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The case for fixing everything

The handsome new book Maintenance: Of Everything, Part One, by the tech industry legend Stewart Brand, promises to be the first in a series offering “a comprehensive overview of the civilizational importance of maintenance.” One of Brand’s several biographers described him as a mainstay of both counterculture and cyberculture, and with Maintenance, Brand wants us to understand that the upkeep and repair of tools and systems has profound impact on daily life. As he puts it, “Taking responsibility for maintaining something—whether a motorcycle, a monument, or our planet—can be a radical act.” Radical how? This volume doesn’t say. In an outline for the overall work, Brand says his goal is to “end with the nature of maintainers and the honor owed them.” The idea that maintainers are owed anything, much less honor, might surprise some readers. Actually, maintenance and repair have been hot topics in academia since the mid-2010s. I played some role in that movement as a cofounder of the Maintainers, a global, interdisciplinary network dedicated to the study of maintenance, repair, care, and all the work that goes into keeping the world going. Brand is right, too, that maintainers haven’t gotten the laurels they deserve. Over the past few decades, scholars have shown that work from oiling tools to replacing worn parts to updating code bases all tends to be lower in status than “innovation.” Maintenance gets neglected in many organizational and social settings. (Just look at some American infrastructure!) And as the right-to-­repair movement has shown, companies in pursuit of greater profits have frequently locked us out of being able to do repairs or greatly reduced the maintainable life of their products. It’s hard to think of any other reason to put a computer in the door of a refrigerator. Some of Brand’s earlier work helped inspire those insights. But his new book makes me think he doesn’t see things that way. For Brand, maintenance seems to be a solitary act, profound but more about personal success and fulfillment than tending to a shared world or making it better. Born in 1938, Brand is 87 years old. A sense hangs over the book—with its battles against corrosion, rust, and decay, with its attempts to keep things going even as they inevitably falter—of someone looking over life and pondering its end. Maintenance: Of Everything connects to every stage of Brand’s life. It’s worth reviewing where it falls in that arc. Brand has always been interested in tools and fixing things, but rarely has he focused on the systems that need the most care.  More than a half-century ago, Brand was a member of the Merry Pranksters, a countercultural, LSD-centered hippie collective famously led by Ken Kesey, the author of One Flew Over the Cuckoo’s Nest. In 1966, Brand co-produced the Trips Festival, where bands like the Grateful Dead and Big Brother and the Holding Company performed for thousands amid psychedelic light shows. Brand’s Whole Earth Catalog had a vision that might feel progressive, but its libertarian, rugged-individualist philosophy of remaking civilization alone stood in contrast to more collective social change movements. In some ways, the Trips Festival set a paradigm for the rest of his life’s work. Brand’s biographers have described him as a network celebrity—someone who got ahead by bringing people together, building coalitions of influential figures who could boost his signal. As Kesey put it in 1980, “Stewart recognizes power. And cleaves to it.”  Brand applied this network logic to the undertaking he will always be best remembered for: the Whole Earth Catalog. First published in 1968 and aimed at hippies and members of the nascent back-to-the-land movement, the publication had the motto “Access to tools.” Its pages were full of Quonset huts, geodesic domes, solar panels, well pumps, water filters, and other technologies for life off the grid. It was a vision that might feel progressive or left-leaning, but the libertarian, rugged-individualist philosophy of eschewing corrupt systems and remaking civilization alone stood in contrast to the more collective movements pushing for deep social change at the time—like civil rights, feminism, and environmentalism. That vision also led straight to the empowerment that came with new digital tools, and to Silicon Valley. In 1985, Brand published the Whole Earth Software Catalog, the last of the series, and also cofounded the WELL—the Whole Earth ’Lectronic Link, a pioneering online community famous for, among other things, facilitating the trade of Grateful Dead bootlegs. He also wrote a hagiographic book about the MIT Media Lab, known for its corporate-sponsored research into new communications tech. “The Lab would cure the pathologies of technology not with economics or politics but with technology,” Brand wrote. Again, not collective action, not policymaking: tools. And Brand then cofounded the Global Business Network, a group of pricey consulting futurists that further connected him to MIT, Stanford, and the Valley. Brand had literally helped bring about the modern digital revolution. His attention then turned toward its upkeep. Brand’s 1994 book, How Buildings Learn: What Happens After They’re Built, argued against high-modernist architectural ideas. Nearly all buildings eventually get remade, he argued, but he especially favored cheap, simple structures that inhabitants could easily retool to suit changing needs. In some ways, Brand was recapitulating the liberated—or libertarian—philosophy of the Whole Earth Catalog: People can remake their world, if they have access to tools. In a chapter titled “The Romance of Maintenance,” he asked readers to see the beauty, value, and occasional pleasures of fixer-uppers of all kinds. This chapter was a touchstone for many of us in the academic subfield of maintenance studies. Researchers in disciplines like history, sociology, and anthropology, as well as artists and practitioners in fields like libraries, IT, and engineering, all started trying to understand the realities and, yes, romance of maintenance and repair. Brand joined and contributed to Listservs, attended conferences, chatted with intellectual leaders. So it’s a bit uncharitable when he writes that his new book is “the first to look at maintenance in general.” He knows better. The real question, though, is what his work has to teach us that others have not said before. In this first volume, the answer is unclear. Maintenance: Of Everything, Part One is an odd book. If so much of Brand’s thinking has been about access to tools, he now asks, in a more extended way: How are our tools maintained? But where Brand began his career with a catalogue, in this volume we get … what? A digest? An almanac? An encyclopedia? Its form and riotous variety fit no genre easily.  