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Open models have real benefits. Do they outweigh the risks?

MIT Technology Review Explains: Let our writers untangle the complex, messy world of science and technology to help you understand what’s coming next. You can read more from the series here. Late last month, Anthropic released a report arguing that the model GLM-5.3 poses a major cyberattack risk. The report’s core concern is that the powerful new model, released in August by the Chinese company Z.ai, is freely available for anyone to download and modify. Anthropic’s assertion is only the latest move in a long-running debate about whether frontier AI models should be made open, like GLM-5.3, or should stay locked behind the doors of the frontier labs.  These days, much of the debate about how to handle open models is playing out in public—and there’s a lot of money resting on its outcome. Nvidia CEO Jensen Huang, who has a lot to gain if people continue buying their own hardware to run open models, advocates enthusiastically for the United States to develop more of them, whereas Anthropic’s Dario Amodei, who runs a company that could be undermined by cheap, powerful models, advocates for a more cautious approach. But beneath all these commercial incentives, there is real substance to disagreements about open models. “I think a lot of the way you come down on the openness debate is influenced by how you come down on the AI debate,” says David Gray Widder, an assistant professor at the University of Texas at Austin School of Information. Those who are concerned about AI safety warn that open models can easily be misused by bad actors, whereas those who focus more on AI’s practical potential urge that this power should not sit behind the closed doors of just a few big companies, and that open models could help spread it more widely. There are a range of ways to handle open models between banning them entirely and releasing them willy-nilly. But any approach that a government or a society might take still involves trade-offs between safety and democratization. Deciding whether to support or limit the production of open models requires understanding those risks and benefits in depth. What are the benefits of open models? Let’s start with the basics. A closed model, like the models that power ChatGPT and Claude, can only be accessed through a website, app, or API. An open model, on the other hand, can be directly downloaded: The details about its internal structure, encoded in a long series of numbers known as the model weights, are publicly available. Such models are sometimes called “open-weight models,” to distinguish them from models for which even more information, such as details about the training procedure, is available.  Right now, closed models are more capable than open models—as of publication, the top eight models on the Artificial Analysis LLM leaderboard are all closed, though open models are only a handful of months behind in development. But there are several reasons why someone might opt to use an open model rather than a closed one. Because open models are downloadable, people can run them on their own computers or hard drives. They can even retrain them to behave differently, if they have the expertise and resources to do so.  If you’re an academic researcher working to understand and improve AI systems, you almost certainly need to work with open models in your research. When working with closed models, researchers can’t do much more than send prompts and observe the responses. But researchers can observe the inner workings of open models, as well as the “chain of thought” that the models use to think through a problem before answering. They can also combine multiple open models to build new systems, compress them to make them more efficient, and fine-tune them for new applications. Businesses, too, have reasons to prefer open models. Even if you depend on an external provider to run them for you, open models still typically cost less than closed models, according to a recent report from Mozilla. And if businesses want to use AI to process sensitive data or proprietary information, running a local model on their own hardware may be the best way to keep their operations secure. But perhaps the most important quality of open models is that they challenge the tight control the frontier labs have over how most of us use AI. “The clearest, biggest argument [for open models] is around preventing mass concentration of power—it is about making sure that this foundational technology is a public good,” says Elizabeth Seger, senior policy advisor at the Tony Blair Institute for Global Change. “I think we’re at this juncture where the question of who controls the infrastructure that allows AI to operate is as big of a question as who gets to control information on the internet.” Seger sees the future of AI playing out in different ways, depending on the role that open models have. In one possible future, frontier AI systems are controlled entirely by select people, companies, or governments, and as those systems grow more powerful, those groups have increasing control over what our world looks like. The world’s most sophisticated hacking models, for example, are currently all made in the United States, so it’s entirely up to US companies and the US government whether other countries can use them to shore up their own cyber defenses. If those companies remain in the lead, we could in principle wind up in a world in which the United States is capable of hacking any other country, but no one is capable of hacking it. Frontier open models could change that balance. “If every individual had a loyal-to-them AI system that was safe [and secure], I think that would be a much less concerning world than one in which they have to just rely on a government that says, ‘Yeah, we’ve got a super intelligent AI system, it’s got this plan, it’s inscrutable to all of you, just trust us,’” says Hamish Hobbs, director of AI policy at the Centre for Long-Term Resilience. But open models are not a geopolitical panacea. Paul Azunre, who cofounded Ghana NLP, an organization that builds open-source AI tools for low-resource Ghanaian languages, notes that open models can also function as a way for companies to benefit from the labor and expertise of less-privileged nations and consolidate more power in their own hands. He identifies a pattern in which AI companies release models openly, observe how the community uses and modifies them, and then integrate those same improvements into their own products—without any credit or compensation for the people who originated those innovations. Mark Zuckerberg himself has said that the ability to integrate community improvements into Meta’s stack is a key benefit of releasing open models. “I think the ideal of open source is a very noble one, and there’s a lot of value that it brings,” Azunre says. “But the way it’s actually implemented in practice, it tends to be a very extractive approach.” Are open models riskier than closed ones? The past few months have made it clear that safety remains a gnarly problem for closed models. There’s the autonomous hack that OpenAI agents executed against Hugging Face in July, but human misuse is a real threat too: According to a recent risk report from Anthropic, several extensive hacking operations have been undertaken with the assistance of Claude.  