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Nvidia moves to accelerate storage access, boost industry cooperation

Nvidia also said it will be a leader of a new memory and storage industry initiative called Storage-Next. Storage-Next will bring together over 40 storage makers, controller vendors, thermal design, cooling and orchestration operators, and standards bodies to align on how GPU-driven storage should behave — then turn these advancements into interoperable, open industry standards, Hardy stated. The group will include DDN, Kioxa and Micron, each contributing to AI storage technologies. “The initiative is grounded in accelerated data access for large AI datasets. To support this effort, Nvidia offers scaled, accelerated data access or SCADA — a framework that lets massively parallel GPUs pull only the data necessary for the application directly from storage into their own high-speed memory,” Hardy stated. Storage vendor DDN is integrating SCADA with Infinia, its software-defined, AI-native data intelligence platform, for example. “Our collaboration with Nvidia is helping create a more direct, efficient connection between GPUs and data — keeping accelerated computing resources productive, speeding time to insight and enabling customers to achieve stronger business and financial returns from their AI investments,” stated Sven Oehme, chief technology officer at DDN, in the Hardy blog.

Read More »

Moo! LoRaWAN makes it easier to connect more things to the low power networking protocol—even cattle

TR016 extends coverage into locations gateways cannot reach A base station cannot always reach an end device directly, whether the sensor sits underground, inside a building’s inner shaft or at the bottom of a well. “These are extremely challenging RF places that you cannot directly reach from base stations down to the sensor,” Yegin said. LoRaWAN Relay addresses that gap, providing a range extender capability. A relay node picks up the LoRaWAN frame from the end device and forwards it to the base station, using LoRaWAN on both the device-facing and network-facing side. Relay itself is not new. TR016 adds technical guidance for the device makers and network operators building on it. That includes constraints on how many devices a single relay can support, a limit driven by keeping relay hardware cheap enough to run on batteries. It also includes recommendations for when a relay makes more sense than deploying an additional base station.

Read More »

Data center energy constraints and moratoriums are mounting. Expect to see stalled AI projects

Fuel cells are more efficient, he says, and don’t emit particulates, but they’re more expensive and less reliable than generators and have other operational issues. One company that recently decided to go with fuel cells is Oracle, which will use 2.45 gigawatts worth of fuel cells to power its Project Jupiter data center in New Mexico, replacing the previous plan to use gas turbines and diesel generators. According to Oracle, the fuel cells will significantly reduce emissions, use only a “negligible” amount of water, and be quieter than turbines and generators. Plus, the on-site power generation will help protect energy rates of area residents. “If you want to build a data center, there’s a better way to build it,” says Natalie Sunderland, chief marketing and communications officer at Bloom Energy, which makes the fuel cells that Oracle plans to deploy. And companies aren’t about to scale back on their AI ambitions or reduce their demands for data centers, she says.

Read More »

The Download: US robot restrictions, and ICE’s DNA grab

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Trump’s AI protectionism has come for robotics   —James O’Donnell  Humanoid robots usually elicit more cringe than awe: They stumble, kick children, and despite advances are still worse at using their hands than my toddler. It’s a nascent industry, and such robots are more commonly seen in viral videos than real workplaces or homes.  It was a surprise, then, when last week the Federal Trade Commission issued a sweeping ban on foreign imports of advanced robots, including humanoids, quadrupeds, and wheeled robots. 
The decision should be understood not as another chapter in the old China trade playbook, but as evidence that the Trump administration is expanding its protection of the AI industry beyond today’s leading labs. It is now willing to step in on behalf of an emerging robotics sector that is still barely finding its footing. Read our analysis to understand the ban’s potential impact. This story is from The Algorithm, our weekly newsletter all about the latest goings-on in the world of AI. Sign up to receive it in your inbox every Monday.
The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 ICE collected nearly one million people’s DNA last year Most of them have never been convicted of any crime. (Wired $) 2 China is poised to win the technologies of the futureIt’s already a high-tech hardware powerhouse, but it increasingly has its sights set on software too. (New Yorker $)+ US tech and political leaders are freaking out, but few seem to agree how to respond. (Vox $) + What’s next for Chinese open-source AI. (MIT Technology Review)3 AI “tokenomics” is a burgeoning new field Businesses are pouring a lot of money into AI. Now they want to see what they’re getting in return. (NYT $)+ Why it’s proving so hard to make AI pay. (BBC)+ The US economy is becoming more and more reliant on the AI boom. (WSJ $)4 Eli Lilly is letting people apply to try an unapproved obesity drugRetatrutide is still in clinical trials, but certain patients can gain early access. (STAT $) + Montana’s plan to become an experimental medical hub just pushed forward. (MIT Technology Review)5 Inside the one US town that wants a data center Jay in Maine is a reminder that politics is all about the local. (The Atlantic $)+ How data centers broke US politics. (Wired $)6 Flock license plate readers can have a shockingly high error rateIn one California town, Flock misread license plates in 71% of the alerts it sent to police. (BI $)+ A leaked guide shows how Flock teaches cops to promote its tech. (404 Media $)7 A drone explosion on a beach in Russia killed seven people It seems to have been caused by Russian forces shooting down a Ukrainian drone. (CNN)+ A US company won a $100 million deal to give Ukrainian drones an AI upgrade. (Ars Technica)+ Europe’s drone-filled vision for the future of war. (MIT Technology Review) 8 How car headlights became so brightLots of modern cars still blind other drivers on the road. That could change soon though, thanks to new tech. (Ars Technica) 9 A $2 million crime novel deal collapsed over AI use concernsAnd the agent and the writer involved have, erm…rather differing accounts of what happened. (Guardian) 10 AI matchmaking services are on the rise 💑🤖Online daters hope it might prove better at finding them love than fruitless swiping. (WSJ $)

Quote of the day “Just a little too pleasant to be human.” —North Carolina resident Kristen Charpentier tells Wired how she could tell she was talking to AI when ordering at a Dairy Queen drive-thru. One More Thing GETTY IMAGES How to have a child in the digital age  Before journalist and culture critic Amanda Hess even got pregnant with her first child, in 2020, the internet knew she was trying. She saw pregnancy ads way before a doctor.    Hess’s experience is pretty typical these days, but still raises some big questions. How do we retain control over our bodies when corporations have access to our most personal information? What happens when people stop relying on friends and family for advice on having a kid and instead go online? 
Read our interview with Hess to learn what she has to say.  —Alison Arieff
We can still have nice things

Read More »

Cisco exec testifies at US Senate panel on AI’s network impact

“We will explore how widespread AI use has forced networks to evolve, requiring more capacity and more complex designs so that AI can run efficiently on those networks,” said U.S. Senator Deb Fischer (R-Neb), Chairman of the Senate Commerce Subcommittee on Telecommunications and Media, in her opening statement. “We will consider how government, providers, and other industries are responding to that demand. Private companies have invested hundreds of billions of dollars in network deployment in recent years. Various federal broadband programs have also provided billions to support targeted network deployment and maintenance throughout the country.” Others who testified came from organizations including U.S. Telecom, Vanderbilt University, and Nebraska Public Service Commission. “AI is changing not only the volume of network traffic, but the behavior. Cisco measured a fourfold increase in AI inference traffic over eight months. Networks have traditionally been optimized for content flowing downstream. AI is far more two-way and uplink-intensive: prompts, context, sensor data, and agent activity all travel back toward AI models, and the resulting connections are active longer than conventional web transactions,” said Everson. “AI agents amplify these effects by operating at software speed. In our testing, an agent generated 450 percent more traffic than a person performing the same task, and roughly 70 percent of that additional traffic was inference.”

Read More »

Trump’s AI protectionism has come for robotics

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. Humanoid robots usually elicit more cringe than awe: They stumble, kick children, and despite advances are still worse at using their hands than my toddler. It’s a nascent industry, and such robots are more commonly seen in viral videos than real workplaces or homes.  It was a surprise, then, when last week the Federal Trade Commission issued a sweeping ban on foreign imports of advanced robots, including humanoids, quadrupeds, and wheeled robots. The decision, made by an increasingly partisan and Trump-aligned FTC, cites two reasons. One is that foreign-made humanoids will collect so much data—in homes but also potentially at sensitive facilities—that they’d pose a threat to national security. The second is that US robotics companies need protection from Chinese competition to create a more robust and secure domestic supply chain. On its face, it’s a strategy to align political and industry interests that is much older than the Trump administration. Whenever China has gotten good at offering cheap versions of strategic technologies like solar panels, electric vehicles, and drones, the US government has tried to stop it from flooding the market by using tariffs or rules on how government agencies purchase the tech. Such moves are always followed by debates about whether the trade-offs—particularly higher prices for consumers—are worth the benefits.
But robotics is now best seen as another piece of the AI industry—in many ways its cutting edge. And the Trump administration is taking an increasingly aggressive approach to protecting the US AI industry, reportedly considering a ban on open-source Chinese models that often rival those from OpenAI and Anthropic while costing far less. Such a move would block businesses from realizing an estimated $25 billion in annual savings. The ban on humanoids, then, should be understood not as another chapter in the old China trade playbook, but as evidence that the Trump administration is expanding its protection of the AI industry beyond today’s leading labs. It is now willing to step in on behalf of an emerging robotics sector that is still barely finding its footing.
Some US robotics companies unsurprisingly welcome the FTC’s new move. Gavin Kenneally, CEO of a company called Ghost Robotics that makes four-legged robots for inspections, says the cybersecurity risks from foreign-made robots are real (an FTC document released as part of the ruling cited an incident in which a man was able to gain control of 7,000 robot vacuum cleaners). “If today’s announcement encourages stronger cybersecurity and a more level competitive environment, that’s good for customers and good for the robotics industry,” Kenneally said in an email. But if the new rule aims to boost US robotics companies, there’s a big flaw. Those companies, as well as academic robotics labs, are hugely reliant on cheap robots from China to do research. They’re building fleets of robots that constantly learn new tasks—from flipping waffles to doing laundry—and frequently buy Chinese humanoids instead of US-made ones. The new ruling “creates a challenge for US humanoid researchers,” says Aaron Prather, director of market intelligence for the Association for Advancing Automation, a robotics trade group. “Chinese models offer the best price-to-capability ratio available.” Prather adds that a recent internal review his organization conducted found that 90% of recent robotics research papers from US universities relied on robots from Unitree, China’s top humanoid robotics company. That price gap can be huge. A four-legged robot from Unitree can cost around $4,600. A comparable one from Boston Dynamics might run to $278,000. If robotics research is stunted because these cheap robots are no longer available, the FTC ruling could slow down the industry, not boost it. The US and Chinese robotics industries are in starkly different places. Unitree plans to go public this week, targeting a nearly $6 billion evaluation. No robotics companies in the US offer any meaningful comparison, but those that do exist are undeniably moving fewer robots. Figure’s humanoids are not yet selling at scale, and 1X’s robots aren’t yet shipping to homes. That said, work on humanoids is going increasingly mainstream, as a release from Google last week made clear. The company announced a new AI model meant to make humanoids learn new tasks faster; its most impressive ability appears to be tying a trash bag, but given how finicky robot hands are, that’s real progress.  Even though the many carve-outs in the FTC’s order make its practical impact hard to predict, its symbolic impact is easy to see. The administration sees humanoid robotics not as a novelty, but as a strategic frontier of AI worth protecting from foreign competition. For a technology that until recently was mostly known for falling over onstage, that’s a big change.

Read More »

Nvidia moves to accelerate storage access, boost industry cooperation

Nvidia also said it will be a leader of a new memory and storage industry initiative called Storage-Next. Storage-Next will bring together over 40 storage makers, controller vendors, thermal design, cooling and orchestration operators, and standards bodies to align on how GPU-driven storage should behave — then turn these advancements into interoperable, open industry standards, Hardy stated. The group will include DDN, Kioxa and Micron, each contributing to AI storage technologies. “The initiative is grounded in accelerated data access for large AI datasets. To support this effort, Nvidia offers scaled, accelerated data access or SCADA — a framework that lets massively parallel GPUs pull only the data necessary for the application directly from storage into their own high-speed memory,” Hardy stated. Storage vendor DDN is integrating SCADA with Infinia, its software-defined, AI-native data intelligence platform, for example. “Our collaboration with Nvidia is helping create a more direct, efficient connection between GPUs and data — keeping accelerated computing resources productive, speeding time to insight and enabling customers to achieve stronger business and financial returns from their AI investments,” stated Sven Oehme, chief technology officer at DDN, in the Hardy blog.

Read More »

Moo! LoRaWAN makes it easier to connect more things to the low power networking protocol—even cattle

TR016 extends coverage into locations gateways cannot reach A base station cannot always reach an end device directly, whether the sensor sits underground, inside a building’s inner shaft or at the bottom of a well. “These are extremely challenging RF places that you cannot directly reach from base stations down to the sensor,” Yegin said. LoRaWAN Relay addresses that gap, providing a range extender capability. A relay node picks up the LoRaWAN frame from the end device and forwards it to the base station, using LoRaWAN on both the device-facing and network-facing side. Relay itself is not new. TR016 adds technical guidance for the device makers and network operators building on it. That includes constraints on how many devices a single relay can support, a limit driven by keeping relay hardware cheap enough to run on batteries. It also includes recommendations for when a relay makes more sense than deploying an additional base station.