The book has two chapters. The first, “The Maintenance Race,” recounts the story of three men who took part in the Golden Globe, a round-the-world race for solo sailors held in 1968. Each of the sailors, Brand explains, had a different philosophy of maintenance. One neglected it and hoped for the best. He died. Another thought of and prepared for everything in advance, and while he didn’t win the race, he completed it and once held the record for the “world’s longest recorded nonstop solo sailing voyage.” The final sailor won and did so through heroic acts of perseverance; his style was “Whatever comes, deal with it,” Brand explains. Structured like a fairy tale and unremittingly romantic, the story—like most of the anecdotes in the book—focuses on the derring-do of vigorous white guys. The strategy is no secret. Brand’s outline explains: “Start with a dramatic contest of maintenance styles under life-critical conditions—a true story told as a fable.” This myth is meant to inspire.  The second chapter, “Vehicles (and Weapons),” is over 150 pages long. It has five sections, multiple subsections, five subsections designated “digressions,” one called a “subdigression,” two “postscripts,” and several “footnotes” that are not footnotes in a formal sense but, rather, further addenda. At times, it all feels like notes for a future work. Brand makes no apology for the book’s woolliness. “All I can offer here,” he writes, “is to muse across a representative of maintenance domains and see what emerges.” Perhaps the most charitable reading of the potpourri is that it represents the return of a Merry Prankster, offering us a riotous varied light show. It’s a good book to leave on a table and occasionally open to a random page for entertainment. But it often seems as if it does not know what it wants to say or be.  “Vehicles (and Weapons)” begins by paraphrasing two famous works of maintenance philosophy, Robert M. Pirsig’s Zen and the Art of Motorcycle Maintenance and Matthew B. Crawford’s Shop Class as Soulcraft. Maintenance involves both “problem finding” and “problem solving.” While much repair work is marked by anxiety, impatience, and boredom, it also offers positive values and outcomes. “Motorcycle maintainers take heart from what they repair for—the glory of the ride,” Brand writes.  The beauty and triumph of cheapness is a running theme throughout the work, harking back to How Buildings Learn. Henry Ford’s Model T won out over early electric vehicles and hugely expensive luxury vehicles like Rolls-Royce’s Silver Ghost because it was cheap and easier to maintain. The three most popular cars in human history—the Ford Model T, the Volkswagen Bug, and the Lada “Classic” from Russia—all privileged cheapness, “retained their basic design for decades, and … invited repair by the owner.” Or, to be fair, maybe demanded it? For every hobbyist who delighted in being able to self-reliantly keep a VW running, there must have been thousands who appreciated how cheap it was and hated that it broke a lot. Brand never points to social research, like surveys, that might help us know people’s feelings on such matters. Other sections recount how Americans created interchangeable parts (enabling not only cheap mass production but also easy maintenance), examine how maintenance works with assault rifles and in war, and track the history of technical manuals from the early modern period to the age of YouTube. These stories are solid, but they’re also well known to students of technology, and nearly all are recycled from the work of others, featuring many large block quotes. The volume breaks little new ground.  Brand treats maintenance as an unalloyed good. But the field of maintenance studies has moved on, burrowing into the domain’s ironies, complexities, and difficulties. A simple example: In most cases, it is environmentally far better to retire and recycle an internal-combustion vehicle and buy an electric one than to keep the polluting beast going forever. Maintaining a gas-guzzler or a coal-­burning power plant isn’t a radical act but a regressive one. Also, maintenance can become a life-breaking burden on the poor, and it falls inequitably on the shoulders of women and people of color. Keeping existing systems going can be a way of avoiding tough, necessary change—like making technological systems more accessible for people with disabilities. In this volume, Brand is uninterested in such difficult trade-offs. He avoids any question of how politics shapes these issues, or how they shape politics. This avoidance comes out most clearly in a section of “Vehicles (and Weapons)” that talks about Elon Musk—a character of “unique mastery,” Brand informs us. He tells us that Bill Gates once shorted Tesla’s stock, only to lose $1.5 billion. The lesson is clear: Elon won.  In what political and social vision is money the best way to keep the score? Brand rightly points out that electric vehicles have fewer moving parts and, in that sense, are more maintainable than internal-combustion vehicles. He celebrates Musk most of all because his products “have all proven to be game changers in part because they combine ingenious design with surprisingly low cost.” Again, it’s Brand’s “cheap, available tools” hypothesis. But there’s a real superficiality and lack of follow-through in thinking here: Teslas remain luxury vehicles whose sales have slumped since federal tax subsidies disappeared. The company has faced several right-to-repair lawsuits; there’s even a law review article on the topic. Musk is in no sense a maintenance hero. Yet Brand writes that with his companies, “Musk may have done more practical world saving than any other business leader of his time.” By the time Brand was writing this book, the controversies surrounding Musk for at least flirting with antisemitism, racism, sexism, authoritarianism, and more were quite clear. About this, the book says not a word. Maintenance: Of Everything, Part OneStewart BrandSTRIPE PRESS, 2026 For sure, Brand needn’t agree with Musk’s critics, but failing to even broach the subject is tone deaf and out of touch. Others have argued that Silicon Valley’s “Move fast and break things” mentality undermines healthy maintenance. Brand doesn’t raise the idea—even to dismiss it.  It could be that with Maintenance: Of Everything, Part One Brand is just getting going; that in subsequent volumes he’ll have something more coherent to say; that he’ll raise really hard questions and try to answer them. But given his track record, we might reasonably doubt it. Kesey said Brand cleaves to power; he certainly doesn’t question it.  Lee Vinsel is an associate professor of science, technology, and society at Virginia Tech and host of Peoples & Things, a podcast about human life with technology.

