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Can we repair the internet?

From addictive algorithms to exploitative apps, data mining to misinformation, the internet today can be a hazardous place. Books by three influential figures—the intellect behind “net neutrality,” a former Meta executive, and the web’s own inventor—propose radical approaches to fixing it. But are these luminaries the right people for the job? Though each shows conviction, and even sometimes inventiveness, the solutions they present reveal blind spots. The Age of Extraction: How Tech Platforms Conquered the Economy and Threaten Our Future ProsperityTim WuKNOPF, 2025 In The Age of Extraction: How Tech Platforms Conquered the Economy and Threaten Our Future Prosperity, Tim Wu argues that a few platform companies have too much concentrated power and must be dismantled. Wu, a prominent Columbia professor who popularized the principle that a free internet requires all online traffic to be treated equally, believes that existing legal mechanisms, especially anti-monopoly laws, offer the best way to achieve this goal. Pairing economic theory with recent digital history, Wu shows how platforms have shifted from giving to users to extracting from them. He argues that our failure to understand their power has only encouraged them to grow, displacing competitors along the way. And he contends that convenience is what platforms most often exploit to keep users entrapped. “The human desire to avoid unnecessary pain and inconvenience,” he writes, may be “the strongest force out there.” He cites Google’s and Apple’s “ecosystems” as examples, showing how users can become dependent on such services as a result of their all-­encompassing seamlessness. To Wu, this isn’t a bad thing in itself. The ease of using Amazon to stream entertainment, make online purchases, or help organize day-to-day life delivers obvious gains. But when powerhouse companies like Amazon, Apple, and Alphabet win the battle of convenience with so many users—and never let competitors get a foothold—the result is “industry dominance” that must now be reexamined. The measures Wu advocates—and that appear the most practical, as they draw on existing legal frameworks and economic policies—are federal anti-monopoly laws, utility caps that limit how much companies can charge consumers for service, and “line of business” restrictions that prohibit companies from operating in certain industries. Columbia University’s Tim Wu shows how platforms have shifted from giving to users to extracting from them. He argues that our failure to understand their power has only encouraged them to grow. Anti-monopoly provisions and antitrust laws are effective weapons in our armory, Wu contends, pointing out that they have been successfully used against technology companies in the past. He cites two well-known cases. The first is the 1960s antitrust case brought by the US government against IBM, which helped create competition in the computer software market that enabled companies like Apple and Microsoft to emerge. The 1982 AT&T case that broke the telephone conglomerate up into several smaller companies is another instance. In each, the public benefited from the decoupling of hardware, software, and other services, leading to more competition and choice in a technology market. But will past performance predict future results? It’s not yet clear whether these laws can be successful in the platform age. The 2025 antitrust case against Google—in which a judge ruled that the company did not have to divest itself of its Chrome browser as the US Justice Department had proposed—reveals the limits of pursuing tech breakups through the law. The 2001 antitrust case brought against Microsoft likewise failed to separate the company from its web browser and mostly kept the conglomerate intact. Wu noticeably doesn’t discuss the Microsoft case when arguing for antitrust action today. Nick Clegg, until recently Meta’s president of global affairs and a former deputy prime minister of the UK, takes a position very different from Wu’s: that trying to break up the biggest tech companies is misguided and would degrade the experience of internet users. In How to Save the Internet: The Threat to Global Connection in the Age of AI and Political Conflict, Clegg acknowledges Big Tech’s monopoly over the web. But he believes punitive legal measures like antitrust laws are unproductive and can be avoided by means of regulation, such as rules for what content social media can and can’t publish. (It’s worth noting that Meta is facing its own antitrust case, involving whether it should have been allowed to acquire Instagram and WhatsApp.) How to Save the Internet: The Threat to Global Connection in the Age of AI and Political ConflictNick CleggBODLEY HEAD, 2025 Clegg also believes Silicon Valley should take the initiative to reform itself. He argues that encouraging social media networks to “open up the books” and share their decision-making power with users is more likely to restore some equilibrium than contemplating legal action as a first resort. But some may be skeptical of a former Meta exec and politician who worked closely with Mark Zuckerberg and still wasn’t able to usher in such changes to social media sites while working for one. What will only compound this skepticism is the selective history found in Clegg’s book, which briefly acknowledges some scandals (like the one surrounding Cambridge Analytica’s data harvesting from Facebook users in 2016) but refuses to discuss other pertinent ones. For example, Clegg laments the “fractured” nature of the global internet today but fails to acknowledge Facebook’s own role in this splintering. Breaking up Big Tech through antitrust laws would hinder innovation, says Clegg, arguing that the idea “completely ignores the benefits users gain from large network effects.” Users stick with these outsize channels because they can find “most of what they’re looking for,” he writes, like friends and content on social media and cheap consumer goods on Amazon and eBay. Wu might concede this point, but he would disagree with Clegg’s claims that maintaining the status quo is beneficial to users. “The traditional logic of antitrust law doesn’t work,” Clegg insists. Instead, he believes less sweeping regulation can help make Big Tech less dangerous while ensuring a better user experience. Clegg has seen both sides of the regulatory coin: He worked in David Cameron’s government passing national laws for technology companies to follow and then moved to Meta to help the company navigate those types of nation-specific obligations. He bemoans the hassle and complexity Silicon Valley faces in trying to comply with differing rules across the globe, some set by “American federal agencies” and others by “Indian nationalists.” But with the resources such companies command, surely they are more than equipped to cope? Given that Meta itself has