Read More »

Data center energy constraints and moratoriums are mounting. Expect to see stalled AI projects

Fuel cells are more efficient, he says, and don’t emit particulates, but they’re more expensive and less reliable than generators and have other operational issues. One company that recently decided to go with fuel cells is Oracle, which will use 2.45 gigawatts worth of fuel cells to power its Project Jupiter data center in New Mexico, replacing the previous plan to use gas turbines and diesel generators. According to Oracle, the fuel cells will significantly reduce emissions, use only a “negligible” amount of water, and be quieter than turbines and generators. Plus, the on-site power generation will help protect energy rates of area residents. “If you want to build a data center, there’s a better way to build it,” says Natalie Sunderland, chief marketing and communications officer at Bloom Energy, which makes the fuel cells that Oracle plans to deploy. And companies aren’t about to scale back on their AI ambitions or reduce their demands for data centers, she says.

Read More »

The Download: US robot restrictions, and ICE’s DNA grab

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Trump’s AI protectionism has come for robotics   —James O’Donnell  Humanoid robots usually elicit more cringe than awe: They stumble, kick children, and despite advances are still worse at using their hands than my toddler. It’s a nascent industry, and such robots are more commonly seen in viral videos than real workplaces or homes.  It was a surprise, then, when last week the Federal Trade Commission issued a sweeping ban on foreign imports of advanced robots, including humanoids, quadrupeds, and wheeled robots. 
The decision should be understood not as another chapter in the old China trade playbook, but as evidence that the Trump administration is expanding its protection of the AI industry beyond today’s leading labs. It is now willing to step in on behalf of an emerging robotics sector that is still barely finding its footing. Read our analysis to understand the ban’s potential impact. This story is from The Algorithm, our weekly newsletter all about the latest goings-on in the world of AI. Sign up to receive it in your inbox every Monday.
The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 ICE collected nearly one million people’s DNA last year Most of them have never been convicted of any crime. (Wired $) 2 China is poised to win the technologies of the futureIt’s already a high-tech hardware powerhouse, but it increasingly has its sights set on software too. (New Yorker $)+ US tech and political leaders are freaking out, but few seem to agree how to respond. (Vox $) + What’s next for Chinese open-source AI. (MIT Technology Review)3 AI “tokenomics” is a burgeoning new field Businesses are pouring a lot of money into AI. Now they want to see what they’re getting in return. (NYT $)+ Why it’s proving so hard to make AI pay. (BBC)+ The US economy is becoming more and more reliant on the AI boom. (WSJ $)4 Eli Lilly is letting people apply to try an unapproved obesity drugRetatrutide is still in clinical trials, but certain patients can gain early access. (STAT $) + Montana’s plan to become an experimental medical hub just pushed forward. (MIT Technology Review)5 Inside the one US town that wants a data center Jay in Maine is a reminder that politics is all about the local. (The Atlantic $)+ How data centers broke US politics. (Wired $)6 Flock license plate readers can have a shockingly high error rateIn one California town, Flock misread license plates in 71% of the alerts it sent to police. (BI $)+ A leaked guide shows how Flock teaches cops to promote its tech. (404 Media $)7 A drone explosion on a beach in Russia killed seven people It seems to have been caused by Russian forces shooting down a Ukrainian drone. (CNN)+ A US company won a $100 million deal to give Ukrainian drones an AI upgrade. (Ars Technica)+ Europe’s drone-filled vision for the future of war. (MIT Technology Review) 8 How car headlights became so brightLots of modern cars still blind other drivers on the road. That could change soon though, thanks to new tech. (Ars Technica) 9 A $2 million crime novel deal collapsed over AI use concernsAnd the agent and the writer involved have, erm…rather differing accounts of what happened. (Guardian) 10 AI matchmaking services are on the rise 💑🤖Online daters hope it might prove better at finding them love than fruitless swiping. (WSJ $)

Quote of the day “Just a little too pleasant to be human.” —North Carolina resident Kristen Charpentier tells Wired how she could tell she was talking to AI when ordering at a Dairy Queen drive-thru. One More Thing GETTY IMAGES How to have a child in the digital age  Before journalist and culture critic Amanda Hess even got pregnant with her first child, in 2020, the internet knew she was trying. She saw pregnancy ads way before a doctor.    Hess’s experience is pretty typical these days, but still raises some big questions. How do we retain control over our bodies when corporations have access to our most personal information? What happens when people stop relying on friends and family for advice on having a kid and instead go online? 
Read our interview with Hess to learn what she has to say.  —Alison Arieff
We can still have nice things

Read More »

Cisco exec testifies at US Senate panel on AI’s network impact

“We will explore how widespread AI use has forced networks to evolve, requiring more capacity and more complex designs so that AI can run efficiently on those networks,” said U.S. Senator Deb Fischer (R-Neb), Chairman of the Senate Commerce Subcommittee on Telecommunications and Media, in her opening statement. “We will consider how government, providers, and other industries are responding to that demand. Private companies have invested hundreds of billions of dollars in network deployment in recent years. Various federal broadband programs have also provided billions to support targeted network deployment and maintenance throughout the country.” Others who testified came from organizations including U.S. Telecom, Vanderbilt University, and Nebraska Public Service Commission. “AI is changing not only the volume of network traffic, but the behavior. Cisco measured a fourfold increase in AI inference traffic over eight months. Networks have traditionally been optimized for content flowing downstream. AI is far more two-way and uplink-intensive: prompts, context, sensor data, and agent activity all travel back toward AI models, and the resulting connections are active longer than conventional web transactions,” said Everson. “AI agents amplify these effects by operating at software speed. In our testing, an agent generated 450 percent more traffic than a person performing the same task, and roughly 70 percent of that additional traffic was inference.”

Read More »

Trump’s AI protectionism has come for robotics

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. Humanoid robots usually elicit more cringe than awe: They stumble, kick children, and despite advances are still worse at using their hands than my toddler. It’s a nascent industry, and such robots are more commonly seen in viral videos than real workplaces or homes.  It was a surprise, then, when last week the Federal Trade Commission issued a sweeping ban on foreign imports of advanced robots, including humanoids, quadrupeds, and wheeled robots. The decision, made by an increasingly partisan and Trump-aligned FTC, cites two reasons. One is that foreign-made humanoids will collect so much data—in homes but also potentially at sensitive facilities—that they’d pose a threat to national security. The second is that US robotics companies need protection from Chinese competition to create a more robust and secure domestic supply chain. On its face, it’s a strategy to align political and industry interests that is much older than the Trump administration. Whenever China has gotten good at offering cheap versions of strategic technologies like solar panels, electric vehicles, and drones, the US government has tried to stop it from flooding the market by using tariffs or rules on how government agencies purchase the tech. Such moves are always followed by debates about whether the trade-offs—particularly higher prices for consumers—are worth the benefits.
But robotics is now best seen as another piece of the AI industry—in many ways its cutting edge. And the Trump administration is taking an increasingly aggressive approach to protecting the US AI industry, reportedly considering a ban on open-source Chinese models that often rival those from OpenAI and Anthropic while costing far less. Such a move would block businesses from realizing an estimated $25 billion in annual savings. The ban on humanoids, then, should be understood not as another chapter in the old China trade playbook, but as evidence that the Trump administration is expanding its protection of the AI industry beyond today’s leading labs. It is now willing to step in on behalf of an emerging robotics sector that is still barely finding its footing.
Some US robotics companies unsurprisingly welcome the FTC’s new move. Gavin Kenneally, CEO of a company called Ghost Robotics that makes four-legged robots for inspections, says the cybersecurity risks from foreign-made robots are real (an FTC document released as part of the ruling cited an incident in which a man was able to gain control of 7,000 robot vacuum cleaners). “If today’s announcement encourages stronger cybersecurity and a more level competitive environment, that’s good for customers and good for the robotics industry,” Kenneally said in an email. But if the new rule aims to boost US robotics companies, there’s a big flaw. Those companies, as well as academic robotics labs, are hugely reliant on cheap robots from China to do research. They’re building fleets of robots that constantly learn new tasks—from flipping waffles to doing laundry—and frequently buy Chinese humanoids instead of US-made ones. The new ruling “creates a challenge for US humanoid researchers,” says Aaron Prather, director of market intelligence for the Association for Advancing Automation, a robotics trade group. “Chinese models offer the best price-to-capability ratio available.” Prather adds that a recent internal review his organization conducted found that 90% of recent robotics research papers from US universities relied on robots from Unitree, China’s top humanoid robotics company. That price gap can be huge. A four-legged robot from Unitree can cost around $4,600. A comparable one from Boston Dynamics might run to $278,000. If robotics research is stunted because these cheap robots are no longer available, the FTC ruling could slow down the industry, not boost it. The US and Chinese robotics industries are in starkly different places. Unitree plans to go public this week, targeting a nearly $6 billion evaluation. No robotics companies in the US offer any meaningful comparison, but those that do exist are undeniably moving fewer robots. Figure’s humanoids are not yet selling at scale, and 1X’s robots aren’t yet shipping to homes. That said, work on humanoids is going increasingly mainstream, as a release from Google last week made clear. The company announced a new AI model meant to make humanoids learn new tasks faster; its most impressive ability appears to be tying a trash bag, but given how finicky robot hands are, that’s real progress.  Even though the many carve-outs in the FTC’s order make its practical impact hard to predict, its symbolic impact is easy to see. The administration sees humanoid robotics not as a novelty, but as a strategic frontier of AI worth protecting from foreign competition. For a technology that until recently was mostly known for falling over onstage, that’s a big change.

Read More »

Nuclear Lifecycle Innovation Campuses Contenders Announced

WASHINGTON—The U.S. Department of Energy (DOE) today announced the selection of Utah, Tennessee, Oklahoma, Louisiana, and Idaho as potential host states for Nuclear Lifecycle Innovation Campuses, a new effort to strengthen and modernize the nation’s full nuclear fuel cycle. The campuses will attract significant investment, expand domestic manufacturing, and create thousands of new high-paying jobs in their respective regions. Following record levels of interest in the application process, U.S. Secretary of Energy Chris Wright signed Memorandums of Understanding with the five states to continue exploring opportunities to host Innovation Campuses and support President Trump’s bold vision for American energy dominance and national energy security. “I’m pleased to announce that after reviewing 28 applications from 26 states, the Energy Department has selected five initial contenders to further explore building Nuclear Lifecycle Innovation Campuses,” Secretary Wright said. “These campuses will be massive generators of economic growth, create thousands of high-paying jobs, and be crucial to unleashing America’s nuclear renaissance. The innovative concept is a direct result of President Trump’s leadership and ambitious directives to restore the domestic nuclear fuel cycle and get America’s nuclear industry growing again.”  “Utah welcomes the chance to help America reclaim its leadership in civil nuclear energy,” said Utah Governor Spencer J. Cox. “We’re building the advanced technologies that will drive affordable, abundant power across our country. Through Operation Gigawatt, Utah is developing the entire nuclear lifecycle, from fuel production to advanced reactor deployment—strengthening our national security while helping secure America’s energy independence. This campus will accelerate that work.” “As the global epicenter of nuclear energy, Tennessee is honored to be selected as a potential host for a Nuclear Lifecycle Innovation Campus,” said Tennessee Governor Bill Lee. “As our state answered the call during the Manhattan Project and helped shape the course of history, Tennessee stands ready once again

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Energy Secretary Secures Grid Across 17 States Amid Period of Hot Weather

WASHINGTON—The U.S. Department of Energy (DOE) issued an emergency order to keep Americans across 17 states powered during the region’s energy emergency brought on by hot weather conditions. The order directs the Southwest Power Pool, Inc. (SPP) to dispatch specified generation units and to order their operation as needed to maintain reliability. The order also authorizes SPP to direct backup generation resources to operate as a last resort before declaring an Energy Emergency Alert (EEA) 3 or during an EEA 3. The order was issued pursuant to a request from SPP. “The Trump Administration is tapping into an abundant supply of unused backup generation to maintain affordable, reliable, and secure power for hardworking American families and businesses,” said U.S. Secretary of Energy Chris Wright. “The previous administration’s energy subtraction policies weakened the grid, leaving Americans more vulnerable during emergency events. Thanks to President Trump’s leadership, we are reversing those failures and using every available tool to ensure Americans have continued access to affordable, reliable, and secure energy to power and cool their homes.” DOE estimates more than 35 gigawatts (GW) of unused backup generation remain available nationwide. On day one of his second term, President Trump declared a national energy emergency after the Biden administration’s energy subtraction agenda left behind a grid increasingly vulnerable to blackouts. Power outages cost the American people $44 billion per year, according to data from DOE’s National Laboratories. This order mitigates the possibility of power outages in the region and highlights the commonsense policies of the Trump Administration to ensure Americans have access to affordable, reliable, and secure electricity. The order is effective on July 26, 2026, and shall expire at 11:59 PM CDT on August 3, 2026.                                   

