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Cloud sovereignty: First four providers sign up to CISPE certification program

“Public bodies, hospitals and industrial operators are today seeking concrete guarantees of digital sovereignty. The CISPE Sovereignty Badge provides that guarantee. It is a natural complement to European standards such as Gaia-X Level 3, strengthening transparency, compliance and digital trust. It is this ability to provide concrete proof, beyond rhetoric, that underpins genuine European digital autonomy.” said Antoine Fournier, CEO of Thésée Datacenter The EU is keen to guard against ‘sovereignty washing’ — claims by foreign-owned cloud providers that they meet local control criteria. Last month, CISPE warned about Broadcom’s claim it complied with EU conditions. It probably won’t be the last to make such claims.

Read More »

The UK’s generational tobacco ban might not work. I’m supporting it anyway.

EXECUTIVE SUMMARY As the parent of two little girls, I often think about how their childhood is different from mine. The seven-year-old is learning about AI at school. The five-year-old is given internet-based homework every week. And they are both absolutely repulsed by the idea of smoking. That was not the prevailing sentiment when I was young. My parents smoked. The customers at our family’s restaurant smoked. Cartoon characters smoked. My friends and I would buy little cigarette-box-shaped packets of sugary white sticks and pretend to smoke in the playground. Smoking was a central part of our culture. Which is why the UK’s recent passing of a generational sales ban on tobacco products feels like such a big deal. As part of the Tobacco and Vapes Act 2026, retailers are prohibited from selling tobacco products to anyone born after January 1, 2009, in perpetuity. It doesn’t matter when those people turn 18—or 38 or 68, for that matter. It will always be illegal to sell to anyone born after that date. This is what’s described as an “endgame” approach. While many tobacco control strategies—such as taxation or gory imagery—aim to reduce consumption, policies like the UK’s are designed to eliminate it entirely. It’s a new approach, and no one knows whether it will work.
The Maldives was the first country to implement a generational smoking ban, in November last year. It’s too soon to say how that has panned out. Nor do we know if these laws will even last. In 2022, New Zealand passed a similar generational sales ban as part of a broader anti-smoking law. But it was never enacted—the law was repealed by a new government in February 2024.
In the UK, both major parties support the ban. But Nigel Farage, whose right-wing party has seen a recent surge in support, has promised that “the generational smoking ban will not last long if Reform gets the chance to start rebuilding our mismanaged country.” Chris Bostic, an attorney and former policy director for the advocacy group Action on Smoking and Health, says he and his colleagues began promoting the idea of a generational ban in the United States 11 years ago. Back then, they struggled to win support, even from major health charities. “People said we were crazy … [and] that this was impossible,” he says. Opponents argued that bans would infringe on personal freedoms. “The public health argument is: Well, what about freedom from addiction?” says Britta Matthes, a tobacco control researcher at the University of Bath in the UK. Most people who smoke began when they were teenagers, want to quit, and wish they’d never started. Tobacco is arguably the most harmful consumer product of all time. It will kill half its users who don’t quit, according to the World Health Organization. It also kills people who don’t smoke. Of the 7 million who die from tobacco every year, 1.6 million are nonsmokers who were exposed to secondhand smoke, according to the WHO. Generational sales bans are a long-term strategy that will only protect future smokers. Most experts agree that people who already smoke should be a main consideration for any policy, and that a multipronged approach is probably the best way to go. Janet Hoek at the University of Otago, who has explored tobacco control policies in New Zealand, believes that enforcing very low limits on nicotine levels and banning filters—an environmental scourge that does not make smoking safer, as many people believe—might be a “powerful combination,” for example. But preventing teenagers from starting to smoke in the first place is an enticing prospect, even among the majority of people who smoke. And it’s starting to look a lot less radical. The US has quietly been making progress on a smaller scale. Since 2021, Brookline, a town in the Boston area, has banned the sale of tobacco products to anyone born after January 1, 2000. The idea has spread. Today there are 23 towns in Massachusetts with similar bans, says Bostic. Nine towns across Minnesota, New York, and California have implemented other endgame policies. The UK law has normalized the idea more than ever, he adds. His colleagues are already fielding calls from health agencies around the world. “People [are] saying, Wow I can’t believe the UK just did this—can we do this here?” he says. Norms change. Like many other millennials, I vividly remember my first night out after a ban on indoor smoking took effect. My clothes didn’t stink! My hair still felt clean! And my throat wasn’t scratchy the next morning! Now that’s just normal. I hope a tobacco-free world can be the new normal for my kids.

Read More »

Secretary Wright Applauds End of New Federal Wind and Solar Subsidies

WASHINGTON—U.S. Secretary of Energy Chris Wright today released the following statement regarding the Working Families Tax Cut July 4, 2026 deadline ending federal tax credit subsidies for new wind and solar projects not currently under construction. For more than three decades, the federal government has subsidized wind and solar energy generation. In 2025, wind and solar accounted for approximately three percent of total U.S. primary energy consumption. “I’m thrilled to report that after about 35 years, on July 4th, we will end the subsidies for wind and solar, thanks to the Working Families Tax Cut. “Wind and solar take a lot of land, 100 times more land for a similar amount of energy. They take an enormous amount of materials, energy intensive materials like steel and cement and polysilicon. “They take an enormous amount of additional transmission lines to connect their large land, far flung production back to where there’s demand centers. “And what do we get for all that is a relatively small amount of low value energy. It’s low value because the wind doesn’t always blow and the sun doesn’t always shine. “So they drive up the system costs and increase Americans’ electricity prices. “Enough of raising electricity prices. We’re going to drive them down. Thank you.” ###

Read More »

Trump Administration Moves to Permanently End Green New Scam Appliance Mandates

WASHINGTON—U.S. Secretary of Energy Chris Wright today announced the Department of Energy (DOE) has issued a Notice of Proposed Rulemaking to permanently end home appliance and equipment mandates that raise costs and disrupt consumer choice. The proposal will update the Department’s Process Rule used to establish energy conservation standards for household appliances and equipment, including air conditioning units, gas stoves, washing and drying machines, water heaters, refrigerators, and other products Americans rely on every day. In accordance with President Donald Trump’s Executive Order, “Unleashing Prosperity through Deregulation,” the proposal will preserve consumer choice and lower costs.  “In America, you should be able to choose a dryer that dries clothes on the first try rather than one that takes multiple cycles—unfortunately, past administrations thought otherwise,” Secretary Wright said. “For too long, the American people paid the price for mandates that restricted consumer choice and drove up costs. President Trump promised to end thisnonsense and that is exactly what we are doing. This proposed rule will preserve the American people’s ability to choose home appliances and equipment that actually work — at prices they can afford. It’s called common sense.”  “From day one, the Trump Administration has offered relief to consumers, businesses, and industries through bold deregulatory action,” said Assistant Secretary of Energy (EERE) Audrey Robertson. “This proposal is about the future. It will ensure that new regulations promote affordability, preserve consumer choice, and meet the highest standards for transparency and due diligence.”   For further details, read the full text of the Notice of Proposed Rulemaking. Comments will be accepted for 30 days after publication in the Federal Register.  DOE also issued a Request for Information seeking public input on the methodologies used in developing energy conservation standards for covered products and equipment. Comments will be accepted for 60 days after

Read More »

Energy Dominance Financing Office Celebrates One Year Since Passage of the Working Families Tax Cuts Act

WASHINGTON—The U.S. Department of Energy’s (DOE) Office of Energy Dominance Financing (EDF) celebrates the one-year anniversary of President Trump’s historic Working Families Tax Cuts. Made possible by the Working Families Tax Cuts, EDF has tallied several vital wins to rebuild supply chains, lower household energy bills, and strengthen U.S. energy and industrial leadership. The Working Families Tax Cuts expanded the scope of EDF’s more than $250 billion available loan authority to support reliable and affordable energy-related investments through the revamped and renamed Energy Dominance Financing Program (EDFP). “The prior administration had policies that undermined our grid with intermittent and expensive technologies that didn’t deliver the affordable, reliable and secure energy that Americans need,” EDF Director Gregory A. Beard said. “The Working Families Tax Cuts empowered the nation with a common-sense approach to increasing the nation’s energy supply through ensuring baseload power goes to a secure and reliable grid, securing critical mineral supply chains, winning the global AI race and launching the American nuclear renaissance.” EDF is working to rapidly implement and deploy the EDFP. Over the past year, these accomplishments include: Financing America’s nuclear renaissance EDF has financed nuclear restarts and reestablished domestic manufacturing capabilities central to the Administration’s goal of reinvigorating the U.S. nuclear industrial base. As part of a national nuclear renaissance strategy, EDF recently announced a $17.5 billion conditional loan to finance long-lead time items needed to rebuild America’s commercial nuclear supply chain. This investment will accelerate the deployment of 10 large-scale commercial nuclear reactors across the United States by up to three years. The project marks a major step toward advancing President Trump’s Executive Order, Reinvigorating the Nuclear Industrial Base, by supporting the objective of having 10 new large nuclear reactors with complete designs under construction by 2030, representing over 11 GW of secure, reliable generation. EDF

Read More »

Cheap Chinese chips could offer way out of RAM price crisis, Apple suggests

Beyond the potential political ramifications, any deal would have immediate implications for enterprise IT buyers. “CIOs should focus on the risk that this strategy could introduce. Will Apple be able to thoroughly assess those chips to completely rule out the possibility of trojan horses, backdoors, and hidden functionality such as dead man switches?” asked Flavio Villanustre, CISO for the LexisNexis Risk Solutions Group. “If Apple says that they will do, to what degree of certainty? There have been rumors about hidden backdoors in chips before, such as Supermicro in 2018, ESP32 microcontroller hidden functionality in 2025, and Microsemi backdoor in 2012, to name a few.” On the naughty list? This issue gets complicated based on what the US government ultimately does. The two Chinese manufacturers figure on the Pentagon’s so-called 1260H list of “entities identified as Chinese Military Companies,” which also includes Chinese internet giants Alibaba, Baidu, and Tencent; router maker TP-Link Technologies; and drone maker DJI. Being on that list has no real consequences for the companies concerned, but the government could move them to the Department of Commerce’s Entity List, subjecting them to export licensing requirements, or make them the subject of a Section 889 clause, barring them from government procurement deals. That could sharply change the dynamics for Apple and other technology vendors seeking cheaper RAM supplies — and for their customers.

Read More »

Cloud sovereignty: First four providers sign up to CISPE certification program

“Public bodies, hospitals and industrial operators are today seeking concrete guarantees of digital sovereignty. The CISPE Sovereignty Badge provides that guarantee. It is a natural complement to European standards such as Gaia-X Level 3, strengthening transparency, compliance and digital trust. It is this ability to provide concrete proof, beyond rhetoric, that underpins genuine European digital autonomy.” said Antoine Fournier, CEO of Thésée Datacenter The EU is keen to guard against ‘sovereignty washing’ — claims by foreign-owned cloud providers that they meet local control criteria. Last month, CISPE warned about Broadcom’s claim it complied with EU conditions. It probably won’t be the last to make such claims.

Read More »

The UK’s generational tobacco ban might not work. I’m supporting it anyway.

