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A full day’s work for Dora Manriquez, who drives for Uber and Lyft in the San Francisco Bay Area, includes waiting in her car for a two-digit number to appear. The apps keep sending her rides that are too cheap to pay for her time—$4 or $7 for a trip across San Francisco, $16 for a trip from the airport for which the customer is charged $100. But Manriquez can’t wait too long to accept a ride, because her acceptance rate contributes to her driving score for both companies, which can then affect the benefits and discounts she has access to.  The systems are black boxes, and Manriquez can’t know for sure which data points affect the offers she receives or how. But what she does know is that she’s driven for ride-share companies for the last nine years, and this year, having found herself unable to score enough better-­paying rides, she has to file for bankruptcy.  Every action Manriquez takes—or doesn’t take—is logged by the apps she must use to work for these companies. (An Uber spokesperson told MIT Technology Review that acceptance rates don’t affect drivers’ fares. Lyft did not return a request for comment on the record.) But app-based employers aren’t the only ones keeping a very close eye on workers today. A study conducted in 2021, when the covid-19 pandemic had greatly increased the number of people working from home, revealed that almost 80% of companies surveyed were monitoring their remote or hybrid workers. A New York Times investigation in 2022 found that eight of the 10 largest private companies in the US track individual worker productivity metrics, many in real time. Specialized software can now measure and log workers’ online activities, physical location, and even behaviors like which keys they tap and what tone they use in their written communications—and many workers aren’t even aware that this is happening. What’s more, required work apps on personal devices may have access to more than just work—and as we may know from our private lives, most technology can become surveillance technology if the wrong people have access to the data. While there are some laws in this area, those that protect privacy for workers are fewer and patchier than those applying to consumers. Meanwhile, it’s predicted that the global market for employee monitoring software will reach $4.5 billion by 2026, with North America claiming the dominant share. Working today—whether in an office, a warehouse, or your car—can mean constant electronic surveillance with little transparency, and potentially with livelihood-­ending consequences if your productivity flags. What matters even more than the effects of this ubiquitous monitoring on privacy may be how all that data is shifting the relationships between workers and managers, companies and their workforce. Managers and management consultants are using worker data, individually and in the aggregate, to create black-box algorithms that determine hiring and firing, promotion and “deactivation.” And this is laying the groundwork for the automation of tasks and even whole categories of labor on an endless escalator to optimized productivity. Some human workers are already struggling to keep up with robotic ideals. We are in the midst of a shift in work and workplace relationships as significant as the Second Industrial Revolution of the late 19th and early 20th centuries. And new policies and protections may be necessary to correct the balance of power. Data as power Data has been part of the story of paid work and power since the late 19th century, when manufacturing was booming in the US and a rise in immigration meant cheap and plentiful labor. The mechanical engineer Frederick Winslow Taylor, who would become one of the first management consultants, created a strategy called “scientific management” to optimize production by tracking and setting standards for worker performance. Soon after, Henry Ford broke down the auto manufacturing process into mechanized steps to minimize the role of individual skill and maximize the number of cars that could be produced each day. But the transformation of workers into numbers has a longer history. Some researchers see a direct line between Taylor’s and Ford’s unrelenting focus on efficiency and the dehumanizing labor optimization practices carried out on slave-owning plantations.  