Qcells finalizes $1.5B DOE loan guarantee for Georgia solar plant

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Qcells finalizes $1.5B DOE loan guarantee for Georgia solar plant

Dive Brief: Qcells closed on a $1.45 billion Energy Department loan guarantee to support its solar panel manufacturing facility in Cartersville, Georgia, the agency announced Dec. 19. The facility will create 1,650 full-time jobs and generate 3.3 GW of solar panels annually, enough to power 500,000 homes and reduce CO2 emissions by over five million […]

Dive Brief:

Qcells closed on a $1.45 billion Energy Department loan guarantee to support its solar panel manufacturing facility in Cartersville, Georgia, the agency announced Dec. 19.
The facility will create 1,650 full-time jobs and generate 3.3 GW of solar panels annually, enough to power 500,000 homes and reduce CO2 emissions by over five million tons per year.
Qcells began some production at the Cartersville site this past spring, with plans to start full-scale operations in 2025.

Dive Insight:

The facility will produce solar components to support the end-to-end supply chain, including ingots, wafers, cells and finished solar panels. The factory will be the largest ingot and wafer plant ever built in the U.S., according to DOE.

The project has a potential sales output of more than $2 billion. The company is also eligible for Inflation Reduction Act incentives, such as the Section 45X Advanced Manufacturing Production Tax Credit.

The Cartersville factory will supply solar panels for distributed and utility-scale projects. In January, Qcells signed an eight-year, 12 GW solar and engineering, procurement and construction agreement with Microsoft, fulfilled by panels made in Cartersville.

An hour away from Cartersville, Hanwha Qcells USA, Inc. opened a solar factory in Dalton, Georgia, in 2019. Hanwha, Qcells’ parent company, expanded the Dalton facility in October 2023 to produce a total of 5.1 GW of solar panels per year.

Qcells has committed to spending nearly $2.8 billion to build out a complete and sustainable solar supply chain in the U.S., first announced in January 2023. So far, Hanwha Qcells USA has completed over 2 GW of projects and has over 10 GW in its development pipeline.

The Biden-Harris administration has been racing to finalize Energy Department clean energy loans while the president is still in office. Across all Loan Programs Office programs, DOE has attracted 210 applications for domestic clean energy projects totaling over $324.3 billion in requested loans and loan guarantees, as of November 2024.

Recent DOE financing projects include $9.63 billion to BlueOval SK to expand electric vehicle battery manufacturing and $1.25 billion to EVgo to grow public fast charging in the U.S.

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ExxonMobil bumps up 2030 target for Permian production

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Cloud providers continue to push EU court to undo Broadcom-VMware merger

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P4 programming: Redefining what’s possible in network infrastructure

Real problems P4 solves Visibility that actually tells you something Traditional monitoring gives you SNMP counters (updated every 30 seconds, way too slow) or NetFlow samples (statistically useful but incomplete). Neither tells you what happened to a specific transaction at a specific moment. P4 changes this completely. Your switches and

Cybersecurity skills matter more than headcount in an AI era: ISC2 study

Organizations have experienced oversights in cybersecurity processes and procedures (26%), been forced to put underqualified or inexperienced people into roles to cover them (25%), are lacking the time or resources to train cybersecurity staff (25%), and are dealing with misconfigured systems (24%), according to this year’s study. The report also

