Stay Ahead, Stay ONMINE

A new Microsoft chip could lead to more stable quantum computers

Microsoft announced today that it has made significant progress in its 20-year quest to make topological quantum bits, or qubits—a special approach to building quantum computers that could make them more stable and easier to scale up.  Researchers and companies have been working for years to build quantum computers, which could unlock dramatic new abilities to simulate complex materials and discover new ones, among many other possible applications.  To achieve that potential, though, we must build big enough systems that are stable enough to perform computations. Many of the technologies being explored today, such as the superconducting qubits pursued by Google and IBM, are so delicate that the resulting systems need to have many extra qubits to correct errors.  Microsoft has long been working on an alternative that could cut down on the overhead by using components that are far more stable. These components, called Majorana quasiparticles, are not real particles. Instead, they are special patterns of behavior that may arise inside certain physical systems and under certain conditions. The pursuit has not been without setbacks, including a high-profile paper retraction by researchers associated with the company in 2018. But the Microsoft team, which has since pulled this research effort in house, claims it is now on track to build a fault-tolerant quantum computer containing a few thousand qubits in a matter of years and that it has a blueprint for building out chips that each contain a million qubits or so, a rough target that could be the point at which these computers really begin to show their power. This week the company announced a few early successes on that path: piggybacking on a Nature paper published today that describes a fundamental validation of the system, the company says it has been testing a topological qubit, and that it has wired up a chip containing eight of them.  “You don’t get to a million qubits without a lot of blood, sweat, and tears and solving a lot of really difficult technical challenges along the way. And I do not want to understate any of that,” says Chetan Nayak, a Microsoft technical fellow and leader of the team pioneering this approach. That said, he says, “I think that we have a path that we very much believe in, and we see a line of sight.”  Researchers outside the company are cautiously optimistic. “I’m very glad that [this research] seems to have hit a very important milestone,” says computer scientist Scott Aaronson, who heads the ​​Quantum Information Center at the University of Texas at Austin. “I hope that this stands, and I hope that it’s built up.” Even and odd The first step in building a quantum computer is constructing qubits that can exist in fragile quantum states—not 0s and 1s like the bits in classical computers, but rather a mixture of the two. Maintaining qubits in these states and linking them up with one another is delicate work, and over the years a significant amount of research has gone into refining error correction schemes to make up for noisy hardware.  For many years, theorists and experimentalists alike have been intrigued by the idea of creating topological qubits, which are constructed through mathematical twists and turns and have protection from errors essentially baked into their physics. “It’s been such an appealing idea to people since the early 2000s,” says Aaronson. “The only problem with it is that it requires, in a sense, creating a new state of matter that’s never been seen in nature.” Microsoft has been on a quest to synthesize this state, called a Majorana fermion, in the form of quasiparticles. The Majorana was first proposed nearly 90 years ago as a particle that is its own antiparticle, which means two Majoranas will annihilate when they encounter one another. With the right conditions and physical setup, the company has been hoping to get behavior matching that of the Majorana fermion within materials. In the last few years, Microsoft’s approach has centered on creating a very thin wire or “nanowire” from indium arsenide, a semiconductor. This material is placed in close proximity to aluminum, which becomes a superconductor close to absolute zero, and can be used to create superconductivity in the nanowire. Ordinarily you’re not likely to find any unpaired electrons skittering about in a superconductor—electrons like to pair up. But under the right conditions in the nanowire, it’s theoretically possible for an electron to hide itself, with each half hiding at either end of the wire. If these complex entities, called Majorana zero modes, can be coaxed into existence, they will be difficult to destroy, making them intrinsically stable.  ”Now you can see the advantage,” says Sankar Das Sarma, a theoretical physicist at the University of Maryland, College Park, who did early work on this concept. “You cannot destroy a half electron, right? If you try to destroy a half electron, that means only a half electron is left. That’s not allowed.” In 2023, the Microsoft team published a paper in the journal Physical Review B claiming that this system had passed a specific protocol designed to assess the presence of Majorana zero modes. This week in Nature, the researchers reported that they can “read out” the information in these nanowires—specifically, whether there are Majorana zero modes hiding at the wires’ ends. If there are, that means the wire has an extra, unpaired electron. “What we did in the Nature paper is we showed how to measure the even or oddness,” says Nayak. “To be able to tell whether there’s 10 million or 10 million and one electrons in one of these wires.” That’s an important step by itself, because the company aims to use those two states—an even or odd number of electrons in the nanowire—as the 0s and 1s in its qubits.  If these quasiparticles exist, it should be possible to “braid” the four Majorana zero modes in a pair of nanowires around one another by making specific measurements in a specific order. The result would be a qubit with a mix of these two states, even and odd. Nayak says the team has done just that, creating a two-level quantum system, and that it is currently working on a paper on the results. Researchers outside the company say they cannot comment on the qubit results, since that paper is not yet available. But some have hopeful things to say about the findings published so far. “I find it very encouraging,” says Travis Humble, director of the Quantum Science Center at Oak Ridge National Laboratory in Tennessee. “It is not yet enough to claim that they have created topological qubits. There’s still more work to be done there,” he says. But “this is a good first step toward validating the type of protection that they hope to create.”  Others are more skeptical. Physicist Henry Legg of the University of St Andrews in Scotland, who previously criticized Physical Review B for publishing the 2023 paper without enough data for the results to be independently reproduced, is not convinced that the team is seeing evidence of Majorana zero modes in its Nature paper. He says that the company’s early tests did not put it on solid footing to make such claims. “The optimism is definitely there, but the science isn’t there,” he says. One potential complication is impurities in the device, which can create conditions that look like Majorana particles. But Nayak says the evidence has only grown stronger as the research has proceeded. “This gives us confidence: We are manipulating sophisticated devices and seeing results consistent with a Majorana interpretation,” he says. “They have satisfied many of the necessary conditions for a Majorana qubit, but there are still a few more boxes to check,” Das Sarma said after seeing preliminary results on the qubit. “The progress has been impressive and concrete.” Scaling up On the face of it, Microsoft’s topological efforts seem woefully behind in the world of quantum computing—the company is just now working to combine qubits in the single digits while others have tied together more than 1,000. But both Nayak and Das Sarma say other efforts had a strong head start because they involved systems that already had a solid grounding in physics. Work on the topological qubit, on the other hand, has meant starting from scratch.  “We really were reinventing the wheel,” Nayak says, likening the team’s efforts to the early days of semiconductors, when there was so much to sort out about electron behavior and materials, and transistors and integrated circuits still had to be invented. That’s why this research path has taken almost 20 years, he says: “It’s the longest-running R&D program in Microsoft history.” Some support from the US Defense Advanced Research Projects Agency could help the company catch up. Early this month, Microsoft was selected as one of two companies to continue work on the design of a scaled-up system, through a program focused on underexplored approaches that could lead to utility-scale quantum computers—those whose benefits exceed their costs. The other company selected is PsiQuantum, a startup that is aiming to build a quantum computer containing up to a million qubits using photons. Many of the researchers MIT Technology Review spoke with would still like to see how this work plays out in scientific publications, but they were hopeful. “The biggest disadvantage of the topological qubit is that it’s still kind of a physics problem,” says Das Sarma. “If everything Microsoft is claiming today is correct … then maybe right now the physics is coming to an end, and engineering could begin.”  This story was updated with Henry Legg’s current institutional affiliation.

