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AI toys are all the rage in China—and now they’re appearing on shelves in the US too

Kids have always played with and talked to stuffed animals. But now their toys can talk back, thanks to a wave of companies that are fitting children’s playthings with chatbots and voice assistants.  It’s a trend that has particularly taken off in China: A recent report by the Shenzhen Toy Industry Association and JD.com predicts that the sector will surpass ¥100 billion ($14 billion) by 2030, growing faster than almost any other branch of consumer AI. According to the Chinese corporation registration database Qichamao, there are over 1,500 AI toy companies operating in China as of October 2025. One of the latest entrants to the market is a toy called BubblePal, a device the size of a Ping-Pong ball that clips onto a child’s favorite stuffed animal and makes it “talk.” The gadget comes with a smartphone app that lets parents switch between 39 characters, from Disney’s Elsa to the Chinese cartoon classic Nezha. It costs $149, and 200,000 units have been sold since it launched last summer. It’s made by the Chinese company Haivivi and runs on DeepSeek’s large language models.  Other companies are approaching the market differently. FoloToy, another Chinese startup, allows parents to customize a bear, bunny, or cactus toy by training it to speak with their own voice and speech pattern. FoloToy reported selling more than 20,000 of its AI-equipped plush toys in the first quarter of 2025, nearly equaling its total sales for 2024, and it projects sales of 300,000 units this year.  But Chinese AI toy companies have their sights set beyond the nation’s borders. BubblePal was launched in the US in December 2024 and is now also available in Canada and the UK. And FoloToy is now sold in more than 10 countries, including the US, UK, Canada, Brazil, Germany, and Thailand. Rui Ma, a China tech analyst at AlphaWatch.AI, says that AI devices for children make particular sense in China, where there is already a well-established market for kid-focused educational electronics—a market that does not exist to the same extent globally. FoloToy’s CEO, Kong Miaomiao, told the Chinese outlet Baijing Chuhai that outside China, his firm is still just “reaching early adopters who are curious about AI.” China’s AI toy boom builds on decades of consumer electronics designed specifically for children. As early as the 1990s, companies such as BBK popularized devices like electronic dictionaries and “study machines,” marketed to parents as educational aids. These toy-electronics hybrids read aloud, tell interactive stories, and simulate the role of a playmate. The competition is heating up, however—US companies have also started to develop and sell AI toys. The musician Grimes helped to create Grok, a plush toy that chats with kids and adapts to their personality. Toy giant Mattel is working with OpenAI to bring conversational AI to brands like Barbie and Hot Wheels, with the first products expected to be announced later this year. However, reviews from parents who’ve bought AI toys in China are mixed. Although many appreciate the fact they are screen-free and come with strict parental controls, some parents say their AI capabilities can be glitchy, leading children to tire of them easily.  Penny Huang, based in Beijing, bought a BubblePal for her five-year-old daughter, who is cared for mostly by grandparents. Huang hoped that the toy could make her less lonely and reduce her constant requests to play with adults’ smartphones. But the novelty wore off quickly. “The responses are too long and wordy. My daughter quickly loses patience,” says Huang, “It [the role-play] doesn’t feel immersive—just a voice that sometimes sounds out of place.”  Another parent who uses BubblePal, Hongyi Li, found the voice recognition lagging: “Children’s speech is fragmented and unclear. The toy frequently interrupts my kid or misunderstands what she says. It also still requires pressing a button to interact, which can be hard for toddlers.”  Huang recently listed her BubblePal for sale on Xianyu, a secondhand marketplace. “This is just like one of the many toys that my daughter plays for five minutes then gets tired of,” she says. “She wants to play with my phone more than anything else.”

Kids have always played with and talked to stuffed animals. But now their toys can talk back, thanks to a wave of companies that are fitting children’s playthings with chatbots and voice assistants. 

It’s a trend that has particularly taken off in China: A recent report by the Shenzhen Toy Industry Association and JD.com predicts that the sector will surpass ¥100 billion ($14 billion) by 2030, growing faster than almost any other branch of consumer AI. According to the Chinese corporation registration database Qichamao, there are over 1,500 AI toy companies operating in China as of October 2025.

