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Featured Articles

AWS adds a DNS resiliency feature to make its US East region resilient to outages

Data and control plane differentiation AWS has typically faced DNS issues that affect the control plane, the management layer that decides how traffic should be directed, and not the data plane. The data plane is the other layer that carries out those instructions by actually delivering DNS queries to their destination. “In big AWS incidents, the DNS data plane usually stays up, i.e., you might still have a running infrastructure, but the control plane in US East can stall, which means you can’t update DNS fast enough to reroute traffic, and that’s the real failure point,” said HFS Research’s associate practice leader Akshat Tyagi. “The new feature aims to fix that gap. It provides a hardened, multi-region control path that ensures key APIs like ‘ChangeResourceRecordSets’ stay available within a guaranteed 60-minute recovery window. This means enterprises can redirect users to backup regions, switch to standby endpoints, or cut over to a disaster-recovery setup without waiting for AWS to recover,” Tyagi added. US East region is a bottleneck for AWS The US East (Northern Virginia) region has continued to be a major architectural chokepoint for AWS. “The control plane for many global AWS services has historically depended on that region in Northern Virginia. When that region shakes, everyone feels the ripples,” Tyagi said. The analyst also warned that the new feature might not be enough to stop the fallout of future outages, although it fixes one of several critical gaps.

Read More »

OEUK Says UK Budget Delivers ‘Bitter Blow’ to Workers

Industry body Offshore Energies UK (OEUK) said the UK government Budget “delivers [a] bitter blow to [the] UK’s energy workers and industry”, in a statement sent to Rigzone on Wednesday. In that statement, OEUK “condemned the government’s decision in today’s [Wednesday] Budget to reject replacement of the Energy Profits Levy (EPL) in 2026”, dubbing it “a move that will cost tens of thousands of jobs, cripple investment, and undermine Scotland and the UK’s energy security”.  OEUK revealed in the statement that it will meet its 450 member companies “for urgent talks”. The industry body noted that it is also seeking an immediate meeting with UK Chancellor of the Exchequer Rachel Reeves “to explore every option to reverse this policy and prevent further economic and industrial damage”.  OEUK Chief Executive David Whitehouse said in the statement, “today, the government turned down GBP 50 billion [$66 billion] of investment for the UK and the chance to protect the jobs and industries that keep this country running”. “Instead, they’ve chosen a path that will see 1,000 jobs continue to be lost every month, more energy imports, and a contagion across supply chains and our industrial heartlands,” he added. “This is not over. We will keep pressing for change – this industry’s people, their communities, and the value of this strategic national asset are too important to dismiss. The government was warned of the dangers of inaction – they must now own the consequences and reconsider,” he continued. Whitehouse warned in the statement that the future of North Sea energy depends on investment, which he said won’t come without urgent reform of the windfall tax. “If the levy stays in place beyond 2026, projects will stall and jobs will vanish, no matter how pragmatic licensing policy becomes. Fixing this outdated tax is the key to unlocking billions in investment across the UK’s entire energy mix,” he added.  “Waiting four years for reform of this tax is too late. The North Sea continues to be

Read More »

This year’s UN climate talks avoided fossil fuels, again

If we didn’t have pictures and videos, I almost wouldn’t believe the imagery that came out of this year’s UN climate talks. Over the past few weeks in Belem, Brazil, attendees dealt with oppressive heat and flooding, and at one point a literal fire broke out, delaying negotiations. The symbolism was almost too much to bear. While many, including the president of Brazil, framed this year’s conference as one of action, the talks ended with a watered-down agreement. The final draft doesn’t even include the phrase “fossil fuels.” As emissions and global temperatures reach record highs again this year, I’m left wondering: Why is it so hard to formally acknowledge what’s causing the problem?
This is the 30th time that leaders have gathered for the Conference of the Parties, or COP, an annual UN conference focused on climate change. COP30 also marks 10 years since the gathering that produced the Paris Agreement, in which world powers committed to limiting global warming to “well below” 2.0 °C above preindustrial levels, with a goal of staying below the 1.5 °C mark. (That’s 3.6 °F and 2.7 °F, respectively, for my fellow Americans.) Before the conference kicked off this year, host country Brazil’s president, Luiz Inácio Lula da Silva, cast this as the “implementation COP” and called for negotiators to focus on action, and specifically to deliver a road map for a global transition away from fossil fuels.
The science is clear—burning fossil fuels emits greenhouse gases and drives climate change. Reports have shown that meeting the goal of limiting warming to 1.5 °C would require stopping new fossil-fuel exploration and development. The problem is, “fossil fuels” might as well be a curse word at global climate negotiations. Two years ago, fights over how to address fossil fuels brought talks at COP28 to a standstill. (It’s worth noting that the conference was hosted in Dubai in the UAE, and the leader was literally the head of the country’s national oil company.) The agreement in Dubai ended up including a line that called on countries to transition away from fossil fuels in energy systems. It was short of what many advocates wanted, which was a more explicit call to phase out fossil fuels entirely. But it was still hailed as a win. As I wrote at the time: “The bar is truly on the floor.” And yet this year, it seems we’ve dug into the basement. At one point about 80 countries, a little under half of those present, demanded a concrete plan to move away from fossil fuels. But oil producers like Saudi Arabia were insistent that fossil fuels not be singled out. Other countries, including some in Africa and Asia, also made a very fair point: Western nations like the US have burned the most fossil fuels and benefited from it economically. This contingent maintains that legacy polluters have a unique responsibility to finance the transition for less wealthy and developing nations rather than simply barring them from taking the same development route.  The US, by the way, didn’t send a formal delegation to the talks, for the first time in 30 years. But the absence spoke volumes. In a statement to the New York Times that sidestepped the COP talks, White House spokesperson Taylor Rogers said that president Trump had “set a strong example for the rest of the world” by pursuing new fossil-fuel development. To sum up: Some countries are economically dependent on fossil fuels, some don’t want to stop depending on fossil fuels without incentives from other countries, and the current US administration would rather keep using fossil fuels than switch to other energy sources. 

All those factors combined help explain why, in its final form, COP30’s agreement doesn’t name fossil fuels at all. Instead, there’s a vague line that leaders should take into account the decisions made in Dubai, and an acknowledgement that the “global transition towards low greenhouse-gas emissions and climate-resilient development is irreversible and the trend of the future.” Hopefully, that’s true. But it’s concerning that even on the world’s biggest stage, naming what we’re supposed to be transitioning away from and putting together any sort of plan to actually do it seems to be impossible. This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

Read More »

Moving toward LessOps with VMware-to-cloud migrations

In partnership withCognizant Today’s IT leaders face competing mandates to do more (“make us an ‘AI-first’ enterprise—yesterday”) with less (“no new hires for at least the next six months”). VMware has become a focal point of these dueling directives. It remains central to enterprise IT, with 80% of organizations using VMware infrastructure products. But shifting licensing models are prompting teams to reconsider how they manage and scale these workloads, often on tighter budgets. For many organizations, the path forward involves adopting a LessOps model, an operational strategy that makes hybrid environments manageable without increasing headcount. This operational philosophy minimizes human intervention through extensive automation and selfservice capabilities while maintaining governance and compliance. In practice, VMware-to-cloud migrations create a “two birds, one stone” opportunity. They present a practical moment to codify the automation and governance practices LessOps depends on—laying the groundwork for a leaner, more resilient IT operating model.
Download the full article. This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. This content was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.

Read More »

Currie Says AI Spending Frenzy Echoes Early Shale Days

The eye-popping amounts Big Tech is shelling out on artificial intelligence resembles shale’s golden age of spending before a price crash wiped out $2.6 trillion in equity, Carlyle Group Inc.’s Jeff Currie says. Energy and technology are two of the most important pillars of the economy, leaving other key sectors including finance and health care “useless” without the other two, the veteran commodity market forecaster wrote in a research note Tuesday.  “The shale boom was arguably the most notorious ‘growth at all costs’ capex cycle in the modern era, where energy industry-wide capex reached 110-120% of cash flow at its peak,” Currie said. “So for technology spending to reach energy industry levels should raise a lot of questions.” Much of the investment from tech companies is going toward chips and data centers to build up computing resources to support AI development. AI compute can be measured in dollars per hour, much like oil is traded in dollars per barrel, Currie wrote. Confidence in future AI computing prices stabilizing around the $1- to $2-per-hour range “echoes the same confidence that the US shale producers had in $100/bbl oil that drove their spending far above cash flow,” he wrote. US oil producers were able to only keep drilling debt on their balance sheets during the early days of the shale boom, while entering into long-term contracts with special-purpose vehicles that would take on the burden for additional capex to build pipelines. That finance structure is reminiscent of the AI boom today, he said. “Big Tech AI appears to be using the exact same playbook that the energy industry used as these arrangements clearly rhyme with today’s AI datacenter SPV arrangements,” Currie said. “We cannot forget about the land grab, or the ‘race for positioning’ as the oil patch called it, which mirrors the AI

Read More »

Oil Creeps Higher Alongside Global Equities

Oil crept higher alongside global equities, bouncing off a one-month low as the White House signaled optimism about a peace deal between Russia and Ukraine, which could bring back Moscow’s barrels into an already saturated market.  West Texas Intermediate advanced 1.2% to settle above $58 a barrel, recouping most of the previous day’s losses. Volumes are still trending lower ahead of Thursday’s Thanksgiving holiday in the US.  Steve Witkoff, US President Donald Trump’s envoy, will lead a delegation for talks in Russia next week on ending the nearly four-year long war, a Kremlin official said. Ukrainian leader’s chief of staff said negotiations in Geneva had laid a “good foundation.” Yet any peace deal still face the same obstacles as in the past: What satisfies Ukraine is likely a deal-breaker for Russia, and vice versa. Much of Russia’s oil and fuel is subject to heavy Western sanctions, with US restrictions on the two biggest producers kicking in last week. However, China, India and Turkey have been eager buyers of the discounted crude, so the impact on global prices from any lifting of curbs is hard to gauge. “Minute adjustments between the US, Russia, Ukraine and the EU on proposed peace deals have been carefully digested by the market,” Standard Chartered analysts including Emily Ashford wrote in a note. “Any positive signs of collaboration or agreement have resulted in short-term sell-offs, while the dialing-back of enthusiasm has bolstered prices.” In the US, meanwhile, the Energy Information Administration reported on Wednesday that overall crude inventories climbed by 2.8 million barrels, while gasoline and distillate inventories also expanded. That did little to assuage growing oversupply fears. Oil has retreated by more than a fifth since the middle of June as the Organization of the Petroleum Exporting Countries and its allies restored barrels, while producers outside of

