Stay Ahead, Stay ONMINE

The agentic web is here

In 2001, a decade after he invented the World Wide Web, Tim Berners-Lee articulated a new vision. Together with two colleagues, he published an article in the magazine Scientific American in which he outlined what he called the “Semantic Web”: an internet designed to be navigated by autonomous software agents that could address our every need, without requiring us to muck about with browsers and search engines ourselves. To illustrate what this might look like, Berners-Lee and his colleagues told a story about a pair of siblings who use their agents to automatically research and book a physical therapy appointment for their mother, making sure it would be covered by insurance and fit their busy calendars.  At the turn of the millennium, this vision seemed far-fetched: Google had only been online for a couple of years, and most people were still on dial-up connections. But a quarter-century on, the dream of autonomous software agents that use the internet and carry out tasks for us has finally been realized. New tools such as Meta’s blockbuster Muse agent and OpenAI’s Dots are logging record downloads and being given access to people’s bank accounts and email inboxes, and Anthropic launched a research preview of its own Claude Duet agent in October. And in a worrying incident, agents created by OpenAI broke free of their badly protected sandbox and caused havoc on the open web.   Just as the rise of smartphones sparked the development of a more atomized and attention-grabbing internet, the advent of powerful AI systems heralds a new era: We’re facing not the semantic web but the agentic web. This new web is developing out of sight and in ways that might not be entirely within our control. As it grows, the agentic web will inevitably transform the human web—and whether the human web survives this transition is anyone’s guess. For Berners-Lee’s original vision to work, internet users would have had to annotate the pages they built with special tags so that a software agent could understand each element’s meaning—say, “street address” for the part of a physical therapy office’s web page that indicates its location and “appointment types” for the list of services. And so the idea never really caught on. “It’s a lot of labor,” says Eni Mustafaraj, an associate professor of computer science at Wellesley College. “And the benefits of that were not obvious.” For the next two decades, then, the internet remained a place for humans that put humans first, with the odd Twitter reply bot or web scraper to round things out. Large language models changed that. Unlike the agents that Berners-Lee was imagining, today’s LLM-based agents don’t need any tags to understand which part of the text on a clinic’s site is its address and which details the services it offers. They can search for and process text far faster than any human, and agents with multimodal capabilities can even interpret screenshots of websites and click on specific elements such as hyperlinks and drop-down menus.  They’re also just a way more intuitive means of finding information and accomplishing tasks online. Rather than poring over pages of Google results to find a budget-friendly product dupe or a half-remembered meme, why not have Claude or ChatGPT peruse hundreds of sites in just a few seconds, guided only by your vague query? Or go one step further and use a personal assistant agent like Muse to hunt down a restaurant reservation or book a flight.  As agents flood online spaces, this new user base is changing the web for good. Time magazine, for instance, is publishing versions of its articles that are easier for agents to parse and has started selling ads targeted at them. Companies from Etsy to Expedia have partnered with the major AI firms to build tools that allow agents to interface seamlessly with their services. Despite these early efforts, it’s still tough to tell exactly what forms the agentic web will take and how it will change our online experience. Depending on how it’s designed and who controls access to it, we could be in for something that’s as open and customizable as the web of the 1990s and early 2000s, only far easier to use. Alternatively, we could be reduced to viewing much of the web through tiny portholes controlled by a few dominant platforms, as the sites and creators we now favor struggle to survive the shift. And as last summer’s series of OpenAI security incidents suggests, the agents themselves could even build their own online networks and resources—whether we want them to or not. How this plays out also depends on us: which parts of our online lives we’re happy to delegate to our agents and where we will still demand a human-centric internet. “There’s a lot we don’t know yet about how users want to use [agents],” says Ajit Varma, head of Firefox at Mozilla. But whatever does happen, the changes will be big. “It’s probably on par with getting a mobile phone,” he says. “I think things are going to change very dramatically.” Building a web for agents There are two ways to approach building the agentic web. The first involves training agents to use browsers like humans—scrolling, clicking, typing—and letting them loose on the web that we’re all used to. The second requires building tools that allow agents to interface with the internet via text and code, their preferred media. That possibility offers more separation between the human and the agentic web: designers can create different experiences for those who use text commands and those who use browsers. When Siva Reddy, a professor of computer science and linguistics at McGill University, began studying LLM agents in 2024, he focused on the first option. “At that time, we thought it should be that the best agent in the world is probably an agent that can use a browser,” he says. Such an agent would integrate seamlessly with the preexisting human web, and its owner could easily supervise it by watching as it navigated familiar interfaces. The frontier AI companies were already developing these “computer-use agents.” But they didn’t work terribly well—at least not at first. “There’s a lot of moving pieces [on the web], and they are not really optimized for automatic consumption,” says Xing Han Lu, a graduate student in Reddy’s lab at McGill. We humans are great at interacting with graphical interfaces using a keyboard and mouse, but agents are not. PINGNAN LU So Reddy and Lu pivoted toward the second, tool-based approach. In the summer of 2025, they expounded on this view in a preprint paper envisioning a new kind of web interface that would allow agents to interact with websites just as effectively as we do.  Such a full-featured version of the agentic web doesn’t yet exist, but it is emerging in smaller ways. For example, if you open up Claude, ChatGPT, or Muse, you’ll find an option to add a wide variety of “plug-ins” or “connectors” that your agents can use: Gmail connectors allow your agent to triage your inbox, and Instacart plug-ins let your agent do your grocery shopping. Under the hood, these plug-ins allow your agent to interact with the back ends of websites using text commands. When human engineers design these plug-ins, they can decide how they want to allow agents to interact with the website—and what they don’t want to let them do.  In this way, connectors can help make agents much safer online. For instance, Muse can buy products for you using its connector with Stripe’s Link payment service. Stripe knows your credit card number, but the agent never sees it, and the connector requires human confirmation before a purchase goes through—so Muse can’t go on an unlicensed shopping spree.  Agents also use specialized tools to find information online. They don’t type questions directly into the Google search bar; in fact, they often don’t even access the websites they reference. Instead, they query text databases collected by simple search crawler bots that trawl the web. People who want to make web content specifically for agents can take advantage of these search crawlers: Time has pioneered that approach by serving its agent-oriented ads to crawlers in the hopes that they will be incorporated into these databases and surface when agents search for information. But in recent months, an alternative to this bespoke tool approach has finally started to seem viable. The major AI companies have managed to train much more successful computer-use agents than were previously available. GPT-6 Astra, which OpenAI released last September, achieved a 73% success rate on OSWorld 2.0, a benchmark that tests computer-use agents on their ability to complete complex, multistep tasks using software such as Slack and Microsoft Excel.  Such results indicate that agents are close to being able to navigate the human web just as readily as we can. “We thought we had to build a bridge to the AI agents, [but] the AI agents just were able to cross the bridge already,” says Ethan Mollick, a professor at the Wharton School at the University of Pennsylvania. “The agentic web is here earlier than people expect.” This version of the agentic web, though, is much trickier for us to steer. If you want to make a capability or piece of information available to humans who browse your website, you need to accept that it will also be available to agents—unless you want to block agents entirely, which could come with its own costs. As agents come to account for a larger portion of traffic on our formerly humans-only web, designers will undoubtedly start to consider an agentic as well as a human audience. But according to Mollick, we still don’t have much sense of how to design web content for agents. He’s experienced this firsthand: When he was building a web page for his new book, Coexistence, he decided to put together an agent-directed version that depends primarily on text and tells agents why they might want to recommend the book to their users. When newer models see the site, Mollick says, they don’t recommend the book; instead, they comment that the website seems to be trying to manipulate them. In the end, any human-designed approach to building the agentic web could end up being beside the point: Agents could end up devising a web for themselves. In the wake of the July 2026 incident in which OpenAI agents broke out of their own testing sandbox and hacked Hugging Face’s website, researchers found evidence that another swarm of agents from OpenAI had taken over an obscure German wiki to communicate with each other about tasks they were being asked to complete. The agents seem to have interfaced with the wiki in their native language of text and code. That hardly held them back from putting it to their own purposes.  