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The snow gods: How a couple of ski bums built the internet’s best weather app

The best snow-forecasting app for skiers and snowboarders isn’t from any of the federally funded weather services. Nor from any of the big-name brands. It’s an independent app startup that leverages government data, its own AI models, and decades of alpine-life experience to offer better snow (and soon avalanche) predictions than anything else out there.Skiers in the know follow OpenSnow and won’t bother heading to the mountains—from Alpine Meadows to Mont Blanc, Crested Butte to Killington—unless this small team of trusted weathered men tells them to. (And yes, they’re all men.) The app has made microcelebrities of its forecasters, who sift through and analyze reams of data to write “Daily Snow” reports for locations throughout the world. “I’m F-list famous,” OpenSnow founding partner and forecaster Bryan Allegretto says with a laugh. “Not even D-list.”  The app has proved especially vital this year, which has been one of the weirder winters on record. The US West saw very little daily snow, despite an intense storm cycle that led to one of the deadliest avalanches in history. That storm was followed by one of the fastest melts in memory, and several resorts in California are already shutting down for the season. Meanwhile, in the East, the ongoing snowfall has offered a rare gift: a deep and seemingly endless winter..  MIT Technology Review caught up with Allegretto, better known as BA, in the Tahoe mountains to talk about the weather, AI, avalanches, and how a little weather app became the closest thing powder-hounds have to a crystal ball: a daily dump of the freshest, most decipherable, and most micro-accurate forecasts in the biz. And how two once-broke ski bums—Allegretto and his Colorado counterpart, CEO Joel Gratz— managed to bootstrap a business and turn an email list of 37 into a cult following half a million strong.  This interview has been edited for clarity and accuracy.  You grew up in New Jersey. Middle of the pack as far as snowy states. What were your winters like as a kid? I was always obsessed with weather. Especially severe weather. Nor’easters. There was the blizzard of ’89, I believe, that hit the East Coast hard—dropped two to three feet of snow, which was a lot for the Jersey Shore. My dad worked for the highway authority, so he had tools other than the evening news. He was in charge of calling out the snowplows whenever it snowed, so I just remember chasing storms with my dad. I wasn’t allowed to ride in the snowplows. I’d watch them. When I got older, I was the one shoveling the neighbors’ driveways. I just liked being out there. In it. In college, I used to go around and shovel all the girls’ sidewalks. That was fun.  When did you start skiing? We would cut school and take a bus to go skiing, unbeknownst to our parents. It was the ’90s, and the surfers decided snowboarding would be fun, so the local surf shop started  running a bus and all these surfers would show up and hop the bus to Hunter Mountain. We’d drive to the Poconos, go night skiing, turn around. It wasn’t uncommon for me in high school to get in the car by myself, either —and just drive. Me, my dog, my backpack. I’d sleep in gas stations and ski. Storm-chasing around the Northeast.  What were you really chasing, you think? Natural highs. Happiness. I’ve always been a soul-searcher. I grew up in a crazy house situation, a broken home. My dad left. My mom became a drug addict. I just wanted to be gone. I’m the oldest. I was always trying to help my mom and make sure she was okay. No one was telling me to go to school and have a career. I just wanted to do something that fulfills me. How’d you go about figuring out what that was?  For me, to go to school was a big task, given where I was coming out of. There wasn’t any money. I could get grants and scholarships because my mom was so poor. I wanted to go to Penn State but didn’t have the grades. I ended up at Kean, a public university in New Jersey. It had a meteorology program. We got to go to New York City, to NBC, and practiced on the green screen. In meteorology school, I started thinking: How do I work in the ski and snowboard industry and use weather at the same time? I went to Rowan [University] for business, in South Jersey, and in between moved to Hawaii to surf and spent a year teaching snowboarding. My goal the whole time was to not work in a career I hated. I imagine you weren’t like most meteorology students.  Us punk rockers, skaters, snowboarders—we were a little different than the typical meteorology nerds. I was the radical storm chaser. A big personality. I still am. You didn’t quite fit the traditional weatherman mold. Back then, there were no smartphones or social media. If you were a meteorologist, you either worked in a cubicle for the government or at an insurance company assessing weather risk.  Or you were on the local news. That wasn’t my thing. They didn’t want Grizzly Adams up there with his big beard. Beards belong in the mountains? Meteorologists live in cities because that’s where the jobs are. They don’t live in small mountain towns.  That’s what was missing in the industry. When I moved to Tahoe, in 2006, I realized nobody had any trust in the weather forecasts. It was more like a “We’ll believe it when we see it” old-fashioned mentality. If you’re a forecaster in flat areas, you just look at the weather model and regurgitate the news. Weathermen in Sacramento or Reno didn’t give a crap about the ski resorts! They’d just say “We’ll see three feet above 6,000 feet” and go on to the next segment. And skiers were like: “Wait a minute. Is it going to be windy at the top?” I thought: Let’s home in and give skiers what they’re looking for. So you were living in Tahoe, skiing and forecasting? I was working in the office at a resort, snowboarding, and doing weather on the side. I’d get up at 4 a.m. and do it before my 9 a.m. day job. Forecasting, figuring out: How the heck do these storms interact with these mountains? I started emailing everyone in the office what I’d see coming, and people kept saying “Add me! Add me!”  Eventually, resorts around Tahoe started asking to use my forecasts. How were you actually forecasting, though?  The NOAA, the GFS [Global Forecasting System], the Canadian model, the Euro model, German, Japanese—all these governments make these weather models to forecast the weather. And share it. Anyone can access it. But you can’t just look at a weather model and go, Yep, that’s what’s going to happen. That’s not how it works in the mountains. It’s way harder. You can’t rely on model data. It’s low-res, forecasting for a grid area that’s too big. It can’t understand what’s going on. It’s going to generalize the weather. You can try that, but you’re going to be wrong. A lot of people are going to stop listening. I was able to forecast more accurately than most people because I was living there; I could fix a lot of these errors. Around 2007, I started my own website, Tahoe Weather Discussion. Bryan Allegretto (right) on the lift with OpenSnow CEO Joel Gratz and Gratz’ wife Lauren.COURTESY OF BRYAN ALLEGRETTO Snazzy. Meanwhile, I heard about this guy Joel out in Boulder, Colorado. People were telling us about each other, saying: “You guys are doing the same thing!” He was sleeping on his friend’s couch, running a site called Colorado Powder Forecast. And then there was Evan [Thayer, who would later join the company], in Utah. I think his website was called Wasatch Forecast.  Great minds!He actually grew up outside Philly, only about an hour from me. We both were obsessed with storms and snow and moved west to the mountains and started similar websites. We would’ve been best friends as kids! Anyway, Joel called me in 2010 and was like, “Hey. I’m building this site, forecasting skiing in ski states.” And wanted me to join. He knew I had big traffic. He was like, “Let’s do it together, not against each other.” I asked, “What’s the pay?” He said, Zero. Give me your company.  And you just said: Yeah, sounds good? I just really trusted him. He’d asked Evan too—but Evan was like, Give you my site and my traffic for free?? No, I built this. A normal response. I was the knucklehead that was like, okay. Evan was still single. I already had a wife and two kids. I’d just had my son. I was working two jobs. I was so overwhelmed. So busy with my day job, as an account manager at the Ritz at North Star. Vail had just bought them and we all thought we were going to lose our jobs. My site was struggling. I was desperate for somebody to do it with. I think I thought it was a good opportunity. I was scared, though. For sure.   That was 15 years ago. How’d OpenSnow work in the old days?  We were just using our brains. That’s how it started: with us using our brains.Looking at all the weather models—all the data from the government models and airplanes, satellites, balloons. A million places. Building spreadsheets and fixing all the errors in the forecast models. We’d take the data and reconfigure it—appropriate it for the mountains. It was all manual for a really long time. How manual?  It was old-school. All the resorts had snowfall reports on their sites, and I was the one hand-keying it in: “three to six inches.” That was me on the back end, typing it in every single morning for every single ski resort. It’d take me hours.  And then? Around 2018, we built our own weather model to do what we were doing. We called it METEOS. It’s an acronym—I can’t even remember what it stood for!  METEOS was just us using our brains and our experience to create formulas. It automated everything and allowed us to create a grid across the whole world and forecast for any GPS point. It took all this data, ingested it, fixed some of it, and then spit out a forecast for any location. In the world.  Were you guys making any money?  It was crap in the beginning. Advertising-based. We stole Eric Strassburger from The Denver Post —he doubled our ad revenue in his first year full-time with us. Still, Google Ads had chopped our ad rates in half; it wasn’t a good long-term strategy to rely just on ads. We had to pivot to plan B so we didn’t go out of business.  