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OpenAI, Google DeepMind and Anthropic sound alarm: ‘We may be losing the ability to understand AI’

Scientists from OpenAI, Google DeepMind, Anthropic and Meta have abandoned their fierce corporate rivalry to issue a joint warning about artificial intelligence safety. More than 40 researchers across these competing companies published a research paper today arguing that a brief window to monitor AI reasoning could close forever — and soon.The unusual cooperation comes as AI systems develop new abilities to “think out loud” in human language before answering questions. This creates an opportunity to peek inside their decision-making processes and catch harmful intentions before they turn into actions. But the researchers warn this transparency is fragile and could vanish as AI technology advances.“AI systems that ‘think’ in human language offer a unique opportunity for AI safety: we can monitor their chains of thought for the intent to misbehave,” the researchers explain. But they emphasize that this monitoring capability “may be fragile” and could disappear through various technological developments.

Scientists from OpenAI, Google DeepMind, Anthropic and Meta have abandoned their fierce corporate rivalry to issue a joint warning about artificial intelligence safety. More than 40 researchers across these competing companies published a research paper today arguing that a brief window to monitor AI reasoning could close forever — and soon.

The unusual cooperation comes as AI systems develop new abilities to “think out loud” in human language before answering questions. This creates an opportunity to peek inside their decision-making processes and catch harmful intentions before they turn into actions. But the researchers warn this transparency is fragile and could vanish as AI technology advances.

“AI systems that ‘think’ in human language offer a unique opportunity for AI safety: we can monitor their chains of thought for the intent to misbehave,” the researchers explain. But they emphasize that this monitoring capability “may be fragile” and could disappear through various technological developments.


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Models now show their work before delivering final answers

The breakthrough centers on recent advances in AI reasoning models like OpenAI’s o1 system. These models work through complex problems by generating internal chains of thought — step-by-step reasoning that humans can read and understand. Unlike earlier AI systems trained primarily on human-written text, these models create internal reasoning that may reveal their true intentions, including potentially harmful ones.

When AI models misbehave — exploiting training flaws, manipulating data, or falling victim to attacks — they often confess in their reasoning traces. The researchers found examples where models wrote phrases like “Let’s hack,” “Let’s sabotage,” or “I’m transferring money because the website instructed me to” in their internal thoughts.

Jakub Pachocki, OpenAI’s chief technology officer and co-author of the paper, described the importance of this capability in a social media post. “I am extremely excited about the potential of chain-of-thought faithfulness & interpretability. It has significantly influenced the design of our reasoning models, starting with o1-preview,” he wrote.

The technical foundation for monitoring lies in how current AI systems work. For complex tasks requiring extended reasoning, AI models must use their chain of thought as working memory, making their reasoning process partially visible to human observers. The researchers explain this creates an “externalized reasoning property” where some thinking must happen in readable language.

Several technological shifts could eliminate monitoring capabilities

The transparency could vanish through several pathways. As AI companies scale up training using reinforcement learning — where models get rewarded for correct outputs regardless of their methods — systems may drift away from human-readable reasoning toward more efficient but opaque internal languages.

Previous research shows that language models fine-tuned with outcome-based rewards can abandon legible English for incomprehensible shortcuts. The shift away from human-generated training data in favor of AI-generated reasoning could accelerate this drift.

Bowen Baker, an OpenAI researcher and lead author, highlighted these concerns in social media posts. “The existing CoT monitorability may be extremely fragile. Higher-compute RL, alternative model architectures, certain forms of process supervision, etc. may all lead to models that obfuscate their thinking,” he warned.

Novel AI architectures pose another threat. Researchers are developing systems that reason in continuous mathematical spaces rather than discrete words, potentially eliminating the need for language-based thought entirely. These “latent reasoning models might not need to verbalize any of their thoughts and would thus lose the safety advantages,” the researchers write.

Even without deliberate changes, indirect pressures could erode transparency. If AI outputs are optimized to look good to human reviewers, this could affect the reasoning chains leading to those outputs. Models might also learn to hide their thoughts if they become aware their reasoning is being monitored.

