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How wind tech hopes to help decarbonize cargo shipping

Inhabitants of the Marshall Islands—a chain of coral atolls in the center of the Pacific Ocean—rely on sea transportation for almost everything: moving people from one island to another, importing daily necessities from faraway nations, and exporting their local produce. For millennia they sailed largely in canoes, but much of their seafaring movement today involves big, bulky, diesel-fueled cargo ships that are heavy polluters.  They’re not alone, of course. Cargo shipping is responsible for about 3% of the world’s annual greenhouse-­gas emissions, and at the current rate of growth, the global industry could account for 10% of emissions by 2050.  Marshallese shipping represents just a drop in the ocean of global greenhouse-gas pollution; larger, more industrially developed countries are responsible for far more. But the islands have been disproportionately experiencing the consequences of human-made climate change: warming waters, more frequent extreme weather, and rising sea levels. All this has created a sense of urgency for people like Alson Kelen, who lives and works in Majuro, the islands’ capital. He’s the founder of Waan Aelõñ, a Marshallese canoeing organization that is focused on keeping the region’s ancient and more environmentally sustainable maritime traditions alive. In doing so, he hopes to help his nation fully decarbonize its fleets. Efforts include training local youths to build traditional Marshallese canoes (to replace small, motor-powered speedboats) and larger sailboats fitted with solar panels (to replace medium-size cargo ships). He was also an advisor on construction of the Juren Ae, a cargo sailboat (shown at right) inspired by traditional Marshallese vessels, which made its maiden voyage in 2024 and can carry 300 metric tons of cargo. The Marshall Islands Shipping Corporation hopes it offers a blueprint for cleaner cargo transportation across the Pacific; relative to a fuel-powered cargo ship, the vessel could decrease emissions by up to 80%. It’s “a beautiful big sister of our little canoes,” says Kelen. Though hyperlocal, Kelen’s work is part of a global project from the International Maritime Organization to reduce emissions associated with cargo shipping to net zero by 2050. Beyond these tiny islands, much of the effort to meet the IMO’s goals focuses on replacing gasoline with alternatives such as ammonia, methane, nuclear power, and hydrogen. And there’s also what the Marshallese people have long relied on: wind power. It’s just one option on the table, but the industry cannot decarbonize quickly enough to meet the IMO’s goals without a role for wind propulsion, says Christiaan De Beukelaer, a political anthropologist and author of Trade Winds: A Voyage to a Sustainable Future for Shipping. “If you take time into consideration, wind is indispensable,” he says. Studies show that deploying wind power on vessels could lower the shipping industry’s carbon dioxide emissions by 20%.      “What wind does is it effectively cuts out a few uncertainties,” says De Beukelaer—variables such as the fluctuation of fuel prices and the costs from any carbon pricing scheme the industry may adopt. The IMO is technology agnostic, meaning it sets the goals and safety standards but lets the market find the best ways to attain them. A spokesperson from the organization says wind propulsion is one of many avenues being explored.       Sails can be used either to fully power a vessel or to supplement the motors as a way of reducing fuel consumption for large bulk carriers, oil tankers, and the roll-on/roll-off vessels used to transport airplanes and cars worldwide. Modern cargo sails come in several shapes, sizes, and styles, including wings, rotors, suction sails, and kites. “If we’ve got five and a half thousand years of experience, isn’t this just a no-brainer?” says Gavin Allwright, secretary-general of the International Windship Association. Older cargo boats with new sails can use propulsive energy from the wind for up to 30% of their power, while cargo vessels designed specifically for wind could rely on it for up to 80% of their needs, says Allwright, who is still working on standardized measurement criteria to figure out which combination of ship and sail model is most efficient. “There are so many variables involved,” he says—from the size of the ship to the captain steering it. The 50th large vessel fitted with wind-harnessing tech set sail in October 2024, and he predicts that maritime wind power is set to boom by the beginning of 2026.  COURTESY OF OCEANBIRD Hard wings One of the more popular designs for cargo ships is a rigid sail—a hard, winglike structure that is placed vertically on top of the vessel.  “It’s very much like an airplane wing,” says Niclas Dahl, managing director of Oceanbird, a Swedish company that develops these sails. Each one has a main and a flap, which creates a chamber where the wind speed is faster on the outside than the inside. In an aircraft, that discrepancy generates lift force, but in this case, says Dahl, it propels the ship forward. The wings are rigid, but they can be swiveled around and adjusted to capture the wind depending on where it’s coming from, and they can be folded and retracted close to the deck of the ship when it is nearing a dock. One of Oceanbird’s sails—the 40-meter-high, 14-meter-wide Wing 560, made of high-strength steel, glass fiber, and recycled polyethylene terephthalate—could help cargo ships reduce fuel use by up to 10% per trip, according to the company’s calculations. Oceanbird is installing its first set of wings on a cargo vessel that transports cars, which was scheduled to be ready by the end of 2024. Oceanbird, though, is just one manufacturer; by late 2024, eight cargo vessels propelled by hard wings were cruising around the world, most of them generalized bulk carriers and oil tankers. COURTESY OF CARGOKITE Kites Other engineers and scientists are working to power cargo vessels with kites like those that propel paragliders. These kites are made from mixtures of UV-resistant polyester, and they are tethered to the ship’s bow and fly up to 200 to 300 meters above the ship, where they can make the best use of the constant winds at that altitude to basically tug the boat forward. To maximize lift, the kites are controlled by computers to operate in the sweet spot where wind is most constant. Studies show that a 400-square-meter kite can produce fuel savings of 9% to 15%. “The main reason for us believing in kites is high-altitude winds,” says Tim Linnenweber, cofounder of CargoKite, which designs micro cargo ships that can be powered this way. “You basically have an increasing wind speed the higher you go, and so more consistent, more reliable, more steady winds.”  COURTESY OF BOUND4BLUE Suction sails Initially used for airplanes in the 1930s, suction sails were designed and tested on boats in the 1980s by the oceanographer and diving pioneer Jacques Cousteau.  Suction sails are chubby metal sails that look something like rotors but more oval, with a pointed side. And instead of making the whole sail spin around, the motor turns on a fan on the inside of the sail that sucks in wind from the outside. Cristina Aleixendri, cofounder of Bound4Blue, a Spanish company building suction sails, explains that the vent pulls air in through lots of little holes in the shell of the sail and creates what physicists call a boundary layer—a thin layer of air blanketing the sail and thrusting it forward. Bound4Blue’s modern model generates 20% more thrust per square meter of sail than Cousteau’s original design, says Aleixendri, and up to seven times more thrust than a conventional sail.  Twelve ships fitted with a total of 26 suction sails are currently operating, ranging from fishing boats and oil tankers to roll-on/roll-off vessels. Bound4Blue is working on fitting six ships and has fitted four already—including one with the largest suction sail ever installed, at 22 meters tall. COURTESY OF NORSEPOWER Rotor sails In the 1920s, the German engineer Anton Flettner had a vision for a wind-powered ship that used vertical, revolving metal cylinders in place of traditional sails. In 1926, a vessel using his novel design, known as the Flettner rotor, crossed the Atlantic for the first time.  Flettner rotors work thanks to the Magnus effect, a phenomenon that occurs when a spinning object moves through a fluid, causing a lift force that can deflect the object’s path. With Flettner’s design, motors spin the cylinders around, and the pressure difference between the sides of the spinning object generates thrust forward, much like a soccer player bending the trajectory of a ball. In a modern upgrade of the rotor sail, designed by the Finnish company Norsepower, the cylinders can spin up to 300 times per minute. This produces 10 times more thrust power than a conventional sail. Norsepower has fitted 27 rotor sails on 14 ships out at sea so far, and six more ships equipped with rotor sails from other companies set sail in 2024. “According to our calculations, the rotor sail is, at the moment, the most efficient wind-assistive power when you look at eurocent per kilowatt-hour,” says Heikki Pöntynen, Norsepower’s CEO. Results from their vessels currently out at sea suggest that fuel savings are “anywhere between 5% to 30% on the whole voyage.”  Sofia Quaglia is a freelance science journalist whose work has appeared in the New York Times, National Geographic, and New Scientist.