Read More »

AWS adds a DNS resiliency feature to make its US East region resilient to outages

Data and control plane differentiation AWS has typically faced DNS issues that affect the control plane, the management layer that decides how traffic should be directed, and not the data plane. The data plane is the other layer that carries out those instructions by actually delivering DNS queries to their destination. “In big AWS incidents, the DNS data plane usually stays up, i.e., you might still have a running infrastructure, but the control plane in US East can stall, which means you can’t update DNS fast enough to reroute traffic, and that’s the real failure point,” said HFS Research’s associate practice leader Akshat Tyagi. “The new feature aims to fix that gap. It provides a hardened, multi-region control path that ensures key APIs like ‘ChangeResourceRecordSets’ stay available within a guaranteed 60-minute recovery window. This means enterprises can redirect users to backup regions, switch to standby endpoints, or cut over to a disaster-recovery setup without waiting for AWS to recover,” Tyagi added. US East region is a bottleneck for AWS The US East (Northern Virginia) region has continued to be a major architectural chokepoint for AWS. “The control plane for many global AWS services has historically depended on that region in Northern Virginia. When that region shakes, everyone feels the ripples,” Tyagi said. The analyst also warned that the new feature might not be enough to stop the fallout of future outages, although it fixes one of several critical gaps.

Read More »

OEUK Says UK Budget Delivers ‘Bitter Blow’ to Workers

Industry body Offshore Energies UK (OEUK) said the UK government Budget “delivers [a] bitter blow to [the] UK’s energy workers and industry”, in a statement sent to Rigzone on Wednesday. In that statement, OEUK “condemned the government’s decision in today’s [Wednesday] Budget to reject replacement of the Energy Profits Levy (EPL) in 2026”, dubbing it “a move that will cost tens of thousands of jobs, cripple investment, and undermine Scotland and the UK’s energy security”.  OEUK revealed in the statement that it will meet its 450 member companies “for urgent talks”. The industry body noted that it is also seeking an immediate meeting with UK Chancellor of the Exchequer Rachel Reeves “to explore every option to reverse this policy and prevent further economic and industrial damage”.  OEUK Chief Executive David Whitehouse said in the statement, “today, the government turned down GBP 50 billion [$66 billion] of investment for the UK and the chance to protect the jobs and industries that keep this country running”. “Instead, they’ve chosen a path that will see 1,000 jobs continue to be lost every month, more energy imports, and a contagion across supply chains and our industrial heartlands,” he added. “This is not over. We will keep pressing for change – this industry’s people, their communities, and the value of this strategic national asset are too important to dismiss. The government was warned of the dangers of inaction – they must now own the consequences and reconsider,” he continued. Whitehouse warned in the statement that the future of North Sea energy depends on investment, which he said won’t come without urgent reform of the windfall tax. “If the levy stays in place beyond 2026, projects will stall and jobs will vanish, no matter how pragmatic licensing policy becomes. Fixing this outdated tax is the key to unlocking billions in investment across the UK’s entire energy mix,” he added.  “Waiting four years for reform of this tax is too late. The North Sea continues to be

Read More »

This year’s UN climate talks avoided fossil fuels, again

If we didn’t have pictures and videos, I almost wouldn’t believe the imagery that came out of this year’s UN climate talks. Over the past few weeks in Belem, Brazil, attendees dealt with oppressive heat and flooding, and at one point a literal fire broke out, delaying negotiations. The symbolism was almost too much to bear. While many, including the president of Brazil, framed this year’s conference as one of action, the talks ended with a watered-down agreement. The final draft doesn’t even include the phrase “fossil fuels.” As emissions and global temperatures reach record highs again this year, I’m left wondering: Why is it so hard to formally acknowledge what’s causing the problem?
This is the 30th time that leaders have gathered for the Conference of the Parties, or COP, an annual UN conference focused on climate change. COP30 also marks 10 years since the gathering that produced the Paris Agreement, in which world powers committed to limiting global warming to “well below” 2.0 °C above preindustrial levels, with a goal of staying below the 1.5 °C mark. (That’s 3.6 °F and 2.7 °F, respectively, for my fellow Americans.) Before the conference kicked off this year, host country Brazil’s president, Luiz Inácio Lula da Silva, cast this as the “implementation COP” and called for negotiators to focus on action, and specifically to deliver a road map for a global transition away from fossil fuels.
The science is clear—burning fossil fuels emits greenhouse gases and drives climate change. Reports have shown that meeting the goal of limiting warming to 1.5 °C would require stopping new fossil-fuel exploration and development. The problem is, “fossil fuels” might as well be a curse word at global climate negotiations. Two years ago, fights over how to address fossil fuels brought talks at COP28 to a standstill. (It’s worth noting that the conference was hosted in Dubai in the UAE, and the leader was literally the head of the country’s national oil company.) The agreement in Dubai ended up including a line that called on countries to transition away from fossil fuels in energy systems. It was short of what many advocates wanted, which was a more explicit call to phase out fossil fuels entirely. But it was still hailed as a win. As I wrote at the time: “The bar is truly on the floor.” And yet this year, it seems we’ve dug into the basement. At one point about 80 countries, a little under half of those present, demanded a concrete plan to move away from fossil fuels. But oil producers like Saudi Arabia were insistent that fossil fuels not be singled out. Other countries, including some in Africa and Asia, also made a very fair point: Western nations like the US have burned the most fossil fuels and benefited from it economically. This contingent maintains that legacy polluters have a unique responsibility to finance the transition for less wealthy and developing nations rather than simply barring them from taking the same development route.  The US, by the way, didn’t send a formal delegation to the talks, for the first time in 30 years. But the absence spoke volumes. In a statement to the New York Times that sidestepped the COP talks, White House spokesperson Taylor Rogers said that president Trump had “set a strong example for the rest of the world” by pursuing new fossil-fuel development. To sum up: Some countries are economically dependent on fossil fuels, some don’t want to stop depending on fossil fuels without incentives from other countries, and the current US administration would rather keep using fossil fuels than switch to other energy sources. 

All those factors combined help explain why, in its final form, COP30’s agreement doesn’t name fossil fuels at all. Instead, there’s a vague line that leaders should take into account the decisions made in Dubai, and an acknowledgement that the “global transition towards low greenhouse-gas emissions and climate-resilient development is irreversible and the trend of the future.” Hopefully, that’s true. But it’s concerning that even on the world’s biggest stage, naming what we’re supposed to be transitioning away from and putting together any sort of plan to actually do it seems to be impossible. This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

Read More »

Moving toward LessOps with VMware-to-cloud migrations

In partnership withCognizant Today’s IT leaders face competing mandates to do more (“make us an ‘AI-first’ enterprise—yesterday”) with less (“no new hires for at least the next six months”). VMware has become a focal point of these dueling directives. It remains central to enterprise IT, with 80% of organizations using VMware infrastructure products. But shifting licensing models are prompting teams to reconsider how they manage and scale these workloads, often on tighter budgets. For many organizations, the path forward involves adopting a LessOps model, an operational strategy that makes hybrid environments manageable without increasing headcount. This operational philosophy minimizes human intervention through extensive automation and selfservice capabilities while maintaining governance and compliance. In practice, VMware-to-cloud migrations create a “two birds, one stone” opportunity. They present a practical moment to codify the automation and governance practices LessOps depends on—laying the groundwork for a leaner, more resilient IT operating model.
Download the full article. This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. This content was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.

Read More »

Currie Says AI Spending Frenzy Echoes Early Shale Days

The eye-popping amounts Big Tech is shelling out on artificial intelligence resembles shale’s golden age of spending before a price crash wiped out $2.6 trillion in equity, Carlyle Group Inc.’s Jeff Currie says. Energy and technology are two of the most important pillars of the economy, leaving other key sectors including finance and health care “useless” without the other two, the veteran commodity market forecaster wrote in a research note Tuesday.  “The shale boom was arguably the most notorious ‘growth at all costs’ capex cycle in the modern era, where energy industry-wide capex reached 110-120% of cash flow at its peak,” Currie said. “So for technology spending to reach energy industry levels should raise a lot of questions.” Much of the investment from tech companies is going toward chips and data centers to build up computing resources to support AI development. AI compute can be measured in dollars per hour, much like oil is traded in dollars per barrel, Currie wrote. Confidence in future AI computing prices stabilizing around the $1- to $2-per-hour range “echoes the same confidence that the US shale producers had in $100/bbl oil that drove their spending far above cash flow,” he wrote. US oil producers were able to only keep drilling debt on their balance sheets during the early days of the shale boom, while entering into long-term contracts with special-purpose vehicles that would take on the burden for additional capex to build pipelines. That finance structure is reminiscent of the AI boom today, he said. “Big Tech AI appears to be using the exact same playbook that the energy industry used as these arrangements clearly rhyme with today’s AI datacenter SPV arrangements,” Currie said. “We cannot forget about the land grab, or the ‘race for positioning’ as the oil patch called it, which mirrors the AI

Read More »

Oil Creeps Higher Alongside Global Equities

Oil crept higher alongside global equities, bouncing off a one-month low as the White House signaled optimism about a peace deal between Russia and Ukraine, which could bring back Moscow’s barrels into an already saturated market.  West Texas Intermediate advanced 1.2% to settle above $58 a barrel, recouping most of the previous day’s losses. Volumes are still trending lower ahead of Thursday’s Thanksgiving holiday in the US.  Steve Witkoff, US President Donald Trump’s envoy, will lead a delegation for talks in Russia next week on ending the nearly four-year long war, a Kremlin official said. Ukrainian leader’s chief of staff said negotiations in Geneva had laid a “good foundation.” Yet any peace deal still face the same obstacles as in the past: What satisfies Ukraine is likely a deal-breaker for Russia, and vice versa. Much of Russia’s oil and fuel is subject to heavy Western sanctions, with US restrictions on the two biggest producers kicking in last week. However, China, India and Turkey have been eager buyers of the discounted crude, so the impact on global prices from any lifting of curbs is hard to gauge. “Minute adjustments between the US, Russia, Ukraine and the EU on proposed peace deals have been carefully digested by the market,” Standard Chartered analysts including Emily Ashford wrote in a note. “Any positive signs of collaboration or agreement have resulted in short-term sell-offs, while the dialing-back of enthusiasm has bolstered prices.” In the US, meanwhile, the Energy Information Administration reported on Wednesday that overall crude inventories climbed by 2.8 million barrels, while gasoline and distillate inventories also expanded. That did little to assuage growing oversupply fears. Oil has retreated by more than a fifth since the middle of June as the Organization of the Petroleum Exporting Countries and its allies restored barrels, while producers outside of