previously meddled in access to the internet (such as in India, whose telecommunications regulator ultimately blocked its Free Basics internet service for violating net neutrality rules), this complaint seems suspect coming from Clegg. What should be the real priority, he argues, is not any new nation-specific laws but a global “treaty that protects the free flow of data between signatory countries.” What the former Meta executive Nick Clegg advocates—unsurprisingly—is not a breakup of Big Tech but a push for it to become “radically transparent.” Clegg believes that these nation-specific technology obligations—a recent one is Australia’s ban on social media for people under 16—usually reflect fallacies about the technology’s human impact, a subject that can be fraught with anxiety. Such laws have proved ineffective and tend to taint the public’s understanding of social networks, he says. There is some truth to his argument here, but reading a book in which a former Facebook executive dismisses techno-determinism—that is, the argument that technology makes people do or think certain things—may be cold comfort to those who have seen the harm technology can do. In any case, Clegg’s defensiveness about social networks may not gain much favor from users themselves. He stresses the need for more personal responsibility, arguing that Meta doesn’t ever intend for users to stay on Facebook or Instagram endlessly: “How long you spend on the app in a single session is not nearly as important as getting you to come back over and over again.” Social media companies want to serve you content that is “meaningful to you,” he claims, not “simply to give you a momentary dopamine spike.” All this feels disingenuous at best. What Clegg advocates—unsurprisingly—is not a breakup of Big Tech but a push for it to become “radically transparent,” whether on its own or, if necessary, with the help of federal legislators. He also wants platforms to bring users more into their governance processes (by using Facebook’s model of community forums to help improve their apps and products, for example). Finally, Clegg also wants Big Tech to give users more meaningful control of their data and how companies such as Meta can use it. Here Clegg shares common ground with the inventor of the web, Tim Berners-Lee, whose own proposal for reform advances a technically specific vision for doing just that. In his memoir/manifesto This Is for Everyone: The Unfinished Story of the World Wide Web, Berners-Lee acknowledges that his initial vision—of a technology he hoped would remain open-source, collaborative, and completely decentralized—is a far cry from the web that we know today. This Is for Everyone: The Unfinished Story of the World Wide WebTim Berners-LeeFARRAR, STRAUS & GIROUX, 2025 If there’s any surviving manifestation of his original project, he says, it’s Wikipedia, which remains “probably the best single example of what I wanted the web to be.” His best idea for moving power from Silicon Valley platforms into the hands of users is to give them more data control. He pushes for a universal data “pod” he helped develop, known as “Solid” (an abbreviation of “social linked data”). The system—which was originally developed at MIT—would offer a central site where people could manage data ranging from credit card information to health records to social media comment history. “Rather than have all this stuff siloed off with different providers across the web, you’d be able to store your entire digital information trail in a single private repository,” Berners-Lee writes. The Solid product may look like a kind of silver bullet in an age when data harvesting is familiar and data breaches are rampant. Placing greater control with users and enabling them to see “what data [i]s being generated about them” does sound like a tantalizing prospect. But some people may have concerns about, for example, merging their confidential health records with data from personal devices (like heart rate info from a smart watch). No matter how much user control and decentralization Berners-Lee may promise, recent data scandals (such as cases in which period-tracking apps misused clients’ data) may be on people’s minds. Berners-Lee believes that centralizing user data in a product like Solid could save people time and improve daily life on the internet. “An alien coming to Earth would think it was very strange that I had to tell my phone the same things again and again,” he complains about the experience of using different airline apps today. With Solid, everything from vaccination records to credit card transactions could be kept within the digital vault and plugged into different apps. Berners-Lee believes that AI could also help people make more use of this data—for example, by linking meal plans to grocery bills. Still, if he’s optimistic on how AI and Solid could coordinate to improve users’ lives, he is vague on how to make sure that chatbots manage such personal data sensitively and safely. Berners-Lee generally opposes regulation of the web (except in the case of teenagers and social media algorithms, where he sees a genuine need). He believes in internet users’ individual right to control their own data; he is confident that a product like Solid could “course-correct” the web from its current “exploitative” and extractive direction. Of the three writers’ approaches to reform, it is Wu’s that has shown some effectiveness of late. Companies like Google have been forced to give competitors some advantage through data sharing, and they have now seen limits on how their systems can be used in new products and technologies. But in the current US political climate, will antitrust laws continue to be enforced against Big Tech? Clegg may get his way on one issue: limiting new nation-specific laws. President Donald Trump has confirmed that he will use tariffs to penalize countries that ratify their own national laws targeting US tech companies. And given the posture of the Trump administration, it doesn’t seem likely that Big Tech will see more regulation in the US. Indeed, social networks have seemed emboldened (Meta, for example, removed fact-checkers and relaxed content moderation rules after Trump’s election win). In any case, the US hasn’t passed a major piece of federal internet legislation since 1996. If using anti-monopoly laws through the courts isn’t possible, Clegg’s push for a US-led omnibus deal—setting consensual rules for data and acceptable standards of human rights—may be the only way to make some more immediate improvements. In the end, there is not likely to be any single fix for what ails the internet today. But the ideas the three writers agree on—greater user control, more data privacy, and increased accountability from Silicon Valley—are surely the outcomes we should all fight for. Nathan Smith is a writer whose work has appeared in the Washington Post, the Economist, and the Los Angeles Times.