The handsome new book Maintenance: Of Everything, Part One, by the tech industry legend Stewart Brand, promises to be the first in a series offering “a comprehensive overview of the civilizational importance of maintenance.” One of Brand’s several biographers described him as a mainstay of both counterculture and cyberculture, and with Maintenance, Brand wants us to understand that the upkeep and repair of tools and systems has profound impact on daily life. As he puts it, “Taking responsibility for maintaining something—whether a motorcycle, a monument, or our planet—can be a radical act.”

Radical how? This volume doesn’t say. In an outline for the overall work, Brand says his goal is to “end with the nature of maintainers and the honor owed them.”

The idea that maintainers are owed anything, much less honor, might surprise some readers. Actually, maintenance and repair have been hot topics in academia since the mid-2010s. I played some role in that movement as a cofounder of the Maintainers, a global, interdisciplinary network dedicated to the study of maintenance, repair, care, and all the work that goes into keeping the world going.

Brand is right, too, that maintainers haven’t gotten the laurels they deserve. Over the past few decades, scholars have shown that work from oiling tools to replacing worn parts to updating code bases all tends to be lower in status than “innovation.” Maintenance gets neglected in many organizational and social settings. (Just look at some American infrastructure!) And as the right-to-­repair movement has shown, companies in pursuit of greater profits have frequently locked us out of being able to do repairs or greatly reduced the maintainable life of their products. It’s hard to think of any other reason to put a computer in the door of a refrigerator.

