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ICYMI: Secretaries Wright and Burgum Join American Energy Workers in Applauding President Trump’s Leadership & Historic Investment in American Energy Infrastructure

PLAQUEMINES PARRISH, LOUISIANA—U.S. Secretary of Energy Chris Wright and U.S. Secretary of the Interior Doug Burgum, both leaders of the National Energy Dominance Council (NEDC), today joined more than a thousand American energy workers at Venture Global’s Plaquemine LNG Export facility to highlight the impacts of President Trump’s energy agenda. The secretaries joined Louisiana Governor […]

PLAQUEMINES PARRISH, LOUISIANA—U.S. Secretary of Energy Chris Wright and U.S. Secretary of the Interior Doug Burgum, both leaders of the National Energy Dominance Council (NEDC), today joined more than a thousand American energy workers at Venture Global’s Plaquemine LNG Export facility to highlight the impacts of President Trump’s energy agenda. The secretaries joined Louisiana Governor Jeff Landry and Venture Global CEO Mike Sabel in delivering remarks before touring the facility and speaking to the press.

Thanks to President Trump’s commitment to restoring American energy dominance and day one reversal of the Biden-Harris LNG export permit ban, Sabel announced today that Venture Global would be making an additional $18 billion expansion to the Plaquemine LNG Export facility – making the facility the largest in the United States.

Less than 50 days into the Trump administration, American energy companies are producing more energy here in the U.S. – lowering prices, providing good-paying jobs, strengthening local communities, and bolstering America’s national security.

In case you missed it, remarks from Secretary Wright and Burgum are below:

Secretary Wright:

America is back.

You, all of you here today, are bringing America back, making us greater and making us stronger. I could not be more humbled and proud to stand among you today. God bless what you do today and what you do every day.

I want to also thank President Trump. He worked tirelessly, even putting his own life at risk to go back to Washington to become our president again, to bring commonsense back to Washington, DC. It all left the city. He brought back common sense with a simple agenda unleash American energy, unleash American business, and unleash the American spirit.

And I see it here today with all of you. He’s from the East Coast. He’s a real estate developer. But instinctually he gets energy. He knows that energy is not one sector of the economy. It’s the sector of the economy that enables everything else, everything else.

I want to thank the governor of Louisiana. Giant projects like this, they’re not getting built in California, where I lived many years. They’re not getting built in a lot of places. This takes leadership and boldness. This governor of Louisiana has allowed a flourishing in the Louisiana Gulf Coast and across the state. Louisiana today exports more LNG than every state in the United States. This is number one.

That that that bar is going to be raised even higher because in the next several years, Louisiana will become a larger exporter of liquefied natural gas than any nation on Earth. You could be your own country and be number one.

Venture global, as we heard from Mike Sable, the great, bold founding CEO, has taken huge risk. They raised money from all across America, from American like us, to build this business and make a bet. Make a bet on American energy production.

The United States 15 years ago was the largest importer of natural gas in the world. And with bold entrepreneurs and leadership like President Trump, our governor in Louisiana, and Venture Global, today, the United States is the largest net exporter of natural gas in the world and growing strong, growing strong.

What’s the fastest growing source of energy on the planet by far is natural gas. I looked at this over the last 15 years. Nothing else is close. Oil is second, by the way. The fastest growing sense source of energy in the planet is natural gas. The largest producer of natural gas on the planet is the United States.

And so hence we’re growing our exports because of your work, because of your efforts, we’re going to increase the prosperity of America, increase the strength of America, increase the opportunities for Americans and for the citizens of the world.

Where does this gas go? What’s this gas going to do? It’s going to make fertilizer so farmers can grow more food and feed everyone. It’s by far the largest source of electricity in the United States. Natural gas is. It’s to make petrochemicals. All the clothes were wearing the toys. Our cars are our computers. Our phones. Those are all made of natural gas.

All the uses of natural gas, you can say. In short, they make our lives possible. They allow us to have a modern world and live these wonderful lives we live.

But that doesn’t fall from heaven. That doesn’t just fall on earth. It has to be made, produced and delivered. And that only happens with hard working people like you. You are changing the world. You are changing people’s lives.

I’ll end there. I just am humbled to be among you. I’m proud to be among you. I cannot overstate how important what you’re doing is and how aligned it is with the agenda of President Donald Trump. This guy wants America to be great. He wants America to be strong. He wants to lower our cost and expand opportunities for Americans.

A strong, energized, empowered America is not just good for Americans. It’s good for the world. God bless you. God bless America and God bless President Trump.

Secretary Burgum:

What a gorgeous day we have here today. And today is a day of gratitude. And it’s a day of celebration.

You’ve heard from the great speakers up here, my friend, Governor Jeff Landry. We’ve got two amazing entrepreneurs, Mike and Bob and the amazing Chris Wright. But we’re celebrating today American innovation, American entrepreneurship, and American workers. I stand here before you humbled because I can’t think of anything more patriotic.