As manufacturers adopted Taylorism and its successors, time was replaced by productivity as the measure of work, and the power divide between owners and workers in the United States widened. But other developments soon helped rebalance the scales. In 1914, Section 6 of the Clayton Act established the federal legal right for workers to unionize and stated that “the labor of a human being is not a commodity.” In the years that followed, union membership grew, and the 40-hour work week and the minimum wage were written into US law. Though the nature of work had changed with revolutions in technology and management strategy, new frameworks and guardrails stood up to meet that change. More than a hundred years after Taylor published his seminal book, The Principles of Scientific Management, “efficiency” is still a business buzzword, and technological developments, including new uses of data, have brought work to another turning point. But the federal minimum wage and other worker protections haven’t kept up, leaving the power divide even starker. In 2023, CEO pay was 290 times average worker pay, a disparity that’s increased more than 1,000% since 1978. Data may play the same kind of intermediary role in the boss-worker relationship that it has since the turn of the 20th century, but the scale has exploded. And the stakes can be a matter of physical health. In 2024, a report from a Senate committee led by Bernie Sanders, based on an 18-month investigation of Amazon’s warehouse practices, found that the company had been setting the pace of work in those facilities with black-box algorithms, presumably calibrated with data collected by monitoring employees. (In California, because of a 2021 bill, Amazon is required to at least reveal the quotas and standards workers are expected to comply with; elsewhere the bar can remain a mystery to the very people struggling to meet it.) The report also found that in each of the previous seven years, Amazon workers had been almost twice as likely to be injured as other warehouse workers, with injuries ranging from concussions to torn rotator cuffs to long-term back pain. An internal team tasked with evaluating Amazon warehouse safety found that letting robots set the pace for human labor was correlated with subsequent injuries. The Sanders report found that between 2020 and 2022, two internal Amazon teams tasked with evaluating warehouse safety recommended reducing the required pace of work and giving workers more time off. Another found that letting robots set the pace for human labor was correlated with subsequent injuries. The company rejected all the recommendations for technical or productivity reasons. But the report goes on to reveal that in 2022, another team at Amazon, called Core AI, also evaluated warehouse safety and concluded that unrealistic pacing wasn’t the reason all those workers were getting hurt on the job. Core AI said that the cause, instead, was workers’ “frailty” and “intrinsic likelihood of injury.” The issue was the limitations of the human bodies the company was measuring, not the pressures it was subjecting those bodies to. Amazon stood by this reasoning during the congressional investigation. Amazon spokesperson Maureen Lynch Vogel told MIT Technology Review that the Sanders report is “wrong on the facts” and that the company continues to reduce incident rates for accidents. “The facts are,” she said, “our expectations for our employees are safe and ­reasonable—and that was validated both by a judge in Washington after a thorough hearing and by the state’s Board of Industrial Insurance Appeals.” A study conducted in 2021 revealed that almost 80% of companies surveyed were monitoring their remote or hybrid workers. Yet this line of thinking is hardly unique to Amazon, although the company could be seen as a pioneer in the datafication of work. (An investigation found that over one year between 2017 and 2018, the company fired hundreds of workers at a single facility—by means of automatically generated letters—for not meeting productivity quotas.) An AI startup recently placed a series of billboards and bus signs in the Bay Area touting the benefits of its automated sales agents, which it calls “Artisans,” over human workers. “Artisans won’t complain about work-life balance,” one said. “Artisans won’t come into work ­hungover,” claimed another. “Stop hiring humans,” one hammered home. The startup’s leadership took to the company blog to say that the marketing campaign was intentionally provocative and that Artisan believes in the potential of human labor. But the company also asserted that using one of its AI agents costs 96% less than hiring a human to do the same job. The campaign hit a nerve: When data is king, humans—whether warehouse laborers or knowledge workers—may not be able to outperform machines. AI management and managing AI Companies that use electronic employee monitoring report that they are most often looking to the technologies not only to increase productivity but also to manage risk. And software like Teramind offers tools and analysis to help with both priorities. While Teramind, a globally distributed company, keeps its list of over 10,000 client companies private, it provides resources for the financial, health-care, and customer service industries, among others—some of which have strict compliance requirements that can be tricky to keep on top of. The platform allows clients to set data-driven standards for productivity, establish thresholds for alerts about toxic communication tone or language, create tracking systems for sensitive file sharing, and more. 