EXECUTIVE SUMMARY As the parent of two little girls, I often think about how their childhood is different from mine. The seven-year-old is learning about AI at school. The five-year-old is given internet-based homework every week. And they are both absolutely repulsed by the idea of smoking. That was not the prevailing sentiment when I was young. My parents smoked. The customers at our family’s restaurant smoked. Cartoon characters smoked. My friends and I would buy little cigarette-box-shaped packets of sugary white sticks and pretend to smoke in the playground. Smoking was a central part of our culture. Which is why the UK’s recent passing of a generational sales ban on tobacco products feels like such a big deal. As part of the Tobacco and Vapes Act 2026, retailers are prohibited from selling tobacco products to anyone born after January 1, 2009, in perpetuity. It doesn’t matter when those people turn 18—or 38 or 68, for that matter. It will always be illegal to sell to anyone born after that date. This is what’s described as an “endgame” approach. While many tobacco control strategies—such as taxation or gory imagery—aim to reduce consumption, policies like the UK’s are designed to eliminate it entirely. It’s a new approach, and no one knows whether it will work.
The Maldives was the first country to implement a generational smoking ban, in November last year. It’s too soon to say how that has panned out. Nor do we know if these laws will even last. In 2022, New Zealand passed a similar generational sales ban as part of a broader anti-smoking law. But it was never enacted—the law was repealed by a new government in February 2024.
In the UK, both major parties support the ban. But Nigel Farage, whose right-wing party has seen a recent surge in support, has promised that “the generational smoking ban will not last long if Reform gets the chance to start rebuilding our mismanaged country.” Chris Bostic, an attorney and former policy director for the advocacy group Action on Smoking and Health, says he and his colleagues began promoting the idea of a generational ban in the United States 11 years ago. Back then, they struggled to win support, even from major health charities. “People said we were crazy … [and] that this was impossible,” he says. Opponents argued that bans would infringe on personal freedoms. “The public health argument is: Well, what about freedom from addiction?” says Britta Matthes, a tobacco control researcher at the University of Bath in the UK. Most people who smoke began when they were teenagers, want to quit, and wish they’d never started. Tobacco is arguably the most harmful consumer product of all time. It will kill half its users who don’t quit, according to the World Health Organization. It also kills people who don’t smoke. Of the 7 million who die from tobacco every year, 1.6 million are nonsmokers who were exposed to secondhand smoke, according to the WHO. Generational sales bans are a long-term strategy that will only protect future smokers. Most experts agree that people who already smoke should be a main consideration for any policy, and that a multipronged approach is probably the best way to go. Janet Hoek at the University of Otago, who has explored tobacco control policies in New Zealand, believes that enforcing very low limits on nicotine levels and banning filters—an environmental scourge that does not make smoking safer, as many people believe—might be a “powerful combination,” for example. But preventing teenagers from starting to smoke in the first place is an enticing prospect, even among the majority of people who smoke. And it’s starting to look a lot less radical. The US has quietly been making progress on a smaller scale. Since 2021, Brookline, a town in the Boston area, has banned the sale of tobacco products to anyone born after January 1, 2000. The idea has spread. Today there are 23 towns in Massachusetts with similar bans, says Bostic. Nine towns across Minnesota, New York, and California have implemented other endgame policies. The UK law has normalized the idea more than ever, he adds. His colleagues are already fielding calls from health agencies around the world. “People [are] saying, Wow I can’t believe the UK just did this—can we do this here?” he says. Norms change. Like many other millennials, I vividly remember my first night out after a ban on indoor smoking took effect. My clothes didn’t stink! My hair still felt clean! And my throat wasn’t scratchy the next morning! Now that’s just normal. I hope a tobacco-free world can be the new normal for my kids.

Read More »

Secretary Wright Applauds End of New Federal Wind and Solar Subsidies

WASHINGTON—U.S. Secretary of Energy Chris Wright today released the following statement regarding the Working Families Tax Cut July 4, 2026 deadline ending federal tax credit subsidies for new wind and solar projects not currently under construction. For more than three decades, the federal government has subsidized wind and solar energy generation. In 2025, wind and solar accounted for approximately three percent of total U.S. primary energy consumption. “I’m thrilled to report that after about 35 years, on July 4th, we will end the subsidies for wind and solar, thanks to the Working Families Tax Cut. “Wind and solar take a lot of land, 100 times more land for a similar amount of energy. They take an enormous amount of materials, energy intensive materials like steel and cement and polysilicon. “They take an enormous amount of additional transmission lines to connect their large land, far flung production back to where there’s demand centers. “And what do we get for all that is a relatively small amount of low value energy. It’s low value because the wind doesn’t always blow and the sun doesn’t always shine. “So they drive up the system costs and increase Americans’ electricity prices. “Enough of raising electricity prices. We’re going to drive them down. Thank you.” ###

Read More »

Trump Administration Moves to Permanently End Green New Scam Appliance Mandates

WASHINGTON—U.S. Secretary of Energy Chris Wright today announced the Department of Energy (DOE) has issued a Notice of Proposed Rulemaking to permanently end home appliance and equipment mandates that raise costs and disrupt consumer choice. The proposal will update the Department’s Process Rule used to establish energy conservation standards for household appliances and equipment, including air conditioning units, gas stoves, washing and drying machines, water heaters, refrigerators, and other products Americans rely on every day. In accordance with President Donald Trump’s Executive Order, “Unleashing Prosperity through Deregulation,” the proposal will preserve consumer choice and lower costs.  “In America, you should be able to choose a dryer that dries clothes on the first try rather than one that takes multiple cycles—unfortunately, past administrations thought otherwise,” Secretary Wright said. “For too long, the American people paid the price for mandates that restricted consumer choice and drove up costs. President Trump promised to end thisnonsense and that is exactly what we are doing. This proposed rule will preserve the American people’s ability to choose home appliances and equipment that actually work — at prices they can afford. It’s called common sense.”  “From day one, the Trump Administration has offered relief to consumers, businesses, and industries through bold deregulatory action,” said Assistant Secretary of Energy (EERE) Audrey Robertson. “This proposal is about the future. It will ensure that new regulations promote affordability, preserve consumer choice, and meet the highest standards for transparency and due diligence.”   For further details, read the full text of the Notice of Proposed Rulemaking. Comments will be accepted for 30 days after publication in the Federal Register.  DOE also issued a Request for Information seeking public input on the methodologies used in developing energy conservation standards for covered products and equipment. Comments will be accepted for 60 days after

Read More »

Energy Dominance Financing Office Celebrates One Year Since Passage of the Working Families Tax Cuts Act

WASHINGTON—The U.S. Department of Energy’s (DOE) Office of Energy Dominance Financing (EDF) celebrates the one-year anniversary of President Trump’s historic Working Families Tax Cuts. Made possible by the Working Families Tax Cuts, EDF has tallied several vital wins to rebuild supply chains, lower household energy bills, and strengthen U.S. energy and industrial leadership. The Working Families Tax Cuts expanded the scope of EDF’s more than $250 billion available loan authority to support reliable and affordable energy-related investments through the revamped and renamed Energy Dominance Financing Program (EDFP). “The prior administration had policies that undermined our grid with intermittent and expensive technologies that didn’t deliver the affordable, reliable and secure energy that Americans need,” EDF Director Gregory A. Beard said. “The Working Families Tax Cuts empowered the nation with a common-sense approach to increasing the nation’s energy supply through ensuring baseload power goes to a secure and reliable grid, securing critical mineral supply chains, winning the global AI race and launching the American nuclear renaissance.” EDF is working to rapidly implement and deploy the EDFP. Over the past year, these accomplishments include: Financing America’s nuclear renaissance EDF has financed nuclear restarts and reestablished domestic manufacturing capabilities central to the Administration’s goal of reinvigorating the U.S. nuclear industrial base. As part of a national nuclear renaissance strategy, EDF recently announced a $17.5 billion conditional loan to finance long-lead time items needed to rebuild America’s commercial nuclear supply chain. This investment will accelerate the deployment of 10 large-scale commercial nuclear reactors across the United States by up to three years. The project marks a major step toward advancing President Trump’s Executive Order, Reinvigorating the Nuclear Industrial Base, by supporting the objective of having 10 new large nuclear reactors with complete designs under construction by 2030, representing over 11 GW of secure, reliable generation. EDF

Read More »

Cheap Chinese chips could offer way out of RAM price crisis, Apple suggests

Beyond the potential political ramifications, any deal would have immediate implications for enterprise IT buyers. “CIOs should focus on the risk that this strategy could introduce. Will Apple be able to thoroughly assess those chips to completely rule out the possibility of trojan horses, backdoors, and hidden functionality such as dead man switches?” asked Flavio Villanustre, CISO for the LexisNexis Risk Solutions Group. “If Apple says that they will do, to what degree of certainty? There have been rumors about hidden backdoors in chips before, such as Supermicro in 2018, ESP32 microcontroller hidden functionality in 2025, and Microsemi backdoor in 2012, to name a few.” On the naughty list? This issue gets complicated based on what the US government ultimately does. The two Chinese manufacturers figure on the Pentagon’s so-called 1260H list of “entities identified as Chinese Military Companies,” which also includes Chinese internet giants Alibaba, Baidu, and Tencent; router maker TP-Link Technologies; and drone maker DJI. Being on that list has no real consequences for the companies concerned, but the government could move them to the Department of Commerce’s Entity List, subjecting them to export licensing requirements, or make them the subject of a Section 889 clause, barring them from government procurement deals. That could sharply change the dynamics for Apple and other technology vendors seeking cheaper RAM supplies — and for their customers.

Read More »

ICYMI: Upstream M&A slows on pricing gaps while deal appetite holds

Despite a slowdown in headline deal values this spring, upstream mergers and acquisitions remain active beneath the surface. In this ICYMI episode of the Oil & Gas Journal ReEnterprised podcast, Mikaila Adams, managing editor, examines data from Enverus and Rystad Energy detailing international and North American upstream deal markets in 2025 and into 2026. The discussion explores how pricing uncertainty widened the gap between buyers and sellers, creating a temporary pause rather than a collapse in market activity. The episode also looks at where capital continues to flow and what those trends reveal about the industry’s direction. From North American consolidation led by the Devon Energy–Coterra Energy merger to continued interest in gas-weighted assets tied to Gulf Coast LNG exports, the analysis highlights the forces shaping today’s upstream M&A landscape. It also considers the likelihood of additional divestitures, private equity activity, and asset sales as companies refine their portfolios, pointing to continued dealmaking momentum even in a more volatile market. References Devon, Coterra joining forces to create 1.6 million boe/d shale titan https://www.ogj.com/general-interest/companies/news/55354563/devon-coterra-joining-forces-to-create-16-million-boe-d-shale-titan Ovintiv to divest Anadarko assets for $3 billion https://www.ogj.com/general-interest/companies/news/55358241/ovintiv-to-divest-anadarko-assets-for-3-billion Insights: Vaca Muerta’s scale, productivity—and why it has more to give https://www.ogj.com/home/podcast/55370296/insights-vaca-muertas-scale-productivityand-why-it-has-more-to-give Mitsubishi to enter US shale gas business through Haynesville asset acquisition https://www.ogj.com/general-interest/companies/news/55344199/mitsubishi-to-enter-us-shale-gas-business-through-haynesville-shale-acquisition Shell to expand Canadian operations with $16.4-billion acquisition of ARC Resources https://www.ogj.com/general-interest/companies/news/55373597/shell-to-expand-canadian-operations-with-164-billion-acquisition-of-arc-resources US upstream M&A hits $38 billion in 1Q26 before volatility temporarily pauses the market https://www.enverus.com/newsroom/u-s-upstream-ma-hits-38-billion-in-1q26-before-volatility-temporarily-pauses-the-market/ International upstream M&A stuck at historic low https://www.enverus.com/newsroom/international-upstream-ma-stuck-at-historic-low/ Upstream deal value falls 83% as oil price uncertainty widens the buyer-seller gap https://www.rystadenergy.com/insights/upstream-deal-value-falls Iran war impact on global oil markets https://www.ogj.com/IranWar

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JPMorgan conference notes: COO says EOG will ‘continue to be explorationist’

When Gaspar announced the $22 billion deal for Coterra in February, investors and analysts quickly began to question the future of the Marcellus assets that had been under Coterra’s umbrella. Activist investor Kimmeridge had been calling for Coterra’s board to divest that asset and focus on the Delaware, a push that has since landed on Gaspar’s desk and one the executive has repeatedly said will be addressed via a broader review of the enlarged Devon’s holdings. Several times during his chat with Jayaram, Gaspar touted Devon’s prowess in the Delaware—adding Coterra’s operations has grown its footprint there to nearly 750,000 acres—and delineated the review process as covering three main points. What’s the value of the various assets on their own? What’s the market for them and who might the strategic and financial buyers be? (Here, Gaspar specifically mentioned asset-backed securitization (ABS) money “that’s really entered the space.”) And thirdly, and “very fundamentally important,” how complementary are the individual business units to each other? Could discerning observers interpret the latter as suggesting that the Marcellus assets are indeed the odd duck in the group, as Kimmeridge has said? (See the map above.) And is the ABS reference more than a winking acknowledgment of a Reuters report a month ago that money manager Stone Ridge Asset Management had bid $8 billion for the Marcellus division using securitization as a big financial lever? Gaspar didn’t elaborate and Jayaram didn’t press the issue. But Gaspar emphasized that clarity around the review isn’t far away: “We’ve telegraphed this is more of a months exercise, not a years exercise. […] The view with which we are approaching this, we are aggressive. We will be mindful of how do we take this moment in time to create more value for the shareholders.”

