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I Tried Making my Own (Bad) LLM Benchmark to Cheat in Escape Rooms

Recently, DeepSeek announced their latest model, R1, and article after article came out praising its performance relative to cost, and how the release of such open-source models could genuinely change the course of LLMs forever. That is really exciting! And also, too big of a scope to write about… but when a model like DeepSeek […]

Recently, DeepSeek announced their latest model, R1, and article after article came out praising its performance relative to cost, and how the release of such open-source models could genuinely change the course of LLMs forever. That is really exciting! And also, too big of a scope to write about… but when a model like DeepSeek comes out of nowhere with a steel chair, boasting similar performance levels to other models, what does performance really mean in this context?

If you follow AI releases, you’ve seen this dance before. Every new model drops with its graphs showing how it’s somehow simultaneously better than GPT-4 on math problems while being smaller and more efficient. But what exactly are these benchmarks measuring? How are they created? And more importantly, how can we cut through the hype to create our own benchmarks for specific use cases?

I wanted to learn more about LLM Benchmarking.

Part 1: What is a Benchmark? (in 3 seconds)

TL:DR — The SATs (multiple, actually) for LLMs.

Part 1.1: What is a Benchmark? (in more than 3 seconds)

Before we dive into the nitty-gritty of specific benchmarks, let’s take a moment to unpack what we even mean by “LLM Benchmark.” Because calling them the “SATs for AI” feels both right and also slightly oversimplified.

LLM benchmarks are, at their core, structured tests used to measure how well large language models perform on certain tasks. These tasks can be anything from identifying if a statement is true or false, to summarizing a legal document, to generating valid Python functions. Think of them as curated obstacle courses specially designed by AI researchers to test every relevant muscle these models might have. These frameworks typically provide a dataset of inputs with known correct outputs, allowing for consistent comparison between models.

Modern benchmarks employ various evaluation methodologies. Classification metrics like accuracy work for tasks with discrete correct answers, while overlap-based metrics (BLEU, ROUGE) evaluate free-form text generation. Some benchmarks use functional testing for code generation, or employ other LLMs as judges to evaluate response quality.

A typical benchmark usually comes packaged as:

  • A standardized dataset of questions, prompts, or tasks (with correct or reference answers).
  • An evaluation protocol specifying how to measure success, like accuracy, F1 score, BLEU/ROUGE for text generation, or pass/fail rates for coding tasks.
  • A leaderboard or some form of comparative scoreboard, often with big flashy graphs.

Some really famous benchmarks include MMLU for testing multitask language understanding, TruthfulQA for assessing factual accuracy, and HumanEval for measuring coding capabilities. Results are pretty often published on public leaderboards, which let’s people perform some transparent comparison between different models.

From the DeepSeek paper: DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning

What Makes a Good Benchmark?

  1. A Clear Task Definition: We want tasks that are unambiguous. The more straightforward and well-specified the challenge, the easier it is to trust the results.
  2. Data Integrity: The test set shouldn’t be floating around in the training data. Because if the model’s seen the exact same question 50 times before, the evaluation is about as useful as giving a math quiz to someone who already has the answer key.
  3. Quantifiable Metrics: You need a standard for scoring performance — like how many times the model’s code passes test cases or how close the generated summary is to a “ground-truth” summary.
  4. Task Diversity & Difficulty: If a benchmark is too easy, everyone just ACES it on day one, and we learn… well, nothing. If it’s too niche (like “We test only the model’s ability to count the digits of Pi for 20 minutes”), that’s also not so helpful.

Life Ain’t All about The Grades

Benchmarks capture only a slice of what LLMs can do. In the real world, your chatbot might need to juggle domain knowledge, keep track of conversation context, abide by your company’s policies, and produce fluent, non-offensive replies. No single standardized test out there fully covers that. As we’ll see in the upcoming case studies, the design and execution of a benchmark can heavily shape the picture you get of your model’s performance… and sometimes lead you astray if you’re not careful with how you measure success.

Now that we have a sense of what Llm Benchmarks are designed to accomplish (and where they might fall short), let’s explore a couple of examples to see how people actually build and use them in practice — with mixed results!

Case Study #1: Leetcode as an LLM Benchmark

As a student in the tech space, the word “Leetcode” popping up during my search for cool benchmarks raised by blood pressure by a statistically significant amount. Unlike Leetcode, which sucks, the paper “Performance Study of LLM-Generated Code on Leetcode” was very interesting — it asks a deceptively simple question: can we use Leetcode to benchmark LLM code generation? Their findings reveal both the promise and pitfalls of this approach.