Some of Brand’s earlier work helped inspire those insights. But his new book makes me think he doesn’t see things that way. For Brand, maintenance seems to be a solitary act, profound but more about personal success and fulfillment than tending to a shared world or making it better.


Born in 1938, Brand is 87 years old. A sense hangs over the book—with its battles against corrosion, rust, and decay, with its attempts to keep things going even as they inevitably falter—of someone looking over life and pondering its end. Maintenance: Of Everything connects to every stage of Brand’s life. It’s worth reviewing where it falls in that arc. Brand has always been interested in tools and fixing things, but rarely has he focused on the systems that need the most care. 

More than a half-century ago, Brand was a member of the Merry Pranksters, a countercultural, LSD-centered hippie collective famously led by Ken Kesey, the author of One Flew Over the Cuckoo’s Nest. In 1966, Brand co-produced the Trips Festival, where bands like the Grateful Dead and Big Brother and the Holding Company performed for thousands amid psychedelic light shows.

Brand’s Whole Earth Catalog had a vision that might feel progressive, but its libertarian, rugged-individualist philosophy of remaking civilization alone stood in contrast to more collective social change movements.

In some ways, the Trips Festival set a paradigm for the rest of his life’s work. Brand’s biographers have described him as a network celebrity—someone who got ahead by bringing people together, building coalitions of influential figures who could boost his signal. As Kesey put it in 1980, “Stewart recognizes power. And cleaves to it.” 

Brand applied this network logic to the undertaking he will always be best remembered for: the Whole Earth Catalog. First published in 1968 and aimed at hippies and members of the nascent back-to-the-land movement, the publication had the motto “Access to tools.” Its pages were full of Quonset huts, geodesic domes, solar panels, well pumps, water filters, and other technologies for life off the grid. It was a vision that might feel progressive or left-leaning, but the libertarian, rugged-individualist philosophy of eschewing corrupt systems and remaking civilization alone stood in contrast to the more collective movements pushing for deep social change at the time—like civil rights, feminism, and environmentalism.

That vision also led straight to the empowerment that came with new digital tools, and to Silicon Valley. In 1985, Brand published the Whole Earth Software Catalog, the last of the series, and also cofounded the WELL—the Whole Earth ’Lectronic Link, a pioneering online community famous for, among other things, facilitating the trade of Grateful Dead bootlegs. He also wrote a hagiographic book about the MIT Media Lab, known for its corporate-sponsored research into new communications tech. “The Lab would cure the pathologies of technology not with economics or politics but with technology,” Brand wrote. Again, not collective action, not policymaking: tools. And Brand then cofounded the Global Business Network, a group of pricey consulting futurists that further connected him to MIT, Stanford, and the Valley. Brand had literally helped bring about the modern digital revolution.

His attention then turned toward its upkeep. Brand’s 1994 book, How Buildings Learn: What Happens After They’re Built, argued against high-modernist architectural ideas. Nearly all buildings eventually get remade, he argued, but he especially favored cheap, simple structures that inhabitants could easily retool to suit changing needs. In some ways, Brand was recapitulating the liberated—or libertarian—philosophy of the Whole Earth Catalog: People can remake their world, if they have access to tools. In a chapter titled “The Romance of Maintenance,” he asked readers to see the beauty, value, and occasional pleasures of fixer-uppers of all kinds.

This chapter was a touchstone for many of us in the academic subfield of maintenance studies. Researchers in disciplines like history, sociology, and anthropology, as well as artists and practitioners in fields like libraries, IT, and engineering, all started trying to understand the realities and, yes, romance of maintenance and repair. Brand joined and contributed to Listservs, attended conferences, chatted with intellectual leaders. So it’s a bit uncharitable when he writes that his new book is “the first to look at maintenance in general.” He knows better. The real question, though, is what his work has to teach us that others have not said before. In this first volume, the answer is unclear.


Maintenance: Of Everything, Part One is an odd book. If so much of Brand’s thinking has been about access to tools, he now asks, in a more extended way: How are our tools maintained? But where Brand began his career with a catalogue, in this volume we get … what? A digest? An almanac? An encyclopedia? Its form and riotous variety fit no genre easily. 