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E&P companies remain cautious on capex, latest Dallas Fed survey shows

Enduring policy uncertainty means players are primarily reacting to price and focusing more on the short term, which showed in the Fed’s questions about capex. More than 51% of E&P executives said they are ramping up spending this quarter, an increase of nearly 12 points from Q1, while only 8% are pulling back. But asked about pushing on from there and increasing capex next year, 10% said they will do so and 80% said they’ll not change their budget in 2027. “It is going to take more time to assess to what degree the energy business and markets are permanently reordered,” one E&P executive said. “We certainly have learned that it doesn’t matter how much crude you can produce; it is meaningless if you can’t get it to your customer in the normal course of business.” Asked about where they think prices are headed, the industry players see West Texas Intermediate (WTI) oil averaging of $81/bbl at the end of this year and generally staying in that range for the next 5 years. (The price of a barrel of WTI averaged about $87 while the Fed’s survey was in the field and has since fallen to roughly $70.) Respondents expect the Henry Hub natural gas price, which averaged $3.15/MMbtu during the survey period, to be $3.36/MMbtu by year’s end and $3.75/MMbtu 2 years from now. Those numbers are down from the forecasts of 3 months ago. For more information from the Fed’s report, click here.

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FERC approves Southgate Amendment construction

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Viva Energy restarting major unit at Geelong refinery following April fire

Viva Energy Group Ltd. has initiated restart of a major processing unit taken offline in the wake of a mid-April fire at the gasoline complex of the operator’s 120,000-b/d Geelong refinery in Victoria, Australia. With works to restart the refinery’s residue catalytic cracking unit (RCCU) completed as of June 23, the RCCU and unidentified associated units are gradually returning to operation, with production anticipated to soon return to more than 90% of normal capacity, Viva Energy said. Restart of the RCCU restores the Geelong refinery’s ability to increase finished product yields and improve refining margin by enabling a greater proportion of lower-value intermediate products to be converted into higher-value finished products, according to the operator. Geelong’s alkylation unit, however, remains offline and isolated from other refining operations as an assessment of options to repair or replace the unit continues, the company said. Based on the current evaluation of damages the alkylation unit sustained during the April 15 fire, Viva Energy said it expects the Geelong refinery to operate without alkylation capacity throughout 2027, limiting the site’s capacity to convert by-product LPG from other refinery processes into gasoline during the outage period. Viva Energy confirmed an investigation into the cause of the fire remains underway as the company continues to work with insurers regarding property damage and business interruption stemming from the incident. Preliminary information from the ongoing investigation suggests the fire resulted from a failure occurring inside one of the alkylation unit’s section of piping, which caused a release of fuel that subsequently ignited, the operator said. The refinery’s crude distillation units and reformer continued to operate in the wake of the April fire, with Viva Energy confirming sufficient fuel inventories already on hand at the time of the incident to maintain normal fuel supplies to refinery customers during production

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Cenovus Energy lets contract for White Rose field development

Cenovus Energy Inc. has let a 5-year agreement to Aker Solutions ASA for engineering and maintenance services on White Rose field assets about 350 km east of St. John’s, Newfoundland and Labrador, Canada, on the eastern edge of Jeanne d’Arc basin. Aker Solutions’ scope of work under the contract covers comprehensive engineering, maintenance, and operations support for the new West White Rose platform as well as the SeaRose Floating Production Storage and Offloading (FPSO) vessel. This lastest contract follows Aker Solutions’s delivery of previous offshore engineering services to the White Rose field since 2005, which has included concrete gravity structure (CGS) tow-out and installation, onshore commissioning, and offshore hookup and commissioning for the new West White Rose platform scheduled to start production in 2026. The West White Rose project will be developed through a fixed drilling platform consisting of the CGS and an integrated topsides module tied back to the SeaRose FPSO. The project will access additional resources of 200 million bbl of light crude oil to the west of the field to extend the life of White Rose by 14 years. Aker Solutions has also been delivering engineering, procurement, and construction management (EPCM) services to the SeaRose FPSO since 2005, including onshore engineering, procurement, and work preparation for the FSPO’s recent life extension drydock (LED) campaign in 2024. Cenovus is operator and majority owner of White Rose field and satellite extensions.

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AI means the end of internet search as we’ve known it

We all know what it means, colloquially, to google something. You pop a few relevant words in a search box and in return get a list of blue links to the most relevant results. Maybe some quick explanations up top. Maybe some maps or sports scores or a video. But fundamentally, it’s just fetching information that’s already out there on the internet and showing it to you, in some sort of structured way.  But all that is up for grabs. We are at a new inflection point. The biggest change to the way search engines have delivered information to us since the 1990s is happening right now. No more keyword searching. No more sorting through links to click. Instead, we’re entering an era of conversational search. Which means instead of keywords, you use real questions, expressed in natural language. And instead of links, you’ll increasingly be met with answers, written by generative AI and based on live information from all across the internet, delivered the same way.  Of course, Google—the company that has defined search for the past 25 years—is trying to be out front on this. In May of 2023, it began testing AI-generated responses to search queries, using its large language model (LLM) to deliver the kinds of answers you might expect from an expert source or trusted friend. It calls these AI Overviews. Google CEO Sundar Pichai described this to MIT Technology Review as “one of the most positive changes we’ve done to search in a long, long time.”
AI Overviews fundamentally change the kinds of queries Google can address. You can now ask it things like “I’m going to Japan for one week next month. I’ll be staying in Tokyo but would like to take some day trips. Are there any festivals happening nearby? How will the surfing be in Kamakura? Are there any good bands playing?” And you’ll get an answer—not just a link to Reddit, but a built-out answer with current results.  More to the point, you can attempt searches that were once pretty much impossible, and get the right answer. You don’t have to be able to articulate what, precisely, you are looking for. You can describe what the bird in your yard looks like, or what the issue seems to be with your refrigerator, or that weird noise your car is making, and get an almost human explanation put together from sources previously siloed across the internet. It’s amazing, and once you start searching that way, it’s addictive.
And it’s not just Google. OpenAI’s ChatGPT now has access to the web, making it far better at finding up-to-date answers to your queries. Microsoft released generative search results for Bing in September. Meta has its own version. The startup Perplexity was doing the same, but with a “move fast, break things” ethos. Literal trillions of dollars are at stake in the outcome as these players jockey to become the next go-to source for information retrieval—the next Google. Not everyone is excited for the change. Publishers are completely freaked out. The shift has heightened fears of a “zero-click” future, where search referral traffic—a mainstay of the web since before Google existed—vanishes from the scene.  I got a vision of that future last June, when I got a push alert from the Perplexity app on my phone. Perplexity is a startup trying to reinvent web search. But in addition to delivering deep answers to queries, it will create entire articles about the news of the day, cobbled together by AI from different sources.  On that day, it pushed me a story about a new drone company from Eric Schmidt. I recognized the story. Forbes had reported it exclusively, earlier in the week, but it had been locked behind a paywall. The image on Perplexity’s story looked identical to one from Forbes. The language and structure were quite similar. It was effectively the same story, but freely available to anyone on the internet. I texted a friend who had edited the original story to ask if Forbes had a deal with the startup to republish its content. But there was no deal. He was shocked and furious and, well, perplexed. He wasn’t alone. Forbes, the New York Times, and Condé Nast have now all sent the company cease-and-desist orders. News Corp is suing for damages.  People are worried about what these new LLM-powered results will mean for our fundamental shared reality. It could spell the end of the canonical answer. It was precisely the nightmare scenario publishers have been so afraid of: The AI was hoovering up their premium content, repackaging it, and promoting it to its audience in a way that didn’t really leave any reason to click through to the original. In fact, on Perplexity’s About page, the first reason it lists to choose the search engine is “Skip the links.” But this isn’t just about publishers (or my own self-interest).  People are also worried about what these new LLM-powered results will mean for our fundamental shared reality. Language models have a tendency to make stuff up—they can hallucinate nonsense. Moreover, generative AI can serve up an entirely new answer to the same question every time, or provide different answers to different people on the basis of what it knows about them. It could spell the end of the canonical answer. But make no mistake: This is the future of search. Try it for a bit yourself, and you’ll see. 