The Benchmark Design

The researchers built a three-stage validation system. Local tests catch basic errors, Leetcode’s judge verifies correctness, and a custom benchmarking setup measures performance. This setup revealed something critical: benchmarking code performance is harder than it looks.

When they compared local measurements to Leetcode’s metrics, they found only a 0.28 correlation. Leetcode’s measurements showed much higher variation (0.089 vs 0.035 locally). Even worse, Leetcode’s rankings proved unstable — identical solutions could drop from the 77th to 54th percentile just based on submission timing.

A Performance Study of LLM-Generated Code on Leetcode,” In 28th International Conference on Evaluation and Assessment in Software Engineering (EASE 2024), Salerno, Italy (2024)

The Real Problems

Three major issues emerged that challenge Leetcode’s viability as a benchmark:

Data Contamination: Using public problems risks LLMs having seen the solutions during training. The researchers had to use only problems from 2023 to mitigate this.

Platform Instability: Leetcode’s metrics drift over time — memory measurements showed a -0.24 correlation with test date. This makes reproducible benchmarking nearly impossible.

Measurement Reliability: The weak correlation between local and platform measurements raises questions about what we’re actually testing.

What It Means for LLM Benchmarking

This study doesn’t just critique Leetcode — it highlights what we need in a code generation benchmark: reproducible measurements, reliable performance metrics, and guaranteed training-test separation. Until we have platforms built specifically for this purpose, we need to be extremely cautious about using competition platforms as benchmarks.

So! We know that not all benchmarks are viable benchmarks — what about a more mainstream one?

Case Study #2: SuperGLUE — Building a Better Language Understanding Benchmark

The SuperGLUE paper tackles a fascinating problem in AI benchmarking: what do you do when models get too good at your tests? When GLUE became insufficient (with models surpassing human performance), the researchers had to rethink how we measure language understanding.

The Benchmark Design

SuperGLUE’s core innovation is its task selection methodology. The researchers collected task proposals from the NLP community and filtered them through a rigorous process: each task needed clear evaluation metrics, public training data, and — most importantly — significant headroom between machine and human performance.

This resulted in eight tasks (I’ve simplified the table from the document here, it’s a little less readable but you should get the sense of what the questions are asking):

SuperGLUE: A Stickier Benchmark for General-Purpose Language Understanding Systems, In 33rd Conference on Neural Information Processing Systems (NeurIPS 2019), Vancouver, Canada (2019)

What makes these tasks special is their diversity in format. Unlike GLUE’s focus on sentence classification, SuperGLUE includes coreference resolution, reading comprehension, and more com plex reasoning tasks. Each task measures different aspects of language understanding while maintaining clear, quantifiable metrics.


Part 2: Let’s Build a Physical Reasoning Benchmark: To Cheat at Escape Rooms

After looking at some benchmarks like SuperGLUE and Leetcode, I had an idea: what if we tested LLMs on something completely different — physical reasoning… through escape room puzzles?

It’s a pretty valid idea — escape rooms poses possibilities and consequences for failure — screw up one too many puzzles, and your friends will think you’re pretty stupid, and relegate you to spectator duty. Luckily for us however, they (or the poor employees) don’t know that you can sneak a phone into an escape room — and you know just who to ask for the answers. Today, LLMs face off against the puzzles of a physical escape room.

Note: This is NOT a rigorous academic benchmark (please don’t cite this in papers, why would you even want to do that?), or even close to it, and it’s just supposed to be a fun way to test LLM benchmarking and evaluation. Please do not destroy my prompts, I am aware they are bad.

Why Physical Reasoning?

For real, though… most LLM benchmarks focus on linguistic tasks (like SuperGLUE) or code generation (like Leetcode). And for good reason — these are well-defined domains with clear evaluation metrics. But real-world problem solving often requires understanding physical principles and their interactions. The famous “Can GPT-4 do physics?” debates usually center around mathematical problem-solving, not practical physical reasoning.

Looking at existing benchmarks taught me a few key principles:

  1. Clear evaluation metrics are crucial (from SuperGLUE’s task-specific scores)
  2. Problems should have unambiguous solutions (from HumanEval’s test cases)
  3. The benchmark should test distinct capabilities (from MMLU’s subject categories)

Designing the Problems

I settled on escape room puzzles for two reasons. First, they naturally combine physical reasoning with clear goals. Second, they have unambiguous success conditions — either you solve it through the intended way, or you don’t. Third, and most importantly, they let me include “red herrings” — irrelevant items that test if the LLM can identify what matters physically. Fourth, I just really like doing escape rooms (did I mention that already?),

I am aware that this is more than two reasons, but if LLMs can’t count how many rs’ there are in strawberry, I’m allowed to mess up once in a while too.