Read More »

Currie Says AI Spending Frenzy Echoes Early Shale Days

The eye-popping amounts Big Tech is shelling out on artificial intelligence resembles shale’s golden age of spending before a price crash wiped out $2.6 trillion in equity, Carlyle Group Inc.’s Jeff Currie says. Energy and technology are two of the most important pillars of the economy, leaving other key sectors including finance and health care “useless” without the other two, the veteran commodity market forecaster wrote in a research note Tuesday.  “The shale boom was arguably the most notorious ‘growth at all costs’ capex cycle in the modern era, where energy industry-wide capex reached 110-120% of cash flow at its peak,” Currie said. “So for technology spending to reach energy industry levels should raise a lot of questions.” Much of the investment from tech companies is going toward chips and data centers to build up computing resources to support AI development. AI compute can be measured in dollars per hour, much like oil is traded in dollars per barrel, Currie wrote. Confidence in future AI computing prices stabilizing around the $1- to $2-per-hour range “echoes the same confidence that the US shale producers had in $100/bbl oil that drove their spending far above cash flow,” he wrote. US oil producers were able to only keep drilling debt on their balance sheets during the early days of the shale boom, while entering into long-term contracts with special-purpose vehicles that would take on the burden for additional capex to build pipelines. That finance structure is reminiscent of the AI boom today, he said. “Big Tech AI appears to be using the exact same playbook that the energy industry used as these arrangements clearly rhyme with today’s AI datacenter SPV arrangements,” Currie said. “We cannot forget about the land grab, or the ‘race for positioning’ as the oil patch called it, which mirrors the AI

Read More »

Oil Creeps Higher Alongside Global Equities

Oil crept higher alongside global equities, bouncing off a one-month low as the White House signaled optimism about a peace deal between Russia and Ukraine, which could bring back Moscow’s barrels into an already saturated market.  West Texas Intermediate advanced 1.2% to settle above $58 a barrel, recouping most of the previous day’s losses. Volumes are still trending lower ahead of Thursday’s Thanksgiving holiday in the US.  Steve Witkoff, US President Donald Trump’s envoy, will lead a delegation for talks in Russia next week on ending the nearly four-year long war, a Kremlin official said. Ukrainian leader’s chief of staff said negotiations in Geneva had laid a “good foundation.” Yet any peace deal still face the same obstacles as in the past: What satisfies Ukraine is likely a deal-breaker for Russia, and vice versa. Much of Russia’s oil and fuel is subject to heavy Western sanctions, with US restrictions on the two biggest producers kicking in last week. However, China, India and Turkey have been eager buyers of the discounted crude, so the impact on global prices from any lifting of curbs is hard to gauge. “Minute adjustments between the US, Russia, Ukraine and the EU on proposed peace deals have been carefully digested by the market,” Standard Chartered analysts including Emily Ashford wrote in a note. “Any positive signs of collaboration or agreement have resulted in short-term sell-offs, while the dialing-back of enthusiasm has bolstered prices.” In the US, meanwhile, the Energy Information Administration reported on Wednesday that overall crude inventories climbed by 2.8 million barrels, while gasoline and distillate inventories also expanded. That did little to assuage growing oversupply fears. Oil has retreated by more than a fifth since the middle of June as the Organization of the Petroleum Exporting Countries and its allies restored barrels, while producers outside of

Read More »

Venture Global Signs 20 Year LNG Deal With Tokyo Gas

Venture Global Inc. signed an agreement with Tokyo Gas Co. to supply the utility with liquefied natural gas for 20 years, the US producer’s fourth long-term contract with a Japanese company. The deal will cover 1 million tons of LNG a year from 2030, according to a statement on Wednesday. Venture Global has signed supply agreements with companies from Japan to Spain over the past six months totaling 7.75 million tons a year, the US producer added. Venture Global is constructing its third export facility — CP2 — in Louisiana, and operates two others, Plaquemines LNG and Calcasieu Pass. The Arlington, Virginia-based producer is one of the largest US suppliers, boosting the the country’s position as the biggest exporter of the fuel globally. The company has signed recent deals with Japan’s Mitsui & Co., Spain’s Naturgy Energy Group SA and Greek entity Atlantic-See LNG Trade SA. Venture Global is currently facing arbitration from customers including Shell Plc over a dispute around the start of long-term contracts for supply from Calcasieu Pass. The facility began exporting cargoes in 2022, but contracts did not begin until earlier this year. A tribunal panel ruled in favor of Venture Global in regards to Shell, but the oil giant is now appealing the ruling in New York Supreme Court. WHAT DO YOU THINK? Generated by readers, the comments included herein do not reflect the views and opinions of Rigzone. All comments are subject to editorial review. Off-topic, inappropriate or insulting comments will be removed.

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Saudi Aramco Is Said to Pick Citi for Oil Storage Terminals Stake Sale

Saudi Aramco has chosen Citigroup Inc. to help arrange a potential multibillion-dollar stake sale in its oil export and storage terminals business, according to people familiar with the matter. The US investment bank was selected in recent days after a pitching process that drew proposals from several other Wall Street lenders, the people said, asking not to be identified as the matter is private.  The mandate is a win for Citigroup, whose Chief Executive Officer Jane Fraser has made a renewed effort to win business from large corporates and sovereign wealth funds in the Middle East. Aramco had tapped JPMorgan Chase & Co. as a sell-side adviser when it previously sold stakes in its oil and gas pipeline infrastructure in separate transactions.  The Saudi oil giant is expected to kick-off a formal sale process as early as next year and is likely to see interest from large infrastructure funds, the people said. Discussions are at an early stage and no final decisions have been made on the timing or structure of the transaction, they said. Representatives for Citigroup and Aramco declined to comment. Aramco is considering options including selling an equity stake in the business, Bloomberg News reported this week. It aims to raise billions of dollars from such a sale, people familiar with the matter said at the time.  The plans are part of a broader attempt by the firm to sell a range of assets, including potentially part of its real estate portfolio.  Oil prices have dropped about 16% this year and while the impact of that drop on Aramco’s earnings has been tempered by higher output, the firm has delayed some projects and looked to sell assets to free up cash for investments.  The deals now being considered would mark a step up from previous transactions that were focused on stakes

Read More »

BlackRock Looks to Double Saudi Investments

BlackRock Inc. aims to rapidly grow its investments in Saudi Arabia and the wider Middle East in the next few years as it looks to tap into a rush of activity in areas from infrastructure to artificial intelligence. The world’s largest asset manager has already invested more than $35 billion in the kingdom across equities, fixed income and infrastructure, and now has four investment teams in Riyadh focused on strategies across the Middle East, according to Kashif Riaz, who heads BlackRock’s Financial Markets Advisory business in the Middle East and its Riyadh-based investment management platform. “We think we’ve just gotten started with the theme of the Middle East as an investment destination,” he said in an interview in the Saudi capital on Monday night. When asked about the expected level of future Saudi investments, he said that “double to triple is kind of the range I would talk about.” Riaz sees the strongest opportunities in infrastructure as Saudi Arabia shells out hundreds of billions of dollars on projects to develop the non-oil economy and serve a growing population. The kingdom is, for example, expanding the Riyadh metro, building one of the world’s largest airports and rushing to build data centers through its new AI champion Humain. “The bulk of capital deployment has been in energy infrastructure but I think that’ll broaden to transportation, things around digital infrastructure, data centers, et cetera,” Riaz said. That suggests more Saudi deals to come for BlackRock and its Global Infrastructure Partners division, which recently led an $11 billion deal involving Saudi Aramco’s natural gas facilities. The unit also recently partnered with investors including Abu Dhabi’s MGX to buy Aligned Data Centers in a $40 billion deal, as BlackRock and Middle East nations race to claim a stake in the global AI boom.  BlackRock established itself in Saudi

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Cheapest US Stations Drop Gas to Sub-$2 Ahead of Thanksgiving

GasBuddy announced, in a blog posted on its website on Tuesday, that the United States’ cheapest stations dropped the gasoline price to $1.99 per gallon ahead of Thanksgiving for the first time in four years. “GasBuddy … today reported the first sub-$2 per gallon gas prices available without discounts or as part of a temporary promotion, making them the lowest prices seen in the U.S. since 2021,” GasBuddy said in the blog.  The company noted in the blog that four stations located in Midwest City, Oklahoma, stood at $1.99 per gallon for regular unleaded gasoline early Monday morning on November 24. “It’s pretty compelling to see gas prices this low, falling ahead of Thanksgiving, and it signals what more Americans could experience in the coming months,” Patrick De Haan, head of petroleum analysis at GasBuddy, said in the blog. “Lower seasonal demand, falling oil prices, and rising OPEC output are all pushing prices down. While a few stations have recently dipped below $2 through temporary offers and promotions, this marks the first time we’ve seen a regular sub-$2 price,” he added. “Prices at this level may fluctuate, but more locations in low-cost states like Texas, Mississippi, and others across the Gulf region are likely to follow before the typical spring rebound we’ll likely see in 2026,” De Haan continued. In the blog, GasBuddy stated that falling oil prices and healthy refinery output have combined to ease pressure on consumers at the pump over the past several months, highlighting that West Texas Intermediate (WTI) crude oil recently traded near $58 per barrel. Fewer Americans Plan to Hit the Road In a separate blog posted on GasBuddy’s website on November 18, GasBuddy warned that fewer Americans plan to hit the road for Thanksgiving this year, “even as gas prices remain near the

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LG rolls out new AI services to help consumers with daily tasks