The book has two chapters. The first, “The Maintenance Race,” recounts the story of three men who took part in the Golden Globe, a round-the-world race for solo sailors held in 1968. Each of the sailors, Brand explains, had a different philosophy of maintenance. One neglected it and hoped for the best. He died. Another thought of and prepared for everything in advance, and while he didn’t win the race, he completed it and once held the record for the “world’s longest recorded nonstop solo sailing voyage.” The final sailor won and did so through heroic acts of perseverance; his style was “Whatever comes, deal with it,” Brand explains. Structured like a fairy tale and unremittingly romantic, the story—like most of the anecdotes in the book—focuses on the derring-do of vigorous white guys. The strategy is no secret. Brand’s outline explains: “Start with a dramatic contest of maintenance styles under life-critical conditions—a true story told as a fable.” This myth is meant to inspire. 

The second chapter, “Vehicles (and Weapons),” is over 150 pages long. It has five sections, multiple subsections, five subsections designated “digressions,” one called a “subdigression,” two “postscripts,” and several “footnotes” that are not footnotes in a formal sense but, rather, further addenda. At times, it all feels like notes for a future work. Brand makes no apology for the book’s woolliness. “All I can offer here,” he writes, “is to muse across a representative of maintenance domains and see what emerges.” Perhaps the most charitable reading of the potpourri is that it represents the return of a Merry Prankster, offering us a riotous varied light show. It’s a good book to leave on a table and occasionally open to a random page for entertainment. But it often seems as if it does not know what it wants to say or be. 

“Vehicles (and Weapons)” begins by paraphrasing two famous works of maintenance philosophy, Robert M. Pirsig’s Zen and the Art of Motorcycle Maintenance and Matthew B. Crawford’s Shop Class as Soulcraft. Maintenance involves both “problem finding” and “problem solving.” While much repair work is marked by anxiety, impatience, and boredom, it also offers positive values and outcomes. “Motorcycle maintainers take heart from what they repair for—the glory of the ride,” Brand writes. 

The beauty and triumph of cheapness is a running theme throughout the work, harking back to How Buildings Learn. Henry Ford’s Model T won out over early electric vehicles and hugely expensive luxury vehicles like Rolls-Royce’s Silver Ghost because it was cheap and easier to maintain. The three most popular cars in human history—the Ford Model T, the Volkswagen Bug, and the Lada “Classic” from Russia—all privileged cheapness, “retained their basic design for decades, and … invited repair by the owner.” Or, to be fair, maybe demanded it? For every hobbyist who delighted in being able to self-reliantly keep a VW running, there must have been thousands who appreciated how cheap it was and hated that it broke a lot. Brand never points to social research, like surveys, that might help us know people’s feelings on such matters.

Other sections recount how Americans created interchangeable parts (enabling not only cheap mass production but also easy maintenance), examine how maintenance works with assault rifles and in war, and track the history of technical manuals from the early modern period to the age of YouTube. These stories are solid, but they’re also well known to students of technology, and nearly all are recycled from the work of others, featuring many large block quotes. The volume breaks little new ground. 

Brand treats maintenance as an unalloyed good. But the field of maintenance studies has moved on, burrowing into the domain’s ironies, complexities, and difficulties. A simple example: In most cases, it is environmentally far better to retire and recycle an internal-combustion vehicle and buy an electric one than to keep the polluting beast going forever. Maintaining a gas-guzzler or a coal-­burning power plant isn’t a radical act but a regressive one. Also, maintenance can become a life-breaking burden on the poor, and it falls inequitably on the shoulders of women and people of color. Keeping existing systems going can be a way of avoiding tough, necessary change—like making technological systems more accessible for people with disabilities. In this volume, Brand is uninterested in such difficult trade-offs. He avoids any question of how politics shapes these issues, or how they shape politics.

This avoidance comes out most clearly in a section of “Vehicles (and Weapons)” that talks about Elon Musk—a character of “unique mastery,” Brand informs us. He tells us that Bill Gates once shorted Tesla’s stock, only to lose $1.5 billion. The lesson is clear: Elon won. 