One of the latest entrants to the market is a toy called BubblePal, a device the size of a Ping-Pong ball that clips onto a child’s favorite stuffed animal and makes it “talk.” The gadget comes with a smartphone app that lets parents switch between 39 characters, from Disney’s Elsa to the Chinese cartoon classic Nezha. It costs $149, and 200,000 units have been sold since it launched last summer. It’s made by the Chinese company Haivivi and runs on DeepSeek’s large language models. 

Other companies are approaching the market differently. FoloToy, another Chinese startup, allows parents to customize a bear, bunny, or cactus toy by training it to speak with their own voice and speech pattern. FoloToy reported selling more than 20,000 of its AI-equipped plush toys in the first quarter of 2025, nearly equaling its total sales for 2024, and it projects sales of 300,000 units this year. 

But Chinese AI toy companies have their sights set beyond the nation’s borders. BubblePal was launched in the US in December 2024 and is now also available in Canada and the UK. And FoloToy is now sold in more than 10 countries, including the US, UK, Canada, Brazil, Germany, and Thailand. Rui Ma, a China tech analyst at AlphaWatch.AI, says that AI devices for children make particular sense in China, where there is already a well-established market for kid-focused educational electronics—a market that does not exist to the same extent globally. FoloToy’s CEO, Kong Miaomiao, told the Chinese outlet Baijing Chuhai that outside China, his firm is still just “reaching early adopters who are curious about AI.”

China’s AI toy boom builds on decades of consumer electronics designed specifically for children. As early as the 1990s, companies such as BBK popularized devices like electronic dictionaries and “study machines,” marketed to parents as educational aids. These toy-electronics hybrids read aloud, tell interactive stories, and simulate the role of a playmate.

The competition is heating up, however—US companies have also started to develop and sell AI toys. The musician Grimes helped to create Grok, a plush toy that chats with kids and adapts to their personality. Toy giant Mattel is working with OpenAI to bring conversational AI to brands like Barbie and Hot Wheels, with the first products expected to be announced later this year.

However, reviews from parents who’ve bought AI toys in China are mixed. Although many appreciate the fact they are screen-free and come with strict parental controls, some parents say their AI capabilities can be glitchy, leading children to tire of them easily. 

Penny Huang, based in Beijing, bought a BubblePal for her five-year-old daughter, who is cared for mostly by grandparents. Huang hoped that the toy could make her less lonely and reduce her constant requests to play with adults’ smartphones. But the novelty wore off quickly.

“The responses are too long and wordy. My daughter quickly loses patience,” says Huang, “It [the role-play] doesn’t feel immersive—just a voice that sometimes sounds out of place.” 

Another parent who uses BubblePal, Hongyi Li, found the voice recognition lagging: “Children’s speech is fragmented and unclear. The toy frequently interrupts my kid or misunderstands what she says. It also still requires pressing a button to interact, which can be hard for toddlers.” 

Huang recently listed her BubblePal for sale on Xianyu, a secondhand marketplace. “This is just like one of the many toys that my daughter plays for five minutes then gets tired of,” she says. “She wants to play with my phone more than anything else.”

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Zscaler, café-inspired branch networks, and mobile security

In Japan, I met with Nathan Howe, senior vice president of innovation and product management for Zscaler, and talked to him about the Zscaler Cellular service. Without getting into the technical nuances, the service works by integrating zero trust into the mobile network. This makes it ideally suited to secure

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Oil Rises on U.S. Stockpile Drop