From addictive algorithms to exploitative apps, data mining to misinformation, the internet today can be a hazardous place. Books by three influential figures—the intellect behind “net neutrality,” a former Meta executive, and the web’s own inventor—propose radical approaches to fixing it. But are these luminaries the right people for the job? Though each shows conviction, and even sometimes inventiveness, the solutions they present reveal blind spots.

book cover
The Age of Extraction: How Tech Platforms Conquered the Economy and Threaten Our Future Prosperity
Tim Wu
KNOPF, 2025

In The Age of Extraction: How Tech Platforms Conquered the Economy and Threaten Our Future Prosperity, Tim Wu argues that a few platform companies have too much concentrated power and must be dismantled. Wu, a prominent Columbia professor who popularized the principle that a free internet requires all online traffic to be treated equally, believes that existing legal mechanisms, especially anti-monopoly laws, offer the best way to achieve this goal.

Pairing economic theory with recent digital history, Wu shows how platforms have shifted from giving to users to extracting from them. He argues that our failure to understand their power has only encouraged them to grow, displacing competitors along the way. And he contends that convenience is what platforms most often exploit to keep users entrapped. “The human desire to avoid unnecessary pain and inconvenience,” he writes, may be “the strongest force out there.”

He cites Google’s and Apple’s “ecosystems” as examples, showing how users can become dependent on such services as a result of their all-­encompassing seamlessness. To Wu, this isn’t a bad thing in itself. The ease of using Amazon to stream entertainment, make online purchases, or help organize day-to-day life delivers obvious gains. But when powerhouse companies like Amazon, Apple, and Alphabet win the battle of convenience with so many users—and never let competitors get a foothold—the result is “industry dominance” that must now be reexamined.