A full day’s work for Dora Manriquez, who drives for Uber and Lyft in the San Francisco Bay Area, includes waiting in her car for a two-digit number to appear. The apps keep sending her rides that are too cheap to pay for her time—$4 or $7 for a trip across San Francisco, $16 for a trip from the airport for which the customer is charged $100. But Manriquez can’t wait too long to accept a ride, because her acceptance rate contributes to her driving score for both companies, which can then affect the benefits and discounts she has access to. 

The systems are black boxes, and Manriquez can’t know for sure which data points affect the offers she receives or how. But what she does know is that she’s driven for ride-share companies for the last nine years, and this year, having found herself unable to score enough better-­paying rides, she has to file for bankruptcy. 

Every action Manriquez takes—or doesn’t take—is logged by the apps she must use to work for these companies. (An Uber spokesperson told MIT Technology Review that acceptance rates don’t affect drivers’ fares. Lyft did not return a request for comment on the record.) But app-based employers aren’t the only ones keeping a very close eye on workers today.

A study conducted in 2021, when the covid-19 pandemic had greatly increased the number of people working from home, revealed that almost 80% of companies surveyed were monitoring their remote or hybrid workers. A New York Times investigation in 2022 found that eight of the 10 largest private companies in the US track individual worker productivity metrics, many in real time. Specialized software can now measure and log workers’ online activities, physical location, and even behaviors like which keys they tap and what tone they use in their written communications—and many workers aren’t even aware that this is happening.

What’s more, required work apps on personal devices may have access to more than just work—and as we may know from our private lives, most technology can become surveillance technology if the wrong people have access to the data. While there are some laws in this area, those that protect privacy for workers are fewer and patchier than those applying to consumers. Meanwhile, it’s predicted that the global market for employee monitoring software will reach $4.5 billion by 2026, with North America claiming the dominant share.

Working today—whether in an office, a warehouse, or your car—can mean constant electronic surveillance with little transparency, and potentially with livelihood-­ending consequences if your productivity flags. What matters even more than the effects of this ubiquitous monitoring on privacy may be how all that data is shifting the relationships between workers and managers, companies and their workforce. Managers and management consultants are using worker data, individually and in the aggregate, to create black-box algorithms that determine hiring and firing, promotion and “deactivation.” And this is laying the groundwork for the automation of tasks and even whole categories of labor on an endless escalator to optimized productivity. Some human workers are already struggling to keep up with robotic ideals.

We are in the midst of a shift in work and workplace relationships as significant as the Second Industrial Revolution of the late 19th and early 20th centuries. And new policies and protections may be necessary to correct the balance of power.

Data as power

Data has been part of the story of paid work and power since the late 19th century, when manufacturing was booming in the US and a rise in immigration meant cheap and plentiful labor. The mechanical engineer Frederick Winslow Taylor, who would become one of the first management consultants, created a strategy called “scientific management” to optimize production by tracking and setting standards for worker performance.

Soon after, Henry Ford broke down the auto manufacturing process into mechanized steps to minimize the role of individual skill and maximize the number of cars that could be produced each day. But the transformation of workers into numbers has a longer history. Some researchers see a direct line between Taylor’s and Ford’s unrelenting focus on efficiency and the dehumanizing labor optimization practices carried out on slave-owning plantations. 

As manufacturers adopted Taylorism and its successors, time was replaced by productivity as the measure of work, and the power divide between owners and workers in the United States widened. But other developments soon helped rebalance the scales. In 1914, Section 6 of the Clayton Act established the federal legal right for workers to unionize and stated that “the labor of a human being is not a commodity.” In the years that followed, union membership grew, and the 40-hour work week and the minimum wage were written into US law. Though the nature of work had changed with revolutions in technology and management strategy, new frameworks and guardrails stood up to meet that change.

More than a hundred years after Taylor published his seminal book, The Principles of Scientific Management, “efficiency” is still a business buzzword, and technological developments, including new uses of data, have brought work to another turning point. But the federal minimum wage and other worker protections haven’t kept up, leaving the power divide even starker. In 2023, CEO pay was 290 times average worker pay, a disparity that’s increased more than 1,000% since 1978. Data may play the same kind of intermediary role in the boss-worker relationship that it has since the turn of the 20th century, but the scale has exploded. And the stakes can be a matter of physical health.