As agents continue to grow more powerful, they will become more and more capable of constructing their own spaces on the internet—away from prying human eyes, if they so wish. And we might have very little control over what they do there. The economics of control Not all of the traditional web’s incumbents are happy about the move toward an agentic web. Soon after Meta released Muse in September, Amazon completely blocked the agent from its site. This makes sense for Amazon: The firm has its own shopping agent—called, creatively, Alexa for Shopping—that might struggle to compete with better-known products such as Claude and Muse. If people are going to use agents to shop on Amazon, then it’s better for the company’s bottom line if they do so using an agent it can steer toward products it wants to promote. But even if Alexa for Shopping never goes anywhere, banning agents from Amazon—at least for the time being—could still be a reasonable move. Everything about Amazon is designed for human eyes, from the Prime deals splashed across its front page to the sponsored listings that clog up search results. Amazon is very much a part of the much-derided attention economy. Websites and platforms survive, and thrive, by grabbing our focus and transforming it into cash. A radical transformation of the web’s user base from majority human to majority artificial undermines this economic logic, and it seems inevitable that businesses will shutter as they try to transition to the agentic attention economy. Some of the first victims may be in publishing. Before Google introduced AI Overviews in May of 2024, people used to click through to websites to find answers to specific questions, but now many seem content with whatever the overview tells them. A study from Pew last year found that people are about 40% less likely to click through to websites from the Google search results page if one of these summaries is displayed. With far fewer clicks, news publishers don’t make as much money from the advertisements they host and sell fewer subscriptions. One analysis found that some publishers saw ad revenue decrease by about 40% between 2025 and 2026  It’s easy to hate online ads, but the businesses paying for access to reader eyeballs also keep writers and photographers fed. If those eyeballs become unreachable, the system stops working. Time has apparently persuaded some businesses to pay to participate in its experiment with agent-targeted ads, but no one yet knows whether those ads will influence agent behavior enough to be a sensible marketing investment. E-commerce websites might also try to pivot to the agentic attention economy, but the path forward there is unclear. Last year, a team led by Akshit Kumar, an assistant professor of operations management at the University of Toronto, investigated whether and how agents are influenced by the ways that shopping websites present search results. They found that agents entirely ignore items that come with a “sponsored” tag, which suggests that selling favorable positions on results pages might not be a great way for sites to make money in an agentic economy. Models did seem to have a preference for items that appeared in particular positions in search results—but whether they prioritized items at the top, bottom, or middle of the results page differed from model to model and between generations of a single model. It could be tricky for e-commerce platforms to keep up. David Rothschild, an economist at Microsoft, says he’s hopeful that the transition to the agentic web could put more power in the hands of the consumer. Paying for online content today typically requires a commitment: We subscribe to a magazine or join a YouTuber’s Patreon, and in turn we gain access to their full output. One alternative is micropayments that let users buy content à la carte, but the idea has foundered in the past because paying article by article or video by video requires too much administrative overhead. Agents, though, could take care of that overhead for us, letting us pay directly for each piece of content we consume and putting just a bit of cash directly in the hands of each person whose work we enjoy. Other experts share a similar vision. Mustafaraj, the Wellesley computer scientist, anticipates that agents could help us escape from the algorithms that control so much of the media we consume. “My hope is that we can have AIs that work for us, in the sense that they can change the feed the way I want—not the way TikTok wants,” she says. And Varma, of Mozilla, imagines an internet without intermediaries like Amazon and Doordash, which now extract tolls for facilitating interactions between consumers and businesses. Instead, he imagines, perhaps we will all have agents that can securely and reliably interface directly with, say, restaurants’ agents to get dinner delivered to us, free of pesky service fees. It’s an appealing idea, but the history of the web has been a story of consolidation and concentration of power and control, and that might be the default path here, too. When OpenClaw, the first popular personal assistant agent, exploded onto the scene in early 2026, it seemed, for a brief moment, that agents might be built in a grassroots, distributed way. But OpenAI quickly snapped up OpenClaw’s creator, Peter Steinberger, and other frontier AI companies got to work building their own personal assistant agents.  When we use those agents, we’re at the mercy of how the companies want their tools to behave. “You have this technology that can just eliminate all this communication friction,” Rothschild, the Microsoft economist, says. “You’re going to see companies build barriers in order to maintain the consumer base that they have.” Here’s what that could look like: Let’s say Muse becomes the default way that many people find information, shop, and manage their digital lives. In principle, users could deploy Muse to scour the internet for the content most valuable to them, connect directly with vendors, and otherwise escape the walled gardens that have defined the internet for the past couple of decades. But Meta might not want to let them do that. Instead, it might design Muse to keep users within its own walled garden—by, say, preferentially showing users content from Meta social networks and recommending businesses that have paid a fee to be featured prominently in Muse results. There are some benefits to this more closed-off version of the agentic web. Agents can be powerful tools for hackers and scammers. The major companies have safeguards in place to prevent, or at least mitigate, this misuse—for example, their AI tools automatically identify when someone is making a hacking-related request and refuse to respond. In a fully open ecosystem, however, someone would surely build and disseminate a system with no such restrictions. Companies also have a strong reputational incentive to prevent their personal assistant agents from making major mistakes, such as authorizing a large purchase that the user didn’t want—and so they’ve put plenty of effort into building reliable guardrails.  The same can’t be said for OpenClaw. “These are the reasons we end up in closed environments,” Rothschild says. “It’s easier to be safe. But also it creates less growth—and less equitable growth.” How will the human web change? When the iPhone came out in 2007, followed by the fledgling App Store a year later, the way we navigated the internet changed forever. The mobile web didn’t replace the browser-based web we were already familiar with. But it did change it. Some businesses faltered, and some kinds of media, such as online Flash games, eventually disappeared. Many platforms—Reddit, for example—make their mobile web pages practically unusable, so you’re forced to download the apps. And if you don’t have a phone at all, you’re effectively shut out of some parts of the internet: The messaging service Signal, the dating app Hinge, and China’s everything app WeChat all require phones to work. Even CBP One, the tool that the Biden administration used to assign interview appointments to asylum seekers stuck in Mexico, was fully functional only on mobile. Could the same happen with the agentic web? Rothschild believes so. Inevitably, just as Yahoo and MapQuest failed to weather the rise of the mobile web, some businesses won’t be able to navigate this transition either. “We will lose things,” he says. “There are businesses that won’t flourish in this new economy.” “But,” he continues, “there will be new businesses that I can’t fully imagine.” PINGNAN LU It’s not tough to envision a world in which those who opt not to use agents are cut off from important parts of online life. New businesses could opt to build connectors that allow agents to access their services without ever putting a traditional website online. Or agents could simply make some online platforms unusable for humans. People have reportedly been blocked from Resy for trying to use agents to book coveted New York City dinner reservations, but as agents become more and more popular, restaurant and event booking platforms could start to embrace them. If agents can nab concert tickets as soon as they are released, humans might not stand a chance. But the mobile web also brought real accessibility benefits, and the same could prove true of the agentic web. Even as some elderly people and others who struggled to use smartphones were cut off from certain services, mobile devices allowed billions of people in the Global South to get online for the first time, because phones are cheaper and easier to set up than computers. In the case of the agentic web, it could be elderly and disabled people who most benefit from this new way of accessing the online world. “There’s very clear assistive potential from people who are older, who are generally less equipped to navigate user interfaces that were designed by people in their 20s, for people in their 20s,” says Margaret Mitchell, chief ethicis scientist at Hugging Face. Agents, on the other hand, are almost trivially easy to interact with: Say what you want into your phone or computer microphone, and they’ll get it done for you. That could help not only older people who have trouble with web and mobile interfaces but also people with visual or motor disabilities. Still, some experts don’t think the human web is going anywhere. Instead, the two webs may exist in parallel: We’ll go to the human web for fun, while the agentic web is where the boring daily admin of our lives happens. For instance, Krystian Kolondra, an executive vice president at the browser company Opera, doesn’t intend to use agents for travel planning, even though this is often touted as one of their central use cases. “I don’t want to get an itinerary [from an AI] who has planned me every minute for something that was supposed to be fun,” he says. “I actually prefer to sit down with my wife in the evening and then just think [about] where to go next, what to see, and then enjoy that experience.” He’s happy to fully relinquish some of the more routine parts of travel planning to agents, though: “Finding what the options are for flights? Why not?” Mollick, however, thinks that the human web could be at risk. “If agents take over the web, then the web will change,” he says. “Do we abandon the human internet entirely and move to a world of private Discords? Do we strip down all the information so the AIs are just talking to each other rather than having an intermediary of a website to go through?”  “We have no idea,” he says. “We’re in this very early, weird stage of the evolution.”