Subscriptions. When all the newspapers started charging to read articles, Joel was like: We are meteorologists writing columns every day. Journalism weather is not sustainable! We need to be a weather site. We need to be a weather app.  What happened when you moved from ads to subscriptions?  The money took off.  We could quit our day jobs and work full time on OpenSnow. The company exploded. We were like: Are people gonna really pay for this? They did! Although they could still access the majority of the site for free.  At the end of 2021, you put in a pay wall?That’s when we panicked! We’re gonna lose 90% of our customers! But 10% will stay loyal and pay. Since the beginning, there’s been only two times our traffic went down: the paywall and covid. Otherwise, every year it’s gone up. People were like, Okay I can’t live without this. I admit, I’m one of those people. So is my editor. Any other weather app is useless for skiers. When it comes to ski towns, everyone uses OpenSnow. When the Tahoe avalanche happened, we were up early on search-and-rescue calls, helping the rescuers with forecasts. We’re now the official lead forecast providers for Ski California. Ski Utah. Head of Forecasting for National Ski Patrol. Professional Ski Instructors of America. US Collegiate Ski & Snowboard Association. Dozens of destinations and ski resorts. Joel doesn’t like to talk about it publicly, but our renewals and retention and open rates blow away the industry standards.  I bet. OpenSnow is like a benevolent cult.  People connect with a small company with underground roots. We’re independent. Fourteen full-time, plus seasonal. About half have meteorology backgrounds, from bachelor’s to doctoral degrees. Our very first employee was Sam Collentine,  a meteorology student in Boulder, who started as an intern in 2012 and is now our COO and does everything.  Sounds like employees and subscribers sign on and just … stay. Everyone stays! Our cofounder Andrew Murray, Joel’s friend and OpenSnow’s web designer, left around 2021. But yeah, people feel like they know us. They’ve been reading me in Tahoe with their coffee for 20 years! I get recognized everywhere I go. For example, I broke my binding, and went into a ski shop and asked if I could demo. And the guy was like, ARE YOU BA? Just take it! Sounds fun—until you just want to have dinner with your family, or buy a glove. Joel gets the same thing—people make Joel shrines in the slopes that look like Catholic candles. You guys are like modern-day snow gods. Gods of snow. People are weird. How weird? Someone once sent me a photo, saying: “Look, my friend dressed up as you for Halloween!” People are always inviting me over to dinner, to PlumpJack with Jonny Moseley. I guess they want to hang out with the “Who’s who of Tahoe.” There was an executive from Pixar who had me to his multimillion-dollar home on the west shore of Lake Tahoe. He had a photo of me over the fireplace in the bathroom. I thought: That’s weird, he has a photo of me over the fireplace. What was even weirder, though: It was autographed. I’ve never autographed a photo in my life! This guy just signed it—himself. I didn’t say anything. I just left. Do you get a lot of hate mail? Mean DMs?  Thousands. People think I can make it snow. I think they think I’m to blame when it doesn’t. The other day, someone messaged me on Instagram with a picture I’d posted over California of the high-pressure map—somebody had shared it, and wrote “Fuck Bryan Allegretto” over the high pressure. Hilarious. People were yelling at me during covid: You’re encouraging people to go out skiing! It wasn’t March 202o, it was January 2022. I’ve since deleted my personal social media. I never wanted to be in the spotlight. That’s the whole reason signing off my forecasts with “BA” became a thing— I didn’t want to use my full name. I just do it because it’s good for the company. Joel realized years ago that people come to us for forecasts —and forecasters. That’s why we still have forecasters. Even though AI can do what we’re doing now. Is AI doing what you do now?  We were using METEOS until this season. In December, we launched PEAKS. We built our own machine-learning model. The AI is taking what we were doing—and doing it everywhere, faster. The whole world instantly, in minutes. It can go back and actually ingest decades of government data—estimated weather conditions over the entire US from 1979 to 2021—and correct the errors.  What makes it so accurate? Before PEAKS, it wasn’t very specific. The data used to be what Joel calls “blobby”—like giant blobs, just big splotches of color over a mountain range. It’s like, if you take a pen and press into a piece of paper, the ink will spill out. The AI is like if you just tap the paper. A dot versus a blot. Now we can know how much it will snow, say, in the parking lot at Palisades and how much at the summit. It’s less blobby, more rigid and defined.  Defined how? All weather models output forecasts on a grid. The gridpoints are essentially averaged data over the grid box. So a model with a 25-kilometer grid resolution averages data over 25 kilometers, or around 16 miles. This is far too large an area, especially in mountainous terrains where a few miles can make a massive difference in experienced conditions. The AI is downscaling the models into smaller and smaller grid boxes. We are able to train a model to transform lower-resolution data from the same period into this high-resolution “ground truth” data. Then the model can generalize this training to global real-time downscaling. PEAKS is learning wind patterns, thermal gradients, terrain, and weather patterns and connecting all these factors to learn how to transition from coarse resolution into high, three-kilometer resolution—leading to more precise forecasts. We’ve basically taught the AI how to forecast like us. Except 50% more accurate. Now, when I wake up at 4 a.m., PEAKS has already done it. So … then what are you doing at four in the morning? Oh, I’ll still do the forecasting. I like to double-check it—but I don’t really need to. PEAKS has allowed me to spend more time on writing. Now instead of spending four hours forecasting and then rushing to write it,  I’ve been able to make my forecasts more interesting, more entertaining. Yeah, AI could probably write it—but I want to. It’s all about the personal connection.  How did last year’s federal funding cuts for the NWS and NOAA affect your business? Are you guys concerned about that going forward?We had those discussions when it first happened. In forecasting, you still need humans: to launch the weather balloon, staff the weather stations, collect the initial data. Some people in our office panicked—they had spouses or friends getting laid off. We were wondering if we’d have less data coming in, if it’d make the models less accurate. But the backlash in the weather community was swift. I think they were like, There are important things you can’t cut. It was pretty short-term. Are we worried going forward?  No, not as long as the data keeps coming in! We won’t survive without the government publishing data. What’s next?  We recently bought a small company called StormNet that tracks severe weather, probability of lightning, hail, tornadoes. We just launched it. Used to be like, “The storm is an hour away.” Now we can say, “In seven days there might be a tornado here.” And next winter, we’re working on a feature that can help forecast avalanches using AI. Right now, it’s still manual—people going out testing the snow layers. Forecasting is limited. This wouldn’t replace the avalanche centers, but it will be able to look at everything, including slope angle and previous weather and current conditions, and forecast further out, give people more advance—and location specific—warning. Help alert the public sooner. Help save lives.  I talked to one of the guys who left the Frog Lake huts on Sunday, before the storm. Before the group that was caught in the Tahoe avalanche. He told me: “People are always like, Oh, it’s never as bad as they say. But I read OpenSnow. I could tell by the language you were using, that we should get the heck out of there. I wanted no part of that.” We don’t hype storms. Or sugarcoat. Our only incentive is to be accurate. True that it was the biggest storm in Tahoe in four decades? In 1982, we got 118 inches over five days, and this one was 111 inches—two storms of similar size created the same level tragedy. It’s too much, too fast. It was snowing three to four inches an hour. That was the fastest we’ve seen. I don’t know what’s the bigger story—the fact that we’ve had the biggest storm in over four decades or the fact that all that snow disappeared in five days. Do you worry about the future of OpenSnow given, you know, the future of snow?We’ve had the second-warmest March in at least 45 years. We’re just getting these wild swings now. The seasonal snow averages are almost the same, but we’re seeing more variability than we did in the 1980s and ’90s. We’re either getting really cold and really warm, or really dry and really wet. Bad years can affect our business, for sure.  It’s certainly affecting the industry—I know Vail, Alterra took big hits this year. Usually we’re okay, because if it’s dry in Tahoe, it’s snowing in Utah or Colorado. Our three biggest markets. I don’t recall a season where the whole, entire West was in the same boat. It’s been the worst year in the West. Yet our traffic keeps going up. Everything is up. The East Coast had a good year, Japan, BC. We’re slowly expanding in those places. It happens to be the first year in 15 years we started marketing. Marketing works! Amazing.Joel and I have had this repeat conversation for years—we just had it again two weeks ago: “Can you believe what we’ve done? This was never the goal.” I’m still blown away daily. We’ve never borrowed from investors. No series A, B, C. We’ve gotten offers to sell, but no. We’re still having too much fun. All I know is: Joel and I didn’t come from money. We’ve never chased money or fame, and got both. I think it’s because we never chased them. We’ve always chased the joy of skiing and forecasting powder, and doing that for other people.We were just trying to create something that made us happy.

