly used in military operations to intercept and confuse enemy radar and can also dis-charge clouds.” Additional details were disclosed in a document marked “Proprietary and Confidential,” which the World Bank nonetheless released within a package of materials from companies developing means of addressing fire risks. Skyward’s diagrams show planes dropping particles into clouds to prevent cloud-to-ground lightning strikes in “high risk areas.” The company also notes in the document that it uses artificial intelligence for a number of purposes, including forecasting lightning storms, prioritizing treatments, targeting storm cells, and optimizing flight paths.   Harterre stressed that the company would deploy the technology judiciously and reserve it for storm events with elevated wildfire risk, adding that such storms account for less than 0.1% of lightning activity in a given area.“Our objective is to reduce the probability of ignition on the limited number of extreme-risk days when fires threaten lives, critical infrastructure, and ecosystems, and when suppression costs and impacts can escalate rapidly,” he said. The document posted by the World Bank states that Skyward partnered with Alberta Wildfire in August of 2024 to “prove suppression by plane and drone,” and that its process produced a “60-100% reduction” in lightning compared with “control cells” (which likely means storm cells that weren’t seeded).  The document added that the company would be carrying out additional field trials in the summer of 2025 with the wildfire agencies in British Columbia and Alberta to “provide landscape level solutions with more advanced aircraft, sensors and forecasting.” “BC Wildfire Service is aware that Skyward is developing technology that aims to reduce instances of lightning in targeted situations,” the British Columbia agency acknowledged in a statement provided to MIT Technology Review. “Last year, preliminary trials were conducted by Skyward to gain a better understand [sic] of the technology and its applicability in B.C. Should a project/technology like this move forward in B.C., we would engage with the project team in an effort to learn and ensure we’re using every tool available to us to respond to wildfire in B.C.”The BC agency declined to make anyone available for an interview and didn’t respond to questions about what materials were used, where the tests were carried out, or whether it provided public disclosures or required the company to. Alberta Wildfire didn’t respond to similar questions from MIT Technology Review. Rising lightning risks Clouds are just water in various forms—vapor, droplets, and ice crystals, condensed enough to form the floating Rorschach tests we see in the sky. Within them, snowflakes and tiny ice pellets known as graupel rub together, causing atoms to trade electrons. This process creates highly reactive ions with negative and positive charges.  Updrafts separate the light snowflakes from the graupel, building up larger differences in the charges across the electrical field until … crack! An electrostatic discharge occurs in the form of a lightning strike. The 2023 fire season wasn’t a particularly big year for lightning strikes in Canada—but then it didn’t have to be. It was so hot and dry that every bolt that struck the surface had a better than usual chance of igniting a fire, says Piyush Jain, a research scientist at the Canadian Forest Service and lead author of a study published in Nature Communications that analyzed the year’s fires.   A fire burns in Mistissini, Québec, on June 12, 2023.CPL MARC-ANDRé LECLERC/CANADIAN ARMED FORCES Climate change is, however, likely to produce more lightning strikes, if it hasn’t started to already. Warmer air holds more moisture and adds more convective energy to the atmosphere, which drives the vertical movement of air that forms clouds and stirs up lightning storms.  “So the conditions are there, and the conditions are likely to increase,” Jain says. Different models arrive at different lightning forecasts for some regions of the world. But a clearer trend is already emerging in the northernmost latitudes, where the planet is warming fastest. Studies show that lightning-ignited fires have substantially increased in the Arctic boreal region, and predict that they will continue to rise.  This combines with other growing risks like longer fire seasons, warmer temperatures, and drier vegetation, together raising the odds of more severe fires and more greenhouse-gas emissions, says Brendan Rogers, a senior scientist at the Woodwell Climate Research Center who studies the effect of fires on permafrost thaw. In fact, Canada’s emissions from the 2023 fires were more than four times its emissions from fossil fuels. Midcentury field trials Scientists have conducted a variety of experiments exploring the possibility of preventing lightning, but most of it happened in the later half of the last century.  Amid the cultural optimism and booming economy of the postwar period, US research agencies and corporations went on a tear of cloud seeding experiments aimed at conquering nature—or at least moderating its dangers. Research teams launched or dropped materials like dry ice and silver iodide into clouds in attempts to boost rainfall, reduce hail, dissipate fog, and redirect hurricanes. “Cloud seeding activity was so intensive that at its peak in the early 1950s, approximately 10% of the US land area was under some kind of weather modification program,” wrote MIT’s Phillip Stepanian and Earle Williams in a 2024 history of lightning suppression efforts in the Bulletin of the American Meteorological Society. (MIT Technology Review is owned by MIT but is editorially independent.)  Harry Gisborne, then chief of the division of fire research at the US Forest Service, wondered if the technique could be used to trigger downpours that might extinguish hard-to-reach wildfires on public lands. But when he put the question to Vincent Schaefer of General Electric, who had done pioneering research in cloud seeding, Schaefer thought they could perhaps do one better: prevent the lighting that sparked the fires in the first place. The conversations kicked off what would become Project Skyfire, a multiagency private-public research program that carried out a series of experiments through the 1950s and 1960s. Research teams seeded clouds over the San Francisco Peaks of Arizona, the Bitterroot Mountains at the edge of Idaho, and the Deerlodge National Forest in Montana, among other places.After comparing treated and untreated storm clouds, the researchers concluded that seeding decreased cloud-to-ground lightning by more than half. But as MIT’s Stepanian and Williams noted, the sample sizes were small, and questions remained about the statistical significance of the findings. (Soviet scientists also carried out some field experiments on lightning suppression in the 1950s, as well as some related research that involved using rockets to launch lead iodide into thunderstorms in the 1970s, but it’s difficult to find further details about those programs.) A near tragedy reignited US government interest in the possibility of lightning suppression in 1969, when lightning struck the Apollo 12 space shuttle twice within seconds of launch. The astronauts were able to reset their systems and successfully complete their mission to the moon, but it was a very close call. In the aftermath, NASA and NOAA teamed up on what became known as Project Thunderbolt, which relied on the metallic chaff normally used in military countermeasures. Researchers at the US Army Electronics Laboratory had previously proposed the possibility of suppressing lightning by deploying this material, which a handful of defense contractors manufacture. The idea is that chaff acts as a conductor in a forming electrical field, stripping electrons from some oxygen and nitrogen molecules and adding them to others. The mismatched electrons already collecting in cloud water molecules, thanks to all that rubbing between snowflakes and graupel, can then leap over to those newly charged atoms. That, in turn, should reduce the buildup of static electricity that otherwise results in lightning. “By continuously redistributing—and thereby neutralizing—charges within the storm in a weak electric field, the strong electric fields required to produce lightning would never develop,” Stepanian and Williams wrote. NASA and NOAA carried out a series of experiments seeding clouds with chaff from the early to mid 1970s, over Boulder, Colorado, and later at the Kennedy Space Center. Here, too, the experiments showed “generally promising field results.” But NASA eventually grew concerned about the possibility that chaff could affect radio communications and shuttered the program.