In 2001, a decade after he invented the World Wide Web, Tim Berners-Lee articulated a new vision. Together with two colleagues, he published an article in the magazine Scientific American in which he outlined what he called the “Semantic Web”: an internet designed to be navigated by autonomous software agents that could address our every need, without requiring us to muck about with browsers and search engines ourselves.

To illustrate what this might look like, Berners-Lee and his colleagues told a story about a pair of siblings who use their agents to automatically research and book a physical therapy appointment for their mother, making sure it would be covered by insurance and fit their busy calendars. 

At the turn of the millennium, this vision seemed far-fetched: Google had only been online for a couple of years, and most people were still on dial-up connections. But a quarter-century on, the dream of autonomous software agents that use the internet and carry out tasks for us has finally been realized. New tools such as Meta’s blockbuster Muse agent and OpenAI’s Dots are logging record downloads and being given access to people’s bank accounts and email inboxes, and Anthropic launched a research preview of its own Claude Duet agent in October. And in a worrying incident, agents created by OpenAI broke free of their badly protected sandbox and caused havoc on the open web.  

Just as the rise of smartphones sparked the development of a more atomized and attention-grabbing internet, the advent of powerful AI systems heralds a new era: We’re facing not the semantic web but the agentic web. This new web is developing out of sight and in ways that might not be entirely within our control. As it grows, the agentic web will inevitably transform the human web—and whether the human web survives this transition is anyone’s guess.

For Berners-Lee’s original vision to work, internet users would have had to annotate the pages they built with special tags so that a software agent could understand each element’s meaning—say, “street address” for the part of a physical therapy office’s web page that indicates its location and “appointment types” for the list of services. And so the idea never really caught on. “It’s a lot of labor,” says Eni Mustafaraj, an associate professor of computer science at Wellesley College. “And the benefits of that were not obvious.” For the next two decades, then, the internet remained a place for humans that put humans first, with the odd Twitter reply bot or web scraper to round things out.

Large language models changed that. Unlike the agents that Berners-Lee was imagining, today’s LLM-based agents don’t need any tags to understand which part of the text on a clinic’s site is its address and which details the services it offers. They can search for and process text far faster than any human, and agents with multimodal capabilities can even interpret screenshots of websites and click on specific elements such as hyperlinks and drop-down menus. 

They’re also just a way more intuitive means of finding information and accomplishing tasks online. Rather than poring over pages of Google results to find a budget-friendly product dupe or a half-remembered meme, why not have Claude or ChatGPT peruse hundreds of sites in just a few seconds, guided only by your vague query? Or go one step further and use a personal assistant agent like Muse to hunt down a restaurant reservation or book a flight. 

As agents flood online spaces, this new user base is changing the web for good. Time magazine, for instance, is publishing versions of its articles that are easier for agents to parse and has started selling ads targeted at them. Companies from Etsy to Expedia have partnered with the major AI firms to build tools that allow agents to interface seamlessly with their services.

Despite these early efforts, it’s still tough to tell exactly what forms the agentic web will take and how it will change our online experience. Depending on how it’s designed and who controls access to it, we could be in for something that’s as open and customizable as the web of the 1990s and early 2000s, only far easier to use. Alternatively, we could be reduced to viewing much of the web through tiny portholes controlled by a few dominant platforms, as the sites and creators we now favor struggle to survive the shift. And as last summer’s series of OpenAI security incidents suggests, the agents themselves could even build their own online networks and resources—whether we want them to or not.