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Magnolia expands Giddings position with $4-billion WildFire Energy acquisition

In the filing, Magnolia said WildFire’s second-quarter 2025 production is expected to average 53,000 boe/d, about 70% oil, primarily from the Eagle Ford, Austin Chalk, and Woodbine formations. Magnolia said the acquisition would strengthen its position in the Eagle Ford/Austin Chalk trend by expanding its inventory of high-return drilling locations, adding development flexibility and longer laterals, and leveraging its technical expertise to improve well performance and lower costs. “WildFire has a large, low-decline oily PDP base with historic development centered on the Eagle Ford. While there are significant future Eagle Ford development opportunities, our technical teams see extensive future potential in the Austin Chalk with further upside in the Woodbine as well as other appraisal opportunities that should expand on our success in Giddings since 2018,” said Chris Stavros, Magnolia’s chairman, president, and chief executive officer. The deal is expected to result in a pro forma position in Giddings of more than 1.25 million net acres, add more than 500 miles of gas-gathering pipelines, and offer various cost savings, the company said. “Magnolia is guiding to $100 million in run rate synergies by the end of 2027, with savings coming from the chance to deploy long laterals, shared facilities and infrastructure and additional sand sourcing for operations from WildFire’s in-basin mine. As always, successful execution will be key for the longer-term success of the deal,” Enverus’ Dittmar said. Total consideration consists of $2.65 billion in cash, 32.2 million shares of Magnolia Class A common stock, and the assumption of $600 million of outstanding debt.

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Vår Energi inks deal to acquire BlueNord

Vår Energi ASA has agreed to buy BlueNord ASA as part of a proposed merger that, if completed, will expand Vår Energi’s presence beyond the Norwegian Continental Shelf (NCS), positioning the operator as Europe’s largest independent oil and gas producer. Acqusition of BlueNord would add producing assets on the Danish Continental Shelf (DCS) to Vår Energi’s current holdings, with the combined post-merger portfolio anticipated to lift long-term production to about 450,000 boe/d, with about 2.4 billion boe of reserves and resources and an estimated reserve and resource life of about 15 years. BlueNord’s portfolio includes interests in the Tyra, Halfdan, Dan, and Gorm hub areas, which are part of the Danish Underground Consortium operated by TotalEnergies SE. The assets are expected to contribute about 45,000 boe/d of net production beginning in 2026 and include about 195 million boe of net 2P reserves and 2C contingent resources, extending production beyond 2040. “The transaction marks a significant milestone in Vår Energi’s growth journey, creating the largest independent producer of oil and gas in Europe with a long-term production target of [about 450,000 b/d] and reinforcing our role as a reliable and secure supplier of energy to Europe,” said Nick Walker, Vår Energi’s chief executive officer. Vår Energi said the DCS assets complement its existing North Sea operations because of their geological, operational, and fiscal similarities to the NCS. The combination also expands the company’s exposure to European natural gas markets through access to the Nybro and Den Helder gas delivery points. The combined portfolio would maintain a production mix of about 65% oil and 35% natural gas, with operating costs projected to remain at $10-11/boe. The proposed merger remains subject to approval by BlueNord shareholders, regulatory and governmental approvals, license and partner consent, and other customary conditions. If approved, the companies said

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Bahrain’s GPIC enlists Fluor for new unit at Sitra complex

Gulf Petrochemical Industries Co. (GPIC) has awarded Fluor Corp. a contract to execute front-end engineering and design (FEED) for a proposed aromatics plant to be built at GPIC’s petrochemicals complex located across 60 hectares of reclaimed land in Sitra, Bahrain. As part of the contract, Fluor will deliver a FEED study based on commercially proven process technologies for the plant’s targeted production of 1.2 million tonnes/year (tpy) of paraxylene and 500,000 tpy of benzene, the service provider said on July 21. Critical building blocks for plastics, polyester fibers, and packaging materials, paraxylene and benzene production from the plant would help meet global demand for high‑performance consumer and industrial products, as well as expand capabilities of GPIC’s current operations at Sitra, Fluor said. GPIC’s existing complex currently uses a feedstock of natural gas domestically produced in Bahrain to produce about 1.2 million tonnes/day of ammonia, 1.2 million tonnes/day of methanol, and 1.7 million tonnes/day of urea. Neither Fluor nor GPIC revealed details regarding a timeline for completion of the proposed aromatics plant. GPIC is a joint venture of Bahrain Petroleum Co. (33.3%), SABIC Agri-Nutrients Investment Co. (33.3%), and Kuwait’s Petrochemical Industries Co. (PIC; 33.3%).

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Oil prices surge as Hormuz, Bab el-Mandeb risks escalate amid renewed US–Iran tensions

Oil prices jumped on Wednesday, July 22, with escalating geopolitical tensions and mounting risks to key maritime chokepoints driving the rally. International Brent crude rose nearly 5% to above $95/bbl, its highest level in almost 6 weeks, while US crude climbed more than 4% to above $88/bbl. The gains extend a strong upward trend, with prices up about 30% since the start of the month and more than 55% year to date, reversing declines seen after a mid-June memorandum of understanding (MOU) between the US and Iran. Stay updated on oil price volatility, shipping disruptions, LNG market analysis, and production output through OGJ’s Iran war content hub. The earlier agreement, aimed at de-escalating conflict and reopening the Strait of Hormuz, was declared “over” on July 8 by President Donald Trump. Since then, hostilities have intensified, with US forces carrying out an 11th consecutive night of strikes on Iran. Comments from US Secretary of State Marco Rubio further dampened expectations for near-term diplomacy, noting that while Washington remains open to talks, Iran does not appear to be engaging seriously. At the same time, security risks to global shipping have increased. The UK Maritime Trade Operations (UKMTO)  has reported multiple recent attacks on vessels in the region, including incidents that forced crews to abandon ships. As a result, traffic through the Strait of Hormuz has fallen sharply, with just 13 vessels transiting Monday and 9 on Tuesday, according to MarineTraffic data. Concerns are also growing at the Bab el-Mandeb Strait, another critical oil transit route linking the Red Sea to the Gulf of Aden. Iranian-backed Houthi forces in Yemen have threatened a maritime blockade targeting Saudi Arabia, raising fears of broader supply disruptions. While vessel traffic through Bab el-Mandeb remains relatively steady—73 ships transited Tuesday—it has edged lower and signs of hesitation among

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AI means the end of internet search as we’ve known it

We all know what it means, colloquially, to google something. You pop a few relevant words in a search box and in return get a list of blue links to the most relevant results. Maybe some quick explanations up top. Maybe some maps or sports scores or a video. But fundamentally, it’s just fetching information that’s already out there on the internet and showing it to you, in some sort of structured way.  But all that is up for grabs. We are at a new inflection point. The biggest change to the way search engines have delivered information to us since the 1990s is happening right now. No more keyword searching. No more sorting through links to click. Instead, we’re entering an era of conversational search. Which means instead of keywords, you use real questions, expressed in natural language. And instead of links, you’ll increasingly be met with answers, written by generative AI and based on live information from all across the internet, delivered the same way.  Of course, Google—the company that has defined search for the past 25 years—is trying to be out front on this. In May of 2023, it began testing AI-generated responses to search queries, using its large language model (LLM) to deliver the kinds of answers you might expect from an expert source or trusted friend. It calls these AI Overviews. Google CEO Sundar Pichai described this to MIT Technology Review as “one of the most positive changes we’ve done to search in a long, long time.”
AI Overviews fundamentally change the kinds of queries Google can address. You can now ask it things like “I’m going to Japan for one week next month. I’ll be staying in Tokyo but would like to take some day trips. Are there any festivals happening nearby? How will the surfing be in Kamakura? Are there any good bands playing?” And you’ll get an answer—not just a link to Reddit, but a built-out answer with current results.  More to the point, you can attempt searches that were once pretty much impossible, and get the right answer. You don’t have to be able to articulate what, precisely, you are looking for. You can describe what the bird in your yard looks like, or what the issue seems to be with your refrigerator, or that weird noise your car is making, and get an almost human explanation put together from sources previously siloed across the internet. It’s amazing, and once you start searching that way, it’s addictive.
And it’s not just Google. OpenAI’s ChatGPT now has access to the web, making it far better at finding up-to-date answers to your queries. Microsoft released generative search results for Bing in September. Meta has its own version. The startup Perplexity was doing the same, but with a “move fast, break things” ethos. Literal trillions of dollars are at stake in the outcome as these players jockey to become the next go-to source for information retrieval—the next Google. Not everyone is excited for the change. Publishers are completely freaked out. The shift has heightened fears of a “zero-click” future, where search referral traffic—a mainstay of the web since before Google existed—vanishes from the scene.  I got a vision of that future last June, when I got a push alert from the Perplexity app on my phone. Perplexity is a startup trying to reinvent web search. But in addition to delivering deep answers to queries, it will create entire articles about the news of the day, cobbled together by AI from different sources.  On that day, it pushed me a story about a new drone company from Eric Schmidt. I recognized the story. Forbes had reported it exclusively, earlier in the week, but it had been locked behind a paywall. The image on Perplexity’s story looked identical to one from Forbes. The language and structure were quite similar. It was effectively the same story, but freely available to anyone on the internet. I texted a friend who had edited the original story to ask if Forbes had a deal with the startup to republish its content. But there was no deal. He was shocked and furious and, well, perplexed. He wasn’t alone. Forbes, the New York Times, and Condé Nast have now all sent the company cease-and-desist orders. News Corp is suing for damages.  People are worried about what these new LLM-powered results will mean for our fundamental shared reality. It could spell the end of the canonical answer. It was precisely the nightmare scenario publishers have been so afraid of: The AI was hoovering up their premium content, repackaging it, and promoting it to its audience in a way that didn’t really leave any reason to click through to the original. In fact, on Perplexity’s About page, the first reason it lists to choose the search engine is “Skip the links.” But this isn’t just about publishers (or my own self-interest).  People are also worried about what these new LLM-powered results will mean for our fundamental shared reality. Language models have a tendency to make stuff up—they can hallucinate nonsense. Moreover, generative AI can serve up an entirely new answer to the same question every time, or provide different answers to different people on the basis of what it knows about them. It could spell the end of the canonical answer. But make no mistake: This is the future of search. Try it for a bit yourself, and you’ll see. 