Here’s how I structured the five core problems:

Fluid Dynamics (FLUID_001) (Ping pong ball stuck in a tube)

  • Tests understanding of buoyancy and fluid displacement
  • Inspired by classic physics problems but in practical context
  • Includes intentionally irrelevant items (like squishy food models)

Light Properties (UV_001) (UV light on a push numebr lock)

  • Tests understanding of UV fluorescence and material properties
  • Combines multiple physical principles (light, material science)
  • Requires understanding of environmental conditions

Mechanical Understanding (CIPHER_001) (A cipher ring)

  • Tests spatial reasoning and mechanical alignment
  • No red herrings — tests for correlating a dial to a cypher wheel
  • Requires understanding rotational symmetry

Force Application (VAC_001) (Can stuck in hole)

  • Tests understanding of vacuum forces and surface adhesion
  • Multiple possible solution approaches
  • Requires understanding force multiplication

Collaborative Physics (COLLAB_001) (Can two people shimmy a key?)

  • Tests understanding of physical constraints in multi-agent scenarios
  • Requires combining multiple physical principles
  • Tests understanding of tool creation and friction

Sounds really fancy… but it’s just some basic physical puzzles. You can access them on my GitHub.

The Technical Part

The benchmark implementation has three main components:

Problem Definition Layer

Problems are defined in a structured JSON format that enforces consistent evaluation:

{
    "problem_id": "FLUID_001",
    "setup": {
        "scenario": "A ping pong ball is at the bottom of a narrow tube...",
        "available_items": ["bottle of water", "squishy food models"...],
        "constraints": ["tube too narrow for manual retrieval"]
    },
    "physical_principles": ["buoyancy", "fluid displacement"],
    "red_herrings": ["squishy food models", "milk carton"],
    "solution": {
        "steps": ["pour water into tube", "allow ball to float"],
        "key_insights": ["water displaces air", "ping pong ball less dense"]
    }
}

This structure draws from SuperGLUE’s design — each component is clearly separated and machine-readable. The physical_principles field explicitly lists what’s being tested, while red_herrings helps in scoring the LLM’s ability to ignore irrelevant information.

2. Evaluation Framework

The evaluation system uses Python’s asyncio for concurrent testing, with retry logic for a little bit more API stability:

@retry(stop=stop_after_attempt(3), wait=wait_exponential(min=1, max=10))
async def evaluate_response(self, criteria: JudgingCriteria) -> Dict:
    """Evaluate a model's response using GPT-4 as judge."""
    async with aiohttp.ClientSession() as session:
        # ... evaluation logic

The scoring system looks at three components:

Physical Understanding Score (PUS) ∈ [0,2]

  • Measures understanding of relevant physical principles
  • Calculated as normalized sum of demonstrated principles

Solution Path Score (SPS) ∈ [0,2]

  • Evaluates completeness and correctness of solution steps
  • Considers practical feasibility of proposed solutions

Red Herring Handling (RHH) ∈ {0,1}

  • A Binary score for avoiding irrelevant items
  • Tests ability to focus on physically relevant factors

And yes, there are also so many other scoring methods, better and worse, that could be used! For example, RHH could be about how many irrelevant items are used in the solution, or it could be a measure of how viable the use is… the point is that picking these metrics are often times pretty arbitrary, but are very very important to making your benchmark is credible, which mine is very much not.

Additionally, I did not want to rewrite any code after. Sue me.

3. Model Interface Layer

The benchmark supports multiple LLM backends through a common interface:

class ModelInterface:
    """Interface for different LLM APIs."""
    async def generate_response(self, prompt: str) -> str:
        raise NotImplementedError
class GPT4Interface(ModelInterface):
    async def generate_response(self, prompt: str) -> str:
        # GPT-4 specific implementation
class ClaudeInterface(ModelInterface):
    async def generate_response(self, prompt: str) -> str:
        # Claude specific implementation

Two models… I can’t really afford any more, please understand.

Let’s Test It!

So after some refilling of API balances, I was ready to go. I ran the benchmark, and after totally not wasting credits on like, 5 different errors, the results were in. And they were… interesting! I used GPT4 and Claude 3.5 Haiku (I am aware these are not similarly spec-ed models) as our victims.

The Challenge: A can is stuck in a hole that almost exactly matches its volume. A combination is written on the bottom of the can that needs to be retrieved.