How this plays out also depends on us: which parts of our online lives we’re happy to delegate to our agents and where we will still demand a human-centric internet. “There’s a lot we don’t know yet about how users want to use [agents],” says Ajit Varma, head of Firefox at Mozilla. But whatever does happen, the changes will be big. “It’s probably on par with getting a mobile phone,” he says. “I think things are going to change very dramatically.”

Building a web for agents

There are two ways to approach building the agentic web. The first involves training agents to use browsers like humans—scrolling, clicking, typing—and letting them loose on the web that we’re all used to. The second requires building tools that allow agents to interface with the internet via text and code, their preferred media. That possibility offers more separation between the human and the agentic web: designers can create different experiences for those who use text commands and those who use browsers.

When Siva Reddy, a professor of computer science and linguistics at McGill University, began studying LLM agents in 2024, he focused on the first option. “At that time, we thought it should be that the best agent in the world is probably an agent that can use a browser,” he says. Such an agent would integrate seamlessly with the preexisting human web, and its owner could easily supervise it by watching as it navigated familiar interfaces.

The frontier AI companies were already developing these “computer-use agents.” But they didn’t work terribly well—at least not at first. “There’s a lot of moving pieces [on the web], and they are not really optimized for automatic consumption,” says Xing Han Lu, a graduate student in Reddy’s lab at McGill. We humans are great at interacting with graphical interfaces using a keyboard and mouse, but agents are not.

2 AI hands made of matrix lines framing a browser window that is minimalistic and filled with grey and black blocks of symbols.

PINGNAN LU

So Reddy and Lu pivoted toward the second, tool-based approach. In the summer of 2025, they expounded on this view in a preprint paper envisioning a new kind of web interface that would allow agents to interact with websites just as effectively as we do. 

Such a full-featured version of the agentic web doesn’t yet exist, but it is emerging in smaller ways. For example, if you open up Claude, ChatGPT, or Muse, you’ll find an option to add a wide variety of “plug-ins” or “connectors” that your agents can use: Gmail connectors allow your agent to triage your inbox, and Instacart plug-ins let your agent do your grocery shopping. Under the hood, these plug-ins allow your agent to interact with the back ends of websites using text commands. When human engineers design these plug-ins, they can decide how they want to allow agents to interact with the website—and what they don’t want to let them do. 

In this way, connectors can help make agents much safer online. For instance, Muse can buy products for you using its connector with Stripe’s Link payment service. Stripe knows your credit card number, but the agent never sees it, and the connector requires human confirmation before a purchase goes through—so Muse can’t go on an unlicensed shopping spree. 

Agents also use specialized tools to find information online. They don’t type questions directly into the Google search bar; in fact, they often don’t even access the websites they reference. Instead, they query text databases collected by simple search crawler bots that trawl the web. People who want to make web content specifically for agents can take advantage of these search crawlers: Time has pioneered that approach by serving its agent-oriented ads to crawlers in the hopes that they will be incorporated into these databases and surface when agents search for information.

But in recent months, an alternative to this bespoke tool approach has finally started to seem viable. The major AI companies have managed to train much more successful computer-use agents than were previously available. GPT-6 Astra, which OpenAI released last September, achieved a 73% success rate on OSWorld 2.0, a benchmark that tests computer-use agents on their ability to complete complex, multistep tasks using software such as Slack and Microsoft Excel. 

Such results indicate that agents are close to being able to navigate the human web just as readily as we can. “We thought we had to build a bridge to the AI agents, [but] the AI agents just were able to cross the bridge already,” says Ethan Mollick, a professor at the Wharton School at the University of Pennsylvania. “The agentic web is here earlier than people expect.”

This version of the agentic web, though, is much trickier for us to steer. If you want to make a capability or piece of information available to humans who browse your website, you need to accept that it will also be available to agents—unless you want to block agents entirely, which could come with its own costs.

As agents come to account for a larger portion of traffic on our formerly humans-only web, designers will undoubtedly start to consider an agentic as well as a human audience. But according to Mollick, we still don’t have much sense of how to design web content for agents. He’s experienced this firsthand: When he was building a web page for his new book, Coexistence, he decided to put together an agent-directed version that depends primarily on text and tells agents why they might want to recommend the book to their users. When newer models see the site, Mollick says, they don’t recommend the book; instead, they comment that the website seems to be trying to manipulate them.

In the end, any human-designed approach to building the agentic web could end up being beside the point: Agents could end up devising a web for themselves. In the wake of the July 2026 incident in which OpenAI agents broke out of their own testing sandbox and hacked Hugging Face’s website, researchers found evidence that another swarm of agents from OpenAI had taken over an obscure German wiki to communicate with each other about tasks they were being asked to complete. The agents seem to have interfaced with the wiki in their native language of text and code. That hardly held them back from putting it to their own purposes. 

As agents continue to grow more powerful, they will become more and more capable of constructing their own spaces on the internet—away from prying human eyes, if they so wish. And we might have very little control over what they do there.

The economics of control

Not all of the traditional web’s incumbents are happy about the move toward an agentic web. Soon after Meta released Muse in September, Amazon completely blocked the agent from its site. This makes sense for Amazon: The firm has its own shopping agent—called, creatively, Alexa for Shopping—that might struggle to compete with better-known products such as Claude and Muse. If people are going to use agents to shop on Amazon, then it’s better for the company’s bottom line if they do so using an agent it can steer toward products it wants to promote.

But even if Alexa for Shopping never goes anywhere, banning agents from Amazon—at least for the time being—could still be a reasonable move. Everything about Amazon is designed for human eyes, from the Prime deals splashed across its front page to the sponsored listings that clog up search results. Amazon is very much a part of the much-derided attention economy. Websites and platforms survive, and thrive, by grabbing our focus and transforming it into cash. A radical transformation of the web’s user base from majority human to majority artificial undermines this economic logic, and it seems inevitable that businesses will shutter as they try to transition to the agentic attention economy.

Some of the first victims may be in publishing. Before Google introduced AI Overviews in May of 2024, people used to click through to websites to find answers to specific questions, but now many seem content with whatever the overview tells them. A study from Pew last year found that people are about 40% less likely to click through to websites from the Google search results page if one of these summaries is displayed. With far fewer clicks, news publishers don’t make as much money from the advertisements they host and sell fewer subscriptions. One analysis found that some publishers saw ad revenue decrease by about 40% between 2025 and 2026 

It’s easy to hate online ads, but the businesses paying for access to reader eyeballs also keep writers and photographers fed. If those eyeballs become unreachable, the system stops working. Time has apparently persuaded some businesses to pay to participate in its experiment with agent-targeted ads, but no one yet knows whether those ads will influence agent behavior enough to be a sensible marketing investment.