Inhabitants of the Marshall Islands—a chain of coral atolls in the center of the Pacific Ocean—rely on sea transportation for almost everything: moving people from one island to another, importing daily necessities from faraway nations, and exporting their local produce. For millennia they sailed largely in canoes, but much of their seafaring movement today involves big, bulky, diesel-fueled cargo ships that are heavy polluters. 

They’re not alone, of course. Cargo shipping is responsible for about 3% of the world’s annual greenhouse-­gas emissions, and at the current rate of growth, the global industry could account for 10% of emissions by 2050. 

Marshallese shipping represents just a drop in the ocean of global greenhouse-gas pollution; larger, more industrially developed countries are responsible for far more. But the islands have been disproportionately experiencing the consequences of human-made climate change: warming waters, more frequent extreme weather, and rising sea levels.

All this has created a sense of urgency for people like Alson Kelen, who lives and works in Majuro, the islands’ capital. He’s the founder of Waan Aelõñ, a Marshallese canoeing organization that is focused on keeping the region’s ancient and more environmentally sustainable maritime traditions alive. In doing so, he hopes to help his nation fully decarbonize its fleets. Efforts include training local youths to build traditional Marshallese canoes (to replace small, motor-powered speedboats) and larger sailboats fitted with solar panels (to replace medium-size cargo ships). He was also an advisor on construction of the Juren Ae, a cargo sailboat (shown at right) inspired by traditional Marshallese vessels, which made its maiden voyage in 2024 and can carry 300 metric tons of cargo. The Marshall Islands Shipping Corporation hopes it offers a blueprint for cleaner cargo transportation across the Pacific; relative to a fuel-powered cargo ship, the vessel could decrease emissions by up to 80%. It’s “a beautiful big sister of our little canoes,” says Kelen.

Though hyperlocal, Kelen’s work is part of a global project from the International Maritime Organization to reduce emissions associated with cargo shipping to net zero by 2050. Beyond these tiny islands, much of the effort to meet the IMO’s goals focuses on replacing gasoline with alternatives such as ammonia, methane, nuclear power, and hydrogen. And there’s also what the Marshallese people have long relied on: wind power. It’s just one option on the table, but the industry cannot decarbonize quickly enough to meet the IMO’s goals without a role for wind propulsion, says Christiaan De Beukelaer, a political anthropologist and author of Trade Winds: A Voyage to a Sustainable Future for Shipping. “If you take time into consideration, wind is indispensable,” he says. Studies show that deploying wind power on vessels could lower the shipping industry’s carbon dioxide emissions by 20%.     

“What wind does is it effectively cuts out a few uncertainties,” says De Beukelaer—variables such as the fluctuation of fuel prices and the costs from any carbon pricing scheme the industry may adopt. The IMO is technology agnostic, meaning it sets the goals and safety standards but lets the market find the best ways to attain them. A spokesperson from the organization says wind propulsion is one of many avenues being explored.      

Sails can be used either to fully power a vessel or to supplement the motors as a way of reducing fuel consumption for large bulk carriers, oil tankers, and the roll-on/roll-off vessels used to transport airplanes and cars worldwide. Modern cargo sails come in several shapes, sizes, and styles, including wings, rotors, suction sails, and kites.

“If we’ve got five and a half thousand years of experience, isn’t this just a no-brainer?” says Gavin Allwright, secretary-general of the International Windship Association.

Older cargo boats with new sails can use propulsive energy from the wind for up to 30% of their power, while cargo vessels designed specifically for wind could rely on it for up to 80% of their needs, says Allwright, who is still working on standardized measurement criteria to figure out which combination of ship and sail model is most efficient.

“There are so many variables involved,” he says—from the size of the ship to the captain steering it. The 50th large vessel fitted with wind-harnessing tech set sail in October 2024, and he predicts that maritime wind power is set to boom by the beginning of 2026. 


drone view over a ship at sea with vertical metal sails

COURTESY OF OCEANBIRD

Hard wings

One of the more popular designs for cargo ships is a rigid saila hard, winglike structure that is placed vertically on top of the vessel. 