Oil rose to the highest in a week after a government report showed a decline in domestic product stockpiles, while strength in broader markets supported crude prices. West Texas Intermediate climbed 1.3% to trade above $62 a barrel, aided by gains in US equities. The Energy Information Administration reported a 763,000-barrel weekly drop at the Cushing hub in Oklahoma, as well as lower oil-product holdings across the board. US distillate stocks, in particular, saw the largest decline since late June. Price gains are still capped by the outlook for ample global supplies, with OPEC+ ramping up production and the US forecasting record domestic output this year. Russian exports are also close to a 16-month high as Ukrainian drone strikes against refineries cut domestic processing. “The disconnect continues between paper pricing and the predicted glut in global balances,” said Keshav Lohiya, founder of consultant Oilytics. “We are back to an oil trading world where flat price is firmly in the $65 to $70 world.” Goldman Sachs Group Inc. reaffirmed its bearish outlook on oil, saying the global market faces an average daily surplus of about 2 million barrels from this quarter through next year. That will drag prices lower, with Brent expected to average $56 a barrel in 2026, analysts including Yulia Grigsby said in a note. In corporate news, Exxon Mobil Corp. signed agreements that lay the groundwork for it to explore Iraq’s giant Majnoon oil field, ending the company’s near two-year hiatus in the country. Oil Prices West Texas Intermediate for November delivery advanced 1.3% to settle at $62.55 a barrel in New York. Brent for December settlement climbed 1.2% to settle at $66.25 a barrel. What do you think? We’d love to hear from you, join the conversation on the Rigzone Energy Network. The Rigzone Energy Network is

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Cenovus Sweetens Offer for MEG

Canada’s Cenovus Energy Inc. increased its takeover bid for rival MEG Energy Corp. one day before investors were due to vote on it, signaling the companies’ original deal didn’t have enough shareholder support.  The new cash-and-stock offer from Cenovus values MEG at C$29.80 per share, or C$7.6 billion ($5.4 billion), based on Tuesday’s closing price. That’s a bump of about 5% from the previous offer, which the MEG board agreed to in August. Including debt, the offer values MEG at about C$8.6 billion. MEG shares were up 5.5% Wednesday at noon in Toronto and Cenovus shares were up 1%. Cenovus is also offering more stock this time: the new proposed transaction is half shares, half cash. The previous bid would have paid shareholders three-quarters cash, and was criticized by some investors for limiting the potential upside for MEG investors.  “While the market will likely express some disappointment from the raised bid, we think the improved offer should support approval from MEG holders and we do believe in the strategic merits of the transaction,” JPMorgan analyst Arun Jayaram said in a note to investors.  MEG’s largest shareholder is Strathcona Resources Ltd., which owns 14% of the company and has put forward its own competing all-stock takeover proposal, which MEG’s board turned down. Strathcona didn’t immediately respond to a request for comment. The MEG shareholder vote has been delayed until Oct. 22. Cenovus needs two-thirds support for the takeover to succeed.  “We received support from the majority of MEG’s shareholders for our transaction, Cenovus Chief Executive Officer Jon McKenzie said in a statement. “However, many MEG shareholders indicated that they would prefer to receive greater Cenovus share consideration, so that they can more fully participate in the upside of the combined company.”  A takeover of MEG, which operates a single oil-sands site

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SLB, SBM Enter Into Exclusive Digital Alliance

SLB and SBM Offshore announced, in a recent joint statement, an agreement “to enter into an exclusive digital alliance to optimize the performance of offshore production systems”. The companies noted in the statement that the alliance “brings together SLB’s digital and domain expertise in subsurface, subsea, surface production and recovery with SBM Offshore’s digital and full FPSO lifecycle capabilities”. SLB and SBM added in the statement that they “will leverage their respective digital capabilities to create an AI-powered digital ecosystem that enhances FPSO digital asset management – improving uptime performance and reducing total cost of ownership for offshore operators”. The digital ecosystem will integrate SBM Offshore’s operational workflows, data, and lifecycle expertise with SLB’s digital technologies, including its OptiSite solutions which are enabled by Cognite Data Fusion as part of SLB’s Lumi data and AI platform, the companies said in the statement, adding that, “once fully realized, the digital ecosystem will empower offshore asset operators – across operations, maintenance, and engineering – to proactively identify and resolve emerging challenges before they escalate”. This will be achieved through real-time, contextualized insights drawn from the full asset infrastructure, including subsea wells, risers, flowlines and topside systems workflows, according to the statement, which noted that, “by integrating intelligence across domains, the ecosystem will enable more efficient and agile decision-making throughout the lifecycle of offshore production”. In the statement, Rakesh Jaggi, President, Digital & Integration, SLB, said, “this exclusive alliance with SBM Offshore marks a pivotal moment in offshore assets production and recovery”. “By integrating decades of operational data and domain expertise through SLB’s scalable digital platform, we’re not only unlocking actionable insights – we are optimizing the FPSO value chain to enhance asset performance,” Jaggi added. “Together, we are committed to delivering measurable value and operational excellence to our customers,” Jaggi continued. Olivier Icyk,