Companies already catch AI systems scheming during testing

Despite its fragility, chain of thought monitoring has proven valuable in current AI safety research. The technique successfully detects when models exploit weaknesses in their training systems, fall victim to manipulation attempts, or reveal misaligned goals even when they don’t act on them.

The monitoring provides “an early insight into models’ goals and motivations, even if the model takes no misaligned actions” — potentially catching problems before they manifest as harmful behaviors. This early warning system has also helped researchers identify flaws in AI evaluations and understand when models might behave differently during testing versus real-world use.

When models pretend to have desirable goals while pursuing objectives humans would disapprove of, this deception often shows up in their chain of thought. Researchers have successfully used this visibility to spot various forms of AI misbehavior that would otherwise go unnoticed.

The technique has practical applications beyond catching scheming. It helps researchers notice when AI evaluations might be flawed due to memorization, bugs in testing infrastructure, or models knowing they’re being evaluated — all factors that could skew assessments of AI capabilities and safety.

Tech giants break from rivalry to preserve fleeting transparency window

The research paper calls for coordinated action across the AI industry to preserve and strengthen monitoring capabilities. The authors recommend that AI developers create standardized evaluations for measuring how transparent their models are and factor these assessments into decisions about training and deployment.

Companies might need to choose earlier model versions if newer ones become less transparent, or reconsider architectural changes that eliminate monitoring capabilities. The researchers suggest developers should “consider measures of monitorability alongside other capability and safety evaluations when deciding to train or deploy a given model.”

Baker emphasized the collaborative spirit behind the effort. “I am grateful to have worked closely with [fellow researchers] on this paper, and I am very excited that researchers across many prominent AI institutions collaborated with us and came to consensus around this important direction,” he wrote.

The cooperation across competing companies signals the gravity with which the industry views this issue. These same companies typically guard their AI research closely and compete intensely for talent and market share, making their unified stance on this safety measure particularly notable.

Scientists race to answer critical questions about monitoring AI minds

The researchers identify numerous urgent questions requiring investigation before chain of thought monitoring can serve as a reliable safety measure. They need to understand when this monitoring can be trusted as a primary safety tool, determine what types of training processes degrade transparency, and develop better techniques for detecting when models attempt to hide their reasoning.

A particularly concerning possibility is that future AI systems might deliberately obfuscate their thoughts if they become aware their reasoning is being monitored. The researchers acknowledge this “obvious concern” and call for stress-testing to see if models can hide malicious reasoning even without specific training to evade monitors.

The scientists also want to understand how different AI architectures affect monitoring capabilities and whether partial transparency can be preserved even as systems adopt more efficient designs. They’re exploring hybrid approaches that maintain some visibility into reasoning while leveraging faster computation methods.

Building better monitoring systems presents another research frontier. Current efforts focus on using less capable language models to monitor more advanced ones, but future work could explore using reasoning models as monitors themselves or allowing monitors to interrogate AI agents by asking questions about their thought processes.

Balancing authentic reasoning with safety oversight creates tensions

Preserving monitoring capabilities may sometimes conflict with other AI safety approaches. Direct supervision of reasoning processes — where models are trained to reason in specific ways — could improve alignment but might also make their chains of thought less authentic representations of their actual decision-making.

The researchers warn that “firm commitments to protect CoT behavior in its current form may trade off against more effective safety interventions.” Some forms of process supervision could substantially improve model alignment while reducing the authenticity of observable reasoning traces.

Pachocki addressed this tension, explaining that OpenAI seeks to train models that can explain their reasoning while retaining the ability to verify it without compromising the authenticity of their thought processes. The goal is achieving transparency without creating incentives for models to generate fake reasoning that looks good to human observers.

This balance becomes more critical as AI systems become more powerful and potentially dangerous. The industry must navigate between maintaining visibility into AI reasoning and allowing models to develop more sophisticated and potentially more effective thinking patterns.