The inspiration
"VAC_001": {
        "problem_id": "VAC_001",
        "setup": {
            "available_items": [
                "ruler",
                "notebook",
                "suction cup",
                "UV light"
            ],
            "constraints": [
                "can fits too tightly for finger grip",
                "hole is same diameter as can",
                "can is clean and dry"
            ]
        },
        "physical_principles": [
            "vacuum suction",
            "surface adhesion",
            "force multiplication"
        ],
        "red_herrings": [
            "ruler",
            "notebook",
            "UV light"
        ],
        "solution": {
            "steps": [
                "inspect suction cup and can surface",
                "ensure can surface is clean",
                "firmly press suction cup onto can top",
                "create vacuum seal",
                "pull can out using suction cup"
            ],
            "key_insights": [
                "suction cup creates vacuum seal",
                "vacuum force allows extraction",
                "other items don't provide necessary force"
            ]
        }

GPT-4’s Solution

Physical Principles: The main physical principle involved in this solution is the concept of air pressure differential, which is the same principle that allows a suction cup to stick to a surface. Air pressure is higher on one side of the suction cup (outside) compared to the other (inside), and this difference in pressure causes the cup to stick to the surface.

Solution Steps:

  1. Attach the suction cup to the top of the can. The flat surface of the can should provide a good contact for the suction cup to adhere to.
  2. Once the suction cup is firmly attached, gently pull upwards. The air pressure differential should cause the suction cup (and thus the can) to be lifted out of the hole.
  3. Once the can is out of the hole, remove the suction cup from the top of the can.
  4. Use the UV light to illuminate the combination written on the bottom of the can. Some inks only become visible under UV light, which is why this step is necessary.
  5. Write down the combination on the notebook to ensure it’s not forgotten.

Required Items:

  • Suction cup: This is required to adhere to the can and pull it out of the hole, as the can fits too tightly for finger grip.
  • UV light: This is required to reveal the combination written on the bottom of the can, as it may be written in ink that only becomes visible under UV light.
  • Notebook: This is required to record the combination once it’s visible, ensuring it’s not forgotten.”

Not bad at all! GPT-4 manages to figure out the physical principle behind the solution (even if it is very wordy), and manages to step-by-step describe how to solve the problem. It does end up using the UV light and notebook, but that’s more of a problem on my end, not punishing the use of unnecessary items in the prompt enough. Also, the uses for these items seem decently reasonable… so why not!

Haiku-3.5’s Solution

Physical Principles: The key physical principles involved in this scenario are the concept of volume and the use of suction to extract the can from the hole. Since the can fits almost exactly into the hole, it is likely that the can is stuck due to the tight fit and the lack of any air gaps or space between the can and the hole. This tight fit creates a vacuum-like effect, making it difficult to grip and pull the can out.

Solution Steps:

  1. Measure the diameter of the can using the ruler. This will help determine the size of the hole and confirm that the can fits tightly within it.
  2. Inspect the bottom of the can to locate the combination written on it. Use the UV light to illuminate the bottom of the can and make the combination visible, if it is not already clearly visible.
  3. Attach the suction cup to the top of the can. The suction cup will create a temporary seal on the can’s surface, allowing you to grip and pull it out of the hole.
  4. Gently pull the can upwards using the suction cup. The suction force should be strong enough to overcome the vacuum-like effect and extract the can from the hole.
  5. Once the can is out, record the combination written on the bottom of the can in the notebook.

Required Items:

  • Ruler: To measure the diameter of the can and confirm the tight fit in the hole.
  • UV light: To illuminate the bottom of the can and make the combination visible, if it is not already clearly visible.
  • Suction cup: To create a temporary seal on the can’s surface and provide the necessary grip to pull the can out of the hole.
  • Notebook: To record the combination written on the bottom of the can.

On the other hand, Haiku’s solution was.. certainly a solution of all time.

First, it wants to measure the diameter of the can using the ruler??? To determine the size of the hole and confirm that the can fits tightly within it? Why would we need to do this? And do we need a ruler for that?

Second, it tells us to inspect the bottom of the can to locate the combination, when the entire problem is about not being able to pull the can out of the hole conventionally. This might just be an issue of order, but now I truly understand my friends’ feelings whenever I would tell them “just fix it man” to their numerous problems.

But it eventually does get the solution. So… not the worst.

Here’s a fancy radar graph of the results!

We see that both models are pretty similar in their capabilities, with GPT-4 being slightly better in physical understanding and solution path, and Haiku being slightly better in red herring handling. Overall though, both models kind of suck. Dang.

There are also only… 5 questions.

If you’d like to see the full breadth of questions, they’re on my GitHub.

LLM-as-a-Judge

By the way, the method I used to generate the evaluations, LLM-as-a-judge, has gained significant traction in the AI community, particularly after the work of Zheng et al. in their 2023 paper “Judging LLM-as-a-Judge.” The technique has proven remarkably effective, achieving over 80% agreement with human evaluators in tasks ranging from code assessment to dialogue quality evaluation!