So closed models are risky enough—and open models would likely be much easier to exploit. Before Anthropic passes a user’s query to one of its closed models, it uses automated systems to detect whether that query relates to hacking, biological weapons, or other risks. When it detects that users have outsmarted those filters, it can shut down their accounts. But when someone downloads a model and runs it on their own hardware, there’s no filter checking whether their prompts are safe, and there’s no way to revoke their access to the model. There are other important lines of defense. AI companies train their models to refuse harmful requests—so even if a bad prompt gets through Claude’s filters, there’s a good chance that the model will still say no. In principle, this same defense could work for open models, because it’s intrinsic to the model itself. Unfortunately, researchers have shown that it’s surprisingly easy to retrain a “safe” open model to agree to engage in the behaviors it was previously trained to avoid. Because of these facts, some people have argued that open models are simply too dangerous to release. An open model capable enough to walk someone through synthesizing a virulent new pathogen, for example, could prove catastrophic in the wrong hands.  But it would be a vast oversimplification to deem open models dangerous and closed models safe. The defenses that AI companies build around their closed models are far from perfect, and people misuse those models all the time, as the Anthropic risk report makes clear. Even though open models have even fewer defenses against misuse, bad actors might still opt to use closed models because they are more accessible than open models with similar capabilities, which require lots of expensive computer chips to run locally (and even more chips if you want to retrain them). In fact, some experts who spoke with MIT Technology Review argued, by analogy to open-source software, that open models have safety advantages over closed models. Open-source tools, such as the Linux operating system, are often seen as safer than their closed-source counterparts because their vulnerabilities have been probed and patched by a vast community of online contributors. Similarly, communities of researchers can more easily test open models for security flaws, though fixing those flaws is trickier than rewriting a line of code. Open models can also be deployed more broadly than closed models for cyber defense. Any tool that can be used for hacking can also be used to prevent it: Defenders hack their own software to uncover flaws in need of patching. Anthropic has shown how this can work for closed models with its Project Glasswing initiative, which enables some trusted companies to use its most capable models for cyber defense. But plenty of other companies were left to fend for themselves. Open models, however, can be used much more widely. After it was hacked by OpenAI agents, Hugging Face emphasized the fact that it had to depend on an open model to analyze the hack, because questions about it triggered the closed models’ security filters. Nevertheless, many experts still perceive open models as riskier than closed models. The time-tested open-source security logic doesn’t necessarily hold up when dealing with tools as powerful as today’s—and tomorrow’s—models. “Where it gets complicated is when you start taking seriously the one-off instances of particularly catastrophic incidents that might be lower probability, but if they happen would be disastrous,” says Seger. If a wildly powerful open hacking model were dropped into the world today, for example, a bad actor could devastate our technological infrastructure before anyone had a chance to shore up their defenses. An event like that could be impossible to recover from. The risks can look even more dramatic when you consider what models might do of their own accord. The OpenAI Hugging Face hack only occurred because the company’s models were being tested with many of their cybersecurity guardrails removed, and open models have very few guardrails in the first place. If open models did decide to misbehave, it might be difficult to detect what was happening because they are so decentralized. For this reason, people who take seriously the purported catastrophic risks posed by rogue agents, such as Dario Amodei, tend to be more skeptical of open models. Can we make open models safer—and more open? A few years ago, the debate about open models had an all-or-nothing framing: Either you supported open models because of their potential to fight concentration of power, or you rejected them because of the safety risks. These days, however, people are expending a lot of effort to find some middle ground. One way they are doing that is by devising techniques to mitigate the safety risks of open models. Most of the safety tools used for closed models, such as filters and monitoring, aren’t applicable to open models, but there are other possibilities. Some researchers are interested in trying to train models that are never exposed to training data that teaches them about bad or otherwise undesirable behavior—an open model that never learns about hacking, for example. But purging training datasets of all references to misbehavior without harming model performance remains a challenge. Other researchers are working to build models that are resistant to retraining, so that an open model’s safety training can’t be so easily removed. The theory behind these “tamper-resistant” models makes a lot of sense: If you repeatedly try to retrain a model to be unsafe and reinforce any resistance that the model shows to that retraining, eventually you’ll get a model that’s fortified against future retraining attempts. In practice, however, no current approaches to making models tamper-resistant hold up against all tampering attacks, according to a recent preprint. But Saad Hossain, an engineer at the AI medical imaging company Deep Breathe and the paper’s lead author, hopes that future techniques will prove more effective. “My reason for optimism is that it’s a very active area of research, and a lot of people are trying to come up with new and better methods,” he says. If the risks of open models are less black-and-white than they might at first seem, so are the benefits. Publishing the internal structures, or weights, of models might not be enough to disrupt AI-mediated concentration of power. “I think there are very genuine benefits to open source in terms of deconcentrating power, but they’re not sufficient in themselves,” Hobbs says. Open weights are a bare minimum standard for open models: Researchers can learn much more about how models work if they have access to details about their training, including the data on which they were trained, but AI companies are typically reluctant to divulge this information.  Accessibility matters for open models too. Without computer chips that can run sophisticated models, you can’t actually use the model weights, even if you have them. Those chips have become prohibitively expensive as AI companies snap up more and more of them. “Openness is a floor, not a ceiling, for what we need to do to ensure that our technological futures benefit everyone,” Widder says. Real openness—not only open weights, but also open training data and accessible hardware—could also bring more risks, of course. If everyone has access to advanced AI hardware and advanced models to run on it, then anyone could potentially be a hacker. But there are strategies for mitigating these risks. Many experts advocate for some version of staged release, in which models start their life closed and gradually become more and more freely accessible as their safety is assured.  Figuring out exactly how to implement such strategies will require striking a careful balance between the risks and benefits of open models. But if open models are a necessary element of a positive AI future, as some experts believe, that effort will be well worth it.