Microsoft announced today that it has made significant progress in its 20-year quest to make topological quantum bits, or qubits—a special approach to building quantum computers that could make them more stable and easier to scale up. 

Researchers and companies have been working for years to build quantum computers, which could unlock dramatic new abilities to simulate complex materials and discover new ones, among many other possible applications. 

To achieve that potential, though, we must build big enough systems that are stable enough to perform computations. Many of the technologies being explored today, such as the superconducting qubits pursued by Google and IBM, are so delicate that the resulting systems need to have many extra qubits to correct errors. 

Microsoft has long been working on an alternative that could cut down on the overhead by using components that are far more stable. These components, called Majorana quasiparticles, are not real particles. Instead, they are special patterns of behavior that may arise inside certain physical systems and under certain conditions.

The pursuit has not been without setbacks, including a high-profile paper retraction by researchers associated with the company in 2018. But the Microsoft team, which has since pulled this research effort in house, claims it is now on track to build a fault-tolerant quantum computer containing a few thousand qubits in a matter of years and that it has a blueprint for building out chips that each contain a million qubits or so, a rough target that could be the point at which these computers really begin to show their power.

This week the company announced a few early successes on that path: piggybacking on a Nature paper published today that describes a fundamental validation of the system, the company says it has been testing a topological qubit, and that it has wired up a chip containing eight of them. 