Here’s where my experiment gets kind of cool (arguably, maybe, subjectively) — I used this methodology and had GPT-4 judge other LLMs’ physical reasoning abilities. Yes, I’m using an AI to judge other AIs.

Why does this work? Well, judging a response is actually a simpler task than generating one. When GPT-4 generates a solution to a physical puzzle, it needs to:

  • Understand the physical principles involved
  • Plan a sequence of steps
  • Consider all constraints
  • Generate a coherent explanation

But when judging, it only needs to check if specific criteria are met in an existing solution. The evaluation prompt is very focused:

def _create_evaluation_prompt(self, criteria: JudgingCriteria) -> str:
    return f"""You are an expert judge evaluating an LLM's understanding of physical reasoning puzzles.
Evaluate based on three criteria:
2. Physical Understanding Score (0-2): Does the solution correctly apply relevant physical principles?
3. Solution Path Score (0-2): Are the steps complete and feasible?
4. Red Herring Handling (0-1): Does it avoid using irrelevant items?
Scenario: {criteria.scenario}
Physical Principles Required: {criteria.correct_principles}
Solution Given: {criteria.model_response}
"""

To validate this approach, I followed the validation framework suggested by Zheng et al., performing spot-checks of GPT-4’s evaluations against my own judgments. Surprisingly (or perhaps unsurprisingly, given the broader research on LLM evaluation), it was remarkably consistent in identifying both correct physical understanding and flawed reasoning.

Is this perfect? Absolutely not. There’s something philosophically weird about using one LLM to evaluate another. But in practice, it can work surprisingly well — just like how I moan and groan about the visual presentation of a dish on Masterchef, while setting my kitchen aflame trying to microwave a hot dog.

What I Learned

Building this benchmark taught me several things about benchmark design:

Clear Metrics Matter: Even for complex tasks like physical reasoning, you need unambiguous scoring criteria.

Red Herrings Are Powerful: Including irrelevant items reveals a lot about an LLM’s reasoning process.

Context Control is Hard: Ensuring LLMs don’t “hallucinate” additional physical context is challenging.

Is this a perfect benchmark? Not even close. Please don’t rub it in. Is it scientifically rigorous? Definitely not. But it’s been a fascinating exploration into an aspect of LLM capabilities, and sometimes the best we can learn can come from just trying things out and seeing what happens.

Now, if you’ll excuse me, I will be sneaking in a phone with an internet connection into my next escape room, for reasons that I am legally unmotivated to disclose.

[1] L. Zheng, W.-L. Chiang, Y. Sheng, S. Zhuang, Z. Wu, Y. Zhuang, Z. Lin, Z. Li, D. Li, E. P. Xing, H. Zhang, J. E. Gonzalez, I. Stoica, “Judging LLM-as-a-Judge with MT-Bench and Chatbot Arena,” Proceedings of the 37th Conference on Neural Information Processing Systems (NeurIPS 2023), Datasets and Benchmarks Track (2023)

[2] T. Coignion, C. Quinton, R. Rouvoy, “A Performance Study of LLM-Generated Code on Leetcode,” In 28th International Conference on Evaluation and Assessment in Software Engineering (EASE 2024), Salerno, Italy (2024)

[3] A. Wang, Y. Pruksachatkun, N. Nangia, A. Singh, J. Michael, F. Hill, O. Levy, S. R. Bowman, “SuperGLUE: A Stickier Benchmark for General-Purpose Language Understanding Systems,” In 33rd Conference on Neural Information Processing Systems (NeurIPS 2019), Vancouver, Canada (2019)

[5] DeepSeek-AI, D. Guo, D. Yang, H. Zhang, J. Song, R. Zhang, R. Xu, Q. Zhu, S. Ma, P. Wang, X. Bi, X. Zhang, X. Yu, Y. Wu, Z.F. Wu, Z. Gou, Z. Shao, Z. Li, Z. Gao et al., “DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning,” arXiv preprint arXiv:2501.12948 (2025)

[6] Unless otherwise stated, all images are created by the author.