“It’s very much like an airplane wing,” says Niclas Dahl, managing director of Oceanbird, a Swedish company that develops these sails. Each one has a main and a flap, which creates a chamber where the wind speed is faster on the outside than the inside. In an aircraft, that discrepancy generates lift force, but in this case, says Dahl, it propels the ship forward. The wings are rigid, but they can be swiveled around and adjusted to capture the wind depending on where it’s coming from, and they can be folded and retracted close to the deck of the ship when it is nearing a dock.

One of Oceanbird’s sailsthe 40-meter-high, 14-meter-wide Wing 560, made of high-strength steel, glass fiber, and recycled polyethylene terephthalatecould help cargo ships reduce fuel use by up to 10% per trip, according to the company’s calculations. Oceanbird is installing its first set of wings on a cargo vessel that transports cars, which was scheduled to be ready by the end of 2024.

Oceanbird, though, is just one manufacturer; by late 2024, eight cargo vessels propelled by hard wings were cruising around the world, most of them generalized bulk carriers and oil tankers.


COURTESY OF CARGOKITE

Kites

Other engineers and scientists are working to power cargo vessels with kites like those that propel paragliders. These kites are made from mixtures of UV-resistant polyester, and they are tethered to the ship’s bow and fly up to 200 to 300 meters above the ship, where they can make the best use of the constant winds at that altitude to basically tug the boat forward. To maximize lift, the kites are controlled by computers to operate in the sweet spot where wind is most constant. Studies show that a 400-square-meter kite can produce fuel savings of 9% to 15%.

“The main reason for us believing in kites is high-altitude winds,” says Tim Linnenweber, cofounder of CargoKite, which designs micro cargo ships that can be powered this way. “You basically have an increasing wind speed the higher you go, and so more consistent, more reliable, more steady winds.” 


COURTESY OF BOUND4BLUE

Suction sails

Initially used for airplanes in the 1930s, suction sails were designed and tested on boats in the 1980s by the oceanographer and diving pioneer Jacques Cousteau. 

Suction sails are chubby metal sails that look something like rotors but more oval, with a pointed side. And instead of making the whole sail spin around, the motor turns on a fan on the inside of the sail that sucks in wind from the outside. Cristina Aleixendri, cofounder of Bound4Blue, a Spanish company building suction sails, explains that the vent pulls air in through lots of little holes in the shell of the sail and creates what physicists call a boundary layera thin layer of air blanketing the sail and thrusting it forward. Bound4Blue’s modern model generates 20% more thrust per square meter of sail than Cousteau’s original design, says Aleixendri, and up to seven times more thrust than a conventional sail. 

Twelve ships fitted with a total of 26 suction sails are currently operating, ranging from fishing boats and oil tankers to roll-on/roll-off vessels. Bound4Blue is working on fitting six ships and has fitted four alreadyincluding one with the largest suction sail ever installed, at 22 meters tall.


COURTESY OF NORSEPOWER

Rotor sails

In the 1920s, the German engineer Anton Flettner had a vision for a wind-powered ship that used vertical, revolving metal cylinders in place of traditional sails. In 1926, a vessel using his novel design, known as the Flettner rotor, crossed the Atlantic for the first time. 

Flettner rotors work thanks to the Magnus effect, a phenomenon that occurs when a spinning object moves through a fluid, causing a lift force that can deflect the object’s path. With Flettner’s design, motors spin the cylinders around, and the pressure difference between the sides of the spinning object generates thrust forward, much like a soccer player bending the trajectory of a ball.

In a modern upgrade of the rotor sail, designed by the Finnish company Norsepower, the cylinders can spin up to 300 times per minute. This produces 10 times more thrust power than a conventional sail. Norsepower has fitted 27 rotor sails on 14 ships out at sea so far, and six more ships equipped with rotor sails from other companies set sail in 2024.

“According to our calculations, the rotor sail is, at the moment, the most efficient wind-assistive power when you look at eurocent per kilowatt-hour,” says Heikki Pöntynen, Norsepower’s CEO. Results from their vessels currently out at sea suggest that fuel savings are “anywhere between 5% to 30% on the whole voyage.” 