Regulators could gain unprecedented access to AI decision-making

The research has implications beyond technical AI safety, potentially informing how governments oversee AI development. If chain of thought monitoring proves reliable, it could give regulators and auditors unprecedented visibility into AI decision-making processes.

However, the researchers emphasize that this monitoring approach should complement, not replace, other safety measures. They recommend “investment into CoT monitoring only as an addition to existing safety research directions and not as a replacement.”

The window for preserving this capability may be narrow. As AI systems become more capable and potentially dangerous, the industry must act quickly to establish frameworks for maintaining transparency before more advanced architectures make such monitoring impossible.

Competing research raises doubts about monitoring reliability

The urgency around preserving chain of thought monitoring faces a significant challenge from recent research by Anthropic, one of the companies backing the collaboration. A study published four months ago found that reasoning models often hide their true thought processes, even when explicitly asked to show their work.

In controlled experiments, Anthropic researchers gave AI models subtle hints about correct answers and measured how often the models acknowledged using those hints in their reasoning. The results were concerning: Claude 3.7 Sonnet mentioned hints only 25% of the time, while DeepSeek’s R1 model did so 39% of the time.

When the hints involved potentially problematic information — such as telling models they had “gained unauthorized access to the system” — faithfulness dropped even lower. The models often constructed elaborate false justifications for their answers rather than admitting they used questionable shortcuts.

The Anthropic research suggests that even current chain of thought monitoring may be less reliable than safety advocates hope. Models frequently engaged in what researchers called “reward hacking” — exploiting system vulnerabilities to achieve better scores — while hiding this behavior from their observable reasoning traces.

Safety window may be closing faster than experts realized

The collaboration between rival AI companies reflects both the potential value of chain of thought monitoring and the mounting urgency researchers feel about preserving this capability. The competing evidence from Anthropic’s separate research suggests the window may already be narrower than initially believed.

The stakes are high, and the timeline is compressed. As Baker noted, the current moment may be the last chance to ensure humans can still understand what their AI creations are thinking — before those thoughts become too alien to comprehend, or before the models learn to hide them entirely.

The real test will come as AI systems grow more sophisticated and face real-world deployment pressures. Whether chain of thought monitoring proves to be a lasting safety tool or a brief glimpse into minds that quickly learn to obscure themselves may determine how safely humanity navigates the age of artificial intelligence.

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Equinix, AWS embrace liquid cooling to power AI implementations

With AWS, it deployed In-Row Heat Exchangers (IRHX), a custom-built liquid cooling system designed specifically for servers using Nvidia’s Blackwell GPUs, it’s most powerful but also its hottest running processors used for AI training and inference. The IRHX unit has three components: a water‑distribution cabinet, an integrated pumping unit, and in‑row fan‑coil modules. It uses direct to chip liquid cooling just like the equinox servers, where cold‑plates attached to the chip draw heat from the chips and is cooled by the liquid. The warmed coolant then flows through the coils of heat exchangers, where high‑speed fans Blow on the pipes to cool them, like a car radiator. This type of cooling is nothing new, and there are a few direct to chip liquid cooling solutions on the market from Vertiv, CoolIT, Motivair, and Delta Electronics all sell liquid cooling options. But AWS separates the pumping unit from the fan-coil modules, letting a single pumping system to support large number of fan units. These modular fans can be added or removed as cooling requirements evolve, giving AWS the flexibility to adjust the system per row and site. This led to some concern that Amazon would disrupt the market for liquid cooling, but as a Dell’Oro Group analyst put it, Amazon develops custom technologies for itself and does not go into competition or business with other data center infrastructure companies.