“Lightning suppression research was once again abandoned, and the responsibility for mitigating lightning hazards reverted to weather forecasters,” Stepanian and Williams concluded. ‘Hard to draw conclusions’ So what does all this tell us about our ability to prevent lightning? “In my opinion, it’s unambiguously true that this technique can be used to reduce lightning strikes in a storm,” says Stepanian, a technical staff member at MIT Lincoln Laboratory’s air traffic control and weather systems group. “With some major caveats.” For example, it’s not clear how much material you would need to release, how long it would persist, and how the effectiveness might change under different climate and weather conditions. (Stepanian consulted with Skyward in its early stages, and he declined to discuss the startup.)His coauthor on the history of lightning suppression seems a tad more skeptical. In an email, Williams, a research scientist at MIT who studies physical meteorology and atmospheric electricity, said there’s unmistakable evidence that chaff “has an impact on the electrification of thunderstorms.” But in email responses, he said its effectiveness in reducing or eliminating lighting activity “remains controversial” and requires further testing. (Williams says he did not consult for Skyward.)  In his own written reviews, he’s highlighted a number of potential shortcomings with earlier research, including unaccounted-for differences in cloud heights between treated and untreated storms. In addition, he’s noted that some studies used detection systems that pick up only cloud-to-ground strikes, not intracloud lightning, which is far more common.  He also points to the results of a more recent study that he and Stepanian collaborated on with researchers at New Mexico Tech. They relied upon data from weather radars in Tampa and Melbourne, Florida, located on opposite sides of the state, to detect the presence of chaff released over the central part of the state during military training and testing exercises.  They compared 35 storms during which chaff was clearly detected in clouds with 35 instances when it wasn’t. According to an abstract of the paper—which hasn’t been peer-reviewed or published but was presented at the American Geophysical Union conference in December—storms that occurred when chaff was present were generally “smaller and shorter-lived.”  But the number of total flashes—which includes ground strikes as well as lightning within and between clouds and the air—was actually significantly higher in clouds carrying chaff: 62,250 versus 24,492. “In summary, so far, it is hard to draw any conclusion about lightning suppression using chaff,” the authors wrote. Williams says their results and other studies suggest that large chaff concentrations may be needed to suppress lightning. That could be because there’s a strong tendency for the ions released from the chaff fibers to be captured by cloud droplets before they reach the charged particles that would need to be neutralized. But that may also present a significant deployment challenge, since chaff quickly becomes dilute once it’s released into the midst of turbulent storm clouds, Williams adds.  Skyward’s Harterre said he couldn’t comment on the results of the Florida study but noted that storms in the state are very different from those that occur in the Canadian provinces where his company operates. “Our work to date has focused on regions where operational feasibility has been evaluated and wildfire risk is highest,” he wrote. ‘Unintended consequences’ The possibility of releasing more chaff into the air also raises the questions of what else it could do in the atmosphere, and what will happen once it lands.  The US military has produced a number of studies exploring the environmental and health effects of chaff and found that it disperses widely, breaks down in the environment, and is “generally nontoxic.” For instance, a Naval Health Research Center report assessing environmental impacts from decades of training exercises near Chesapeake Bay concluded that “current and estimated use of aluminized chaff by American forces worldwide” will not raise total aluminum levels above the Environmental Protection Agency’s established limits.  But a US Government Accountability Office report in 1998 raised a few other flags, noting that chaff can also affect civilian air traffic control radar and weather forecasts. It also highlighted a “potential but remote chance of collecting in reservoirs and causing chemical changes that may affect water and the species that use it.” Stepanian says that if lightning suppression efforts require more chaff than the military currently releases, further studies may be needed to properly evaluate the environmental effects.  Brooks of Environmental Defence Canada says he wants to know more about what materials Skyward is using, where they’re sourced from, what the effort leaves behind in the environment, and what the impacts on animals could be. He is also wary of the possible secondary effects of intervening in storms.“I just think there’s the potential for unintended consequences if we start to mess with a complex system, like weather,” Brooks says, adding: “It makes me nervous to think there are pilots going on without people knowing about them.” Harterre said that the company abides by any applicable regulations, and that it conducts its field activities “in coordination with relevant authorities and with appropriate authorization.” He added that it releases seeding materials at lower volumes and concentrations than those associated with defense use and that deployments “are limited to defined high-wildfire-risk storm conditions.” Remaining doubts It’s not clear whether or to what degree Skyward has meaningfully advanced the science of lightning suppression or cleared up the questions that have lingered since the studies from the last century.  The company hasn’t released data from its field trials, published any papers in peer-reviewed literature, or disclosed how its tests were performed, as far as MIT Technology Review was able to determine.  Without such information it’s impossible to assess its claims, Williams says. He and two of his New Mexico Tech coauthors—associate professor Adonis Leal and master’s student Jhonys Moura—had all expressed skepticism about the company’s previous claim of “up to 100%” lightning prevention. Harterre said Skyward intends to release more technical information as its programs mature. “We look forward to the opportunity to share more detailed information,” he wrote. In the meantime, Skyward’s investors have high hopes for the company and see “tremendous opportunity” in its potential ability to counteract fire dangers.“Mitigating the exponentially increasing risk of wildfires can only happen if we shift from reactive suppression to proactive prevention,” Kevin Kimsa, managing partner of Climate Innovation Capital, said in a statement when the company’s recent funding was announced.Rogers, of the Woodwell Climate Research Center, has spoken with Skyward several times but hasn’t worked with them. He also stressed that it’s crucial to understand potential environmental impacts from lightning suppression and to consult with citizens in affected areas, including Indigenous communities.But he says he’s “optimistic” about the role that lighting suppression could play, if it works effectively and without major downsides. That’s because preventing wildfires is far cheaper than putting them out, and it avoids risks to firefighters, ecosystems, infrastructure and local communities. “If you’re able to go after fires before they’ve even ignited, you remove a lot of that from the equation,” he says.