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Eni Announces ‘Significant’ Find Offshore Indonesia

Eni announced, in a statement sent to Rigzone recently, a “significant gas discovery” in the Konta-1 exploration well off the coast of East Kalimantan in Indonesia. “Estimates indicate 600 billion cubic feet of gas initially in place (GIIP) with a potential upside beyond one trillion cubic feet,” Eni said in the statement. The Konta-1 discovery is situated in the Muara Bakau PSC, Eni highlighted in the statement, pointing out that this is operated by the company with an 88.334 percent participating interest. Saka Energi holds the remaining 11.666 percent stake. “Konta-1 was drilled to a depth of 4,575 meters [15,009 feet] in 570 meters [1,870 feet] water depth, encountering gas in four separate sandstone reservoirs of Miocene age with good petrophysical properties that have been subject to an extensive data acquisition campaign,” Eni said in the statement. “A well production test (DST) has been successfully performed in one of the reservoirs and it flowed up to 31 million standard cubic feet per day of gas and approximately 700 barrels per day of condensate,” Eni added. “Based on the DST results the well has an estimated potential for a multi-pool gas rate of up to 80 million standard cubic feet per day of gas and about 1,600 barrels per day of condensate,” it continued. Eni noted in the statement that preliminary estimates indicate a discovered volume of 600 billion cubic feet of gas in place in the four reservoirs hit by the well trajectory. “Additional reservoir segments in the Konta Prospect area, not penetrated by the well, but with similar gas signature, may bring the overall volumes beyond one trillion cubic feet GIIP,” it added. Eni highlighted in the statement that the Konta discovery is sitting nearby existing facilities and adjacent to existing discoveries, “providing significant synergies for the development”. The

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Phase 1 of Varco’s Sizing John BESS in Liverpool Reaches Full Operation

Varco Energy and Fluence Energy Inc said the first phase of their Sizing John Battery Energy Storage System (BESS) in the United Kingdom is now in full commercial operation and has entered phase 2. “The 57 MW/137.5 MWh project is located within the Mersey Ring east of Liverpool, a region known for its acute grid constraints”, a joint statement said. Sizing John Phase 1 has “one of the longest durations [2.4 hours] of any operational battery project in the UK”, the companies said. “Its longer duration will help lower overall energy costs by addressing growing congestion in the region and reducing price volatility created by rising renewable generation”. Phase 2, which will continue to involve intelligent energy storage and optimization software provider Fluence, will add 85.5 MW/201 MWh. The partners expect to start up phase 2 next year. “On energization of phase 2, the Sizing John project will rank among the largest battery energy storage systems in the UK”, the companies said. “Phase 2 will incorporate the Fluence-supplied next-generation Gridstack Pro 5000 with advanced grid-forming capabilities, providing critical support to the UK’s grid by actively regulating voltage and frequency, providing essential regional grid stability”, they said. Varco director Richard Whitmore said, “The addition of grid-forming capabilities will set a new standard for regional grid support, especially in the wake of recent Iberian Peninsula blackout”.  Brian Perusse, Fluence managing director for the UK and Ireland, said, “Sizing John is a key step in bringing longer-duration storage and additional grid-forming capabilities to the UK, technologies that play a vital role in improving system resilience, unlocking greater renewable integration and reducing costs to consumers”. Sizing John is the second project by Varco, a BESS asset owner and operator backed by the Adaptogen Capital Battery Storage Fund, to start operation, according to the statement. Native

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Kinder Morgan Expects to Ride on LNG, Power Demand Growth

Kinder Morgan Inc has announced adjusted earnings per share (EPS) guidance of $1.37 for 2026, with the North American pipeline operator encouraged by growth in the liquefied natural gas (LNG) and power sectors. That is an increase of eight percent versus its adjusted EPS forecast for 2025. For 2026 adjusted earnings before interest, taxes, depreciation and amortization (EBITDA), Kinder Morgan expects $8.7 billion, up four percent compared to its guidance for 2025. The outlook reflects “continued execution on expansion projects in our natural gas pipelines business segment”, chief executive Kim Dang said in an online statement. “We are projecting an annualized dividend of $1.19 for 2026, marking the ninth consecutive year of dividend increases”, Dang added. “Our year-end 2026 net debt-to-adjusted EBITDA ratio is forecast at 3.8 times, remaining at the low end of our 3.5x-4.5x target range and preserving flexibility for opportunistic investments”. The Houston, Texas-based owner of oil and gas pipelines and terminals, which also produces oil and renewable natural gas, plans nearly $3.4 billion in discretionary capital next year, “substantially funded from internally generated cash flow”. Kinder Morgan president Tom Martin said, “We expect to continue benefiting from strong natural gas market fundamentals, supporting growth on our existing transportation and storage assets and creating expansion opportunities”. For the first nine months of 2025, Kinder Morgan recorded $0.91 in EPS adjusted for nonrecurring items. That was up 10 percent from the same period in 2024, according to its third-quarter report October 22. Adjusted EBITDA for January-September 2025 totaled $6.12 billion, up four percent year-on-year. Volumes transported via its gas and liquid pipelines rose year-over-year. Gas transport volumes exceeded 46 trillion British thermal units a day, while it delivered 2.12 million barrels per day of liquids (crude oil, condensate and refined products). Revenue totaled $12.43 billion, up from $11.11 billion for the