The measures Wu advocates—and that appear the most practical, as they draw on existing legal frameworks and economic policies—are federal anti-monopoly laws, utility caps that limit how much companies can charge consumers for service, and “line of business” restrictions that prohibit companies from operating in certain industries.

Columbia University’s Tim Wu shows how platforms have shifted from giving to users to extracting from them. He argues that our failure to understand their power has only encouraged them to grow.

Anti-monopoly provisions and antitrust laws are effective weapons in our armory, Wu contends, pointing out that they have been successfully used against technology companies in the past. He cites two well-known cases. The first is the 1960s antitrust case brought by the US government against IBM, which helped create competition in the computer software market that enabled companies like Apple and Microsoft to emerge. The 1982 AT&T case that broke the telephone conglomerate up into several smaller companies is another instance. In each, the public benefited from the decoupling of hardware, software, and other services, leading to more competition and choice in a technology market.

But will past performance predict future results? It’s not yet clear whether these laws can be successful in the platform age. The 2025 antitrust case against Google—in which a judge ruled that the company did not have to divest itself of its Chrome browser as the US Justice Department had proposed—reveals the limits of pursuing tech breakups through the law. The 2001 antitrust case brought against Microsoft likewise failed to separate the company from its web browser and mostly kept the conglomerate intact. Wu noticeably doesn’t discuss the Microsoft case when arguing for antitrust action today.

Nick Clegg, until recently Meta’s president of global affairs and a former deputy prime minister of the UK, takes a position very different from Wu’s: that trying to break up the biggest tech companies is misguided and would degrade the experience of internet users. In How to Save the Internet: The Threat to Global Connection in the Age of AI and Political Conflict, Clegg acknowledges Big Tech’s monopoly over the web. But he believes punitive legal measures like antitrust laws are unproductive and can be avoided by means of regulation, such as rules for what content social media can and can’t publish. (It’s worth noting that Meta is facing its own antitrust case, involving whether it should have been allowed to acquire Instagram and WhatsApp.)

book cover
How to Save the Internet: The Threat to Global Connection in the Age of AI and Political Conflict
Nick Clegg
BODLEY HEAD, 2025

Clegg also believes Silicon Valley should take the initiative to reform itself. He argues that encouraging social media networks to “open up the books” and share their decision-making power with users is more likely to restore some equilibrium than contemplating legal action as a first resort.

But some may be skeptical of a former Meta exec and politician who worked closely with Mark Zuckerberg and still wasn’t able to usher in such changes to social media sites while working for one. What will only compound this skepticism is the selective history found in Clegg’s book, which briefly acknowledges some scandals (like the one surrounding Cambridge Analytica’s data harvesting from Facebook users in 2016) but refuses to discuss other pertinent ones. For example, Clegg laments the “fractured” nature of the global internet today but fails to acknowledge Facebook’s own role in this splintering.

Breaking up Big Tech through antitrust laws would hinder innovation, says Clegg, arguing that the idea “completely ignores the benefits users gain from large network effects.” Users stick with these outsize channels because they can find “most of what they’re looking for,” he writes, like friends and content on social media and cheap consumer goods on Amazon and eBay.

Wu might concede this point, but he would disagree with Clegg’s claims that maintaining the status quo is beneficial to users. “The traditional logic of antitrust law doesn’t work,” Clegg insists. Instead, he believes less sweeping regulation can help make Big Tech less dangerous while ensuring a better user experience.

Clegg has seen both sides of the regulatory coin: He worked in David Cameron’s government passing national laws for technology companies to follow and then moved to Meta to help the company navigate those types of nation-specific obligations. He bemoans the hassle and complexity Silicon Valley faces in trying to comply with differing rules across the globe, some set by “American federal agencies” and others by “Indian nationalists.”

But with the resources such companies command, surely they are more than equipped to cope? Given that Meta itself has previously meddled in access to the internet (such as in India, whose telecommunications regulator ultimately blocked its Free Basics internet service for violating net neutrality rules), this complaint seems suspect coming from Clegg. What should be the real priority, he argues, is not any new nation-specific laws but a global “treaty that protects the free flow of data between signatory countries.”

What the former Meta executive Nick Clegg advocates—unsurprisingly—is not a breakup of Big Tech but a push for it to become “radically transparent.”