On June 1, 2023, as a sweltering heat wave baked Quebec, thousands of lightning strikes flashed across the province, setting off more than 120 wildfires.

The blazes ripped through parched forests and withered grasslands, burned for weeks, and compounded what was rapidly turning into Canada’s worst fire year on record. In the end, nearly 7,000 fires scorched tens of millions of acres across the country, generated nearly 500 millions tons of carbon emissions, and forced hundreds of thousands of people to flee their homes.

Lightning sparked almost 60% of the wildfires—and those blazes accounted for 93% of the total area burned.

Now a Vancouver-based weather modification startup, Skyward Wildfire, says it can prevent such catastrophic fires in the future—by stopping the lightning strikes that ignite them. It just raised millions of dollars in a funding round that it plans to use to accelerate its product development and expand its operations.

Until last week the company, which highlights the role lightning played in the 2023 infernos, stated on its website that it has demonstrated technology capable of preventing “up to 100% of lightning strikes.”

It was an eye-catching claim that went well beyond the confidence level of researchers who have studied the potential for humans to suppress lightning—and the company took it down following inquiries from MIT Technology Review.

“While the statement reflected an observed result under specific conditions, it was not intended to suggest uniform outcomes and has been removed,” Nicholas Harterre, who oversees government partnerships at Skyward, said in an email. “In complex atmospheric systems, consistent 100% outcomes are not realistic, as the experts you spoke to rightly pointed out.” 

The company now states it demonstrated that it “can prevent the majority of cloud-to-ground lightning strikes in targeted storm cells.” So far, Skyward hasn’t publicly revealed how it does so, and in response to our questions Harterre said only that the materials are “inert and selected in accordance with regulatory standards.” 

But online documents suggest the company is relying on an approach that US government agencies began evaluating in the early 1960s: seeding clouds with metallic chaff, or narrow fiberglass strands coated with aluminum. 

The military uses the material to disrupt radar signals; fighter jets, for example, deploy it during dogfights to throw off guided missile systems. Field trials conducted decades ago by US agencies suggest it could help reduce lightning strikes, at least to some degree and under certain conditions.

If Skyward could employ it reliably on significant scales, it might offer a powerful tool for countering rising fire risks as climate change drives up temperatures, dries out forests, and likely increases the frequency of lightning strikes.

“Preventing lightning on high-risk days saves lives, billions in wildfire costs, and is one of the highest-leverage and most immediate climate solutions available,” Sam Goldman, Skyward’s founder and chief executive, said in a statement posted on LinkedIn last year.

But researchers and environmental observers say there are plenty of remaining uncertainties, including how well the seeding may work under varying weather and climate conditions, how much material would need to be released, how frequently it would have to be done, and what sorts of secondary environmental impacts might result from lighting suppression on commercial scales.

Some observers are also concerned that the company appears to have moved ahead with weather modification field trials in parts of Canada without providing wide public notice or openly discussing what materials it’s putting into the clouds.

Given the escalating fire dangers, it’s “reasonable” to evaluate the potential for new technologies to mitigate them, says Keith Brooks, programs director at Environmental Defence, a Canadian advocacy organization.

“But we should be doing so cautiously and really transparently, with a robust scientific methodology that’s open to scrutiny,” he says.

Seeding the clouds

Skyward’s website offers few technical details, but the company says it worked with Canadian wildfire agencies in 2024 and 2025 to demonstrate its technology. The company also says it has developed AI tools to predict lightning strikes that could set off fires.

Skyward announced last month that it raised $7.9 million in Canadian dollars ($5.7 million), in an extension of a seed round initially closed early last year. Investors included Climate Innovation Capital, Active Impact Investments, and Diagram Ventures.

“Our first season demonstrated that prevention is possible at scale,” Goldman said in a statement. “This funding allows us to expand into new regions and support partners who need reliable, operational tools to reduce wildfire risk before emergencies begin.”

The company doesn’t use the term “cloud seeding” on its site or in its recent announcements. But a press release highlighting its selection as a finalist last year in a conservation group’s Fire Grand Challenge states that it suppresses lightning “by cloud seeding with safe, non-toxic materials to neutralize storm charges,” as The Narwhal previously reported.

In addition, Unorthodox Philanthropy, a foundation that provided a grant to support Skyward’s efforts “to test and deploy” the technology, offered more detail in an awardee write-up about Goldman.

It states: “The Skyward team … settled on an inert substance consisting of aluminum covered glass fibers, which is regularly used in military operations to intercept and confuse enemy radar and can also dis-charge clouds.”

Additional details were disclosed in a document marked “Proprietary and Confidential,” which the World Bank nonetheless released within a package of materials from companies developing means of addressing fire risks.

Skyward’s diagrams show planes dropping particles into clouds to prevent cloud-to-ground lightning strikes in “high risk areas.” The company also notes in the document that it uses artificial intelligence for a number of purposes, including forecasting lightning storms, prioritizing treatments, targeting storm cells, and optimizing flight paths.  

Harterre stressed that the company would deploy the technology judiciously and reserve it for storm events with elevated wildfire risk, adding that such storms account for less than 0.1% of lightning activity in a given area.

“Our objective is to reduce the probability of ignition on the limited number of extreme-risk days when fires threaten lives, critical infrastructure, and ecosystems, and when suppression costs and impacts can escalate rapidly,” he said.

The document posted by the World Bank states that Skyward partnered with Alberta Wildfire in August of 2024 to “prove suppression by plane and drone,” and that its process produced a “60-100% reduction” in lightning compared with “control cells” (which likely means storm cells that weren’t seeded). 