In what political and social vision is money the best way to keep the score? Brand rightly points out that electric vehicles have fewer moving parts and, in that sense, are more maintainable than internal-combustion vehicles. He celebrates Musk most of all because his products “have all proven to be game changers in part because they combine ingenious design with surprisingly low cost.” Again, it’s Brand’s “cheap, available tools” hypothesis. But there’s a real superficiality and lack of follow-through in thinking here: Teslas remain luxury vehicles whose sales have slumped since federal tax subsidies disappeared. The company has faced several right-to-repair lawsuits; there’s even a law review article on the topic. Musk is in no sense a maintenance hero. Yet Brand writes that with his companies, “Musk may have done more practical world saving than any other business leader of his time.” By the time Brand was writing this book, the controversies surrounding Musk for at least flirting with antisemitism, racism, sexism, authoritarianism, and more were quite clear. About this, the book says not a word.

book cover
Maintenance: Of Everything, Part One
Stewart Brand
STRIPE PRESS, 2026

For sure, Brand needn’t agree with Musk’s critics, but failing to even broach the subject is tone deaf and out of touch. Others have argued that Silicon Valley’s “Move fast and break things” mentality undermines healthy maintenance. Brand doesn’t raise the idea—even to dismiss it. 

It could be that with Maintenance: Of Everything, Part One Brand is just getting going; that in subsequent volumes he’ll have something more coherent to say; that he’ll raise really hard questions and try to answer them. But given his track record, we might reasonably doubt it. Kesey said Brand cleaves to power; he certainly doesn’t question it. 

Lee Vinsel is an associate professor of science, technology, and society at Virginia Tech and host of Peoples & Things, a podcast about human life with technology.

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ConocoPhillips sends team to Venezuela to evaluate oil, gas opportunities

ConocoPhillips sent a team to Venezuela to evaluate oil and gas opportunities, the company confirmed to Oil & Gas Journal Apr. 13. In an email to OGJ, a company spokesperson said “ConocoPhillips can confirm that we sent a small evaluation team to Venezuela during the week of Apr. 6 to better understand the potential for in-country oil and gas opportunities.” Asked what clarity the company seeks, the spokesperson said the team “will evaluate Venezuela against other international opportunities as part of our disciplined investment framework.” The operator left Venezuela in 2007 after then-President Hugo Chavez’s government reverted privately run oil fields to state control. ConocoPhillips, along with ExxonMobil, refused the government’s terms and took claims to the World Bank’s International Centre for the Settlement of Investment Disputes (ICSID). ConocoPhillips is owed about $12 billion following two judgements, an amount still sought by the company, which, prior to the expropriation of its interests, held a 50.1% interest in Petrozuata, a 40% interest in Hamaca, and a 32.5% interest in Corocoro heavy oil projects in Venezuela. In January, following the removal of Venezuela’s leader Nicolas Maduro, US President Donald Trump urged oil and gas companies to spend billions to rebuild Venezuela’s energy sector. ExxonMobil, which also exited the country in 2007, ​sent a technical team to Venezuela in March to ⁠evaluate the infrastructure and investment opportunities. In a discussion at CERAWeek by S&P Global in Houston in March, ConocoPhillips’ chief executive officer, Ryan Lance, said Venezuela needs to “completely rewire” ​its fiscal system to attract new ‌investment. The South American country holds a large cache of proven oil reserves, but has faced decades of production challenges due to mismanagement, underinvestment, and sanctions.

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TotalEnergies, TPAO sign MoU to assess exploration opportunities

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Blue Owl Builds a Capital Platform for the Hyperscale AI Era