“You don’t get to a million qubits without a lot of blood, sweat, and tears and solving a lot of really difficult technical challenges along the way. And I do not want to understate any of that,” says Chetan Nayak, a Microsoft technical fellow and leader of the team pioneering this approach. That said, he says, “I think that we have a path that we very much believe in, and we see a line of sight.” 

Researchers outside the company are cautiously optimistic. “I’m very glad that [this research] seems to have hit a very important milestone,” says computer scientist Scott Aaronson, who heads the ​​Quantum Information Center at the University of Texas at Austin. “I hope that this stands, and I hope that it’s built up.”

Even and odd

The first step in building a quantum computer is constructing qubits that can exist in fragile quantum states—not 0s and 1s like the bits in classical computers, but rather a mixture of the two. Maintaining qubits in these states and linking them up with one another is delicate work, and over the years a significant amount of research has gone into refining error correction schemes to make up for noisy hardware. 

For many years, theorists and experimentalists alike have been intrigued by the idea of creating topological qubits, which are constructed through mathematical twists and turns and have protection from errors essentially baked into their physics. “It’s been such an appealing idea to people since the early 2000s,” says Aaronson. “The only problem with it is that it requires, in a sense, creating a new state of matter that’s never been seen in nature.”

Microsoft has been on a quest to synthesize this state, called a Majorana fermion, in the form of quasiparticles. The Majorana was first proposed nearly 90 years ago as a particle that is its own antiparticle, which means two Majoranas will annihilate when they encounter one another. With the right conditions and physical setup, the company has been hoping to get behavior matching that of the Majorana fermion within materials.

In the last few years, Microsoft’s approach has centered on creating a very thin wire or “nanowire” from indium arsenide, a semiconductor. This material is placed in close proximity to aluminum, which becomes a superconductor close to absolute zero, and can be used to create superconductivity in the nanowire.

Ordinarily you’re not likely to find any unpaired electrons skittering about in a superconductor—electrons like to pair up. But under the right conditions in the nanowire, it’s theoretically possible for an electron to hide itself, with each half hiding at either end of the wire. If these complex entities, called Majorana zero modes, can be coaxed into existence, they will be difficult to destroy, making them intrinsically stable. 

”Now you can see the advantage,” says Sankar Das Sarma, a theoretical physicist at the University of Maryland, College Park, who did early work on this concept. “You cannot destroy a half electron, right? If you try to destroy a half electron, that means only a half electron is left. That’s not allowed.”

In 2023, the Microsoft team published a paper in the journal Physical Review B claiming that this system had passed a specific protocol designed to assess the presence of Majorana zero modes. This week in Nature, the researchers reported that they can “read out” the information in these nanowires—specifically, whether there are Majorana zero modes hiding at the wires’ ends. If there are, that means the wire has an extra, unpaired electron.

“What we did in the Nature paper is we showed how to measure the even or oddness,” says Nayak. “To be able to tell whether there’s 10 million or 10 million and one electrons in one of these wires.” That’s an important step by itself, because the company aims to use those two states—an even or odd number of electrons in the nanowire—as the 0s and 1s in its qubits. 

If these quasiparticles exist, it should be possible to “braid” the four Majorana zero modes in a pair of nanowires around one another by making specific measurements in a specific order. The result would be a qubit with a mix of these two states, even and odd. Nayak says the team has done just that, creating a two-level quantum system, and that it is currently working on a paper on the results.

Researchers outside the company say they cannot comment on the qubit results, since that paper is not yet available. But some have hopeful things to say about the findings published so far. “I find it very encouraging,” says Travis Humble, director of the Quantum Science Center at Oak Ridge National Laboratory in Tennessee. “It is not yet enough to claim that they have created topological qubits. There’s still more work to be done there,” he says. But “this is a good first step toward validating the type of protection that they hope to create.” 

Others are more skeptical. Physicist Henry Legg of the University of St Andrews in Scotland, who previously criticized Physical Review B for publishing the 2023 paper without enough data for the results to be independently reproduced, is not convinced that the team is seeing evidence of Majorana zero modes in its Nature paper. He says that the company’s early tests did not put it on solid footing to make such claims. “The optimism is definitely there, but the science isn’t there,” he says.

One potential complication is impurities in the device, which can create conditions that look like Majorana particles. But Nayak says the evidence has only grown stronger as the research has proceeded. “This gives us confidence: We are manipulating sophisticated devices and seeing results consistent with a Majorana interpretation,” he says.