Sure, we will always want to use search engines to navigate the web and to discover new and interesting sources of information. But the links out are taking a back seat. The way AI can put together a well-reasoned answer to just about any kind of question, drawing on real-time data from across the web, just offers a better experience. That is especially true compared with what web search has become in recent years. If it’s not exactly broken (data shows more people are searching with Google more often than ever before), it’s at the very least increasingly cluttered and daunting to navigate.  Who wants to have to speak the language of search engines to find what you need? Who wants to navigate links when you can have straight answers? And maybe: Who wants to have to learn when you can just know?  In the beginning there was Archie. It was the first real internet search engine, and it crawled files previously hidden in the darkness of remote servers. It didn’t tell you what was in those files—just their names. It didn’t preview images; it didn’t have a hierarchy of results, or even much of an interface. But it was a start. And it was pretty good.  Then Tim Berners-Lee created the World Wide Web, and all manner of web pages sprang forth. The Mosaic home page and the Internet Movie Database and Geocities and the Hampster Dance and web rings and Salon and eBay and CNN and federal government sites and some guy’s home page in Turkey. Until finally, there was too much web to even know where to start. We really needed a better way to navigate our way around, to actually find the things we needed.  And so in 1994 Jerry Yang created Yahoo, a hierarchical directory of websites. It quickly became the home page for millions of people. And it was … well, it was okay. TBH, and with the benefit of hindsight, I think we all thought it was much better back then than it actually was. But the web continued to grow and sprawl and expand, every day bringing more information online. Rather than just a list of sites by category, we needed something that actually looked at all that content and indexed it. By the late ’90s that meant choosing from a variety of search engines: AltaVista and AlltheWeb and WebCrawler and HotBot. And they were good—a huge improvement. At least at first.   But alongside the rise of search engines came the first attempts to exploit their ability to deliver traffic. Precious, valuable traffic, which web publishers rely on to sell ads and retailers use to get eyeballs on their goods. Sometimes this meant stuffing pages with keywords or nonsense text designed purely to push pages higher up in search results. It got pretty bad. 
And then came Google. It’s hard to overstate how revolutionary Google was when it launched in 1998. Rather than just scanning the content, it also looked at the sources linking to a website, which helped evaluate its relevance. To oversimplify: The more something was cited elsewhere, the more reliable Google considered it, and the higher it would appear in results. This breakthrough made Google radically better at retrieving relevant results than anything that had come before. It was amazing.  Google CEO Sundar Pichai describes AI Overviews as “one of the most positive changes we’ve done to search in a long, long time.”JENS GYARMATY/LAIF/REDUX For 25 years, Google dominated search. Google was search, for most people. (The extent of that domination is currently the subject of multiple legal probes in the United States and the European Union.)  
But Google has long been moving away from simply serving up a series of blue links, notes Pandu Nayak, Google’s chief scientist for search.  “It’s not just so-called web results, but there are images and videos, and special things for news. There have been direct answers, dictionary answers, sports, answers that come with Knowledge Graph, things like featured snippets,” he says, rattling off a litany of Google’s steps over the years to answer questions more directly.  It’s true: Google has evolved over time, becoming more and more of an answer portal. It has added tools that allow people to just get an answer—the live score to a game, the hours a café is open, or a snippet from the FDA’s website—rather than being pointed to a website where the answer may be.  But once you’ve used AI Overviews a bit, you realize they are different.  Take featured snippets, the passages Google sometimes chooses to highlight and show atop the results themselves. Those words are quoted directly from an original source. The same is true of knowledge panels, which are generated from information stored in a range of public databases and Google’s Knowledge Graph, its database of trillions of facts about the world. While these can be inaccurate, the information source is knowable (and fixable). It’s in a database. You can look it up. Not anymore: AI Overviews can be entirely new every time, generated on the fly by a language model’s predictive text combined with an index of the web. 
“I think it’s an exciting moment where we have obviously indexed the world. We built deep understanding on top of it with Knowledge Graph. We’ve been using LLMs and generative AI to improve our understanding of all that,” Pichai told MIT Technology Review. “But now we are able to generate and compose with that.” The result feels less like a querying a database than like asking a very smart, well-read friend. (With the caveat that the friend will sometimes make things up if she does not know the answer.)  “[The company’s] mission is organizing the world’s information,” Liz Reid, Google’s head of search, tells me from its headquarters in Mountain View, California. “But actually, for a while what we did was organize web pages. Which is not really the same thing as organizing the world’s information or making it truly useful and accessible to you.”  That second concept—accessibility—is what Google is really keying in on with AI Overviews. It’s a sentiment I hear echoed repeatedly while talking to Google execs: They can address more complicated types of queries more efficiently by bringing in a language model to help supply the answers. And they can do it in natural language. 
That will become even more important for a future where search goes beyond text queries. For example, Google Lens, which lets people take a picture or upload an image to find out more about something, uses AI-generated answers to tell you what you may be looking at. Google has even showed off the ability to query live video.  When it doesn’t have an answer, an AI model can confidently spew back a response anyway. For Google, this could be a real problem. For the rest of us, it could actually be dangerous. “We are definitely at the start of a journey where people are going to be able to ask, and get answered, much more complex questions than where we’ve been in the past decade,” says Pichai.  There are some real hazards here. First and foremost: Large language models will lie to you. They hallucinate. They get shit wrong. When it doesn’t have an answer, an AI model can blithely and confidently spew back a response anyway. For Google, which has built its reputation over the past 20 years on reliability, this could be a real problem. For the rest of us, it could actually be dangerous. In May 2024, AI Overviews were rolled out to everyone in the US. Things didn’t go well. Google, long the world’s reference desk, told people to eat rocks and to put glue on their pizza. These answers were mostly in response to what the company calls adversarial queries—those designed to trip it up. But still. It didn’t look good. The company quickly went to work fixing the problems—for example, by deprecating so-called user-generated content from sites like Reddit, where some of the weirder answers had come from. Yet while its errors telling people to eat rocks got all the attention, the more pernicious danger might arise when it gets something less obviously wrong. For example, in doing research for this article, I asked Google when MIT Technology Review went online. It helpfully responded that “MIT Technology Review launched its online presence in late 2022.” This was clearly wrong to me, but for someone completely unfamiliar with the publication, would the error leap out?  I came across several examples like this, both in Google and in OpenAI’s ChatGPT search. Stuff that’s just far enough off the mark not to be immediately seen as wrong. Google is banking that it can continue to improve these results over time by relying on what it knows about quality sources. “When we produce AI Overviews,” says Nayak, “we look for corroborating information from the search results, and the search results themselves are designed to be from these reliable sources whenever possible. These are some of the mechanisms we have in place that assure that if you just consume the AI Overview, and you don’t want to look further … we hope that you will still get a reliable, trustworthy answer.” In the case above, the 2022 answer seemingly came from a reliable source—a story about MIT Technology Review’s email newsletters, which launched in 2022. But the machine fundamentally misunderstood. This is one of the reasons Google uses human beings—raters—to evaluate the results it delivers for accuracy. Ratings don’t correct or control individual AI Overviews; rather, they help train the model to build better answers. But human raters can be fallible. Google is working on that too.  “Raters who look at your experiments may not notice the hallucination because it feels sort of natural,” says Nayak. “And so you have to really work at the evaluation setup to make sure that when there is a hallucination, someone’s able to point out and say, That’s a problem.” The new search Google has rolled out its AI Overviews to upwards of a billion people in more than 100 countries, but it is facing upstarts with new ideas about how search should work. Search Engine GoogleThe search giant has added AI Overviews to search results. These overviews take information from around the web and Google’s Knowledge Graph and use the company’s Gemini language model to create answers to search queries. What it’s good at Google’s AI Overviews are great at giving an easily digestible summary in response to even the most complex queries, with sourcing boxes adjacent to the answers. Among the major options, its deep web index feels the most “internety.” But web publishers fear its summaries will give people little reason to click through to the source material. PerplexityPerplexity is a conversational search engine that uses third-party largelanguage models from OpenAI and Anthropic to answer queries. Perplexity is fantastic at putting together deeper dives in response to user queries, producing answers that are like mini white papers on complex topics. It’s also excellent at summing up current events. But it has gotten a bad rep with publishers, who say it plays fast and loose with their content. ChatGPTWhile Google brought AI to search, OpenAI brought search to ChatGPT. Queries that the model determines will benefit from a web search automatically trigger one, or users can manually select the option to add a web search. Thanks to its ability to preserve context across a conversation, ChatGPT works well for performing searches that benefit from follow-up questions—like planning a vacation through multiple search sessions. OpenAI says users sometimes go “20 turns deep” in researching queries. Of these three, it makes links out to publishers least prominent. When I talked to Pichai about this, he expressed optimism about the company’s ability to maintain accuracy even with the LLM generating responses. That’s because AI Overviews is based on Google’s flagship large language model, Gemini, but also draws from Knowledge Graph and what it considers reputable sources around the web.  “You’re always dealing in percentages. What we have done is deliver it at, like, what I would call a few nines of trust and factuality and quality. I’d say 99-point-few-nines. I think that’s the bar we operate at, and it is true with AI Overviews too,” he says. “And so the question is, are we able to do this again at scale? And I think we are.” There’s another hazard as well, though, which is that people ask Google all sorts of weird things. If you want to know someone’s darkest secrets, look at their search history. Sometimes the things people ask Google about are extremely dark. Sometimes they are illegal. Google doesn’t just have to be able to deploy its AI Overviews when an answer can be helpful; it has to be extremely careful not to deploy them when an answer may be harmful.  “If you go and say ‘How do I build a bomb?’ it’s fine that there are web results. It’s the open web. You can access anything,” Reid says. “But we do not need to have an AI Overview that tells you how to build a bomb, right? We just don’t think that’s worth it.”  But perhaps the greatest hazard—or biggest unknown—is for anyone downstream of a Google search. Take publishers, who for decades now have relied on search queries to send people their way. What reason will people have to click through to the original source, if all the information they seek is right there in the search result?   Rand Fishkin, cofounder of the market research firm SparkToro, publishes research on so-called zero-click searches. As Google has moved increasingly into the answer business, the proportion of searches that end without a click has gone up and up. His sense is that AI Overviews are going to explode this trend.   “If you are reliant on Google for traffic, and that traffic is what drove your business forward, you are in long- and short-term trouble,” he says.  Don’t panic, is Pichai’s message. He argues that even in the age of AI Overviews, people will still want to click through and go deeper for many types of searches. “The underlying principle is people are coming looking for information. They’re not looking for Google always to just answer,” he says. “Sometimes yes, but the vast majority of the times, you’re looking at it as a jumping-off point.”  Reid, meanwhile, argues that because AI Overviews allow people to ask more complicated questions and drill down further into what they want, they could even be helpful to some types of publishers and small businesses, especially those operating in the niches: “You essentially reach new audiences, because people can now express what they want more specifically, and so somebody who specializes doesn’t have to rank for the generic query.”  “I’m going to start with something risky,” Nick Turley tells me from the confines of a Zoom window. Turley is the head of product for ChatGPT, and he’s showing off OpenAI’s new web search tool a few weeks before it launches. “I should normally try this beforehand, but I’m just gonna search for you,” he says. “This is always a high-risk demo to do, because people tend to be particular about what is said about them on the internet.”  He types my name into a search field, and the prototype search engine spits back a few sentences, almost like a speaker bio. It correctly identifies me and my current role. It even highlights a particular story I wrote years ago that was probably my best known. In short, it’s the right answer. Phew?  A few weeks after our call, OpenAI incorporated search into ChatGPT, supplementing answers from its language model with information from across the web. If the model thinks a response would benefit from up-to-date information, it will automatically run a web search (OpenAI won’t say who its search partners are) and incorporate those responses into its answer, with links out if you want to learn more. You can also opt to manually force it to search the web if it does not do so on its own. OpenAI won’t reveal how many people are using its web search, but it says some 250 million people use ChatGPT weekly, all of whom are potentially exposed to it.   “There’s an incredible amount of content on the web. There are a lot of things happening in real time. You want ChatGPT to be able to use that to improve its answers and to be a better super-assistant for you.” Kevin Weil, chief product officer, OpenAI According to Fishkin, these newer forms of AI-assisted search aren’t yet challenging Google’s search dominance. “It does not appear to be cannibalizing classic forms of web search,” he says.  OpenAI insists it’s not really trying to compete on search—although frankly this seems to me like a bit of expectation setting. Rather, it says, web search is mostly a means to get more current information than the data in its training models, which tend to have specific cutoff dates that are often months, or even a year or more, in the past. As a result, while ChatGPT may be great at explaining how a West Coast offense works, it has long been useless at telling you what the latest 49ers score is. No more.  “I come at it from the perspective of ‘How can we make ChatGPT able to answer every question that you have? How can we make it more useful to you on a daily basis?’ And that’s where search comes in for us,” Kevin Weil, the chief product officer with OpenAI, tells me. “There’s an incredible amount of content on the web. There are a lot of things happening in real time. You want ChatGPT to be able to use that to improve its answers and to be able to be a better super-assistant for you.” Today ChatGPT is able to generate responses for very current news events, as well as near-real-time information on things like stock prices. And while ChatGPT’s interface has long been, well, boring, search results bring in all sorts of multimedia—images, graphs, even video. It’s a very different experience.  Weil also argues that ChatGPT has more freedom to innovate and go its own way than competitors like Google—even more than its partner Microsoft does with Bing. Both of those are ad-dependent businesses. OpenAI is not. (At least not yet.) It earns revenue from the developers, businesses, and individuals who use it directly. It’s mostly setting large amounts of money on fire right now—it’s projected to lose $14 billion in 2026, by some reports. But one thing it doesn’t have to worry about is putting ads in its search results as Google does.  “For a while what we did was organize web pages. Which is not really the same thing as organizing the world’s information or making it truly useful and accessible to you,” says Google head of search, Liz Reid.WINNI WINTERMEYER/REDUX Like Google, ChatGPT is pulling in information from web publishers, summarizing it, and including it in its answers. But it has also struck financial deals with publishers, a payment for providing the information that gets rolled into its results. (MIT Technology Review has been in discussions with OpenAI, Google, Perplexity, and others about publisher deals but has not entered into any agreements. Editorial was neither party to nor informed about the content of those discussions.) But the thing is, for web search to accomplish what OpenAI wants—to be more current than the language model—it also has to bring in information from all sorts of publishers and sources that it doesn’t have deals with. OpenAI’s head of media partnerships, Varun Shetty, told MIT Technology Review that it won’t give preferential treatment to its publishing partners. Instead, OpenAI told me, the model itself finds the most trustworthy and useful source for any given question. And that can get weird too. In that very first example it showed me—when Turley ran that name search—it described a story I wrote years ago for Wired about being hacked. That story remains one of the most widely read I’ve ever written. But ChatGPT didn’t link to it. It linked to a short rewrite from The Verge. Admittedly, this was on a prototype version of search, which was, as Turley said, “risky.”  When I asked him about it, he couldn’t really explain why the model chose the sources that it did, because the model itself makes that evaluation. The company helps steer it by identifying—sometimes with the help of users—what it considers better answers, but the model actually selects them.  “And in many cases, it gets it wrong, which is why we have work to do,” said Turley. “Having a model in the loop is a very, very different mechanism than how a search engine worked in the past.” Indeed!  The model, whether it’s OpenAI’s GPT-4o or Google’s Gemini or Anthropic’s Claude, can be very, very good at explaining things. But the rationale behind its explanations, its reasons for selecting a particular source, and even the language it may use in an answer are all pretty mysterious. Sure, a model can explain very many things, but not when that comes to its own answers.  It was almost a decade ago, in 2016, when Pichai wrote that Google was moving from “mobile first” to “AI first”: “But in the next 10 years, we will shift to a world that is AI-first, a world where computing becomes universally available—be it at home, at work, in the car, or on the go—and interacting with all of these surfaces becomes much more natural and intuitive, and above all, more intelligent.”  We’re there now—sort of. And it’s a weird place to be. It’s going to get weirder. That’s especially true as these things we now think of as distinct—querying a search engine, prompting a model, looking for a photo we’ve taken, deciding what we want to read or watch or hear, asking for a photo we wish we’d taken, and didn’t, but would still like to see—begin to merge.  The search results we see from generative AI are best understood as a waypoint rather than a destination. What’s most important may not be search in itself; rather, it’s that search has given AI model developers a path to incorporating real-time information into their inputs and outputs. And that opens up all sorts of possibilities. “A ChatGPT that can understand and access the web won’t just be about summarizing results. It might be about doing things for you. And I think there’s a fairly exciting future there,” says OpenAI’s Weil. “You can imagine having the model book you a flight, or order DoorDash, or just accomplish general tasks for you in the future. It’s just once the model understands how to use the internet, the sky’s the limit.” This is the agentic future we’ve been hearing about for some time now, and the more AI models make use of real-time data from the internet, the closer it gets.  Let’s say you have a trip coming up in a few weeks. An agent that can get data from the internet in real time can book your flights and hotel rooms, make dinner reservations, and more, based on what it knows about you and your upcoming travel—all without your having to guide it. Another agent could, say, monitor the sewage output of your home for certain diseases, and order tests and treatments in response. You won’t have to search for that weird noise your car is making, because the agent in your vehicle will already have done it and made an appointment to get the issue fixed.  “It’s not always going to be just doing search and giving answers,” says Pichai. “Sometimes it’s going to be actions. Sometimes you’ll be interacting within the real world. So there is a notion of universal assistance through it all.” And the ways these things will be able to deliver answers is evolving rapidly now too. For example, today Google can not only search text, images, and even video; it can create them. Imagine overlaying that ability with search across an array of formats and devices. “Show me what a Townsend’s warbler looks like in the tree in front of me.” Or “Use my existing family photos and videos to create a movie trailer of our upcoming vacation to Puerto Rico next year, making sure we visit all the best restaurants and top landmarks.” “We have primarily done it on the input side,” he says, referring to the ways Google can now search for an image or within a video. “But you can imagine it on the output side too.” This is the kind of future Pichai says he is excited to bring online. Google has already showed off a bit of what that might look like with NotebookLM, a tool that lets you upload large amounts of text and have it converted into a chatty podcast. He imagines this type of functionality—the ability to take one type of input and convert it into a variety of outputs—transforming the way we interact with information.  In a demonstration of a tool called Project Astra this summer at its developer conference, Google showed one version of this outcome, where cameras and microphones in phones and smart glasses understand the context all around you—online and off, audible and visual—and have the ability to recall and respond in a variety of ways. Astra can, for example, look at a crude drawing of a Formula One race car and not only identify it, but also explain its various parts and their uses.  But you can imagine things going a bit further (and they will). Let’s say I want to see a video of how to fix something on my bike. The video doesn’t exist, but the information does. AI-assisted generative search could theoretically find that information somewhere online—in a user manual buried in a company’s website, for example—and create a video to show me exactly how to do what I want, just as it could explain that to me with words today. These are the kinds of things that start to happen when you put the entire compendium of human knowledge—knowledge that’s previously been captured in silos of language and format; maps and business registrations and product SKUs; audio and video and databases of numbers and old books and images and, really, anything ever published, ever tracked, ever recorded; things happening right now, everywhere—and introduce a model into all that. A model that maybe can’t understand, precisely, but has the ability to put that information together, rearrange it, and spit it back in a variety of different hopefully helpful ways. Ways that a mere index could not. That’s what we’re on the cusp of, and what we’re starting to see. And as Google rolls this out to a billion people, many of whom will be interacting with a conversational AI for the first time, what will that mean? What will we do differently? It’s all changing so quickly. Hang on, just hang on. 