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More LG kicked off the AI bandwagon today with a new set of AI services to help consumers in their daily tasks at home, in the car and in the office. The aim of LG’s CES 2025 press event was to show how AI will work in a day of someone’s life, with the goal of redefining the concept of space, said William Joowan Cho, CEO of LG Electronics at the event. The presentation showed LG is fully focused on bringing AI into just about all of its products and services. Cho referred to LG’s AI efforts as “affectionate intelligence,” and he said it stands out from other strategies with its human-centered focus. The strategy focuses on three things: connected devices, capable AI agents and integrated services. One of things the company announced was a strategic partnership with Microsoft on AI innovation, where the companies pledged to join forces to shape the future of AI-powered spaces. One of the outcomes is that Microsoft’s Xbox Ultimate Game Pass will appear via Xbox Cloud on LG’s TVs, helping LG catch up with Samsung in offering cloud gaming natively on its TVs. LG Electronics will bring the Xbox App to select LG smart TVs. That means players with LG Smart TVs will be able to explore the Gaming Portal for direct access to hundreds of games in the Game Pass Ultimate catalog, including popular titles such as Call of Duty: Black Ops 6, and upcoming releases like Avowed (launching February 18, 2025). Xbox Game Pass Ultimate members will be able to play games directly from the Xbox app on select LG Smart TVs through cloud gaming. With Xbox Game Pass Ultimate and a compatible Bluetooth-enabled

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Big tech must stop passing the cost of its spiking energy needs onto the public

Julianne Malveaux is an MIT-educated economist, author, educator and political commentator who has written extensively about the critical relationship between public policy, corporate accountability and social equity.  The rapid expansion of data centers across the U.S. is not only reshaping the digital economy but also threatening to overwhelm our energy infrastructure. These data centers aren’t just heavy on processing power — they’re heavy on our shared energy infrastructure. For Americans, this could mean serious sticker shock when it comes to their energy bills. Across the country, many households are already feeling the pinch as utilities ramp up investments in costly new infrastructure to power these data centers. With costs almost certain to rise as more data centers come online, state policymakers and energy companies must act now to protect consumers. We need new policies that ensure the cost of these projects is carried by the wealthy big tech companies that profit from them, not by regular energy consumers such as family households and small businesses. According to an analysis from consulting firm Bain & Co., data centers could require more than $2 trillion in new energy resources globally, with U.S. demand alone potentially outpacing supply in the next few years. This unprecedented growth is fueled by the expansion of generative AI, cloud computing and other tech innovations that require massive computing power. Bain’s analysis warns that, to meet this energy demand, U.S. utilities may need to boost annual generation capacity by as much as 26% by 2028 — a staggering jump compared to the 5% yearly increases of the past two decades. This poses a threat to energy affordability and reliability for millions of Americans. Bain’s research estimates that capital investments required to meet data center needs could incrementally raise consumer bills by 1% each year through 2032. That increase may

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Final 45V hydrogen tax credit guidance draws mixed response

Dive Brief: The final rule for the 45V clean hydrogen production tax credit, which the U.S. Treasury Department released Friday morning, drew mixed responses from industry leaders and environmentalists. Clean hydrogen development within the U.S. ground to a halt following the release of the initial guidance in December 2023, leading industry participants to call for revisions that would enable more projects to qualify for the tax credit. While the final rule makes “significant improvements” to Treasury’s initial proposal, the guidelines remain “extremely complex,” according to the Fuel Cell and Hydrogen Energy Association. FCHEA President and CEO Frank Wolak and other industry leaders said they look forward to working with the Trump administration to refine the rule. Dive Insight: Friday’s release closed what Wolak described as a “long chapter” for the hydrogen industry. But industry reaction to the final rule was decidedly mixed, and it remains to be seen whether the rule — which could be overturned as soon as Trump assumes office — will remain unchanged. “The final 45V rule falls short,” Marty Durbin, president of the U.S. Chamber’s Global Energy Institute, said in a statement. “While the rule provides some of the additional flexibility we sought, … we believe that it still will leave billions of dollars of announced projects in limbo. The incoming Administration will have an opportunity to improve the 45V rules to ensure the industry will attract the investments necessary to scale the hydrogen economy and help the U.S. lead the world in clean manufacturing.” But others in the industry felt the rule would be sufficient for ending hydrogen’s year-long malaise. “With this added clarity, many projects that have been delayed may move forward, which can help unlock billions of dollars in investments across the country,” Kim Hedegaard, CEO of Topsoe’s Power-to-X, said in a statement. Topsoe

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Texas, Utah, Last Energy challenge NRC’s ‘overburdensome’ microreactor regulations

Dive Brief: A 69-year-old Nuclear Regulatory Commission rule underpinning U.S. nuclear reactor licensing exceeds the agency’s statutory authority and creates an unreasonable burden for microreactor developers, the states of Texas and Utah and advanced nuclear technology company Last Energy said in a lawsuit filed Dec. 30 in federal court in Texas. The plaintiffs asked the Eastern District of Texas court to exempt Last Energy’s 20-MW reactor design and research reactors located in the plaintiff states from the NRC’s definition of nuclear “utilization facilities,” which subjects all U.S. commercial and research reactors to strict regulatory scrutiny, and order the NRC to develop a more flexible definition for use in future licensing proceedings. Regardless of its merits, the lawsuit underscores the need for “continued discussion around proportional regulatory requirements … that align with the hazards of the reactor and correspond to a safety case,” said Patrick White, research director at the Nuclear Innovation Alliance. Dive Insight: Only three commercial nuclear reactors have been built in the United States in the past 28 years, and none are presently under construction, according to a World Nuclear Association tracker cited in the lawsuit. “Building a new commercial reactor of any size in the United States has become virtually impossible,” the plaintiffs said. “The root cause is not lack of demand or technology — but rather the [NRC], which, despite its name, does not really regulate new nuclear reactor construction so much as ensure that it almost never happens.” More than a dozen advanced nuclear technology developers have engaged the NRC in pre-application activities, which the agency says help standardize the content of advanced reactor applications and expedite NRC review. Last Energy is not among them.  The pre-application process can itself stretch for years and must be followed by a formal application that can take two

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Qualcomm unveils AI chips for PCs, cars, smart homes and enterprises

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Qualcomm unveiled AI technologies and collaborations for PCs, cars, smart homes and enterprises at CES 2025. At the big tech trade show in Las Vegas, Qualcomm Technologies showed how it’s using AI capabilities in its chips to drive the transformation of user experiences across diverse device categories, including PCs, automobiles, smart homes and into enterprises. The company unveiled the Snapdragon X platform, the fourth platform in its high-performance PC portfolio, the Snapdragon X Series, bringing industry-leading performance, multi-day battery life, and AI leadership to more of the Windows ecosystem. Qualcomm has talked about how its processors are making headway grabbing share from the x86-based AMD and Intel rivals through better efficiency. Qualcomm’s neural processing unit gets about 45 TOPS, a key benchmark for AI PCs. The Snapdragon X family of AI PC processors. Additionally, Qualcomm Technologies showcased continued traction of the Snapdragon X Series, with over 60 designs in production or development and more than 100 expected by 2026. Snapdragon for vehicles Qualcomm demoed chips that are expanding its automotive collaborations. It is working with Alpine, Amazon, Leapmotor, Mobis, Royal Enfield, and Sony Honda Mobility, who look to Snapdragon Digital Chassis solutions to drive AI-powered in-cabin and advanced driver assistance systems (ADAS). Qualcomm also announced continued traction for its Snapdragon Elite-tier platforms for automotive, highlighting its work with Desay, Garmin, and Panasonic for Snapdragon Cockpit Elite. Throughout the show, Qualcomm will highlight its holistic approach to improving comfort and focusing on safety with demonstrations on the potential of the convergence of AI, multimodal contextual awareness, and cloudbased services. Attendees will also get a first glimpse of the new Snapdragon Ride Platform with integrated automated driving software stack and system definition jointly

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Oil, Gas Execs Reveal Where They Expect WTI Oil Price to Land in the Future

Executives from oil and gas firms have revealed where they expect the West Texas Intermediate (WTI) crude oil price to be at various points in the future as part of the fourth quarter Dallas Fed Energy Survey, which was released recently. The average response executives from 131 oil and gas firms gave when asked what they expect the WTI crude oil price to be at the end of 2025 was $71.13 per barrel, the survey showed. The low forecast came in at $53 per barrel, the high forecast was $100 per barrel, and the spot price during the survey was $70.66 per barrel, the survey pointed out. This question was not asked in the previous Dallas Fed Energy Survey, which was released in the third quarter. That survey asked participants what they expect the WTI crude oil price to be at the end of 2024. Executives from 134 oil and gas firms answered this question, offering an average response of $72.66 per barrel, that survey showed. The latest Dallas Fed Energy Survey also asked participants where they expect WTI prices to be in six months, one year, two years, and five years. Executives from 124 oil and gas firms answered this question and gave a mean response of $69 per barrel for the six month mark, $71 per barrel for the year mark, $74 per barrel for the two year mark, and $80 per barrel for the five year mark, the survey showed. Executives from 119 oil and gas firms answered this question in the third quarter Dallas Fed Energy Survey and gave a mean response of $73 per barrel for the six month mark, $76 per barrel for the year mark, $81 per barrel for the two year mark, and $87 per barrel for the five year mark, that

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Aligning VMware migration with business continuity

In partnership withPresidio For decades, business continuity planning meant preparing for anomalous events like hurricanes, floods, tornadoes, or regional power outages. In anticipation of these rare disasters, IT teams built playbooks, ran annual tests, crossed their fingers, and hoped they’d never have to use them. In recent years, an even more persistent threat has emerged. Cyber incidents, particularly ransomware, are now more common—and often, more damaging—than physical disasters. In a recent survey of more than 500 CISOs, almost three-quarters (72%) said their organization had dealt with ransomware in the previous year. Earlier in 2025, ransomware attack rates on enterprises reached record highs. Mark Vaughn, senior director of the virtualization practice at Presidio, has witnessed the trend firsthand. “When I speak at conferences, I’ll ask the room, ‘How many people have been impacted?’ For disaster recovery, you usually get a few hands,” he says. “But a little over a year ago, I asked how many people in the room had been hit by ransomware, and easily two-thirds of the hands went up.” Download the full article.
This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. This content was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.