Clegg believes that these nation-specific technology obligations—a recent one is Australia’s ban on social media for people under 16—usually reflect fallacies about the technology’s human impact, a subject that can be fraught with anxiety. Such laws have proved ineffective and tend to taint the public’s understanding of social networks, he says. There is some truth to his argument here, but reading a book in which a former Facebook executive dismisses techno-determinism—that is, the argument that technology makes people do or think certain things—may be cold comfort to those who have seen the harm technology can do.

In any case, Clegg’s defensiveness about social networks may not gain much favor from users themselves. He stresses the need for more personal responsibility, arguing that Meta doesn’t ever intend for users to stay on Facebook or Instagram endlessly: “How long you spend on the app in a single session is not nearly as important as getting you to come back over and over again.” Social media companies want to serve you content that is “meaningful to you,” he claims, not “simply to give you a momentary dopamine spike.” All this feels disingenuous at best.

What Clegg advocates—unsurprisingly—is not a breakup of Big Tech but a push for it to become “radically transparent,” whether on its own or, if necessary, with the help of federal legislators. He also wants platforms to bring users more into their governance processes (by using Facebook’s model of community forums to help improve their apps and products, for example). Finally, Clegg also wants Big Tech to give users more meaningful control of their data and how companies such as Meta can use it.

Here Clegg shares common ground with the inventor of the web, Tim Berners-Lee, whose own proposal for reform advances a technically specific vision for doing just that. In his memoir/manifesto This Is for Everyone: The Unfinished Story of the World Wide Web, Berners-Lee acknowledges that his initial vision—of a technology he hoped would remain open-source, collaborative, and completely decentralized—is a far cry from the web that we know today.

book cover
This Is for Everyone: The Unfinished Story of the World Wide Web
Tim Berners-Lee
FARRAR, STRAUS & GIROUX, 2025

If there’s any surviving manifestation of his original project, he says, it’s Wikipedia, which remains “probably the best single example of what I wanted the web to be.” His best idea for moving power from Silicon Valley platforms into the hands of users is to give them more data control. He pushes for a universal data “pod” he helped develop, known as “Solid” (an abbreviation of “social linked data”).

The system—which was originally developed at MIT—would offer a central site where people could manage data ranging from credit card information to health records to social media comment history. “Rather than have all this stuff siloed off with different providers across the web, you’d be able to store your entire digital information trail in a single private repository,” Berners-Lee writes.

The Solid product may look like a kind of silver bullet in an age when data harvesting is familiar and data breaches are rampant. Placing greater control with users and enabling them to see “what data [i]s being generated about them” does sound like a tantalizing prospect.

But some people may have concerns about, for example, merging their confidential health records with data from personal devices (like heart rate info from a smart watch). No matter how much user control and decentralization Berners-Lee may promise, recent data scandals (such as cases in which period-tracking apps misused clients’ data) may be on people’s minds.

Berners-Lee believes that centralizing user data in a product like Solid could save people time and improve daily life on the internet. “An alien coming to Earth would think it was very strange that I had to tell my phone the same things again and again,” he complains about the experience of using different airline apps today.

With Solid, everything from vaccination records to credit card transactions could be kept within the digital vault and plugged into different apps. Berners-Lee believes that AI could also help people make more use of this data—for example, by linking meal plans to grocery bills. Still, if he’s optimistic on how AI and Solid could coordinate to improve users’ lives, he is vague on how to make sure that chatbots manage such personal data sensitively and safely.

Berners-Lee generally opposes regulation of the web (except in the case of teenagers and social media algorithms, where he sees a genuine need). He believes in internet users’ individual right to control their own data; he is confident that a product like Solid could “course-correct” the web from its current “exploitative” and extractive direction.

Of the three writers’ approaches to reform, it is Wu’s that has shown some effectiveness of late. Companies like Google have been forced to give competitors some advantage through data sharing, and they have now seen limits on how their systems can be used in new products and technologies. But in the current US political climate, will antitrust laws continue to be enforced against Big Tech?

