Stay Ahead, Stay ONMINE

The FDA plans to limit access to covid vaccines. Here’s why that’s not all bad.

This week, two new leaders at the US Food and Drug Administration announced plans to limit access to covid vaccines, arguing that there is not much evidence to support the value of annual shots in healthy people. New vaccines will be made available only to the people who are most vulnerable—namely, those over 65 and others with conditions that make them more susceptible to severe disease. Anyone else will have to wait. Covid vaccines will soon be required to go through more rigorous trials to ensure that they really are beneficial for people who aren’t at high risk. The plans have been met with fear and anger in some quarters. But they weren’t all that shocking to me. In the UK, where I live, covid boosters have been offered only to vulnerable groups for a while now. And the immunologists I spoke to agree: The plans make sense. They are still controversial. Covid hasn’t gone away. And while most people are thought to have some level of immunity to the virus, some of us still stand to get very sick if infected. The threat of long covid lingers, too. Given that people respond differently to both the virus and the vaccine, perhaps individuals should be able to choose whether they get a vaccine or not. I should start by saying that covid vaccines have been a remarkable success story. The drugs were developed at record-breaking speed—they were given to people in clinical trials just 69 days after the virus had been identified. They are, on the whole, very safe. And they work remarkably well. They have saved millions of lives. And they rescued many of us from lockdowns. But while many of us have benefited hugely from covid vaccinations in the past, there are questions over how useful continuing annual booster doses might be. That’s the argument being made by FDA head Marty Makary and Vinay Prasad, director of the agency’s Center for Biologics Evaluation and Research. Both men have been critical of the FDA in the past. Makary has long been accused of downplaying the benefits of covid vaccines. He made incorrect assumptions about the coronavirus responsible for covid-19 and predicted that the disease would be “mostly gone” by April 2021. Most recently, he also testified in Congress that the theory that the virus came from a lab in China was a “no-brainer.” (The strongest evidence suggests the virus jumped from animals to humans in a market in Wuhan.) Prasad has said “the FDA is a failure” and has called annual covid boosters “a public health disaster the likes of which we’ve never seen before,” because of a perceived lack of clinical evidence to support their use. Makary and Prasad’s plans, which were outlined in the New England Journal of Medicine on Tuesday, don’t include such inflammatory language or unfounded claims, thankfully. In fact, they seem pretty measured: Annual covid booster shots will continue to be approved for vulnerable people but will have to be shown to benefit others before people outside the approved groups can access them. There are still concerns being raised, though. Let’s address a few of the biggest ones. Shouldn’t I get an annual covid booster alongside my flu vaccine? At the moment, a lot of people in the US opt to get a covid vaccination around the time they get their annual flu jab. Each year, a flu vaccine is developed to protect against what scientists predict will be the dominant strain of virus circulating come flu season, which tends to run from October through March. But covid doesn’t seem to stick to the same seasonal patterns, says Susanna Dunachie, a clinical doctor and professor of infectious diseases at the University of Oxford in the UK. “We seem to be getting waves of covid year-round,” she says. And an annual shot might not offer the best protection against covid anyway, says Fikadu Tafesse, an immunologist and virologist at Oregon Health & Science University in Portland. His own research suggests that leaving more than a year between booster doses could enhance their effectiveness. “One year is really a random time,” he says. It might be better to wait five or 10 years between doses instead, he adds. “If you are at risk [of a serious covid infection] you may actually need [a dose] every six months,” says Tafesse. “But for healthy individuals, it’s a very different conversation.” What about children—shouldn’t we be protecting them? There are reports that pediatricians are concerned about the impact on children, some of whom can develop serious cases of covid. “If we have safe and effective vaccines that prevent illness, we think they should be available,” James Campbell, vice chair of the committee on infectious diseases at the American Academy of Pediatrics, told STAT. This question has been on my mind for a while. My two young children, who were born in the UK, have never been eligible for a covid vaccine in this country. I found this incredibly distressing when the virus started tearing through child-care centers—especially given that at the time, the US was vaccinating babies from the age of six months. My kids were eventually offered a vaccine in the US, when we temporarily moved there a couple of years ago. But by that point, the equation had changed. They’d both had covid by then. I had a better idea of the general risks of the virus to children. I turned it down. I was relieved to hear that Tafesse had made the same decision for his own children. “There are always exceptions, but in general, [covid] is not severe in kids,” he says. The UK’s Joint Committee on Vaccination and Immunology found that the benefits of vaccination are much smaller for children than they are for adults. “Of course there are children with health problems who should definitely have it,” says Dunachie. “But for healthy children in healthy households, the benefits probably are quite marginal.” Shouldn’t healthy people get vaccinated to help protect more vulnerable members of society? It’s a good argument, says Tafesse. Research suggests that people who are vaccinated against covid-19 are less likely to end up transmitting the infection to the people around them. The degree of protection is not entirely clear, particularly with less-studied—and more contagious—variants of the virus and targeted vaccines. The safest approach is to encourage those at high risk to get the vaccine themselves, says Tafesse. If the vaccines are safe, shouldn’t I be able to choose to get one? Tafesse doesn’t buy this argument. “I know they are safe, but even if they’re safe, why do I need to get one?” People should know if they are likely to benefit from a drug they are taking, he says. Having said that, the cost-benefit calculation will differ between individuals. Even a “mild” covid infection can leave some people bed-bound for a week. For them, it might make total sense to get the vaccine. Dunachie thinks people should be able to make their own decisions. “Giving people a top-up whether they need it or not is a safe thing to do,” she says. It is still not entirely clear who will be able to access covid vaccinations under the new plans, and how. Makary and Prasad’s piece includes a list of “medical conditions that increase a person’s risk of severe covid-19,” which includes several disorders, pregnancy, and “physical inactivity.” It covers a lot of people; research suggests that around 25% of Americans are physically inactive. But I find myself agreeing with Dunachie. Yes, we need up-to-date evidence to support the use of any drugs. But taking vaccines away from people who have experience with them and feel they could benefit from them doesn’t feel like the ideal way to go about it. This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here.