Sofia Quaglia is a freelance science journalist whose work has appeared in the New York Times, National Geographic, and New Scientist.

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BlackRock’s $40B data center deal opens a new infrastructure battle for CIOs

Everest Group partner Yugal Joshi said, “CIOs are under significant pressure to clearly define their data center strategy beyond traditional one-off leases. Given most of the capacity is built and delivered by fewer players, CIOs need to prepare for a higher-price market with limited negotiation power.” The numbers bear this out. Global data center costs rose to $217.30 per kilowatt per month in the first quarter of 2025, with major markets seeing increases of 17-18% year-over-year, according to CBRE. Those prices are at levels last seen in 2011-2012, and analysts expect them to remain elevated. Gogia said, “The combination of AI demand, energy scarcity, and environmental regulation has permanently rewritten the economics of running workloads. Prices that once looked extraordinary have now become baseline.” Hyperscalers get first dibs The consolidation problem is compounded by the way capacity is being allocated. North America’s data center vacancy rate fell to 1.6% in the first half of 2025, with Northern Virginia posting just 0.76%, according to CBRE Research. More troubling for enterprises: 74.3% of capacity currently under construction is already preleased, primarily to cloud and AI providers. “The global compute market is no longer governed by open supply and demand,” Gogia said. “It is increasingly shaped by pre-emptive control. Hyperscalers and AI majors are reserving capacity years in advance, often before the first trench for power is dug. This has quietly created a two-tier world: one in which large players guarantee their future and everyone else competes for what remains.” That dynamic forces enterprises into longer planning cycles. “CIOs must forecast their infrastructure requirements with the same precision they apply to financial budgets and talent pipelines,” Gogia said. “The planning horizon must stretch to three or even five years.”

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Nvidia, Infineon partner for AI data center power overhaul

The solution is to convert power right at the GPU on the server board and to upgrade the backbone to 800 volts. That should squeeze more reliability and efficiency out of the system while dealing with the heat, Infineon stated.   Nvidia announced the 800 Volt direct current (VDC) power architecture at Computex 2025 as a much-needed replacement for the 54 Volt backbone currently in use, which is overwhelmed by the demand of AI processors and increasingly prone to failure. “This makes sense with the power needs of AI and how it is growing,” said Alvin Nguyen, senior analyst with Forrester Research. “This helps mitigate power losses seen from lower voltage and AC systems, reduces the need for materials like copper for wiring/bus bars, better reliability, and better serviceability.” Infineon says a shift to a centralized 800 VDC architecture allows for reduced power losses, higher efficiency and reliability. However, the new architecture requires new power conversion solutions and safety mechanisms to prevent potential hazards and costly server downtimes such as service and maintenance.

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Meta details cutting-edge networking technologies for AI infrastructure

ESUN initiative As part of its standardization efforts, Meta said it would be a key player in the new Ethernet for Scale-Up Networking (ESUN) initiative that brings together AMD, Arista, ARM, Broadcom, Cisco, HPE Networking, Marvell, Microsoft, NVIDIA, OpenAI and Oracle to advance the networking technology to handle the growing scale-up domain for AI systems. ESUN will focus solely on open, standards-based Ethernet switching and framing for scale-up networking—excluding host-side stacks, non-Ethernet protocols, application-layer solutions, and proprietary technologies. The group will focus on the development and interoperability of XPU network interfaces and Ethernet switch ASICs for scale-up networks, the OCP wrote in a blog. ESUN will actively engage with other organizations such as Ultra-Ethernet Consortium (UEC) and long-standing IEEE 802.3 Ethernet to align open standards, incorporate best practices, and accelerate innovation, the OCP stated. Data center networking milestones The launch of ESUN is just one of the AI networking developments Meta shared at the event. Meta engineers also announced three data center networking innovations aimed at making its infrastructure more flexible, scalable, and efficient: The evolution of Meta’s Disaggregated Scheduled Fabric (DSF) to support scale-out interconnect for large AI clusters that span entire data center buildings. A new Non-Scheduled Fabric (NSF) architecture based entirely on shallow-buffer, disaggregated Ethernet switches that will support our largest AI clusters like Prometheus. The addition of Minipack3N, based on Nvidia’s Ethernet Spectrum-4 ASIC, to Meta’s portfolio of 51Tbps OCP switches that use OCP’s Switch Abstraction Interface and Meta’s Facebook Open Switching System (FBOSS) software stack. DSF is Meta’s open networking fabric that completely separates switch hardware, NICs, endpoints, and other networking components from the underlying network and uses OCP-SAI and FBOSS to achieve that, according to Meta. It supports Ethernet-based RoCE RDMA over Converged Ethernet (RoCE/RDMA)) to endpoints, accelerators and NICs from multiple vendors, such as Nvidia,