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LandBridge to Acquire Over 37,000 Acres in Delaware Basin

LandBridge Co LLC said Tuesday it had signed a deal to buy about 37,500 acres on Texas’ side of the Delaware Basin from 1918 Ranch & Royalty LLC. “The acreage to be acquired consists of approximately 22,000 fee surface acres, approximately 3,500 surface acres held pursuant to a long-term management agreement and approximately 12,000 leasehold surface acres”, Houston, Texas-based LandBridge said in a press release. These are spread across the counties of Loving, Reeves, Ward and Winkler. Expected to be completed in the fourth quarter, the transaction will increase LandBridge’s holdings to around 300,000 acres, said the oil and gas-focused land management business operating primarily in the Permian sub-basin. Currently LandBridge owns around 277,000 acres across Texas and New Mexico, according to the company. “Upon closing, this transaction will provide LandBridge with immediate access to high-quality pore space adjacent to its large contiguous surface acreage position in Loving County, Texas”, LandBridge said. “This acreage position is expected to support additional water handling infrastructure necessary to handle escalating commercial produced water volumes in the Stateline region of the Delaware Basin, expanding LandBridge’s ability to deliver economic pore space alternatives to a broader customer base. “Beyond subsurface assets, the contiguous acreage in northern Reeves County to be acquired in this transaction is well-positioned for alternative energy development due to its proximity to industry demand and current and planned transmission infrastructure, aligning with LandBridge’s commitment to continue optimizing the commercial and strategic value of its acreage position”. Last month LandBridge announced an agreement with NRG Energy Inc for a potential 1.1-gigawatt gas power plant that would be built by NRG on a LandBridge site in Reeves County, Texas, to support data center electricity demand. LandBridge chief executive Jason Long said, “This acquisition not only bolsters LandBridge’s capacity to meet rising demand for high-quality pore

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Dallas Fed Survey Flags Theft in the Oil Field

Forty-one percent of executives said their operations have been impacted by theft in the oil field in the past year, the Federal Reserve Bank of Dallas said in a third quarter Dallas Fed Energy Survey page posted on its website recently. The remaining 59 percent said they have not been impacted, the Dallas Fed stated on its site. Survey participants were asked, “in the past year, have your operations been impacted by theft in the oil field”, the Dallas Fed highlighted, noting that executives from 80 exploration and production firms answered this question during the survey collection period. This spanned from September 10 to September 18, the site pointed out. Exploration and production executives who said their operations have been impacted by theft in the oil field in the past year were then asked, “what items have been stolen over the past year”, the site highlighted. The most selected response was ‘crude oil’, with 61 percent of respondents, according to the site, which revealed that ‘piping valves and wiring’ was the second most selected response, with 58 percent of respondents, and ‘equipment’ was the third most selected response, with 39 percent of respondents. Executives from 33 exploration and production firms answered this question during the survey collection period, the Dallas Fed revealed. E&P executives who said their operations have been impacted by theft in the oil field in the past year were also asked, “how would you rate the impact of this theft on your firm’s operations”, the site revealed. Well above 70 percent of respondents said “low”, with around 15 percent responding “medium”, and under 10 percent responding “high”, the site pointed out. No respondents checked the “no impact” response, according to the site. Executives from 33 exploration and production firms also answered this question during the survey collection

