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Qualcomm and Nokia Bell Labs show how multiple-vendor AI models can work together in wireless networks

Qualcomm and Nokia Bell Labs showed how multiple-vendor AI models can work together in an interoperable way in wireless networks. Carl Nuzman, Bell Labs Fellow at Nokia Bell Labs and Rachel Wang, principal engineer at Qualcomm, said in a blog post that they demonstrated the flexibility of sequential learning, which can facilitate networkdecoder-first or device encoder-first training. They said Qualcomm and Nokia Bell Labs are continuing to work together to demonstrate the value of interoperable, multi-vendor AI in wireless networks. At Mobile World Congress 2024, they first demonstrated over-the-air interoperability of AI-enhanced channel state feedback encoder and decoder models. These were running in reference mobile devices with Qualcomm’s 5G modem-RF system and a Nokia prototype base station, respectively. These interoperable models were developed by the two companies using a new technique referred to as sequential learning. Now they’re back at MWC 2025 with more. Channel state feedback helps the network figure out the best way to send data to your device. As wireless conditions change, so does the optimal direction a transmission takes from the network to the device. Qualcomm and Nokia were able to make the network smarter and more efficient by generating precise beams with AI. With sequential learning, multiple companies can co-design interoperable AI models without needing to share proprietary details of their implementations. Instead, a training dataset of model input/output pairs is shared from one company to the other. Building on this proof-of-concept, the companies have since continued working together to demonstrate the value, flexibility and scalability of interoperable AI for channel state feedback. Wireless AI robustness in different physical environments AI can send the right radio beams to your device. As AI technologies are deployed in real-world networks, it is important to ensure that models work robustly in diverse environments. Training datasets should be sufficiently diverse for AI models to learn effectively; however, it is unrealistic for them to cover all possible scenarios. Thus, it is critical for AI models to generalize their training to handle new situations. In the collaboration, the firms studied three very different cell sites: an outdoor suburban location and two different indoor environments. In the first scenario, they compared the performance of a common AI model trained with diverse datasets with hyper-local models that are trained at specific locations. They found the common AI model can work in different environments with comparable performance as hyper local models. The companies later adapted the common model to include data from Indoor Site 2 (the Adapted Common model). Then they measured the user data throughput at four different locations inside Indoor Site 2. The common model came within 1% of the performance of the Adapted Common model in all cases, showing the robustness of the general common model to new scenarios. AI-enhanced channel state feedback allows the network to transmit in a more precise beam pattern, improving the received signal strength, reducing interference, and ultimately providing higher data throughput. We measured this improvement by logging data throughputs experienced with AI-based feedback and grid-of-beam-based feedback (3GPP Type I) as the mobile user moved between various locations in the cell. Use of the AI feedback yielded higher throughput, with per-location throughput gains ranging from 15% to 95%. The throughput gains that will be observed in commercial systems under AI-enhanced CSF will depend on many factors. However, the results of this proof-of-concept, together with numerous simulation studies, suggest that the throughput with AI enhancements will be consistently higher than the that achieved with legacy approaches. Sequential learning can be carried out in two ways, either device encoder-first or network decoder first, which has different implications for deployment and standardization. To support 3GPP’s increasing interest in the decoder-first approach, this year we replaced our original encoder-first demonstrations with decoder-first model training. With the encoder-first approach demonstrated in MWC 2024, Qualcomm designed an encoder model, generated a training dataset of input/output pairs, and then shared the dataset with Nokia, which subsequently designed an interoperable decoder. This year, with the decoder-first approach, Nokia designed a decoder model and generated and shared a training dataset of decoder input/output pairs for Qualcomm Technologies to use in designing an interoperable encoder. We found that models designed by both modalities performed equally well, within a few percentage points. Bottom line AI models can enhance the performance of wireless networks. The prototype that Qualcomm Technologies and Nokia Bell Labs have jointly demonstrated represents a key step in moving AI-enhanced communication from concept to reality. The results show that the user experience can be significantly improved, in a robust way, via multiple learning modalities. As we learn to design interoperable, multi-vendor AI systems, we can start to realize enhanced capacity, improved reliability, and reduced energy consumption.

Qualcomm and Nokia Bell Labs showed how multiple-vendor AI models can work together in an interoperable way in wireless networks.