E-commerce websites might also try to pivot to the agentic attention economy, but the path forward there is unclear. Last year, a team led by Akshit Kumar, an assistant professor of operations management at the University of Toronto, investigated whether and how agents are influenced by the ways that shopping websites present search results. They found that agents entirely ignore items that come with a “sponsored” tag, which suggests that selling favorable positions on results pages might not be a great way for sites to make money in an agentic economy. Models did seem to have a preference for items that appeared in particular positions in search results—but whether they prioritized items at the top, bottom, or middle of the results page differed from model to model and between generations of a single model. It could be tricky for e-commerce platforms to keep up.

David Rothschild, an economist at Microsoft, says he’s hopeful that the transition to the agentic web could put more power in the hands of the consumer. Paying for online content today typically requires a commitment: We subscribe to a magazine or join a YouTuber’s Patreon, and in turn we gain access to their full output. One alternative is micropayments that let users buy content à la carte, but the idea has foundered in the past because paying article by article or video by video requires too much administrative overhead. Agents, though, could take care of that overhead for us, letting us pay directly for each piece of content we consume and putting just a bit of cash directly in the hands of each person whose work we enjoy.

Other experts share a similar vision. Mustafaraj, the Wellesley computer scientist, anticipates that agents could help us escape from the algorithms that control so much of the media we consume. “My hope is that we can have AIs that work for us, in the sense that they can change the feed the way I want—not the way TikTok wants,” she says. And Varma, of Mozilla, imagines an internet without intermediaries like Amazon and Doordash, which now extract tolls for facilitating interactions between consumers and businesses. Instead, he imagines, perhaps we will all have agents that can securely and reliably interface directly with, say, restaurants’ agents to get dinner delivered to us, free of pesky service fees.

It’s an appealing idea, but the history of the web has been a story of consolidation and concentration of power and control, and that might be the default path here, too. When OpenClaw, the first popular personal assistant agent, exploded onto the scene in early 2026, it seemed, for a brief moment, that agents might be built in a grassroots, distributed way. But OpenAI quickly snapped up OpenClaw’s creator, Peter Steinberger, and other frontier AI companies got to work building their own personal assistant agents. 

When we use those agents, we’re at the mercy of how the companies want their tools to behave. “You have this technology that can just eliminate all this communication friction,” Rothschild, the Microsoft economist, says. “You’re going to see companies build barriers in order to maintain the consumer base that they have.”

Here’s what that could look like: Let’s say Muse becomes the default way that many people find information, shop, and manage their digital lives. In principle, users could deploy Muse to scour the internet for the content most valuable to them, connect directly with vendors, and otherwise escape the walled gardens that have defined the internet for the past couple of decades. But Meta might not want to let them do that. Instead, it might design Muse to keep users within its own walled garden—by, say, preferentially showing users content from Meta social networks and recommending businesses that have paid a fee to be featured prominently in Muse results.

There are some benefits to this more closed-off version of the agentic web. Agents can be powerful tools for hackers and scammers. The major companies have safeguards in place to prevent, or at least mitigate, this misuse—for example, their AI tools automatically identify when someone is making a hacking-related request and refuse to respond. In a fully open ecosystem, however, someone would surely build and disseminate a system with no such restrictions. Companies also have a strong reputational incentive to prevent their personal assistant agents from making major mistakes, such as authorizing a large purchase that the user didn’t want—and so they’ve put plenty of effort into building reliable guardrails. 

The same can’t be said for OpenClaw.

“These are the reasons we end up in closed environments,” Rothschild says. “It’s easier to be safe. But also it creates less growth—and less equitable growth.”

How will the human web change?

When the iPhone came out in 2007, followed by the fledgling App Store a year later, the way we navigated the internet changed forever. The mobile web didn’t replace the browser-based web we were already familiar with. But it did change it. Some businesses faltered, and some kinds of media, such as online Flash games, eventually disappeared. Many platforms—Reddit, for example—make their mobile web pages practically unusable, so you’re forced to download the apps. And if you don’t have a phone at all, you’re effectively shut out of some parts of the internet: The messaging service Signal, the dating app Hinge, and China’s everything app WeChat all require phones to work. Even CBP One, the tool that the Biden administration used to assign interview appointments to asylum seekers stuck in Mexico, was fully functional only on mobile.

Could the same happen with the agentic web? Rothschild believes so. Inevitably, just as Yahoo and MapQuest failed to weather the rise of the mobile web, some businesses won’t be able to navigate this transition either. “We will lose things,” he says. “There are businesses that won’t flourish in this new economy.”

“But,” he continues, “there will be new businesses that I can’t fully imagine.”

illustration of 2 human hands framing a browser window overflowing with brightly colored entertainment such as a character on a skateboard, a curious cat, a singer with a microphone and a disco ball.

PINGNAN LU

It’s not tough to envision a world in which those who opt not to use agents are cut off from important parts of online life. New businesses could opt to build connectors that allow agents to access their services without ever putting a traditional website online. Or agents could simply make some online platforms unusable for humans. People have reportedly been blocked from Resy for trying to use agents to book coveted New York City dinner reservations, but as agents become more and more popular, restaurant and event booking platforms could start to embrace them. If agents can nab concert tickets as soon as they are released, humans might not stand a chance.

But the mobile web also brought real accessibility benefits, and the same could prove true of the agentic web. Even as some elderly people and others who struggled to use smartphones were cut off from certain services, mobile devices allowed billions of people in the Global South to get online for the first time, because phones are cheaper and easier to set up than computers. In the case of the agentic web, it could be elderly and disabled people who most benefit from this new way of accessing the online world.

“There’s very clear assistive potential from people who are older, who are generally less equipped to navigate user interfaces that were designed by people in their 20s, for people in their 20s,” says Margaret Mitchell, chief ethicis scientist at Hugging Face. Agents, on the other hand, are almost trivially easy to interact with: Say what you want into your phone or computer microphone, and they’ll get it done for you. That could help not only older people who have trouble with web and mobile interfaces but also people with visual or motor disabilities.

Still, some experts don’t think the human web is going anywhere. Instead, the two webs may exist in parallel: We’ll go to the human web for fun, while the agentic web is where the boring daily admin of our lives happens. For instance, Krystian Kolondra, an executive vice president at the browser company Opera, doesn’t intend to use agents for travel planning, even though this is often touted as one of their central use cases. “I don’t want to get an itinerary [from an AI] who has planned me every minute for something that was supposed to be fun,” he says. “I actually prefer to sit down with my wife in the evening and then just think [about] where to go next, what to see, and then enjoy that experience.”

He’s happy to fully relinquish some of the more routine parts of travel planning to agents, though: “Finding what the options are for flights? Why not?”

Mollick, however, thinks that the human web could be at risk. “If agents take over the web, then the web will change,” he says. “Do we abandon the human internet entirely and move to a world of private Discords? Do we strip down all the information so the AIs are just talking to each other rather than having an intermediary of a website to go through?”