Clegg may get his way on one issue: limiting new nation-specific laws. President Donald Trump has confirmed that he will use tariffs to penalize countries that ratify their own national laws targeting US tech companies. And given the posture of the Trump administration, it doesn’t seem likely that Big Tech will see more regulation in the US. Indeed, social networks have seemed emboldened (Meta, for example, removed fact-checkers and relaxed content moderation rules after Trump’s election win). In any case, the US hasn’t passed a major piece of federal internet legislation since 1996.

If using anti-monopoly laws through the courts isn’t possible, Clegg’s push for a US-led omnibus deal—setting consensual rules for data and acceptable standards of human rights—may be the only way to make some more immediate improvements.

In the end, there is not likely to be any single fix for what ails the internet today. But the ideas the three writers agree on—greater user control, more data privacy, and increased accountability from Silicon Valley—are surely the outcomes we should all fight for.

Nathan Smith is a writer whose work has appeared in the Washington Post, the Economist, and the Los Angeles Times.

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Ukraine Drones Hit Russian Black Sea Oil Terminal

(Update) November 14, 2025, 9:45 AM GMT+1: Article updated with additional details. Ukrainian drones attacked Russia’s giant Black Sea port of Novorossiysk overnight, prompting a state of emergency, as Moscow launched a massive air strike on Kyiv that killed four and damaged several residential buildings. Falling drone debris caused a fire at the Russian depot located at Transneft PJSC’s Sheskharis oil terminal, the regional emergency service said on Telegram early Friday. The blaze was put out after more than 50 units of firefighting equipment were deployed at the site, authorities said, but provided no details on the damage. Novorossiysk Mayor Andrey Kravchenko announced the state of emergency on Telegram. Transneft didn’t immediately respond to a request for comment on the situation at the facility. Global benchmark Brent spiked as much as 3 percent in a rapid move toward $65 a barrel, before paring gains. A container terminal located in the port of Novorossiysk was damaged by falling debris, but continued to operate normally, Delo Group, which runs that facility, said in a statement on Telegram. Russia’s largest grain terminal, also operated by Delo Group, was impacted by drone debris, but continues to function, the Interfax news service reported, citing the terminal’s chief executive officer. Drones hit an unidentified civilian ship in the port of Novorossiysk as well, regional emergency services said, without specifying the type of the vessel. The city’s mayor reported damage to at least three residential buildings in separate statements on Telegram.  In Ukraine, four people were killed after Russia launched about 430 drones and 18 missiles – including ballistic ones – in the strike, President Volodymyr Zelenskiy said on the X platform Friday. Dozens of apartment buildings were damaged in the capital Kyiv, he said. At least 26 people were injured, including two children, and several residential buildings were damaged,

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Arista, Palo Alto bolster AI data center security

“Based on this inspection, the NGFW creates a comprehensive, application-aware security policy. It then instructs the Arista fabric to enforce that policy at wire speed for all subsequent, similar flows,” Kotamraju wrote. “This ‘inspect-once, enforce-many’ model delivers granular zero trust security without the performance bottlenecks of hairpinning all traffic through a firewall or forcing a costly, disruptive network redesign.” The second capability is a dynamic quarantine feature that enables the Palo Alto NGFWs to identify evasive threats using Cloud-Delivered Security Services (CDSS). “These services, such as Advanced WildFire for zero-day malware and Advanced Threat Prevention for unknown exploits, leverage global threat intelligence to detect and block attacks that traditional security misses,” Kotamraju wrote. The Arista fabric can intelligently offload trusted, high-bandwidth “elephant flows” from the firewall after inspection, freeing it to focus on high-risk traffic. When a threat is detected, the NGFW signals Arista CloudVision, which programs the network switches to automatically quarantine the compromised workload at hardware line-rate, according to Kotamraju: “This immediate response halts the lateral spread of a threat without creating a performance bottleneck or requiring manual intervention.” The third feature is unified policy orchestration, where Palo Alto Networks’ management plane centralizes zone-based and microperimeter policies, and CloudVision MSS responds with the offload and enforcement of Arista switches. “This treats the entire geo-distributed network as a single logical switch, allowing workloads to be migrated freely across cloud networks and security domains,” Srikanta and Barbieri wrote. Lastly, the Arista Validated Design (AVD) data models enable network-as-a-code, integrating with CI/CD pipelines. AVDs can also be generated by Arista’s AVA (Autonomous Virtual Assist) AI agents that incorporate best practices, testing, guardrails, and generated configurations. “Our integration directly resolves this conflict by creating a clean architectural separation that decouples the network fabric from security policy. This allows the NetOps team (managing the Arista