MIT Technology Review Explains: Let our writers untangle the complex, messy world of science and technology to help you understand what’s coming next. You can read more from the series here.

Late last month, Anthropic released a report arguing that the model GLM-5.3 poses a major cyberattack risk. The report’s core concern is that the powerful new model, released in August by the Chinese company Z.ai, is freely available for anyone to download and modify. Anthropic’s assertion is only the latest move in a long-running debate about whether frontier AI models should be made open, like GLM-5.3, or should stay locked behind the doors of the frontier labs. 

These days, much of the debate about how to handle open models is playing out in public—and there’s a lot of money resting on its outcome. Nvidia CEO Jensen Huang, who has a lot to gain if people continue buying their own hardware to run open models, advocates enthusiastically for the United States to develop more of them, whereas Anthropic’s Dario Amodei, who runs a company that could be undermined by cheap, powerful models, advocates for a more cautious approach. But beneath all these commercial incentives, there is real substance to disagreements about open models.

“I think a lot of the way you come down on the openness debate is influenced by how you come down on the AI debate,” says David Gray Widder, an assistant professor at the University of Texas at Austin School of Information. Those who are concerned about AI safety warn that open models can easily be misused by bad actors, whereas those who focus more on AI’s practical potential urge that this power should not sit behind the closed doors of just a few big companies, and that open models could help spread it more widely.