Carl Nuzman, Bell Labs Fellow at Nokia Bell Labs and Rachel Wang, principal engineer at Qualcomm, said in a blog post that they demonstrated the flexibility of sequential learning, which can facilitate network
decoder-first or device encoder-first training.

They said Qualcomm and Nokia Bell Labs are continuing to work together to demonstrate the value of interoperable, multi-vendor AI in wireless networks. At Mobile World Congress 2024, they first demonstrated over-the-air interoperability of AI-enhanced channel state feedback encoder and decoder models.

These were running in reference mobile devices with Qualcomm’s 5G modem-RF system and a Nokia prototype base station, respectively. These interoperable models were developed by the two companies using a new technique referred to as sequential learning. Now they’re back at MWC 2025 with more.

Channel state feedback helps the network figure out the best way to send data to your device. As wireless conditions change, so does the optimal direction a transmission takes from the network to the device. Qualcomm and Nokia were able to make the network smarter and more efficient by generating precise beams with AI.

With sequential learning, multiple companies can co-design interoperable AI models without needing to share proprietary details of their implementations. Instead, a training dataset of model input/output pairs is shared from one company to the other.

Building on this proof-of-concept, the companies have since continued working together to demonstrate the value, flexibility and scalability of interoperable AI for channel state feedback.

Wireless AI robustness in different physical environments

AI can send the right radio beams to your device.

As AI technologies are deployed in real-world networks, it is important to ensure that models work robustly in diverse environments. Training datasets should be sufficiently diverse for AI models to learn effectively; however, it is unrealistic for them to cover all possible scenarios.

Thus, it is critical for AI models to generalize their training to handle new situations. In the collaboration, the firms studied three very different cell sites: an outdoor suburban location and two different indoor environments.

In the first scenario, they compared the performance of a common AI model trained with diverse datasets with hyper-local models that are trained at specific locations. They found the common AI model can work in different environments with comparable performance as hyper local models.

The companies later adapted the common model to include data from Indoor Site 2 (the Adapted Common model). Then they measured the user data throughput at four different locations inside Indoor Site 2. The common model came within 1% of the performance of the Adapted Common model in all cases, showing the robustness of the general common model to new scenarios.

AI-enhanced channel state feedback allows the network to transmit in a more precise beam pattern, improving the received signal strength, reducing interference, and ultimately providing higher data throughput. We measured this improvement by logging data throughputs experienced with AI-based feedback and grid-of-beam-based feedback (3GPP Type I) as the mobile user moved between various locations in the cell.

Use of the AI feedback yielded higher throughput, with per-location throughput gains ranging from 15% to 95%. The throughput gains that will be observed in commercial systems under AI-enhanced CSF will depend on many factors. However, the results of this proof-of-concept, together with numerous simulation studies, suggest that the throughput with AI enhancements will be consistently higher than the that achieved with legacy approaches.

Sequential learning can be carried out in two ways, either device encoder-first or network decoder first, which has different implications for deployment and standardization. To support 3GPP’s increasing interest in the decoder-first approach, this year we replaced our original encoder-first demonstrations with decoder-first model training.

With the encoder-first approach demonstrated in MWC 2024, Qualcomm designed an encoder model, generated a training dataset of input/output pairs, and then shared the dataset with Nokia, which subsequently designed an interoperable decoder.

This year, with the decoder-first approach, Nokia designed a decoder model and generated and shared a training dataset of decoder input/output pairs for Qualcomm Technologies to use in designing an interoperable encoder. We found that models designed by both modalities performed equally well, within a few percentage points.

Bottom line

AI models can enhance the performance of wireless networks.

The prototype that Qualcomm Technologies and Nokia Bell Labs have jointly demonstrated represents a key step in moving AI-enhanced communication from concept to reality. The results show that the user experience can be significantly improved, in a robust way, via multiple learning modalities. As we learn to design interoperable, multi-vendor AI systems, we can start to realize enhanced capacity, improved reliability, and reduced energy consumption.

