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How Trump’s policies are affecting early-career scientists—in their own words

Every year MIT Technology Review celebrates accomplished young scientists, entrepreneurs, and inventors from around the world in our Innovators Under 35 list. We’ve just published the 2025 edition. This year, though, the context is pointedly different: The US scientific community finds itself in an unprecedented position, with the very foundation of its work under attack.  Since Donald Trump took office in January, his administration has fired top government scientists, targeted universities individually and academia more broadly, and made substantial funding cuts to the country’s science and technology infrastructure. It has also upended longstanding rights and norms related to free speech, civil rights, and immigration—all of which further affects the overall environment for research and innovation in science and technology.  We wanted to understand how these changes are affecting the careers and work of our most recent classes of innovators. The US government is the largest source of research funding at US colleges and universities, and many of our honorees are new professors and current or recent graduate or PhD students, while others work with government-funded entities in other ways. Meanwhile, about 16% of those in US graduate programs are international students.  We sent surveys to the six most recent cohorts, which include 210 people. We asked people about both positive and negative impacts of the administration’s new policies and invited them to tell us more in an optional interview. Thirty-seven completed our survey, and we spoke with 14 of them in follow-up calls. Most respondents are academic researchers (about two-thirds) and are based in the US (81%); 11 work in the private sector (six of whom are entrepreneurs). Their responses provide a glimpse into the complexities of building their labs, companies, and careers in today’s political climate.  Twenty-six people told us that their work has been affected by the Trump administration’s changes; only one of them described those effects as “mostly positive.” The other 25 reported primarily negative effects. While a few agreed to be named in this story, most asked to be identified only by their job titles and general areas of work, or wished to remain anonymous, for fear of retaliation. “I would not want to flag the ire of the US government,” one interviewee told us.  Across interviews and surveys, certain themes appeared repeatedly: the loss of jobs, funding, or opportunities; restrictions on speech and research topics; and limits on who can carry out that research. These shifts have left many respondents deeply concerned about the “long-term implications in IP generation, new scientists, and spinout companies in the US,” as one respondent put it.  One of the things we heard most consistently is that the uncertainty of the current moment is pushing people to take a more risk-averse approach to their scientific work—either by selecting projects that require fewer resources or that seem more in line with the administration’s priorities, or by erring on the side of hiring fewer people. “We’re not thinking so much about building and enabling … we’re thinking about surviving,” said one respondent.  Ultimately, many are worried that all the lost opportunities will result in less innovation overall—and caution that it will take time to grasp the full impact.  “We’re not going to feel it right now, but in like two to three years from now, you will feel it,” said one entrepreneur with a PhD who started his company directly from his area of study. “There are just going to be fewer people that should have been inventing things.” The money: “Folks are definitely feeling the pressure” The most immediate impact has been financial. Already, the Trump administration has pulled back support for many areas of science—ending more than a thousand awards by the National Institutes of Health and over 100 grants for climate-related projects by the National Science Foundation. The rate of new awards granted by both agencies has slowed, and the NSF has cut the number of graduate fellowships it’s funding by half for this school year.  The administration has also cut or threatened to cut funding from a growing number of universities, including Harvard, Columbia, Brown, and UCLA, for supposedly not doing enough to combat antisemitism. As a result, our honorees said that finding funding to support their work has gotten much harder—and it was already a big challenge before.  A biochemist at a public university told us she’d lost a major NIH grant. Since it was terminated earlier this year, she’s been spending less time in the lab and more on fundraising.  Others described uncertainty about the status of grants from a wide range of agencies, including NSF, the Advanced Research Projects Agency for Health, the Department of Energy, and the Centers for Disease Control and Prevention, which collectively could pay out more than $44 million to the researchers we’ve recognized. Several had waited months for news on an application’s status or updates on when funds they had already won would be disbursed. One AI researcher who studies climate-related issues is concerned that her multiyear grant may not be renewed, even though renewal would have been “fairly standard” in the past. Two individuals lamented the cancellation of 24 awards in May by the DOE’s Office of Clean Energy Demonstrations, including grants for carbon capture projects and a clean cement plant. One said the decision had “severely disrupted the funding environment for climate-tech startups” by creating “widespread uncertainty,” “undermining investor confidence,” and “complicating strategic planning.”  Climate research and technologies have been a favorite target of the Trump administration: The recently passed tax and spending bill put stricter timelines in place that make it harder for wind and solar installations to qualify for tax credits via the Inflation Reduction Act. Already, at least 35 major commercial climate-tech projects have been canceled or downsized this year.  In response to a detailed list of questions, a DOE spokesperson said, “Secretary [Chris] Wright and President Trump have made it clear that unleashing American scientific innovation is a top priority.” They pointed to “robust investments in science” in the president’s proposed budget and the spending bill and cited special areas of focus “to maintain America’s global competitiveness,” including nuclear fusion, high-performance computing, quantum computing, and AI.  Other respondents cited tighter budgets brought on by a change in how the government calculates indirect costs, which are funds included in research grants to cover equipment, institutional overhead, and in some cases graduate students’ salaries. In February, the NIH instituted a 15% cap on indirect costs—which ran closer to 28% of the research funds the NIH awarded in 2023. The DOE, DOD, and NSF all soon proposed similar caps. This collective action has sparked lawsuits, and indirect costs remain in limbo. (MIT, which owns MIT Technology Review, is involved in several of these lawsuits; MIT Technology Review is editorially independent from the university.)  Looking ahead, an academic at a public university in Texas, where the money granted for indirect costs funds student salaries, said he plans to hire fewer students for his own lab. “It’s very sad that I cannot promise [positions] at this point because of this,” he told us, adding that the cap could also affect the competitiveness of public universities in Texas, since schools elsewhere may fund their student researchers differently.  At the same time, two people with funding through the Defense Department—which could see a surge of investment under the president’s proposed budget—said their projects were moving forward as planned. A biomedical engineer at a public university in the Midwest expressed excitement about what he perceives as a fresh surge of federal interest in industrial and defense applications of synthetic biology. Still, he acknowledged colleagues working on different projects don’t feel as optimistic: “Folks are definitely feeling the pressure.” Many who are affected by cuts or delays are now looking for new funding sources in a bid to become less reliant on the federal government. Eleven people said they are pursuing or plan to pursue philanthropic and foundation funding or to seek out industry support. However, the amount of private funding available can’t begin to make up the difference in federal funds lost, and investors often focus more on low-risk, short-term applications than on open scientific questions.  The NIH responded to a detailed list of questions with a statement pointing to unspecified investments in early-career researchers. “Recent updates to our priorities and processes are designed to broaden scientific opportunity rather than restrict it, ensuring that taxpayer-funded research is rigorous, reproducible, and relevant to all Americans,” it reads. The NSF declined a request for comment from MIT Technology Review.  Further complicating this financial picture are tariffs—some of which are already in effect, and many more of which have been threatened. Nine people who responded to our survey said their work is already being affected by these taxes imposed on goods imported into the US. For some scientists, this has meant higher operating costs for their labs: An AI researcher said tariffs are making computational equipment more expensive, while the Texas academic said the cost of buying microscopes from a German firm had gone up by thousands of dollars since he first budgeted for them. (Neither the White House press office nor the White House Office of Science and Technology Policy responded to requests for comment.)  One cleantech entrepreneur saw a positive impact on his business as more US companies reevaluated their supply chains and sought to incorporate more domestic suppliers. The entrepreneur’s firm, which is based in the US, has seen more interest for its services from potential customers seeking “tariff-proof vendors.”   “Everybody is proactive on tariffs and we’re one of these solutions—we’re made in America,” he said.  Another person, who works for a European firm, is factoring potential tariffs into decisions about where to open new production facilities. Though the Trump administration has said the taxes are meant to reinvigorate US manufacturing, she’s now less inclined to build out a significant presence in the US because, she said, tariffs may drive up the costs of importing raw materials that are required to make the company’s product.  