“They have satisfied many of the necessary conditions for a Majorana qubit, but there are still a few more boxes to check,” Das Sarma said after seeing preliminary results on the qubit. “The progress has been impressive and concrete.”

Scaling up

On the face of it, Microsoft’s topological efforts seem woefully behind in the world of quantum computing—the company is just now working to combine qubits in the single digits while others have tied together more than 1,000. But both Nayak and Das Sarma say other efforts had a strong head start because they involved systems that already had a solid grounding in physics. Work on the topological qubit, on the other hand, has meant starting from scratch. 

“We really were reinventing the wheel,” Nayak says, likening the team’s efforts to the early days of semiconductors, when there was so much to sort out about electron behavior and materials, and transistors and integrated circuits still had to be invented. That’s why this research path has taken almost 20 years, he says: “It’s the longest-running R&D program in Microsoft history.”

Some support from the US Defense Advanced Research Projects Agency could help the company catch up. Early this month, Microsoft was selected as one of two companies to continue work on the design of a scaled-up system, through a program focused on underexplored approaches that could lead to utility-scale quantum computers—those whose benefits exceed their costs. The other company selected is PsiQuantum, a startup that is aiming to build a quantum computer containing up to a million qubits using photons.

Many of the researchers MIT Technology Review spoke with would still like to see how this work plays out in scientific publications, but they were hopeful. “The biggest disadvantage of the topological qubit is that it’s still kind of a physics problem,” says Das Sarma. “If everything Microsoft is claiming today is correct … then maybe right now the physics is coming to an end, and engineering could begin.” 

This story was updated with Henry Legg’s current institutional affiliation.

Shape
Shape
Stay Ahead

Explore More Insights

Stay ahead with more perspectives on cutting-edge power, infrastructure, energy,  bitcoin and AI solutions. Explore these articles to uncover strategies and insights shaping the future of industries.

Shape

AI shifts IT roles from operator to orchestrator

The report indicates that IT roles are becoming more strategic and automation-driven, with 52% of respondents citing increases in both areas. Roles are also becoming more cross-functional (47%) and complex (41%), reflecting the integration of AI into broader business processes. AI is also affecting how IT teams allocate time. Respondents

Read More »

Apply Now: 2026 Waste to Energy and Materials Technical Assistance for State, Local, and Tribal Governments

The U.S. Department of Energy’s Alternative Fuels and Feedstocks Office (AFFO), formerly known as the Bioenergy Technologies Office, and the National Laboratory of the Rockies (NLR) are launching the 2026 Waste to Energy and Materials Technical Assistance Program for state, local, and Tribal governments. The scope of this year’s program has been expanded to include additional municipal solid waste materials such as electronics, industrial wastewater, and other byproducts.  U.S. waste streams present significant logistical and economic challenges for states, counties, municipalities, and Tribal governments. However, waste is also a resource that can be used as an unconventional additional source of energy, advanced materials, and critical minerals. This program provides no-cost technical assistance to states, counties, municipalities, and Tribal governments with the most relevant data to guide decision-making—providing local solutions to the various aspects of waste management, taking into consideration current handling practices, costs, and infrastructure. It is designed to help officials evaluate the most sensible end uses for their waste, whether repurposing it for on-site heat and power, upgrading it into transportation fuels, or using it for material and mineral recovery. Program technical assistance includes: Waste resource information Infrastructure considerations Techno-economic comparison of energy, material, and mineral recovery options Evaluation and sharing of case studies (to the extent possible) from similar communities/projects The 2026 Waste to Energy and Materials Technical Assistance application portal is now open and applications will be accepted through May 30, 2026. For information on applicant eligibility and how to apply, please visit NLR’s technical assistance webpage. Timeline for Technical Assistance Opportunity Date Action April 15, 2026 Application Portal Opens May 30, 2026 Application Portal Closes  July – August 2026 Selections Made and Recipients Informed  Learn more about AFFO-supported waste to energy and materials technical assistance. If you have further questions, please see frequently asked questions or contact the Waste to

Read More »

Energy Deputy Secretary Danly Commends FERC Action on Large Load Interconnection Reform