WoodMac Says Eni Find Reinforces Kutei as One of Hottest Plays

Eni’s latest discovery in Indonesia reinforces the Kutei Basin’s reputation as one of the hottest global exploration plays of recent years. That’s what Andrew Harwood, Wood Mackenzie (WoodMac) Vice President, Corporate Research, said in a statement sent to Rigzone, adding that the find “will add to Indonesia’s gas resources when the country increasingly focuses on gas availability”. “It provides options for Indonesia as the nation balances domestic demand needs with future export opportunities,” Harwood said. Harwood noted that the Konta-1 discovery “adds momentum to Eni’s existing plans to invest in and develop new gas sources for the currently underutilized Bontang LNG plant”. “The Konta-1 discovery lies in the northern Muara Bakau area, close to Eni’s pre-FID Kutei North Hub. It provides future tie-back upside and offers Plan B for Eni if the un-appraised Geng North underperforms initial expectations,” he added. Harwood also said Eni’s latest find encourages the company’s ongoing exploration campaign, which he pointed out runs into 2026. “Wood Mackenzie’s pick of prospects in line for drilling is Geliga, which holds multi trillion cubic foot potential,” he stated. Harwood went on to note that 2026 “looks exciting for Eni’s Indonesian portfolio with several major milestones ahead”. “These include exploration campaign results, a final investment decision on the Northern hub development, and the launch of ‘NewCo’ – the strategic satellite venture between Eni and Petronas,” he highlighted. In a statement sent to Rigzone recently, Eni announced a “significant gas discovery” in the Konta-1 exploration well off the coast of East Kalimantan in Indonesia. “Estimates indicate 600 billion cubic feet of gas initially in place (GIIP) with a potential upside beyond one trillion cubic feet,” Eni said in the statement. “Konta-1 was drilled to a depth of 4,575 meters [15,009 feet] in 570 meters [1,870 feet] water depth, encountering gas in

China Fossil Fuel Generation Set for First Drop in Decade

China’s fossil fuel power plants are on track to chart their first annual drop in generation in a decade as renewables flood the grid to meet rising demand. Thermal electricity output fell 4.2 percent in November, according to data published by the National Bureau of Statistics on Monday. Generation from coal and gas-fired plants is down 0.7 percent this year, on track for the first annual decline since 2015 unless there’s a sharp jump in December. China’s massive fleet of coal power stations is the world’s leading source of greenhouse gases fueling global warming. Even though the nation is continuing to build more of the plants, their use is plateauing as huge investments in renewables meet growing consumption needs. Wind power jumped 22 percent in November from the previous year, while large solar farms saw a 23 percent rise in generation, additional data released Monday showed. Even as power-sector emissions in China drop, they’ve been largely offset by rising pollution from a growing fleet of chemicals and plastics factories, according to the Centre for Research on Energy and Clean Air. The nation’s coal output fell on an annual basis for a fifth month, while oil and natural gas continued to rise toward annual production records. What do you think? We’d love to hear from you, join the conversation on the Rigzone Energy Network. The Rigzone Energy Network is a new social experience created for you and all energy professionals to Speak Up about our industry, share knowledge, connect with peers and industry insiders and engage in a professional community that will empower your career in energy.

Smart growth, lower costs: How fuel cells support utility expansion

As utilities work to expand capacity and modernize aging infrastructure to meet growing demand, they face a new imperative: doing more with every dollar invested. Analysts project capital expenditures by U.S. investor-owned electric utilities will reach $1.4 trillion between 2025 and 2030, nearly twice the amount spent during the entire previous decade. To maintain today’s investment momentum and strengthen reliability and resilience, utilities have an opportunity to look beyond cost control and pursue strategies that deliver broader long-term value. That means seeking systems that maximize output, efficiency and uptime. In today’s energy landscape, fuel cells are becoming increasingly relevant. They provide modular, reliable power that helps utilities extract more value from their investments while addressing rising demand and aging infrastructure. With high electrical efficiency, modular design and exceptional reliability, advanced fuel cell systems enable utilities to generate more value from their assets and streamline their day-to-day operations. Powering More with Less: Fuel Cells Redefine Efficiency Fuel cells outperform traditional combustion-based generators by converting fuel into electricity through an electrochemical reaction, rather than by burning it. This translates into roughly 15% to 20% higher efficiency than most open-cycle gas turbines or reciprocating engines. That improved conversion efficiency means each kilowatt-hour requires less fuel, increasing energy productivity and reducing exposure to fuel-price swings. Among the various types of fuel cells, solid oxide fuel cells(SOFCs) offer the greatest advantages. Operating at high temperatures and utilizing a solid ceramic electrolyte, rather than relying on precious metals, corrosive acids or molten materials, SOFCs are a modern technology that converts fuels such as natural gas or hydrogen into electricity with exceptional efficiency and durability. Conversion efficiencies can reach up to 65% and when integrated with combined heat and power (CHP) configurations, the total system efficiency can exceed 90%. Meeting Demand Faster with Fuel Cells With demand surging,