The document added that the company would be carrying out additional field trials in the summer of 2025 with the wildfire agencies in British Columbia and Alberta to “provide landscape level solutions with more advanced aircraft, sensors and forecasting.”

“BC Wildfire Service is aware that Skyward is developing technology that aims to reduce instances of lightning in targeted situations,” the British Columbia agency acknowledged in a statement provided to MIT Technology Review. “Last year, preliminary trials were conducted by Skyward to gain a better understand [sic] of the technology and its applicability in B.C. Should a project/technology like this move forward in B.C., we would engage with the project team in an effort to learn and ensure we’re using every tool available to us to respond to wildfire in B.C.”

The BC agency declined to make anyone available for an interview and didn’t respond to questions about what materials were used, where the tests were carried out, or whether it provided public disclosures or required the company to. Alberta Wildfire didn’t respond to similar questions from MIT Technology Review.

Rising lightning risks

Clouds are just water in various forms—vapor, droplets, and ice crystals, condensed enough to form the floating Rorschach tests we see in the sky. Within them, snowflakes and tiny ice pellets known as graupel rub together, causing atoms to trade electrons. This process creates highly reactive ions with negative and positive charges. 

Updrafts separate the light snowflakes from the graupel, building up larger differences in the charges across the electrical field until … crack! An electrostatic discharge occurs in the form of a lightning strike.

The 2023 fire season wasn’t a particularly big year for lightning strikes in Canada—but then it didn’t have to be. It was so hot and dry that every bolt that struck the surface had a better than usual chance of igniting a fire, says Piyush Jain, a research scientist at the Canadian Forest Service and lead author of a study published in Nature Communications that analyzed the year’s fires.  

aerial image of 2023 wildfire in Quebec
A fire burns in Mistissini, Québec, on June 12, 2023.
CPL MARC-ANDRé LECLERC/CANADIAN ARMED FORCES

Climate change is, however, likely to produce more lightning strikes, if it hasn’t started to already. Warmer air holds more moisture and adds more convective energy to the atmosphere, which drives the vertical movement of air that forms clouds and stirs up lightning storms. 

“So the conditions are there, and the conditions are likely to increase,” Jain says.

Different models arrive at different lightning forecasts for some regions of the world. But a clearer trend is already emerging in the northernmost latitudes, where the planet is warming fastest. Studies show that lightning-ignited fires have substantially increased in the Arctic boreal region, and predict that they will continue to rise

This combines with other growing risks like longer fire seasons, warmer temperatures, and drier vegetation, together raising the odds of more severe fires and more greenhouse-gas emissions, says Brendan Rogers, a senior scientist at the Woodwell Climate Research Center who studies the effect of fires on permafrost thaw.

In fact, Canada’s emissions from the 2023 fires were more than four times its emissions from fossil fuels.

Midcentury field trials

Scientists have conducted a variety of experiments exploring the possibility of preventing lightning, but most of it happened in the later half of the last century. 

Amid the cultural optimism and booming economy of the postwar period, US research agencies and corporations went on a tear of cloud seeding experiments aimed at conquering nature—or at least moderating its dangers. Research teams launched or dropped materials like dry ice and silver iodide into clouds in attempts to boost rainfall, reduce hail, dissipate fog, and redirect hurricanes.

“Cloud seeding activity was so intensive that at its peak in the early 1950s, approximately 10% of the US land area was under some kind of weather modification program,” wrote MIT’s Phillip Stepanian and Earle Williams in a 2024 history of lightning suppression efforts in the Bulletin of the American Meteorological Society. (MIT Technology Review is owned by MIT but is editorially independent.) 

Harry Gisborne, then chief of the division of fire research at the US Forest Service, wondered if the technique could be used to trigger downpours that might extinguish hard-to-reach wildfires on public lands. But when he put the question to Vincent Schaefer of General Electric, who had done pioneering research in cloud seeding, Schaefer thought they could perhaps do one better: prevent the lighting that sparked the fires in the first place.

The conversations kicked off what would become Project Skyfire, a multiagency private-public research program that carried out a series of experiments through the 1950s and 1960s. Research teams seeded clouds over the San Francisco Peaks of Arizona, the Bitterroot Mountains at the edge of Idaho, and the Deerlodge National Forest in Montana, among other places.

After comparing treated and untreated storm clouds, the researchers concluded that seeding decreased cloud-to-ground lightning by more than half. But as MIT’s Stepanian and Williams noted, the sample sizes were small, and questions remained about the statistical significance of the findings.

(Soviet scientists also carried out some field experiments on lightning suppression in the 1950s, as well as some related research that involved using rockets to launch lead iodide into thunderstorms in the 1970s, but it’s difficult to find further details about those programs.)

A near tragedy reignited US government interest in the possibility of lightning suppression in 1969, when lightning struck the Apollo 12 space shuttle twice within seconds of launch. The astronauts were able to reset their systems and successfully complete their mission to the moon, but it was a very close call.

In the aftermath, NASA and NOAA teamed up on what became known as Project Thunderbolt, which relied on the metallic chaff normally used in military countermeasures.

Researchers at the US Army Electronics Laboratory had previously proposed the possibility of suppressing lightning by deploying this material, which a handful of defense contractors manufacture. The idea is that chaff acts as a conductor in a forming electrical field, stripping electrons from some oxygen and nitrogen molecules and adding them to others. The mismatched electrons already collecting in cloud water molecules, thanks to all that rubbing between snowflakes and graupel, can then leap over to those newly charged atoms. That, in turn, should reduce the buildup of static electricity that otherwise results in lightning.

“By continuously redistributing—and thereby neutralizing—charges within the storm in a weak electric field, the strong electric fields required to produce lightning would never develop,” Stepanian and Williams wrote.

NASA and NOAA carried out a series of experiments seeding clouds with chaff from the early to mid 1970s, over Boulder, Colorado, and later at the Kennedy Space Center. Here, too, the experiments showed “generally promising field results.” But NASA eventually grew concerned about the possibility that chaff could affect radio communications and shuttered the program.

“Lightning suppression research was once again abandoned, and the responsibility for mitigating lightning hazards reverted to weather forecasters,” Stepanian and Williams concluded.

‘Hard to draw conclusions’

So what does all this tell us about our ability to prevent lightning?