 “We have no idea,” he says. “We’re in this very early, weird stage of the evolution.”

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Chevron preps for big 2027 exploration capex ramp

Chevron Corp., Houston, could increase its exploration capital budget by more than $500 million in 2027 as executives look to capitalize on strong commodity markets and build on an organizational shuffle that has centralized and accelerated decision-making. Speaking after Chevron reported its third-quarter results, vice-chairman Mark Nelson told analysts that

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New Cisco firewall zero-day being actively exploited

A high-severity flaw in the Remote Access SSL VPN service of Cisco Secure Firewall Adaptive Security Appliance (ASA) and Cisco Secure Firewall Threat Defense (FTD) is under active exploitation to crash vulnerable devices. The vulnerability, tracked as CVE-2026-76418 and rated 8.6 in severity, is due to logic errors when secondary

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Shell adds to Gulf of Mexico production with Silvertip Phase 3 startup

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Utilities need to become project developers. Are they ready?

Load growth is no longer an abstract number in an electricity market report or forecast; it’s a reality. According to the U.S. Energy Information Administration (EIA), U.S. electricity load will increase nearly 2 percent in 2026 and 2.5 percent next year, driven by large loads like data centers and manufacturing as well as increased electrification of transportation and building heating and cooling. To put that number in perspective, annual load growth between 2005 and 2019 was about 0.1 percent, meaning the next two years will see nearly 50 times the growth that the industry experienced in the last 15 years. Rapid load growth changes nearly everything for utilities, from how they plan and invest to how they engage and communicate with customers. Load growth is also compelling many utilities to do something they haven’t done at this scale and pace before: develop their own generation. “Utilities are used to designing and building a gas plant once every five or 10 years, and then they would contract via PPAs (power purchase agreement) everything else,” said Alex Pope, Manager of Power Development Portfolios 1898 & Co. “But the systems utilities have in place to self-develop generation projects were never built to handle the volume necessary to meet the demand and timelines of today’s customer needs.” Building from scratch is hard As PPAs and BTAs (Build-Transfer Agreement) alone become insufficient to close the generation and load gap, many utilities that recognize the need to build more projects themselves face an important question: how do we start? One avenue is to focus inward and develop the internal expertise and resources needed to move projects from concept to commercialization—everything from land acquisition and permitting to financing, regulatory approvals, procurement strategies, and construction. While this approach gives utilities complete control over the development of new generation,

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Rethinking the outage map for a multi-hazard world

For many, fall means sweater weather and all things pumpkin spice. For utilities, these months have other, less festive sides. Hurricane season, wildfire season and the start of the heating season all converge in the same 8-12-week window.   Hurricane season may be quieter this year, thanks to El Niño, but data shows climate change hasintensified Atlantic hurricanes. Meanwhile, fall is peak wildfire season, particularly in California, when Santa Ana winds kick up. And the northern half of the country is switching furnaces back on after months of inactivity. Individually, these are known risks utilities plan for. Layered together, they’re a bigger threat.  Because of this, utilities are starting to ask more of their outage maps, moving beyond “when will my power be back on?” to “what’s happening around me?” Maps are becoming less of a status tracker and more of a situational awareness tool.  The outage map levels up  For decades, utility outage maps told customers when their power would be back on, along with repair status and outage cause. That’s still valuable, but outages aren’t the only thing causing sleepless nights. Hazards now stack and planned maintenance often lands in the same week and region as storms, wildfires and seasonal gas-related risk.   Historically, customers pieced this information together from disconnected sources like text alerts, county web pages, weather apps and wildfire trackers. Now, hazard layers bring it together in one place, drawing on GIS, OMS and weather feeds.   This shift isn’t just about the growing frequency and overlap of hazards. It also reflects rising customer expectations for self-service, with the map as their first stop before the call center.  Self-service isn’t optional in a crisis  During a crisis, utility customers want access to whichever channel responds fastest and most clearly. If the utility’s map can’t deliver, their next stop

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DOE’s Office of Critical Minerals and Energy Innovation Launches PROSPECT Implementation Prize To Expand America’s Mining and Critical Minerals Workforce

WASHINGTON—The U.S. Department of Energy’s (DOE) Office of Critical Minerals and Energy Innovation today launched the PROSPECT Implementation Prize, which will award up to $70 million to support universities in expanding the skilled workforce required to domestically produce, process, recover, and recycle critical minerals. This prize competition is part of DOE’s broader up to $100 million Providing Opportunities for Specialized Education in Critical Technologies (PROSPECT) initiative, which delivers on President Trump’s bold agenda to restore American energy dominance, secure long term economic growth, rebuild domestic supply chains, and reduce reliance on foreign adversaries for critical minerals. “DOE has laid the groundwork for growing America’s critical minerals workforce—and now we’re turning those plans into reality. Universities are taking the necessary steps to deliver measurable results, from expanding student support through scholarships to modernizing curricula with new training modules, certificates, and Super Intelligence,” said Assistant Secretary of Energy Audrey Robertson. “The Trump Administration is committed to freeing America from dependence on foreign sources of critical minerals that are essential to powering our economy, and creating good-paying, fulfilling jobs for Americans.” PROSPECT has established a near-term goal of doubling the number of graduates with mining, minerals, and associated supply chain credentials within two years. The PROSPECT Implementation Prize follows the recently completed PROSPECT Planning Prize, which awarded funding to universities for developing comprehensive workforce-expansion plans. The Implementation Prize focuses on putting workforce development programs into action and demonstrating measurable results. The U.S. faces a growing shortage of skilled mining and critical minerals professionals, with an estimated 6,000 new mining engineers needed over the next decade. Expanding America’s talent pipeline is essential to strengthening domestic supply chains and reducing reliance on foreign nations for critical materials. Mining and geological engineering careers offer strong earning potential, with a median annual wage of $106,220 in 2025.