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Subsea7 Scores Various Contracts Globally

Subsea 7 S.A. has secured what it calls a “sizeable” contract from Turkish Petroleum Offshore Technology Center AS (TP-OTC) to provide inspection, repair and maintenance (IRM) services for the Sakarya gas field development in the Black Sea. The contract scope includes project management and engineering executed and managed from Subsea7 offices in Istanbul, Türkiye, and Aberdeen, Scotland. The scope also includes the provision of equipment, including two work class remotely operated vehicles, and construction personnel onboard TP-OTC’s light construction vessel Mukavemet, Subsea7 said in a news release. The company defines a sizeable contract as having a value between $50 million and $150 million. Offshore operations will be executed in 2025 and 2026, Subsea7 said. Hani El Kurd, Senior Vice President of UK and Global Inspection, Repair, and Maintenance at Subsea7, said: “We are pleased to have been selected to deliver IRM services for TP-OTC in the Black Sea. This contract demonstrates our strategy to deliver engineering solutions across the full asset lifecycle in close collaboration with our clients. We look forward to continuing to work alongside TP-OTC to optimize gas production from the Sakarya field and strengthen our long-term presence in Türkiye”. North Sea Project Subsea7 also announced the award of a “substantial” contract by Inch Cape Offshore Limited to Seaway7, which is part of the Subsea7 Group. The contract is for the transport and installation of pin-pile jacket foundations and transition pieces for the Inch Cape Offshore Wind Farm. The 1.1-gigawatt Inch Cape project offshore site is located in the Scottish North Sea, 9.3 miles (15 kilometers) off the Angus coast, and will comprise 72 wind turbine generators. Seaway7’s scope of work includes the transport and installation of 18 pin-pile jacket foundations and 54 transition pieces with offshore works expected to begin in 2026, according to a separate news

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Driving into the future

Welcome to our annual breakthroughs issue. If you’re an MIT Technology Review superfan, you may already know that putting together our 10 Breakthrough Technologies (TR10) list is one of my favorite things we do as a publication. We spend months researching and discussing which technologies will make the list. We try to highlight a mix of items that reflect innovations happening in various fields. We look at consumer technologies, large industrial­-scale projects, biomedical advances, changes in computing, climate solutions, the latest in AI, and more.  We’ve been publishing this list every year since 2001 and, frankly, have a great track record of flagging things that are poised to hit a tipping point. When you look back over the years, you’ll find items like natural-language processing (2001), wireless power (2008), and reusable rockets (2016)—spot-on in terms of horizon scanning. You’ll also see the occasional miss, or moments when maybe we were a little bit too far ahead of ourselves. (See our Magic Leap entry from 2015.) But the real secret of the TR10 is what we leave off the list. It is hard to think of another industry, aside from maybe entertainment, that has as much of a hype machine behind it as tech does. Which means that being too conservative is rarely the wrong call. But it does happen.  Last year, for example, we were going to include robotaxis on the TR10. Autonomous vehicles have been around for years, but 2023 seemed like a real breakthrough moment; both Cruise and Waymo were ferrying paying customers around various cities, with big expansion plans on the horizon. And then, last fall, after a series of mishaps (including an incident when a pedestrian was caught under a vehicle and dragged), Cruise pulled its entire fleet of robotaxis from service. Yikes. 
The timing was pretty miserable, as we were in the process of putting some of the finishing touches on the issue. I made the decision to pull it. That was a mistake.  What followed turned out to be a banner year for the robotaxi. Waymo, which had previously been available only to a select group of beta testers, opened its service to the general public in San Francisco and Los Angeles in 2024. Its cars are now ubiquitous in the City by the Bay, where they have not only become a real competitor to the likes of Uber and Lyft but even created something of a tourist attraction. Which is no wonder, because riding in one is delightful. They are still novel enough to make it feel like a kind of magic. And as you can read, Waymo is just a part of this amazing story. 
The item we swapped into the robotaxi’s place was the Apple Vision Pro, an example of both a hit and a miss. We’d included it because it is truly a revolutionary piece of hardware, and we zeroed in on its micro-OLED display. Yet a year later, it has seemingly failed to find a market fit, and its sales are reported to be far below what Apple predicted. I’ve been covering this field for well over a decade, and I would still argue that the Vision Pro (unlike the Magic Leap vaporware of 2015) is a breakthrough device. But it clearly did not have a breakthrough year. Mea culpa.  Having said all that, I think we have an incredible and thought-provoking list for you this year—from a new astronomical observatory that will allow us to peer into the fourth dimension to new ways of searching the internet to, well, robotaxis. I hope there’s something here for everyone.

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Oil Holds at Highest Levels Since October

Crude oil futures slightly retreated but continue to hold at their highest levels since October, supported by colder weather in the Northern Hemisphere and China’s economic stimulus measures. That’s what George Pavel, General Manager at Naga.com Middle East, said in a market analysis sent to Rigzone this morning, adding that Brent and WTI crude “both saw modest declines, yet the outlook remains bullish as colder temperatures are expected to increase demand for heating oil”. “Beijing’s fiscal stimulus aims to rejuvenate economic activity and consumer demand, further contributing to fuel consumption expectations,” Pavel said in the analysis. “This economic support from China could help sustain global demand for crude, providing upward pressure on prices,” he added. Looking at supply, Pavel noted in the analysis that “concerns are mounting over potential declines in Iranian oil production due to anticipated sanctions and policy changes under the incoming U.S. administration”. “Forecasts point to a reduction of 300,000 barrels per day in Iranian output by the second quarter of 2025, which would weigh on global supply and further support prices,” he said. “Moreover, the U.S. oil rig count has decreased, indicating a potential slowdown in future output,” he added. “With supply-side constraints contributing to tightening global inventories, this situation is likely to reinforce the current market optimism, supporting crude prices at elevated levels,” Pavel continued. “Combined with the growing demand driven by weather and economic factors, these supply dynamics point to a favorable environment for oil prices in the near term,” Pavel went on to state. Rigzone has contacted the Trump transition team and the Iranian ministry of foreign affairs for comment on Pavel’s analysis. At the time of writing, neither have responded to Rigzone’s request yet. In a separate market analysis sent to Rigzone earlier this morning, Antonio Di Giacomo, Senior Market Analyst at

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What to expect from NaaS in 2025