What’s more, financial backers have encouraged her company to stay rooted abroad because of the potential impact of tariffs for US-based facilities: “People who invest worldwide—they are saying it’s reassuring for them right now to consider investing in Europe,” she said. The climate of fear: “It will impact the entire university if there is retaliation”  Innovators working in both academia and the private sector described new concerns about speech and the politicization of science. Many have changed how they describe their work in order to better align with the administration’s priorities—fearing funding cuts, job terminations, immigration action, and other potential retaliation.  This is particularly true for those who work at universities. The Trump administration has reached deals with some institutions, including Columbia and Brown, that would restore part of the funding it slashed—but only after the universities agreed to pay hefty fines and abide by terms that, critics say, hand over an unprecedented level of oversight to administration officials.  Some respondents had received guidance on what they could or couldn’t say from program managers at their funding agencies or their universities or investors; others had not received any official guidance but made personal decisions on what to say and share publicly based on recent news of grant cancellations. Both on and off campus, there is substantial pressure on diversity, equity, and inclusion (DEI) initiatives, which have been hit particularly hard as the administration seeks to eliminate what it called “illegal and immoral discrimination programs” in one of the first executive orders of President Trump’s second term.   One respondent, whose work focuses on fighting child sexual abuse materials, recalled rewriting a grant abstract “3x to remove words banned” by Senator Ted Cruz of Texas, an administration ally; back in February, Cruz identified 3,400 NSF grants as “woke DEI” research advancing “neo-Marxist class warfare propaganda.” (His list includes grants to research self-driving cars and solar eclipses. His office did not respond to a request for comment.)  Many other researchers we spoke with are also taking steps to avoid being put in the DEI bucket. A technologist at a Big Tech firm whose work used to include efforts to provide more opportunities for marginalized communities to get into computing has stopped talking about those recruiting efforts. One biologist described hearing that grant applications for the NIH now have to avoid words like “cell type diversity” for “DEI reasons”—no matter that “cell type diversity” is, she said, a common and “neutral” scientific term in microbiology. (In its statement, the NIH said: “To be clear, no scientific terms are banned, and commonly used terms like ‘cell type diversity’ are fully acceptable in applications and research proposals.”)  Plenty of other research has also gotten caught up in the storm.  One person who works in climate technology said that she now talks about “critical minerals,” “sovereignty,” and “energy independence” or “dominance” rather than “climate” or “industrial decarbonization.” (Trump’s Energy Department has boosted investment in critical minerals, pledging nearly $1 billion to support related projects.) Another individual working in AI said she has been instructed to talk less about “regulation,” “safety,” or “ethics” as they relate to her work. One survey respondent described the language shift as “definitely more red-themed.” Some said that shifts in language won’t change the substance of their work, but others feared they will indeed affect the research itself.  Emma Pierson, an assistant professor of computer science at the University of California, Berkeley, worried that AI companies may kowtow to the administration, which could in turn “influence model development.” While she noted that this fear is speculative, the Trump administration’s AI Action Plan contains language that directs the federal government to purchase large language models that generate “truthful responses” (by the administration’s definition), with a goal of “preventing woke AI in the federal government.”  And one biomedical researcher fears that the administration’s effective ban on DEI will force an end to outreach “favoring any one community” and hurt efforts to improve the representation of women and people of color in clinical trials. The NIH and the Food and Drug Administration had been working for years to address the historic underrepresentation of these groups through approaches including specific funding opportunities to address health disparities; many of these efforts have recently been cut.  Respondents from both academia and the private sector told us they’re aware of the high stakes of speaking out.  “As an academic, we have to be very careful about how we voice our personal opinion because it will impact the entire university if there is retaliation,” one engineering professor told us.  “I don’t want to be a target,” said one cleantech entrepreneur, who worries not only about reprisals from the current administration but also about potential blowback from Democrats if he cooperates with it.  “I’m not a Trumper!” he said. “I’m just trying not to get fined by the EPA.”  The people: “The adversarial attitude against immigrants … is posing a brain drain” Immigrants are crucial to American science, but what one respondent called a broad “persecution of immigrants,” and an increasing climate of racism and xenophobia, are matters of growing concern.  Some people we spoke with feel vulnerable, particularly those who are immigrants themselves. The Trump administration has revoked 6,000 international student visas (causing federal judges to intervene in some cases) and threatened to “aggressively” revoke the visas of Chinese students in particular. In recent months, the Justice Department has prioritized efforts to denaturalize certain citizens, while similar efforts to revoke green cards granted decades ago were shut down by court order. One entrepreneur who holds a green card told us, “I find myself definitely being more cognizant of what I’m saying in public and certainly try to stay away from anything political as a result of what’s going on, not just in science but in the rest of the administration’s policies.”  On top of all this, federal immigration raids and other enforcement actions—authorities have turned away foreign academics upon arrival to the US and detained others with valid academic visas, sometimes because of their support for Palestine—have created a broad climate of fear.   Four respondents said they were worried about their own immigration status, while 16 expressed concerns about their ability to attract or retain talent, including international students. More than a million international students studied in the US last year, with nearly half of those enrolling in graduate programs, according to the Institute of International Education.  “The adversarial attitude against immigrants, especially those from politically sensitive countries, is posing a brain drain,” an AI researcher at a large public university on the West Coast told us.  This attack on immigration in the US can be compounded by state-level restrictions. Texas and Florida both restrict international collaborations with and recruitment of scientists from countries including China, even though researchers told us that international collaborations could help mitigate the impacts of decreased domestic funding. “I cannot collaborate at this point because there’s too many restrictions and Texas also can limit us from visiting some countries,” the Texas academic said. “We cannot share results. We cannot visit other institutions … and we cannot give talks.” All this is leading to more interest in positions outside the United States. One entrepreneur, whose business is multinational, said that their company has received a much higher share of applications from US-based candidates to openings in Europe than it did a year ago, despite the lower salaries offered there.  “It is becoming easier to hire good people in the UK,” confirmed Karen Sarkisyan, a synthetic biologist based in London.  At least one US-based respondent, an academic in climate technology, accepted a tenured position in the United Kingdom. Another said that she was looking for positions in other countries, despite her current job security and “very good” salary. “I can tell more layoffs are coming, and the work I do is massively devalued. I can’t stand to be in a country that treats their scientists and researchers and educated people like this,” she told us.  Some professors reported in our survey and interviews that their current students are less interested in pursuing academic careers because graduate and PhD students are losing offers and opportunities as a result of grant cancellations. So even as the number of international students dwindles, there may also be “shortages in domestic grad students,” one mechanical engineer at a public university said, and “research will fall behind.”   Have more information on this story or a tip for something else that we should report? Using a non-work device, reach the reporter on Signal at eileenguo.15 or [email protected]. In the end, this will affect not just academic research but also private-sector innovation. One biomedical entrepreneur told us that academic collaborators frequently help his company generate lots of ideas: “We hope that some of them will pan out and become very compelling areas for us to invest in.” Particularly for small startups without large research budgets, having fewer academics to work with will mean that “we just invest less, we just have fewer options to innovate,” he said. “The level of risk that industry is willing to take is generally lower than academia, and you can’t really bridge that gap.”  Despite it all, a number of researchers and entrepreneurs who generally expressed frustration about the current political climate said they still consider the US the best place to do science.  Pierson, the AI researcher at Berkeley, described staying committed to her research into social inequities despite the political backlash: “I’m an optimist. I do believe this will pass, and these problems are not going to pass unless we work on them.”  And a biotech entrepreneur pointed out that US-based scientists can still command more resources than those in most other countries. “I think the US still has so much going for it. Like, there isn’t a comparable place to be if you’re trying to be on the forefront of innovation—trying to build a company or find opportunities,” he said. Several academics and founders who came to the US to pursue scientific careers spoke about still being drawn to America’s spirit of invention and the chance to advance on their own merits. “For me, I’ve always been like, the American dream is something real,” said one. They said they’re holding fast to those ideals—for now.