There are a range of ways to handle open models between banning them entirely and releasing them willy-nilly. But any approach that a government or a society might take still involves trade-offs between safety and democratization. Deciding whether to support or limit the production of open models requires understanding those risks and benefits in depth.

What are the benefits of open models?

Let’s start with the basics. A closed model, like the models that power ChatGPT and Claude, can only be accessed through a website, app, or API. An open model, on the other hand, can be directly downloaded: The details about its internal structure, encoded in a long series of numbers known as the model weights, are publicly available. Such models are sometimes called “open-weight models,” to distinguish them from models for which even more information, such as details about the training procedure, is available. 

Right now, closed models are more capable than open models—as of publication, the top eight models on the Artificial Analysis LLM leaderboard are all closed, though open models are only a handful of months behind in development. But there are several reasons why someone might opt to use an open model rather than a closed one. Because open models are downloadable, people can run them on their own computers or hard drives. They can even retrain them to behave differently, if they have the expertise and resources to do so. 

If you’re an academic researcher working to understand and improve AI systems, you almost certainly need to work with open models in your research. When working with closed models, researchers can’t do much more than send prompts and observe the responses. But researchers can observe the inner workings of open models, as well as the “chain of thought” that the models use to think through a problem before answering. They can also combine multiple open models to build new systems, compress them to make them more efficient, and fine-tune them for new applications.

Businesses, too, have reasons to prefer open models. Even if you depend on an external provider to run them for you, open models still typically cost less than closed models, according to a recent report from Mozilla. And if businesses want to use AI to process sensitive data or proprietary information, running a local model on their own hardware may be the best way to keep their operations secure.

But perhaps the most important quality of open models is that they challenge the tight control the frontier labs have over how most of us use AI. “The clearest, biggest argument [for open models] is around preventing mass concentration of power—it is about making sure that this foundational technology is a public good,” says Elizabeth Seger, senior policy advisor at the Tony Blair Institute for Global Change. “I think we’re at this juncture where the question of who controls the infrastructure that allows AI to operate is as big of a question as who gets to control information on the internet.”

Seger sees the future of AI playing out in different ways, depending on the role that open models have. In one possible future, frontier AI systems are controlled entirely by select people, companies, or governments, and as those systems grow more powerful, those groups have increasing control over what our world looks like. The world’s most sophisticated hacking models, for example, are currently all made in the United States, so it’s entirely up to US companies and the US government whether other countries can use them to shore up their own cyber defenses. If those companies remain in the lead, we could in principle wind up in a world in which the United States is capable of hacking any other country, but no one is capable of hacking it.

Frontier open models could change that balance. “If every individual had a loyal-to-them AI system that was safe [and secure], I think that would be a much less concerning world than one in which they have to just rely on a government that says, ‘Yeah, we’ve got a super intelligent AI system, it’s got this plan, it’s inscrutable to all of you, just trust us,’” says Hamish Hobbs, director of AI policy at the Centre for Long-Term Resilience.

But open models are not a geopolitical panacea. Paul Azunre, who cofounded Ghana NLP, an organization that builds open-source AI tools for low-resource Ghanaian languages, notes that open models can also function as a way for companies to benefit from the labor and expertise of less-privileged nations and consolidate more power in their own hands. He identifies a pattern in which AI companies release models openly, observe how the community uses and modifies them, and then integrate those same improvements into their own products—without any credit or compensation for the people who originated those innovations. Mark Zuckerberg himself has said that the ability to integrate community improvements into Meta’s stack is a key benefit of releasing open models.

“I think the ideal of open source is a very noble one, and there’s a lot of value that it brings,” Azunre says. “But the way it’s actually implemented in practice, it tends to be a very extractive approach.”

Are open models riskier than closed ones?

The past few months have made it clear that safety remains a gnarly problem for closed models. There’s the autonomous hack that OpenAI agents executed against Hugging Face in July, but human misuse is a real threat too: According to a recent risk report from Anthropic, several extensive hacking operations have been undertaken with the assistance of Claude. 