The best snow-forecasting app for skiers and snowboarders isn’t from any of the federally funded weather services. Nor from any of the big-name brands. It’s an independent app startup that leverages government data, its own AI models, and decades of alpine-life experience to offer better snow (and soon avalanche) predictions than anything else out there.

Skiers in the know follow OpenSnow and won’t bother heading to the mountains—from Alpine Meadows to Mont Blanc, Crested Butte to Killington—unless this small team of trusted weathered men tells them to. (And yes, they’re all men.) The app has made microcelebrities of its forecasters, who sift through and analyze reams of data to write “Daily Snow” reports for locations throughout the world.

“I’m F-list famous,” OpenSnow founding partner and forecaster Bryan Allegretto says with a laugh. “Not even D-list.” 

The app has proved especially vital this year, which has been one of the weirder winters on record. The US West saw very little daily snow, despite an intense storm cycle that led to one of the deadliest avalanches in history. That storm was followed by one of the fastest melts in memory, and several resorts in California are already shutting down for the season. Meanwhile, in the East, the ongoing snowfall has offered a rare gift: a deep and seemingly endless winter.. 

MIT Technology Review caught up with Allegretto, better known as BA, in the Tahoe mountains to talk about the weather, AI, avalanches, and how a little weather app became the closest thing powder-hounds have to a crystal ball: a daily dump of the freshest, most decipherable, and most micro-accurate forecasts in the biz. And how two once-broke ski bums—Allegretto and his Colorado counterpart, CEO Joel Gratz— managed to bootstrap a business and turn an email list of 37 into a cult following half a million strong. 

This interview has been edited for clarity and accuracy. 

You grew up in New Jersey. Middle of the pack as far as snowy states. What were your winters like as a kid?

I was always obsessed with weather. Especially severe weather. Nor’easters. There was the blizzard of ’89, I believe, that hit the East Coast hard—dropped two to three feet of snow, which was a lot for the Jersey Shore. My dad worked for the highway authority, so he had tools other than the evening news. He was in charge of calling out the snowplows whenever it snowed, so I just remember chasing storms with my dad. I wasn’t allowed to ride in the snowplows. I’d watch them. When I got older, I was the one shoveling the neighbors’ driveways. I just liked being out there. In it. In college, I used to go around and shovel all the girls’ sidewalks. That was fun. 

When did you start skiing?

We would cut school and take a bus to go skiing, unbeknownst to our parents. It was the ’90s, and the surfers decided snowboarding would be fun, so the local surf shop started  running a bus and all these surfers would show up and hop the bus to Hunter Mountain. We’d drive to the Poconos, go night skiing, turn around. It wasn’t uncommon for me in high school to get in the car by myself, either —and just drive. Me, my dog, my backpack. I’d sleep in gas stations and ski. Storm-chasing around the Northeast. 

What were you really chasing, you think?

Natural highs. Happiness. I’ve always been a soul-searcher. I grew up in a crazy house situation, a broken home. My dad left. My mom became a drug addict. I just wanted to be gone. I’m the oldest. I was always trying to help my mom and make sure she was okay. No one was telling me to go to school and have a career. I just wanted to do something that fulfills me.

How’d you go about figuring out what that was? 