Every year MIT Technology Review celebrates accomplished young scientists, entrepreneurs, and inventors from around the world in our Innovators Under 35 list. We’ve just published the 2025 edition. This year, though, the context is pointedly different: The US scientific community finds itself in an unprecedented position, with the very foundation of its work under attack

Since Donald Trump took office in January, his administration has fired top government scientists, targeted universities individually and academia more broadly, and made substantial funding cuts to the country’s science and technology infrastructure. It has also upended longstanding rights and norms related to free speech, civil rights, and immigration—all of which further affects the overall environment for research and innovation in science and technology. 

We wanted to understand how these changes are affecting the careers and work of our most recent classes of innovators. The US government is the largest source of research funding at US colleges and universities, and many of our honorees are new professors and current or recent graduate or PhD students, while others work with government-funded entities in other ways. Meanwhile, about 16% of those in US graduate programs are international students. 

We sent surveys to the six most recent cohorts, which include 210 people. We asked people about both positive and negative impacts of the administration’s new policies and invited them to tell us more in an optional interview. Thirty-seven completed our survey, and we spoke with 14 of them in follow-up calls. Most respondents are academic researchers (about two-thirds) and are based in the US (81%); 11 work in the private sector (six of whom are entrepreneurs). Their responses provide a glimpse into the complexities of building their labs, companies, and careers in today’s political climate. 

Twenty-six people told us that their work has been affected by the Trump administration’s changes; only one of them described those effects as “mostly positive.” The other 25 reported primarily negative effects. While a few agreed to be named in this story, most asked to be identified only by their job titles and general areas of work, or wished to remain anonymous, for fear of retaliation. “I would not want to flag the ire of the US government,” one interviewee told us. 

Across interviews and surveys, certain themes appeared repeatedly: the loss of jobs, funding, or opportunities; restrictions on speech and research topics; and limits on who can carry out that research. These shifts have left many respondents deeply concerned about the “long-term implications in IP generation, new scientists, and spinout companies in the US,” as one respondent put it. 

One of the things we heard most consistently is that the uncertainty of the current moment is pushing people to take a more risk-averse approach to their scientific work—either by selecting projects that require fewer resources or that seem more in line with the administration’s priorities, or by erring on the side of hiring fewer people. “We’re not thinking so much about building and enabling … we’re thinking about surviving,” said one respondent. 

Ultimately, many are worried that all the lost opportunities will result in less innovation overall—and caution that it will take time to grasp the full impact. 

“We’re not going to feel it right now, but in like two to three years from now, you will feel it,” said one entrepreneur with a PhD who started his company directly from his area of study. “There are just going to be fewer people that should have been inventing things.”

The money: “Folks are definitely feeling the pressure”

The most immediate impact has been financial. Already, the Trump administration has pulled back support for many areas of science—ending more than a thousand awards by the National Institutes of Health and over 100 grants for climate-related projects by the National Science Foundation. The rate of new awards granted by both agencies has slowed, and the NSF has cut the number of graduate fellowships it’s funding by half for this school year. 

The administration has also cut or threatened to cut funding from a growing number of universities, including Harvard, Columbia, Brown, and UCLA, for supposedly not doing enough to combat antisemitism.

As a result, our honorees said that finding funding to support their work has gotten much harder—and it was already a big challenge before. 

A biochemist at a public university told us she’d lost a major NIH grant. Since it was terminated earlier this year, she’s been spending less time in the lab and more on fundraising. 