So closed models are risky enough—and open models would likely be much easier to exploit. Before Anthropic passes a user’s query to one of its closed models, it uses automated systems to detect whether that query relates to hacking, biological weapons, or other risks. When it detects that users have outsmarted those filters, it can shut down their accounts. But when someone downloads a model and runs it on their own hardware, there’s no filter checking whether their prompts are safe, and there’s no way to revoke their access to the model.

There are other important lines of defense. AI companies train their models to refuse harmful requests—so even if a bad prompt gets through Claude’s filters, there’s a good chance that the model will still say no. In principle, this same defense could work for open models, because it’s intrinsic to the model itself. Unfortunately, researchers have shown that it’s surprisingly easy to retrain a “safe” open model to agree to engage in the behaviors it was previously trained to avoid.

Because of these facts, some people have argued that open models are simply too dangerous to release. An open model capable enough to walk someone through synthesizing a virulent new pathogen, for example, could prove catastrophic in the wrong hands. 

But it would be a vast oversimplification to deem open models dangerous and closed models safe. The defenses that AI companies build around their closed models are far from perfect, and people misuse those models all the time, as the Anthropic risk report makes clear. Even though open models have even fewer defenses against misuse, bad actors might still opt to use closed models because they are more accessible than open models with similar capabilities, which require lots of expensive computer chips to run locally (and even more chips if you want to retrain them).

In fact, some experts who spoke with MIT Technology Review argued, by analogy to open-source software, that open models have safety advantages over closed models. Open-source tools, such as the Linux operating system, are often seen as safer than their closed-source counterparts because their vulnerabilities have been probed and patched by a vast community of online contributors. Similarly, communities of researchers can more easily test open models for security flaws, though fixing those flaws is trickier than rewriting a line of code.

Open models can also be deployed more broadly than closed models for cyber defense. Any tool that can be used for hacking can also be used to prevent it: Defenders hack their own software to uncover flaws in need of patching. Anthropic has shown how this can work for closed models with its Project Glasswing initiative, which enables some trusted companies to use its most capable models for cyber defense. But plenty of other companies were left to fend for themselves.

Open models, however, can be used much more widely. After it was hacked by OpenAI agents, Hugging Face emphasized the fact that it had to depend on an open model to analyze the hack, because questions about it triggered the closed models’ security filters.

Nevertheless, many experts still perceive open models as riskier than closed models. The time-tested open-source security logic doesn’t necessarily hold up when dealing with tools as powerful as today’s—and tomorrow’s—models. “Where it gets complicated is when you start taking seriously the one-off instances of particularly catastrophic incidents that might be lower probability, but if they happen would be disastrous,” says Seger. If a wildly powerful open hacking model were dropped into the world today, for example, a bad actor could devastate our technological infrastructure before anyone had a chance to shore up their defenses. An event like that could be impossible to recover from.

The risks can look even more dramatic when you consider what models might do of their own accord. The OpenAI Hugging Face hack only occurred because the company’s models were being tested with many of their cybersecurity guardrails removed, and open models have very few guardrails in the first place. If open models did decide to misbehave, it might be difficult to detect what was happening because they are so decentralized. For this reason, people who take seriously the purported catastrophic risks posed by rogue agents, such as Dario Amodei, tend to be more skeptical of open models.

Can we make open models safer—and more open?

A few years ago, the debate about open models had an all-or-nothing framing: Either you supported open models because of their potential to fight concentration of power, or you rejected them because of the safety risks. These days, however, people are expending a lot of effort to find some middle ground. One way they are doing that is by devising techniques to mitigate the safety risks of open models.

Most of the safety tools used for closed models, such as filters and monitoring, aren’t applicable to open models, but there are other possibilities. Some researchers are interested in trying to train models that are never exposed to training data that teaches them about bad or otherwise undesirable behavior—an open model that never learns about hacking, for example. But purging training datasets of all references to misbehavior without harming model performance remains a challenge.