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OPAL Fuels, South Jersey Industries Start Up RNG Plant

OPAL Fuels Inc and infrastructure holding company South Jersey Industries (SJI) have started production at a renewable natural gas (RNG) facility in Egg Harbor Township, New Jersey, expecting to produce over 650,000 million British thermal units (MMBtu) or more than 4.6 million gasoline gallon equivalent (GGE) per year of biomethane. “Located at ACUA’s [Atlantic County Utilities Authority] solid waste landfill, the RNG facility captures and processes landfill gas into RNG, providing a renewable, lower-carbon fuel alternative to diesel and conventional natural gas”, said a joint statement by OPAL, SJI and ACUA. The project, the first completed under OPAL and SJI’s RNG joint venture, introduces RNG to the pipeline system of SJI subsidiary South Jersey Gas, the companies said. The project also makes ACUA “the first public solid waste facility in New Jersey to host an RNG project”, said ACUA president Matthew DeNafo. A second OPAL-SJI RNG plant is being built at the Burlington County Resource Recovery Complex solid waste landfill in Florence Township, New Jersey. Expected to come online next year, the Burlington plant will produce up to 0.92 million MMBtu or about 6.5 million GGE of RNG a year. OPAL will distribute the RNG from the Burlington plant via its fueling station network to heavy-duty trucks, with an expected avoidance of 530,000 metric tons of carbon dioxide per year, the partners said in a statement August 7, 2024, announcing the start of construction. OPAL and SJI announced their 50-50 joint venture to build and operate RNG facilities on September 21, 2023. Besides the joint projects with SJI, OPAL is building two more RNG plants. Cottonwood, 100 percent owned by OPAL, will have a capacity of 0.66 million MMBtu per year; start-up is expected 2026. Kirby, also fully owned by OPAL, will also produce up to 0.66 million MMBtu; OPAL expects to begin production 2027. In the first

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Cisco seriously amps-up Silicon One chip, router for AI data center connectivity

Some say deep buffers shouldn’t be used to handle this type of traffic; the contention is that these buffers fill and drain, creating jitter in the workloads, and that slows things down, Chopra told Network World. “But the real source of that challenge is not the buffers. It’s a poor congestion management scheme and poor load balancing with AI workloads, which are completely deterministic and predictable. You can actually proactively figure out how to place flows across the network and avoid the congestion,” he said. The 8223’s deep-buffer design provides ample memory to temporarily store packets during congestion or traffic bursts, an essential feature for AI networks where inter-GPU communication can create unpredictable, high-volume data flows, according to Gurudatt Shenoy, vice president of Cisco Provider Connectivity. “Combined with its high-radix architecture, the 8223 allows more devices to connect directly, reducing latency, saving rack space, and further lowering power consumption. The result is a flatter, more efficient network topology supporting high-bandwidth, low-latency communication that is critical for AI workloads,” Shenoy wrote in a blog post. NOS options Notably, the first operating systems that the 8223 supports are the Linux Foundation’s Software for Open Networking in the Cloud (SONiC) and Facebook open switching system (FBOSS) – not Cisco’s own IOS XR.  IXR will be supported, too, but at a later date, according to Cisco.  SONiC decouples network software from the underlying hardware and lets it run on hundreds of switches and ASICs from multiple vendors while supporting a full suite of network features such as Border Gateway Protocol (BGP), remote direct memory access (RDMA), QoS, and Ethernet/IP. One of the keys to SONiC is its switch-abstraction interface, which defines an API to provide a vendor-independent way of controlling forwarding elements such as a switching ASIC, an NPU, or a software switch in a uniform

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Utilities Race to Meet Surging Data Center Demand With New Power Models