What’s ahead for utilities: Navigating demand, AI and customer affordability

Utilities are entering a transformative year, with surging demand, affordability concerns, cybersecurity challenges and the increasing integration of artificial intelligence reshaping the industry. Utilities that thrive in this complex environment will need to adopt disciplined, analytics-driven strategies to ensure resilience, reliability and affordability. The forces driving change are significant and utilities must act decisively to navigate these challenges while building trust with customers and regulators. For a comprehensive analysis of the trends and strategies driving the future of utilities, download the full report. Surging Demand Requires Proactive Grid Management One of the most pressing issues is the unprecedented demand growth fueled by data centers, AI workloads and advanced manufacturing. Global power demand from data centers alone is expected to rise by 165% by 2030, with AI-driven workloads accounting for nearly a third of that increase. This surge in demand is straining transmission and distribution grids, which are already hampered by regulatory and permitting delays. Utilities must rethink traditional planning cycles and adopt predictive load forecasting tools to anticipate new energy use patterns with greater accuracy. Advanced transmission technologies, such as dynamic line ratings and topology optimization, can help increase grid capacity and efficiency, ensuring utilities remain competitive. Modernizing interconnection processes is also vital, as delays in connecting new loads to the grid can hinder progress. By deploying digital workflow tools and creating public-facing hosting capacity maps, utilities can streamline interconnection requests and enable developers to make informed decisions about project siting. Customer Affordability at a Tipping Point Massive grid investments to support electrification, data centers and climate resilience are driving rates higher, while inflation continues to strain household budgets. Since 2021, electricity prices have risen by 30%, leaving nearly 80 million Americans struggling to pay their utility bills. Utilities must adopt customer-centric solutions to address these concerns. Predictive analytics can

Equinor Greenlights Johan Castberg Tieback

Equinor ASA and its partners have agreed to proceed with the first project to be connected to the Johan Castberg field. Johan Castberg started production in March as only the third development on Norway’s side of the Barents Sea, according to information on government website Norskpetroleum.no. The other two, Snøhvit and Goliat, came online 2007 and 2016 respectively. “Recoverable oil in the new subsea development [the Isflak discovery] is estimated at 46 million barrels, and start-up is planned as early as the fourth quarter of 2028”, the Norwegian primarily state-owned company said in an online statement. Isflak, the first of several discoveries planned to be tied back to Johan Castberg, was discovered 2021. Its development is estimated to cost over NOK 4 billion, according to the statement. “A rapid development is possible because we can copy standardized solutions from Johan Castberg. The reservoir is in the same license and is similar to the discoveries we have developed previously, which means that we can copy equipment and well solutions. Johan Castberg has been developed as a future hub in the area”, said Equinor senior vice president for project development Trond Bokn. Equinor said, “The development solution for the Isflak discovery consists of two wells in a new subsea template tied back to existing subsea facilities via pipelines and umbilicals, and all new infrastructure is located within the current Johan Castberg license”. “Equinor has therefore applied to the Ministry of Energy for confirmation that Equinor has fulfilled the impact assessment obligation and exemption from the requirement for a plan for development and operation”, it said. “Global combustion emissions have been assessed in line with new practice”. Johan Castberg has raised Norway’s production capacity by up to 220,000 barrels per day, with estimated recoverable volumes of 450-650 million barrels, according to Equinor. The