Others described uncertainty about the status of grants from a wide range of agencies, including NSF, the Advanced Research Projects Agency for Health, the Department of Energy, and the Centers for Disease Control and Prevention, which collectively could pay out more than $44 million to the researchers we’ve recognized. Several had waited months for news on an application’s status or updates on when funds they had already won would be disbursed. One AI researcher who studies climate-related issues is concerned that her multiyear grant may not be renewed, even though renewal would have been “fairly standard” in the past.

Two individuals lamented the cancellation of 24 awards in May by the DOE’s Office of Clean Energy Demonstrations, including grants for carbon capture projects and a clean cement plant. One said the decision had “severely disrupted the funding environment for climate-tech startups” by creating “widespread uncertainty,” “undermining investor confidence,” and “complicating strategic planning.” 

Climate research and technologies have been a favorite target of the Trump administration: The recently passed tax and spending bill put stricter timelines in place that make it harder for wind and solar installations to qualify for tax credits via the Inflation Reduction Act. Already, at least 35 major commercial climate-tech projects have been canceled or downsized this year. 

In response to a detailed list of questions, a DOE spokesperson said, “Secretary [Chris] Wright and President Trump have made it clear that unleashing American scientific innovation is a top priority.” They pointed to “robust investments in science” in the president’s proposed budget and the spending bill and cited special areas of focus “to maintain America’s global competitiveness,” including nuclear fusion, high-performance computing, quantum computing, and AI. 

Other respondents cited tighter budgets brought on by a change in how the government calculates indirect costs, which are funds included in research grants to cover equipment, institutional overhead, and in some cases graduate students’ salaries. In February, the NIH instituted a 15% cap on indirect costs—which ran closer to 28% of the research funds the NIH awarded in 2023. The DOE, DOD, and NSF all soon proposed similar caps. This collective action has sparked lawsuits, and indirect costs remain in limbo. (MIT, which owns MIT Technology Review, is involved in several of these lawsuits; MIT Technology Review is editorially independent from the university.) 

Looking ahead, an academic at a public university in Texas, where the money granted for indirect costs funds student salaries, said he plans to hire fewer students for his own lab. “It’s very sad that I cannot promise [positions] at this point because of this,” he told us, adding that the cap could also affect the competitiveness of public universities in Texas, since schools elsewhere may fund their student researchers differently. 

At the same time, two people with funding through the Defense Department—which could see a surge of investment under the president’s proposed budget—said their projects were moving forward as planned. A biomedical engineer at a public university in the Midwest expressed excitement about what he perceives as a fresh surge of federal interest in industrial and defense applications of synthetic biology. Still, he acknowledged colleagues working on different projects don’t feel as optimistic: “Folks are definitely feeling the pressure.”

Many who are affected by cuts or delays are now looking for new funding sources in a bid to become less reliant on the federal government. Eleven people said they are pursuing or plan to pursue philanthropic and foundation funding or to seek out industry support. However, the amount of private funding available can’t begin to make up the difference in federal funds lost, and investors often focus more on low-risk, short-term applications than on open scientific questions. 

The NIH responded to a detailed list of questions with a statement pointing to unspecified investments in early-career researchers. “Recent updates to our priorities and processes are designed to broaden scientific opportunity rather than restrict it, ensuring that taxpayer-funded research is rigorous, reproducible, and relevant to all Americans,” it reads. The NSF declined a request for comment from MIT Technology Review

Further complicating this financial picture are tariffs—some of which are already in effect, and many more of which have been threatened. Nine people who responded to our survey said their work is already being affected by these taxes imposed on goods imported into the US. For some scientists, this has meant higher operating costs for their labs: An AI researcher said tariffs are making computational equipment more expensive, while the Texas academic said the cost of buying microscopes from a German firm had gone up by thousands of dollars since he first budgeted for them. (Neither the White House press office nor the White House Office of Science and Technology Policy responded to requests for comment.) 

One cleantech entrepreneur saw a positive impact on his business as more US companies reevaluated their supply chains and sought to incorporate more domestic suppliers. The entrepreneur’s firm, which is based in the US, has seen more interest for its services from potential customers seeking “tariff-proof vendors.”  

“Everybody is proactive on tariffs and we’re one of these solutions—we’re made in America,” he said. 

Another person, who works for a European firm, is factoring potential tariffs into decisions about where to open new production facilities. Though the Trump administration has said the taxes are meant to reinvigorate US manufacturing, she’s now less inclined to build out a significant presence in the US because, she said, tariffs may drive up the costs of importing raw materials that are required to make the company’s product. 

What’s more, financial backers have encouraged her company to stay rooted abroad because of the potential impact of tariffs for US-based facilities: “People who invest worldwide—they are saying it’s reassuring for them right now to consider investing in Europe,” she said.

The climate of fear: “It will impact the entire university if there is retaliation” 

Innovators working in both academia and the private sector described new concerns about speech and the politicization of science. Many have changed how they describe their work in order to better align with the administration’s priorities—fearing funding cuts, job terminations, immigration action, and other potential retaliation. 

This is particularly true for those who work at universities. The Trump administration has reached deals with some institutions, including Columbia and Brown, that would restore part of the funding it slashed—but only after the universities agreed to pay hefty fines and abide by terms that, critics say, hand over an unprecedented level of oversight to administration officials. 

Some respondents had received guidance on what they could or couldn’t say from program managers at their funding agencies or their universities or investors; others had not received any official guidance but made personal decisions on what to say and share publicly based on recent news of grant cancellations.

Both on and off campus, there is substantial pressure on diversity, equity, and inclusion (DEI) initiatives, which have been hit particularly hard as the administration seeks to eliminate what it called “illegal and immoral discrimination programs” in one of the first executive orders of President Trump’s second term.  

One respondent, whose work focuses on fighting child sexual abuse materials, recalled rewriting a grant abstract “3x to remove words banned” by Senator Ted Cruz of Texas, an administration ally; back in February, Cruz identified 3,400 NSF grants as “woke DEI” research advancing “neo-Marxist class warfare propaganda.” (His list includes grants to research self-driving cars and solar eclipses. His office did not respond to a request for comment.) 

Many other researchers we spoke with are also taking steps to avoid being put in the DEI bucket. A technologist at a Big Tech firm whose work used to include efforts to provide more opportunities for marginalized communities to get into computing has stopped talking about those recruiting efforts. One biologist described hearing that grant applications for the NIH now have to avoid words like “cell type diversity” for “DEI reasons”—no matter that “cell type diversity” is, she said, a common and “neutral” scientific term in microbiology. (In its statement, the NIH said: “To be clear, no scientific terms are banned, and commonly used terms like ‘cell type diversity’ are fully acceptable in applications and research proposals.”) 