WASHINGTON—U.S. Deputy Secretary of Energy James P. Danly issued the following statement after the Federal Energy Regulatory Commission (FERC or Commission) announced it will take action by June 2026 on the large load interconnection proceeding initiated at the direction of U.S. Secretary of Energy Chris Wright: “FERC’s announcement today demonstrates Chairman Swett’s commitment to implement Secretary Wright’s directive that the Commission ensure the timely and orderly integration of large electric loads that deliver on President Trump’s goal of American energy dominance. “I expect that the Commission will act quickly and decisively to improve interconnection processes, support the co-location of load and generation, and accelerate the addition of new generation to ensure that supply is built alongside demand—delivering affordable, reliable, and secure energy for all Americans. “Having served at FERC as commissioner and chairman, I understand FERC’s role in ensuring the reliability of the nation’s bulk power system, and I commend Chairman Swett for focusing on affordability and reliability.”                                                                                               ###  

Read More »

Petrobras discovers hydrocarbons in Campos basin presalt offshore Brazil

@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } Petrobras has discovered presence in the Campos basin presalt offshore Brazil during exploration in sector SC-AP4, block CM-477. Samples taken from the well, 1-BRSA-1404DC-RJS, will be sent for laboratory analysis with the aim of characterizing the conditions of the reservoirs and fluids found to enable continued evaluation of the area’s potential, the company said in a release Apr. 13. The discovery well was drilled 201 km off the coast of the state of Rio de Janeiro in water depth of 2,984 m. The hydrocarbon-bearing interval was confirmed through electrical profiles, gas evidence, and fluid sampling. Petrobras is the operator of block CM-477 with 70% interest. bp plc holds the remaining 30%.

Read More »

bp to operate blocks offshore Namibia through acquisition

@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } Map from bp plc <!–> –> bp plc aims to become operator of three exploration blocks offshore Namibia through acquisition of a 60% interest from Eco Atlantic Oil & Gas. Subject to Namibian government and joint venture partner approvals, bp will operate blocks PEL97, PEL99, and PEL100 in Walvis basin.   In a release Apr. 13, bp said entering the blocks builds on its recent exploration successes in Namibia through Azule Energy, a 50-50 joint venture between bp and Eni. Eco Atlantic will remain a partner, along with Namibia’s national oil company NAMCOR, following the deal’s closing, which is subject to closing conditions.

Read More »

ConocoPhillips sends team to Venezuela to evaluate oil, gas opportunities

ConocoPhillips sent a team to Venezuela to evaluate oil and gas opportunities, the company confirmed to Oil & Gas Journal Apr. 13. In an email to OGJ, a company spokesperson said “ConocoPhillips can confirm that we sent a small evaluation team to Venezuela during the week of Apr. 6 to better understand the potential for in-country oil and gas opportunities.” Asked what clarity the company seeks, the spokesperson said the team “will evaluate Venezuela against other international opportunities as part of our disciplined investment framework.” The operator left Venezuela in 2007 after then-President Hugo Chavez’s government reverted privately run oil fields to state control. ConocoPhillips, along with ExxonMobil, refused the government’s terms and took claims to the World Bank’s International Centre for the Settlement of Investment Disputes (ICSID). ConocoPhillips is owed about $12 billion following two judgements, an amount still sought by the company, which, prior to the expropriation of its interests, held a 50.1% interest in Petrozuata, a 40% interest in Hamaca, and a 32.5% interest in Corocoro heavy oil projects in Venezuela. In January, following the removal of Venezuela’s leader Nicolas Maduro, US President Donald Trump urged oil and gas companies to spend billions to rebuild Venezuela’s energy sector. ExxonMobil, which also exited the country in 2007, ​sent a technical team to Venezuela in March to ⁠evaluate the infrastructure and investment opportunities. In a discussion at CERAWeek by S&P Global in Houston in March, ConocoPhillips’ chief executive officer, Ryan Lance, said Venezuela needs to “completely rewire” ​its fiscal system to attract new ‌investment. The South American country holds a large cache of proven oil reserves, but has faced decades of production challenges due to mismanagement, underinvestment, and sanctions.

Read More »

TotalEnergies, TPAO sign MoU to assess exploration opportunities

@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } TotalEnergies EP New Ventures SA has signed a memorandum of understanding (MoU) with Türkiye Petrolleri Anonim Ortaklığı (TPAO) for potential collaboration. The MoU provides a framework for technical collaboration, including a joint assessment of hydrocarbon exploration opportunities in the Black Sea region of Türkiye as well as internationally. In February of this year, TPAO signed an MoU with Chevron Business Development EMEA Ltd., a subsidiary of Chevron, providing an opportunity to “identify and evaluate cooperation opportunities that may arise in international projects and in oil exploration and production license areas in onshore and offshore fields in Türkiye.”