A humanoid robot with folded arms looms over human workers at an Amazon Warehouse

In 2024, a report from a Senate committee led by Bernie Sanders, based on an 18-month investigation of Amazon’s warehouse practices, found that the company had been setting the pace of work in those facilities with black-box algorithms, presumably calibrated with data collected by monitoring employees. (In California, because of a 2021 bill, Amazon is required to at least reveal the quotas and standards workers are expected to comply with; elsewhere the bar can remain a mystery to the very people struggling to meet it.) The report also found that in each of the previous seven years, Amazon workers had been almost twice as likely to be injured as other warehouse workers, with injuries ranging from concussions to torn rotator cuffs to long-term back pain.

An internal team tasked with evaluating Amazon warehouse safety found that letting robots set the pace for human labor was correlated with subsequent injuries.

The Sanders report found that between 2020 and 2022, two internal Amazon teams tasked with evaluating warehouse safety recommended reducing the required pace of work and giving workers more time off. Another found that letting robots set the pace for human labor was correlated with subsequent injuries. The company rejected all the recommendations for technical or productivity reasons. But the report goes on to reveal that in 2022, another team at Amazon, called Core AI, also evaluated warehouse safety and concluded that unrealistic pacing wasn’t the reason all those workers were getting hurt on the job. Core AI said that the cause, instead, was workers’ “frailty” and “intrinsic likelihood of injury.” The issue was the limitations of the human bodies the company was measuring, not the pressures it was subjecting those bodies to. Amazon stood by this reasoning during the congressional investigation.

Amazon spokesperson Maureen Lynch Vogel told MIT Technology Review that the Sanders report is “wrong on the facts” and that the company continues to reduce incident rates for accidents. “The facts are,” she said, “our expectations for our employees are safe and ­reasonable—and that was validated both by a judge in Washington after a thorough hearing and by the state’s Board of Industrial Insurance Appeals.”

A study conducted in 2021 revealed that almost 80% of companies surveyed were monitoring their remote or hybrid workers.

Yet this line of thinking is hardly unique to Amazon, although the company could be seen as a pioneer in the datafication of work. (An investigation found that over one year between 2017 and 2018, the company fired hundreds of workers at a single facility—by means of automatically generated letters—for not meeting productivity quotas.) An AI startup recently placed a series of billboards and bus signs in the Bay Area touting the benefits of its automated sales agents, which it calls “Artisans,” over human workers. “Artisans won’t complain about work-life balance,” one said. “Artisans won’t come into work ­hungover,” claimed another. “Stop hiring humans,” one hammered home.

The startup’s leadership took to the company blog to say that the marketing campaign was intentionally provocative and that Artisan believes in the potential of human labor. But the company also asserted that using one of its AI agents costs 96% less than hiring a human to do the same job. The campaign hit a nerve: When data is king, humans—whether warehouse laborers or knowledge workers—may not be able to outperform machines.

AI management and managing AI

Companies that use electronic employee monitoring report that they are most often looking to the technologies not only to increase productivity but also to manage risk. And software like Teramind offers tools and analysis to help with both priorities. While Teramind, a globally distributed company, keeps its list of over 10,000 client companies private, it provides resources for the financial, health-care, and customer service industries, among others—some of which have strict compliance requirements that can be tricky to keep on top of. The platform allows clients to set data-driven standards for productivity, establish thresholds for alerts about toxic communication tone or language, create tracking systems for sensitive file sharing, and more. 

a person laying in the sidewalk next to a bus sign reading,

MICHAEL BYERS

Electronic monitoring and management are also changing existing job functions in real time. Teramind’s clients must figure out who at their company will handle and make decisions around employee data. Depending on the type of company and its needs, Osipova says, that could be HR, IT, the executive team, or another group entirely—and the definitions of those roles will change with these new responsibilities. 

Workers’ tasks, too, can shift with updated technology, sometimes without warning. In 2020, when a major hospital network piloted using robots to clean rooms and deliver food to patients, Criscitiello heard from SEIU-UHW members that they were confused about how to work alongside them. Workers certainly hadn’t received any training for that. “It’s not ‘We’re being replaced by robots,’” says Criscitiello. “It’s ‘Am I going to be responsible if somebody has a medical event because the wrong tray was delivered? I’m supervising the robot—it’s on my floor.’” 

A New York Times investigation in 2022 found that eight of the 10 largest US private companies track individual worker productivity metrics, often in real time.