For me, to go to school was a big task, given where I was coming out of. There wasn’t any money. I could get grants and scholarships because my mom was so poor. I wanted to go to Penn State but didn’t have the grades. I ended up at Kean, a public university in New Jersey. It had a meteorology program. We got to go to New York City, to NBC, and practiced on the green screen. In meteorology school, I started thinking: How do I work in the ski and snowboard industry and use weather at the same time? I went to Rowan [University] for business, in South Jersey, and in between moved to Hawaii to surf and spent a year teaching snowboarding. My goal the whole time was to not work in a career I hated.

I imagine you weren’t like most meteorology students. 

Us punk rockers, skaters, snowboarders—we were a little different than the typical meteorology nerds. I was the radical storm chaser. A big personality. I still am.

You didn’t quite fit the traditional weatherman mold.

Back then, there were no smartphones or social media. If you were a meteorologist, you either worked in a cubicle for the government or at an insurance company assessing weather risk.  Or you were on the local news. That wasn’t my thing. They didn’t want Grizzly Adams up there with his big beard.

Beards belong in the mountains?

Meteorologists live in cities because that’s where the jobs are. They don’t live in small mountain towns.  That’s what was missing in the industry. When I moved to Tahoe, in 2006, I realized nobody had any trust in the weather forecasts. It was more like a “We’ll believe it when we see it” old-fashioned mentality. If you’re a forecaster in flat areas, you just look at the weather model and regurgitate the news. Weathermen in Sacramento or Reno didn’t give a crap about the ski resorts! They’d just say “We’ll see three feet above 6,000 feet” and go on to the next segment. And skiers were like: “Wait a minute. Is it going to be windy at the top?” I thought: Let’s home in and give skiers what they’re looking for.

So you were living in Tahoe, skiing and forecasting?

I was working in the office at a resort, snowboarding, and doing weather on the side. I’d get up at 4 a.m. and do it before my 9 a.m. day job. Forecasting, figuring out: How the heck do these storms interact with these mountains? I started emailing everyone in the office what I’d see coming, and people kept saying “Add me! Add me!”  Eventually, resorts around Tahoe started asking to use my forecasts.

How were you actually forecasting, though? 

The NOAA, the GFS [Global Forecasting System], the Canadian model, the Euro model, German, Japanese—all these governments make these weather models to forecast the weather. And share it. Anyone can access it. But you can’t just look at a weather model and go, Yep, that’s what’s going to happen. That’s not how it works in the mountains. It’s way harder. You can’t rely on model data. It’s low-res, forecasting for a grid area that’s too big. It can’t understand what’s going on. It’s going to generalize the weather. You can try that, but you’re going to be wrong. A lot of people are going to stop listening. I was able to forecast more accurately than most people because I was living there; I could fix a lot of these errors. Around 2007, I started my own website, Tahoe Weather Discussion.

Bryan Allegretto (right) with Joel Gratz (center) and Gratz' wife.
Bryan Allegretto (right) on the lift with OpenSnow CEO Joel Gratz and Gratz’ wife Lauren.
COURTESY OF BRYAN ALLEGRETTO

Snazzy.

Meanwhile, I heard about this guy Joel out in Boulder, Colorado. People were telling us about each other, saying: “You guys are doing the same thing!” He was sleeping on his friend’s couch, running a site called Colorado Powder Forecast. And then there was Evan [Thayer, who would later join the company], in Utah. I think his website was called Wasatch Forecast. 

Great minds!

He actually grew up outside Philly, only about an hour from me. We both were obsessed with storms and snow and moved west to the mountains and started similar websites. We would’ve been best friends as kids! Anyway, Joel called me in 2010 and was like, “Hey. I’m building this site, forecasting skiing in ski states.” And wanted me to join. He knew I had big traffic. He was like, “Let’s do it together, not against each other.” I asked, “What’s the pay?” He said, Zero. Give me your company. 

And you just said: Yeah, sounds good?

I just really trusted him. He’d asked Evan too—but Evan was like, Give you my site and my traffic for free?? No, I built this.

A normal response.

I was the knucklehead that was like, okay. Evan was still single. I already had a wife and two kids. I’d just had my son. I was working two jobs. I was so overwhelmed. So busy with my day job, as an account manager at the Ritz at North Star. Vail had just bought them and we all thought we were going to lose our jobs. My site was struggling. I was desperate for somebody to do it with. I think I thought it was a good opportunity. I was scared, though. For sure.  

That was 15 years ago. How’d OpenSnow work in the old days? 

We were just using our brains. That’s how it started: with us using our brains.Looking at all the weather models—all the data from the government models and airplanes, satellites, balloons. A million places. Building spreadsheets and fixing all the errors in the forecast models. We’d take the data and reconfigure it—appropriate it for the mountains. It was all manual for a really long time.

How manual? 

It was old-school. All the resorts had snowfall reports on their sites, and I was the one hand-keying it in: “three to six inches.” That was me on the back end, typing it in every single morning for every single ski resort. It’d take me hours

And then?

Around 2018, we built our own weather model to do what we were doing. We called it METEOS. It’s an acronym—I can’t even remember what it stood for!  METEOS was just us using our brains and our experience to create formulas. It automated everything and allowed us to create a grid across the whole world and forecast for any GPS point. It took all this data, ingested it, fixed some of it, and then spit out a forecast for any location. In the world. 

Were you guys making any money? 

It was crap in the beginning. Advertising-based. We stole Eric Strassburger from The Denver Post —he doubled our ad revenue in his first year full-time with us. Still, Google Ads had chopped our ad rates in half; it wasn’t a good long-term strategy to rely just on ads. We had to pivot to plan B so we didn’t go out of business. 

Subscriptions.

When all the newspapers started charging to read articles, Joel was like: We are meteorologists writing columns every day. Journalism weather is not sustainable! We need to be a weather site. We need to be a weather app. 

What happened when you moved from ads to subscriptions? 

The money took off.  We could quit our day jobs and work full time on OpenSnow. The company exploded. We were like: Are people gonna really pay for this? They did! Although they could still access the majority of the site for free. 

At the end of 2021, you put in a pay wall?

That’s when we panicked! We’re gonna lose 90% of our customers! But 10% will stay loyal and pay. Since the beginning, there’s been only two times our traffic went down: the paywall and covid. Otherwise, every year it’s gone up. People were like, Okay I can’t live without this.

I admit, I’m one of those people. So is my editor. Any other weather app is useless for skiers.

When it comes to ski towns, everyone uses OpenSnow. When the Tahoe avalanche happened, we were up early on search-and-rescue calls, helping the rescuers with forecasts. We’re now the official lead forecast providers for Ski California. Ski Utah. Head of Forecasting for National Ski Patrol. Professional Ski Instructors of America. US Collegiate Ski & Snowboard Association. Dozens of destinations and ski resorts. Joel doesn’t like to talk about it publicly, but our renewals and retention and open rates blow away the industry standards. 