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What’s next for AlphaFold: A conversation with a Google DeepMind Nobel laureate

EXECUTIVE SUMMARY In 2017, fresh off a PhD on theoretical chemistry, John Jumper heard rumors that Google DeepMind had moved on from building AI that played games with superhuman skill and was starting up a secret project to predict the structures of proteins. He applied for a job. Just three years later, Jumper celebrated a stunning win that few had seen coming. With CEO Demis Hassabis, he had co-led the development of an AI system called AlphaFold 2 that was able to predict the structures of proteins to within the width of an atom, matching the accuracy of painstaking techniques used in the lab, and doing it many times faster—returning results in hours instead of months. AlphaFold 2 had cracked a 50-year-old grand challenge in biology. “This is the reason I started DeepMind,” Hassabis told me a few years ago. “In fact, it’s why I’ve worked my whole career in AI.” In 2024, Jumper and Hassabis shared a Nobel Prize in chemistry. It was five years ago this week that AlphaFold 2’s debut took scientists by surprise. Now that the hype has died down, what impact has AlphaFold really had? How are scientists using it? And what’s next? I talked to Jumper (as well as a few other scientists) to find out.
“It’s been an extraordinary five years,” Jumper says, laughing: “It’s hard to remember a time before I knew tremendous numbers of journalists.” AlphaFold 2 was followed by AlphaFold Multimer, which could predict structures that contained more than one protein, and then AlphaFold 3, the fastest version yet. Google DeepMind also let AlphaFold loose on UniProt, a vast protein database used and updated by millions of researchers around the world. It has now predicted the structures of some 200 million proteins, almost all that are known to science.
Despite his success, Jumper remains modest about AlphaFold’s achievements. “That doesn’t mean that we’re certain of everything in there,” he says. “It’s a database of predictions, and it comes with all the caveats of predictions.” A hard problem Proteins are the biological machines that make living things work. They form muscles, horns, and feathers; they carry oxygen around the body and ferry messages between cells; they fire neurons, digest food, power the immune system; and so much more. But understanding exactly what a protein does (and what role it might play in various diseases or treatments) involves figuring out its structure—and that’s hard. Proteins are made from strings of amino acids that chemical forces twist up into complex knots. An untwisted string gives few clues about the structure it will form. In theory, most proteins could take on an astronomical number of possible shapes. The task is to predict the correct one. Jumper and his team built AlphaFold 2 using a type of neural network called a transformer, the same technology that underpins large language models. Transformers are very good at paying attention to specific parts of a larger puzzle. But Jumper puts a lot of the success down to making a prototype model that they could test quickly. “We got a system that would give wrong answers at incredible speed,” he says. “That made it easy to start becoming very adventurous with the ideas you try.” Ask AIWhy it matters to you?BETAHere’s why this story might matter to you, according to AI. This is a beta feature and AI hallucinates—it might get weirdTell me why it matters They stuffed the neural network with as much information about protein structures as they could, such as how proteins across certain species have evolved similar shapes. And it worked even better than they expected. “We were sure we had made a breakthrough,” says Jumper. “We were sure that this was an incredible advance in ideas.” What he hadn’t foreseen was that researchers would download his software and start using it straight away for so many different things. Normally, it’s the thing a few iterations down the line that has the real impact, once the kinks have been ironed out, he says: “I’ve been shocked at how responsibly scientists have used it, in terms of interpreting it, and using it in practice about as much as it should be trusted in my view, neither too much nor too little.” Any projects stand out in particular? 

Honeybee science Jumper brings up a research group that uses AlphaFold to study disease resistance in honeybees. “They wanted to understand this particular protein as they look at things like colony collapse,” he says. “I never would have said, ‘You know, of course AlphaFold will be used for honeybee science.’” He also highlights a few examples of what he calls off-label uses of AlphaFold“in the sense that it wasn’t guaranteed to work”—where the ability to predict protein structures has opened up new research techniques. “The first is very obviously the advances in protein design,” he says. “David Baker and others have absolutely run with this technology.” Baker, a computational biologist at the University of Washington, was a co-winner of last year’s chemistry Nobel, alongside Jumper and Hassabis, for his work on creating synthetic proteins to perform specific tasks—such as treating disease or breaking down plastics—better than natural proteins can. Baker and his colleagues have developed their own tool based on AlphaFold, called RoseTTAFold. But they have also experimented with AlphaFold Multimer to predict which of their designs for potential synthetic proteins will work.     “Basically, if AlphaFold confidently agrees with the structure you were trying to design [and] then you make it and if AlphaFold says ‘I don’t know,’ you don’t make it. That alone was an enormous improvement.” It can make the design process 10 times faster, says Jumper. Another off-label use that Jumper highlights: Turning AlphaFold into a kind of search engine. He mentions two separate research groups that were trying to understand exactly how human sperm cells hooked up with eggs during fertilization. They knew one of the proteins involved but not the other, he says: “And so they took a known egg protein and ran all 2,000 human sperm surface proteins, and they found one that AlphaFold was very sure stuck against the egg.” They were then able to confirm this in the lab. “This notion that you can use AlphaFold to do something you couldn’t do before—you would never do 2,000 structures looking for one answer,” he says. “This kind of thing I think is really extraordinary.” Five years on When AlphaFold 2 came out, I asked a handful of early adopters what they made of it. Reviews were good, but the technology was too new to know for sure what long-term impact it might have. I caught up with one of those people to hear his thoughts five years on.
Kliment Verba is a molecular biologist who runs a lab at the University of California, San Francisco. “It’s an incredibly useful technology, there’s no question about it,” he tells me. “We use it every day, all the time.” But it’s far from perfect. A lot of scientists use AlphaFold to study pathogens or to develop drugs. This involves looking at interactions between multiple proteins or between proteins and even smaller molecules in the body. But AlphaFold is known to be less accurate at making predictions about multiple proteins or their interaction over time.
Verba says he and his colleagues have been using AlphaFold long enough to get used to its limitations. “There are many cases where you get a prediction and you have to kind of scratch your head,” he says. “Is this real or is this not? It’s not entirely clear—it’s sort of borderline.” “It’s sort of the same thing as ChatGPT,” he adds. “You know—it will bullshit you with the same confidence as it would give a true answer.” Still, Verba’s team uses AlphaFold (both 2 and 3, because they have different strengths, he says) to run virtual versions of their experiments before running them in the lab. Using AlphaFold’s results, they can narrow down the focus of an experiment—or decide that it’s not worth doing. It can really save time, he says: “It hasn’t really replaced any experiments, but it’s augmented them quite a bit.” New wave   AlphaFold was designed to be used for a range of purposes. Now multiple startups and university labs are building on its success to develop a new wave of tools more tailored to drug discovery. This year, a collaboration between MIT researchers and the AI drug company Recursion produced a model called Boltz-2, which predicts not only the structure of proteins but also how well potential drug molecules will bind to their target.   Last month, the startup Genesis Molecular AI released another structure prediction model called Pearl, which the firm claims is more accurate than AlphaFold 3 for certain queries that are important for drug development. Pearl is interactive, so that drug developers can feed any additional data they may have to the model to guide its predictions.
AlphaFold was a major leap, but there’s more to do, says Evan Feinberg, Genesis Molecular AI’s CEO: “We’re still fundamentally innovating, just with a better starting point than before.” Genesis Molecular AI is pushing margins of error down from less than two angstroms, the de facto industry standard set by AlphaFold, to less than one angstrom—one 10-millionth of a millimeter, or the width of a single hydrogen atom. “Small errors can be catastrophic for predicting how well a drug will actually bind to its target,” says Michael LeVine, vice president of modeling and simulation at the firm. That’s because chemical forces that interact at one angstrom can stop doing so at two. “It can go from ‘They will never interact’ to ‘They will,’” he says. With so much activity in this space, how soon should we expect new types of drugs to hit the market? Jumper is pragmatic. Protein structure prediction is just one step of many, he says: “This was not the only problem in biology. It’s not like we were one protein structure away from curing any diseases.”
Think of it this way, he says. Finding a protein’s structure might previously have cost $100,000 in the lab: “If we were only a hundred thousand dollars away from doing a thing, it would already be done.” At the same time, researchers are looking for ways to do as much as they can with this technology, says Jumper: “We’re trying to figure out how to make structure prediction an even bigger part of the problem, because we have a nice big hammer to hit it with.” In other words, they want to make everything into nails? “Yeah, let’s make things into nails,” he says. “How do we make this thing that we made a million times faster a bigger part of our process?” What’s next? Jumper’s next act? He wants to fuse the deep but narrow power of AlphaFold with the broad sweep of LLMs.   “We have machines that can read science. They can do some scientific reasoning,” he says. “And we can build amazing, superhuman systems for protein structure prediction. How do you get these two technologies to work together?” That makes me think of a system called AlphaEvolve, which is being built by another team at Google DeepMind. AlphaEvolve uses an LLM to generate possible solutions to a problem and a second model to check them, filtering out the trash. Researchers have already used AlphaEvolve to make a handful of practical discoveries in math and computer science.     Is that what Jumper has in mind? “I won’t say too much on methods, but I’ll be shocked if we don’t see more and more LLM impact on science,” he says. “I think that’s the exciting open question that I’ll say almost nothing about. This is all speculation, of course.” Jumper was 39 when he won his Nobel Prize. What’s next for him? “It worries me,” he says. “I believe I’m the youngest chemistry laureate in 75 years.”  He adds: “I’m at the midpoint of my career, roughly. I guess my approach to this is to try to do smaller things, little ideas that you keep pulling on. The next thing I announce doesn’t have to be, you know, my second shot at a Nobel. I think that’s the trap.”

