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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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EIA: US crude inventories up 1.9 million bbl

US crude oil inventories for the week ended Apr. 17, excluding the Strategic Petroleum Reserve, increased by 1.9 million bbl from the previous week, according to data from the US Energy Information Administration (EIA). At 465.7 million bbl, US crude oil inventories are about 3% above the 5-year average for this time of year, the EIA report indicated. EIA said total motor gasoline inventories decreased by 4.6 million bbl from last week and are about 0.5% below the 5-year average for this time of year. Finished gasoline inventories increased while blending components inventories decreased last week. Distillate fuel inventories decreased by 3.4 million bbl last week and are about 8% below the 5-year average for this time of year. Propane-propylene inventories increased by 2.1 million bbl from last week and are 69% above the 5-year average for this time of year, EIA said. US crude oil refinery inputs averaged 16.0 million b/d for the week, which was 55,000 b/d less than the previous week’s average. Refineries operated at 89.1% of capacity. Gasoline production increased, averaging 10.1 million b/d. Distillate fuel production increased, averaging 5.0 million b/d. US crude oil imports averaged 6.1 million b/d, up 787,000 b/d from the previous week. Over the last 4 weeks, crude oil imports averaged about 6.0 million b/d, 0.4% less than the same 4-week period last year. Total motor gasoline imports averaged 587,000 b/d. Distillate fuel imports averaged 190,000 b/d.

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BYOP Moves to the Center of Data Center Strategy

Self-Sufficiency Becomes a Feature, Not a Risk Consider Wyoming’s Project Jade, where county commissioners approved an AI campus tied to 2.7 GW of new natural gas-fired generation being developed by Tallgrass Energy. Reporting from POWER described the project as a “bring your own power” model designed for a high degree of self-sufficiency, with a mix of natural gas generation and Bloom fuel cells. The campus is expected to scale significantly over time. What stands out is not only the size, but the positioning. Self-sufficiency is becoming a selling point both for developers seeking to de-risk timelines, and for local stakeholders wary of overloading existing utility infrastructure. Fuel Cells and Nuclear: The Middle Ground and the Long Game Fuel cells occupy an important middle ground in this shift. Bloom Energy’s 2026 report positions fuel cells as a leading onsite option due to shorter lead times, modular deployment, and lower local emissions. Market activity suggests that interest is real. For developers, fuel cells can be easier to permit than large turbine installations and can be deployed incrementally. That makes them effective as bridge-to-grid solutions or as permanent components of hybrid architectures. Advanced nuclear remains the most strategically significant, but least immediate, BYOP pathway. Companies including Switch and other data center operators have explored partnerships with Oklo around its Aurora small modular reactor design. Nuclear holds long-term appeal because it offers firm, low-carbon power at scale. But for current AI buildouts, it remains a future option rather than a near-term construction solution. The immediate reality is that gas and modular onsite systems are closing the time-to-power gap, while nuclear is being positioned as a longer-duration successor as licensing and deployment timelines evolve. The model itself is also evolving. BYOP is beginning to blur the line between developer, energy provider, and compute customer. Reuters

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Microsoft Builds for Two Worlds: Sovereign Cloud and AI Factories