Shamus McGillicuddy, vice president of research at EMA, says that network execs today have a fuller understanding of the potential benefits of NaaS, beyond simply a different payment model. NaaS can deliver access to new technologies faster and keep enterprises up-to-date as technologies evolve over time; it can help mitigate skills gaps for organizations facing a shortage of networking talent. For example, in a retail scenario, an organization can offload deployment and management of its Wi-Fi networks at all of its stores to a NaaS vendor, freeing up IT staffers for higher-level activities. Also, it can help organizations manage rapidly fluctuating demands on the network, he says. 2. Frameworks help drive adoption Industry standards can help accelerate the adoption of new technologies. MEF, a nonprofit industry forum, has developed a framework that combines standardized service definitions, extensive automation frameworks, security certifications, and multi-cloud integration capabilities—all aimed at enabling service providers to deliver what MEF calls a true cloud experience for network services. The blueprint serves as a guide for building an automated, federated ecosystem where enterprises can easily consume NaaS services from providers. It details the APIs, service definitions, and certification programs that MEF has developed to enable this vision. The four components of NaaS, according to the blueprint, are on-demand automated transport services, SD-WAN overlays and network slicing for application assurance, SASE-based security, and multi-cloud on-ramps. 3. The rise of campus/LAN NaaS Until very recently, the most popular use cases for NaaS were on-demand WAN connectivity, multi-cloud connectivity, SD-WAN, and SASE. However, campus/LAN NaaS, which includes both wired and wireless networks, has emerged as the breakout star in the overall NaaS market. Dell’Oro Group analyst Sian Morgan predicts: “In 2025, Campus NaaS revenues will grow over eight times faster than the overall LAN market. Startups offering purpose-built CNaaS technology will

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UK battery storage industry ‘back on track’

UK battery storage investor Gresham House Energy Storage Fund (LON:GRID) has said the industry is “back on track” as trading conditions improved, particularly in December. The UK’s largest fund specialising in battery energy storage systems (BESS) highlighted improvements in service by the UK government’s National Energy System Operator (NESO) as well as its renewed commitment to to the sector as part of clean power aims by 2030. It also revealed that revenues exceeding £60,000 per MW of electricity its facilities provided in the second half of 2024 meant it would meet or even exceed revenue targets. This comes after the fund said it had faced a “weak revenue environment” in the first part of the year. In April it reported a £110 million loss compared to a £217m profit the previous year and paused dividends. Fund manager Ben Guest said the organisation was “working hard” on refinancing  and a plan to “re-instate dividend payments”. In a further update, the fund said its 40MW BESS project at Shilton Lane, 11 miles from Glasgow, was  fully built and in the final stages of the NESO compliance process which expected to complete in February 2025. Fund chair John Leggate welcomed “solid progress” in company’s performance, “as well as improvements in NESO’s control room, and commitment to further change, that should see BESS increasingly well utilised”. He added: “We thank our shareholders for their patience as the battery storage industry gets back on track with the most environmentally appropriate and economically competitive energy storage technology (Li-ion) being properly prioritised. “Alongside NESO’s backing of BESS, it is encouraging to see the government’s endorsement of a level playing field for battery storage – the only proven, commercially viable technology that can dynamically manage renewable intermittency at national scale.” Guest, who in addition to managing the fund is also

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The Download: Europe’s heat wave hits the grid, and IBM’s chip targets Moore’s Law

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. Europe’s extreme heat is shutting down power plants Europe is in the middle of a record-breaking heat wave, and the grid is being pushed to its limits as people turn to fans and air-conditioning to try to stay cool. But some power plants won’t be online to help handle the load. The main source of stress is increased demand, largely driven by cooling. And the challenges are only expected to worsen as climate change brings more frequent and intense heat waves. Find out how rising temperatures are stretching power supplies—and how utilities can adapt.
—Casey Crownhart What Europe’s heat wave means for the power grid Grid planning in the age of climate change generally means that we need a lot more supply, and quickly. But one interesting facet to this challenge is that in some places, seasonal patterns are shifting, compounding the difficulty of meeting demand. 
Europe has historically seen its grid peak in the winter when electric heating is widespread. So some planned outages happen in the spring and into the summer, which is affecting the supply right now. But a growing need for air-conditioning will alter the balance. Read the full story on how climate change is reshaping electricity demand. —Casey Crownhart This story is from The Spark, our weekly newsletter giving you the inside track on all things climate. Sign up to receive it in your inbox every Wednesday. IBM unveils chip technology that could help extend Moore’s Law another decade IBM has built a new prototype chip with around 100 billion transistors on an area the size of a fingernail. That’s twice the density of the company’s previous state-of-the-art technology announced in 2021. And the design could pave the way for faster and more energy-efficient computers for years to come. In the last fifteen years, transistors have been shrunk close to their limits. They can’t get smaller without their function deteriorating. IBM’s new chip resolves this with an approach familiar to urban planners: building up. Here’s how the strategy is bringing new hope to the technology industry.  —Sophia Chen

The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 Anthropic says Alibaba “illicitly” extracted Claude’s capabilities It claims the Chinese firm ran a “brazen” campaign to access the model. (BBC)+ It says it’s the “largest known distillation attack” on the company. (CNBC)+ The technique trains a weaker model on a stronger one’s outputs. (FT $)+ Anthropic previously accused other Chinese rivals of using it. (CNN)+ But it’s still feuding with the White House. (MIT Technology Review) 2 NASA has detected possible chemical signatures of ancient life on MarsThe Perseverance rover spotted complex carbon on rocks. (New Scientist $)+ The molecules are typically associated with dead organisms. (Guardian)+ The US has lost its lead in the hunt for alien life. (MIT Technology Review) 3 The EU has joined a US pact to stop relying on Chinese AIMuch of the rest of the world seems to still be a battleground for control. (FT $)+ China is expanding its AI push in the Global South to counter the US. (The Wire China)+ Chinese AI experts are freaking out about the AI arms race. (Wired $) 4 OpenAI and Broadcom have unveiled their first jointly designed AI chipJalapeño is built to power large-scale AI systems like ChatGPT. (NYT $)+ It’s part of OpenAI’s push to “build the full stack.” (CNBC) 5 A new report shows ICE has built a vast hi-tech surveillance systemIt includes facial recognition, drones, and data scraping.(Guardian)+ Is the Pentagon allowed to surveil citizens with AI? (MIT Technology Review) 6 Electronics can now be printed onto living tissueWhich could enable smart implants and ingestible diagnostics. (The Economist $)
7 The data center boom is sparking a third wave of inflation Demand for memory chips is pushing prices higher.(WSJ $) 8 Companies are scrambling to curb spending on AI token “chewing”Accenture data shows non-technical staff are draining budgets. (404 Media)
9 Claude Design is creating a bland wave of website uniformityThe AI tool is homogenizing the internet’s aesthetic. (The New Yorker $) 10 Elon Musk has lost his trillionaire statusThanks to SpaceX stock coming back to Earth. (Business Insider) Quote of the day “Tom Brown is not being a weirdo like Dario and can actually engage.”  —A person directly familiar with calls between the Trump administration and Anthropic tells Wired that they’ve improved since cofounder Tom Brown replaced CEO Dario Amodei in the talks. One More Thing TONY LUONG The quest to learn if our brain’s mutations affect mental health For years, scientists searching for the roots of conditions like schizophrenia, autism, and Alzheimer’s have focused on single genes. But the real source may lie in a more complex genetic puzzle inside the brain.
Mike McConnell has spent decades exploring the idea that neurons do not all share identical DNA, and that these differences could help explain psychiatric disease. His work has contributed to evidence that brain cells can form a “genetic mosaic,” with mutations that vary across the brain. Discover how this could reshape our understanding of mental illness. —Roxanne Khamsi 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.) + This classical reimagining of the Super Mario soundtrack is exquisite.+ At long last, we can calculate the fuel efficiency of launching our enemies into the Sun.+ Before CGI, explosions were an art form. This compilation of classic practical effects is pure action-movie nostalgia.+ Cambridge botanists lovingly recreated a 336-year-old garden to honor the “father of natural history.” (Big thanks to reader Peter Ryan for the find!) 

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What Europe’s heat wave means for the power grid

It’s been hard to look away from headlines about the European heat wave this week. Temperatures are breaking records across the continent, and the weather is threatening lives, shutting down schools, and in one particularly ironic case, forcing the cancellation of a London Climate Action Week event about extreme heat.  As the summer ramps up and we see this kind of weather sweep around the Northern Hemisphere, I’m always keeping my eye on the power grid. And one notable update that caught my attention this week was news that a nuclear power plant in the south of France had to close down because of the heat.  Climate change is squeezing the grid from all sides, affecting both supply and demand. Heat can affect power availability, from generation to transmission infrastructure, as I covered in my latest story. But climate change is also helping push electricity use higher—and countries in Europe and around the world will need to adapt.  In the US, nearly 90% of homes have air-conditioning. That means many grids see their highest demand in the summer months, and the risk of brownouts and blackouts is at its worst. 
People are often quick to cast air-conditioning as a villain, and it’s true that the technology will account for a major chunk of the globe’s rising energy demand in the future. But the reality is that heat waves can be incredibly dangerous, and as climate change pushes temperatures higher, that risk is becoming more real in parts of the world that haven’t historically had to worry quite so much about heat.  In Europe, air-conditioning is historically much less common, with about 20% of homes across the continent using it. Some countries, including those getting hit by this heat wave, have even lower rates—the UK comes in at about 5%, and Germany is around 3%. 
But those numbers are starting to tick up as people adapt to increasingly brutal summers. As they do, we should expect higher electricity demand, and stress for the grid—just as in the US. And utilities often have to look across borders to buy more power, driving prices up for everyone.  “The main pressure comes from a triple squeeze: Cooling demand rises sharply, while power plants and grids become less efficient, and some thermal and nuclear plants must cut output because cooling water is too warm or scarce,” says Simone Tagliapietra, senior fellow at Bruegel, an economic and policy think tank, via email.  Grid planning in the age of climate change generally means that we need a lot more supply, and quickly. But one interesting facet to this challenge is that in some places, seasonal patterns are shifting, compounding the difficulty of meeting demand.  Generally, grid operators plan maintenance and outages at power plants around expected  peaks in demand. Take nuclear power, for example. In the US, planned outages for maintenance and refueling tend to come in the spring and fall when demand falls below the summer and slightly smaller winter peaks.  Europe, however, has historically seen its grid peak in the winter, because electric heating is more common than air-conditioning. So some planned outages happen in the spring and into the summer, which is affecting the supply right now.  At the Golfech power plant near Toulouse in France, for example, unit two had to shut down this week because of the water temperatures in the nearby river, which is used to cool the reactor. But unit one was already offline because of planned maintenance and refueling, according to EDF, the plant’s operator.  We’re going to continue to see record-high temperatures around the world because of climate change. Communities are adapting, and utilities will have to follow. And if you thought this summer was hot, just wait until next year. With the El Niño weather pattern, 2027 could very well blow these heat waves out of the water.  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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IBM has unveiled chip technology that could help extend Moore’s Law another decade