Other researchers are working to build models that are resistant to retraining, so that an open model’s safety training can’t be so easily removed. The theory behind these “tamper-resistant” models makes a lot of sense: If you repeatedly try to retrain a model to be unsafe and reinforce any resistance that the model shows to that retraining, eventually you’ll get a model that’s fortified against future retraining attempts. In practice, however, no current approaches to making models tamper-resistant hold up against all tampering attacks, according to a recent preprint.

But Saad Hossain, an engineer at the AI medical imaging company Deep Breathe and the paper’s lead author, hopes that future techniques will prove more effective. “My reason for optimism is that it’s a very active area of research, and a lot of people are trying to come up with new and better methods,” he says.

If the risks of open models are less black-and-white than they might at first seem, so are the benefits. Publishing the internal structures, or weights, of models might not be enough to disrupt AI-mediated concentration of power. “I think there are very genuine benefits to open source in terms of deconcentrating power, but they’re not sufficient in themselves,” Hobbs says. Open weights are a bare minimum standard for open models: Researchers can learn much more about how models work if they have access to details about their training, including the data on which they were trained, but AI companies are typically reluctant to divulge this information. 

Accessibility matters for open models too. Without computer chips that can run sophisticated models, you can’t actually use the model weights, even if you have them. Those chips have become prohibitively expensive as AI companies snap up more and more of them. “Openness is a floor, not a ceiling, for what we need to do to ensure that our technological futures benefit everyone,” Widder says.

Real openness—not only open weights, but also open training data and accessible hardware—could also bring more risks, of course. If everyone has access to advanced AI hardware and advanced models to run on it, then anyone could potentially be a hacker. But there are strategies for mitigating these risks. Many experts advocate for some version of staged release, in which models start their life closed and gradually become more and more freely accessible as their safety is assured. 

Figuring out exactly how to implement such strategies will require striking a careful balance between the risks and benefits of open models. But if open models are a necessary element of a positive AI future, as some experts believe, that effort will be well worth it.

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Energy Department Supports FERC’s Call for PJM to Protect Ratepayers and Build More Reliable Power

WASHINGTON—The U.S. Department of Energy (DOE) announced its support for the Federal Energy Regulatory Commission’s (FERC) guidance that would help ensure lower electricity costs for American families and businesses across the PJM Interconnection LLC’s (PJM) region spanning across the mid-Atlantic. DOE filed a Notice of Intervention and Statement of Position with FERC supporting its recommendation for PJM’s proposed Reliability Backstop Procurement. FERC recommends PJM submit revised tariff provisions to implement appropriate cost allocation and other reforms. FERC’s recommendations are consistent with President Trump’s Ratepayer Protection Pledge, ensuring large electricity users pay for the generation and infrastructure needed to serve them.  This action follows the Trump Administration’s call in January 2026 for PJM to adopt market rules to strengthen grid reliability and reduce electricity costs. Specifically, the Administration asked PJM to hold an emergency power auction and to accelerate the development of reliable power generation. The Trump administration was joined by governors from all 13 states who participate in the PJM grid. “The Trump Administration remains committed to doing everything it can to lower electricity costs, grow the supply of American energy and strengthen grid reliability,” said U.S. Secretary of Energy Chris Wright. “That’s why President Trump created the Ratepayer Protection Pledge, and the Energy Department supports having large electricity users pay for reliable new power generation.” “In January, the Trump Administration recognized early warning signs of capacity shortfalls in PJM and joined the Governors of all 13 PJM states in issuing a Statement of Principles to PJM, calling for PJM to adopt market rules to strengthen grid reliability and reduce electricity costs for American families and businesses,” said U.S. Deputy Secretary of Energy James P. Danly. “By increasing transparency and preventing unjust cost shifts onto existing customers, the proposed reforms advance President Trump’s Ratepayer Protection Pledge while ensuring Americans continue

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Shell agrees to acquire interest in Bay du Nord project