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Observability platforms gain AI capabilities

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Cisco strengthens integrated IT/OT network and security controls

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California Resources to Combine with Berry in All-Stock Deal

California Resources Corporation (CRC) and Berry Corporation said they have entered into a definitive agreement to combine in an all-stock transaction valuing Berry at approximately $717 million, inclusive of Berry’s net debt. Under the terms of the merger agreement, existing CRC shareholders are expected to own approximately 94 percent of the combined company upon closing, the two companies said in a joint statement. Berry shareholders will receive a fixed exchange ratio of 0.0718 shares of CRC common stock for each share of Berry common stock owned. The transaction will add oil-weighted, mostly conventional proved developed reserves and sustainable cash flow to CRC. On a pro forma basis, the combined company would have produced approximately 16,000 barrels of oil equivalent per day (boepd) consisting of 81 percent oil in the second quarter and would have held approximately 652 million barrels of oil equivalent (MMboe) proved reserves as of the end of 2024, according to the statement. The transaction is expected to close in the first quarter of 2026, subject to customary closing conditions, including receipt of required regulatory approvals and receipt of Berry shareholder approval. As a result of the combination, CRC will also own C&J Well Services, a California-focused oilfield services subsidiary of Berry. This business will enhance CRC’s ability to maintain active wells, strengthen its well abandonment capabilities, help support safe and responsible operations, mitigate future cost inflation and ensure long-term operational efficiency, the company said. CRC’s executive management team will lead the combined company from its headquarters in Long Beach, California, according to the statement. CRC plans to refinance Berry’s outstanding debt with cash on hand and borrowings under its credit agreement and may also pursue a new debt issuance to further optimize its balance sheet and support long-term capital allocation priorities, the statement said. “The combination of

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Union Says it Delivered ‘Wage Win’ for CNOOC Offshore Workers

In a statement sent to Rigzone by Unite on Thursday, the union announced that it had delivered a “wage win for CNOOC offshore workers”, adding that its “latest oil and gas industry success [is] worth up to GBP 8,000 ($10,897)”. The union confirmed in the statement that “around 130 workers have overwhelmingly backed a pay deal with offshore operator CNOOC”. It noted that the basic pay increase is worth 5.5 percent “with further improvements to allowances worth an additional seven per cent”. “The overall package is equivalent to an uplift amounting up to GBP 8,000 for members working on the Buzzard, Scott, and Golden Eagle platforms depending on their role,” Unite said in the statement. The union noted in the statement that the CNOOC workers include control room operators, supervisors, electricians, technicians, and mechanics. Unite added that the membership “had previously supported strike action after several offers were rejected by the workers”.  “Unite has successfully delivered its latest wage win for offshore workers, this time for those employed by CNOOC,” Unite General Secretary Sharon Graham said in the statement. “It’s a significant increase which only came about due to our members being prepared to take strike action to get a better deal,” Graham added. Unite industrial officer John Boland said in the statement, “Unite is pleased to secure a good pay deal for our CNOOC membership”. “We are putting millions of pounds directly into the pockets of highly skilled workers in the oil and gas industry. Unite does what it says on the tin: we deliver better jobs, pay, and conditions for offshore workers,” he added. Rigzone has contacted CNOOC Limited and CNOOC International for comment on Unite’s statement. At the time of writing, neither have responded to Rigzone. CNOOC International is the operator of Buzzard, Golden Eagle, and Scott, CNOOC International’s

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OMV Hints at Austrian Layoffs in Broad Business Review

Austria’s state-backed OMV AG has announced a review “to streamline operations and portfolio” that could include a potential workforce downsizing at home in favor of automation. Negotiations are ongoing with employee representatives about “a potential labor impact in Austria, which is currently estimated to be in the region of mid three-digits”, the oil and gas company said in a statement on its website. “Further details will be announced in due time”, the statement added. OMV said the review could lead to EUR 400 million ($470.61 million) in cost savings by 2027, “contributing positively to the delivery of the EUR 500 million operating cashflow improvement” that the company set last year, according to the statement. “Future-proofing our business and strengthening our competitiveness are key to continuing to seamlessly serve all our customers and stakeholders”, said chair and chief executive Alfred Stern. “Amid a challenging market and volatile geopolitical environment, we are setting us up for long-term resilience and successfully delivering on our strategy.  “In this context, the executive board of OMV Group has initiated a comprehensive review of our portfolio, strategic priority areas and efficiency measures across the entire Group, resulting in a combination of future-oriented measures”. OMV said, “The subject efficiency improvement program is set to take a holistic view on all ongoing efficiency initiatives within the OMV Group, with their respective focus areas and varying timelines”. “One of the key principles is to future-proof its business, by increasing the focus and prioritizing business activities on value-adding areas for investment”, OMV said. “Secondly, this initiative focuses on developing simplified processes to increase the agility and flexibility of the organization. This shall include, for example, increased standardization of activities and additional deployment of technologies, such as AI, digital tools and automation”. “With a view to achieve higher simplification and standardization of