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The State of AI: Chatbot companions and the future of our privacy

Welcome back to The State of AI, a new collaboration between the Financial Times and MIT Technology Review. Every Monday, writers from both publications debate one aspect of the generative AI revolution reshaping global power. In this week’s conversation MIT Technology Review’s senior reporter for features and investigations, Eileen Guo, and FT tech correspondent Melissa Heikkilä discuss the privacy implications of our new reliance on chatbots. Eileen Guo writes: Even if you don’t have an AI friend yourself, you probably know someone who does. A recent study found that one of the top uses of generative AI is companionship: On platforms like Character.AI, Replika, or Meta AI, people can create personalized chatbots to pose as the ideal friend, romantic partner, parent, therapist, or any other persona they can dream up. 
It’s wild how easily people say these relationships can develop. And multiple studies have found that the more conversational and human-like an AI chatbot is, the more likely it is that we’ll trust it and be influenced by it. This can be dangerous, and the chatbots have been accused of pushing some people toward harmful behaviors—including, in a few extreme examples, suicide.  Some state governments are taking notice and starting to regulate companion AI. New York requires AI companion companies to create safeguards and report expressions of suicidal ideation, and last month California passed a more detailed bill requiring AI companion companies to protect children and other vulnerable groups. 
But tellingly, one area the laws fail to address is user privacy. This is despite the fact that AI companions, even more so than other types of generative AI, depend on people to share deeply personal information—from their day-to-day-routines, innermost thoughts, and questions they might not feel comfortable asking real people. After all, the more users tell their AI companions, the better the bots become at keeping them engaged. This is what MIT researchers Robert Mahari and Pat Pataranutaporn called “addictive intelligence” in an op-ed we published last year, warning that the developers of AI companions make “deliberate design choices … to maximize user engagement.”  Ultimately, this provides AI companies with something incredibly powerful, not to mention lucrative: a treasure trove of conversational data that can be used to further improve their LLMs. Consider how the venture capital firm Andreessen Horowitz explained it in 2023:  “Apps such as Character.AI, which both control their models and own the end customer relationship, have a tremendous opportunity to  generate market value in the emerging AI value stack. In a world where data is limited, companies that can create a magical data feedback loop by connecting user engagement back into their underlying model to continuously improve their product will be among the biggest winners that emerge from this ecosystem.” This personal information is also incredibly valuable to marketers and data brokers. Meta recently announced that it will deliver ads through its AI chatbots. And research conducted this year by the security company Surf Shark found that four out of the five AI companion apps it looked at in the Apple App Store were collecting data such as user or device IDs, which can be combined with third-party data to create profiles for targeted ads. (The only one that said it did not collect data for tracking services was Nomi, which told me earlier this year that it would not “censor” chatbots from giving explicit suicide instructions.)  All of this means that the privacy risks posed by these AI companions are, in a sense, required: They are a feature, not a bug. And we haven’t even talked about the additional security risks presented by the way AI chatbots collect and store so much personal information in one place.  So, is it possible to have prosocial and privacy-protecting AI companions? That’s an open question. 

What do you think, Melissa, and what is top of mind for you when it comes to privacy risks from AI companions? And do things look any different in Europe?  Ask AIWhy it matters to you?BETAHere’s why this story might matter to you, according to AI. This is a beta feature and AI hallucinates—it might get weirdTell me why it matters Melissa Heikkilä replies: Thanks, Eileen. I agree with you. If social media was a privacy nightmare, then AI chatbots put the problem on steroids.  In many ways, an AI chatbot creates what feels like a much more intimate interaction than a Facebook page. The conversations we have are only with our computers, so there is little risk of your uncle or your crush ever seeing what you write. The AI companies building the models, on the other hand, see everything.  Companies are optimizing their AI models for engagement by designing them to be as human-like as possible. But AI developers have several other ways to keep us hooked. The first is sycophancy, or the tendency for chatbots to be overly agreeable.  This feature stems from the way the language model behind the chatbots is trained using reinforcement learning. Human data labelers rate the answers generated by the model as either acceptable or not. This teaches the model how to behave.  Because people generally like answers that are agreeable, such responses are weighted more heavily in training.  AI companies say they use this technique because it helps models become more helpful. But it creates a perverse incentive. 
After encouraging us to pour our hearts out to chatbots, companies from Meta to OpenAI are now looking to monetize these conversations. OpenAI recently told us it was looking at a number of ways to meet $1 trillion spending pledges, which included advertising and shopping features.  AI models are already incredibly persuasive. Researchers at the UK’s AI Security Institute have shown that they are far more skilled than humans at persuading people to change their minds on politics, conspiracy theories, and vaccine skepticism. They do this by generating large amounts of relevant evidence and communicating it in an effective and understandable way. 
This feature, paired with their sycophancy and a wealth of personal data, could be a powerful tool for advertisers—one that is more manipulative than anything we have seen before.  By default, chatbot users are opted in to data collection. Opt-out policies place the onus on users to understand the implications of sharing their information. It’s also unlikely that data already used in training will be removed.  We are all part of this phenomenon whether we want to be or not. Social media platforms from Instagram to LinkedIn now use our personal data to train generative AI models.  Companies are sitting on treasure troves that consist of our most intimate thoughts and preferences, and language models are very good at picking up on subtle hints in language that could help advertisers profile us better by inferring our age, location, gender, and income level. We are being sold the idea of an omniscient AI digital assistant, a superintelligent confidante. In return, however, there is a very real risk that our information is about to be sent to the highest bidder once again. Eileen responds:
I think the comparison between AI companions and social media is both apt and concerning.  As Melissa highlighted, the privacy risks presented by AI chatbots aren’t new—they just “put the [privacy] problem on steroids.” AI companions are more intimate and even better optimized for engagement than social media, making it more likely that people will offer up more personal information. Here in the US, we are far from solving the privacy issues already presented by social networks and the internet’s ad economy, even without the added risks of AI. And without regulation, the companies themselves are not following privacy best practices either. One recent study found that the major AI models train their LLMs on user chat data by default unless users opt out, while several don’t offer opt-out mechanisms at all.
In an ideal world, the greater risks of companion AI would give more impetus to the privacy fight—but I don’t see any evidence this is happening.  Further reading  FT reporters peer under the hood of OpenAI’s five-year business plan as it tries to meet its vast $1 trillion spending pledges.  Is it really such a problem if AI chatbots tell people what they want to hear? This FT feature asks what’s wrong with sycophancy  In a recent print issue of MIT Technology Review, Rhiannon Williams spoke to a number of people about the types of relationships they are having with AI chatbots. Eileen broke the story for MIT Technology Review about a chatbot that was encouraging some users to kill themselves.

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The Download: how to fix a tractor, and living among conspiracy theorists

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Meet the man building a starter kit for civilization You live in a house you designed and built yourself. You rely on the sun for power, heat your home with a woodstove, and farm your own fish and vegetables. The year is 2025.This is the life of Marcin Jakubowski, the 53-year-old founder of Open Source Ecology, an open collaborative of engineers, producers, and builders developing what they call the Global Village Construction Set (GVCS).It’s a set of 50 machines—everything from a tractor to an oven to a circuit maker—that are capable of building civilization from scratch and can be reconfigured however you see fit. It’s all part of his ethos that life-changing technology should be available to all, not controlled by a select few. Read the full story. —Tiffany Ng
This story is from the latest print issue of MIT Technology Review magazine, which is full of fascinating stories. If you haven’t already, subscribe now to receive future issues once they land.
What it’s like to find yourself in the middle of a conspiracy theory Last week, we held a subscribers-only Roundtables discussion exploring how to cope in this new age of conspiracy theories. Our features editor Amanda Silverman and executive editor Niall Firth were joined by conspiracy expert Mike Rothschild, who explained exactly what it’s like to find yourself at the center of a conspiracy you can’t control. Watch the conversation back here. The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 DOGE has been disbandedEven though it’s got eight months left before its official scheduled end. (Reuters)+ It leaves a legacy of chaos and few measurable savings. (Politico)+ DOGE’s tech takeover threatens the safety and stability of our critical data. (MIT Technology Review) 2 How OpenAI’s tweaks to ChatGPT sent some users into delusional spiralsIt essentially turned a dial that increased both usage of the chatbot and the risks it poses to a subset of people. (NYT $)+ AI workers are warning loved ones to stay away from the technology. (The Guardian)+ It’s surprisingly easy to stumble into a relationship with an AI chatbot. (MIT Technology Review)3 A three-year old has received the world’s first gene therapy for Hunter syndromeOliver Chu appears to be developing normally one year after starting therapy. (BBC)4 Why we may—or may not—be in an AI bubble 🫧It’s time to follow the data. (WP $)+ Even tech leaders don’t appear to be entirely sure. (Insider $)+ How far can the ‘fake it til you make it’ strategy take us? (WSJ $)+ Nvidia is still riding the wave with abandon. (NY Mag $)5 Many MAGA influencers are based in Russia, India and NigeriaX’s new account provenance feature is revealing some interesting truths. (The Daily Beast) 6 The FBI wants to equip drones with facial recognition techCivil libertarians claim the plans equate to airborne surveillance. (The Intercept)+ This giant microwave may change the future of war. (MIT Technology Review)

7  Snapchat is alerting users ahead of Australia’s under-16s social media ban  The platform will analyze an account’s “behavioral signals” to estimate a user’s age. (The Guardian)+ An AI nudification site has been fined for skipping age checks. (The Register)+ Millennial parents are fetishizing the notion of an offline childhood. (The Observer) 8 Activists are roleplaying ICE raids in Fortnite and Grand Theft AutoIt’s in a bid to prepare players to exercise their rights in the real world. (Wired $)+ Another effort to track ICE raids was just taken offline. (MIT Technology Review) 9 The JWST may have uncovered colossal stars ⭐In fact, they’re so big their masses are 10,000 times bigger than the sun. (New Scientist $)+ Inside the hunt for the most dangerous asteroid ever. (MIT Technology Review)10 Social media users are lying about brands ghosting themCompletely normal behavior. (WSJ $)+ This would never have happened on Vine, I’ll tell you now. (The Verge) Quote of the day “I can’t believe we have to say this, but this account has only ever been run and operated from the United States.”  —The US Department of Homeland Security’s X account attempts to end speculation surrounding its social media origins, the New York Times reports.
One more thing This company is planning a lithium empire from the shores of the Great Salt LakeOn a bright afternoon in August, the shore of Utah’s Great Salt Lake looks like something out of a science fiction film set in a scorching alien world.This otherworldly scene is the test site for a company called Lilac Solutions, which is developing a technology it says will shake up the United States’ efforts to pry control over the global supply of lithium, the so-called “white gold” needed for electric vehicles and batteries, away from China.The startup is in a race to commercialize a new, less environmentally-damaging way to extract lithium from rocks. If everything pans out, it could significantly increase domestic supply at a crucial moment for the nation’s lithium extraction industry. Read the full story.
—Alexander C. Kaufman