Nurses are also seeing their jobs expand to include technology management. Carmen Comsti of National Nurses United, the largest nurses’ union in the country, says that while management isn’t explicitly saying nurses will be disciplined for errors that occur as algorithmic tools like AI transcription systems or patient triaging mechanisms are integrated into their workflows, that’s functionally how it works. “If a monitor goes off and the nurse follows the algorithm and it’s incorrect, the nurse is going to get blamed for it,” Comsti says. Nurses and their unions don’t have access to the inner workings of the algorithms, so it’s impossible to say what data these or other tools have been trained on, or whether the data on how nurses work today will be used to train future algorithmic tools. What it means to be a worker, manager, or even colleague is on shifting ground, and frontline workers don’t have insight into which way it’ll move next.

The state of the law and the path to protection

Today, there isn’t much regulation on how companies can gather and use workers’ data. While the General Data Protection Regulation (GDPR) offers some worker protections in Europe, no US federal laws consistently shield workers’ privacy from electronic monitoring or establish firm guardrails for the implementation of algorithm-driven management strategies that draw on the resulting data. (The Electronic Communications Privacy Act allows employers to monitor employees if there are legitimate business reasons and if the employee has already given consent through a contract; tracking productivity can qualify as a legitimate business reason.)

But in late 2024, the Consumer Financial Protection Bureau did issue guidance warning companies using algorithmic scores or surveillance-based reports that they must follow the Fair Credit Reporting Act—which previously applied only to consumers—by getting workers’ consent and offering transparency into what data was being collected and how it would be used. And the Biden administration’s Blueprint for an AI Bill of Rights had suggested that the enumerated rights should apply in employment contexts. But none of these are laws.

So far, binding regulation is being introduced state by state. In 2023, the California Consumer Privacy Act (CCPA) was officially extended to include workers and not just consumers in its protections, even though workers had been specifically excluded when the act was first passed. That means California workers now have the right to know what data is being collected about them and for what purpose, and they can ask to correct or delete that data. Other states are working on their own measures. But with any law or guidance, whether at the federal or state level, the reality comes down to enforcement. Criscitiello says SEIU is testing out the new CCPA protections. 

“It’s too early to tell, but my conclusion so far is that the onus is on the workers,” she says. “Unions are trying to fill this function, but there’s no organic way for a frontline worker to know how to opt out [of data collection], or how to request data about what’s being collected by their employer. There’s an education gap about that.” And while CCPA covers the privacy aspect of electronic monitoring, it says nothing about how employers can use any collected data for management purposes.

The push for new protections and guardrails is coming in large part from organized labor. Unions like National Nurses United and SEIU are working with legislators to create policies on workers’ rights in the face of algorithmic management. And app-based ­advocacy groups have been pushing for new minimum pay rates and against wage theft—and winning. There are other successes to be counted already, too. One has to do with electronic visit verification (EVV), a system that records information about in-home visits by health-care providers. The 21st Century Cures Act, signed into law in 2016, required all states to set up such systems for Medicaid-funded home health care. The intent was to create accountability and transparency to better serve patients, but some health-care workers in California were concerned that the monitoring would be invasive and disruptive for them and the people in their care.

Brandi Wolf, the statewide policy and research director for SEIU’s long-term-care workers, says that in collaboration with disability rights and patient advocacy groups, the union was able to get language into legislation passed in the 2017–2018 term that would take effect the next fiscal year. It indicated to the federal government that California would be complying with the requirement, but that EVV would serve mainly a timekeeping function, not a management or disciplinary one.

Today advocates say that individual efforts to push back against or evade electronic monitoring are not enough; the technology is too widespread and the stakes too high. The power imbalances and lack of transparency affect workers across industries and sectors—from contract drivers to unionized hospital staff to well-compensated knowledge workers. What’s at issue, says Minsu Longiaru, a senior staff attorney at PowerSwitch Action, a network of grassroots labor organizations, is our country’s “moral economy of work”—that is, an economy based on human values and not just capital. Longiaru believes there’s an urgent need for a wave of socially protective policies on the scale of those that emerged out of the labor movement in the early 20th century. “We’re at a crucial moment right now where as a society, we need to draw red lines in the sand where we can clearly say just because we can do something technological doesn’t mean that we should do it,” she says. 