Read More »

Equinix offering targets automated AI-centric network operations

Another component, Fabric Application Connect, functions as a private, dedicated connectivity marketplace for AI services. It lets enterprises access inference, training, storage, and security providers over private connections, bypassing the public Internet and limiting data exposure during AI development and deployment. Operational visibility is provided through Fabric Insights, an AI-powered monitoring layer that analyzes real-time network telemetry to detect anomalies and predict potential issues before they impact workloads. Fabric Insights integrates with security information and event management (SIEM) platforms such as Splunk and Datadog and feeds data directly into Fabric Super-Agent to support automated remediation. Fabric Intelligence operates on top of Equinix’s global infrastructure footprint, which includes hundreds of data centers across dozens of metropolitan markets. The platform is positioned as part of Equinix Fabric, a connectivity portfolio used by thousands of customers worldwide to link cloud providers, enterprises, and network services. Fabric Intelligence is available now to preview.

Read More »

Blue Owl Builds a Capital Platform for the Hyperscale AI Era

Capital as a Service: The Hyperscaler Shift This is not just another project financing. It points to a model in which hyperscalers can externalize a significant portion of the capital required for AI campuses while retaining operational control. Under the Hyperion structure, Meta provides construction and property management, while Blue Owl supplies capital at scale alongside infrastructure expertise. Reuters described the transaction as Meta’s largest private capital deal to date, with the campus projected to exceed 2 gigawatts of capacity. For Blue Owl, it marks a shift in role: from backing developers serving hyperscalers to working directly with a hyperscaler to structure ownership more efficiently at scale. Hyperion also helps explain why this model is gaining traction. Hyperscalers are now deploying capital at a pace that makes flexibility a strategic priority. Structures like the Meta–Blue Owl JV allow them to continue expanding infrastructure without fully absorbing the balance-sheet impact of each new campus. Analyst commentary cited by Reuters suggested the arrangement could help Meta mitigate risk and avoid concentrating too much capital in land, buildings, and long-lived infrastructure, preserving capacity for additional facilities and ongoing AI investment. That is the service Blue Owl is effectively providing. Not just capital, but balance-sheet flexibility at a time when AI infrastructure demand is stretching even the largest technology companies. With major tech firms projected to spend hundreds of billions annually on AI infrastructure, that capability is becoming central to how the next generation of campuses gets built. The Capital Baseline Resets In early 2026, hyperscalers effectively reset the capital baseline for the sector. Alphabet projected $175 billion to $185 billion in annual capex, citing continued constraints across servers, data centers, and networking. Amazon pointed to roughly $200 billion, up from $131 billion the prior year, while noting persistent demand pressure in AWS. Meta

Read More »

OpenAI pulls out of a second Stargate data center deal

“OpenAI is embattled on several fronts. Anthropic has been doing very well in the enterprise, and OpenAI’s cash burn might be a problem if it wants to go public at an astronomical $800 billion+ valuation. This is especially true with higher energy prices due to geopolitics, and the public and regulators increasingly skeptical of AI companies, especially outside of the United States,” Roberts said. “I see these moves as OpenAI tightening its belt a bit and being more deliberate about spending as it moves past the interesting tech demo stage of its existence and is expected to provide a real return for investors.” He added, “I expect it’s a symptom of a broader problem, which is that OpenAI has thrown some good money after bad in bets that didn’t work out, like the Sora platform it just shut down, and it’s under increasing pressure to translate its first-mover advantage into real upside for its investors. Spending operational money instead of capital money might give it some flexibility in the short term, and perhaps that’s what this is about.” All in all, he noted, “on a scale of business-ending event to nothingburger, I would put it somewhere in the middle, maybe a little closer to nothingburger.” Acceligence CIO Yuri Goryunov agreed with Roberts, and said, “OpenAI has a problem with commercialization and runaway operating costs, for sure. They are trying to rightsize their commitments and make sure that they deliver on their core products before they run out of money.” Goryunov described OpenAI’s arrangement with Microsoft in Norway as “prudent financial engineering” that allows it to access the data center resources without having to tie up too much capital. “It’s financial discipline. OpenAI [executives] are starting to behave like grownups.” Forrester senior analyst Alvin Nguyen echoed those thoughts. 