Plenty of other research has also gotten caught up in the storm

One person who works in climate technology said that she now talks about “critical minerals,” “sovereignty,” and “energy independence” or “dominance” rather than “climate” or “industrial decarbonization.” (Trump’s Energy Department has boosted investment in critical minerals, pledging nearly $1 billion to support related projects.) Another individual working in AI said she has been instructed to talk less about “regulation,” “safety,” or “ethics” as they relate to her work. One survey respondent described the language shift as “definitely more red-themed.”

Some said that shifts in language won’t change the substance of their work, but others feared they will indeed affect the research itself. 

Emma Pierson, an assistant professor of computer science at the University of California, Berkeley, worried that AI companies may kowtow to the administration, which could in turn “influence model development.” While she noted that this fear is speculative, the Trump administration’s AI Action Plan contains language that directs the federal government to purchase large language models that generate “truthful responses” (by the administration’s definition), with a goal of “preventing woke AI in the federal government.” 

And one biomedical researcher fears that the administration’s effective ban on DEI will force an end to outreach “favoring any one community” and hurt efforts to improve the representation of women and people of color in clinical trials. The NIH and the Food and Drug Administration had been working for years to address the historic underrepresentation of these groups through approaches including specific funding opportunities to address health disparities; many of these efforts have recently been cut

Respondents from both academia and the private sector told us they’re aware of the high stakes of speaking out. 

“As an academic, we have to be very careful about how we voice our personal opinion because it will impact the entire university if there is retaliation,” one engineering professor told us. 

“I don’t want to be a target,” said one cleantech entrepreneur, who worries not only about reprisals from the current administration but also about potential blowback from Democrats if he cooperates with it. 

“I’m not a Trumper!” he said. “I’m just trying not to get fined by the EPA.” 

The people: “The adversarial attitude against immigrants … is posing a brain drain”

Immigrants are crucial to American science, but what one respondent called a broad “persecution of immigrants,” and an increasing climate of racism and xenophobia, are matters of growing concern. 

Some people we spoke with feel vulnerable, particularly those who are immigrants themselves. The Trump administration has revoked 6,000 international student visas (causing federal judges to intervene in some cases) and threatened to “aggressively” revoke the visas of Chinese students in particular. In recent months, the Justice Department has prioritized efforts to denaturalize certain citizens, while similar efforts to revoke green cards granted decades ago were shut down by court order. One entrepreneur who holds a green card told us, “I find myself definitely being more cognizant of what I’m saying in public and certainly try to stay away from anything political as a result of what’s going on, not just in science but in the rest of the administration’s policies.” 

On top of all this, federal immigration raids and other enforcement actions—authorities have turned away foreign academics upon arrival to the US and detained others with valid academic visas, sometimes because of their support for Palestine—have created a broad climate of fear.  

Four respondents said they were worried about their own immigration status, while 16 expressed concerns about their ability to attract or retain talent, including international students. More than a million international students studied in the US last year, with nearly half of those enrolling in graduate programs, according to the Institute of International Education

“The adversarial attitude against immigrants, especially those from politically sensitive countries, is posing a brain drain,” an AI researcher at a large public university on the West Coast told us. 

This attack on immigration in the US can be compounded by state-level restrictions. Texas and Florida both restrict international collaborations with and recruitment of scientists from countries including China, even though researchers told us that international collaborations could help mitigate the impacts of decreased domestic funding. “I cannot collaborate at this point because there’s too many restrictions and Texas also can limit us from visiting some countries,” the Texas academic said. “We cannot share results. We cannot visit other institutions … and we cannot give talks.”

All this is leading to more interest in positions outside the United States. One entrepreneur, whose business is multinational, said that their company has received a much higher share of applications from US-based candidates to openings in Europe than it did a year ago, despite the lower salaries offered there. 

“It is becoming easier to hire good people in the UK,” confirmed Karen Sarkisyan, a synthetic biologist based in London. 

At least one US-based respondent, an academic in climate technology, accepted a tenured position in the United Kingdom. Another said that she was looking for positions in other countries, despite her current job security and “very good” salary. “I can tell more layoffs are coming, and the work I do is massively devalued. I can’t stand to be in a country that treats their scientists and researchers and educated people like this,” she told us. 

Some professors reported in our survey and interviews that their current students are less interested in pursuing academic careers because graduate and PhD students are losing offers and opportunities as a result of grant cancellations. So even as the number of international students dwindles, there may also be “shortages in domestic grad students,” one mechanical engineer at a public university said, and “research will fall behind.”  

Have more information on this story or a tip for something else that we should report? Using a non-work device, reach the reporter on Signal at eileenguo.15 or [email protected].

In the end, this will affect not just academic research but also private-sector innovation. One biomedical entrepreneur told us that academic collaborators frequently help his company generate lots of ideas: “We hope that some of them will pan out and become very compelling areas for us to invest in.” Particularly for small startups without large research budgets, having fewer academics to work with will mean that “we just invest less, we just have fewer options to innovate,” he said. “The level of risk that industry is willing to take is generally lower than academia, and you can’t really bridge that gap.” 

Despite it all, a number of researchers and entrepreneurs who generally expressed frustration about the current political climate said they still consider the US the best place to do science. 

Pierson, the AI researcher at Berkeley, described staying committed to her research into social inequities despite the political backlash: “I’m an optimist. I do believe this will pass, and these problems are not going to pass unless we work on them.” 

And a biotech entrepreneur pointed out that US-based scientists can still command more resources than those in most other countries. “I think the US still has so much going for it. Like, there isn’t a comparable place to be if you’re trying to be on the forefront of innovation—trying to build a company or find opportunities,” he said.

Several academics and founders who came to the US to pursue scientific careers spoke about still being drawn to America’s spirit of invention and the chance to advance on their own merits. “For me, I’ve always been like, the American dream is something real,” said one. They said they’re holding fast to those ideals—for now.