Over the last 18 months or so, the energy generation industry and its public utilities have been significantly impacted by the AI data center boom. It has been demonstrated across North America that the increase in demand for power, as driven by the demand for hyperscale and AI data centers, greatly exceeds the ability of the industry to actually generate and deliver power to meet the demand. We have covered many of the efforts being made to control the availability of power. In response, utilities and regulators have begun rethinking how to manage power availability through means such as: temporary moratoriums on new data center interconnections; the creation of new rate classes; cogeneration and load-sharing agreements; renewable integration; and power-driven site selection strategies.  But the bottom line is that in many locations utilities will need to change the way they work and how and where they spend their CAPEX budgets. The industry has already realized that their demand forecast models are hugely out of date, and that has had a ripple effect on much of the planning done by public utilities to meet the next generation of power demand. Most utilities now acknowledge that their demand forecasting models have fallen behind reality, triggering revisions to Integrated Resource Plans (IRPs) and transmission buildouts nationwide. This mismatch between forecast and actual demand is forcing a fundamental rethink of capital expenditure priorities and long-term grid planning. Spend More, Build Faster Utilities are sharply increasing CAPEX and rebalancing their resource portfolios—not just for decarbonization, but to keep pace with multi-hundred-megawatt data center interconnects. This trend is spreading across the industry, not confined to a few isolated utilities. Notable examples include: Duke Energy raised its five-year CAPEX plan to $83 billion (a 13.7% increase) and plans to add roughly 5 GW of natural gas capacity

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Duos Pairs Mobile Power and Modular Edge Data Centers for Rapid Texas Rollout

Duos Technology Group has launched the fifth of its AI edge data centers, part of a plan to deploy 15 units by the end of 2025. The projects are executed through Duos Edge AI, a subsidiary focused on modular, rapidly installed edge data centers (EDCs) in underserved markets, beginning with school districts and regional carrier hubs across Texas. The newest site is being deployed on-premises with the Dumas Independent School District in Dumas, Texas. High-Density Edge Design Duos’ EDCs emphasize very high rack densities (100 kW+ per rack), SOC 2 Type II compliance, N+1 power with dual generators, and a 90-day build/turn-up cycle. Each site is positioned approximately 12 miles from end users, cutting latency for real-time workloads. To meet the power demands of these edge deployments, Duos formed Duos Energy and partnered with Fortress/APR Energy to deliver behind-the-meter mobile gas turbines. This approach allows compute to go live in 90 days without waiting years for utility interconnection upgrades. The goal is straightforward: move power and compute close to demand, with rapid deployment. Duos’ modular pods are designed for exurban and rural locations as localized compute hubs for carriers, schools, healthcare systems, and municipal users. The rugged design pairs high-density racks with the short deployment cycle and proximity targeting, enabling a wide range of applications. With Dumas ISD now live, Duos has five sites in Texas, including Amarillo/Region 16, Victoria/Region 3, Dumas ISD, and multiple Corpus Christi locations. Mobile Power vs. Modular Compute While Duos doesn’t consistently describe its data center units as “mobile,” they are modular and containerized, engineered for rapid, site-agnostic deployment. The “mobile” label more explicitly applies to Duos’ power strategy—a turbine fleet that can be fielded or re-fielded to match demand. From an operator’s perspective, the combined proposition functions like a mobile platform: pre-integrated compute pods

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Report: AMD could be Intel’s next foundry customer

[ Related: More Intel news and insights ] AMD has lagged behind Nvidia in the AI business but has done well in the federal supercomputing business, holding numerous top spots with supercomputers like El Capitan and Frontier. Manufacturing its chips in the United States would be a good way to get the Trump administration off its back given its push for domestic manufacturing of semiconductors. The Trump administration is pushing for 50% of chips sold in America to be manufactured domestically, and tariffs on chips that are not. It also faces outbound restrictions. Earlier this year, AMD faced export restrictions GPUs meant for China as part of U.S. export controls against China’s AI business. “I believe this is a smart move by AMD to secure capacity in the local market without fighting against Nvidia and Apple and their deeper pockets for the limited capacity at TSMC,” said Alvi Nguyen, senior analyst with Forrester Research.” With the US investment in Intel, followed by Nvidia, this is can be seen as diversifying their supply chain and providing cheaper, locally sourced parts.” For Intel, this will continue a streak of good news it has enjoyed recently. “Having customers take up capacity at their foundries will go a long way in legitimizing their semiconductor processes and hopefully create the snowball effect of getting even more US-based customers,” said Nguyen. In recent weeks, Intel has partnered with Nvidia to jointly make PC and data center chips. Nvidia also took a $5B stake in Intel. Earlier the Trump administration made a $11.1B, or 10%, stake in Intel.