Sure, we will always want to use search engines to navigate the web and to discover new and interesting sources of information. But the links out are taking a back seat. The way AI can put together a well-reasoned answer to just about any kind of question, drawing on real-time data from across the web, just offers a better experience. That is especially true compared with what web search has become in recent years. If it’s not exactly broken (data shows more people are searching with Google more often than ever before), it’s at the very least increasingly cluttered and daunting to navigate.  Who wants to have to speak the language of search engines to find what you need? Who wants to navigate links when you can have straight answers? And maybe: Who wants to have to learn when you can just know?  In the beginning there was Archie. It was the first real internet search engine, and it crawled files previously hidden in the darkness of remote servers. It didn’t tell you what was in those files—just their names. It didn’t preview images; it didn’t have a hierarchy of results, or even much of an interface. But it was a start. And it was pretty good.  Then Tim Berners-Lee created the World Wide Web, and all manner of web pages sprang forth. The Mosaic home page and the Internet Movie Database and Geocities and the Hampster Dance and web rings and Salon and eBay and CNN and federal government sites and some guy’s home page in Turkey. Until finally, there was too much web to even know where to start. We really needed a better way to navigate our way around, to actually find the things we needed.  And so in 1994 Jerry Yang created Yahoo, a hierarchical directory of websites. It quickly became the home page for millions of people. And it was … well, it was okay. TBH, and with the benefit of hindsight, I think we all thought it was much better back then than it actually was. But the web continued to grow and sprawl and expand, every day bringing more information online. Rather than just a list of sites by category, we needed something that actually looked at all that content and indexed it. By the late ’90s that meant choosing from a variety of search engines: AltaVista and AlltheWeb and WebCrawler and HotBot. And they were good—a huge improvement. At least at first.   But alongside the rise of search engines came the first attempts to exploit their ability to deliver traffic. Precious, valuable traffic, which web publishers rely on to sell ads and retailers use to get eyeballs on their goods. Sometimes this meant stuffing pages with keywords or nonsense text designed purely to push pages higher up in search results. It got pretty bad. 
And then came Google. It’s hard to overstate how revolutionary Google was when it launched in 1998. Rather than just scanning the content, it also looked at the sources linking to a website, which helped evaluate its relevance. To oversimplify: The more something was cited elsewhere, the more reliable Google considered it, and the higher it would appear in results. This breakthrough made Google radically better at retrieving relevant results than anything that had come before. It was amazing.  Google CEO Sundar Pichai describes AI Overviews as “one of the most positive changes we’ve done to search in a long, long time.”JENS GYARMATY/LAIF/REDUX For 25 years, Google dominated search. Google was search, for most people. (The extent of that domination is currently the subject of multiple legal probes in the United States and the European Union.)  
But Google has long been moving away from simply serving up a series of blue links, notes Pandu Nayak, Google’s chief scientist for search.  “It’s not just so-called web results, but there are images and videos, and special things for news. There have been direct answers, dictionary answers, sports, answers that come with Knowledge Graph, things like featured snippets,” he says, rattling off a litany of Google’s steps over the years to answer questions more directly.  It’s true: Google has evolved over time, becoming more and more of an answer portal. It has added tools that allow people to just get an answer—the live score to a game, the hours a café is open, or a snippet from the FDA’s website—rather than being pointed to a website where the answer may be.  But once you’ve used AI Overviews a bit, you realize they are different.  Take featured snippets, the passages Google sometimes chooses to highlight and show atop the results themselves. Those words are quoted directly from an original source. The same is true of knowledge panels, which are generated from information stored in a range of public databases and Google’s Knowledge Graph, its database of trillions of facts about the world. While these can be inaccurate, the information source is knowable (and fixable). It’s in a database. You can look it up. Not anymore: AI Overviews can be entirely new every time, generated on the fly by a language model’s predictive text combined with an index of the web. 
“I think it’s an exciting moment where we have obviously indexed the world. We built deep understanding on top of it with Knowledge Graph. We’ve been using LLMs and generative AI to improve our understanding of all that,” Pichai told MIT Technology Review. “But now we are able to generate and compose with that.” The result feels less like a querying a database than like asking a very smart, well-read friend. (With the caveat that the friend will sometimes make things up if she does not know the answer.)  “[The company’s] mission is organizing the world’s information,” Liz Reid, Google’s head of search, tells me from its headquarters in Mountain View, California. “But actually, for a while what we did was organize web pages. Which is not really the same thing as organizing the world’s information or making it truly useful and accessible to you.”  That second concept—accessibility—is what Google is really keying in on with AI Overviews. It’s a sentiment I hear echoed repeatedly while talking to Google execs: They can address more complicated types of queries more efficiently by bringing in a language model to help supply the answers. And they can do it in natural language. 
That will become even more important for a future where search goes beyond text queries. For example, Google Lens, which lets people take a picture or upload an image to find out more about something, uses AI-generated answers to tell you what you may be looking at. Google has even showed off the ability to query live video.  When it doesn’t have an answer, an AI model can confidently spew back a response anyway. For Google, this could be a real problem. For the rest of us, it could actually be dangerous. “We are definitely at the start of a journey where people are going to be able to ask, and get answered, much more complex questions than where we’ve been in the past decade,” says Pichai.  There are some real hazards here. First and foremost: Large language models will lie to you. They hallucinate. They get shit wrong. When it doesn’t have an answer, an AI model can blithely and confidently spew back a response anyway. For Google, which has built its reputation over the past 20 years on reliability, this could be a real problem. For the rest of us, it could actually be dangerous. In May 2024, AI Overviews were rolled out to everyone in the US. Things didn’t go well. Google, long the world’s reference desk, told people to eat rocks and to put glue on their pizza. These answers were mostly in response to what the company calls adversarial queries—those designed to trip it up. But still. It didn’t look good. The company quickly went to work fixing the problems—for example, by deprecating so-called user-generated content from sites like Reddit, where some of the weirder answers had come from. Yet while its errors telling people to eat rocks got all the attention, the more pernicious danger might arise when it gets something less obviously wrong. For example, in doing research for this article, I asked Google when MIT Technology Review went online. It helpfully responded that “MIT Technology Review launched its online presence in late 2022.” This was clearly wrong to me, but for someone completely unfamiliar with the publication, would the error leap out?  I came across several examples like this, both in Google and in OpenAI’s ChatGPT search. Stuff that’s just far enough off the mark not to be immediately seen as wrong. Google is banking that it can continue to improve these results over time by relying on what it knows about quality sources. “When we produce AI Overviews,” says Nayak, “we look for corroborating information from the search results, and the search results themselves are designed to be from these reliable sources whenever possible. These are some of the mechanisms we have in place that assure that if you just consume the AI Overview, and you don’t want to look further … we hope that you will still get a reliable, trustworthy answer.” In the case above, the 2022 answer seemingly came from a reliable source—a story about MIT Technology Review’s email newsletters, which launched in 2022. But the machine fundamentally misunderstood. This is one of the reasons Google uses human beings—raters—to evaluate the results it delivers for accuracy. Ratings don’t correct or control individual AI Overviews; rather, they help train the model to build better answers. But human raters can be fallible. Google is working on that too.  “Raters who look at your experiments may not notice the hallucination because it feels sort of natural,” says Nayak. “And so you have to really work at the evaluation setup to make sure that when there is a hallucination, someone’s able to point out and say, That’s a problem.” The new search Google has rolled out its AI Overviews to upwards of a billion people in more than 100 countries, but it is facing upstarts with new ideas about how search should work. Search Engine GoogleThe search giant has added AI Overviews to search results. These overviews take information from around the web and Google’s Knowledge Graph and use the company’s Gemini language model to create answers to search queries. What it’s good at Google’s AI Overviews are great at giving an easily digestible summary in response to even the most complex queries, with sourcing boxes adjacent to the answers. Among the major options, its deep web index feels the most “internety.” But web publishers fear its summaries will give people little reason to click through to the source material. PerplexityPerplexity is a conversational search engine that uses third-party largelanguage models from OpenAI and Anthropic to answer queries. Perplexity is fantastic at putting together deeper dives in response to user queries, producing answers that are like mini white papers on complex topics. It’s also excellent at summing up current events. But it has gotten a bad rep with publishers, who say it plays fast and loose with their content. ChatGPTWhile Google brought AI to search, OpenAI brought search to ChatGPT. Queries that the model determines will benefit from a web search automatically trigger one, or users can manually select the option to add a web search. Thanks to its ability to preserve context across a conversation, ChatGPT works well for performing searches that benefit from follow-up questions—like planning a vacation through multiple search sessions. OpenAI says users sometimes go “20 turns deep” in researching queries. Of these three, it makes links out to publishers least prominent. When I talked to Pichai about this, he expressed optimism about the company’s ability to maintain accuracy even with the LLM generating responses. That’s because AI Overviews is based on Google’s flagship large language model, Gemini, but also draws from Knowledge Graph and what it considers reputable sources around the web.  “You’re always dealing in percentages. What we have done is deliver it at, like, what I would call a few nines of trust and factuality and quality. I’d say 99-point-few-nines. I think that’s the bar we operate at, and it is true with AI Overviews too,” he says. “And so the question is, are we able to do this again at scale? And I think we are.” There’s another hazard as well, though, which is that people ask Google all sorts of weird things. If you want to know someone’s darkest secrets, look at their search history. Sometimes the things people ask Google about are extremely dark. Sometimes they are illegal. Google doesn’t just have to be able to deploy its AI Overviews when an answer can be helpful; it has to be extremely careful not to deploy them when an answer may be harmful.  “If you go and say ‘How do I build a bomb?’ it’s fine that there are web results. It’s the open web. You can access anything,” Reid says. “But we do not need to have an AI Overview that tells you how to build a bomb, right? We just don’t think that’s worth it.”  But perhaps the greatest hazard—or biggest unknown—is for anyone downstream of a Google search. Take publishers, who for decades now have relied on search queries to send people their way. What reason will people have to click through to the original source, if all the information they seek is right there in the search result?   Rand Fishkin, cofounder of the market research firm SparkToro, publishes research on so-called zero-click searches. As Google has moved increasingly into the answer business, the proportion of searches that end without a click has gone up and up. His sense is that AI Overviews are going to explode this trend.   “If you are reliant on Google for traffic, and that traffic is what drove your business forward, you are in long- and short-term trouble,” he says.  Don’t panic, is Pichai’s message. He argues that even in the age of AI Overviews, people will still want to click through and go deeper for many types of searches. “The underlying principle is people are coming looking for information. They’re not looking for Google always to just answer,” he says. “Sometimes yes, but the vast majority of the times, you’re looking at it as a jumping-off point.”  Reid, meanwhile, argues that because AI Overviews allow people to ask more complicated questions and drill down further into what they want, they could even be helpful to some types of publishers and small businesses, especially those operating in the niches: “You essentially reach new audiences, because people can now express what they want more specifically, and so somebody who specializes doesn’t have to rank for the generic query.”  “I’m going to start with something risky,” Nick Turley tells me from the confines of a Zoom window. Turley is the head of product for ChatGPT, and he’s showing off OpenAI’s new web search tool a few weeks before it launches. “I should normally try this beforehand, but I’m just gonna search for you,” he says. “This is always a high-risk demo to do, because people tend to be particular about what is said about them on the internet.”  He types my name into a search field, and the prototype search engine spits back a few sentences, almost like a speaker bio. It correctly identifies me and my current role. It even highlights a particular story I wrote years ago that was probably my best known. In short, it’s the right answer. Phew?  A few weeks after our call, OpenAI incorporated search into ChatGPT, supplementing answers from its language model with information from across the web. If the model thinks a response would benefit from up-to-date information, it will automatically run a web search (OpenAI won’t say who its search partners are) and incorporate those responses into its answer, with links out if you want to learn more. You can also opt to manually force it to search the web if it does not do so on its own. OpenAI won’t reveal how many people are using its web search, but it says some 250 million people use ChatGPT weekly, all of whom are potentially exposed to it.   “There’s an incredible amount of content on the web. There are a lot of things happening in real time. You want ChatGPT to be able to use that to improve its answers and to be a better super-assistant for you.” Kevin Weil, chief product officer, OpenAI According to Fishkin, these newer forms of AI-assisted search aren’t yet challenging Google’s search dominance. “It does not appear to be cannibalizing classic forms of web search,” he says.  OpenAI insists it’s not really trying to compete on search—although frankly this seems to me like a bit of expectation setting. Rather, it says, web search is mostly a means to get more current information than the data in its training models, which tend to have specific cutoff dates that are often months, or even a year or more, in the past. As a result, while ChatGPT may be great at explaining how a West Coast offense works, it has long been useless at telling you what the latest 49ers score is. No more.  “I come at it from the perspective of ‘How can we make ChatGPT able to answer every question that you have? How can we make it more useful to you on a daily basis?’ And that’s where search comes in for us,” Kevin Weil, the chief product officer with OpenAI, tells me. “There’s an incredible amount of content on the web. There are a lot of things happening in real time. You want ChatGPT to be able to use that to improve its answers and to be able to be a better super-assistant for you.” Today ChatGPT is able to generate responses for very current news events, as well as near-real-time information on things like stock prices. And while ChatGPT’s interface has long been, well, boring, search results bring in all sorts of multimedia—images, graphs, even video. It’s a very different experience.  Weil also argues that ChatGPT has more freedom to innovate and go its own way than competitors like Google—even more than its partner Microsoft does with Bing. Both of those are ad-dependent businesses. OpenAI is not. (At least not yet.) It earns revenue from the developers, businesses, and individuals who use it directly. It’s mostly setting large amounts of money on fire right now—it’s projected to lose $14 billion in 2026, by some reports. But one thing it doesn’t have to worry about is putting ads in its search results as Google does.  “For a while what we did was organize web pages. Which is not really the same thing as organizing the world’s information or making it truly useful and accessible to you,” says Google head of search, Liz Reid.WINNI WINTERMEYER/REDUX Like Google, ChatGPT is pulling in information from web publishers, summarizing it, and including it in its answers. But it has also struck financial deals with publishers, a payment for providing the information that gets rolled into its results. (MIT Technology Review has been in discussions with OpenAI, Google, Perplexity, and others about publisher deals but has not entered into any agreements. Editorial was neither party to nor informed about the content of those discussions.) But the thing is, for web search to accomplish what OpenAI wants—to be more current than the language model—it also has to bring in information from all sorts of publishers and sources that it doesn’t have deals with. OpenAI’s head of media partnerships, Varun Shetty, told MIT Technology Review that it won’t give preferential treatment to its publishing partners. Instead, OpenAI told me, the model itself finds the most trustworthy and useful source for any given question. And that can get weird too. In that very first example it showed me—when Turley ran that name search—it described a story I wrote years ago for Wired about being hacked. That story remains one of the most widely read I’ve ever written. But ChatGPT didn’t link to it. It linked to a short rewrite from The Verge. Admittedly, this was on a prototype version of search, which was, as Turley said, “risky.”  When I asked him about it, he couldn’t really explain why the model chose the sources that it did, because the model itself makes that evaluation. The company helps steer it by identifying—sometimes with the help of users—what it considers better answers, but the model actually selects them.  “And in many cases, it gets it wrong, which is why we have work to do,” said Turley. “Having a model in the loop is a very, very different mechanism than how a search engine worked in the past.” Indeed!  The model, whether it’s OpenAI’s GPT-4o or Google’s Gemini or Anthropic’s Claude, can be very, very good at explaining things. But the rationale behind its explanations, its reasons for selecting a particular source, and even the language it may use in an answer are all pretty mysterious. Sure, a model can explain very many things, but not when that comes to its own answers.  It was almost a decade ago, in 2016, when Pichai wrote that Google was moving from “mobile first” to “AI first”: “But in the next 10 years, we will shift to a world that is AI-first, a world where computing becomes universally available—be it at home, at work, in the car, or on the go—and interacting with all of these surfaces becomes much more natural and intuitive, and above all, more intelligent.”  We’re there now—sort of. And it’s a weird place to be. It’s going to get weirder. That’s especially true as these things we now think of as distinct—querying a search engine, prompting a model, looking for a photo we’ve taken, deciding what we want to read or watch or hear, asking for a photo we wish we’d taken, and didn’t, but would still like to see—begin to merge.  The search results we see from generative AI are best understood as a waypoint rather than a destination. What’s most important may not be search in itself; rather, it’s that search has given AI model developers a path to incorporating real-time information into their inputs and outputs. And that opens up all sorts of possibilities. “A ChatGPT that can understand and access the web won’t just be about summarizing results. It might be about doing things for you. And I think there’s a fairly exciting future there,” says OpenAI’s Weil. “You can imagine having the model book you a flight, or order DoorDash, or just accomplish general tasks for you in the future. It’s just once the model understands how to use the internet, the sky’s the limit.” This is the agentic future we’ve been hearing about for some time now, and the more AI models make use of real-time data from the internet, the closer it gets.  Let’s say you have a trip coming up in a few weeks. An agent that can get data from the internet in real time can book your flights and hotel rooms, make dinner reservations, and more, based on what it knows about you and your upcoming travel—all without your having to guide it. Another agent could, say, monitor the sewage output of your home for certain diseases, and order tests and treatments in response. You won’t have to search for that weird noise your car is making, because the agent in your vehicle will already have done it and made an appointment to get the issue fixed.  “It’s not always going to be just doing search and giving answers,” says Pichai. “Sometimes it’s going to be actions. Sometimes you’ll be interacting within the real world. So there is a notion of universal assistance through it all.” And the ways these things will be able to deliver answers is evolving rapidly now too. For example, today Google can not only search text, images, and even video; it can create them. Imagine overlaying that ability with search across an array of formats and devices. “Show me what a Townsend’s warbler looks like in the tree in front of me.” Or “Use my existing family photos and videos to create a movie trailer of our upcoming vacation to Puerto Rico next year, making sure we visit all the best restaurants and top landmarks.” “We have primarily done it on the input side,” he says, referring to the ways Google can now search for an image or within a video. “But you can imagine it on the output side too.” This is the kind of future Pichai says he is excited to bring online. Google has already showed off a bit of what that might look like with NotebookLM, a tool that lets you upload large amounts of text and have it converted into a chatty podcast. He imagines this type of functionality—the ability to take one type of input and convert it into a variety of outputs—transforming the way we interact with information.  In a demonstration of a tool called Project Astra this summer at its developer conference, Google showed one version of this outcome, where cameras and microphones in phones and smart glasses understand the context all around you—online and off, audible and visual—and have the ability to recall and respond in a variety of ways. Astra can, for example, look at a crude drawing of a Formula One race car and not only identify it, but also explain its various parts and their uses.  But you can imagine things going a bit further (and they will). Let’s say I want to see a video of how to fix something on my bike. The video doesn’t exist, but the information does. AI-assisted generative search could theoretically find that information somewhere online—in a user manual buried in a company’s website, for example—and create a video to show me exactly how to do what I want, just as it could explain that to me with words today. These are the kinds of things that start to happen when you put the entire compendium of human knowledge—knowledge that’s previously been captured in silos of language and format; maps and business registrations and product SKUs; audio and video and databases of numbers and old books and images and, really, anything ever published, ever tracked, ever recorded; things happening right now, everywhere—and introduce a model into all that. A model that maybe can’t understand, precisely, but has the ability to put that information together, rearrange it, and spit it back in a variety of different hopefully helpful ways. Ways that a mere index could not. That’s what we’re on the cusp of, and what we’re starting to see. And as Google rolls this out to a billion people, many of whom will be interacting with a conversational AI for the first time, what will that mean? What will we do differently? It’s all changing so quickly. Hang on, just hang on. 