“In my opinion, it’s unambiguously true that this technique can be used to reduce lightning strikes in a storm,” says Stepanian, a technical staff member at MIT Lincoln Laboratory’s air traffic control and weather systems group. “With some major caveats.”

For example, it’s not clear how much material you would need to release, how long it would persist, and how the effectiveness might change under different climate and weather conditions.

(Stepanian consulted with Skyward in its early stages, and he declined to discuss the startup.)

His coauthor on the history of lightning suppression seems a tad more skeptical. In an email, Williams, a research scientist at MIT who studies physical meteorology and atmospheric electricity, said there’s unmistakable evidence that chaff “has an impact on the electrification of thunderstorms.” But in email responses, he said its effectiveness in reducing or eliminating lighting activity “remains controversial” and requires further testing. (Williams says he did not consult for Skyward.) 

In his own written reviews, he’s highlighted a number of potential shortcomings with earlier research, including unaccounted-for differences in cloud heights between treated and untreated storms. In addition, he’s noted that some studies used detection systems that pick up only cloud-to-ground strikes, not intracloud lightning, which is far more common. 

He also points to the results of a more recent study that he and Stepanian collaborated on with researchers at New Mexico Tech. They relied upon data from weather radars in Tampa and Melbourne, Florida, located on opposite sides of the state, to detect the presence of chaff released over the central part of the state during military training and testing exercises. 

They compared 35 storms during which chaff was clearly detected in clouds with 35 instances when it wasn’t.

According to an abstract of the paper—which hasn’t been peer-reviewed or published but was presented at the American Geophysical Union conference in December—storms that occurred when chaff was present were generally “smaller and shorter-lived.” 

But the number of total flashes—which includes ground strikes as well as lightning within and between clouds and the air—was actually significantly higher in clouds carrying chaff: 62,250 versus 24,492.

“In summary, so far, it is hard to draw any conclusion about lightning suppression using chaff,” the authors wrote.

Williams says their results and other studies suggest that large chaff concentrations may be needed to suppress lightning. That could be because there’s a strong tendency for the ions released from the chaff fibers to be captured by cloud droplets before they reach the charged particles that would need to be neutralized.

But that may also present a significant deployment challenge, since chaff quickly becomes dilute once it’s released into the midst of turbulent storm clouds, Williams adds. 

Skyward’s Harterre said he couldn’t comment on the results of the Florida study but noted that storms in the state are very different from those that occur in the Canadian provinces where his company operates.

“Our work to date has focused on regions where operational feasibility has been evaluated and wildfire risk is highest,” he wrote.

‘Unintended consequences’

The possibility of releasing more chaff into the air also raises the questions of what else it could do in the atmosphere, and what will happen once it lands. 

The US military has produced a number of studies exploring the environmental and health effects of chaff and found that it disperses widely, breaks down in the environment, and is “generally nontoxic.”

For instance, a Naval Health Research Center report assessing environmental impacts from decades of training exercises near Chesapeake Bay concluded that “current and estimated use of aluminized chaff by American forces worldwide” will not raise total aluminum levels above the Environmental Protection Agency’s established limits. 

But a US Government Accountability Office report in 1998 raised a few other flags, noting that chaff can also affect civilian air traffic control radar and weather forecasts. It also highlighted a “potential but remote chance of collecting in reservoirs and causing chemical changes that may affect water and the species that use it.”

Stepanian says that if lightning suppression efforts require more chaff than the military currently releases, further studies may be needed to properly evaluate the environmental effects. 

Brooks of Environmental Defence Canada says he wants to know more about what materials Skyward is using, where they’re sourced from, what the effort leaves behind in the environment, and what the impacts on animals could be. He is also wary of the possible secondary effects of intervening in storms.

“I just think there’s the potential for unintended consequences if we start to mess with a complex system, like weather,” Brooks says, adding: “It makes me nervous to think there are pilots going on without people knowing about them.”

Harterre said that the company abides by any applicable regulations, and that it conducts its field activities “in coordination with relevant authorities and with appropriate authorization.”

He added that it releases seeding materials at lower volumes and concentrations than those associated with defense use and that deployments “are limited to defined high-wildfire-risk storm conditions.”

Remaining doubts

It’s not clear whether or to what degree Skyward has meaningfully advanced the science of lightning suppression or cleared up the questions that have lingered since the studies from the last century. 

The company hasn’t released data from its field trials, published any papers in peer-reviewed literature, or disclosed how its tests were performed, as far as MIT Technology Review was able to determine. 

Without such information it’s impossible to assess its claims, Williams says. He and two of his New Mexico Tech coauthors—associate professor Adonis Leal and master’s student Jhonys Moura—had all expressed skepticism about the company’s previous claim of “up to 100%” lightning prevention.

Harterre said Skyward intends to release more technical information as its programs mature.

“We look forward to the opportunity to share more detailed information,” he wrote.

In the meantime, Skyward’s investors have high hopes for the company and see “tremendous opportunity” in its potential ability to counteract fire dangers.

“Mitigating the exponentially increasing risk of wildfires can only happen if we shift from reactive suppression to proactive prevention,” Kevin Kimsa, managing partner of Climate Innovation Capital, said in a statement when the company’s recent funding was announced.

Rogers, of the Woodwell Climate Research Center, has spoken with Skyward several times but hasn’t worked with them. He also stressed that it’s crucial to understand potential environmental impacts from lightning suppression and to consult with citizens in affected areas, including Indigenous communities.

But he says he’s “optimistic” about the role that lighting suppression could play, if it works effectively and without major downsides.

That’s because preventing wildfires is far cheaper than putting them out, and it avoids risks to firefighters, ecosystems, infrastructure and local communities.

“If you’re able to go after fires before they’ve even ignited, you remove a lot of that from the equation,” he says.

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Quantum Elements cuts quantum error rates using AI-powered digital twin

“That’s pretty clever, actually,” Sutor says. “It’s a little microwave pulse. That fixes some of the errors.” The Quantum Elements paper specifically addressed quantum error correction in IBM’s 127-qubit superconducting processor. But these techniques might also be able to be generalized to other types of quantum computers, Sutor says. And

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How AWS is reinventing the telco revenue model

Consider what that means for the mobile operator and its relationship with its customers. Instead of selling a generic 5G pipe with a static SLA, a telco can now sell a dynamic, guaranteed slice for a specific use case—say, a remote robotic surgery setup or a high-density, low-latency industrial IoT

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What’s the biggest barrier to AI success?