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Liberia Awards First Exploration Leases in Years to TotalEnergies

TotalEnergies SE has signed production sharing contracts (PSCs) for four adjoining exploration blocks spanning about 12,700 square kilometers (4,903.49 square miles) in Liberian waters. LB-6, LB-11, LB-17 and LB-29, awarded under Liberia’s 2024 Direct Negotiation Licensing Round, mark the first upstream hydrocarbon agreements signed by the West African country in over a decade, according to the Liberian Petroleum Regulatory Authority (LPRA). “The work program includes acquiring one firm 3D seismic survey”, the French global energy giant said in a statement on its website. “TotalEnergies is enthusiastic to be part of the resumption of exploration activities in offshore Liberia”, commented Kevin McLachlan, senior vice president for exploration at TotalEnergies. “Entering these blocks aligns with our strategy of diversifying our exploration portfolio in high-potential new oil-prone basins. “These areas hold significant potential for prospects that have the potential for large-scale discoveries that lead to cost-effective, low-emission developments, leveraging the company’s proven expertise in deepwater operations”. The LPRA said in a separate statement online, “The signing of the PSCs represents one of the most important foreign investments in Liberia’s oil and gas sector in more than a decade”. “As one of the world’s largest integrated energy companies, with a proven track record in deepwater exploration across Africa and globally, TotalEnergies’ entry into Liberia signals renewed international confidence in the country’s hydrocarbon potential”, the LPRA added. LPRA director-general Marilyn T. Logan said the contract signing in Paris “stands as a vote of confidence in the reforms we have undertaken to attract responsible operators”. The LPRA added, “The contracts incorporate environmental and social safeguards, transparent revenue management provisions and robust local content requirements, ensuring Liberians benefit directly from sector growth”. Earlier this month TotalEnergies announced new offshore exploration licenses in two other African countries: two in Nigeria and one in the Republic of the Congo. The Nzombo

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ICYMI: Secretary Wright Advances President Trump’s Energy Dominance Agenda in Europe

Secretary Wright participated in the 2025 GasTech Conference in Milan, met with EU leaders in Brussels, and delivered the U.S. National Statement at the International Atomic Energy Agency’s 69th General Conference in Vienna  WASHINGTON— This week, U.S. Secretary of Energy Chris Wright concluded a 10-day trip across Europe with stops in Milan, Brussels, and Vienna, where he built upon President Trump’s bold energy agenda, strengthened long-term partnerships with European allies, and encouraged nations to join the United States in building a secure and prosperous energy future. The trip highlighted progress made in President Trump’s recent historic trade deal with the EU, which included an agreement from the EU to purchase $750 billion in U.S. energy and invest $600 billion in the United States by 2028.  Watch: Secretary Wright Joins Brian Sullivan for GasTech 2025 Fireside Chat — September 10, 2025  Secretary Wright participated in a keynote fireside chat and press conference with energy officials and natural gas providers at the 2025 GasTech Conference in Milan, Italy. He highlighted President Trump’s commitment to growing gas exports and how U.S. gas strengthens global stability, lowers prices, and provides a reliable alternative to adversarial energy sources. Thanks to President Trump’s reversal of the Biden administration’s reckless pause on LNG exports, the United States has already approved more LNG export capacity than the volume exported by the world’s second-largest LNG supplier.  In Brussels, Belgium, Secretary Wright met with members of the European Parliament and Commission, stressing the benefits of U.S.-E.U. energy partnerships, ending Europe’s reliance on Russian oil and gas, and the need to shift away from policies that lead to more expensive energy and inhibit long-term energy agreements in the EU.  In Vienna, Austria, Secretary Wright delivered the U.S. National Statement at the International Atomic Energy Agency’s (IAEA) 69th General Conference, where he