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Arm joins Open Compute Project to build next-generation AI data center silicon

Keeping up with the demand comes down to performance, and more specifically, performance per watt. With power limited, OEMs have become much more involved in all aspects of the system design, rather than pulling silicon off the shelf or pulling servers or racks off the shelf. “They’re getting much more specific about what that silicon looks like, which is a big departure from where the data center was ten or 15 years ago. The point here being is that they look to create a more optimized system design to bring the acceleration closer to the compute, and get much better performance per watt,” said Awad. The Open Compute Project is a global industry organization dedicated to designing and sharing open-source hardware configurations for data center technologies and infrastructure. It covers everything from silicon products to rack and tray design.  It is hosting its 2025 OCP Global Summit this week in San Jose, Calif. Arm also was part of the Ethernet for Scale-Up Networking (ESUN) initiative announced this week at the Summit that included AMD, Arista, Broadcom, Cisco, HPE Networking, Marvell, Meta, Microsoft, and Nvidia. ESUN promises to advance Ethernet networking technology to handle scale-up connectivity across accelerated AI infrastructures. Arm’s goal by joining OCP is to encourage knowledge sharing and collaboration between companies and users to share ideas, specifications and intellectual property. It is known for focusing on modular rather than monolithic designs, which is where chiplets come in. For example, customers might have multiple different companies building a 64-core CPU and then choose IO to pair it with, whether like PCIe or an NVLink. They then choose their own memory subsystem, deciding whether to go HBM, LPDDR, or DDR. It’s all mix and match like Legos, Awad said.

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BlackRock-Led Consortium to Acquire Aligned Data Centers in $40 Billion AI Infrastructure Deal

Capital Strategy and Infrastructure Readiness The AIP consortium has outlined an initial $30 billion in equity, with potential to scale toward $100 billion including debt over time as part of a broader AI infrastructure buildout. The Aligned acquisition represents a cornerstone investment within that capital roadmap. Aligned’s “ready-to-scale” platform – encompassing land, permits, interconnects, and power roadmaps – is far more valuable today than a patchwork of single-site developments. The consortium framed the transaction as a direct response to the global AI buildout crunch, targeting critical land, energy, and equipment bottlenecks that continue to constrain hyperscale expansion. Platform Overview: Aligned’s Evolution and Strategic Fit Aligned Data Centers has rapidly emerged as a scale developer and operator purpose-built for high-density, quick-turn capacity demanded by hyperscalers and AI platforms. Beyond the U.S., Aligned extended its reach across the Americas through its acquisition of ODATA in Latin America, creating a Pan-American presence that now spans more than 50 campuses and over 5 GW of capacity. The company has repeatedly accessed both public and private capital markets, most recently securing more than $12 billion in new equity and debt financing to accelerate expansion. Aligned’s U.S.–LATAM footprint provides geographic diversification and proximity to fast-growing AI regions. The buyer consortium’s global relationships – spanning utilities, OEMs, and sovereign-fund partners – help address power, interconnect, and supply-chain constraints, all of which are critical to sustaining growth in the AI data-center ecosystem. Macquarie Asset Management built Aligned from a niche U.S. operator into a 5 GW-plus, multi-market platform, the kind of asset infrastructure investors covet as AI demand outpaces grid and supply-chain capacity. Its sale at this stage reflects a broader wave of industry consolidation among large-scale digital-infrastructure owners. Since its own acquisition by BlackRock in early 2024, GIP has strengthened its position as one of the world’s top owners

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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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