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Broadcom CEO urges cloud-to-on prem repatriation

“Since the acquisition two years ago, we roll up our sleeves, did the tough engineering work, and the result today is VMware Cloud Foundation 9.0, a real Software Defined Platform to run all your application workloads with complete compute, networking and storage, tightly integrated, and this is what you asked

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Oceaneering Awarded Contracts by Equinor

Oceaneering International, Inc. said its Norwegian subsidiary Oceaneering Asset Integrity AS entered into a new framework agreement with Equinor ASA for the delivery of fabric maintenance services. The contract runs through July 2027, with four additional one-year extension options, allowing for a potential total duration of six years, Oceaneering said

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Clean energy developers hope for clarity in upcoming FEOC guidance

Listen to the article 9 min This audio is auto-generated. Please let us know if you have feedback. Two months after the passage of the One Big Beautiful Bill Act, which trimmed the lifespan of most of the Inflation Reduction Act’s clean energy tax credits, the industry is still trying to understand the implications of the legislation’s new foreign entity of concern rules and hoping for clarity from upcoming Treasury Department guidance. “I discuss this almost every day, it seems like,” said Vinson & Elkins tax partner Jenny Speck. “Having clear, administrable rules is the first step, because we already have a statute that creates ambiguity. We’re hearing that this is priority guidance — it should be at the top of their list in terms of what they’re working on.” The FEOC provisions in OBBBA were expanded from the IRA’s original rule restricting foreign entities of concern – entities with ties to China, Russia, North Korea or Iran – from claiming clean vehicle tax credits. The new FEOC rules apply to the 45X advanced manufacturing credit, the 45Y production credit, and the 48E investment credit.  “We look at wind, solar and 45X as the three that are going to have probably the most rigorous diligence,” Speck said. Ties to foreign entities of concern “can be such things as 25% or more ownership by a single Chinese shareholder or 40% by two or more such shareholders or at least 15% of total debt held by Chinese lenders, only counting debt holders at original issuance,” law firm Norton Rose Fulbright said in a July article. “Licensing arrangements with Chinese interests can also turn a supplier into a prohibited foreign entity … It is not clear how U.S. developers will be able to spot such arrangements.” Advait Arun, senior associate for energy finance

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China Is Cranking Up Its LNG Trade With Russia

China appears to be setting up a system to import regular cargoes of liquefied natural gas from a Russian project sanctioned by the US, a move that will test the Trump administration’s willingness to penalize Beijing in its efforts to curb Moscow’s energy revenue. Having taken the first-ever overseas export from the Arctic LNG 2 project in Russia in late August, China is now taking more blacklisted Russian LNG and has designated the Beihai terminal in southern China to accept shipments, according to people with knowledge of the matter. By choosing a single port with limited international exposure, Beijing should be able insulate its wider gas sector from retaliation. Purchases are also being done via a little-known company to obscure the actual end-user, the people said, asking not to be named as the matter is sensitive. Meanwhile, Chinese importers, including state-owned Cnooc, are diverting regular deliveries away from Beihai to avoid being connected with the trade and falling afoul of the US, the world’s largest LNG exporter, the people said. Several overseas traders are avoiding the port for the same reason, they added. China’s first cargo from Arctic LNG 2 came ahead of Russian President Vladimir Putin’s meeting with his Chinese counterpart, and so was largely seen as a symbolic gesture. By continuing to accept deliveries, Beijing is sending a stronger signal and also threatening to get caught up in Washington’s efforts to pressure Moscow over the war in Ukraine. While the Trump administration has singled out India for its oil trade with Moscow, Beijing so far has escaped similar criticism or economic penalties. A third shipment of fuel from Arctic LNG 2 project is set to land in southern China as soon as Monday, according to ship-tracking data compiled by Bloomberg. At least four more vessels are also en route, the

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Fed primed for rate cut as hiring slumps, unemployment inches up to 4.3%

Dive Brief: Hiring fell last month and unemployment rose to 4.3%, the Labor Department said Friday in a report that primed the Federal Reserve for a reduction in the main interest rate at its next scheduled policy meeting on Sept. 16-17. Employers added a less-than-forecast 22,000 jobs in August, the Labor Department said, while noting in a revision that payrolls in June shrunk by 13,000 jobs in the first such decline since December 2020. “This report green lights a September Federal Open Market Committee easing and implies further action will be required to stabilize the labor market before year end,” Pantheon Macroeconomics Chief U.S. Economist Samuel Tombs said in a client note. The data “make us more confident that the FOMC will ease” the benchmark rate by 0.75 percentage point by December and by 0.75 percentage point next year, he said. Dive Insight: The newest data showing labor market weakness puts at loggerheads both sides of the Fed’s dual mandate to maintain stable prices and ensure maximum employment. The U.S. has expanded payrolls by just 598,000 in 2025, the slowest increase of any year since the pandemic. Meanwhile, inflation, as measured by the personal consumption expenditures price index minus food and energy prices, edged up in July to 2.9%, well above the Fed’s 2% inflation target. Labor market weakness has prompted several Fed officials during the past several weeks to focus less on reducing price pressures and favor aiding the labor market with looser monetary policy. Two Fed governors dissented from a July 30 FOMC vote to leave the federal funds rate unchanged, saying weak hiring warranted a reduction in borrowing costs. The central bank for five consecutive policy meetings this year has held the federal funds rate at a range between 4.25% and 4.5%. Last month Fed Chair Jerome Powell,

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Alone we fail: the culture change needed to deliver the energy transition

Alex Thornton is executive director of LF Energy. Late last fall, my neighbors and I received a notice from our utility, Pacific Gas & Electric, informing us of proposed rate increases from an eye watering $761.3 million Billing Modernization Initiative. Digging further into their filing with the California Public Utilities Commission, PG&E highlights the need to update a profoundly outdated system, featuring a potpourri of vendor and custom in-house software from the 1990s and 2000s, much of it written in a programming language (COBOL) that peaked in popularity last century and for which there are vanishingly few engineers with expertise in it. Additionally, the filing highlights that the billing system has been unable to keep pace with regulatory needs, forcing delays and complex workarounds. In brief, PG&E’s key digital systems are unable to satisfy business needs and therefore need an expensive overhaul, raising customer rates. As a result, my monthly electric bill is going up. I pick on PG&E because I’m their customer and they offer a good example, not because they are an industry exception. Most utilities and regulators struggle with these very same digital modernization challenges. Billing is a core function for any business. If utilities can’t maintain their core systems, then how can they be expected to roll out and operate more advanced digital functionality such as dynamic rates, distributed energy resource orchestration, virtual power plants, demand response programs, electric vehicle charging optimization and AI, all while defending against ever-increasing cyber security attacks and maintaining affordability? Short answer: they can’t, not without a serious culture change to become technology companies that embrace best practices for digital innovation. As part of their CPUC filing, PG&E notes that Southern California Edison and San Diego Gas & Electric launched similar billing system upgrades in 2016 and 2017, respectively. This key point