Like so many technological advances that have come before, electronic monitoring and the algorithmic uses of the resulting data are not changing the way we work on their own. The people in power are flipping those switches. And shifting the balance back toward workers may be the key to protecting their dignity and agency as the technology speeds ahead. “When we talk about these data issues, we’re not just talking about technology,” says Longiaru. “We spend most of our lives in the workplace. This is about our human rights.” 

Rebecca Ackermann is a writer, designer, and artist based in San Francisco.

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Imperial Expects Up To $1.6B Capex for 2026

Imperial Oil Ltd said it expects CAD 2-2.2 billion ($1.6 billion) in capital and exploration expenditure for next year, compared to CAD 1.9-2.1 billion for this year. The Canadian oil sands-focused producer, majority-owned by Exxon Mobil Corp, earlier announced a cost-saving restructuring plan. “The company’s strategy remains focused on maximizing the value of its existing assets and progressing advantaged high-value growth opportunities while delivering industry-leading returns to shareholders”, Imperial said in a guidance statement. Imperial expects a gross production of 441,000-460,000 gross oil equivalent barrels per day (boed) in 2026. In the first nine months of 2025, Imperial averaged 436,000 boed gross, according to its third quarter report October 31. While that fell short of the upper end of its 2025 projection of 433,000-456,000 boed, the third quarter figure was 462,000 boed, the company’s highest quarterly output in over 30 years with Kearl recording its highest-ever quarterly gross production at 316,000 barrels per day (bpd). “Higher volumes reflect reliability improvements and continued growth at Kearl and Cold Lake, progressing towards targets of 300,000 and 165,000 barrels per day respectively”, Imperial said of its production forecast for 2026. “Turnarounds are planned at Cold Lake, Syncrude and at Kearl, where planned work at the K1 plant will extend the turnaround interval from two years to four years”. Next year Imperial “will progress secondary bitumen recovery projects at Kearl, high-value infill drilling and Mahihkan SA-SAGD at Cold Lake and mine progression at both Kearl and Syncrude”, the company said. Downstream, Imperial expects to process 395,000-405,000 bpd with a utilization rate of 91-93 percent. “The company is planning to complete turnarounds at Strathcona and Sarnia”, Imperial said. “At Strathcona, the work will focus on the crude unit, after achieving its longest-ever run length of 10 years. “Imperial continues to focus on further improving and maximizing

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JLL’s 2026 Global Data Center Outlook: Navigating the AI Supercycle, Power Scarcity and Structural Market Transformation

Sovereign AI and National Infrastructure Policy JLL frames artificial intelligence infrastructure as an emerging national strategic asset, with sovereign AI initiatives representing an estimated $8 billion in cumulative capital expenditure by 2030. While modest relative to hyperscale investment totals, this segment carries outsized strategic importance. Data localization mandates, evolving AI regulation, and national security considerations are increasingly driving governments to prioritize domestic compute capacity, often with pricing premiums reaching as high as 60%. Examples cited across Europe, the Middle East, North America, and Asia underscore a consistent pattern: digital sovereignty is no longer an abstract policy goal, but a concrete driver of data center siting, ownership structures, and financing models. In practice, sovereign AI initiatives are accelerating demand for locally controlled infrastructure, influencing where capital is deployed and how assets are underwritten. For developers and investors, this shift introduces a distinct set of considerations. Sovereign projects tend to favor jurisdictional alignment, long-term tenancy, and enhanced security requirements, while also benefiting from regulatory tailwinds and, in some cases, direct state involvement. As AI capabilities become more tightly linked to economic competitiveness and national resilience, policy-driven demand is likely to remain a durable (if specialized) component of global data center growth. Energy and Sustainability as the Central Constraint Energy availability emerges as the report’s dominant structural constraint. In many major markets, average grid interconnection timelines now extend beyond four years, effectively decoupling data center development schedules from traditional utility planning cycles. As a result, operators are increasingly pursuing alternative energy strategies to maintain project momentum, including: Behind-the-meter generation Expanded use of natural gas, particularly in the United States Private-wire renewable energy projects Battery energy storage systems (BESS) JLL points to declining battery costs, seen falling below $90 per kilowatt-hour in select deployments, as a meaningful enabler of grid flexibility, renewable firming, and