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Subsea7 Scores Various Contracts Globally

Subsea 7 S.A. has secured what it calls a “sizeable” contract from Turkish Petroleum Offshore Technology Center AS (TP-OTC) to provide inspection, repair and maintenance (IRM) services for the Sakarya gas field development in the Black Sea. The contract scope includes project management and engineering executed and managed from Subsea7 offices in Istanbul, Türkiye, and Aberdeen, Scotland. The scope also includes the provision of equipment, including two work class remotely operated vehicles, and construction personnel onboard TP-OTC’s light construction vessel Mukavemet, Subsea7 said in a news release. The company defines a sizeable contract as having a value between $50 million and $150 million. Offshore operations will be executed in 2025 and 2026, Subsea7 said. Hani El Kurd, Senior Vice President of UK and Global Inspection, Repair, and Maintenance at Subsea7, said: “We are pleased to have been selected to deliver IRM services for TP-OTC in the Black Sea. This contract demonstrates our strategy to deliver engineering solutions across the full asset lifecycle in close collaboration with our clients. We look forward to continuing to work alongside TP-OTC to optimize gas production from the Sakarya field and strengthen our long-term presence in Türkiye”. North Sea Project Subsea7 also announced the award of a “substantial” contract by Inch Cape Offshore Limited to Seaway7, which is part of the Subsea7 Group. The contract is for the transport and installation of pin-pile jacket foundations and transition pieces for the Inch Cape Offshore Wind Farm. The 1.1-gigawatt Inch Cape project offshore site is located in the Scottish North Sea, 9.3 miles (15 kilometers) off the Angus coast, and will comprise 72 wind turbine generators. Seaway7’s scope of work includes the transport and installation of 18 pin-pile jacket foundations and 54 transition pieces with offshore works expected to begin in 2026, according to a separate news

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Driving into the future

Welcome to our annual breakthroughs issue. If you’re an MIT Technology Review superfan, you may already know that putting together our 10 Breakthrough Technologies (TR10) list is one of my favorite things we do as a publication. We spend months researching and discussing which technologies will make the list. We try to highlight a mix of items that reflect innovations happening in various fields. We look at consumer technologies, large industrial­-scale projects, biomedical advances, changes in computing, climate solutions, the latest in AI, and more.  We’ve been publishing this list every year since 2001 and, frankly, have a great track record of flagging things that are poised to hit a tipping point. When you look back over the years, you’ll find items like natural-language processing (2001), wireless power (2008), and reusable rockets (2016)—spot-on in terms of horizon scanning. You’ll also see the occasional miss, or moments when maybe we were a little bit too far ahead of ourselves. (See our Magic Leap entry from 2015.) But the real secret of the TR10 is what we leave off the list. It is hard to think of another industry, aside from maybe entertainment, that has as much of a hype machine behind it as tech does. Which means that being too conservative is rarely the wrong call. But it does happen.  Last year, for example, we were going to include robotaxis on the TR10. Autonomous vehicles have been around for years, but 2023 seemed like a real breakthrough moment; both Cruise and Waymo were ferrying paying customers around various cities, with big expansion plans on the horizon. And then, last fall, after a series of mishaps (including an incident when a pedestrian was caught under a vehicle and dragged), Cruise pulled its entire fleet of robotaxis from service. Yikes. 
The timing was pretty miserable, as we were in the process of putting some of the finishing touches on the issue. I made the decision to pull it. That was a mistake.  What followed turned out to be a banner year for the robotaxi. Waymo, which had previously been available only to a select group of beta testers, opened its service to the general public in San Francisco and Los Angeles in 2024. Its cars are now ubiquitous in the City by the Bay, where they have not only become a real competitor to the likes of Uber and Lyft but even created something of a tourist attraction. Which is no wonder, because riding in one is delightful. They are still novel enough to make it feel like a kind of magic. And as you can read, Waymo is just a part of this amazing story. 
The item we swapped into the robotaxi’s place was the Apple Vision Pro, an example of both a hit and a miss. We’d included it because it is truly a revolutionary piece of hardware, and we zeroed in on its micro-OLED display. Yet a year later, it has seemingly failed to find a market fit, and its sales are reported to be far below what Apple predicted. I’ve been covering this field for well over a decade, and I would still argue that the Vision Pro (unlike the Magic Leap vaporware of 2015) is a breakthrough device. But it clearly did not have a breakthrough year. Mea culpa.  Having said all that, I think we have an incredible and thought-provoking list for you this year—from a new astronomical observatory that will allow us to peer into the fourth dimension to new ways of searching the internet to, well, robotaxis. I hope there’s something here for everyone.

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Oil Holds at Highest Levels Since October

Crude oil futures slightly retreated but continue to hold at their highest levels since October, supported by colder weather in the Northern Hemisphere and China’s economic stimulus measures. That’s what George Pavel, General Manager at Naga.com Middle East, said in a market analysis sent to Rigzone this morning, adding that Brent and WTI crude “both saw modest declines, yet the outlook remains bullish as colder temperatures are expected to increase demand for heating oil”. “Beijing’s fiscal stimulus aims to rejuvenate economic activity and consumer demand, further contributing to fuel consumption expectations,” Pavel said in the analysis. “This economic support from China could help sustain global demand for crude, providing upward pressure on prices,” he added. Looking at supply, Pavel noted in the analysis that “concerns are mounting over potential declines in Iranian oil production due to anticipated sanctions and policy changes under the incoming U.S. administration”. “Forecasts point to a reduction of 300,000 barrels per day in Iranian output by the second quarter of 2025, which would weigh on global supply and further support prices,” he said. “Moreover, the U.S. oil rig count has decreased, indicating a potential slowdown in future output,” he added. “With supply-side constraints contributing to tightening global inventories, this situation is likely to reinforce the current market optimism, supporting crude prices at elevated levels,” Pavel continued. “Combined with the growing demand driven by weather and economic factors, these supply dynamics point to a favorable environment for oil prices in the near term,” Pavel went on to state. Rigzone has contacted the Trump transition team and the Iranian ministry of foreign affairs for comment on Pavel’s analysis. At the time of writing, neither have responded to Rigzone’s request yet. In a separate market analysis sent to Rigzone earlier this morning, Antonio Di Giacomo, Senior Market Analyst at

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What to expect from NaaS in 2025

Shamus McGillicuddy, vice president of research at EMA, says that network execs today have a fuller understanding of the potential benefits of NaaS, beyond simply a different payment model. NaaS can deliver access to new technologies faster and keep enterprises up-to-date as technologies evolve over time; it can help mitigate skills gaps for organizations facing a shortage of networking talent. For example, in a retail scenario, an organization can offload deployment and management of its Wi-Fi networks at all of its stores to a NaaS vendor, freeing up IT staffers for higher-level activities. Also, it can help organizations manage rapidly fluctuating demands on the network, he says. 2. Frameworks help drive adoption Industry standards can help accelerate the adoption of new technologies. MEF, a nonprofit industry forum, has developed a framework that combines standardized service definitions, extensive automation frameworks, security certifications, and multi-cloud integration capabilities—all aimed at enabling service providers to deliver what MEF calls a true cloud experience for network services. The blueprint serves as a guide for building an automated, federated ecosystem where enterprises can easily consume NaaS services from providers. It details the APIs, service definitions, and certification programs that MEF has developed to enable this vision. The four components of NaaS, according to the blueprint, are on-demand automated transport services, SD-WAN overlays and network slicing for application assurance, SASE-based security, and multi-cloud on-ramps. 3. The rise of campus/LAN NaaS Until very recently, the most popular use cases for NaaS were on-demand WAN connectivity, multi-cloud connectivity, SD-WAN, and SASE. However, campus/LAN NaaS, which includes both wired and wireless networks, has emerged as the breakout star in the overall NaaS market. Dell’Oro Group analyst Sian Morgan predicts: “In 2025, Campus NaaS revenues will grow over eight times faster than the overall LAN market. Startups offering purpose-built CNaaS technology will

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UK battery storage industry ‘back on track’

UK battery storage investor Gresham House Energy Storage Fund (LON:GRID) has said the industry is “back on track” as trading conditions improved, particularly in December. The UK’s largest fund specialising in battery energy storage systems (BESS) highlighted improvements in service by the UK government’s National Energy System Operator (NESO) as well as its renewed commitment to to the sector as part of clean power aims by 2030. It also revealed that revenues exceeding £60,000 per MW of electricity its facilities provided in the second half of 2024 meant it would meet or even exceed revenue targets. This comes after the fund said it had faced a “weak revenue environment” in the first part of the year. In April it reported a £110 million loss compared to a £217m profit the previous year and paused dividends. Fund manager Ben Guest said the organisation was “working hard” on refinancing  and a plan to “re-instate dividend payments”. In a further update, the fund said its 40MW BESS project at Shilton Lane, 11 miles from Glasgow, was  fully built and in the final stages of the NESO compliance process which expected to complete in February 2025. Fund chair John Leggate welcomed “solid progress” in company’s performance, “as well as improvements in NESO’s control room, and commitment to further change, that should see BESS increasingly well utilised”. He added: “We thank our shareholders for their patience as the battery storage industry gets back on track with the most environmentally appropriate and economically competitive energy storage technology (Li-ion) being properly prioritised. “Alongside NESO’s backing of BESS, it is encouraging to see the government’s endorsement of a level playing field for battery storage – the only proven, commercially viable technology that can dynamically manage renewable intermittency at national scale.” Guest, who in addition to managing the fund is also