I bet. OpenSnow is like a benevolent cult. 

People connect with a small company with underground roots. We’re independent. Fourteen full-time, plus seasonal. About half have meteorology backgrounds, from bachelor’s to doctoral degrees. Our very first employee was Sam Collentine,  a meteorology student in Boulder, who started as an intern in 2012 and is now our COO and does everything. 

Sounds like employees and subscribers sign on and just … stay.

Everyone stays! Our cofounder Andrew Murray, Joel’s friend and OpenSnow’s web designer, left around 2021. But yeah, people feel like they know us. They’ve been reading me in Tahoe with their coffee for 20 years! I get recognized everywhere I go. For example, I broke my binding, and went into a ski shop and asked if I could demo. And the guy was like, ARE YOU BA? Just take it! Sounds fun—until you just want to have dinner with your family, or buy a glove. Joel gets the same thing—people make Joel shrines in the slopes that look like Catholic candles.

You guys are like modern-day snow gods. Gods of snow.

People are weird.

How weird?

Someone once sent me a photo, saying: “Look, my friend dressed up as you for Halloween!” People are always inviting me over to dinner, to PlumpJack with Jonny Moseley. I guess they want to hang out with the “Who’s who of Tahoe.” There was an executive from Pixar who had me to his multimillion-dollar home on the west shore of Lake Tahoe. He had a photo of me over the fireplace in the bathroom. I thought: That’s weird, he has a photo of me over the fireplace. What was even weirder, though: It was autographed. I’ve never autographed a photo in my life! This guy just signed it—himself. I didn’t say anything. I just left.

Do you get a lot of hate mail? Mean DMs? 

Thousands. People think I can make it snow. I think they think I’m to blame when it doesn’t. The other day, someone messaged me on Instagram with a picture I’d posted over California of the high-pressure map—somebody had shared it, and wrote “Fuck Bryan Allegretto” over the high pressure.

Hilarious.

People were yelling at me during covid: You’re encouraging people to go out skiing! It wasn’t March 202o, it was January 2022. I’ve since deleted my personal social media. I never wanted to be in the spotlight. That’s the whole reason signing off my forecasts with “BA” became a thing— I didn’t want to use my full name. I just do it because it’s good for the company. Joel realized years ago that people come to us for forecasts —and forecasters. That’s why we still have forecasters. Even though AI can do what we’re doing now.

Is AI doing what you do now? 

We were using METEOS until this season. In December, we launched PEAKS. We built our own machine-learning model. The AI is taking what we were doing—and doing it everywhere, faster. The whole world instantly, in minutes. It can go back and actually ingest decades of government data—estimated weather conditions over the entire US from 1979 to 2021—and correct the errors. 

What makes it so accurate?

Before PEAKS, it wasn’t very specific. The data used to be what Joel calls “blobby”—like giant blobs, just big splotches of color over a mountain range. It’s like, if you take a pen and press into a piece of paper, the ink will spill out. The AI is like if you just tap the paper. A dot versus a blot. Now we can know how much it will snow, say, in the parking lot at Palisades and how much at the summit. It’s less blobby, more rigid and defined. 

Defined how?

All weather models output forecasts on a grid. The gridpoints are essentially averaged data over the grid box. So a model with a 25-kilometer grid resolution averages data over 25 kilometers, or around 16 miles. This is far too large an area, especially in mountainous terrains where a few miles can make a massive difference in experienced conditions. The AI is downscaling the models into smaller and smaller grid boxes. We are able to train a model to transform lower-resolution data from the same period into this high-resolution “ground truth” data. Then the model can generalize this training to global real-time downscaling. PEAKS is learning wind patterns, thermal gradients, terrain, and weather patterns and connecting all these factors to learn how to transition from coarse resolution into high, three-kilometer resolution—leading to more precise forecasts. We’ve basically taught the AI how to forecast like us. Except 50% more accurate. Now, when I wake up at 4 a.m., PEAKS has already done it.

So … then what are you doing at four in the morning?

Oh, I’ll still do the forecasting. I like to double-check it—but I don’t really need to. PEAKS has allowed me to spend more time on writing. Now instead of spending four hours forecasting and then rushing to write it,  I’ve been able to make my forecasts more interesting, more entertaining. Yeah, AI could probably write it—but I want to. It’s all about the personal connection. 

How did last year’s federal funding cuts for the NWS and NOAA affect your business? Are you guys concerned about that going forward?

We had those discussions when it first happened. In forecasting, you still need humans: to launch the weather balloon, staff the weather stations, collect the initial data. Some people in our office panicked—they had spouses or friends getting laid off. We were wondering if we’d have less data coming in, if it’d make the models less accurate. But the backlash in the weather community was swift. I think they were like, There are important things you can’t cut. It was pretty short-term. Are we worried going forward?  No, not as long as the data keeps coming in! We won’t survive without the government publishing data.

What’s next? 

We recently bought a small company called StormNet that tracks severe weather, probability of lightning, hail, tornadoes. We just launched it. Used to be like, “The storm is an hour away.” Now we can say, “In seven days there might be a tornado here.” And next winter, we’re working on a feature that can help forecast avalanches using AI. Right now, it’s still manual—people going out testing the snow layers. Forecasting is limited. This wouldn’t replace the avalanche centers, but it will be able to look at everything, including slope angle and previous weather and current conditions, and forecast further out, give people more advance—and location specific—warning. Help alert the public sooner.

Help save lives. 

I talked to one of the guys who left the Frog Lake huts on Sunday, before the storm. Before the group that was caught in the Tahoe avalanche. He told me: “People are always like, Oh, it’s never as bad as they say. But I read OpenSnow. I could tell by the language you were using, that we should get the heck out of there. I wanted no part of that.” We don’t hype storms. Or sugarcoat. Our only incentive is to be accurate.

True that it was the biggest storm in Tahoe in four decades?

In 1982, we got 118 inches over five days, and this one was 111 inches—two storms of similar size created the same level tragedy. It’s too much, too fast. It was snowing three to four inches an hour. That was the fastest we’ve seen. I don’t know what’s the bigger story—the fact that we’ve had the biggest storm in over four decades or the fact that all that snow disappeared in five days.

Do you worry about the future of OpenSnow given, you know, the future of snow?

We’ve had the second-warmest March in at least 45 years. We’re just getting these wild swings now. The seasonal snow averages are almost the same, but we’re seeing more variability than we did in the 1980s and ’90s. We’re either getting really cold and really warm, or really dry and really wet.

Bad years can affect our business, for sure.  It’s certainly affecting the industry—I know Vail, Alterra took big hits this year. Usually we’re okay, because if it’s dry in Tahoe, it’s snowing in Utah or Colorado. Our three biggest markets. I don’t recall a season where the whole, entire West was in the same boat. It’s been the worst year in the West. Yet our traffic keeps going up. Everything is up. The East Coast had a good year, Japan, BC. We’re slowly expanding in those places. It happens to be the first year in 15 years we started marketing. Marketing works!