IBM has built a new prototype chip with around 100 billion transistors on an area the size of a fingernail, which is twice the density of the company’s previous state-of-the-art technology announced in 2021. The design could pave the way for faster and more energy efficient computers for years to come. For more than half a century, chipmakers have been able to make ever more powerful computers by following the key principle of Moore’s Law: cram more transistors onto the chip. To do this, they shrank transistors—the tiny switches that perform computations—to incrementally smaller sizes. But in the last fifteen years, transistors have gotten close to the limit where quantum mechanics starts to interfere with their function: just a few dozen nanometers in size. They can’t get smaller. So to fit more transistors on a chip, engineers across the industry are eyeing a pivot to an approach familiar to urban planners: build up. On Thursday, IBM announced it created a chip that uses this strategy. The new architecture, known as a nanostack, vertically stacks transistors in two layers on a silicon chip. “It’s not just an incremental step,” Jay Gambetta, the director of IBM Research, said during a press conference on Tuesday. “It’s a meaningful leap forward.” Within a decade, Gambetta expects chips with nanostacking to be widely used in data centers, where their improved efficiency could help the facilities better manage their energy consumption.
“Absolutely, it’s transformational,” says Dan Hutcheson, vice chair of TechInsights, a technology analysis company. “This puts another ten, fifteen years on the roadmap.”  Compared to IBM’s previous state-of-the-art architecture, the company reports that chips built with this new approach can do as much as 50% more work in the same amount of time and be up to 70% more energy efficient. 
The architecture offers a general way of laying out transistors, and IBM will partner with semiconductor manufacturers to make the actual chips. It anticipates chip designers will deploy the design in many different types of chips, including GPUs and CPUs. “I expect to have many conversations with designers about how they can use this technology,” Huiming Bu, IBM’s vice president of global semiconductor R&D, said in the press conference announcing the new design.  A layer cake Engineers created IBM’s new chip layer by layer, like a cake. They start by fabricating transistors on one layer of silicon. Then, they place a silicon layer on top of these devices, and they fabricate another layer of transistors directly on top of that. Finally, they create the electrical connections between the two layers of transistors. This kind of vertical stacking, which combines two types of transistors, is known as a complementary field-effect transistor, or CFET, explains Qing Cao, a professor of materials science and engineering at the University of Illinois at Urbana-Champaign, who was not involved with the work.  The company isn’t the only one pursuing this general approach. The biggest chip manufacturers—Intel, Samsung, and TSMC—along with competing research lab Imec in Belgium have been investigating CFETs. IBM says its design is distinguished by the fact that the second layer of transistors do not sit directly on top of the first layer’s transistors; rather, they are staggered, which the company says simplifies wiring, among other advantages.  CFETs like those in IBM’s nanostack architecture contrast with another common approach to making two-tiered chips, such as AMD’s 3D V-Cache and Huawei’s forthcoming LogicFolding technology, Cao says. In those approaches, engineers fabricate the transistors on each layer of the chip independently before bonding the two together. IBM’s new method allows for more precise alignment of the layers, which is important for performance because transistors are so tiny, says Cao.  Nanostacking builds on an approach called the nanosheet, which has been used to make current state-of-the-art transistors since around 2022. A transistor is essentially a hose through which electrons flow, with a valve that can turn the flow on or off. Inside the transistor, electrons move through a patch of the silicon called a channel. In IBM’s nanostack approach, the channel consists of three nanosheets that are each 15 atoms thick, spaced nine nanometers apart.  Every chip generation gets a name. IBM refers to its nanostack technology as “sub-nanometer,” or “0.7 nanometer” node, following a longtime industry convention where each generation is named for a smaller and smaller length. But “0.7 nanometer” is a marketing term and does not correspond to any physical characteristics of the chip. The distance between transistors “has been staying at about 40 nanometers for quite a long period of time,” says Cao.  Putting it into production Looking ahead, chipmakers can try increasing transistor density by building on more tiers, as Bu suggested in the press conference. However, they will face practical challenges, according to Cao. Manufacturing introduces errors, which means a certain number of chips are faulty upon creation. “Here you’re building another layer on top, so if either top layer or bottom layer fail, your entire chip is going to fail,” says Cao. This higher failure rate compared to single-layer chips will be costly. In addition, one central challenge is what Cao calls “the thermal budget.” Essentially, it means that engineers need to figure out how to build each layer without melting the connections to the one underneath. This means keeping manufacturing processes below 400°C. IBM figured out how to make the second stack at low enough temperature, although the company is mum about its methods.  Academics are also on the case. Cao’s group, for example, has created a method for stacking transistors layer by layer like IBM, where they create the second layer with processes below 200°C. They manage this by using a type of transistor known as the junctionless transistor, which can be created without a typically required step called doping—a process that injects non-silicon atoms into silicon to tune the material’s properties. Doping is usually the hottest part of fabricating transistors. Cao thinks from a thermal management perspective, his approach could be easier to scale up to multiple tiers, although his demonstration is just a proof of principle. But Cao thinks IBM’s work is “transformative” because it demonstrates how to stack transistors “on a full wafer using a state‑of‑the‑art manufacturing line.” The new approach pushes the industry forward, he says: “I’m interested in what’s their killer application.”

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Introducing computer use in Gemini 3.5 Flash

Making computer use safe in 3.5 FlashTo mitigate some of the prompt injection risks for agents operating in live environments, we use targeted adversarial training for computer use in Gemini 3.5 Flash. We’re also releasing two optional enterprise safeguard systems that enable enterprises to:Require explicit user confirmation for sensitive or irreversible actions.Automatically stop tasks if an indirect prompt injection is identified.Taking a “defense-in-depth” approach, we encourage developers to combine these features with secure sandboxing, human-in-the-loop verification and strict access controls. Additional information on safety measures can be found in our best practices documentation.We are already seeing customers drive value with computer use. Here’s what some of them have to say:

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Europe’s extreme heat is shutting down power plants

EXECUTIVE SUMMARY Europe is in the middle of a record-breaking heat wave, and the grid is being pushed to its limits as people turn to fans and air-conditioning to try to stay cool. Some power plants won’t be online to help handle the load. On June 23, France saw its hottest day since record-keeping began in 1947. Temperatures climbed to over 44 °C (111 °F), and overnight temperatures remained unusually high. This prolonged hot weather warmed up the water in some rivers across the country, a problem for the many nuclear plants that rely on those bodies of water for cooling. One reactor has already shut down, and others are being ramped down or will see limitations later in the week. Unit two at the Golfech nuclear power plant in southern France shut down at about 11:45 p.m. on June 22 when the river used to cool the plant got too hot. The move was a precautionary measure, according to Brid Nelligan, a spokesperson for EDF, the plant’s owner and operator. The power plant takes in water from the Garonne River and then returns most of it to the river at slightly higher temperatures after using it to cool equipment. French regulations limit the temperature of that return stream, so the warm water (it was expected to reach 28 °C, or around 82 °F) forced the operator to shut down the plant.
EDF, which operates France’s entire nuclear fleet, is also limiting the output of other reactors across the country—one reactor at the Nogent-sur-Seine power plant was ramped down as of Tuesday, and more will follow later in the week, Nelligan says. Extreme heat has affected France’s nuclear industry before. At least seven gigawatts’ worth of nuclear energy was forced to shut down across the country during a heat wave in July 2025, according to data from Ember Energy. That’s more than the entire grid of Ireland. 
This time, power plant outages and limitations aren’t expected to be drastic enough to affect the ability to meet demand in France, according to RTE, operator of the national electric grid.  Nuclear power has made most of the headlines during this heat wave, but other forms of electricity generation face similar challenges. Hydropower plants frequently run into problems when dry conditions lower the amount of water available to generate energy and force them to decrease or shut off operations. In the first five months of 2025, high temperatures and low water conditions cut hydropower supplies in Europe by 13% compared with the year before. Even established coal and natural-gas plants can be challenged by high temperatures. Hot weather can stress equipment and limit the efficiency of cooling towers. Five gas plants across the UK have reported output reductions due to the conditions, cutting a total of about 2.5 gigawatts from the power supply.  Increased demand, largely driven by cooling, is the main factor stressing Europe’s power grid, says Jean-Paul Harreman, director of Montel, an energy intelligence provider, via email. Even countries that haven’t historically relied much on cooling technologies are turning to them now—the number of UK homes that use air-conditioning has roughly doubled since 2022.  Around the world, the challenges heat presents for the grid are only expected to get worse as climate change brings more frequent and intense heat waves. Globally, energy use for cooling is set to double by 2050 relative to 2023 levels, according to the International Energy Agency. “Utilities can adapt by planning for summer peaks, making cooling demand more flexible, reinforcing grids for high temperatures, deploying batteries and demand response, and climate-proofing power plants’ cooling systems,” says Simone Tagliapietra, senior fellow at Bruegel, an economic and policy think tank, via email.  But those changes could be expensive. Earlier this year, EDF shared a climate-change vulnerability assessment for its business, including nuclear and hydropower operations across France. Upgrades are expected to cost about €600 million per year (about $680 million) over the next 15 years.  Meanwhile, high temperatures are expected to continue across much of Europe through the end of the week. 

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The emergence of the web data infrastructure layer for AI

In partnership withBright Data AI is booming. New use cases are emerging each day. To capitalize on the technology’s potential, enterprises require data at scale. In many cases, though, the relevant information is blocked or unstructured, which limits its use by AI models.  To understand this challenge, consider the foundation of the web itself. The web was not designed for the automated discovery and retrieval that new AI applications demand. Overcoming this inherent design constraint requires infrastructure. The next frontier in AI may depend on a new web data infrastructure layer that can enable models to discover and map this ever-expanding digital realm. This layer must be able to navigate hundreds of millions of existing web domains and billions of new URLs created each week, delivering real-time information and overcoming technical barriers. “The data suggests there’s far more data out there,” says Or Lenchner, CEO of Bright Data, a web data collection platform. “Think of the universe: It’s out there, but you don’t know what you don’t know.”
Enabling access to fresh, relevant, and trustworthy data While early AI breakthroughs were driven by scaling training data and model size, organizations are now encountering a fundamental bottleneck: They need to keep pace with the dynamic, unstructured, and constantly evolving nature of web data in order to ground outputs in current and verifiable information. AI performance increasingly depends not just on model architecture but on a system’s compute, networking, retrieval, and data engineering capabilities—that is, the system’s ability to quickly and reliably retrieve data that is fresh, relevant, and trustworthy. Traditional model training relies on snapshots of information collected at a particular point in time. Training AI on such static data is no longer sufficient. To track fluctuations such as competitor pricing, consumer sentiment, and market trends, companies need a constant feed of new information, pulling data in real time along with relevant context. Their infrastructure must therefore be able to handle millions of simultaneous interactions across websites that vary by geography, language, format, and access rules.
“If it can’t retrieve real-time information, it lacks context,” Lenchner says. “In a business setting, that’s not acceptable anymore. Stale answers lead to bad decisions and disappointed consumers.” Speed is not merely a matter of convenience; it’s a matter of necessity. Today’s organizations operate in environments where prices, inventory, markets, security threats, and customer behavior change continuously. Delayed data retrieval can reduce the usefulness of an otherwise sophisticated model. Using live, high-quality web data can also reduce AI hallucinations because the model has a more relevant knowledge base. This builds user trust. In fact, one survey found that 56% of AI practitioners said businesses need access to real-time web data to improve trust in AI outputs. To ensure the model runs efficiently and effectively, the information must also be pared down to the appropriate essentials.  Despite the introduction of retrieval-augmented generation (RAG), where models pull in external data at the moment of a query, many AI systems still struggle to deliver outputs that are current, contextually relevant, and trustworthy in operational settings. According to Gartner, 60% of AI projects that are not supported by AI-ready data—accurate, structured, organized, and contextualized—will be abandoned by the end of the year.  This is because large-scale retrieval alone does not solve the problem. As Lenchner puts it, “You need to retrieve data at scale, but also in real time. Latency becomes an issue because of the end user who is waiting for the output.”  Accessing fresh, AI-ready data at scale introduces technical and structural challenges. In practice, many enterprise systems combine public web retrieval with APIs, licensed datasets, and proprietary internal data in their AI applications. Integrating these fragmented sources into a timely and usable knowledge layer requires specialized capabilities. Some research has found that 97% of AI organizations depend on real-time web data infrastructure, but 90% feel boxed in by various restrictions. Companies are increasingly developing technical approaches to navigate these constraints. Lenchner draws this metaphor: “Think of the trained model as intelligence and relevant data as knowledge. A powerful intelligence layer sitting on top of a hollow knowledge layer is like a genius who knows nothing—useless in practice. Intelligence and knowledge have to come together.” The promise of new infrastructure A new layer of web data infrastructure can address this developing need for stronger AI inputs by enabling discovery of data, real-time access, and tailoring to a specific context. As Lechner describes it, “It’s all about collecting data at scale, super-low latency, without being blocked.”