AI’s challenge starts with definition. We hear all the time about how AI raises productivity, and many have experienced that themselves. But what, exactly, does “productivity” mean? To the average person, it means they can do things with less effort, which they like, so it generates a lot of favorable

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Brent retreats from highs after Trump signals Iran war nearing end

@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); a { color: var(–color-primary-main); } .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; font-family: Inter; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } Oil futures eased from recent highs Tuesday as markets reacted to comments from US President Donald Trump suggesting the war with Iran may be nearing its conclusion, easing concerns about prolonged disruptions to Middle East crude supplies. Brent crude had climbed above $100/bbl amid escalating tensions in the region and fears that the war could prolong disruptions to shipments through the Strait of Hormuz—one of the world’s most critical energy chokepoints and a transit route for roughly one-fifth of global oil supply. Prices pulled back after Pres. Trump said the war was “almost done,” prompting traders to reassess the risk premium that had built into crude markets during the latest escalation. The earlier gains were driven by the fact that the war had disrupted tanker traffic in the Strait of Hormuz, raising concerns about wider supply disruptions from major Gulf oil producers. While the latest remarks helped calm markets, analysts note that geopolitical risks remain elevated and price volatility is likely to persist as traders monitor developments in the region. Any renewed escalation could quickly send crude prices higher again.

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Southwest Arkansas lithium project moves toward FID with 10-year offtake deal

Smackover Lithium, a joint venture between Standard Lithium Ltd. and Equinor, through subsidiaries of Equinor ASA, signed the first commercial offtake agreement for the South West Arkansas Project (SWA Project) with commodities group Trafigura Trading LLC. Under the terms of a binding take-or-pay offtake agreement, the JV will supply Trafigura with 8,000 metric tonnes/year (tpy) of battery-quality lithium carbonate (Li2CO3) over a 10-year period, beginning at the start of commercial production. Smackover Lithium is expected to achieve final investment decision (FID) for the project, which aims to use direct lithium extraction technology to produce lithium from brine resources in the Smackover formation in southern Arkansas, in 2026, with first production anticipated in 2028. The project encompasses about 30,000 acres of brine leases in the region, with the initial phase of project development focused on production from the 20,854-acre Reynolds Brine Unit.   Front-end engineering design was completed in support of a definitive feasibility study with a principal recommendation that the project is ready to progress to FID.  While pricing terms of the Trafigura deal were kept confidential, Standard Lithium said they are “structured to support the anticipated financing for the project.” The JV is seeking to finalize customer offtake agreements for roughly 80% of the 22,500 tonnes of annual nameplate lithium carbonate capacity for the initial phase of the project. This agreement represents over 40% of the targeted offtake commitments. Formed in 2024, Smackover Lithium is developing multiple DLE projects in Southwest Arkansas and East Texas. Standard Lithium is operator of the projecs with 55% interest. Equinor holds the remaining 45% interest.

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Equinor makes oil and gas discoveries in the North Sea

Equinor Energy AS discovered oil in the Troll area and gas and condensate in the Sleipner area of the North Sea. Byrding C discovery well 35/11-32 S in production license (PL) 090 HS was made 5 km northwest of Fram field in Troll. The well was drilled by the COSL Innovator rig in 373 m of water to 3,517 m TVD subsea. It was terminated in the Heather formation from the Middle Jurassic. The primary exploration target was to prove petroleum in reservoir rocks from the Late Jurassic deep marine equivalent to the Sognefjord formation. The secondary target was to prove petroleum and investigate the presence of potential reservoir rocks in two prospective intervals from the Middle Jurassic in deep marine equivalents to the Fensfjord formation. The well encountered a 22-m oil column in sandstone layers in the Sognefjord formation with a total thickness of 82 m, of which 70 m was sandstone with moderate to good reservoir properties. The oil-water contact was encountered. The secondary exploration target in the Fensfjord formation did not prove reservoir rocks or hydrocarbons. The well was not formation-tested, but data and samples were collected. The well has been permanently plugged. Preliminary estimates indicate the size of the discovery is 4.4–8.2 MMboe. Oil discovered in Byrding C will be produced using existing or future infrastructure in the area. The Frida Kahlo discovery was drilled from the Sleipner B platform in production license PL 046 northwest of Sleipner Vest and is estimated to contain 5–9 MMboe of gas and condensate. The well will be brought on stream as early as April. The four most recent exploration wells in the Sleipner area, drilled over a 3-month period, include Lofn, Langemann, Sissel, and Frida Kahlo. All have all proven gas and condensate in the Hugin formation, with combined estimated

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IEA launches record strategic oil release as Middle East war disrupts supply

The International Energy Agency (IEA) on Mar. 11 approved the largest emergency oil stock release in its history, making 400 million bbl available from member-country reserves in response to market disruptions tied to the war in the Middle East. The coordinated action, agreed unanimously by the IEA’s 32 member countries, is intended to ease supply pressure and temper price volatility as crude markets react to disrupted flows through the Strait of Hormuz. “The conflict in the Middle East is having significant impacts on global oil and gas markets, with major implications for energy security, energy affordability and the global economy for oil,” IEA executive director Fatih Birol said. The release more than doubles the previous IEA record set in 2022, when member countries collectively made 182.7 million bbl available following Russia’s invasion of Ukraine. Under the IEA system, member countries are required to maintain emergency oil stocks equal to at least 90 days of net imports, giving the agency a mechanism to respond when severe disruptions threaten global supply. The move comes after crude prices surged amid concerns that the US-Iran war could lead to prolonged disruption of exports from the Gulf. Despite the planned stock release, traders remain uncertain about whether reserve barrels alone will be enough to offset losses if the disruption persists. IEA said the emergency barrels will be supplied to the market from government-controlled and obligated industry stocks held across member countries. The action marks the sixth coordinated stock release in the agency’s history and underscores the seriousness of the current supply shock. Earlier the day, Japanese Prime Minister Sanae Takaichi said that Japan might start using its strategic oil reserves as early as next week, citing Japan’s unusually high dependence on Middle Eastern crude oil.