TotalEnergies, Repsol, HitecVision Form UK North Sea Leader

TotalEnergies SE and NEO NEXT Energy Ltd, recently created by Repsol UK Ltd and HitecVision AS, have entered into a deal to combine their exploration and production assets in the United Kingdom and thereby create what they say would be the top producer in the UK North Sea. France’s TotalEnergies would own 47.5 percent of the resulting company, to be called NEO NEXT+. Norway-based HitecVision, a capital investor in Europe’s energy sector, and Repsol UK will retain 28.88 percent and 23.63 percent respectively, according to online statements by the parties. Repsol UK is 75 percent owned by Spanish integrated energy company Repsol SA and 25 percent owned by the United States’ EIG Global Energy Partners, which acquired a 25 percent stake in Repsol SA’s entire upstream portfolio in 2023 for $4.8 billion. HitecVision and Repsol UK had merged their North Sea assets into NEO NEXT earlier this year with interests of 55 percent and 45 percent respectively. NEO NEXT+ would “encompass a large and diverse asset portfolio including notably NEO Energy’s [HitecVision subsidiary] and Repsol UK’s interests in the Elgin/Franklin complex and the Penguins, Mariner, Shearwater and Culzean fields, enriched by TotalEnergies’ UK upstream assets, notably including its interests in the Elgin/Franklin complex and the Alwyn North, Dunbar and Culzean fields”, TotalEnergies said in a statement on its website. “With TotalEnergies as its leading shareholder, NEO NEXT+ will become the largest independent oil and gas producer in the UK with a production over 250,000 barrels of oil equivalent per day in 2026, ideally positioned to maximize the value of its portfolio, deliver strong financial returns and ensure a long-term sustainable and resilient future for its oil and gas business”, TotalEnergies said. TotalEnergies’ upstream portfolio in the UK averaged 121,000 barrels of oil equivalent a day (boed) last year, accounting for about 27 percent of the

Executive Roundtable: Converging Disciplines in the AI Buildout

At Data Center Frontier, we rely on industry leaders to help us understand the most urgent challenges facing digital infrastructure. And in the fourth quarter of 2025, the data center industry is adjusting to a new kind of complexity. AI-scale infrastructure is redefining what “mission critical” means, from megawatt density and modular delivery to the chemistry of cooling fluids and the automation of energy systems. Every project has arguably in effect now become an ecosystem challenge, demanding that electrical, mechanical, construction, and environmental disciplines act as one. For this quarter’s Executive Roundtable, DCF convened subject matter experts from Ecolab, EdgeConneX, Rehlko and Schneider Electric – leaders spanning the full chain of facilities design, deployment, and operation. Their insights illuminate how liquid cooling, energy management, and sustainable process design in data centers are now converging to set the pace for the AI era. Our distinguished executive panelists for this quarter include: Rob Lowe, Director RD&E – Global High Tech, Ecolab Phillip Marangella, Chief Marketing and Product Officer, EdgeConneX Ben Rapp, Manager, Strategic Project Development, Rehlko Joe Reele, Vice President, Datacenter Solution Architects, Schneider Electric Today: Engineering the New Normal – Liquid Cooling at Scale Today’s kickoff article grapples with how, as liquid cooling technology transitions to default hyperscale design, the challenge is no longer if, but how to scale builds safely, repeatably, and globally. Cold plates, immersion, dielectric fluids, and liquid-to-chip loops are converging into factory-integrated building blocks, yet variability in chemistry, serviceability, materials, commissioning practices, and long-term maintenance threatens to fragment adoption just as demand accelerates. Success now hinges on shared standards and tighter collaboration across OEMs, builders, and process specialists worldwide. So how do developers coordinate across the ecosystem to make liquid cooling a safe, maintainable global default? What’s Ahead in the Roundtable Over the coming days, our panel

DCF Trends Summit 2025: AI for Good – How Operators, Vendors and Cooling Specialists See the Next Phase of AI Data Centers