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Oil Drops as Trump Says Low Prices Will End RUS-UKR War

Oil edged down in a choppy session after US President Donald Trump implied that he favored low prices over sanctions as a means of pressuring Russia to end its war in Ukraine.  West Texas Intermediate fell 0.7% to trade below $64 a barrel after swinging in a roughly $1 range as Trump reiterated a commitment to low oil prices, limiting investors’ conviction that global efforts to squeeze Russian flows will pan out. Washington has signaled that the US wouldn’t follow through with threats to penalize Moscow’s crude unless Europe also acts.  Futures slid further after Trump told reporters that “if we get oil down, the war ends,” a sign of his preferred strategy to halt the flow of petrodollars that fund Russia’s war effort. He also repeated his calls for countries to stop buying Russian oil.  The commodity also followed fluctuations in US Treasury yields, with the optimism over monetary loosening after Wednesday’s quarter-point reduction in US interest rates tempered by the Fed’s cautious tone.  After the Fed’s cut, “we are back focusing on sanctions and geopolitics versus weak fundamentals,” said Arne Lohmann Rasmussen, chief analyst at A/S Global Risk Management.  Traders have honed in on Russian flows over recent weeks amid intensifying Ukrainian attacks on the country’s energy infrastructure and as the European Union unveils a fresh package of sanctions on Moscow. Two more Russian oil refineries were attacked on Thursday as Ukraine stepped up strikes, and further closures threaten to tighten global oil balances and dent the Kremlin’s war chest.  As a result of the repeated Ukrainian strikes, Russian refining runs have now dropped below 5 million barrels a day, the lowest since April 2022, according to estimates from JPMorgan Chase & Co.  In the US, meanwhile, inventories of distillates — a group of fuels that includes diesel — reached

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OpenAI and Oracle’s $300B Stargate Deal: Building AI’s National-Scale Infrastructure

Oracle’s ‘Astonishing’ Quarter Stuns Wall Street, Targeting Cloud Growth and Global Data Center Expansion Oracle’s FY Q1 2026 earnings report on September 9 — along with its massive cloud backlog — stunned Wall Street with its blow-out Q1 earnings. The market reacted positively to the huge growth in infrastructure revenue and performance obligations (RPO), a measure of future revenue from customer contracts, which indicates significant growth potential and Oracle’s increasing role in AI technology—even as earnings and revenue missed estimates. After the earnings announcement, Oracle stock soared more than 36%, marking its biggest daily gain since December 1992 and adding more than $250 billion in market value to the company. The company’s stock surge came even as the software giant’s earnings and lower-than-expected revenue. Leaders reported company’s RPO jumped about 360% in the quarter to $455 billion, indicating its potential growth and demand for its cloud services and infrastructure. As a result, Oracle CEO Safra Catz projects that its GPU‑heavy Oracle Cloud Infrastructure (OCI) business will grow 77% to $18 billion in its current fiscal year (2026) and soar to $144 billion in 2030. The earnings announcement also made Oracle’s Co-Founder, Chairman and CTO Larry Ellison the richest person in the world briefly, with shares of Oracle surging as much as 43%. By the end of the trading day, his wealth increased nearly $90 billion to $383 billion, just shy of Tesla CEO Elon Musk’s $384 billion fortune. Also on the earnings call, Ellison announced that in October at the Oracle AI World event, the company will introduce the Oracle AI Database OCI for customers to use the Large Language Model (LLM) of their choice—including Google’s Gemini, OpenAI’s ChatGPT, xAI’s Grok, etc.—directly on top of the Oracle Database to easily access and analyze all existing database data. Capital Expenditure Strategy These astonishing numbers are due

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Ethernet, InfiniBand, and Omni-Path battle for the AI-optimized data center