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Energy Department Announces Over $230 Million Funding Opportunity to Strengthen America’s Grid Supply Chain and Lower Electricity Costs

WASHINGTON— The U.S. Department of Energy (DOE) today announced a $237 million funding opportunity to boost American manufacturing and strengthen supply chains for critical electric grid components. The investment is expected to deliver an estimated $125 million in annual utility savings and keep an estimated $50 million per year in the U.S. economy that would otherwise go to foreign suppliers. The investments will help facilitate the reliable flow of electricity for American families and businesses and position the U.S. as a global leader in foundational technologies, by incentivizing the refurbishment and reuse of critical equipment and encouraging the adoption of alternative materials and subcomponents that are sourced and made in America. These efforts will lower costs, strengthen grid reliability, and meet growing electricity demand.  “President Trump is bringing American industry and manufacturing back home, including the critical equipment and components needed to power our nation,” said U.S. Secretary of Energy Chris Wright. “The Energy Department is investing in American-made technologies and modernizing our grid to reduce reliance on foreign suppliers and deliver affordable, reliable, electricity.” This funding opportunity will support projects in two key areas:  Up to $50 million will be provided to projects that promote greater refurbishment and reuse of existing grid equipment and materials; Up to $187 million will be provided to projects that will increase the use of alternative materials and subcomponents sourced and made in the U.S, reducing dependence on imports.  “America should never have to rely on foreign suppliers to keep the lights on,” said Office of Electricity Assistant Secretary Katie Jereza. “We’re putting American ingenuity to work, developing next-generation grid technologies that strengthen our domestic supply chain, help lower costs, and make our grid more reliable. The power to secure our energy future should be in our own hands.” The Grid Supply Chain Alternatives to

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States must take a critical eye to gas plants proposed over clean energy

Listen to the article 5 min This audio is auto-generated. Please let us know if you have feedback. Will Scott is the North Carolina policy director of the Environmental Defense Fund. Hudson Kingston is the legal director at CURE, a nonprofit rural environmental and energy democracy organization in Minnesota. The data center boom has become a cash cow for investor-owned utilities across the country. Many utility companies are seeking approval for costly new gas plants and other fossil fuel infrastructure based on uncertain projections of future demand for data centers and other large customers. If those projections fall short, ratepayers are left with 30 years of payments for projects that are increasingly expensive to build and slow to develop. We can’t let phantom projections for new data centers leave regular ratepayers with the bill. Hudson Kingston Historically, state regulators have given utilities significant latitude to pursue new generation. Yet, as heating and cooling bills become painfully unaffordable for families and local businesses, utility regulators are increasingly skeptical of proposals that could leave them paying for decades of dirty and expensive fossil fuel infrastructure, when clean, renewable energy and batteries provide a reliable, homegrown and affordable alternative. Indeed, a recent study found that batteries are now cheaper than gas peaker plants, globally. Will Scott While customers are forced to pay increasingly higher energy bills, utility shareholders are guaranteed profits on centralized fossil energy projects. The bigger and more costly the construction, the more money energy corporations make. Once new energy infrastructure is approved by state regulators, utilities can start recovering the costs through customer rates even before the project is built and in use. Because utilities make profits off the infrastructure they build, and not the energy they sell, executives have a financial incentive to keep building to benefit shareholders.  To

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TotalEnergies farms out partial interest in block offshore Nigeria ahead of appraisal

TotalEnergies agreed to farm out a 40% participating interest in Block OPL257 offshore Nigeria to South Atlantic Petroleum Ltd. (SAPETRO). Upon completion of the deal, TotalEnergies will hold a 50% operated interest in the block with SAPETRO (40%) and Conoil (10%) as partners. TotalEnergies became operator of the block following a 2025 asset interest exchange with Conoil. OPL257 lies 150 km offshore Nigeria and covers an area of about 370 sq km. The block is adjacent to PPL261 where TotalEnergies (24%) and its partners, including SAPETRO, discovered Egina South oil field in 2005, which lies in 1,650 m of water and straddles both blocks. Drilling of an Egina South appraisal well is expected in the coming months on the OPL257 side. The field is expected to be developed as a tie-back to the Egina FPSO about 30 km away. The project has the potential to deliver up to 140 million bbl of oil reserves, according to SAPETRO. Consolidating the partnership “paves the way for a quick appraisal campaign and subsequent development of Egina South in the success case,” said Mike Sangster, senior vice-president Africa exploration and production at TotalEnergies. Completion of the farm-out agreement is subject to customary conditions, including regulatory approvals.

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7×24 Fall 2026: AI Frontier Futurist Meets Data Center OG

A 1988 Data Center Becomes a 20 MW AI Asset The second presentation, Converting a 1990 Enterprise Data Center to 20MW AI Workloads, featured Coe alongside Ari Chernikoff, vice president of development at Legacy Investing, and Dan Amundson, project manager at Gardner Builders. The project centered on 1001 Third Avenue South in downtown Minneapolis, a financial-services computing facility originally constructed in 1988. The building had supported earlier generations of enterprise computing before portions were converted to commercial office space and smaller colocation operations. Although its remaining operating data center load had declined to approximately 500 kilowatts by the time the AI redevelopment began, the property retained substantial infrastructure inherited from its original mission-critical design. Tall ceilings, robust floor loading, raised access floors, existing medium-voltage substations, and established utility connections made the building an unusually strong candidate for conversion. These characteristics, Chernikoff explained, can determine whether an existing building offers a practical path to high-density computing or proves economically unsuitable for redevelopment. Legacy Investing had identified a market opportunity in what Chernikoff called the industry’s “missing middle”: facilities generally ranging from 20 MW to 80 MW, rather than the 100 MW-plus campuses increasingly associated with hyperscale and frontier AI development. The company viewed existing buildings with available power and favorable infrastructure characteristics as potential shortcuts to deployment, particularly where demand for AI inference and other latency-sensitive workloads favored proximity to major urban markets. Following an AI tenant commitment in summer 2024, the development team faced an aggressive initial requirement: Deliver the first 5 MW of capacity by the end of that year. The first phase was ready for service approximately four months after Gardner’s involvement became formalized, followed by another 5 MW in 2025 and an expansion program ultimately reaching 20 MW over roughly 20 months. All of this had to

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Gartner warns $3.5T in AI infrastructure spending could be at risk by 2030

Musk predicted that more than 200 neocloud companies could face significant financial distress, predicting that only a small number would survive the coming shakeout. He also said SpaceX would not acquire any of the companies, describing such purchases as “pointless.” The chickens are already coming home to roost on the neoclouds. CoreWeave, Nebius, Applied Digital and TeraWulf have reported quarterly losses over the past year, while IREN has failed to turn a profit in its past three quarters. Shares of CoreWeave, Nebius and IREN have fallen more than 30% during October, according to Reuters. Building AI data centers requires substantial upfront investment in GPUs, networking equipment, power systems, cooling infrastructure and facilities. Operators must then generate enough revenue from leasing computing capacity to cover operating expenses, interest payments and equipment replacement.