Capital as a Service: The Hyperscaler Shift This is not just another project financing. It points to a model in which hyperscalers can externalize a significant portion of the capital required for AI campuses while retaining operational control. Under the Hyperion structure, Meta provides construction and property management, while Blue Owl supplies capital at scale alongside infrastructure expertise. Reuters described the transaction as Meta’s largest private capital deal to date, with the campus projected to exceed 2 gigawatts of capacity. For Blue Owl, it marks a shift in role: from backing developers serving hyperscalers to working directly with a hyperscaler to structure ownership more efficiently at scale. Hyperion also helps explain why this model is gaining traction. Hyperscalers are now deploying capital at a pace that makes flexibility a strategic priority. Structures like the Meta–Blue Owl JV allow them to continue expanding infrastructure without fully absorbing the balance-sheet impact of each new campus. Analyst commentary cited by Reuters suggested the arrangement could help Meta mitigate risk and avoid concentrating too much capital in land, buildings, and long-lived infrastructure, preserving capacity for additional facilities and ongoing AI investment. That is the service Blue Owl is effectively providing. Not just capital, but balance-sheet flexibility at a time when AI infrastructure demand is stretching even the largest technology companies. With major tech firms projected to spend hundreds of billions annually on AI infrastructure, that capability is becoming central to how the next generation of campuses gets built. The Capital Baseline Resets In early 2026, hyperscalers effectively reset the capital baseline for the sector. Alphabet projected $175 billion to $185 billion in annual capex, citing continued constraints across servers, data centers, and networking. Amazon pointed to roughly $200 billion, up from $131 billion the prior year, while noting persistent demand pressure in AWS. Meta

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OpenAI pulls out of a second Stargate data center deal

“OpenAI is embattled on several fronts. Anthropic has been doing very well in the enterprise, and OpenAI’s cash burn might be a problem if it wants to go public at an astronomical $800 billion+ valuation. This is especially true with higher energy prices due to geopolitics, and the public and regulators increasingly skeptical of AI companies, especially outside of the United States,” Roberts said. “I see these moves as OpenAI tightening its belt a bit and being more deliberate about spending as it moves past the interesting tech demo stage of its existence and is expected to provide a real return for investors.” He added, “I expect it’s a symptom of a broader problem, which is that OpenAI has thrown some good money after bad in bets that didn’t work out, like the Sora platform it just shut down, and it’s under increasing pressure to translate its first-mover advantage into real upside for its investors. Spending operational money instead of capital money might give it some flexibility in the short term, and perhaps that’s what this is about.” All in all, he noted, “on a scale of business-ending event to nothingburger, I would put it somewhere in the middle, maybe a little closer to nothingburger.” Acceligence CIO Yuri Goryunov agreed with Roberts, and said, “OpenAI has a problem with commercialization and runaway operating costs, for sure. They are trying to rightsize their commitments and make sure that they deliver on their core products before they run out of money.” Goryunov described OpenAI’s arrangement with Microsoft in Norway as “prudent financial engineering” that allows it to access the data center resources without having to tie up too much capital. “It’s financial discipline. OpenAI [executives] are starting to behave like grownups.” Forrester senior analyst Alvin Nguyen echoed those thoughts. 

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DCF Tours: SDC Manhattan, 375 Pearl St.

Power: Redundant utility design in a power-constrained market The tour made equally clear that in Manhattan, power is still the central gating factor. The brochure describes SDC Manhattan as offering 18MW of aggregate power delivered to the building, backed by redundant electrical and mechanical systems, backup generators, and Tier III-type concurrent maintainability. The December 2025 press release updated that picture in a more market-facing way, noting that Sabey is one of the only colocation providers in Manhattan with available power, including nearly a megawatt of turnkey power and 7MW of utility power across two powered shell spaces. Bajrushi’s explanation of the electrical topology helped show how Sabey has made that possible. Standing on the third floor, he described a ring bus tying together four Con Edison feeds. Bajrushi said the feeds all originate from the same substation but take different paths into the building, creating redundancy outside the building as well as within it. He added that if one feed fails, the ring bus remains unaffected, and that only one feed is needed to power everything currently in operation. He also noted that Sabey has the ability to add two more feeds in the future if expansion calls for it. That matters in a city where available utility capacity is hard to come by and where many data center conversations end not with square footage but with a megawatt number. Bajrushi also noted that physical space is not the core constraint at 375 Pearl. He said the building still has plenty of room for future buildouts, including open areas that could become additional white space, chiller capacity, or other infrastructure. The bigger question, he suggested, is how and when power and supporting systems get installed. That observation aligns neatly with Sabey’s press release. The company is effectively arguing that SDC

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Maine to put brakes on big data centers as AI expansion collides with power limits