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AMD outlines ambitious plan for AI-driven data centers

“There are very beefy workloads that you must have that performance for to run the enterprise,” he said. “The Fortune 500 mainstream enterprise customers are now … adopting Epyc faster than anyone. We’ve seen a 3x adoption this year. And what that does is drives back to the on-prem enterprise adoption, so that the hybrid multi-cloud is end-to-end on Epyc.” One of the key focus areas for AMD’s Epyc strategy has been our ecosystem build out. It has almost 180 platforms, from racks to blades to towers to edge devices, and 3,000 solutions in the market on top of those platforms. One of the areas where AMD pushes into the enterprise is what it calls industry or vertical workloads. “These are the workloads that drive the end business. So in semiconductors, that’s telco, it’s the network, and the goal there is to accelerate those workloads and either driving more throughput or drive faster time to market or faster time to results. And we almost double our competition in terms of faster time to results,” said McNamara. And it’s paying off. McNamara noted that over 60% of the Fortune 100 are using AMD, and that’s growing quarterly. “We track that very, very closely,” he said. The other question is are they getting new customer acquisitions, customers with Epyc for the first time? “We’ve doubled that year on year.” AMD didn’t just brag, it laid out a road map for the next two years, and 2026 is going to be a very busy year. That will be the year that new CPUs, both client and server, built on the Zen 6 architecture begin to appear. On the server side, that means the Venice generation of Epyc server processors. Zen 6 processors will be built on 2 nanometer design generated by (you guessed

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Building the Regional Edge: DartPoints CEO Scott Willis on High-Density AI Workloads in Non-Tier-One Markets

When DartPoints CEO Scott Willis took the stage on “the Distributed Edge” panel at the 2025 Data Center Frontier Trends Summit, his message resonated across a room full of developers, operators, and hyperscale strategists: the future of AI infrastructure will be built far beyond the nation’s tier-one metros. On the latest episode of the Data Center Frontier Show, Willis expands on that thesis, mapping out how DartPoints has positioned itself for a moment when digital infrastructure inevitably becomes more distributed, and why that moment has now arrived. DartPoints’ strategy centers on what Willis calls the “regional edge”—markets in the Midwest, Southeast, and South Central regions that sit outside traditional cloud hubs but are increasingly essential to the evolving AI economy. These are not tower-edge micro-nodes, nor hyperscale mega-campuses. Instead, they are regional data centers designed to serve enterprises with colocation, cloud, hybrid cloud, multi-tenant cloud, DRaaS, and backup workloads, while increasingly accommodating the AI-driven use cases shaping the next phase of digital infrastructure. As inference expands and latency-sensitive applications proliferate, Willis sees the industry’s momentum bending toward the very markets DartPoints has spent years cultivating. Interconnection as Foundation for Regional AI Growth A key part of the company’s differentiation is its interconnection strategy. Every DartPoints facility is built to operate as a deeply interconnected environment, drawing in all available carriers within a market and stitching sites together through a regional fiber fabric. Willis describes fiber as the “nervous system” of the modern data center, and for DartPoints that means creating an interconnection model robust enough to support a mix of enterprise cloud, multi-site disaster recovery, and emerging AI inference workloads. The company is already hosting latency-sensitive deployments in select facilities—particularly inference AI and specialized healthcare applications—and Willis expects such deployments to expand significantly as regional AI architectures become more widely

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Key takeaways from Cisco Partner Summit