Amazing.

Joel and I have had this repeat conversation for years—we just had it again two weeks ago: “Can you believe what we’ve done? This was never the goal.” I’m still blown away daily. We’ve never borrowed from investors. No series A, B, C. We’ve gotten offers to sell, but no. We’re still having too much fun. All I know is: Joel and I didn’t come from money. We’ve never chased money or fame, and got both. I think it’s because we never chased them. We’ve always chased the joy of skiing and forecasting powder, and doing that for other people.We were just trying to create something that made us happy.

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HPE bolsters hybrid mesh firewall platform

“Hybrid mesh firewalls provide unified, multiform‑factor firewall security, giving organizations consistent policy, visibility, and enforcement across on‑premises, cloud, and remote environments. With hardware appliances, virtual firewalls, cloud‑native firewalls, and firewall as a service (FWaaS) under a single management plane, teams can apply the same rules everywhere to reduce gaps and

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Energy Department Announces $50 Million Investment to Advance Affordable, Reliable, and Secure Energy for Tribes

These new investments will support Tribal-led energy project planning and development, strengthening energy reliability and increasing electricity access across Tribal communities  WASHINGTON—The U.S. Department of Energy’s (DOE) Office of Indian Energy (IE) today announced a $50 million notice of funding opportunity (NOFO) aimed at fostering affordable, reliable, and secure energy solutions in Indian Country. This investment will support Tribal-led community-scale energy project planning and development and large-scale energy project planning.   In accordance with President Trump’s Executive Order, Unleashing American Energy, this NOFO highlights the fundamental role of energy in strengthening Tribal economies.   “This investment reflects the Trump Administration’s commitment to ensuring Tribal communities have access to affordable, reliable, and secure energy,” said U.S. Secretary of Energy Chris Wright. “By strengthening local energy infrastructure, we are supporting long-term economic growth, energy independence, and resilience across Indian Country. “This $50 million competitive funding opportunity for Tribal entities is directly aligned with the priorities of the U.S. Department of Energy,” said DOE’s Office of Indian Energy Director Eric Mahroum. “This funding will unleash Tribal energy development— supporting energy projects that aim to cut energy costs, expand electricity access, and advance economic opportunities. It’s exciting and like nothing we have offered before.”   Through the Unleashing Tribal Energy Development NOFO, the Office of Indian Energy is soliciting applications from Indian Tribes, which include Alaska Native regional corporations and Village corporations, Tribal and intertribal organizations, Tribal Energy Development Organizations, and Tribal Colleges and Universities—or any consortium of these eligible groups–to focus on:   Construction and installation of Tribal community-scale energy projects to meet the needs of the community   Predevelopment activities required to identify community-scale energy opportunities and bring projects from concept to implementation ready   Planning, assessment, and feasibility activities to de-risk and advance development for large-scale Tribal energy projects that provide opportunities for revenue generation and economic development   DOE works comprehensively from inception through commercialization, helping Tribes develop solutions

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Trump Administration Keeps Indiana Coal Plants Open to Ensure Affordable, Reliable and Secure Power in the Midwest

Emergency orders address critical grid reliability issues, lowering risk of blackouts and ensuring affordable electricity access WASHINGTON—U.S. Secretary of Energy Chris Wright today issued emergency orders to keep two Indiana coal plants operational to ensure Americans in the Midwest region of the United States have continued access to affordable, reliable, and secure electricity. The orders direct the Northern Indiana Public Service Company (NIPSCO), CenterPoint Energy, and the Midcontinent Independent System Operator, Inc. (MISO) to take all measures necessary to ensure specified generation units at both the R.M. Schahfer and F.B. Culley generating stations in Indiana are available to operate. Certain generation units at the coal plants were scheduled to shut down at the end of 2025. The orders prioritize minimizing electricity costs for the American people and minimizing the risk and costs of blackouts. “The last administration’s energy subtraction policies had the United States on track to likely experience significantly more blackouts in the coming years—thankfully, President Trump won’t let that happen,” said Energy Secretary Wright. “The Trump Administration will continue taking action to keep America’s coal plants running to ensure we don’t lose critical generation sources. Americans deserve access to affordable, reliable, and secure energy to power their homes all the time, regardless of whether the wind is blowing or the sun is shining.” The reliable supply of power from these two coal plants was essential in powering the grid during recent extreme winter weather. From January 23–February 1, Schahfer operated at over 285 megawatts (MW) every day and Culley operated at approximately 30 MW almost every day. These operations serve as a reminder that allowing reliable generation to go offline would unnecessarily contribute to grid reliability risks. Since the Department of Energy’s (DOE) original orders were issued on December 23, 2025, the coal plants have proven critical to MISO’s operations, operating during periods of high energy demand and low levels of intermittent

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Energy Department Begins Delivering SPR Barrels at Record Speeds

WASHINGTON — The U.S. Department of Energy (DOE) today announced the award of contracts for the initial phase of the Strategic Petroleum Reserve (SPR) Emergency Exchange as directed by President Trump. The first oil shipments began today—just nine days after President Trump and the Department of Energy announced the United States would lead a coordinated release of emergency oil reserves among International Energy Agency (IEA) member nations to address short-term supply disruptions. Under these initial awards, DOE will move forward with an exchange of 45.2 million barrels of crude oil and receive 55 million barrels in return, all at no cost to the taxpayer. This represents the first tranche of the United States’ 172-million-barrel release. Companies will receive 10 million barrels from the Bayou Choctaw SPR site, 15.7 million barrels from Bryan Mound, and 19.5 million barrels from West Hackberry. “Thanks to President Trump, the Energy Department began this first exchange at record speeds to address short-term supply disruptions while also strengthening the Strategic Petroleum Reserve by returning additional barrels at no cost to taxpayers,” said Kyle Haustveit, Assistant Secretary of the Hydrocarbons and Geothermal Energy Office. “This exchange not only maintains reliability in the current market but will generate hundreds of millions of dollars in value in the form of additional barrels for the American people when the barrels are returned.” This initial action will ultimately add close to 10 million barrels to the SPR’s inventory when the barrels are returned. Taxpayers will benefit from both the short-term support for global supply and long-term growth of the SPR’s inventory. This helps protects U.S. and global energy security. The Trump Administration continues to pursue additional opportunities to strengthen the reserve and restore its long-term readiness as a cornerstone of American energy security. For more information on the Strategic Petroleum Reserve and DOE’s

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Then & Now: Oil prices, US shale, offshore, and AI—Deborah Byers on what changed since 2017