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Infographic: Strait of Hormuz energy trade 2025

@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); a { color: var(–color-primary-main); } .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; font-family: Inter; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } Coordinated attacks Feb. 28 by the US and Israel on Iran and the since-escalated conflict have nearly halted shipping traffic through the Strait of Hormuz, which typically carries about 20% of the world’s crude oil and natural gas. OGJ Statistics Editor Laura Bell-Hammer compiled data to showcase 2025 energy trade through the critical transit chokepoint.   <!–> –> <!–> ]–> <!–> ]–>

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BOEM: US OCS holds 65.8 billion bbl of technically recoverable reserves

The US Outer Continental Shelf (OCS) holds mean undiscovered technically recoverable resources (UTRR) of 65.8 billion bbl of oil and 218.43 tcf of natural gas, the US Bureau of Ocean Energy Management (BOEM) said Mar. 9. Based on current production trends, these undiscovered resources represent the potential for 100 or more years of energy production from the US Outer Continental Shelf (OCS), BOEM said. A large portion of undiscovered OSC resources is located offshore the Gulf of Mexico and Alaska, according to the report. The offshore Gulf holds 26.9 million bbl of oil and 45.59 tcf of gas, while offshore Alaska holds an estimated mean 24.1 million bbl of oil and 122.29 tcf of gas. Offshore Pacific holds a mean UTRR of 10.3 million barrels of oil and 16.2 trillion cubic feet of gas, the report said. Offshore Atlantic holds a mean UTRR of 10.3 billion barrels of oil and 16.2 trillion cubic feet of gas. The assessment also evaluates the impact of prices on hydrocarbon recovery. Alaska is particularly price-sensitive, with mean undiscovered economically recoverable resources (UERR) negligible until prices average $100/bbl and $17.79/Mcf. At those levels, the mean UERR stands at 6.25 billion bbl and 13.25 tcf. At $160/bbl and $28.47/Mcf, recoverable resources jump to 14.67 billion bbl and 58.78 tcf. In the Gulf of Mexico, the mean UERR is 17.51 billion bbl of oil and 13.71 tcf at average prices of $60/bbl and $3.20/Mcf, increasing to 20.51 billion bbl and 17.49 tcf at average prices of $100/bbl and $5.34/Mcf, respectively. BOEM conducts a national resource assessment every 4 years to understand the “distribution of undiscovered oil and gas resources on the OCS” and identify opportunities for additional oil and gas exploration and development. “The Outer Continental Shelf holds tremendous resource potential,” said BOEM Acting Director Matt Giacona. “This

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Who’s in the data-center space race?

But not everyone is that optimistic. According to Gartner, space-based data centers won’t be useful for decades, so companies should focus on expanding capacity down here on Earth. “I honestly think the idea with the current landscape of putting data centers in space is ridiculous,” OpenAI CEO Sam Altman told The Indian Express in February. Current satellite computing can’t easily scale to data centers, agrees Holger Mueller, an analyst at Constellation Research. “Weight is still the restriction,” he says. “It’s the equivalent of you buying a tablet or small laptop to travel across Latin America versus putting in a data center in the Amazon. Different power requirements, investment, totally different setup.” Then there are issues like damaged solar panels from meteorite storms and satellite debris, he adds. “You would have to pay for operational redundancy, which is further investment.” “Data centers will be built where they are affordable,” he says. “I don’t see space happening soon. Remember the Microsoft submerged one? Crickets…” But he agrees that solar power is nice, though the sun is only visible from one side of the planet at any given time. And space is cold, he says. Cooling down in outer space In fact, space is very cold. Close to absolute zero cold. But vacuum is also a great insulator, and there’s no air to move the heat around. “You can’t convect heat away,” says Richard Bonner, CTO at Accelsius, a liquid cooling company. Bonner has worked on NASA research projects about the challenge of cooling in space and is very familiar with the problem. A small proportion of the heat might be turned back into useful electricity, but that’s not really a solution, he says, because computer chips don’t get quite that hot. Instead, heat is radiated. When an object warms up, it generates

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Community Opposition Emerges as New Gatekeeper for AI Data Center Expansion

The rapid global buildout of AI infrastructure is colliding with a new constraint that hyperscalers cannot solve with capital or GPUs: local opposition. In the first months of 2026, community resistance has already begun reshaping the development pipeline. A February analysis by Sightline Climate estimates that 30–50 percent of the data center capacity expected to come online in 2026 may not be delivered on schedule, reflecting a growing set of constraints that now include power availability, permitting challenges, and increasingly organized local opposition. The financial stakes are already substantial. Recent reporting indicates that tens of billions of dollars in planned data center development have been delayed or halted amid community pushback, including an estimated $98 billion worth of projects delayed or blocked in a single quarter of 2025, according to research cited by Data Center Watch. What had been framed throughout 2024 and 2025 as an inevitable expansion of hyperscale campuses, gigawatt-scale power agreements, and AI “factory” clusters is now encountering a different kind of gatekeeper: the communities expected to host the infrastructure. The shift is already visible in project outcomes. Across the United States, multiple projects were canceled, blocked, or fundamentally reshaped in the opening months of 2026 due to organized local opposition. Reporting from The Guardian found that 26 data center projects were canceled in December and January, compared with just one cancellation in October, suggesting that community resistance campaigns are increasingly capable of stopping projects before construction begins. At the same time, local governments are responding to community pressure with moratoriums, zoning restrictions, and permitting delays that can stall projects long enough to jeopardize financing or push developers to seek more favorable jurisdictions. While opposition to data center development is not new, the scale, coordination, and success rate of these efforts suggest a structural shift in how

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From Real Estate to AI Factories: 7×24 Exchange’s Michael Siteman on Power, Politics, and the New Logic of Data Center Development