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SPE Launches 2026 Offshore Achievement Awards

In a statement sent to Rigzone recently, Society of Petroleum Engineers (SPE) Aberdeen announced that it had launched the 2026 Offshore Achievement Awards (OAA). The awards “celebrat[e]… excellence across the energy spectrum”, according to the statement, which highlighted that next year’s iteration marks the 39th “year of recognizing outstanding achievements that drive innovation and excellence across the offshore energy industry”. “Building on the success of previous years, the 2026 OAAs continue to reward groundbreaking technologies, exceptional company growth, and the remarkable contributions of individuals who shape the future of energy,” SPE Aberdeen said in the statement. “From emerging innovators to industry veterans, the awards celebrate those who demonstrate excellence, leadership, and vision in advancing the sector,” it added. Entries are now open to all UK registered companies operating within the oil and gas and renewables sectors, the statement noted. The ceremony will take place on March 5 in Aberdeen, the statement revealed. The 2026 award categories “span the full breadth of offshore energy achievements”, the statement said. They can be seen in full below: Emerging Technology  Field Proven Technology  Collaboration  Sustainability  Skills Development  Offshore Workplace of Choice  Inclusivity Champion  Industry Expert  Young Professionals  Industry Returner/Transferer  Significant Contribution “The energy industry continues to evolve at an unprecedented pace, and the OAAs evolve with it,” Graham Dallas, Chair of the Offshore Achievement Awards Committee, said in the statement.  “These awards provide a vital platform to showcase the innovations, partnerships, and individual excellence that will define our industry’s future. We encourage organizations and individuals across the entire energy spectrum to share their success stories,” Dallas added. “We’re thrilled to have Bilfinger return as Principal Sponsor for the second year running. Their ongoing support reinforces our shared commitment to celebrating the innovations and individuals driving our industry forward,” he continued. Rod Agnew, Vice President

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Delta Achieves First SAF Uplift at PDX

Delta Air Lines, in cooperation with Shell plc and Portland International Airport (PDX), has taken delivery of sustainable aviation fuel (SAF) for the PDX fuel system. Delta said in a media release that this marks the first commercial-scale SAF uplift at PDX, owned and operated by the Port of Portland. Shell supplied the batch of more than 400,000 gallons of neat SAF to Zenith Terminal in Portland, where it was blended with traditional jet fuel to meet regulatory requirements, before being delivered to PDX via barge, truck, and pipeline, Delta said. The blended SAF entered the airport’s privately owned fuel supply system earlier this month. “Every SAF delivery is a powerful example of how industry collaboration can unlock markets for sustainable aviation fuel”, Charlotte Lollar, Delta’s SAF director, said. “By working with Shell and the Port of Portland to tap into existing infrastructure, we’re able to access SAF at more airports and continue to prove its viability and ultimately scale it in a way the industry needs”. “We’re excited about this step toward bringing sustainable aviation fuel to PDX. It’s a move that can help improve local air quality and cut down on greenhouse gas emissions, which is great news for our communities”, Dan Pippenger, Port of Portland Chief Aviation Officer, said. Delta noted SAF is a renewable jet fuel that reduces lifecycle emissions by over 80 percent, and is compatible with existing infrastructure and aircraft engines. Production is still nascent, expensive, and scarce, amounting to less than a week’s worth of global flights, it said. Locally, Delta said it collaborates with the Port of Portland and others to establish a SAF market. Federally, Delta advocates for incentives to boost production and affordability, including the 40B SAF Blenders Tax Credit and the 45Z Clean Fuel Production Credit, extended through 2029,

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Google adds Gemini to its on-prem cloud for increased data protection

Google has announced the general availability of its Gemini artificial intelligence models on Google Distributed Cloud (GDC), making its generative AI product available on enterprise and government data centers. GDC is an on-premises implementation of Google Cloud, aimed at heavily regulated industries like medical and financial services to bring Google Cloud services within company firewalls rather than the public cloud. The launch of Gemini on GDC allows organizations with strict data residency and compliance requirements to deploy generative AI without compromising control over sensitive information. GDC uses Nvidia Hopper and Blackwell 0era GPU accelerators with automated load balancing and zero-touch updates for high availability. Security features include audit logging and access control capabilities that provide full transparency for customers. The platform also features Confidential Computing support for both CPUs (with Intel TDX) and GPUs (with Nvidia’s confidential computing) to secure sensitive data and prevent tampering or exfiltration.

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Nvidia networking roadmap: Ethernet, InfiniBand, co-packaged optics will shape data center of the future

Nvidia is baking into its Spectrum-X Ethernet platform a suite of algorithms that can implement networking protocols to allow Spectrum-X switches, ConnectX-8 SuperNICs, and systems with Blackwell GPUs to connect over wider distances without requiring hardware changes. These Spectrum-XGS algorithms use real-time telemetry—tracking traffic patterns, latency, congestion levels, and inter-site distances—to adjust controls dynamically. Ethernet and InfiniBand Developing and building Ethernet technology is a key part of Nvidia’s roadmap. Since it first introduced Spectrum-X in 2023, the vendor has rapidly made Ethernet a core development effort. This is in addition to InfiniBand development, which is still Nvidia’s bread-and-butter connectivity offering. “InfiniBand was designed from the ground up for synchronous, high-performance computing — with features like RDMA to bypass CPU jitter, adaptive routing, and congestion control,” Shainer said. “It’s the gold standard for AI training at scale, connecting more than 270 of the world’s top supercomputers. Ethernet is catching up, but traditional Ethernet designs — built for telco, enterprise, or hyperscale cloud — aren’t optimized for AI’s unique demands,” Shainer said. Most industry analysts predict Ethernet deployment for AI networking in enterprise and hyperscale deployments will increase in the next year; that makes Ethernet advancements a core direction for Nvidia and any vendor looking to offer AI connectivity options to customers. “When we first initiated our coverage of AI back-end Networks in late 2023, the market was dominated by InfiniBand, holding over 80% share,” wrote Sameh Boujelbene, vice president of Dell ’Oro Group, in a recent report. “Despite its dominance, we have consistently predicted that Ethernet would ultimately prevail at scale. What is notable, however, is the rapid pace at which Ethernet gained ground in AI back-end networks. As the industry moves to 800 Gbps and beyond, we believe Ethernet is now firmly positioned to overtake InfiniBand in these high-performance deployments.”