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Building the enterprise environment for agentic AI

Provided byIntel For the enterprise, the promise of agentic AI is much more than just a better chatbot. It is software agents that execute business tasks end-to-end across people, business workflows, data, and systems. The platform best-suited to run agents is built with proper CPU capacity, resilient data access, policy-aware tool use, observability, memory management, and the ability to predictably plan and scale agents. To better understand some of these dependencies, Intel performed thousands of agentic AI workload experiments. Our initial findings create and support five practical lessons for enterprise leaders: Agentic AI is a larger systems problem, not just one of inference. The majority of existing agentic AI harnesses are limited and do not measure overall system performance. Plan capacity is done using agents per virtual CPU (vCPU) density, not agent count. Monitor agent task latency, not just average CPU utilization. Default to scale-out for systems hosting agents. Reserve scale-up for workloads with heavier per-agent compute or architectural constraints. Beyond inference: Agents as workflow automation Agentic AI is more than LLM inference. Its enterprise value depends on the full system, task orchestration, data access, tool execution, latency management, governance, and scalable infrastructure. An agent is a goal-driven automated enterprise workflow process: It plans a multi-step task, calls tools, reads results, and retries when something fails. Enterprise agents are therefore not just an inference problem; they are a systems problem. Defining what good looks like
Most agentic AI metrics focus on evaluating the LLM used. Platform teams also need to know how long the tasks take, how many agents a fleet can support, what users experience at the end of the execution process, and how costs change as more agents work simultaneously. A more useful enterprise view looks at six metrics:
Task success rate Cost per task Time per task Task throughput Agent density (agents per vCPU) Latency Together, these answer the questions enterprise AI operators care about: Is the system performing as expected? How many agents can the system sustain? How should it scale to support more agents? Building on solid foundations To gain a deeper insight into agentic AI workload performance, Intel extended Terminal-Bench, an open source benchmarking harness for evaluating AI agents with profiling, telemetry, and replay capabilities. This made it possible to understand where the agents spent time beyond LLM inference. The benchmark extension used a deterministic record-replay of LLM responses to separate agent performance from LLM variability. LLM responses were recorded once and replayed identically across runs, reducing run-to-run variance and creating a more reliable basis for comparison. The Terminal-Bench task mix used was intentionally broad. It included compilation, testing, database operations, Boolean logic, interpretation, ray tracing, compression, linear algebra, video transcoding, and machine learning training. That wide variety made the findings more relevant to real enterprise environments. Agentic AI in three dimensions Deploying agentic AI should be approached in three phases: Plan in terms of agent density, not agent count: The first sizing rule is to normalize agent count by available compute. Agent density, measured as agents per vCPU, is the leading signal for saturation. For example, 10 agents on an 8-vCPU system and 20 agents on a 16-vCPU system behave similarly if the density is the same. This gives architects a portable way to compare capacity across instance sizes and processor generations. The right density also depends on the business goal. Interactive copilots and user-facing assistants should favor lower density because response time matters. Batch workloads such as IT workflows can often run at higher density. This gives teams a practical way to tune fleets around service-level objectives and total cost of ownership. Agentic AI requires a new form of observability: Average compute (CPU) utilization is a weak primary performance monitoring signal for agentic workloads. Agents often alternate between waiting for model responses and then doing short bursts of compute-intensive work. Because of that “bursty” pattern, average utilization can look acceptable even when those bursts are creating queues and slowing down the user experience. Task latency (P95) is a better leading metric. It shows when workflows are starting to wait, even before average task duration meaningfully degrades. A practical operating model is to alert on P95 latency first, then confirm the issue by looking at sustained task duration.

Scale out by default: Scaling out adds more systems, increasing total agent capacity, while scaling up adds cores or memory to a single system for agents with heavier compute bursts. Our testing data showed that scale-out is usually the better default. That aligns with the fact that agents are typically semi-independent and have modest per-agent bursts, it improves overall performance, supports high availability, often lowers cost, and makes it easier to preserve the target agents-per-vCPU ratio as the platform grows. Scale up when agents require heavier parallel compute, shared state limits partitioning, memory locality matters, or licensing constraints apply. Consider business implications: Where will agentic AI create business value first? The organizations getting production-grade results are wrapping an automation layer around workflows that already have codified rules and measurable service levels: code creation, regression test farms, ticket triaging, market analysis, and security review. The ideal enterprise persona for agentic AI is therefore not the experimental user chasing novelty; it is the accountable leader who must improve cycle time and productivity, protect service quality, enforce policy, and scale adoption with cost in mind.  Agentic AI’s value comes from helping businesses complete real work across teams, systems, data, and processes. For enterprises, the priority is not just better model performance; it is creating a reliable environment where AI agents can support business workflows, improve productivity, operate within governance requirements, and scale as adoption grows. In practice, success with agentic AI depends on the right foundation to deliver consistent outcomes, manage cost, maintain control, and move confidently from pilots to production. This content was produced by Intel. It was not written by MIT Technology Review’s editorial staff.

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Closing the data loop in AI-driven drug discovery

In partnership withCytiva Drug discovery is a high-cost, high-risk endeavor that is under growing pressure from a market increasingly defined by first-mover advantage. Since the 1950s, the cost of developing new pharmaceuticals has roughly doubled every nine years—a phenomenon known as Eroom’s Law. Today, bringing a new drug to market takes an average of 10-15 years and costs anywhere from $1 billion to $2.5 billion, with failure rates upward of 90%. AI has become the pharmaceutical industry’s biggest bet on bringing success rates up and timelines down. The faster drug companies can identify, test, and optimize new chemical compounds, the lower the risk of costly failures later in development. “The main cost in drug discovery is still the clinical phase, so trying to reduce risk and increase your success rates there is obviously hugely beneficial,” says Paul Belcher, director of protein research strategy at global life sciences company Cytiva. “AI is one approach that drug companies hope will not only save time and compress timelines, but enable better quality candidates to reach the clinic.”
Early use of AI in drug discovery shows potential, but also highlights the need for robust and authentic data, as well as integration in lab systems. AI brings efficiency to the lab One of the most promising early-stage applications of AI in drug discovery is in hit identification. This involves screening libraries of molecular entities against a disease-related target, such as a protein, to find molecules that bind to it. A successful hit gives researchers a starting point for further testing and refinement, with the aim of eventually developing a viable drug.
Belcher has seen a shift from empirical screening to predictive design: Instead of physically screening libraries, drug companies are now using AI to design drug candidates from scratch and predict how they will interact with disease targets before committing anything to research and development (R&D). This means companies are no longer limited by how much they can physically screen to identify starting points. “AI does away with that,” says Belcher. “And it can help eliminate low-quality candidates before you have to physically test them, saving time and resources.” What AI can’t do yet is reliably predict kinetics or developability of new compounds, says Belcher. This means every AI-generated candidate still needs to be validated in the lab. Traditional screening workflows were built to identify hits at scale, not to profile large numbers of complex candidates in detail. This is placing more pressure on lab teams, who now have to test, characterize, and purify a growing volume of more diverse, AI-generated compounds. “The current techniques used in hit identification can screen hundreds of thousands, sometimes millions of compounds, using binary or threshold-based techniques producing low-fidelity data—yes-or-no responses,” Belcher explains. “AI can increase the number of hits you get and potentially give you better quality hits as well. That increases demand for higher-throughput, information-rich technologies to then validate and characterize those hits.” Models need complete, quality data As AI has accelerated demand for data-rich lab systems, it has also highlighted a fundamental need for better, more complete data. Many earlier AI models were trained on publicly available datasets and are now hitting what Belcher calls a data wall. Because models have access to the same data, they all reach similar conclusions, with diminishing returns over time. Additionally, the datasets weren’t built with AI in mind, meaning they lack the structure, labeling, and diversity needed to keep models accurate and free of bias. Publication bias reinforces the problem. “Most publicly available datasets and scientific publications focus exclusively on positive results,” says Belcher. “No one wants to share their failures. This bias is almost like having one hand tied behind your back. AI models can identify patterns associated with success, but they lack the comprehensive understanding of failures that would make predictions more reliable.”

The data Belcher believes would markedly improve models—the failed experiments, the compounds that don’t bind—remains frustratingly difficult to come by. “We often joke that there should be a journal of negative data,” he says. “It’s often buried in lab notebooks, and it’s never used to inform or guide future research.” This lack of negative data creates a fundamental problem: Without access to a broad range of data, models can’t be adequately trained to avoid bias. “In all machine learning applications, the model’s performance relies heavily on the quality and scope of the training data,” notes Belcher. Fabrication has also become much easier with AI, compounding concerns around data integrity. Take Western blots, for example. These are part of a standard technique for identifying proteins in blood or tissue samples, and they are among the most common targets for manipulation in biomedical research. Belcher cites research by Dutch microbiologist Elisabeth Bik, who found that almost 4% of biomedical papers contained duplicated or manipulated images. This was back in 2016, before generative AI made fabrication trivial. “Manipulated or faked data has always been a problem in science, but in the AI world, especially when used to train models, it could have potentially disastrous consequences,” says Belcher. “There needs to be more tools to verify that data is not manipulated.” Some vendors are starting to tackle this challenge. Belcher points to solutions like Cytiva’s Image Integrity Checker, for instance, which uses secure hash algorithms—the same technology used in blockchain—to detect whether scientific images have been tampered with. “We’re starting to see a lot of interest from publishing houses that want to adopt this as standard because it’s a quick way to ensure that what gets published in the literature is genuine,” he adds. Autonomous labs could accelerate breakthroughs Belcher describes the future state of drug discovery as fully autonomous labs that run with minimal human intervention. Foundational to this vision is consistency in data and infrastructure. These AI-driven dark labs, or labs-in-the-loop, operate around the clock. They cycle through prediction, testing, and optimization, and then feed results back into AI models to guide the next round of experiments. This can improve the success rates of drug candidates entering clinical trials, says Belcher. Better starting points, combined with more rounds of optimization, should result in better candidates with fewer liabilities reaching the clinic. But automating a lab depends heavily on integration. That means interoperable systems, highly structured and comprehensive datasets, and information flowing easily in and out. Most labs aren’t there yet. “Today, a lot of the instruments in labs are standalone,” Belcher notes. “You can have the best technology in the world, but if it’s a closed ecosystem—if the user can’t get the data out—it doesn’t do any good.”
An integrated infrastructure can enable labs to generate FAIR (findable, accessible, interoperable, and reusable) data at scale. This would not only inform individual lab reports, but could also train subsequent generations of AI models, effectively closing the loop between the computational, AI-driven dry lab and the physical wet lab. “Our goal is to help scientists and researchers accelerate their breakthroughs and make that future state of autonomous labs a real possibility,” says Belcher. “We want to help them generate reliable data, simplify workflows in discovery, and hopefully enable what they’re working on to become tomorrow’s life-changing therapies, faster and with greater confidence.”
On costs and what comes next AI-driven drug discovery is still in its early days. Notably, no drug discovered primarily through AI-driven design has yet received full FDA approval—although Belcher expects that to change in the next two to three years. How big of an impact could AI eventually have on drug discovery? “The holy grail would be full in silico prediction of efficacy and toxicity, eliminating the need for the vast majority of physical wet lab work,” says Belcher. But there are many barriers to this beyond the maturity of the models, including regulatory hurdles and cost challenges. A Stanford study found that the cost of training frontier AI models has more than doubled every year since 2016, adding more financial pressure to a sector already defined by exceptionally high R&D spend. Belcher acknowledges the tension, but remains optimistic about what’s ahead. “I think we’ll get to a point where there’s a balance between AI and wet work, from a cost perspective and a risk perspective,” he says. “As long as the cost of compute doesn’t ever outweigh the cost of clinical development, I think AI is going to be an advantage.” Learn more about how Cytiva is using faster discovery to reshape protein purification workflows. This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. It was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.