There’s no place I’d rather be than here looking at all of you standing here among this, this creation that you’ve built. And it started with two guys that said, hey, maybe we can do something that’s never been done before. Maybe we can invent a new way to think about how we want to process natural gas. Maybe we can figure out that the U.S., instead of being a net importer, is going to be a net exporter.

And it was a couple of guys just sitting around a table that came up with the idea of Venture Global. Then you hear, it’s like when only in America, now is going to be one of the most important and influential energy companies in the world. That happens in our country only when we get the government out of the way.

It happens when we cut red tape. One of our pathways to energy dominance is just unleashing the incredible resources that we have in this country. Getting the red tape, getting the federal government off the back of the worker, off the back of companies, and so that everybody can do the amazing work and build projects like this.

And so, we’re celebrating that today. But I also said today is a day of gratitude. And I want to bring a message from President Trump to all of you, because President Trump fights for all of you every day. This guy I know everybody here, you work hard, you put in a long day, you go home, you get up and you do it the next day. He respects that. And you know what? He does that too.

This guy didn’t take a day off for the last 90 days before the election. Then the next day he got up and he didn’t. He didn’t take a day off. He just started jamming all the way through to January 20th. And then since January 20th, he’s gotten more done than any president in the history of the United States ever has in their first month and a half.

And somebody asked me, what’s it like working for the president? And I said, well said, you guys, you watch football. And they said, yeah, I watch football. I said, well, think about this. Think about the best football team ever assembled. The President Trump is the team owner and he’s the manager, and he’s the head coach, and he’s playing quarterback and he’s running a no huddle offense. And everybody that’s working for him has got to scramble back to the line for the next play, because we’re just going that fast every single day. And the change that he’s driving, the red tape that he’s cutting, it’s absolutely incredible. And one of the things that we’re here today, the announcement today is happening.

The prior administration had a full-on attack against U.S. energy. They literally were stopping the permitting, killing jobs, killing capital formation, the money to come together to build something like this. And you know what that did that hurt every American and it helped our adversaries. President Trump is fighting for you every day. And he’s fighting because he believes in the we have U.S. energy dominance. It does two things. It builds American prosperity, and it brings peace abroad.

We’re in two proxy wars right now. And both of our adversaries in those wars, Russia and Iran, Iran funding 24 terrorist groups. They’re funding those wars against us with energy production. With a facility like this where we can sell LNG around the world, we’re literally going to stop war.

So, when you guys go to work every day, tell yourselves you’re just not doing a job building the most amazing, most technological plant in the planet. The biggest construction project in North America. You’re also building world peace. And the other thing you’re also doing is you’re building prosperity here at home for everybody that’s here.

And it all starts with one thing, and that’s American energy. And you’re going to say it with me because with energy dominance part of our job is to cut red tape. And the other is we got to get more things flowing through those pipes heading towards Louisiana. And how are we going to do that?

You know, how we are going to do it is three words. What are we going to do. We’re going to drill, baby drill one more time. What are we going to do. We’re going to drill, baby drill. And when we do that, we’re also going to mine baby, mine. We’re going to get critical minerals going. So, we’re stop buying critical minerals from China. We’re going to map baby, map, and we get the US Geological Survey going back and actually discovering all the resources we have on America’s balance sheet.

People talk about America’s debt, $36 trillion in debt. Our assets could be 3 to 5 times more than that. But we don’t even know that because we’ve stopped looking for all the resource assets in this country. And we’re going to become an energy powerhouse. And with that, we’re going to bring inflation down for you and your families. And here at home, prosperity in America and world peace abroad.

That’s what you’re working on every day. How exciting is it to be here with all of you? And again, a message of gratitude for President Trump to you. Nothing more patriotic than American worker that’s working to build energy dominance for this country. Your impact? It carries far and wide. It touches people all over the world. And it certainly helps your kids and your grandkids, and it helps our country reduce our debt, do everything that we’re doing.

So, a big thank you from President Trump and a big thank you to the innovators and entrepreneurs that built this place and came up with the idea. And none of it happens without all of you. But let’s go. And what’s at the end? I want to say, I will say one thing when you’re doing when we’re doing this today, what are we doing together?

We’re making America great again. One more time. What are we doing? Making America great again. Thank you. Way to go, venture global. Thank you all.