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AI Infra Summit 2025 Insights: AI Factories at the Core of the Fifth Industrial Revolution

NVIDIA’s AI Factory: Engineering the Future of Compute NVIDIA’s keynote illuminated the invisible but indispensable heart of the AI revolution—the AI factory. This factory blends hardware and software innovation to achieve performance breakthroughs that transcend traditional limits. Technologies such as disaggregated rack-scale GPUs and the novel 4-bit floating point numerical representation move beyond incremental improvements; they redefine what is achievable in energy efficiency and cost-effectiveness. The software ecosystem NVIDIA fosters, including open-source frameworks like Dynamo, enables unprecedented flexibility in managing inference workloads across thousands of GPUs. This adaptability is crucial given the diverse, dynamic demands of modern AI, where workloads can fluctuate dramatically in scale and complexity. The continuous leap in benchmark performance, often quadrupling hardware capabilities through software alone, continues to reinforce their accelerated innovation cycle. NVIDIA’s framing of AI factories as both technology platforms and business enablers highlights an important shift. The value computed is not merely in processing raw data but in generating economic streams through optimizing speed, reducing costs, and creating new AI services. This paradigm is central to understanding how the new industrial revolution will operate through highly efficient AI factories uniting production and innovation. AWS and the Cloud’s Role in Democratizing AI Power Amazon Web Services (AWS) represents a key pillar in making AI capabilities accessible across the innovation spectrum. AWS’ focus on security and fault tolerance reflects maturity in cloud design, ensuring trust and resilience are priorities alongside raw compute power. The evolution towards AI agents capable of specification-driven operations signifies a move beyond traditional computing paradigms towards contextual, autonomous AI services embedded deeply in workflows. Their launch of EC2 P6-B200 instances with next-generation Blackwell GPUs and specialized Trainium chips represents a continual drive to optimize AI training and inference at scale and out-of-box improvements in performance of 85% reduction in training time;

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

Each month Data Center Frontier, in partnership with Pkaza, posts some of the hottest data center career opportunities in the market. Here’s a look at some of the latest data center jobs posted on the Data Center Frontier jobs board, powered by Pkaza Critical Facilities Recruiting. Looking for Data Center Candidates? Check out Pkaza’s Active Candidate / Featured Candidate Hotlist Business Development Manager – Mechanical Data Center Solutions Remote / traveler This position can be located anywhere in the U.S. as long as candidate can travel and will need to be located near a major airport in the U.S. Key for this role is data center mechanical experience selling engineered products and solutions with a rolodex of either colo or hyperscale contacts.  This opportunity is working directly with a successful global OEM looking to expand market share in the critical facilities industry. They help data centers reduce energy and operating costs by providing mechanical solutions that modernize their infrastructure. By ensuring high-reliability mission-critical facilities for some of the world’s largest hyperscale, colocation, and enterprise customers, this company offers a career-growth-minded opportunity with exciting projects, cutting-edge technology, competitive salaries, and benefits. Engineering Design Director – Data CenterDenver, CO / Dallas, TX / Remote This position is a remote position in the Midwest supporting HPC / AI colo design projects being built in TX. Previous A/E experience with data center hyperscale design a must! We are seeking an experienced director of data center engineering design who will lead the development and oversight of critical power and mechanical infrastructure design for new data center builds and existing data center facilities. The ideal candidate will bring strong technical acumen, leadership skills, and extensive experience in mission-critical environments. You will oversee all aspects of engineering design, guide project teams, interface with stakeholders, and ensure best practices are upheld in quality,

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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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