So far in 2026, across the United States and overseas, Microsoft is building an infrastructure portfolio at full hyperscale. The strategy runs on two tracks. The first is familiar: sovereign cloud expansion involving new regions, local data residency, and compliance-driven enterprise infrastructure. The second is larger and more consequential: purpose-built AI factory campuses designed for dense GPU clusters, liquid cooling, private fiber, and power acquisition at a scale that extends far beyond traditional cloud infrastructure. Despite reports last year that Microsoft was pulling back on data center development, the company is accelerating. It is not only advancing its own large-scale campuses, but also absorbing premium AI capacity originally aligned with OpenAI. In Texas and Norway, projects tied to OpenAI’s infrastructure plans have shifted back into Microsoft’s orbit. Even after contractual changes gave OpenAI greater flexibility to source compute elsewhere, Microsoft remains the market’s most reliable backstop buyer for top-tier AI infrastructure. It no longer needs to control every OpenAI build to maintain its position. In 2026, Microsoft is still the company best positioned to turn uncertain AI demand into deployed capacity, e.g. concrete, steel, power, and silicon at scale. Building at Industrial Scale The clearest indicator of Microsoft’s intent is its capital spending. In its January 2026 earnings cycle, Reuters reported that Microsoft’s quarterly capital expenditures reached a record $37.5 billion, up nearly 66% year over year. The company’s cloud backlog rose to $625 billion, with roughly 45% of remaining performance obligations tied to OpenAI. About two-thirds of that quarterly capex was directed toward compute chips. To be clear: this is no speculative buildout. Microsoft is deploying capital against a massive, committed demand pipeline, even as it maintains significant exposure to OpenAI-driven workloads. The company is solving two infrastructure problems at once: supporting broad Azure and Copilot growth, while ensuring

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AI’s Execution Era: Aligned and Netrality on Power, Speed, and the New Data Center Reality

At Data Center World 2026, the industry didn’t need convincing that something fundamental has shifted. “This feels different,” said Bill Kleyman as he opened a keynote fireside with Phill Lawson-Shanks and Amber Caramella. “In the past 24 months, we’ve seen more evolution… than in the two decades before.” What followed was less a forecast than a field report from the front lines of the AI infrastructure buildout—where demand is immediate, power is decisive, and execution is everything. A Different Kind of Growth Cycle For Caramella, the shift starts with scale—and speed. “What feels fundamentally different is just the sheer pace and breadth of the demand combined with a real shift in architecture,” she said. Vacancy rates have collapsed even as capacity expands. AI workloads are not just additive—they are redefining absorption curves across the market. But the deeper change is behavioral. “Over 75% of people are using AI in their day-to-day business… and now the conversation is shifting to agentic AI,” Caramella noted. That shift—from tools to delegated workflows—points to a second wave of infrastructure demand that has not yet fully materialized. Lawson-Shanks framed the transformation in more structural terms. The industry, he said, has always followed a predictable chain: workload → software → hardware → facility → location. That chain has broken. “We had a very predictable industry… prior to Covid. And Covid changed everything,” he said, describing how hyperscale demand compressed deployment cycles overnight. What followed was a surge that utilities—and supply chains—were not prepared to meet. From Capacity to Constraint: Power Becomes Strategy If AI has a gating factor, it is no longer compute. It is power. “Before it used to be an operational convenience,” Caramella said. “Now it’s a strategic advantage—or constraint if you don’t have it.” That shift is reshaping executive decision-making. Power is no

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The Trillion-Dollar AIDC Boom Gets Real: Omdia Maps the Path From Megaclusters to Microgrids

The AI data center buildout is getting bigger, denser, and more electrically complex than even many bullish observers expected. That was the core message from Omdia’s Data Center World analyst summit, where Senior Director Vlad Galabov and Practice Lead Shen Wang laid out a view of the market that has grown more expansive in just the past year. What had been a large-scale infrastructure story is now, in Omdia’s telling, something closer to a full-stack industrial transition: hyperscalers are still leading, but enterprises, second-tier cloud providers, and new AI use cases are beginning to add demand on top of demand. Omdia’s updated forecast reflects that shift. Galabov said the firm has now raised its 2030 projection for data center investment beyond the $1.6 trillion figure it showed a year ago, arguing that surging AI usage, expanding buyer classes, and the emergence of new power infrastructure categories have all forced a rethink. “One of the reasons why we raised it is that people keep using more AI,” Galabov said. “And that just means more money, because we need to buy more GPUs to run the AI.” That is the simple version. The more consequential one is that AI is no longer behaving like a contained technology cycle. It is spilling outward into adjacent infrastructure markets, including batteries, gas-fired onsite generation, and high-voltage DC power architectures that until recently sat well outside the mainstream data center conversation. A Market Moving Faster Than the Forecasts Galabov opened by revisiting the predictions Omdia made last year for 2030. On several fronts, he said, the market is already validating them faster than expected. AI applications are becoming commonplace. AI has become the dominant driver of data center investment. Self-generation is no longer a fringe strategy. Even some of the rack-scale architecture concepts that once looked