Rather than relying on increased computing power, this type of platform emulates human browsing behavior to access available content and transform raw code into structured data feeds. It can work with websites that might not interact with traditional scraping tools, such as those heavy in JavaScript, or with aggressive antibot software.  As Lenchner explains, “It’s basically having infrastructure that can mimic a web user with identifying information—IP address, location, and 1,000 more parameters. And at scale. Think of doing that 80 billion times a day for millions of websites. And every single time, you are looking exactly as the website expects you to look.” Of course, continuous retrieval introduces new data governance challenges. To address them, platforms can enforce strict compliance protocols aligned with global privacy frameworks, such as the EU’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). They can also be limited to openly accessible, public information, avoiding paywalls or private logins. Any networks used can be vetted and consent-based, and incentives can be provided to owners of IP addresses. In this way, systems can be designed to comply with tightening regulation. Such complex capabilities do not come easy. “When this is critical infrastructure for a company,” Lenchner says, “doing it in-house becomes a full-time engineering problem that competes with the actual AI work.” Addressing this complexity requires organizations to commit significant resources, leading many to seek specialized platforms designed specifically for data retrieval, orchestration, and observability. Infrastructure for the real world Real-time data retrieval is changing what AI systems can do inside organizations. For example, a retail company can use public information to enable a dynamic pricing engine, and global brands can track trademark infringements.  As the ecosystem matures, organizations that invest in this emerging data infrastructure layer will be better positioned to build AI systems that are more responsive, reliable, and aligned with real-world conditions—AI systems that can continuously adapt using current web data. Over time, the distinction between AI models and the infrastructure that feeds them may even begin to disappear. As Lenchner says, “The world is changing. And everything that is happening in the world is being uploaded to the public web. The amount of new data that is being generated is growing and accelerating.” To learn more from Bright Data, read the Data for AI 2026 report. 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. It 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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Cloud sovereignty: First four providers sign up to CISPE certification program

“Public bodies, hospitals and industrial operators are today seeking concrete guarantees of digital sovereignty. The CISPE Sovereignty Badge provides that guarantee. It is a natural complement to European standards such as Gaia-X Level 3, strengthening transparency, compliance and digital trust. It is this ability to provide concrete proof, beyond rhetoric, that underpins genuine European digital autonomy.” said Antoine Fournier, CEO of Thésée Datacenter The EU is keen to guard against ‘sovereignty washing’ — claims by foreign-owned cloud providers that they meet local control criteria. Last month, CISPE warned about Broadcom’s claim it complied with EU conditions. It probably won’t be the last to make such claims.

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The UK’s generational tobacco ban might not work. I’m supporting it anyway.

EXECUTIVE SUMMARY As the parent of two little girls, I often think about how their childhood is different from mine. The seven-year-old is learning about AI at school. The five-year-old is given internet-based homework every week. And they are both absolutely repulsed by the idea of smoking. That was not the prevailing sentiment when I was young. My parents smoked. The customers at our family’s restaurant smoked. Cartoon characters smoked. My friends and I would buy little cigarette-box-shaped packets of sugary white sticks and pretend to smoke in the playground. Smoking was a central part of our culture. Which is why the UK’s recent passing of a generational sales ban on tobacco products feels like such a big deal. As part of the Tobacco and Vapes Act 2026, retailers are prohibited from selling tobacco products to anyone born after January 1, 2009, in perpetuity. It doesn’t matter when those people turn 18—or 38 or 68, for that matter. It will always be illegal to sell to anyone born after that date. This is what’s described as an “endgame” approach. While many tobacco control strategies—such as taxation or gory imagery—aim to reduce consumption, policies like the UK’s are designed to eliminate it entirely. It’s a new approach, and no one knows whether it will work.
The Maldives was the first country to implement a generational smoking ban, in November last year. It’s too soon to say how that has panned out. Nor do we know if these laws will even last. In 2022, New Zealand passed a similar generational sales ban as part of a broader anti-smoking law. But it was never enacted—the law was repealed by a new government in February 2024.
In the UK, both major parties support the ban. But Nigel Farage, whose right-wing party has seen a recent surge in support, has promised that “the generational smoking ban will not last long if Reform gets the chance to start rebuilding our mismanaged country.” Chris Bostic, an attorney and former policy director for the advocacy group Action on Smoking and Health, says he and his colleagues began promoting the idea of a generational ban in the United States 11 years ago. Back then, they struggled to win support, even from major health charities. “People said we were crazy … [and] that this was impossible,” he says. Opponents argued that bans would infringe on personal freedoms. “The public health argument is: Well, what about freedom from addiction?” says Britta Matthes, a tobacco control researcher at the University of Bath in the UK. Most people who smoke began when they were teenagers, want to quit, and wish they’d never started. Tobacco is arguably the most harmful consumer product of all time. It will kill half its users who don’t quit, according to the World Health Organization. It also kills people who don’t smoke. Of the 7 million who die from tobacco every year, 1.6 million are nonsmokers who were exposed to secondhand smoke, according to the WHO. Generational sales bans are a long-term strategy that will only protect future smokers. Most experts agree that people who already smoke should be a main consideration for any policy, and that a multipronged approach is probably the best way to go. Janet Hoek at the University of Otago, who has explored tobacco control policies in New Zealand, believes that enforcing very low limits on nicotine levels and banning filters—an environmental scourge that does not make smoking safer, as many people believe—might be a “powerful combination,” for example. But preventing teenagers from starting to smoke in the first place is an enticing prospect, even among the majority of people who smoke. And it’s starting to look a lot less radical. The US has quietly been making progress on a smaller scale. Since 2021, Brookline, a town in the Boston area, has banned the sale of tobacco products to anyone born after January 1, 2000. The idea has spread. Today there are 23 towns in Massachusetts with similar bans, says Bostic. Nine towns across Minnesota, New York, and California have implemented other endgame policies. The UK law has normalized the idea more than ever, he adds. His colleagues are already fielding calls from health agencies around the world. “People [are] saying, Wow I can’t believe the UK just did this—can we do this here?” he says. Norms change. Like many other millennials, I vividly remember my first night out after a ban on indoor smoking took effect. My clothes didn’t stink! My hair still felt clean! And my throat wasn’t scratchy the next morning! Now that’s just normal. I hope a tobacco-free world can be the new normal for my kids.

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Secretary Wright Applauds End of New Federal Wind and Solar Subsidies

WASHINGTON—U.S. Secretary of Energy Chris Wright today released the following statement regarding the Working Families Tax Cut July 4, 2026 deadline ending federal tax credit subsidies for new wind and solar projects not currently under construction. For more than three decades, the federal government has subsidized wind and solar energy generation. In 2025, wind and solar accounted for approximately three percent of total U.S. primary energy consumption. “I’m thrilled to report that after about 35 years, on July 4th, we will end the subsidies for wind and solar, thanks to the Working Families Tax Cut. “Wind and solar take a lot of land, 100 times more land for a similar amount of energy. They take an enormous amount of materials, energy intensive materials like steel and cement and polysilicon. “They take an enormous amount of additional transmission lines to connect their large land, far flung production back to where there’s demand centers. “And what do we get for all that is a relatively small amount of low value energy. It’s low value because the wind doesn’t always blow and the sun doesn’t always shine. “So they drive up the system costs and increase Americans’ electricity prices. “Enough of raising electricity prices. We’re going to drive them down. Thank you.” ###

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Trump Administration Moves to Permanently End Green New Scam Appliance Mandates

WASHINGTON—U.S. Secretary of Energy Chris Wright today announced the Department of Energy (DOE) has issued a Notice of Proposed Rulemaking to permanently end home appliance and equipment mandates that raise costs and disrupt consumer choice. The proposal will update the Department’s Process Rule used to establish energy conservation standards for household appliances and equipment, including air conditioning units, gas stoves, washing and drying machines, water heaters, refrigerators, and other products Americans rely on every day. In accordance with President Donald Trump’s Executive Order, “Unleashing Prosperity through Deregulation,” the proposal will preserve consumer choice and lower costs.  “In America, you should be able to choose a dryer that dries clothes on the first try rather than one that takes multiple cycles—unfortunately, past administrations thought otherwise,” Secretary Wright said. “For too long, the American people paid the price for mandates that restricted consumer choice and drove up costs. President Trump promised to end thisnonsense and that is exactly what we are doing. This proposed rule will preserve the American people’s ability to choose home appliances and equipment that actually work — at prices they can afford. It’s called common sense.”  “From day one, the Trump Administration has offered relief to consumers, businesses, and industries through bold deregulatory action,” said Assistant Secretary of Energy (EERE) Audrey Robertson. “This proposal is about the future. It will ensure that new regulations promote affordability, preserve consumer choice, and meet the highest standards for transparency and due diligence.”   For further details, read the full text of the Notice of Proposed Rulemaking. Comments will be accepted for 30 days after publication in the Federal Register.  DOE also issued a Request for Information seeking public input on the methodologies used in developing energy conservation standards for covered products and equipment. Comments will be accepted for 60 days after

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Energy Dominance Financing Office Celebrates One Year Since Passage of the Working Families Tax Cuts Act

WASHINGTON—The U.S. Department of Energy’s (DOE) Office of Energy Dominance Financing (EDF) celebrates the one-year anniversary of President Trump’s historic Working Families Tax Cuts. Made possible by the Working Families Tax Cuts, EDF has tallied several vital wins to rebuild supply chains, lower household energy bills, and strengthen U.S. energy and industrial leadership. The Working Families Tax Cuts expanded the scope of EDF’s more than $250 billion available loan authority to support reliable and affordable energy-related investments through the revamped and renamed Energy Dominance Financing Program (EDFP). “The prior administration had policies that undermined our grid with intermittent and expensive technologies that didn’t deliver the affordable, reliable and secure energy that Americans need,” EDF Director Gregory A. Beard said. “The Working Families Tax Cuts empowered the nation with a common-sense approach to increasing the nation’s energy supply through ensuring baseload power goes to a secure and reliable grid, securing critical mineral supply chains, winning the global AI race and launching the American nuclear renaissance.” EDF is working to rapidly implement and deploy the EDFP. Over the past year, these accomplishments include: Financing America’s nuclear renaissance EDF has financed nuclear restarts and reestablished domestic manufacturing capabilities central to the Administration’s goal of reinvigorating the U.S. nuclear industrial base. As part of a national nuclear renaissance strategy, EDF recently announced a $17.5 billion conditional loan to finance long-lead time items needed to rebuild America’s commercial nuclear supply chain. This investment will accelerate the deployment of 10 large-scale commercial nuclear reactors across the United States by up to three years. The project marks a major step toward advancing President Trump’s Executive Order, Reinvigorating the Nuclear Industrial Base, by supporting the objective of having 10 new large nuclear reactors with complete designs under construction by 2030, representing over 11 GW of secure, reliable generation. EDF

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Cheap Chinese chips could offer way out of RAM price crisis, Apple suggests

Beyond the potential political ramifications, any deal would have immediate implications for enterprise IT buyers. “CIOs should focus on the risk that this strategy could introduce. Will Apple be able to thoroughly assess those chips to completely rule out the possibility of trojan horses, backdoors, and hidden functionality such as dead man switches?” asked Flavio Villanustre, CISO for the LexisNexis Risk Solutions Group. “If Apple says that they will do, to what degree of certainty? There have been rumors about hidden backdoors in chips before, such as Supermicro in 2018, ESP32 microcontroller hidden functionality in 2025, and Microsemi backdoor in 2012, to name a few.” On the naughty list? This issue gets complicated based on what the US government ultimately does. The two Chinese manufacturers figure on the Pentagon’s so-called 1260H list of “entities identified as Chinese Military Companies,” which also includes Chinese internet giants Alibaba, Baidu, and Tencent; router maker TP-Link Technologies; and drone maker DJI. Being on that list has no real consequences for the companies concerned, but the government could move them to the Department of Commerce’s Entity List, subjecting them to export licensing requirements, or make them the subject of a Section 889 clause, barring them from government procurement deals. That could sharply change the dynamics for Apple and other technology vendors seeking cheaper RAM supplies — and for their customers.

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