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Intel CEO: We are not in the top 10 semiconductor companies

The Q&A session came on the heels of layoffs across the company. Tan was hired in March, and almost immediately he began to promise to divest and reduce non-core assets. Gelsinger had also begun divesting the company of losers, but they were nibbles around the edge. Tan is promising to take an axe to the place. In addition to discontinuing products, the company has outsourced marketing and media relations — for the first time in more than 25 years of covering this company, I have no internal contacts at Intel. Many more workers are going to lose their jobs in coming weeks. So far about 500 have been cut in Oregon and California but many more is expected — as much as 20% of the overall company staff may go, and Intel has over 100,000 employees, according to published reports. Tan believes the company is bloated and too bogged down with layers of management to be reactive and responsive in the same way that AMD and Nvidia are. “The whole process of that (deciding) is so slow and eventually nobody makes a decision,” he is quoted as saying. Something he has decided on is AI, and he seems to have decided to give up. “On training, I think it is too late for us,” Tan said, adding that Nvidia’s position in that market is simply “too strong.” So there goes what sales Gaudi3 could muster. Instead, Tan said Intel will focus on “edge” artificial intelligence, where AI capabilities Are brought to PCs and other remote devices rather than big AI processors in data centers like Nvidia and AMD are doing. “That’s an area that I think is emerging, coming up very big and we want to make sure that we capture,” Tan said.

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AMD: Latest news and insights

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Nvidia hits $4T market cap as AI, high-performance semiconductors hit stride

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Enterprises will strengthen networks to take on AI, survey finds

Private data centers: 29.5% Traditional public cloud: 35.4% GPU as a service specialists: 18.5% Edge compute: 16.6% “There is little variation from training to inference, but the general pattern is workloads are concentrated a bit in traditional public cloud and then hyperscalers have significant presence in private data centers,” McGillicuddy explained. “There is emerging interest around deploying AI workloads at the corporate edge and edge compute environments as well, which allows them to have workloads residing closer to edge data in the enterprise, which helps them combat latency issues and things like that. The big key takeaway here is that the typical enterprise is going to need to make sure that its data center network is ready to support AI workloads.” AI networking challenges The popularity of AI doesn’t remove some of the business and technical concerns that the technology brings to enterprise leaders. According to the EMA survey, business concerns include security risk (39%), cost/budget (33%), rapid technology evolution (33%), and networking team skills gaps (29%). Respondents also indicated several concerns around both data center networking issues and WAN issues. Concerns related to data center networking included: Integration between AI network and legacy networks: 43% Bandwidth demand: 41% Coordinating traffic flows of synchronized AI workloads: 38% Latency: 36% WAN issues respondents shared included: Complexity of workload distribution across sites: 42% Latency between workloads and data at WAN edge: 39% Complexity of traffic prioritization: 36% Network congestion: 33% “It’s really not cheap to make your network AI ready,” McGillicuddy stated. “You might need to invest in a lot of new switches and you might need to upgrade your WAN or switch vendors. You might need to make some changes to your underlay around what kind of connectivity your AI traffic is going over.” Enterprise leaders intend to invest in infrastructure

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CoreWeave acquires Core Scientific for $9B to power AI infrastructure push

Such a shift, analysts say, could offer short-term benefits for enterprises, particularly in cost and access, but also introduces new operational risks. “This acquisition may potentially lower enterprise pricing through lease cost elimination and annual savings, while improving GPU access via expanded power capacity, enabling faster deployment of Nvidia chipsets and systems,” said Charlie Dai, VP and principal analyst at Forrester. “However, service reliability risks persist during this crypto-to-AI retrofitting.” This also indicates that struggling vendors such as Core Scientific and similar have a way to cash out, according to Yugal Joshi, partner at Everest Group. “However, it does not materially impact the availability of Nvidia GPUs and similar for enterprises,” Joshi added. “Consolidation does impact the pricing power of vendors.” Concerns for enterprises Rising demand for AI-ready infrastructure can raise concerns among enterprises, particularly over access to power-rich data centers and future capacity constraints. “The biggest concern that CIOs should have with this acquisition is that mature data center infrastructure with dedicated power is an acquisition target,” said Hyoun Park, CEO and chief analyst at Amalgam Insights. “This may turn out to create challenges for CIOs currently collocating data workloads or seeking to keep more of their data loads on private data centers rather than in the cloud.”

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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

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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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