###

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@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); a { color: var(–color-primary-main); } .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; font-family: Inter; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } In this Market Focus episode of the Oil & Gas Journal ReEnterprised podcast, Conglin Xu, managing editor, economics, takes a look into the LNG market shock caused by the effective closure of the Strait of Hormuz and the sudden loss of Qatari LNG supply as the Iran war continues. Xu speaks with Edward O’Toole, director of global gas analysis, RBAC Inc., to examine how these disruptions are intensifying global supply constraints at a time when European inventories were already under pressure following a colder-than-average winter and weaker storage levels. Drawing on RBAC’s G2M2 global gas market model, O’Toole outlines disruption scenarios analyzed in the firm’s recent report and explains how current events align with their findings. With global LNG production already operating near maximum utilization, the market response is being driven by higher prices and reduced consumption. Europe faces sharper price pressure due to storage refill needs, while Asian markets are expected to see greater demand reductions as consumers switch fuels. O’Toole underscores the importance of scenario-based modeling and supply diversification as geopolitical risk exposes structural vulnerabilities in the LNG market—offering insights for stakeholders navigating an increasingly uncertain global

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That embedded telemetry feeds adaptive tuning of Dynamic Load Balancing parameters, Data Center Quantized Congestion Notification (DCQCN) and failover logic without waiting for a threshold breach or a manual intervention. The platform architecture is layered. At the lowest levels, agents react in microseconds to link-level events such as transceiver flaps, rerouting leaf-spine traffic in milliseconds. At higher layers, agents make more strategic decisions about flow placement across the cluster. At the cloud layer, a large language model-based agent surfaces correlated insights to operators in natural language, allowing them to ask questions about specific jobs or alert conditions and receive context-aware responses. Karam argued that simply bolting an LLM onto an existing architecture does not deliver the same result. “If you ask it to do anything, it could hallucinate and bring down the network,” he said. “It doesn’t have any of the context or the data that’s required for this approach to be made safe.” Aria also exposes an MCP server, allowing external systems such as job schedulers and LLM routers to query network state directly and integrate it into their own decision-making. MFU and token efficiency as the target metrics Traditional networking is often evaluated in terms of bandwidth and latency. Aria is centering its platform around two metrics: Model FLOPS Utilization (MFU) and token efficiency. MFU is defined as the ratio of achieved FLOPS per accelerator to the theoretical peak. In practice, Karam said, MFU for training workloads typically runs between 33% and 45%, and inference often comes in below 30%. “The network has a major impact on the MFU, and therefore the token efficiency, because the network touches every aspect, every other component in your cluster,” Karam said.

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Nscale Expands AI Factory Strategy With Power, Platform, and Scale

Nscale has moved quickly from startup to serious contender in the race to build infrastructure for the AI era. Founded in 2024, the company has positioned itself as a vertically integrated “neocloud” operator, combining data center development, GPU fleet ownership, and a software stack designed to deliver large-scale AI compute. That model has helped it attract backing from investors including Nvidia, and in early March 2026 the company raised another $2 billion at a reported $14.6 billion valuation. Reuters has described Nscale’s approach as owning and operating its own data centers, GPUs, and software stack to support major customers including Microsoft and OpenAI. What makes Nscale especially relevant now is that it is no longer content to operate as a cloud intermediary or capacity provider. Over the past year, the company has increasingly framed itself as an AI hyperscaler and AI factory builder, seeking to combine land, power, data center shells, GPU procurement, customer offtake, and software services into a single integrated platform. Its acquisition of American Intelligence & Power Corporation, or AIPCorp, is the clearest signal yet of that shift, bringing energy infrastructure directly into the center of Nscale’s business model. The AIPCorp transaction is significant because it gives Nscale more than additional development capacity. The company said the deal includes the Monarch Compute Campus in Mason County, West Virginia, a site of up to 2,250 acres with a state-certified AI microgrid and a power runway it says can scale beyond 8 gigawatts. Nscale also said the acquisition establishes a new division, Nscale Energy & Power, headquartered in Houston, extending its platform further into power development. That positioning reflects a broader shift in the AI infrastructure market. The central bottleneck is no longer simply access to GPUs. It is the ability to assemble power, cooling, land, permits, data center

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Google Research touts memory-compression breakthrough for AI processing

The last time the market witnessed a shakeup like this was China’s DeepSeek, but doubts emerged quickly about its efficacy. Developers found DeepSeek’s efficiency gains required deep architectural decisions that had to be built in from the start. TurboQuant requires no retraining or fine-tuning. You just drop it straight into existing inference pipelines, at least in theory. If it works in production systems with no retrofitting, then data center operators will get tremendous performance gains on existing hardware. Data center operators won’t have to throw hardware at the performance problem. However, analysts urge caution before jumping to conclusions. “This is a research breakthrough, not a shipping product,” said Alex Cordovil, research director for physical infrastructure at The Dell’Oro Group. “There’s often a meaningful gap between a published paper and real-world inference workloads.” Also, Dell’Oro notes that efficiency gains in AI compute tend to get consumed by more demand, known as the Jevons paradox. “Any freed-up capacity would likely be absorbed by frontier models expanding their capabilities rather than reducing their hardware footprint.” Jim Handy, president of Objective Analysis, agrees on that second part. “Hyperscalers won’t cut their spending – they’ll just spend the same amount and get more bang for their buck,” he said. “Data centers aren’t looking to reach a certain performance level and subsequently stop spending on AI. They’re looking to out-spend each other to gain market dominance. This won’t change that.” Google plans to present a paper outlining TurboQuant at the ICLR conference in Rio de Janeiro running from April 23 through April 27.

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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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