Mills has pushed for an exemption protecting a proposed $550 million project at the former Androscoggin paper mill in Jay, arguing it would reuse existing infrastructure without straining the grid. Lawmakers rejected that exemption. Mills’ office did not immediately respond to a request for comment. A national wave, an unanswered federal question Maine is one of at least 12 states now weighing moratorium or restraint legislation, alongside more than 300 data center bills filed across 30-plus states in the current session, according to legislative tracking firm MultiState. The shared concern is energy cost. Data centers could consume up to 12% of total US electricity by 2028, according to the US Department of Energy. On March 25, Senator Bernie Sanders and Alexandria Ocasio-Cortez introduced the AI Data Center Moratorium Act in Congress, which would impose a nationwide freeze on all new data center construction until Congress passes AI safety legislation. The Trump administration has pursued a different path from the legislative approach being taken in states. On March 4, Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed the White House’s Ratepayer Protection Pledge, a voluntary commitment by hyperscalers to fund their own power generation rather than pass grid costs to ratepayers. The pledge, published in the Federal Register on March 9, carries no penalties for noncompliance or auditing requirements.

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Cisco just made two moves to own the AI infrastructure stack

In a world of autonomous agents, identity and access become the de facto safety rails. Astrix is designed to inventory these non-human identities, map their permissions, detect toxic combinations, and remediate overprivileged access before it becomes an exploit or a data leak. That capability integrates directly with Cisco’s broader zero-trust and identity-centric security strategy, in which the network enforces policy based on who or what the entity is, not on which subnet it resides in. How this strengthens Cisco’s secure networking story Cisco has positioned itself as the vendor that can deliver “AI-ready, secure networks” spanning campus, data center, cloud, and edge. Galileo and Astrix extend that narrative from infrastructure into AI behavior and identity governance: The network becomes the high‑performance, policy‑enforcing substrate for AI traffic and data. Splunk plus Galileo becomes the observability plane for AI agents, linking AI incidents to network and application signals. Security plus Astrix becomes the identity and permission-control layer that constrains what AI agents can actually do within the environment. This is the core of Cisco’s emerging “Secure AI” posture: not just using AI to improve security but securing AI itself as it is embedded across every workflow, API, and device. For customers, that means AI initiatives can be brought under the same operational and compliance disciplines already used for networks and apps, rather than existing as unmanaged risk islands. Why this matters to Cisco customers Most large Cisco accounts are exactly the enterprises now experimenting with AI agents in contact centers, IT operations, and business workflows. They face three practical problems: They cannot see what agents are doing end‑to‑end, or measure quality beyond offline benchmarks. They lack a coherent model for managing the identities, secrets, and permissions those agents depend on. Their security and networking teams are often disconnected from AI projects happening in lines of business.

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From Buildings to Token Factories: Compu Dynamics CEO Steve Altizer On Why AI Is Rewriting the Data Center Design Playbook

Not Falling Short—Just Not Optimized Altizer drew a clear distinction. Traditional data centers can run AI workloads, but they weren’t built for them. “We’re not falling short much, we’re just not optimizing.” The gap shows up most clearly in density. Legacy facilities were designed for roughly 300 to 400 watts per square foot. AI pushes that to 2,000 to 4,000 watts per square foot—changing not just rack design, but the logic of the entire facility. For Altizer, AI-ready infrastructure starts with fundamentals: access to water for heat rejection, significantly higher power density, and in some cases specific redundancy topologies favored by chip makers. It also requires liquid cooling loops extended to the rack and, critically, flexibility in the white space. That last point is the hardest to reconcile with traditional design. “The GPUs change… your power requirements change… your liquid cooling requirements change. The data center needs to change with it.” Buildings are static. AI is not. Rethinking Modular: From Containers to Systems “Modular” has been part of the data center vocabulary for years, but Altizer argues most of the industry is still thinking about it the wrong way. The old model centered on ISO containers. The emerging model focuses on modularizing the white space itself. “We’re not building buildings—we’re building assemblies of equipment.” Compu Dynamics is pushing toward factory-built IT modules that can be delivered and assembled on-site. A standard 5 MW block consists of 10 modules, stacked into a two-story configuration and designed for transport by trailer across the U.S. From there, scale becomes repeatable. Blocks can be placed adjacent or connected to create larger deployments, moving from 5 MW to 10 MW and beyond. The point is not just scalability; it’s repeatability and speed. Altizer ties this directly to a broader shift in how data centers are

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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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