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The Download: the secrets of vitamin D, and an AI party in Africa

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. We’re learning more about what vitamin D does to our bodies At a checkup a few years ago, a doctor told me I was deficient in vitamin D. But he wouldn’t write me a prescription for supplements, simply because, as he put it, everyone in the UK is deficient. Putting the entire population on vitamin D supplements would be too expensive for the country’s national health service, he told me. But supplementation—whether covered by a health-care provider or not—can be important. As those of us living in the Northern Hemisphere spend fewer of our waking hours in sunlight, let’s consider the importance of vitamin D. Read the full story.
—Jessica Hamzelou This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here.
If you’re interested in other stories from our biotech writers, check out some of their most recent work: + Advanced in organs on chips, digital twins, and AI are ushering in a new era of research and drug development that could help put a stop to animal testing. Read the full story.+ Here’s the latest company planning for gene-edited babies.+ Preventing the common cold is extremely tricky—but not impossible. Here’s why we don’t have a cold vaccine. Yet.+ Scientists are creating the beginnings of bodies without sperm or eggs. How far should they be allowed to go? Read the full story.+ This retina implant lets people with vision loss do a crossword puzzle. Read the full story. Partying at one of Africa’s largest AI gatherings It’s late August in Rwanda’s capital, Kigali, and people are filling a large hall at one of Africa’s biggest gatherings of minds in AI and machine learning. Deep Learning Indaba is an annual AI conference where Africans present their research and technologies they’ve built, mingling with friends as a giant screen blinks with videos created with generative AI. The main “prize” for many attendees is to be hired by a tech company or accepted into a PhD program. But the organizers hope to see more homegrown ventures create opportunities within Africa. Read the full story. —Abdullahi Tsanni This story is from the latest print issue of MIT Technology Review magazine, which is full of fascinating stories. If you haven’t already, subscribe now to receive future issues once they land.

The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 Google’s new Nano Banana Pro generates convincing propagandaThe company’s latest image-generating AI model seems to have few guardrails. (The Verge)+ Google wants its creations to be slicker than ever. (Wired $)+ Google’s new Gemini 3 “vibe-codes” responses and comes with its own agent. (MIT Technology Review) 2 Taiwan says the US won’t punish it with high chip tariffsIn fact, official Wu Cheng-wen says Taiwan will help support the US chip industry in exchange for tariff relief. (FT $)3 Mental health support is one of the most dangerous uses for chatbotsThey fail to recognize psychiatric conditions and can miss critical warning signs. (WP $)+ AI companies have stopped warning you that their chatbots aren’t doctors. (MIT Technology Review) 4 It costs an average of $17,121 to deport one person from the USBut in some cases it can cost much, much more. (Bloomberg $)+ Another effort to track ICE raids was just taken offline. (MIT Technology Review) 5 Grok is telling users that Elon Musk is the world’s greatest loverWhat’s it basing that on, exactly? (Rolling Stone $)+ It also claims he’s fitter than basketball legend LeBron James. Sure. (The Guardian)6 Who’s really in charge of US health policy?RFK Jr. and FDA commissioner Marty Makary are reportedly at odds behind the scenes. (Vox)+ Republicans are lightly pushing back on the CDC’s new stance on vaccines. (Politico)+ Why anti-vaxxers are seeking to discredit Danish studies. (Bloomberg $)+ Meet Jim O’Neill, the longevity enthusiast who is now RFK Jr.’s right-hand man. (MIT Technology Review) 7 Inequality is worsening in San FranciscoAs billionaires thrive, hundreds of thousands of others are struggling to get by. (WP $)+ A massive airship has been spotted floating over the city. (SF Gate)
8 Donald Trump is thrusting obscure meme-makers into the mainstreamHe’s been reposting flattering AI-generated memes by the dozen. (NYT $)+ MAGA YouTube stars are pushing a boom in politically charged ads. (Bloomberg $)9 Moss spores survived nine months in spaceAnd they could remain reproductively viable for another 15 years. (New Scientist $)+ It suggests that some life on Earth has evolved to endure space conditions. (NBC News)+ The quest to figure out farming on Mars. (MIT Technology Review) 10 Does AI really need a physical shape?It doesn’t really matter—companies are rushing to give it one anyway. (The Atlantic $)
Quote of the day “At some point you’ve got to wonder whether the bug is a feature.” —Alexios Mantzarlis, director of the Security, Trust and Safety Initiative at Cornell Tech, ponders xAI and Grok’s proclivity for surfacing Elon Musk-friendly and/or far-right sources, the Washington Post reports. One more thing
The AI lab waging a guerrilla war over exploitative AIBack in 2022, the tech community was buzzing over image-generating AI models, such as Midjourney, Stable Diffusion, and OpenAI’s DALL-E 2, which could follow simple word prompts to depict fantasylands or whimsical chairs made of avocados.But artists saw this technological wonder as a new kind of theft. They felt the models were effectively stealing and replacing their work.Ben Zhao, a computer security researcher at the University of Chicago, was listening. He and his colleagues have built arguably the most prominent weapons in an artist’s arsenal against nonconsensual AI scraping: two tools called Glaze and Nightshade that add barely perceptible perturbations to an image’s pixels so that machine-learning models cannot read them properly.But Zhao sees the tools as part of a battle to slowly tilt the balance of power from large corporations back to individual creators. Read the full story.—Melissa Heikkilä We can still have nice things A place for comfort, fun and distraction to brighten up your day. (Got any ideas? Drop me a line or skeet ’em at me.) + If you’re ever tempted to try and recreate a Jackson Pollock painting, maybe you’d be best leaving it to the kids.+ Scientists have discovered that lions have not one, but two distinct types of roars 🦁+ The relentless rise of the quarter-zip must be stopped!+ Pucker up: here’s a brief history of kissing 💋

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We’re learning more about what vitamin D does to our bodies

It has started to get really wintry here in London over the last few days. The mornings are frosty, the wind is biting, and it’s already dark by the time I pick my kids up from school. The darkness in particular has got me thinking about vitamin D, a.k.a. the sunshine vitamin. At a checkup a few years ago, a doctor told me I was deficient in vitamin D. But he wouldn’t write me a prescription for supplements, simply because, as he put it, everyone in the UK is deficient. Putting the entire population on vitamin D supplements would be too expensive for the country’s national health service, he told me. But supplementation—whether covered by a health-care provider or not—can be important. As those of us living in the Northern Hemisphere spend fewer of our waking hours in sunlight, let’s consider the importance of vitamin D. Yes, it is important for bone health. But recent research is also uncovering surprising new insights into how the vitamin might influence other parts of our bodies, including our immune systems and heart health.
Vitamin D was discovered just over 100 years ago, when health professionals were looking for ways to treat what was then called “the English disease.” Today, we know that rickets, a weakening of bones in children, is caused by vitamin D deficiency. And vitamin D is best known for its importance in bone health. That’s because it helps our bodies absorb calcium. Our bones are continually being broken down and rebuilt, and they need calcium for that rebuilding process. Without enough calcium, bones can become weak and brittle. (Depressingly, rickets is still a global health issue, which is why there is global consensus that infants should receive a vitamin D supplement at least until they are one year old.)
In the decades since then, scientists have learned that vitamin D has effects beyond our bones. There’s some evidence to suggest, for example, that being deficient in vitamin D puts people at risk of high blood pressure. Daily or weekly supplements can help those individuals lower their blood pressure. A vitamin D deficiency has also been linked to a greater risk of “cardiovascular events” like heart attacks, although it’s not clear whether supplements can reduce this risk; the evidence is pretty mixed. Vitamin D appears to influence our immune health, too. Studies have found a link between low vitamin D levels and incidence of the common cold, for example. And other research has shown that vitamin D supplements can influence the way our genes make proteins that play important roles in the way our immune systems work. We don’t yet know exactly how these relationships work, however. And, unfortunately, a recent study that assessed the results of 37 clinical trials found that overall, vitamin D supplements aren’t likely to stop you from getting an “acute respiratory infection.” Other studies have linked vitamin D levels to mental health, pregnancy outcomes, and even how long people survive after a cancer diagnosis. It’s tantalizing to imagine that a cheap supplement could benefit so many aspects of our health. But, as you might have gathered if you’ve got this far, we’re not quite there yet. The evidence on the effects of vitamin D supplementation for those various conditions is mixed at best. In fairness to researchers, it can be difficult to run a randomized clinical trial for vitamin D supplements. That’s because most of us get the bulk of our vitamin D from sunlight. Our skin converts UVB rays into a form of the vitamin that our bodies can use. We get it in our diets, too, but not much. (The main sources are oily fish, egg yolks, mushrooms, and some fortified cereals and milk alternatives.) The standard way to measure a person’s vitamin D status is to look at blood levels of 25-hydroxycholecalciferol (25(OH)D), which is formed when the liver metabolizes vitamin D. But not everyone can agree on what the “ideal” level is.

Even if everyone did agree on a figure, it isn’t obvious how much vitamin D a person would need to consume to reach this target, or how much sunlight exposure it would take. One complicating factor is that people respond to UV rays in different ways—a lot of that can depend on how much melanin is in your skin. Similarly, if you’re sitting down to a meal of oily fish and mushrooms and washing it down with a glass of fortified milk, it’s hard to know how much more you might need. There is more consensus on the definition of vitamin D deficiency, though. (It’s a blood level below 30 nanomoles per liter, in case you were wondering.) And until we know more about what vitamin D is doing in our bodies, our focus should be on avoiding that. For me, that means topping up with a supplement. The UK government advises everyone in the country to take a 10-microgram vitamin D supplement over autumn and winter. That advice doesn’t factor in my age, my blood levels, or the amount of melanin in my skin. But it’s all I’ve got for now.