IEEE 802.3df-2024. The IEEE 802.3df-2024 standard, completed in February 2024 marked a watershed moment for AI data center networking. The 800 Gigabit Ethernet specification provides the foundation for next-generation AI clusters. It uan 8-lane parallel structure that enables flexible port configurations from a single 800GbE port: 2×400GbE, 4×200GbE or 8×100GbE depending on workload requirements. The standard maintains backward compatibility with existing 100Gb/s electrical and optical signaling. This protects existing infrastructure investments while enabling seamless migration paths. UEC 1.0. The Ultra Ethernet Consortium represents the industry’s most ambitious attempt to optimize Ethernet for AI workloads. The consortium released its UEC 1.0 specification in 2025, marking a critical milestone for AI networking. The specification introduces modern RDMA implementations, enhanced transport protocols and advanced congestion control mechanisms that eliminate the need for traditional lossless networks. UEC 1.0 enables packet spraying at the switch level with reordering at the NIC, delivering capabilities previously available only in proprietary systems The UEC specification also includes Link Level Retry (LLR) for lossless transmission without traditional Priority Flow Control, addressing one of Ethernet’s historical weaknesses versus InfiniBand.LLR operates at the link layer to detect and retransmit lost packets locally, avoiding expensive recovery mechanisms at higher layers. Packet Rate Improvement (PRI) with header compression reduces protocol overhead, while network probes provide real-time congestion visibility. InfiniBand extends architectural advantages to 800Gb/s InfiniBand emerged in the late 1990s as a high-performance interconnect designed specifically for server-to-server communication in data centers. Unlike Ethernet, which evolved from local area networking,InfiniBand was purpose-built for the demanding requirements of clustered computing. The technology provides lossless, ultra-low latency communication through hardware-based flow control and specialized network adapters. The technology’s key advantage lies in its credit-based flow control. Unlike Ethernet’s packet-based approach, InfiniBand prevents packet loss by ensuring receiving buffers have space before transmission begins. This eliminates

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Land and Expand: CleanArc Data Centers, Google, Duke Energy, Aligned’s ODATA, Fermi America

Land and Expand is a monthly feature at Data Center Frontier highlighting the latest data center development news, including new sites, land acquisitions and campus expansions. Here are some of the new and notable developments from hyperscale and colocation data center operators about which we’ve been reading lately. Caroline County, VA, Approves 650-Acre Data Center Campus from CleanArc Caroline County, Virginia, has approved redevelopment of the former Virginia Bazaar property in Ruther Glen into a 650-acre data center campus in partnership with CleanArc Data Centers Operating, LLC. On September 9, 2025, the Caroline County Board of Supervisors unanimously approved an economic development performance agreement with CleanArc to transform the long-vacant flea market site just off I-95. The agreement allows for the phased construction of three initial data center buildings, each measuring roughly 500,000 square feet, which CleanArc plans to lease to major operators. The project represents one of the county’s largest-ever private investments. While CleanArc has not released a final capital cost, county filings suggest the development could reach into the multi-billion-dollar range over its full buildout. Key provisions include: Local hiring: At least 50 permanent jobs at no less than 150% of the prevailing county wage. Revenue sharing: Caroline County will provide annual incentive grants equal to 25% of incremental tax revenue generated by the campus. Water stewardship: CleanArc is prohibited from using potable county water for data center cooling, requiring the developer to pursue alternative technologies such as non-potable sources, recycled water, or advanced liquid cooling systems. Local officials have emphasized the deal’s importance for diversifying the county’s tax base, while community observers will be watching closely to see which cooling strategies CleanArc adopts in order to comply with the water-use restrictions. Google to Build $10 Billion Data Center Campus in Arkansas Moses Tucker Partners, one of Arkansas’

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Hyperion and Alice & Bob Call on HPC Centers to Prepare Now for Early Fault-Tolerant Quantum Computing

As the data center industry continues to chase greater performance for AI and scientific workloads, a new joint report from Hyperion Research and Alice & Bob is urging high performance computing (HPC) centers to take immediate steps toward integrating early fault-tolerant quantum computing (eFTQC) into their infrastructure. The report, “Seizing Quantum’s Edge: Why and How HPC Should Prepare for eFTQC,” paints a clear picture: the next five years will demand hybrid HPC-quantum workflows if institutions want to stay at the forefront of computational science. According to the analysis, up to half of current HPC workloads at U.S. government research labs—Los Alamos National Laboratory, the National Energy Research Scientific Computing Center, and Department of Energy leadership computing facilities among them—could benefit from the speedups and efficiency gains of eFTQC. “Quantum technologies are a pivotal opportunity for the HPC community, offering the potential to significantly accelerate a wide range of critical science and engineering applications in the near-term,” said Bob Sorensen, Senior VP and Chief Analyst for Quantum Computing at Hyperion Research. “However, these machines won’t be plug-and-play, so HPC centers should begin preparing for integration now, ensuring they can influence system design and gain early operational expertise.” The HPC Bottleneck: Why Quantum is Urgent The report underscores a familiar challenge for the HPC community: classical performance gains have slowed as transistor sizes approach physical limits and energy efficiency becomes increasingly difficult to scale. Meanwhile, the threshold for useful quantum applications is drawing nearer. Advances in qubit stability and error correction, particularly Alice & Bob’s cat qubit technology, have compressed the resource requirements for algorithms like Shor’s by an estimated factor of 1,000. Within the next five years, the report projects that quantum computers with 100–1,000 logical qubits and logical error rates between 10⁻⁶ and 10⁻¹⁰ will accelerate applications across materials science, quantum