At the 2025 Data Center Frontier Trends Summit (Aug. 26-28) in Reston, Va., the conversation around AI and infrastructure moved well past the hype. In a panel sponsored by Schneider Electric—“AI for Good: Building for AI Workloads and Using AI for Smarter Data Centers”—three industry leaders explored what it really means to design, cool and operate the new class of AI “factories,” while also turning AI inward to run those facilities more intelligently. Moderated by Data Center Frontier Editor in Chief Matt Vincent, the session brought together: Steve Carlini, VP, Innovation and Data Center Energy Management Business, Schneider Electric Sudhir Kalra, Chief Data Center Operations Officer, Compass Datacenters Andrew Whitmore, VP of Sales, Motivair Together, they traced both sides of the “AI for Good” equation: building for AI workloads at densities that would have sounded impossible just a few years ago, and using AI itself to reduce risk, improve efficiency and minimize environmental impact. From Bubble Talk to “AI Factories” Carlini opened by acknowledging the volatility surrounding AI investments, citing recent headlines and even Sam Altman’s public use of the word “bubble” to describe the current phase of exuberance. “It’s moving at an incredible pace,” Carlini noted, pointing out that roughly half of all VC money this year has flowed into AI, with more already spent than in all of the previous year. Not every investor will win, he said, and some companies pouring in hundreds of billions may not recoup their capital. But for infrastructure, the signal is clear: the trajectory is up and to the right. GPU generations are cycling faster than ever. Densities are climbing from high double-digits per rack toward hundreds of kilowatts. The hyperscale “AI factories,” as NVIDIA calls them, are scaling to campus capacities measured in gigawatts. Carlini reminded the audience that in 2024,

FinOps Foundation sharpens FOCUS to reduce cloud cost chaos

“The big change that’s really started to happen in late 2024 early 2025 is that the FinOps practice started to expand past the cloud,” Storment said. “A lot of organizations got really good at using FinOps to manage the value of cloud, and then their organizations went, ‘oh, hey, we’re living in this happily hybrid state now where we’ve got cloud, SaaS, data center. Can you also apply the FinOps practice to our SaaS? Or can you apply it to our Snowflake? Can you apply it to our data center?’” The FinOps Foundation’s community has grown to approximately 100,000 practitioners. The organization now includes major cloud vendors, hardware providers like Nvidia and AMD, data center operators and data cloud platforms like Snowflake and Databricks. Some 96 of the Fortune 100 now participate in FinOps Foundation programs. The practice itself has shifted in two directions. It has moved left into earlier architectural and design processes, becoming more proactive rather than reactive. It has also moved up organizationally, from director-level cloud management roles to SVP and COO positions managing converged technology portfolios spanning multiple infrastructure types. This expansion has driven the evolution of FOCUS beyond its original cloud billing focus. Enterprises are implementing FOCUS as an internal standard for chargeback reporting even when their providers don’t generate native FOCUS data. Some newer cloud providers, particularly those focused on AI infrastructure, are using the FOCUS specification to define their billing data structures from the ground up rather than retrofitting existing systems. The FOCUS 1.3 release reflects this maturation, addressing technical gaps that have emerged as organizations apply cost management practices across increasingly complex hybrid environments. FOCUS 1.3 exposes cost allocation logic for shared infrastructure The most significant technical enhancement in FOCUS 1.3 addresses a gap in how shared infrastructure costs are allocated and