Shell plc and Equinor ASA have signed an agreement under which Shell will acquire a 30% interest in the Bay du Nord project offshore Newfoundland and Labrador in Canada. Equinor will retain a 70% interest and remain as the operator of the project. The transaction supports the continued maturation of Bay du Nord towards an investment decision currently targeted for early 2027, Equinor said. Bay du Nord is in Flemish Pass basin, about 500 km offshore Newfoundland and Labrador in 600–1,170 m of water. The development concept is based on a floating production, storage, and offloading vessel (FPSO). Bay du Nord and Cambriol discoveries are included in the initial phase, with potential future subsea tiebacks to Cappahayden, Harpoon, and Baccalieu. Estimated recoverable resources in the initial phase are more than 400 MMbbl of oil. First oil is anticipated in 2031, Equinor said. The project is currently finalizing front-end engineering and design (FEED), with continued work focused on strengthening capital efficiency, execution planning, and overall project robustness. Engagement with provincial and federal governments has supported progress through key milestones, according to the company. Equinor and Shell said they will continue to mature the project towards an investment decision subject to market conditions, regulatory approvals, and the companies’ internal decision processes. The project will require a toal investment of about $14 billion (Can.; US$12.6 billion), Equinor said.

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AMD unveils Helion as agentic AI fuels demand for data center CPUs

AMD has introduced Helion, an open blueprint for data center racks that aims to give CPUs a larger role in running AI agents while allowing customers to configure GPU resources around their inference requirements. Based on Open Compute Project (OCP) specifications, the architecture supports different combinations of computing hardware. AMD cited examples including CPU-only racks for hyperscalers, powered by sixth-generation EPYC processors with up to 32,768 cores, and all-in-one enterprise racks accommodating up to 16 Instinct MI350P GPUs. AMD has listed networking bandwidth of up to 102 Tbps for Helion, although the company has not specified how that figure is calculated. The specification represents a planned rack capability rather than demonstrated performance in customer environments.

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Land & Expand: North America’s Data Center Pipeline Expands Under Pressure

Land & Expand is Data Center Frontier’s periodic look at the latest data center development news, including new sites, land acquisitions and campus expansions across North America. This latest installment finds the development pipeline continuing to expand, even as the requirements for bringing large-scale projects online grow more complicated. Developers are securing land, planning new power infrastructure and advancing campuses measured in hundreds of megawatts or more. At the same time, local governments and residents are demanding greater clarity on electricity costs, water consumption, noise, tax incentives and the long-term effects of industrial-scale computing facilities. A succession of development disclosures and project milestones through September and early October 2026 illustrates both the geographical reach of North America’s expanding data center pipeline and the growing difficulty of measuring how much proposed capacity will ultimately be delivered. The projects range from preliminary discussions and newly secured development sites to campuses already under construction. Some are advancing through formal permitting and power studies; others remain contingent on customers, financing or local approvals. Together, they reveal an industry still expanding aggressively, but operating under increasingly complex development conditions. Fluidstack: Cameron County, Texas — Up to 1.5 GW One of the largest newly disclosed projects is Fluidstack’s AI data center development in Cameron County in the Rio Grande Valley. The project surfaced publicly September 10 when Cameron County announced that it had issued Fluidstack a worksite permit for property near Harlingen. The permit authorizes preliminary site work, including grading, utilities and related infrastructure, rather than construction of the data center buildings themselves. Fluidstack subsequently disclosed considerably more detail on September 21, saying construction had begun on a $4 billion first phase capable of supporting as much as 1.5 GW. Fluidstack expects the project to generate more than 2,500 construction jobs and several hundred permanent positions. 

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DCF Global: Five Markets Redrawing the AI Infrastructure Map