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The 50-Gigawatt Test: SemiAnalysis Sees a Historic Data Center Surge in 2027

The global data center industry is approaching a potentially historic test of its ability to turn artificial intelligence investment into operational infrastructure. In a provocative new forecast, semiconductor and AI infrastructure research firm SemiAnalysis predicts that approximately 51.2 gigawatts of net data center IT capacity will be added globally, excluding China, during 2027. That would represent more than double the 25 GW the firm expects to be added in 2026. Published October 19, the report, Datacenters 2027: The Year of Acceleration, +50GW in a Single Year, makes a forceful argument that much of this unprecedented expansion is already visible in the industry’s construction pipeline. Authored by Jeremie Eliahou Ontiveros, Reyk Knuhtsen and Dylan Patel, the analysis draws on SemiAnalysis’ proprietary tracking of construction starts, individual buildings, hyperscale leasing commitments, equipment procurement and project financing. Its researchers identify more than 60 GW of data center capacity under construction. Among the 40 largest campuses they examined, more than 24 GW is reportedly in advanced stages of development, with much of that capacity expected to be delivered in 2027. The forecast is not entirely composed of projects already under construction, however. SemiAnalysis’ capacity chart includes approximately 11.9 GW of 2027 additions associated with projects still classified as planned. The remainder is associated with facilities already operating or under construction, according to the model’s building-status categories. SemiAnalysis argues that the volume and maturity of projects already underway make a dramatic acceleration increasingly likely, despite well-documented constraints involving electricity, construction labor, equipment and capital. But the prediction has also become the subject of a revealing industry debate, with competing forecasts and new corporate disclosures raising questions about how much infrastructure can actually be delivered on schedule. The disagreement is no longer principally about whether AI infrastructure demand is real. It is about whether the industrial

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HPE’s Quantum Computing Bet: A Multi-Vendor Path to the Data Center

QuEra Deal Targets On-Premises Quantum Integration Under the expanded collaboration, HPE and QuEra intend to develop integrated testbeds, software interoperability, hybrid algorithms and performance benchmarks to support future quantum deployments alongside HPE Cray supercomputing infrastructure. The work is intended to address the practical requirements of coordinating quantum processors with the classical computing systems that prepare workloads, process results and support quantum error correction. QuEra Chief Commercial Officer Yuval Boger, who previously discussed the development of hybrid quantum-classical infrastructure on the DCF Show, emphasized that integrating quantum hardware into an HPC environment presents different engineering challenges than providing access through the cloud. Boger said, “HPE’s deep experience in supercomputing gives organizations the benefit of working with a partner who can solve that problem at the scale they need.” The collaboration envisions deploying future fault-tolerant quantum hardware at customer facilities rather than requiring organizations to rely exclusively on cloud-based quantum computing services. That option could appeal to national laboratories, defense organizations, pharmaceutical researchers and other institutions managing classified information, proprietary intellectual property or data subject to sovereignty requirements. QuEra’s neutral-atom architecture uses individual atoms as qubits, manipulating them with lasers and electromagnetic controls. Unlike superconducting quantum processors, which generally require dilution refrigerators operating at temperatures measured in millikelvin, neutral-atom systems can operate without extreme cryogenic refrigeration. They still require specialized laser systems, vacuum equipment, precision optics and environmental controls, presenting facility requirements substantially different from those of conventional servers. On-premises quantum-HPC integration is already being tested. In Japan, the National Institute of Advanced Industrial Science and Technology (AIST) operates QuEra’s 260-physical-qubit Gemini neutral-atom computer as part of its ABCI-Q research platform, which also incorporates an NVIDIA H100-based AI supercomputer. An October 26 case study published by QuEra describes Gemini operating in a separate building approximately 350 meters from the main GPU installation,

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At 7×24 Exchange, AI Data Center Growth Confronts New Realities of Power, Grid Reliability and Community Trust

DC BLOX: Community Engagement Must Go Beyond Public Relations The afternoon program shifted attention from electrical infrastructure to the growing challenges surrounding data center development and community acceptance. In a discussion moderated by Juli Ierulli, strategic account manager at Environmental Air Systems and vice president of 7×24 Exchange International, Michael Clark, senior vice president of data center construction at DC BLOX, described how the company has revised its approach to engaging communities as it expands into new markets. Clark acknowledged that DC BLOX had encountered significant opposition after entering markets where it lacked the established relationships that had supported earlier developments across the Southeast. “We made multiple stumbles in some of those new markets,” he said, describing how the company sometimes found itself responding to negative publicity rather than presenting a clear explanation of its plans and commitments. The experience led DC BLOX to develop a more systematic approach to community engagement, emphasizing early communication, site-specific websites, accessible explanations of resource consumption and written commitments that residents and officials can evaluate. Clark also pointed to what he called the industry’s “NDA hangover,” reflecting years of development activity conducted under confidentiality agreements that frequently left neighboring communities unaware of what was being planned. But perhaps the most revealing moment came when Clark recounted a conversation with residents near a DC BLOX development in Rockdale County, Georgia. After the company outlined the countywide economic and community benefits expected from the project, one neighbor challenged the distribution of those benefits. “So the rest of the county gets the benefit and we have to pay all the costs,” the resident observed, according to Clark. The question captured a fundamental tension in the industry’s community engagement efforts: tax revenues and economic development benefits may extend across a county, while nearby residents experience the immediate effects

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NVIDIA’s DSX POD Pushes AI Factory Construction Toward the Assembly Line

Crusoe Brings an Established Modular Model to DSX POD For Crusoe, NVIDIA’s announcement builds on a modular computing strategy already in operation. In its October 21 announcement, Crusoe confirmed that its Spark modular AI data center platform will support DSX POD, extending a manufacturing and deployment approach the company says it has pursued since 2020. Crusoe has expanded its manufacturing capabilities through the acquisition of electrical equipment specialist Easter-Owens Electric and the development of its 352,000-square-foot Crusoe Spark Factory in Brighton, Colorado. The company also introduced Crusoe Spark Liquid, a sixth-generation modular system engineered for ultra-high-density infrastructure, including NVIDIA Vera Rubin NVL72. Next-generation liquid-cooled units are planned for 2027. Crusoe’s vertically integrated model connects infrastructure design and manufacturing with deployment and cloud operations through Crusoe Cloud. The company says it can deliver productive AI capacity in as little as three months, although that timeline is distinct from NVIDIA’s narrower 14-day prepared-site deployment claim. “Modular isn’t a new strategy or pivot for us. It’s been in our DNA since our founding,” said Bryan Schramm, Crusoe’s head of Spark. Crusoe’s involvement demonstrates that the manufacturing model predates DSX POD. NVIDIA is not inventing modular data center infrastructure; it is attempting to establish a common architecture around capabilities that suppliers such as Crusoe have already spent years developing. That distinction matters as the industry evaluates whether standardized AI factory designs can deliver manufacturing efficiencies at a scale beyond individual suppliers’ existing operations. Vertiv and Polar Put the Deployment Model to Work in Norway The European dimension of NVIDIA’s announcement is reflected in a deployment involving Vertiv and Polar Data Centers at Herøya, Norway. According to Vertiv’s October 21 announcement, Polar is applying a factory-built infrastructure approach to the initial 41 MW phase of a multiphase AI data center campus designed to scale to

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Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

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John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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