Brian Ortbals, senior vice president from World Wide Technology, which is one of Cisco’s biggest and most important partners stated: “Cisco engaged partners early in the process and took our feedback along the way. We believe now is the right time for these changes as it will enable us to capitalize on the changes in the market.” The reality is, the more successful its more-than-half-a-million partners are, the more successful Cisco will be. Platform approach is coming together When Jeetu Patel took the reigns as chief product officer, one of his goals was to make the Cisco portfolio a “force multiple.” Patel has stated repeatedly that, historically, Cisco acted more as a technology holding company with good products in networking, security, collaboration, data center and other areas. In this case, product breadth was not an advantage, as everything must be sold as “best of breed,” which is a tough ask of the salesforce and partner community. Since then, there have been many examples of the coming together of the portfolio to create products that leverage the breadth of the platform. The latest is the Unified Edge appliance, an all-in-one solution that brings together compute, networking, storage and security. Cisco has been aggressive with AI products in the data center, and Cisco Unified Edge compliments that work with a device designed to bring AI to edge locations. This is ideally suited for retail, manufacturing, healthcare, factories and other industries where it’s more cost effecting and performative to run AI where the data lives.

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AI networking demand fueled Cisco’s upbeat Q1 financials

Customers are very focused on modernizing their network infrastructure in the enterprise in preparation for inferencing and AI workloads, Robbins said. “These things are always multi-year efforts,” and this is only the beginning, Robbins said. The AI opportunity “As we look at the AI opportunity, we see customer use cases growing across training, inferencing, and connectivity, with secure networking increasingly critical as workloads move from the data center to end users, devices, and agents at the edge,” Robbins said. “Agents are transforming network traffic from predictable bursts to persistent high-intensity loads, with agentic AI queries generating up to 25 times more network traffic than chatbots.” “Instead of pulling data to and from the data center, AI workloads require models and infrastructure to be closer to where data is created and decisions are made, particularly in industries such as retail, healthcare, and manufacturing.” Robbins pointed to last week’s introduction of Cisco Unified Edge, a converged platform that integrates networking, compute and storage to help enterprise customers more efficiently handle data from AI and other workloads at the edge. “Unified Edge enables real-time inferencing for agentic and physical AI workloads, so enterprises can confidently deploy and manage AI at scale,” Robbins said. On the hyperscaler front, “we see a lot of solid pipeline throughout the rest of the year. The use cases, we see it expanding,” Robbins said. “Obviously, we’ve been selling networking infrastructure under the training models. We’ve been selling scale-out. We launched the P200-based router that will begin to address some of the scale-across opportunities.” Cisco has also seen great success with its pluggable optics, Robbins said. “All of the hyperscalers now are officially customers of our pluggable optics, so we feel like that’s a great opportunity. They not only plug into our products, but they can be used with other companies’

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When the Cloud Leaves Earth: Google and NVIDIA Test Space Data Centers for the Orbital AI Era

On November 4, 2025, Google unveiled Project Suncatcher, a moonshot research initiative exploring the feasibility of AI data centers in space. The concept envisions constellations of solar-powered satellites in Low Earth Orbit (LEO), each equipped with Tensor Processing Units (TPUs) and interconnected via free-space optical laser links. Google’s stated objective is to launch prototype satellites by early 2027 to test the idea and evaluate scaling paths if the technology proves viable. Rather than a commitment to move production AI workloads off-planet, Suncatcher represents a time-bound research program designed to validate whether solar-powered, laser-linked LEO constellations can augment terrestrial AI factories, particularly for power-intensive, latency-tolerant tasks. The 2025–2027 window effectively serves as a go/no-go phase to assess key technical hurdles including thermal management, radiation resilience, launch economics, and optical-link reliability. If these milestones are met, Suncatcher could signal the emergence of a new cloud tier: one that scales AI with solar energy rather than substations. Inside Google’s Suncatcher Vision Google has released a detailed technical paper titled “Towards a Future Space-Based, Highly Scalable AI Infrastructure Design.” The accompanying Google Research blog describes Project Suncatcher as “a moonshot exploring a new frontier” – an early-stage effort to test whether AI compute clusters in orbit can become a viable complement to terrestrial data centers. The paper outlines several foundational design concepts: Orbit and Power Project Suncatcher targets Low Earth Orbit (LEO), where solar irradiance is significantly higher and can remain continuous in specific orbital paths. Google emphasizes that space-based solar generation will serve as the primary power source for the TPU-equipped satellites. Compute and Interconnect Each satellite would host Tensor Processing Unit (TPU) accelerators, forming a constellation connected through free-space optical inter-satellite links (ISLs). Together, these would function as a disaggregated orbital AI cluster, capable of executing large-scale batch and training workloads. Downlink

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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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