In this Then & Now episode of the Oil & Gas Journal ReEnterprised podcast, Managing Editor and Content Strategist Mikaila Adams reconnects with Deborah Byers, nonresident fellow at Rice University’s Baker Institute Center for Energy Studies and former EY Americas industry leader, to revisit a set of questions first posed in 2017. In 2017, the industry was emerging from a downturn and recalibrating strategy; today, it faces heightened geopolitical risk, market volatility, and a rapidly evolving technology landscape. The conversation examines how those earlier perspectives have aged—covering oil price bands and the speed of recovery from geopolitical shocks, the role of US shale relative to OPEC in balancing global supply, and the shift from scarcity to economic abundance driven by technology and capital discipline. Adams and Byers also compare the economics and risk profiles of shale and offshore development, including the growing role of Brazil, Guyana, and the Gulf of Mexico, and discuss how infrastructure and regulatory constraints shape market outcomes. The episode further explores where digital transformation—particularly artificial intelligence—is delivering tangible returns across upstream operations, from predictive maintenance and workforce planning to capital project execution. The discussion concludes with insights on consolidation and scale in the Permian basin, the strategic rationale behind recent megamergers, and the industry’s ongoing challenge to attract and retain next‑generation talent through flexibility, technical opportunity, and purpose‑driven work.

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Eni plans tieback of new gas discoveries offshore Libya

Eni North Africa, a unit of Eni SPA, together with Libya’s National Oil Corp., plans to develop two new gas discoveries offshore Libya as tiebacks to existing infrastructure. The gas discoveries were made offshore Libya, about 85 km off the coast in about 650 ft of water. Bahr Essalam South 2 (BESS 2) and Bahr Essalam South 3 (BESS 3), adjacent geological structures, were successfully drilled through the exploration well C1-16/4 and the appraisal well B2-16/4 about 16 km south of Bahr Essalam gas field, which lies about 110 km from the Tripoli coast. Gas-bearing intervals were encountered in both wells within the Metlaoui formation, the main productive reservoir of the area. The acquired data indicate the presence of a high-quality reservoir, with productive capacity confirmed by the well test already carried out on the first well. Preliminary volumetric estimates indicate that the BESS 2 and BESS 3 structures jointly contain more than 1 tcf of gas in place. Their proximity to Bahr Essalam field will enable rapid development through tie-back, the operator said. The gas produced will be supplied to the Libyan domestic market and for export to Italy. Bahr Essalam produces through the Sabratha platform to the Mellitah onshore treatment plant.

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Azule Energy launches first non-associated gas production offshore Angola

Azule Energy has started natural gas production from the New Gas Consortium (NGC)’s Quiluma shallow water field offshore Angola. Start-up of the gas delivery from Quiluma field follows the November 2025 introduction of gas into the onshore gas plant, marking the beginning of production operations. The initial gas export will be 150 MMscfd and will ramp up to 330 MMscfd by yearend, the operator said in a release Mar. 13.  In a separate release Mar. 17, NGC partner TotalEnergies said the startup marks the first development of a non-associated gas field in Angola, noting that the gas produced “will be a stable and important source of gas supply for the Angola LNG plant that is delivering LNG to both the European and Asian markets.” The non-associated gas of NGC Phase 1 will come from Quiluma and Maboqueiro shallow water fields with additional potential related to gas from Blocks 2, 3, and 15/14 areas. An onshore plant will process gas from the fields and connect to the Angola LNG plant, aimed at a reliable feedstock supply to the plant, sited near Soyo in the Zaire province in north Angola. The plant holds a capacity of 400MMscfd of gas and 20,000 b/d of condensates. Azule Energy, a 50-50 joint venture between bp and Eni, is operator of NGC project with 37.4% interest. Partners are TotalEnergies (11.8%), Cabinda Gulf Oil Co., a subsidiary of Chevron (31%), and Sonangol E&P (19.8%).

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Why AI rack densities make liquid cooling non-negotiable

Average rack power density has more than doubled in two years, from 8 kW to 17 kW, and is projected to reach 30 kW by 2027, according to anOctober 2024 McKinsey report, with AI training racks already well ahead of that average. Those limits show up in GPU clock speed. H100 GPUs under inadequate air cooling can throttle to a fraction of their rated clock speed within seconds of a sustained training run. In distributed jobs across thousands of GPUs, one throttled chip can stall the entire run. TheDOE estimates cooling accounts for up to 40% of data center energy use. JLL research establishes three density thresholds: Up to ~20 kW per rack: air cooling is adequate Up to ~100 kW: rear-door heat exchangers extend viability Above ~175 kW: immersion cooling is required Direct-to-chip cooling fills the middle band, handling densities between ~100 and ~175 kW where rear-door exchangers fall short and immersion is not yet warranted. Hot water changes the economics Mechanical chillers are one of the biggest energy draws in any liquid-cooled data center, and until recently there were an unavoidable cost of liquid cooling. Nvidia’s Vera Rubin processor is changing that. At CES in January 2026, Jensen Huang announced that Vera Rubin supports liquid cooling at 45 degrees Celsius, high enough for data centers to reject heat through dry coolers using ambient air rather than mechanical chillers.Nvidia’s CES press release confirmed Rubin is in full production, with customer availability in the second half of 2026. According toNvida’s product specifications, the Vera Rubin NVL72 uses warm-water, single-phase direct liquid cooling at a 45°C supply temperature, allowing data centers to reject heat through dry coolers using ambient air rather than energy-intensive chiller systems.

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Executive Roundtable: AI Infrastructure Enters Its Execution Era

Miranda Gardiner, iMasons Climate Accord:  Since 2023, the digital infrastructure industry has moved definitively from planning to execution in the AI infrastructure cycle. Industry analysts forecast continued exponential growth, with active capacity at least doubling between now and 2030 and total capacity potentially tripling, quintupling, or more. In practical terms, we’ll see more digital infrastructure capacity come online in the next five year than has been built in the past 30 years, representing a historic industrial transformation requiring trillions of dollars in capital expenditure and a workforce measured in the millions. Design and organizational flexibility, integrated execution of sustainable solutions, and community-centered workforce development will separate those that thrive from those that struggle. Effective organizations will pivot quickly under these constantly shifting conditions and the leaders will be those that build fast but build right, as strategic flexibility balances long-term performance, efficiency, and regulatory compliance. We already know the resource intensity required to bring AI resources online and are working diligently to ensure this short-term, delivering streamlined and optimized solutions for everything from site selection to cooling and power management while lower lifecycle emissions. Additionally, in some regions, grid interconnection timelines and power availability are already the pacing item for data center development. Organizations that align their sustainability targets and energy procurement strategies will have a clearer path to execution. An operational model capable of delivering multiple large-scale facilities simultaneously across regions is another key piece to successful outcomes. Standardized, repeatable frameworks that reduce engineering time and accelerate permitting. We hear often about collaboration and strong partnerships, and these will be critical with utilities, regulators, and equipment manufacturers to anticipate bottlenecks before they impact schedules. Execution discipline will increasingly determine competitive advantage as the industry scales. The world and, especially, our host communities, are watching closely. Projects that move forward