The Global Constraint Is Execution These five markets demonstrate that the worldwide AI infrastructure buildout is no longer organized around a single development model. Spain is using permitting reform to attract investment. China is concentrating construction around energy resources. India is translating enormous capital commitments into an expanding development pipeline. Latin America is combining hyperscale growth with national industrial objectives. And Southeast Asia is creating interconnected infrastructure markets whose boundaries increasingly extend beyond individual cities and countries. Not every market is competing for the same business. Sovereign cloud services, enterprise applications, AI training clusters, and large-scale inference platforms carry different requirements involving power, connectivity, latency, data residency, and operating economics. But the infrastructure questions remain remarkably consistent. Can a project obtain enough electricity? Can transmission and supporting networks be delivered on schedule? Will the supply chain provide the required equipment? Can the facility be constructed and commissioned efficiently? And will the development retain the regulatory certainty and community acceptance required to operate for decades? The gap between announced development and actual capacity is becoming a defining measurement of the industry. Cushman & Wakefield estimates that Asia-Pacific alone had approximately 26.5 GW of data center capacity in its development pipeline during H1 2026. Of that total, roughly 4.8 GW was under construction, with another 21.7 GW in planning. Those figures reveal both the extraordinary scale of the opportunity and the considerable infrastructure work still required to realize it. What the Global Buildout Means for North America For U.S. data center operators, developers, engineering firms, equipment suppliers, and investors, international expansion is not a separate story. It is increasingly part of the same global competition for capital, equipment, power infrastructure, and specialized expertise. The transformers, switchgear, generators, advanced cooling systems, fiber networks, and electrical distribution equipment required by a major AI campus

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Bidding war over key component could eliminate third hard disk maker

What if the three remaining hard disk manufacturers became two? Seagate Technology and Western Digital control 90% of the market, according to market researcher TrendForce, with Toshiba picking up the crumbs. Seagate and WD both make their own magnetic drive heads, but Toshiba relies on a third party, TDK, which also sells to Seagate and WD when they need extra capacity. Seeking to guarantee supplies of this critical component, Toshiba made a bid for TDK’s drive head business earlier this year, according to Bloomberg. Concerned that this could affect its ability to meet the growing demand for hard disks from AI data centers, Seagate made a counteroffer, Bloomberg reported. TDK is staying mum.

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Oracle reportedly lands $7B GPU deal for Tencent

Oracle has reportedly signed a five-year, $7 billion agreement to provide Chinese technology conglomerate Tencent with access to roughly 100,000 advanced AI accelerators deployed in Oracle data centers across Southeast Asia, helping Tencent to sidestep restrictions on advanced AI equipment.  The deal, first reported by the Financial Times, would represent Tencent’s largest overseas cloud commitment with a U.S. provider. Neither Oracle nor Tencent has publicly confirmed the agreement or disclosed the specific AI processors involved. Under the reported terms, Tencent would pay about 30% of the contract value upfront—roughly $2.1 billion—with the remainder paid over the five-year term. That would give Oracle a substantial source of upfront funding for the expensive data center infrastructure required to build out the infrastructure.

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NVIDIA’s DSX Ready Brings Power and Cooling Into the AI Factory Blueprint

NVIDIA is extending its influence over AI infrastructure beyond the GPU, server rack and network, introducing qualification requirements for the power and cooling systems that increasingly determine the scale and performance of AI data centers. The company’s new NVIDIA DSX Ready program, announced September 21, establishes requirements for specific infrastructure products intended for use with NVIDIA’s DSX AI factory reference designs. Its first two categories—battery energy storage systems (BESS) and coolant distribution units (CDUs)—address two of the most pressing engineering challenges in AI infrastructure: managing rapidly changing electrical demand and removing heat from increasingly dense computing systems. The initial qualified suppliers are Hitachi Energy, LG Energy Solution and Tesla for battery storage, and LG Electronics, LiquidStack and Vertiv for liquid cooling. While the announcement might initially resemble another NVIDIA partner program, its technical details suggest something more consequential. The company is establishing performance criteria for the electrical and mechanical equipment supporting its computing platforms, connecting those requirements to an expanding ecosystem of qualified suppliers. Subsequent partner announcements offer a clearer view of what that means in practice. They describe battery systems designed to respond to AI load fluctuations, coolant distribution equipment operating at multi-megawatt capacities, and integrated cooling architectures intended to make more of a data center’s available power usable for computing. The initiative also coincides with the arrival of Chris Malone, formerly a data center infrastructure executive at OpenAI, Meta and Google, as NVIDIA’s vice president of the DSX Platform. Together, the developments point toward a closer relationship between computing architecture and facility engineering, with NVIDIA seeking to influence not only the processors deployed in AI factories but the infrastructure requirements that support their operation. From Reference Design to Infrastructure Qualification DSX Ready is an extension of the broader NVIDIA DSX AI Factory Platform, introduced in May 2026. As

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Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

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John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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