The data center industry’s explosive growth in the AI era is transforming how projects are conceived, financed, and built. What was once a real estate-driven business has become something far more complex: an engineering and infrastructure challenge defined by power availability, network topology, and local politics. That was one of the key themes in this recent episode of the Data Center Frontier Show podcast, where Editor-in-Chief Matt Vincent spoke with Michael Siteman, President of Prodigious Proclivities and a longtime leader and board member within 7×24 Exchange International. Drawing on decades of experience spanning brokerage, development, connectivity strategy, and infrastructure advisory, Siteman offered a field-level view of how the industry is adapting to the demands of AI-driven infrastructure. “The business used to be a pure real estate play,” Siteman said. “Now it’s a systems engineering problem. It’s power, network topology, the real estate itself, and political risk—all of these factors that have to work together.” Site Selection Becomes Systems Engineering For much of the early data center era, location decisions revolved around traditional real estate considerations: available buildings, proximity to customers, and nearby fiber connectivity. That logic has fundamentally changed. “Years ago, the question was: Is there a building? Are there carriers nearby?” Siteman recalled. “Now it’s completely different. Power availability, network topology, community acceptance—these are the variables that define whether a site works.” Utilities themselves have become gatekeepers in the process. “You go to a utility and ask if there’s power,” he explained. “They might say, ‘We might have power, but you have to pay us to study whether we actually have power.’” In many regions experiencing rapid digital infrastructure expansion, the answer increasingly comes back the same: there simply isn’t enough grid capacity available. Power Becomes the Project In the gigawatt-scale era of AI infrastructure, power strategy has moved

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Meta’s Expanded MTIA Roadmap Signals a New Phase in AI Data Center Architecture

Silicon as a Data Center Design Tool Custom silicon also allows hyperscale operators to shape the physical characteristics of the infrastructure around it. Traditional GPU platforms often arrive with fixed power envelopes and thermal constraints. But internally designed accelerators allow companies like Meta to tailor chips to the rack-level power and cooling budgets of their own data center architecture. That flexibility becomes increasingly important as AI infrastructure pushes power densities far beyond traditional enterprise deployments. Custom accelerators like MTIA can be engineered to fit within the liquid-to-chip cooling frameworks now emerging in hyperscale AI racks. These systems circulate coolant directly across cold plates attached to processors, removing heat far more efficiently than air cooling and enabling higher compute densities. For operators running thousands of racks across multiple campuses, small improvements in performance-per-watt can translate into enormous reductions in total power demand. Software-Defined Power One of the subtler advantages of custom silicon lies in how it interacts with data center power systems. By controlling chip-level power management features such as power capping and workload throttling, operators can fine-tune how servers consume electricity inside each rack. This creates opportunities to safely run racks closer to their electrical limits without triggering breaker trips or thermal overloads. In practice, that means data center operators can extract more useful compute from the same electrical infrastructure. At hyperscale, where campuses may draw hundreds of megawatts, these efficiencies have a direct impact on capital planning and grid interconnection requirements. The Interconnect Layer AI accelerators do not operate in isolation. Their effectiveness depends heavily on how they connect to memory, storage, and other compute nodes across the cluster. Industry analysts expect next-generation inference platforms to rely increasingly on high-speed interconnect technologies such as CXL (Compute Express Link) and advanced networking fabrics to support disaggregated memory architectures and low-latency

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PJM Moves to Redefine Behind-the-Meter Power for AI Data Centers

PJM Interconnection is moving to rewrite how behind-the-meter power is treated across its grid, signaling a major shift as AI-scale data centers push electricity demand into territory the current regulatory framework was never designed to handle. For years, PJM’s retail behind-the-meter generation rules allowed customers with onsite generation to “net” their load, reducing the amount of demand counted for transmission and other grid-related charges. The framework dates back to 2004, when behind-the-meter generation was typically associated with smaller industrial facilities or campus-style energy systems. PJM now argues that those assumptions no longer hold. The arrival of very large co-located loads, particularly hyperscale and AI data centers seeking hundreds of megawatts of power on accelerated timelines, has exposed gaps in how the system accounts for and plans around those facilities. In February 2026, PJM asked the Federal Energy Regulatory Commission to approve a tariff rewrite that would sharply limit how new large loads can rely on legacy netting rules. The move reflects a broader challenge facing grid operators as the rapid expansion of AI infrastructure begins to collide with planning frameworks built for a far slower era of demand growth. The proposal follows directly from a December 18, 2025 order from FERC finding that PJM’s existing tariff was “unjust and unreasonable” because it lacked clear rates, terms, and conditions governing co-location arrangements between large loads and generating facilities. Rather than prohibiting co-location, the commission directed PJM to create transparent rules allowing data centers and other large consumers to pair with generation while still protecting system reliability and other ratepayers. In essence, FERC told PJM not to shut the door on these arrangements, but to stop improvising and build a formal framework capable of supporting them. Why Behind-the-Meter Power Matters Behind-the-meter arrangements have become one of the most attractive strategies for hyperscale

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The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth

Power is rapidly becoming the defining constraint on the next phase of data center growth. Across the industry, developers and hyperscalers are discovering that the biggest obstacle to deploying AI infrastructure is no longer capital, land, or connectivity. It’s electricity. In major markets from Northern Virginia to Texas, grid interconnection timelines are stretching out for years as utilities struggle to keep pace with a surge in large-load requests from AI-driven infrastructure. A new industry analysis from Bloom Energy reinforces that emerging reality. The company’s 2026 Data Center Power Report finds that electricity availability has moved from a planning consideration to a defining boundary on data center expansion, transforming site selection, power strategies, and the design of next-generation AI campuses. Based on surveys of hyperscalers, colocation providers, utilities, and equipment suppliers conducted through 2025, the report concludes that the determinants of data center growth are changing in the AI era. Across the industry, the result is a structural shift in how data centers are planned, financed, and powered. Industry executives interviewed for the report say the shift is already visible in real-world development decisions. “We’re seeing a geographic shift as certain regions become more power-friendly and therefore more attractive for data center construction,” said a hyperscaler energy executive quoted in the report, noting that developers are increasingly prioritizing markets where large blocks of electricity can be secured quickly and predictably. AI Load Is Accelerating Faster Than the Grid Bloom’s analysis suggests that U.S. data center IT load could grow from roughly 80 gigawatts in 2025 to about 150 gigawatts by 2028, effectively doubling within three years as AI training clusters and inference infrastructure expand. That surge is already showing up in grid planning models. The Electric Reliability Council of Texas (ERCOT), which oversees the Texas power market, now forecasts that statewide

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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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