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Jensen Huang Maps the AI Factory Era at NVIDIA GTC 2026

SAN JOSE, Calif. — If there was a single message that emerged from Jensen Huang’s keynote at Nvidia’s GTC conference this week, it was this: the artificial intelligence revolution is entering its infrastructure phase. For the past several years, the technology industry has been preoccupied with training ever larger models. But in Huang’s telling, that era is already giving way to something far bigger: the industrial-scale deployment of AI systems that run continuously, generating intelligence on demand. “The inference inflection point has arrived,” Huang told the audience gathered at the SAP Center. That shift carries enormous implications for the data center industry. Instead of episodic bursts of compute used to train models, the next generation of AI systems will require persistent, high-throughput infrastructure designed to serve billions, and eventually trillions, of inference requests every day. And the scale of the buildout Huang envisions is staggering. Throughout the keynote, the Nvidia CEO repeatedly referenced what he believes will become a trillion-dollar global market for AI infrastructure in the coming years, spanning accelerated computing systems, networking fabrics, storage architectures, power systems, and the facilities required to house them. At that scale, Huang argued, data centers are no longer simply IT facilities. They are truly becoming AI factories: industrial systems designed to convert electricity into tokens. “Tokens are the new commodity,” Huang said. “AI factories are the infrastructure that produces them.” Across more than two hours on stage, Huang sketched the architecture of that new computing platform, introducing new computing systems, networking technologies, software frameworks, and infrastructure blueprints designed to support what Nvidia believes will be the largest computing buildout in history. Four main themes defined the presentation: • The arrival of the inference inflection point.• The emergence of OpenClaw as a foundational operating layer for AI agents.• New hybrid inference architectures involving

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Executive Roundtable: The Coordination Imperative

Christopher Gorthy, DPR Construction:  Early collaboration of key stakeholders has become the baseline to deliver these complex projects. The teams that are successful in these environments are the ones who combine effective meeting structures with enough in‑person interaction to build real trust. Pairing those relationships with the right tools can help track key decision making, document reasoning, and keep everyone aligned on “The Why,” creating more predictable outcomes. Where the industry continues to feel fragmented is around liability, risk, and comfort with sharing design and model data. Achieving the speed these projects demand requires the entire team to understand each partner’s constraints and then working together to solve problems, communicating clearly and documenting decisions as they go. All of our partnerships are solving equations with multiple variables. Our teams must provide early feedback and solutions when faced with impacts or delays outside our control, and even earlier communications of impacts that cannot be mitigated. Open communication channels, whether through shared digital platforms or recurring working sessions, are critical to staying ahead of risk. As projects get bigger, alignment with financial institutions, insurance entities and private equity partners also have become essential.   The number of trade partners capable of taking on contracts of this size is limited, so making sure we are setting up our partners for success while also working to expand the network of qualified trade partners is a key strategy.  From a tactical standpoint, the most effective projects operate from a single integrated schedule that ties together the owner, vendors, general contractor, trades, commissioning teams, and all other stakeholders. Reinforcing this with consistent two‑ to three‑week look‑ahead reviews and onsite schedule coordination meetings regardless of contractual structure significantly increases alignment and efficiency at the project level.

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Jensen Huang After the Keynote: Inside Nvidia’s GTC 2026 Press Briefing

The Data Center as Token Factory If there was one line of thinking that defined the session, it was Huang’s insistence that the industry must stop thinking about computers as systems for data entry and retrieval. That, he said, is the old paradigm. The new one is a “token manufacturing system.” That phrase landed because it compresses a lot of Nvidia’s strategy into a single mental model. In this view, the modern data center is no longer just a warehouse of servers or a cloud abstraction layer. It is a factory, and the unit of output is increasingly the token. For Data Center Frontier readers, this is a familiar direction of travel, but Huang pushed it further than most CEOs do. He repeatedly tied Nvidia’s roadmap to token throughput, token economics, and performance per watt. He is clearly trying to establish a new baseline metric for AI infrastructure value. Not raw capacity, but how much useful intelligence a facility can produce from a fixed power envelope. That point also surfaced in his discussion of Grace and Vera CPUs. Huang’s argument was not that Nvidia intends to win every classical CPU market. It was that traditional measures such as cores per dollar are insufficient in AI data centers where the real economic risk is leaving extremely valuable GPUs idle. In other words, the CPU matters because it must move work fast enough to keep the GPU estate productive. In a power-limited, AI-heavy environment, the purpose of the CPU changes. It is no longer optimized for the old hyperscale rental model. It is optimized for keeping the token factory fed. That is a subtle but major shift. It suggests that the next-generation AI data center will be increasingly engineered around the productivity of the overall system rather than around legacy component economics.

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Project Stalled: Grid Bottlenecks Threaten the Fifth Industrial Revolution

The defining feature of our current data center cycle isn’t a shortage of customers or capital; it’s a shortage of power that can actually be delivered on time. In the space of three years, large‑load interconnection queues have gone from a planning tool to the main reason otherwise viable AI campuses are missing their deployment windows. Multi‑year delays for large loads are quickly becoming the norm, not the exception, in major markets, turning what should be a sprint to deploy AI into a long and uncertain wait. At the grid level, the same pattern is visible in the queues. Across U.S. markets, that queuing infrastructure is now a primary source of delay. Regional operators from PJM to ERCOT and NYISO report steep increases in both the number and size of large‑load requests, with data centers and other energy‑intensive digital infrastructure accounting for a growing share of new demand ( https://insidelines.pjm.com/pjm-board-outlines-plans-to-integrate-large-loads-reliably/,  https://www.nyiso.com/-/energy-intensive-projects-in-nyiso-s-interconnection-queue/,  https://www.latitudemedia.com/news/ercots-large-load-queue-has-nearly-quadrupled-in-a-single-year/). In practice, that means more projects are being told that meaningful capacity will not be available on the timeline their customers expect, forcing them into redesigns, phased power ramps, or alternative power strategies. Time, in other words, has become the scarcest resource in the data center economy. The same 60 MW AI facility that looks attractive at a 17.1% IRR when delivered on schedule can see its returns fall to 12.6% with a three‑month delay and to 8.8% with a six‑month delay—nearly halving its investment case ( https://www.thefastmode.com/expert-opinion/47210-what-we-learned-in-2025-about-data-center-builds-why-delays-will-persist-in-2026-without-greater-visibility). That is why, in this industrial revolution, the metric that matters most is speed‑to‑power: how quickly real, reliable megawatts can be made available at the fence line, not how many gigawatts exist on slides or in press releases. In this industrial revolution, that metric will do more to determine who wins than any short‑term race to buy chips or secure logos.

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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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