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Google Partners With Utilities to Ease AI Data Center Grid Strain

Transmission and Power Strategy These agreements build on Google’s growing set of strategies to manage electricity needs. In June of 2025, Google announced a deal with CTC Global to upgrade transmission lines with high-capacity composite conductors that increase throughput without requiring new towers. In July 2025, Google and Brookfield Asset Management unveiled a hydropower framework agreement worth up to $3 billion, designed to secure firm clean energy for data centers in PJM and Eastern markets. Alongside renewable deals, Google has signed nuclear supply agreements as well, most notably a landmark contract with Kairos Power for small modular reactor capacity. Each of these moves reflects Google’s effort to create more headroom on the grid while securing firm, carbon-free power. Workload Flexibility and Grid Innovation The demand-response strategy is uniquely suited to AI data centers because of workload diversity. Machine learning training runs can sometimes be paused or rescheduled, unlike latency-sensitive workloads. This flexibility allows Google to throttle certain compute-heavy processes in coordination with utilities. In practice, Google can preemptively pause or shift workloads when notified of peak events, ensuring critical services remain uninterrupted while still creating significant grid relief. Local Utility Impact For utilities like I&M and TVA, partnering with hyperscale customers has a dual benefit: stabilizing the grid while keeping large customers satisfied and growing within their service territories. It also signals to regulators and ratepayers that data centers, often criticized for their heavy energy footprint, can actively contribute to reliability. These agreements may help avoid contentious rate cases or delays in permitting new power plants. Policy, Interconnection Queues, and the Economics of Speed One of the biggest hurdles for data center development today is the long wait in interconnection queues. In regions like PJM Interconnection, developers often face waits of three to five years before new projects can connect

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Generators, Gas, and Grid Strategy: Inside Generac’s Data Center Play

A Strategic Leap Generac’s entry represents a strategic leap. Long established as a leader in residential, commercial, and industrial generation—particularly in the sub-2 megawatt range—the company has now expanded into mission-critical applications with new products spanning 2.2 to 3.5 megawatts. Navarro said the timing was deliberate, citing market constraints that have slowed hyperscale and colocation growth. “The current OEMs serving this market are actually limiting the ability to produce and to grow the data center market,” he noted. “Having another player … with enough capacity to compensate those shortfalls has been received very, very well.” While Generac isn’t seeking to reinvent the wheel, it is intent on differentiation. Customers, Navarro explained, want a good quality product, uneventful deployment, and a responsive support network. On top of those essentials, Generac is leveraging its ongoing transformation from generator manufacturer to energy technology company, a shift accelerated by a series of acquisitions in areas like telemetry, monitoring, and energy management. “We’ve made several acquisitions to move away from being just a generator manufacturer to actually being an energy technology company,” Navarro said. “So we are entering this space of energy efficiency, energy management—monitoring, telemetrics, everything that improves the experience and improves the usage of those generators and the energy management at sites.” That foundation positions Generac to meet the newest challenge reshaping backup generation: the rise of AI-centric workloads. Natural Gas Interest—and the Race to Shorter Lead Times As the industry looks beyond diesel, customer interest in natural gas generation is rising. Navarro acknowledged the shift, but noted that diesel still retains an edge. “We’ve seen an increase on gas requests,” he said. “But the power density of diesel is more convenient than gas today.” That tradeoff, however, could narrow. Navarro pointed to innovations such as industrial storage paired with gas units, which

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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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