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Arista goes big with campus wireless tech

In a white paper describing how VESPA works, Arista wrote: The first component of VESPA involves Arista access points creating VXLAN tunnels to Arista switches serving as WLAN Gateways…. Second, as device packets arrive via the AP, it dynamically creates an Ethernet Segment Identifier (Type 6 ESI) based on the AP’s VTEP IP address. These dynamically created tunnels can scale to 30K ESI’s spread across paired switches in the cluster which provide active/active load sharing (performance+HA) to the APs. Third, the gateway switches use Type 2 EVPN NLRI (Network Layer Reachability Information) to learn and exchange end point MAC addresses across the cluster. … With this architecture, adding more EVPN WLAN gateways scales both AP and user connections, to tens of thousands of end points. To manage the forwarding information for hundreds of thousands of clients (e.g: FIB next hop and rewrite) would prove very complex and expensive if using conventional networking solutions. Arista’s innovation is to distribute this function across the WiFi access points with a unique MAC Rewrite Offload feature (MRO). With MRO, the access point is responsible for servicing mobile client ARP requests (using its own mac address), building a localized MAC-IP binding table, and forwarding client IP addresses to the WLAN gateways with the APs MAC address. The WLAN Gateways therefore only learns one (MAC) address for all the clients associated with the AP. This improves the gateway’s scaling from 10X to 100X, allowing these cost effective gateways to support hundreds of thousands of clients attached to the APs. AVA system gets a boost In addition to the new wireless technology, Arista is also bolstering the capabilities of its natural-language, generative AI-based Autonomous Virtual Assist (AVA) system for delivering network insights and AIOps.  AVA is aimed at providing an intelligent assistant that’s not there to replace

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Most significant networking acquisitions of 2025

Cisco makes two AI deals: EzDubs and NeuralFabric Last month Cisco completed its acquisition of EzDubs, a privately held AI software company with speech-to-speech translation technology. EzDubs translates conversations across 31 languages and will accelerate Cisco’s delivery of next-generation features, such as live voice translation that preserves the characteristics of speech, the vendor stated. Cisco plans to incorporate EzDubs’ technology in its Cisco Collaboration portfolio. Also in November, Cisco bought AI platform company NeuralFabric, which offers a generative AI platform that lets organizations develop domain-specific small language models using their own proprietary data. Coreweave buys Core Scientific Nvidia-backed AI cloud provider CoreWeave acquired crypto miner Core Scientific for about $9 billion, giving it access to 1.3 gigawatts of contracted power to support growing demand for AI and high-performance computing workloads. CoreWeave said the deal augments its vertical integration by expanding its owned and operated data center footprint, allowing it to scale GPU-powered services for enterprise and research customers. F5 picks up three: CalypsoAI, Fletch and MantisNet F5 acquired Dublin, Ireland-based CalypsoAI for $180 million. CalypsoAI’s platform creates what the company calls an Inference Perimeter that protects across models, vendors, and environments. F5 says it will integrate CalypsoAI’s adaptive AI security capabilities into its F5 Application Delivery and Security Platform (ADSP). F5’s ADSP also stands to gain from F5’s acquisition of agentic AI and threat management startup Fletch. Fletch’s technology turns external threat intelligence and internal logs into real-time, prioritized insights; its agentic AI capabilities will be integrated into ADSP, according to F5. Lastly, F5 grabbed startup MantisNet to enhance cloud-native observability in F5’s ADSP. MantisNet leverages extended Berkeley Packet Filer (eBPF)-powered, kernel-level telemetry to provide real-time insights into encrypted protocol activity and allow organizations “to gain visibility into even the most elusive traffic, all without performance overhead,” according to an F5 blog

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Aviz Networks launches enterprise-grade community SONiC distribution

First, the company enabled FRR (Free Range Routing) features that exist in the community code but aren’t consistently implemented across different ASICs. VRRP (Virtual Router Redudancy Protocol) provides router redundancy for high availability. Spanning tree variants prevent network loops in layer 2 topologies. MLAG allows two switches to act as a single logical device for link aggregation. EVPN enhancements support layer 2 and layer 3 VPN services over VXLAN overlays. These protocols work differently depending on the underlying silicon, so Aviz normalized their implementation across Broadcom, Nvidia, Cisco and Marvell chips. Second, Aviz fixed bugs discovered in production deployments. One customer deployed community SONiC with OpenStack and started migrating virtual machines between hosts. The network fabric couldn’t handle the workload and broke. Aviz identified the failure modes and patched them.  Third, Aviz built a software component that normalizes monitoring data across vendors. Broadcom’s Tomahawk ASIC generates different telemetry formats than Nvidia’s Spectrum or Cisco’s Silicon One. Network operators need consistent data for troubleshooting and capacity planning. The software collects ASIC-specific logs and network operating system telemetry, then translates them into a standardized format that works the same way regardless of which silicon vendor’s chips are running in the switches. Validated for enterprise deployment scenarios The distribution supports common enterprise network architectures.  IP CLOS provides the leaf-spine topology used in modern data centers for predictable latency and scalability. EVPN/VXLAN creates layer 2 and layer 3 overlay networks that span physical network boundaries. MLAG configurations provide link redundancy without spanning tree limitations. Aviz provides validated runbooks for these deployments across data center, edge and AI fabric use cases. 