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Inside the AI-optimized data center: Why next-gen infrastructure is non-negotiable

How are AI data centers different from traditional data centers? AI data centers and traditional data centers can be physically similar, as they contain hardware, servers, networking equipment, and storage systems. The difference lies in their capabilities: Traditional data centers were built to support general computing tasks, while AI data centers are specifically designed for more sophisticated, time and resource-intensive workloads. Conventional data centers are simply not optimized for AI’s advanced tasks and necessary high-speed data transfer. Here’s a closer look at their differences: AI-optimized vs. traditional data centers Traditional data centers: Handle everyday computing needs such as web browsing, cloud services, email and enterprise app hosting, data storage and retrieval, and a variety of other relatively low-resource tasks. They can also support simpler AI applications, such as chatbots, that do not require intensive processing power or speed. AI data centers: Built to compute significant volumes of data and run complex algorithms, ML and AI tasks, including agentic AI workflows. They feature high-speed networking and low-latency interconnects for rapid scaling and data transfer to support AI apps and edge and internet of things (IoT) use cases. Physical infrastructure Traditional data centers: Typically composed of standard networking architectures such as CPUs suitable for handling networking, apps, and storage. AI data centers: Feature more advanced graphics processing units (GPU) (popularized by chip manufacturer Nvidia), tensor processing units (TPUs) (developed by Google), and other specialized accelerators and equipment. Storage and data management Traditional data centers: Generally, store data in more static cloud storage systems, databases, data lakes, and data lakehouses. AI data centers: Handle huge amounts of unstructured data including text, images, video, audio, and other files. They also incorporate high-performance tools including parallel file systems, multiple network servers, and NVMe solid state drives (SSDs). Power consumption Traditional data centers: Require robust cooling

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From Cloud to Concrete: How Explosive Data Center Demand is Redefining Commercial Real Estate

The world will generate 181 ZB of data in 2025, an increase of 23.13% year over year and 2.5 quintillion bytes (a quintillion byte is also called an exabyte, EB) created daily, according to a report from Demandsage. To put that in perspective: One exabyte is equal to 1 quintillion bytes, which is 1,000,000,000,000,000,000 bytes. That’s 29 TB every second, or 2.5 million TB per day. It’s no wonder data centers have become so crucial for creating, consuming, and storing data — and no wonder investor interest has skyrocketed.  The surging demand for secure, scalable, high-performance retail and wholesale colocation and hyperscale data centers is spurred by the relentless, global expansion of cloud computing and demand for AI as data generation from businesses, governments, and consumers continues to surge. Power access, sustainable infrastructure, and land acquisition have become critical factors shaping where and how data center facilities are built.  As a result, investors increasingly view these facilities not just as technology assets, but as a unique convergence of real estate, utility infrastructure, and mission-critical systems. Capitalizing on this momentum, private equity and real estate investment firms are rapidly expanding into the sector through acquisitions, joint ventures, and new funds—targeting opportunities to build and operate facilities with a focus on energy efficiency and scalability.

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Ai4 2025 Navigates Rapid Change in AI Policy, Education

The pace of innovation in artificial intelligence is fundamentally reshaping the landscape of education, and the changes are happening rapidly. At the forefront of this movement stand developers, policy makers, educational practitioners, and associated experts at the recent Ai4 2025 conference (Aug. 11-13) in Las Vegas, where leading voices such as Geoffrey Hinton “The Godfather of AI,” top executives from Google and U.S. Bank, and representatives from multiple government agencies gathered to chart the future of AI development. Importantly, educators and academic institutions played a central role, ensuring that the approach to AI in schools is informed by those closest to the classroom. Key discussions at Ai4 and recent educator symposia underscored both the promise and peril of swift technological change. Generative AI, with its lightning-fast adoption since the advent of tools like ChatGPT, is opening new possibilities for personalized learning, skills development, and operational efficiency. But participants were quick to note that acceleration brings good and bad consequences. On one hand, there’s excitement about practical classroom implementations and the potential for students to engage with cutting-edge technology. On the other, concerns about governance, ethics, safety, and the depth of genuine learning remain at the forefront. This urgency to “do this right” is echoed by teachers, unions, and developers who are united by the challenges and opportunities on the ground. Their voices highlight the need for agreement on education policy and associated regulations to keep pace with technological progress, create frameworks for ethical and responsible use, and ensure that human agency remains central in shaping the future of childhood and learning. In this rapidly evolving environment, bringing all stakeholders to the table is no longer optional; it is essential for steering AI in education toward outcomes that benefit both students and society. Global Context: America, China, and the AI Race

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Two Lenses on One Market: JLL and CBRE Show Data Centers in a Pinch

The two dominant real estate research houses, JLL and CBRE, have released midyear snapshots of the North American data center market, and both paint the same picture in broad strokes: demand remains insatiable, vacancy has plunged to record lows, and the growth of AI and hyperscale deployments is reshaping every aspect of the business. But their lenses capture different angles of the same story: one emphasizing preleasing and capital flows, the other highlighting hyperscale requirements and regional shifts. Vacancy Falls Through the Floor JLL sets the stage with a stark headline: colocation vacancy is nearing 0%. The JLL Midyear 2025 North America Data Center report warns that this scarcity “is constraining economic growth and undermining national security,” underscoring the role of data centers as critical infrastructure. CBRE’s North American Data Center Trends H1 2025 numbers back this up, recording an all-time low North America vacancy rate of 1.6%, the tightest in more than a decade. Both agree that market loosening is years away — JLL projecting vacancy hovering around 2% through 2027, CBRE noting 74.3% of new capacity already spoken for. The takeaway seems clear: without preleasing, operators and tenants alike are effectively shut out of core markets. Absorption and Preleasing Drive Growth JLL drills down into the mechanics. With virtually all absorption tied to preleasing, the firm points to Northern Virginia (647 MW) and Dallas (575 MW) as the twin engines of growth in H1, joined by Chicago, Austin/San Antonio, and Atlanta. CBRE’s absorption math is slightly different, but the conclusion aligns: Northern Virginia again leads the nation, with 538.6 MW net absorption and a remarkable 80% surge in under-construction capacity. CBRE sharpens the view by noting that the fiercest competition is at the top end: single-tenant requirements of 10 MW or more are setting pricing records as hyperscalers

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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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