Aetherflux joins the race to launch orbital data centers by 2027

Enterprises will connect to and manage orbital workloads “the same way they manage cloud workloads today,” using optical links, the spokesperson added. The company’s approach is to “continuously launch new hardware and quickly integrate the latest architectures,” with older systems running lower-priority tasks to serve out the full useful lifetime of their high-end GPUs. The company declined to disclose pricing. Aetherflux plans to launch about 30 satellites at a time on SpaceX Falcon 9 rockets. Before the data center launch, the company will launch a power-beaming demonstration satellite in 2026 to test transmission of one kilowatt of energy from orbit to ground stations, using infrared lasers. Competition in the sector has intensified in recent months. In November, Starcloud launched its Starcloud-1 satellite carrying an Nvidia H100 GPU, which is 100 times more powerful than any previous GPU flown in space, according to the company, and demonstrated running Google’s Gemma AI model in orbit. In the same month, Google announced Project Suncatcher, with a 2027 demonstration mission planned. Analysts see limited near-term applications Despite the competitive activity, orbital data centers won’t replace terrestrial cloud regions for general hosting through 2030, said Ashish Banerjee, senior principal analyst at Gartner. Instead, they suit specific workloads, including meeting data sovereignty requirements for jurisdictionally complex scenarios, offering disaster recovery immune to terrestrial risks, and providing asynchronous high-performance computing, he said. “Orbital centers are ideal for high-compute, low-I/O batch jobs,” Banerjee said. “Think molecular folding simulations for pharma, massive Monte Carlo financial simulations, or training specific AI model weights. If the job takes 48 hours, the 500ms latency penalty of LEO is irrelevant.” One immediate application involves processing satellite-generated data in orbit, he said. Earth observation satellites using synthetic aperture radar generate roughly 10 gigabytes per second, but limited downlink bandwidth creates bottlenecks. Processing data in

Here’s what Oracle’s soaring infrastructure spend could mean for enterprises

He said he had earlier told analysts in a separate call that margins for AI workloads in these data centers would be in the 30% to 40% range over the life of a customer contract. Kehring reassured that there would be demand for the data centers when they were completed, pointing to Oracle’s increasing remaining performance obligations, or services contracted but not yet delivered, up $68 billion on the previous quarter, saying that Oracle has been seeing unprecedented demand for AI workloads driven by the likes of Meta and Nvidia. Rising debt and margin risks raise flags for CIOs For analysts, though, the swelling debt load is hard to dismiss, even with Oracle’s attempts to de-risk its spend and squeeze more efficiency out of its buildouts. Gogia sees Oracle already under pressure, with the financial ecosystem around the company pricing the risk — one of the largest debts in corporate history, crossing $100 billion even before the capex spend this quarter — evident in the rising cost of insuring the debt and the shift in credit outlook. “The combination of heavy capex, negative free cash flow, increasing financing cost and long-dated revenue commitments forms a structural pressure that will invariably finds its way into the commercial posture of the vendor,” Gogia said, hinting at an “eventual” increase in pricing of the company’s offerings. He was equally unconvinced by Magouyrk’s assurances about the margin profile of AI workloads as he believes that AI infrastructure, particularly GPU-heavy clusters, delivers significantly lower margins in the early years because utilisation takes time to ramp.

New Nvidia software gives data centers deeper visibility into GPU thermals and reliability

Addressing the challenge Modern AI accelerators now draw more than 700W per GPU, and multi-GPU nodes can reach 6kW, creating concentrated heat zones, rapid power swings, and a higher risk of interconnect degradation in dense racks, according to Manish Rawat, semiconductor analyst at TechInsights. Traditional cooling methods and static power planning increasingly struggle to keep pace with these loads. “Rich vendor telemetry covering real-time power draw, bandwidth behavior, interconnect health, and airflow patterns shifts operators from reactive monitoring to proactive design,” Rawat said. “It enables thermally aware workload placement, faster adoption of liquid or hybrid cooling, and smarter network layouts that reduce heat-dense traffic clusters.” Rawat added that the software’s fleet-level configuration insights can also help operators catch silent errors caused by mismatched firmware or driver versions. This can improve training reproducibility and strengthen overall fleet stability. “Real-time error and interconnect health data also significantly accelerates root-cause analysis, reducing MTTR and minimizing cluster fragmentation,” Rawat said. These operational pressures can shape budget decisions and infrastructure strategy at the enterprise level.

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.

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

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

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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