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SoftBank, DigitalBridge, and Stargate: The Next Phase of OpenAI’s Infrastructure Strategy

OpenAI framed Stargate as an AI infrastructure platform; a mechanism to secure long-duration, frontier-scale compute across both training and inference by coordinating capital, land, power, and supply chain with major partners. When OpenAI announced Stargate in January 2025, the headline commitment was explicit: an intention to invest up to $500 billion over four to five years to build new AI infrastructure in the U.S., with $100 billion targeted for near-term deployment. The strategic backdrop in 2025 was straightforward. OpenAI’s model roadmap—larger models, more agents, expanded multimodality, and rising enterprise workloads—was driving a compute curve increasingly difficult to satisfy through conventional cloud procurement alone. Stargate emerged as a form of “control plane” for: Capacity ownership and priority access, rather than simply renting GPUs. Power-first site selection, encompassing grid interconnects, generation, water access, and permitting. A broader partner ecosystem beyond Microsoft, while still maintaining a working relationship with Microsoft for cloud capacity where appropriate. 2025 Progress: From Launch to Portfolio Buildout January 2025: Stargate Launches as a National-Scale Initiative OpenAI publicly launched Project Stargate on Jan. 21, 2025, positioning it as a national-scale AI infrastructure initiative. At this early stage, the work was less about construction and more about establishing governance, aligning partners, and shaping a public narrative in which compute was framed as “industrial policy meets real estate meets energy,” rather than simply an exercise in buying more GPUs. July 2025: Oracle Partnership Anchors a 4.5-GW Capacity Step On July 22, 2025, OpenAI announced that Stargate had advanced through a partnership with Oracle to develop 4.5 gigawatts of additional U.S. data center capacity. The scale of the commitment marked a clear transition from conceptual ambition to site- and megawatt-level planning. A figure of this magnitude reshaped the narrative. At 4.5 GW, Stargate forced alignment across transformers, transmission upgrades, switchgear, long-lead cooling

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Lenovo unveils purpose-built AI inferencing servers

There is also the Lenovo ThinkSystem SR650i, which offers high-density GPU computing power for faster AI inference and is intended for easy installation in existing data centers to work with existing systems. Finally, there is the Lenovo ThinkEdge SE455i for smaller, edge locations such as retail outlets, telecom sites, and industrial facilities. Its compact design allows for low-latency AI inference close to where data is generated and is rugged enough to operate in temperatures ranging from -5°C to 55°C. All of the servers include Lenovo’s Neptune air- and liquid-cooling technology and are available through the TruScale pay-as-you-go pricing model. In addition to the new hardware, Lenovo introduced new AI Advisory Services with AI Factory Integration. This service gives access to professionals for identifying, deploying, and managing best-fit AI Inferencing servers. It also launched Premier Support Plus, a service that gives professional assistance in data center management, freeing up IT resources for more important projects.

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Samsung warns of memory shortages driving industry-wide price surge in 2026

SK Hynix reported during its October earnings call that its HBM, DRAM, and NAND capacity is “essentially sold out” for 2026, while Micron recently exited the consumer memory market entirely to focus on enterprise and AI customers. Enterprise hardware costs surge The supply constraints have translated directly into sharp price increases across enterprise hardware. Samsung raised prices for 32GB DDR5 modules to $239 from $149 in September, a 60% increase, while contract pricing for DDR5 has surged more than 100%, reaching $19.50 per unit compared to around $7 earlier in 2025. DRAM prices have already risen approximately 50% year to date and are expected to climb another 30% in Q4 2025, followed by an additional 20% in early 2026, according to Counterpoint Research. The firm projected that DDR5 64GB RDIMM modules, widely used in enterprise data centers, could cost twice as much by the end of 2026 as they did in early 2025. Gartner forecast DRAM prices to increase by 47% in 2026 due to significant undersupply in both traditional and legacy DRAM markets, Chauhan said. Procurement leverage shifts to hyperscalers The pricing pressures and supply constraints are reshaping the power dynamics in enterprise procurement. For enterprise procurement, supplier size no longer guarantees stability. “As supply becomes more contested in 2026, procurement leverage will hinge less on volume and more on strategic alignment,” Rawat said. Hyperscale cloud providers secure supply through long-term commitments, capacity reservations, and direct fab investments, obtaining lower costs and assured availability. Mid-market firms rely on shorter contracts and spot sourcing, competing for residual capacity after large buyers claim priority supply.