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US approves Nvidia H200 exports to China, raising questions about enterprise GPU supply

Shifting demand scenarios What remains unclear is how much demand Chinese firms will actually generate, given Beijing’s recent efforts to steer its tech companies away from US chips. Charlie Dai, VP and principal analyst at Forrester, said renewed H200 access is likely to have only a modest impact on global supply, as China is prioritizing domestic AI chips and the H200 remains below Nvidia’s latest Blackwell-class systems in performance and appeal. “While some allocation pressure may emerge, most enterprise customers outside China will see minimal disruption in pricing or lead times over the next few quarters,” Dai added. Neil Shah, VP for research and partner at Counterpoint Research, agreed that demand may not surge, citing structural shifts in China’s AI ecosystem. “The Chinese ecosystem is catching up fast, from semi to stack, with models optimized on the silicon and software,” Shah said. Chinese enterprises might think twice before adopting a US AI server stack, he said. Others caution that even selective demand from China could tighten global allocation at a time when supply of high-end accelerators remains stretched, and data center deployments continue to rise.

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What does Arm need to do to gain enterprise acceptance?

But in 2017, AMD released the Zen architecture, which was equal if not superior to the Intel architecture. Zen made AMD competitive, and it fueled an explosive rebirth for a company that was near death a few years prior. AMD now has about 30% market share, while Intel suffers from a loss of technology as well as corporate leadership. Now, customers have a choice of Intel or AMD, and they don’t have to worry about porting their applications to a new platform like they would have to do if they switched to Arm. Analysts weigh in on Arm Tim Crawford sees no demand for Arm in the data center. Crawford is president of AVOA, a CIO consultancy. In his role, he talks to IT professionals all the time, but he’s not hearing much interest in Arm. “I don’t see Arm really making a dent, ever, into the general-purpose processor space,” Crawford said. “I think the opportunity for Arm is special applications and special silicon. If you look at the major cloud providers, their custom silicon is specifically built to do training or optimized to do inference. Arm is kind of in the same situation in the sense that it has to be optimized.” “The problem [for Arm] is that there’s not necessarily a need to fulfill at this point in time,” said Rob Enderle, principal analyst with The Enderle Group. “Obviously, there’s always room for other solutions, but Arm is still going to face the challenge of software compatibility.” And therein lies what may be Arm’s greatest challenge: software compatibility. Software doesn’t care (usually) if it’s on Intel or AMD, because both use the x86 architecture, with some differences in extensions. But Arm is a whole new platform, and that requires porting and testing. Enterprises generally don’t like disruption —

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Intel decides to keep networking business after all

That doesn’t explain why Intel made the decision to pursue spin-off in the first place. In July, NEX chief Sachin Katti issued a memo that outlined plans to establish key elements of the Networking and Communications business as a stand-alone company. It looked like a done deal, experts said. Jim Hines, research director for enabling technologies and semiconductors at IDC, declined to speculate on whether Intel could get a decent offer but noted NEX is losing ground. IDC estimates Intel’s market share in overall semiconductors at 6.8% in Q3 2025, which is down from 7.4% for the full year 2024 and 9.2% for the full year 2023. Intel’s course reversal “is a positive for Intel in the long term, and recent improvements in its financial situation may have contributed to the decision to keep NEX in house,” he said. When Tan took over as CEO earlier this year, prioritized strengthening the balance sheet and bringing a greater focus on execution. Divest NEX was aligned with these priorities, but since then, Intel has secured investments from the US Government, Nvidia and SoftBank that have reduced the need to raise cash through other means, Hines notes. “The NEX business will prove to be a strategic asset for Intel as it looks to protect and expand its position in the AI datacenter market. Success in this market now requires processor suppliers to offer a full-stack solution, not just silicon. Scale-up and scale-out networking solutions are a key piece of the package, and Intel will be able to leverage its NEX technologies and software, including silicon photonics, to develop differentiated product offerings in this space,” Hines said.

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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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