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AWS adds a DNS resiliency feature to make its US East region resilient to outages

Data and control plane differentiation AWS has typically faced DNS issues that affect the control plane, the management layer that decides how traffic should be directed, and not the data plane. The data plane is the other layer that carries out those instructions by actually delivering DNS queries to their destination. “In big AWS incidents, the DNS data plane usually stays up, i.e., you might still have a running infrastructure, but the control plane in US East can stall, which means you can’t update DNS fast enough to reroute traffic, and that’s the real failure point,” said HFS Research’s associate practice leader Akshat Tyagi. “The new feature aims to fix that gap. It provides a hardened, multi-region control path that ensures key APIs like ‘ChangeResourceRecordSets’ stay available within a guaranteed 60-minute recovery window. This means enterprises can redirect users to backup regions, switch to standby endpoints, or cut over to a disaster-recovery setup without waiting for AWS to recover,” Tyagi added. US East region is a bottleneck for AWS The US East (Northern Virginia) region has continued to be a major architectural chokepoint for AWS. “The control plane for many global AWS services has historically depended on that region in Northern Virginia. When that region shakes, everyone feels the ripples,” Tyagi said. The analyst also warned that the new feature might not be enough to stop the fallout of future outages, although it fixes one of several critical gaps.

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OEUK Says UK Budget Delivers ‘Bitter Blow’ to Workers

Industry body Offshore Energies UK (OEUK) said the UK government Budget “delivers [a] bitter blow to [the] UK’s energy workers and industry”, in a statement sent to Rigzone on Wednesday. In that statement, OEUK “condemned the government’s decision in today’s [Wednesday] Budget to reject replacement of the Energy Profits Levy (EPL) in 2026”, dubbing it “a move that will cost tens of thousands of jobs, cripple investment, and undermine Scotland and the UK’s energy security”.  OEUK revealed in the statement that it will meet its 450 member companies “for urgent talks”. The industry body noted that it is also seeking an immediate meeting with UK Chancellor of the Exchequer Rachel Reeves “to explore every option to reverse this policy and prevent further economic and industrial damage”.  OEUK Chief Executive David Whitehouse said in the statement, “today, the government turned down GBP 50 billion [$66 billion] of investment for the UK and the chance to protect the jobs and industries that keep this country running”. “Instead, they’ve chosen a path that will see 1,000 jobs continue to be lost every month, more energy imports, and a contagion across supply chains and our industrial heartlands,” he added. “This is not over. We will keep pressing for change – this industry’s people, their communities, and the value of this strategic national asset are too important to dismiss. The government was warned of the dangers of inaction – they must now own the consequences and reconsider,” he continued. Whitehouse warned in the statement that the future of North Sea energy depends on investment, which he said won’t come without urgent reform of the windfall tax. “If the levy stays in place beyond 2026, projects will stall and jobs will vanish, no matter how pragmatic licensing policy becomes. Fixing this outdated tax is the key to unlocking billions in investment across the UK’s entire energy mix,” he added.  “Waiting four years for reform of this tax is too late. The North Sea continues to be

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This year’s UN climate talks avoided fossil fuels, again

If we didn’t have pictures and videos, I almost wouldn’t believe the imagery that came out of this year’s UN climate talks. Over the past few weeks in Belem, Brazil, attendees dealt with oppressive heat and flooding, and at one point a literal fire broke out, delaying negotiations. The symbolism was almost too much to bear. While many, including the president of Brazil, framed this year’s conference as one of action, the talks ended with a watered-down agreement. The final draft doesn’t even include the phrase “fossil fuels.” As emissions and global temperatures reach record highs again this year, I’m left wondering: Why is it so hard to formally acknowledge what’s causing the problem?
This is the 30th time that leaders have gathered for the Conference of the Parties, or COP, an annual UN conference focused on climate change. COP30 also marks 10 years since the gathering that produced the Paris Agreement, in which world powers committed to limiting global warming to “well below” 2.0 °C above preindustrial levels, with a goal of staying below the 1.5 °C mark. (That’s 3.6 °F and 2.7 °F, respectively, for my fellow Americans.) Before the conference kicked off this year, host country Brazil’s president, Luiz Inácio Lula da Silva, cast this as the “implementation COP” and called for negotiators to focus on action, and specifically to deliver a road map for a global transition away from fossil fuels.
The science is clear—burning fossil fuels emits greenhouse gases and drives climate change. Reports have shown that meeting the goal of limiting warming to 1.5 °C would require stopping new fossil-fuel exploration and development. The problem is, “fossil fuels” might as well be a curse word at global climate negotiations. Two years ago, fights over how to address fossil fuels brought talks at COP28 to a standstill. (It’s worth noting that the conference was hosted in Dubai in the UAE, and the leader was literally the head of the country’s national oil company.) The agreement in Dubai ended up including a line that called on countries to transition away from fossil fuels in energy systems. It was short of what many advocates wanted, which was a more explicit call to phase out fossil fuels entirely. But it was still hailed as a win. As I wrote at the time: “The bar is truly on the floor.” And yet this year, it seems we’ve dug into the basement. At one point about 80 countries, a little under half of those present, demanded a concrete plan to move away from fossil fuels. But oil producers like Saudi Arabia were insistent that fossil fuels not be singled out. Other countries, including some in Africa and Asia, also made a very fair point: Western nations like the US have burned the most fossil fuels and benefited from it economically. This contingent maintains that legacy polluters have a unique responsibility to finance the transition for less wealthy and developing nations rather than simply barring them from taking the same development route.  The US, by the way, didn’t send a formal delegation to the talks, for the first time in 30 years. But the absence spoke volumes. In a statement to the New York Times that sidestepped the COP talks, White House spokesperson Taylor Rogers said that president Trump had “set a strong example for the rest of the world” by pursuing new fossil-fuel development. To sum up: Some countries are economically dependent on fossil fuels, some don’t want to stop depending on fossil fuels without incentives from other countries, and the current US administration would rather keep using fossil fuels than switch to other energy sources. 

All those factors combined help explain why, in its final form, COP30’s agreement doesn’t name fossil fuels at all. Instead, there’s a vague line that leaders should take into account the decisions made in Dubai, and an acknowledgement that the “global transition towards low greenhouse-gas emissions and climate-resilient development is irreversible and the trend of the future.” Hopefully, that’s true. But it’s concerning that even on the world’s biggest stage, naming what we’re supposed to be transitioning away from and putting together any sort of plan to actually do it seems to be impossible. This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.

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Moving toward LessOps with VMware-to-cloud migrations

In partnership withCognizant Today’s IT leaders face competing mandates to do more (“make us an ‘AI-first’ enterprise—yesterday”) with less (“no new hires for at least the next six months”). VMware has become a focal point of these dueling directives. It remains central to enterprise IT, with 80% of organizations using VMware infrastructure products. But shifting licensing models are prompting teams to reconsider how they manage and scale these workloads, often on tighter budgets. For many organizations, the path forward involves adopting a LessOps model, an operational strategy that makes hybrid environments manageable without increasing headcount. This operational philosophy minimizes human intervention through extensive automation and selfservice capabilities while maintaining governance and compliance. In practice, VMware-to-cloud migrations create a “two birds, one stone” opportunity. They present a practical moment to codify the automation and governance practices LessOps depends on—laying the groundwork for a leaner, more resilient IT operating model.
Download the full article. This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. This content was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.

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Currie Says AI Spending Frenzy Echoes Early Shale Days

The eye-popping amounts Big Tech is shelling out on artificial intelligence resembles shale’s golden age of spending before a price crash wiped out $2.6 trillion in equity, Carlyle Group Inc.’s Jeff Currie says. Energy and technology are two of the most important pillars of the economy, leaving other key sectors including finance and health care “useless” without the other two, the veteran commodity market forecaster wrote in a research note Tuesday.  “The shale boom was arguably the most notorious ‘growth at all costs’ capex cycle in the modern era, where energy industry-wide capex reached 110-120% of cash flow at its peak,” Currie said. “So for technology spending to reach energy industry levels should raise a lot of questions.” Much of the investment from tech companies is going toward chips and data centers to build up computing resources to support AI development. AI compute can be measured in dollars per hour, much like oil is traded in dollars per barrel, Currie wrote. Confidence in future AI computing prices stabilizing around the $1- to $2-per-hour range “echoes the same confidence that the US shale producers had in $100/bbl oil that drove their spending far above cash flow,” he wrote. US oil producers were able to only keep drilling debt on their balance sheets during the early days of the shale boom, while entering into long-term contracts with special-purpose vehicles that would take on the burden for additional capex to build pipelines. That finance structure is reminiscent of the AI boom today, he said. “Big Tech AI appears to be using the exact same playbook that the energy industry used as these arrangements clearly rhyme with today’s AI datacenter SPV arrangements,” Currie said. “We cannot forget about the land grab, or the ‘race for positioning’ as the oil patch called it, which mirrors the AI

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Oil Creeps Higher Alongside Global Equities

Oil crept higher alongside global equities, bouncing off a one-month low as the White House signaled optimism about a peace deal between Russia and Ukraine, which could bring back Moscow’s barrels into an already saturated market.  West Texas Intermediate advanced 1.2% to settle above $58 a barrel, recouping most of the previous day’s losses. Volumes are still trending lower ahead of Thursday’s Thanksgiving holiday in the US.  Steve Witkoff, US President Donald Trump’s envoy, will lead a delegation for talks in Russia next week on ending the nearly four-year long war, a Kremlin official said. Ukrainian leader’s chief of staff said negotiations in Geneva had laid a “good foundation.” Yet any peace deal still face the same obstacles as in the past: What satisfies Ukraine is likely a deal-breaker for Russia, and vice versa. Much of Russia’s oil and fuel is subject to heavy Western sanctions, with US restrictions on the two biggest producers kicking in last week. However, China, India and Turkey have been eager buyers of the discounted crude, so the impact on global prices from any lifting of curbs is hard to gauge. “Minute adjustments between the US, Russia, Ukraine and the EU on proposed peace deals have been carefully digested by the market,” Standard Chartered analysts including Emily Ashford wrote in a note. “Any positive signs of collaboration or agreement have resulted in short-term sell-offs, while the dialing-back of enthusiasm has bolstered prices.” In the US, meanwhile, the Energy Information Administration reported on Wednesday that overall crude inventories climbed by 2.8 million barrels, while gasoline and distillate inventories also expanded. That did little to assuage growing oversupply fears. Oil has retreated by more than a fifth since the middle of June as the Organization of the Petroleum Exporting Countries and its allies restored barrels, while producers outside of

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