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Eight Trends That Will Shape the Data Center Industry in 2026

For much of the past decade, the data center industry has been able to speak in broad strokes. Growth was strong. Demand was durable. Power was assumed to arrive eventually. And “the data center” could still be discussed as a single, increasingly important, but largely invisible, piece of digital infrastructure. That era is ending. As the industry heads into 2026, the dominant forces shaping data center development are no longer additive. They are interlocking and increasingly unforgiving. AI drives density. Density drives cooling. Cooling and density drive power. Power drives site selection, timelines, capital structure, and public response. And once those forces converge, they pull the industry into places it has not always had to operate comfortably: utility planning rooms, regulatory hearings, capital committee debates, and community negotiations. The throughline of this year’s forecast is clarity: Clarity about workload classes. Clarity about physics. Clarity about risk. And clarity about where the industry’s assumptions may no longer hold. One of the most important shifts entering 2026 is that it may increasingly no longer be accurate, or useful, to talk about “data centers” as a single category. What public discourse often lumps together now conceals two very different realities: AI factories built around sustained, power-dense GPU utilization, and general-purpose data centers supporting a far more elastic mix of cloud, enterprise, storage, and interconnection workloads. That distinction is no longer academic. It is shaping how projects are financed, how power is delivered, how facilities are cooled, and how communities respond. It’s also worth qualifying a line we’ve used before, and still stand by in spirit: that every data center is becoming an AI data center. In 2026, we feel that statement is best understood more as a trajectory, and less a design brief. AI is now embedded across the data center stack: in

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Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots

Each month Data Center Frontier, in partnership with Pkaza, posts some of the hottest data center career opportunities in the market. Here’s a look at some of the latest data center jobs posted on the Data Center Frontier jobs board, powered by Pkaza Critical Facilities Recruiting. Looking for Data Center Candidates? Check out Pkaza’s Active Candidate / Featured Candidate Hotlist Data Center Facility Technician (All Shifts Available)Impact, TX This position is also available in: Ashburn, VA; Abilene, TX; Needham, MA; Lyndhurst, NJ; Philadelphia, PA; Atlantic City, NJ or New York, NY. Navy Nuke / Military Vets leaving service accepted!  This opportunity is working with a leading mission-critical data center provider. This firm provides data center solutions custom-fit to the requirements of their client’s mission-critical operational facilities. They provide reliability of mission-critical facilities for many of the world’s largest organizations facilities supporting enterprise clients, colo providers and hyperscale companies. This opportunity provides a career-growth minded role with exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits. Electrical Commissioning EngineerAshburn, VA This traveling position is also available in: New York, NY; White Plains, NY;  Richmond, VA; Montvale, NJ; Charlotte, NC; Atlanta, GA; Hampton, GA; New Albany, OH; Cedar Rapids, IA; Phoenix, AZ; Salt Lake City, UT; Dallas, TX or Chicago, IL. *** ALSO looking for a LEAD EE and ME CxA Agents and CxA PMs *** Our client is an engineering design and commissioning company that has a national footprint and specializes in MEP critical facilities design. They provide design, commissioning, consulting and management expertise in the critical facilities space. They have a mindset to provide reliability, energy efficiency, sustainable design and LEED expertise when providing these consulting services for enterprise, colocation and hyperscale companies. This career-growth minded opportunity offers exciting projects with leading-edge technology and innovation as well as

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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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