Read More »

DCF Tours: SDC Manhattan, 375 Pearl St.

Power: Redundant utility design in a power-constrained market The tour made equally clear that in Manhattan, power is still the central gating factor. The brochure describes SDC Manhattan as offering 18MW of aggregate power delivered to the building, backed by redundant electrical and mechanical systems, backup generators, and Tier III-type concurrent maintainability. The December 2025 press release updated that picture in a more market-facing way, noting that Sabey is one of the only colocation providers in Manhattan with available power, including nearly a megawatt of turnkey power and 7MW of utility power across two powered shell spaces. Bajrushi’s explanation of the electrical topology helped show how Sabey has made that possible. Standing on the third floor, he described a ring bus tying together four Con Edison feeds. Bajrushi said the feeds all originate from the same substation but take different paths into the building, creating redundancy outside the building as well as within it. He added that if one feed fails, the ring bus remains unaffected, and that only one feed is needed to power everything currently in operation. He also noted that Sabey has the ability to add two more feeds in the future if expansion calls for it. That matters in a city where available utility capacity is hard to come by and where many data center conversations end not with square footage but with a megawatt number. Bajrushi also noted that physical space is not the core constraint at 375 Pearl. He said the building still has plenty of room for future buildouts, including open areas that could become additional white space, chiller capacity, or other infrastructure. The bigger question, he suggested, is how and when power and supporting systems get installed. That observation aligns neatly with Sabey’s press release. The company is effectively arguing that SDC

Read More »

Maine to put brakes on big data centers as AI expansion collides with power limits

Mills has pushed for an exemption protecting a proposed $550 million project at the former Androscoggin paper mill in Jay, arguing it would reuse existing infrastructure without straining the grid. Lawmakers rejected that exemption. Mills’ office did not immediately respond to a request for comment. A national wave, an unanswered federal question Maine is one of at least 12 states now weighing moratorium or restraint legislation, alongside more than 300 data center bills filed across 30-plus states in the current session, according to legislative tracking firm MultiState. The shared concern is energy cost. Data centers could consume up to 12% of total US electricity by 2028, according to the US Department of Energy. On March 25, Senator Bernie Sanders and Alexandria Ocasio-Cortez introduced the AI Data Center Moratorium Act in Congress, which would impose a nationwide freeze on all new data center construction until Congress passes AI safety legislation. The Trump administration has pursued a different path from the legislative approach being taken in states. On March 4, Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed the White House’s Ratepayer Protection Pledge, a voluntary commitment by hyperscalers to fund their own power generation rather than pass grid costs to ratepayers. The pledge, published in the Federal Register on March 9, carries no penalties for noncompliance or auditing requirements.

Read More »

Cisco just made two moves to own the AI infrastructure stack

In a world of autonomous agents, identity and access become the de facto safety rails. Astrix is designed to inventory these non-human identities, map their permissions, detect toxic combinations, and remediate overprivileged access before it becomes an exploit or a data leak. That capability integrates directly with Cisco’s broader zero-trust and identity-centric security strategy, in which the network enforces policy based on who or what the entity is, not on which subnet it resides in. How this strengthens Cisco’s secure networking story Cisco has positioned itself as the vendor that can deliver “AI-ready, secure networks” spanning campus, data center, cloud, and edge. Galileo and Astrix extend that narrative from infrastructure into AI behavior and identity governance: The network becomes the high‑performance, policy‑enforcing substrate for AI traffic and data. Splunk plus Galileo becomes the observability plane for AI agents, linking AI incidents to network and application signals. Security plus Astrix becomes the identity and permission-control layer that constrains what AI agents can actually do within the environment. This is the core of Cisco’s emerging “Secure AI” posture: not just using AI to improve security but securing AI itself as it is embedded across every workflow, API, and device. For customers, that means AI initiatives can be brought under the same operational and compliance disciplines already used for networks and apps, rather than existing as unmanaged risk islands. Why this matters to Cisco customers Most large Cisco accounts are exactly the enterprises now experimenting with AI agents in contact centers, IT operations, and business workflows. They face three practical problems: They cannot see what agents are doing end‑to‑end, or measure quality beyond offline benchmarks. They lack a coherent model for managing the identities, secrets, and permissions those agents depend on. Their security and networking teams are often disconnected from AI projects happening in lines of business.

Read More »

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.

Read More »

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

Read More »

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

Read More »

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

Read More »