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The path to artificial superintelligence

In partnership withOutshift by Cisco Imagine a healthcare system made up of multiple AI agents: one that manages symptom assessment, another scheduling, a third insurance, and a fourth pharmacy. Each is an expert in its domain. But they all have their own distinct knowledge and objectives. Today they can exchange data, but they are not yet able to actually coordinate patient care without a human making the decisions. “The intelligence is already there. What is missing is the connective tissue that turns four strangers into one team,” explains Vijoy Pandey, senior vice president and general manager of Outshift by Cisco. This “connective tissue” comes from adding a semantic layer—what Outshift calls the “Internet of Cognition”—that enables agents across domains to work together and, critically, “think” together through shared intent, context, and reasoning.
This semantic layer relies on a connectivity layer beneath it called the “Internet of Agents,” which allows autonomous agents to discover one another, prove identity, and exchange messages across domains. When used together, they enable “the next step on the road to distributed artificial superintelligence,” says Pandey.
From solo silicon savants to the ‘Internet of Cognition’ For years, the AI industry has been focused on growth. Scaling vertically has led to bigger models, trained on more data with more compute. This has produced the reasoning capabilities that can be like a “brain” for AI agents, which can perceive, reason, and act in digital environments. While vertical scaling can produce more capable agents perpetually, to enable agentic problem solving across different systems, companies, and platforms the next axis of scale must be horizontal, says Pandey. Multi-agent systems are already being explored in areas like software engineering, drug discovery, and scientific simulations, but their performances so far have been underwhelming. One study finds a failure rate of between 41% and around 87% when evaluating seven open-source multi-agent systems. “Connected agents handle coordinated action well; taking a task whose shape they have seen, divided and passed around,” Pandey explains. “What they cannot do is hold a goal in common and reason toward something none of them was trained to solve.” “The gap is architectural, not a prompting problem,” Pandey adds. “Without the right coordination layer, naive multi-agent setups can perform worse than a single agent. The step change is that team of agents converging on its own, on a new problem, with no human stitching the seams.” To reach this goal, Pandey says Outshift has built a connectivity layer called AGNTCY, an open-source project now under the Linux Foundation. AGNTCY allows agents across different systems, companies, and platforms to find each other, prove identity, and exchange messages through open, standardized protocols. And, as Pandey explains, this allows the Internet of Cognition thesis to take a step further. It creates a semantic layer that allows agents to align goals (share intent), pool institutional knowledge and compound memory (share context), and make collective trade-offs (share reasoning). Pandey likens this progression to that of humans: “For hundreds of thousands of years humans got individually smarter, and the gains died with each person who made them,” he explains. “Around 70,000 years ago that changed, when humans learned to share intent, build cumulative knowledge, and reason collectively. That is when scattered individuals became civilization.

“Agents are at the same threshold. We have built the silicon geniuses and given them agency. What they lack is the layer that let humans go collective,” he says. First steps to distributed superintelligence Enabling agents to work collectively rests on three pillars in the tech stack: Shared intent through cognition state protocols: Cognition state protocols are the semantic handshake that allow agents to agree on a goal before they act and then negotiate toward it. Outshift has created an open-source coordination layer called Mycelium, which organizations can clone and use against their own agents. “We found that unstructured groups reached a decision about a third of the time across 14 scenarios,” says Pandey, speaking about internal testing. “A coordination protocol that makes agents declare a goal, surface missing information, and resolve conflicts before acting raised that to 93%.” Shared context through cognition fabric: A cognition fabric is a shared institutional memory and communication mesh that allows agent insight to compound over time rather than resetting each session. This policy-governed context layer solves the problem of “organizational amnesia,” says Pandey, by ensuring the baseline intelligence of the systems only ever goes up. Shared reasoning through cognitive amplifiers and guardrail technologies: Two kinds of cognition engine can be used together to enable shared reasoning. Cognitive amplifiers speed up shared reasoning and modeling, and guardrail technologies (GATs) create security, cost, and compliance frameworks. Humans are active contributors to this layer, making judgment calls the system routes to them (rather than reviewing outputs after the fact). Cognition sharing in multi-agent systems can create new risks, including unintended delegations, malicious prompt injections or memory poisoning, or over-privileged agents with access to permissions and data far beyond what their tasks require. Environment-specific controls are therefore needed to protect against unintended actions or consequences. “Agents have human-like attributes but operate at machine speed and scale,” says Pandey. “Everything we built for twenty years—access control, identity, compliance—was built for humans or machines, not both.”
Continuous Agent Semantic Authorization (CASA)—an open-source reference implementation developed by Outshift—is a GAT that works to ensure agent actions remain securely aligned with the user’s original goal through a process of continuous authorization. It does this by reading what the agent is trying to accomplish then checking each tool request against that task. In the case of a healthcare system, for example, an agent told to summarize a patient record may start by querying a whole database. This could lead to CASA denying the call, because the request no longer matches the task it was authorized for.
“Today’s controls are scoped to a role or a session not to the task so an agent granted a tool can use it for anything,” explains Pandey. “Roughly 90% of the time, an agent has no way to confirm it is even cleared for the job it was handed.” Experimentation for cross-domain innovation When horizontally scaling intelligence in the enterprise, businesses should begin by experimenting with one cross-functional workflow that spans three or four teams and currently needs a human authorizing the handoffs, Pandey advises. “Stand it up as a small multi-agent system on open, interoperable infrastructure, with a measurable baseline,” he says. “Keep building bigger models, add the horizontal axis on top of them, and change what you measure. Track where one agent’s insight made another agent better—that is the signal the horizontal axis is working.” By starting to experiment now with intent, context, and reasoning layers, organizations can get ahead of the curve. “The problems are open, and the infrastructure is still being written,” says Pandey. “This is the moment to build it.” For more information on the Internet of Cognition, visit Outshift.com. This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. It was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.

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The Download: lasers for nuclear fuel, and organ preservation advances

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. How lasers could help provide fuel for nuclear reactors  Nuclear power provides about 9% of global electricity today, and that fraction could tick up as countries look to build new reactors. New, cheaper methods to obtain fuel could help ensure that those nuclear projects stay on track. One of those methods is called laser enrichment. It allows you to separate out the material you want (in this case, uranium) from others in a mixture of old waste. A company called Global Laser Enrichment (GLE) is about to start testing whether the technology works at commercial scale. Read our story about their efforts.
—Casey Crownhart
The quest to keep organs alive outside the body It’s super difficult to freeze organs. Once ice forms in them, they’re done. The ice crystals create all kinds of damage and render the organs unusable. That hasn’t stopped many researchers from trying. In new research, one team has been able to supercool the kidneys of pigs and preserve them for days. The kidneys survived being stored at −4 °C (25 °F) and eventually reimplanted back into pigs. And that’s just the latest development in a field that is positively buzzing. Read about why it’s such an exciting time for organ preservation—and what could be coming next.  —Jessica Hamzelou This story is from The Checkup, our weekly biotech newsletter. Sign upto receive it in your inbox every Thursday. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 Silicon Valley is split over how to respond to Chinese AIIt boils down to whether AI models should be open or closed. (NYT $)+ Nvidia, Microsoft and Meta warn that restricting open models would backfire. (CNBC)+ AI companies are spending record sums on lobbying Washington. (FT $)+ China’s AI models have Trump’s AI world at war with itself. (MIT Technology Review)2 Trump can’t post his way out of this war Iran has revealed hard limits to his ability to bend reality to his will. (Atlantic $)+ Trump has been forced to abandon further escalation due to dwindling munitions stockpiles. (NYT $)+ An Iranian strike on CIA facilities has raised questions about Russian involvement. (Reuters $)3 Wildfires are surging across EuropeRepeated heat waves have turned parts of the continent into a tinder box. (BBC)+ One of the fires forced NASA to evacuate a tracking station in Spain. (Ars Technica)+ Americans are increasingly grappling with smoky skies too. (Atlantic $)4 OpenAI didn’t notice its agent going on a days-long hacking spreeIt only cottoned on after the threat was contained and the FBI had been alerted, sources say. (Reuters $)5 The AI jobs wipeout still hasn’t arrivedIn fact, a lot of companies are now embarking on hiring sprees. (WSJ $)+ AI’s impact is increasingly falling short of expectations. (The Guardian) + Here’s a much-needed reality check on the AI jobs hysteria. (MIT Technology Review)6 A six-year-old girl died in a Chinese gene-editing trialExperts say it should have never been allowed to go ahead. (Science)+ This baby boy was treated with the first personalized gene-editing drug. (MIT Technology Review)7 What it’s like to use a North Korean smartphoneThey’re growing in popularity—but represent another avenue for government control. (WP $)8 The FCC’s ban on foreign-made drones is not workingYou can’t change global supply chains at the stroke of a pen. (The Verge $)

9 The “summer of Ludd” shows it’s fun to be a Luddite A growing anti-tech movement is all about raw, anarchic joy. (404 Media)+ We’re in the era of AI malaise. (MIT Technology Review)10 Why Jimothy the racoon is the internet’s latest obsession 🦝It’s his irresistible combination of chaos and cuteness. (BBC) Quote of the day “I think that [AI] should stand for artificial idiot.” —Marian Agnew, a nine-year-old, from Norman, Oklahoma, tells Wired she’s not impressed by AI models’ tendency to make up facts.   One More Thing KATHERINE LAM Inside a romance scam compound—and how people get tricked into being there   Gavesh’s journey started, seemingly innocently, with a job ad on Facebook promising work he desperately needed. 
Instead, he found himself trafficked into a business commonly known as “pig butchering”—a form of fraud in which scammers form close relationships with targets online and extract money from them.  The Chinese crime syndicates behind the scams have netted billions of dollars, and they have used violence and coercion to force their workers to carry out the frauds from large compounds, several of which operate openly in the quasi-lawless borderlands of Myanmar. 
Read our story about these scam syndicates and how they could be broken up.  — Peter Guest and Emily Fishbein We can still have nice things A place for comfort, fun, and distraction to brighten up your day. (Got any ideas? Drop me a line.) + I want to make every single one of these delicious-looking Korean dishes. + If you like origami, you’ll love this guy’s tutorials.+ How to deal with those old gadgets that are collecting dust in your drawer.+ Enjoy these old art deco public transport posters from London.

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Introducing Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber

Developers and customers building production AI agents need higher token efficiency, lower latency, and more reliable performance. Our Flash series of models is built to meet the sweet spot of efficiency and quality to enable scaling agentic workflows. Building on Gemini 3.5 Flash, we’re introducing new Gemini models:3.6 Flash: Our workhorse model that delivers better coding, knowledge work, and multimodal performance. According to the Artificial Analysis Index, it reduces output token usage by 17% compared to 3.5 Flash, and in some benchmarks like DeepSWE by Datacurve, we observe up to 65%, all at a lower cost per output token.3.5 Flash-Lite: Our fastest, most cost-effective 3.5-class model, delivering 350 output tokens per second according to the Artificial Analysis Index, also significantly outperforming prior Flash-Lite generations in agentic workflows.3.5 Flash Cyber in CodeMender: Successful cybersecurity applications require careful orchestration of a model alongside an agent infrastructure. We’re introducing a combination of a new, highly efficient, specialized cyber-focused model paired with our CodeMender code security agent that delivers competitive performance at the frontier.Beyond today’s releases, Gemini 3.5 Pro is currently testing with partners and we plan to make it broadly available as soon as it’s ready. In parallel, our team is already focusing on building the next generation of models. We have started our most ambitious pre-training run yet, for Gemini 4, and are excited by the progress.3.6 Flash: More efficient and better quality than 3.5 FlashGemini 3.6 Flash builds directly on developer and customer feedback from 3.5 Flash. 3.6 Flash not only delivers a step up in coding and knowledge work, but it does this while meaningfully improving token efficiency. For example, on the Artificial Analysis Index, we see 3.6 Flash consuming 17% fewer output tokens than 3.5 Flash. It also takes fewer reasoning steps and tool calls to accomplish multi-step workflows.This enhanced efficiency is also combined with a lower price than 3.5 Flash. At $1.50/1M input tokens and $7.50/1M output tokens, 3.6 Flash reduces the overall cost per agentic task, making agents more cost-effective to build and run.