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Data Center World 2026: Innovation Spotlight

Belden + OptiCool: Modular Cooling for the AI Middle Market At Data Center World 2026, company representatives from Belden and OptiCool described a joint push into integrated rack-level infrastructure—pairing connectivity, power, and modular cooling into a single deployable system aimed squarely at enterprise and mid-market colocation providers. The partnership reflects a shift already underway inside Belden itself. Long known as a manufacturer of wire, cable, and connectivity products, the company said it has spent the last several years evolving into a solutions provider—leveraging a broader portfolio that spans industrial networking, automation, and control systems. That repositioning is now extending into AI infrastructure. From Components to Fully Integrated Systems Rather than selling discrete products into bid cycles, Belden is now packaging racks, PDUs, cable management, and cooling into a unified offering—delivered as a manufacturer-backed system rather than a third-party integration. “We can bring a full solution to the table now,” a company representative said, emphasizing that the company is “standing behind the solution as a manufacturer, not as a system integrator.” The cooling layer comes via OptiCool, whose rear-door heat exchanger (RDHx) technology is designed to scale alongside uncertain AI workloads. Two-Phase Rear Door Cooling at Rack Scale OptiCool’s approach centers on two-phase cooling applied at the rear door, combining the non-invasive characteristics of RDHx with the efficiency gains typically associated with direct-to-chip liquid cooling. According to company representatives, the system: Supports up to 120 kW per rack (with 60 kW demonstrated on the show floor) Delivers up to 10x cooling capacity compared to traditional approaches Operates at roughly one-third the energy consumption of comparable single-phase systems Instead of injecting cold air, the system extracts heat using refrigerant as the heat sink, reducing demand on CRAC units and broader facility cooling infrastructure. Designing for Uncertainty: Modular, Swappable Capacity The defining feature—and

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Space data-center news: Roundup of extraterrestrial AI endeavors

Orbital is betting that distributed inference can scale as a constellation, with each satellite handling workloads in parallel. The company is also filing with the FCC for a larger constellation. Lonestar announces first commercial space data storage service April 2026: Lonestar Data Holdings announced StarVault, which it’s calling “the world’s first commercially operational space-based sovereign data storage platform.” The service launches in October 2026 aboard Sidus Space’s LizzieSat-4 mission. StarVault isn’t a full data center — it’s data storage with “advanced cryptographic key escrow capabilities,” according to the announcement. But it’s the first commercial space data service that enterprises can actually buy. Lonestar says demand from governments, financial institutions, and critical infrastructure operators has already exceeded expectations, and the company has ordered a second payload for launch next year. Lonestar has already flown four proof-of-concept data centers to space, including two to the Moon, according to the announcement. This is different because it’s the first one designed for paying customers. Atomic-6 launches a marketplace for buying orbital capacity April 2026: Atomic-6, a space systems company in Marietta, Georgia, has launched ODC.space — basically, a marketplace where you spec, price, and order orbital data center capacity the way you’d order a rack from a colo provider. You can buy either a sovereign satellite, where you get the whole thing, or colocated, where you rent space on someone else’s capacity, according to the announcement. Atomic-6 handles spacecraft build, launch, licensing, and operations through a partner network. You just supply the processors and the workload. Delivery runs two to three years, which Atomic-6 is carefully positioning against terrestrial data center timelines that now routinely run five-plus. Base configurations start with 1U nodes on satellites rated up to 100 kW. Connectivity starts at 1 Gbps. A sovereign rack runs $3.5 million a month, Atomic-6

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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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