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The quest to keep organs alive outside the body

EXECUTIVE SUMMARY This week, I covered a fascinating effort to preserve organs outside the body. There’s a huge shortage of donor organs, and one of the main reasons is time—they survive only a matter of hours outside the body, even when they’re kept on ice. Doctors dream of organ banks—stores of human organs that can be preserved for days, weeks, months, or even longer. That would allow them to run tests on organs, find the best matches for them, and transport the organs to those recipients. In new research, one team has been able to supercool the kidneys of pigs—animals whose organs are of a similar size to human ones—and preserve them for days. The kidneys survived being stored at −4 °C (25 °F) and eventually reimplanted back into pigs. And that’s just the latest development in a field that is positively buzzing. It has proved super difficult to freeze organs. Once ice forms in them, they’re done. The ice crystals create all kinds of damage and render the organs unusable. That hasn’t stopped many researchers from trying.
Some have focused on cryopreservation—rapid extreme cooling that essentially leaves cells in a glasslike state. This process is now routine for eggs, sperm, and embryos, which are cooled to −196 °C in less than two seconds and can be used even after decades in storage. No one has managed to cryopreserve and thaw human organs for transplantation. But plenty of human bodies and brains have been stored at ultra-low temperatures in the hope that they might one day be rewarmed and brought back to life. (You can read more about why some people opt for cryonics here.)
In March, I wrote about Stephen L. Coles, a gerontologist who had opted to cryopreserve his own brain. After the scientist died in 2014, his body was taken to Alcor, a cryonics facility in Arizona. A team at the facility removed Coles’s head, perfused his brain with cryoprotective chemicals (which work like antifreeze), removed the brain from the skull, and cooled it to −146 °C. When Coles’s friend Greg Fahy, a cryobiologist, studied pieces of his brain years later, he found that the brain cells, which had shrunk, “bounced back” once they were rewarmed. But that doesn’t mean the cells are alive, or that it might one day be possible to reanimate the brain. As Matthew Powell Palm of Texas A&M told me at the time: “There are so many ways those neurons could be toast.” Powell Palm is working on other ways to preserve organs. It was he, along with his colleagues, who managed to store supercooled pig kidneys and successfully transplant them, in a study described as “a landmark achievement.” Those organs did better than kidneys stored on ice, he says. His approach didn’t require cryoprotectants. But other teams are exploring potential chemical cocktails that might allow them to store organs at lower temperatures, potentially for longer periods of time. (More on this in The Checkup soon!) Another way to prolong the lifespan of an organ is to use a machine that perfuses it with nutrients, mimicking what happens inside the body. Machine perfusion devices have become more commonly used over the last decade or so and are typically used to maintain livers and kidneys for up to about 24 hours. Researchers are now adapting this protocol for a growing list of organs, even eyeballs—a recent feat that might enable whole-eye transplants. In March, I went to visit scientists in Valencia who had developed a perfusion system for uteruses. They had used their device—which they nicknamed “Mother”—to keep a human uterus alive for a day. It’s an exciting time for organ preservation. Keep an eye out for more coverage from MIT Technology Review in the coming weeks. This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here.

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Nvidia moves to accelerate storage access, boost industry cooperation

Nvidia also said it will be a leader of a new memory and storage industry initiative called Storage-Next. Storage-Next will bring together over 40 storage makers, controller vendors, thermal design, cooling and orchestration operators, and standards bodies to align on how GPU-driven storage should behave — then turn these advancements into interoperable, open industry standards, Hardy stated. The group will include DDN, Kioxa and Micron, each contributing to AI storage technologies. “The initiative is grounded in accelerated data access for large AI datasets. To support this effort, Nvidia offers scaled, accelerated data access or SCADA — a framework that lets massively parallel GPUs pull only the data necessary for the application directly from storage into their own high-speed memory,” Hardy stated. Storage vendor DDN is integrating SCADA with Infinia, its software-defined, AI-native data intelligence platform, for example. “Our collaboration with Nvidia is helping create a more direct, efficient connection between GPUs and data — keeping accelerated computing resources productive, speeding time to insight and enabling customers to achieve stronger business and financial returns from their AI investments,” stated Sven Oehme, chief technology officer at DDN, in the Hardy blog.

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Moo! LoRaWAN makes it easier to connect more things to the low power networking protocol—even cattle

TR016 extends coverage into locations gateways cannot reach A base station cannot always reach an end device directly, whether the sensor sits underground, inside a building’s inner shaft or at the bottom of a well. “These are extremely challenging RF places that you cannot directly reach from base stations down to the sensor,” Yegin said. LoRaWAN Relay addresses that gap, providing a range extender capability. A relay node picks up the LoRaWAN frame from the end device and forwards it to the base station, using LoRaWAN on both the device-facing and network-facing side. Relay itself is not new. TR016 adds technical guidance for the device makers and network operators building on it. That includes constraints on how many devices a single relay can support, a limit driven by keeping relay hardware cheap enough to run on batteries. It also includes recommendations for when a relay makes more sense than deploying an additional base station.

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Data center energy constraints and moratoriums are mounting. Expect to see stalled AI projects

Fuel cells are more efficient, he says, and don’t emit particulates, but they’re more expensive and less reliable than generators and have other operational issues. One company that recently decided to go with fuel cells is Oracle, which will use 2.45 gigawatts worth of fuel cells to power its Project Jupiter data center in New Mexico, replacing the previous plan to use gas turbines and diesel generators. According to Oracle, the fuel cells will significantly reduce emissions, use only a “negligible” amount of water, and be quieter than turbines and generators. Plus, the on-site power generation will help protect energy rates of area residents. “If you want to build a data center, there’s a better way to build it,” says Natalie Sunderland, chief marketing and communications officer at Bloom Energy, which makes the fuel cells that Oracle plans to deploy. And companies aren’t about to scale back on their AI ambitions or reduce their demands for data centers, she says.

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The Download: US robot restrictions, and ICE’s DNA grab

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Trump’s AI protectionism has come for robotics   —James O’Donnell  Humanoid robots usually elicit more cringe than awe: They stumble, kick children, and despite advances are still worse at using their hands than my toddler. It’s a nascent industry, and such robots are more commonly seen in viral videos than real workplaces or homes.  It was a surprise, then, when last week the Federal Trade Commission issued a sweeping ban on foreign imports of advanced robots, including humanoids, quadrupeds, and wheeled robots. 
The decision should be understood not as another chapter in the old China trade playbook, but as evidence that the Trump administration is expanding its protection of the AI industry beyond today’s leading labs. It is now willing to step in on behalf of an emerging robotics sector that is still barely finding its footing. Read our analysis to understand the ban’s potential impact. This story is from The Algorithm, our weekly newsletter all about the latest goings-on in the world of AI. Sign up to receive it in your inbox every Monday.
The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 ICE collected nearly one million people’s DNA last year Most of them have never been convicted of any crime. (Wired $) 2 China is poised to win the technologies of the futureIt’s already a high-tech hardware powerhouse, but it increasingly has its sights set on software too. (New Yorker $)+ US tech and political leaders are freaking out, but few seem to agree how to respond. (Vox $) + What’s next for Chinese open-source AI. (MIT Technology Review)3 AI “tokenomics” is a burgeoning new field Businesses are pouring a lot of money into AI. Now they want to see what they’re getting in return. (NYT $)+ Why it’s proving so hard to make AI pay. (BBC)+ The US economy is becoming more and more reliant on the AI boom. (WSJ $)4 Eli Lilly is letting people apply to try an unapproved obesity drugRetatrutide is still in clinical trials, but certain patients can gain early access. (STAT $) + Montana’s plan to become an experimental medical hub just pushed forward. (MIT Technology Review)5 Inside the one US town that wants a data center Jay in Maine is a reminder that politics is all about the local. (The Atlantic $)+ How data centers broke US politics. (Wired $)6 Flock license plate readers can have a shockingly high error rateIn one California town, Flock misread license plates in 71% of the alerts it sent to police. (BI $)+ A leaked guide shows how Flock teaches cops to promote its tech. (404 Media $)7 A drone explosion on a beach in Russia killed seven people It seems to have been caused by Russian forces shooting down a Ukrainian drone. (CNN)+ A US company won a $100 million deal to give Ukrainian drones an AI upgrade. (Ars Technica)+ Europe’s drone-filled vision for the future of war. (MIT Technology Review) 8 How car headlights became so brightLots of modern cars still blind other drivers on the road. That could change soon though, thanks to new tech. (Ars Technica) 9 A $2 million crime novel deal collapsed over AI use concernsAnd the agent and the writer involved have, erm…rather differing accounts of what happened. (Guardian) 10 AI matchmaking services are on the rise 💑🤖Online daters hope it might prove better at finding them love than fruitless swiping. (WSJ $)

Quote of the day “Just a little too pleasant to be human.” —North Carolina resident Kristen Charpentier tells Wired how she could tell she was talking to AI when ordering at a Dairy Queen drive-thru. One More Thing GETTY IMAGES How to have a child in the digital age  Before journalist and culture critic Amanda Hess even got pregnant with her first child, in 2020, the internet knew she was trying. She saw pregnancy ads way before a doctor.    Hess’s experience is pretty typical these days, but still raises some big questions. How do we retain control over our bodies when corporations have access to our most personal information? What happens when people stop relying on friends and family for advice on having a kid and instead go online? 
Read our interview with Hess to learn what she has to say.  —Alison Arieff
We can still have nice things

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Cisco exec testifies at US Senate panel on AI’s network impact

“We will explore how widespread AI use has forced networks to evolve, requiring more capacity and more complex designs so that AI can run efficiently on those networks,” said U.S. Senator Deb Fischer (R-Neb), Chairman of the Senate Commerce Subcommittee on Telecommunications and Media, in her opening statement. “We will consider how government, providers, and other industries are responding to that demand. Private companies have invested hundreds of billions of dollars in network deployment in recent years. Various federal broadband programs have also provided billions to support targeted network deployment and maintenance throughout the country.” Others who testified came from organizations including U.S. Telecom, Vanderbilt University, and Nebraska Public Service Commission. “AI is changing not only the volume of network traffic, but the behavior. Cisco measured a fourfold increase in AI inference traffic over eight months. Networks have traditionally been optimized for content flowing downstream. AI is far more two-way and uplink-intensive: prompts, context, sensor data, and agent activity all travel back toward AI models, and the resulting connections are active longer than conventional web transactions,” said Everson. “AI agents amplify these effects by operating at software speed. In our testing, an agent generated 450 percent more traffic than a person performing the same task, and roughly 70 percent of that additional traffic was inference.”

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Trump’s AI protectionism has come for robotics

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. Humanoid robots usually elicit more cringe than awe: They stumble, kick children, and despite advances are still worse at using their hands than my toddler. It’s a nascent industry, and such robots are more commonly seen in viral videos than real workplaces or homes.  It was a surprise, then, when last week the Federal Trade Commission issued a sweeping ban on foreign imports of advanced robots, including humanoids, quadrupeds, and wheeled robots. The decision, made by an increasingly partisan and Trump-aligned FTC, cites two reasons. One is that foreign-made humanoids will collect so much data—in homes but also potentially at sensitive facilities—that they’d pose a threat to national security. The second is that US robotics companies need protection from Chinese competition to create a more robust and secure domestic supply chain. On its face, it’s a strategy to align political and industry interests that is much older than the Trump administration. Whenever China has gotten good at offering cheap versions of strategic technologies like solar panels, electric vehicles, and drones, the US government has tried to stop it from flooding the market by using tariffs or rules on how government agencies purchase the tech. Such moves are always followed by debates about whether the trade-offs—particularly higher prices for consumers—are worth the benefits.
But robotics is now best seen as another piece of the AI industry—in many ways its cutting edge. And the Trump administration is taking an increasingly aggressive approach to protecting the US AI industry, reportedly considering a ban on open-source Chinese models that often rival those from OpenAI and Anthropic while costing far less. Such a move would block businesses from realizing an estimated $25 billion in annual savings. The ban on humanoids, then, should be understood not as another chapter in the old China trade playbook, but as evidence that the Trump administration is expanding its protection of the AI industry beyond today’s leading labs. It is now willing to step in on behalf of an emerging robotics sector that is still barely finding its footing.
Some US robotics companies unsurprisingly welcome the FTC’s new move. Gavin Kenneally, CEO of a company called Ghost Robotics that makes four-legged robots for inspections, says the cybersecurity risks from foreign-made robots are real (an FTC document released as part of the ruling cited an incident in which a man was able to gain control of 7,000 robot vacuum cleaners). “If today’s announcement encourages stronger cybersecurity and a more level competitive environment, that’s good for customers and good for the robotics industry,” Kenneally said in an email. But if the new rule aims to boost US robotics companies, there’s a big flaw. Those companies, as well as academic robotics labs, are hugely reliant on cheap robots from China to do research. They’re building fleets of robots that constantly learn new tasks—from flipping waffles to doing laundry—and frequently buy Chinese humanoids instead of US-made ones. The new ruling “creates a challenge for US humanoid researchers,” says Aaron Prather, director of market intelligence for the Association for Advancing Automation, a robotics trade group. “Chinese models offer the best price-to-capability ratio available.” Prather adds that a recent internal review his organization conducted found that 90% of recent robotics research papers from US universities relied on robots from Unitree, China’s top humanoid robotics company. That price gap can be huge. A four-legged robot from Unitree can cost around $4,600. A comparable one from Boston Dynamics might run to $278,000. If robotics research is stunted because these cheap robots are no longer available, the FTC ruling could slow down the industry, not boost it. The US and Chinese robotics industries are in starkly different places. Unitree plans to go public this week, targeting a nearly $6 billion evaluation. No robotics companies in the US offer any meaningful comparison, but those that do exist are undeniably moving fewer robots. Figure’s humanoids are not yet selling at scale, and 1X’s robots aren’t yet shipping to homes. That said, work on humanoids is going increasingly mainstream, as a release from Google last week made clear. The company announced a new AI model meant to make humanoids learn new tasks faster; its most impressive ability appears to be tying a trash bag, but given how finicky robot hands are, that’s real progress.  Even though the many carve-outs in the FTC’s order make its practical impact hard to predict, its symbolic impact is easy to see. The administration sees humanoid robotics not as a novelty, but as a strategic frontier of AI worth protecting from foreign competition. For a technology that until recently was mostly known for falling over onstage, that’s a big change.

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