This week, two new leaders at the US Food and Drug Administration announced plans to limit access to covid vaccines, arguing that there is not much evidence to support the value of annual shots in healthy people. New vaccines will be made available only to the people who are most vulnerable—namely, those over 65 and others with conditions that make them more susceptible to severe disease.

Anyone else will have to wait. Covid vaccines will soon be required to go through more rigorous trials to ensure that they really are beneficial for people who aren’t at high risk.

The plans have been met with fear and anger in some quarters. But they weren’t all that shocking to me. In the UK, where I live, covid boosters have been offered only to vulnerable groups for a while now. And the immunologists I spoke to agree: The plans make sense.

They are still controversial. Covid hasn’t gone away. And while most people are thought to have some level of immunity to the virus, some of us still stand to get very sick if infected. The threat of long covid lingers, too. Given that people respond differently to both the virus and the vaccine, perhaps individuals should be able to choose whether they get a vaccine or not.

I should start by saying that covid vaccines have been a remarkable success story. The drugs were developed at record-breaking speed—they were given to people in clinical trials just 69 days after the virus had been identified. They are, on the whole, very safe. And they work remarkably well. They have saved millions of lives. And they rescued many of us from lockdowns.

But while many of us have benefited hugely from covid vaccinations in the past, there are questions over how useful continuing annual booster doses might be. That’s the argument being made by FDA head Marty Makary and Vinay Prasad, director of the agency’s Center for Biologics Evaluation and Research.

Both men have been critical of the FDA in the past. Makary has long been accused of downplaying the benefits of covid vaccines. He made incorrect assumptions about the coronavirus responsible for covid-19 and predicted that the disease would be “mostly gone” by April 2021. Most recently, he also testified in Congress that the theory that the virus came from a lab in China was a “no-brainer.” (The strongest evidence suggests the virus jumped from animals to humans in a market in Wuhan.)

Prasad has said “the FDA is a failure” and has called annual covid boosters “a public health disaster the likes of which we’ve never seen before,” because of a perceived lack of clinical evidence to support their use.

Makary and Prasad’s plans, which were outlined in the New England Journal of Medicine on Tuesday, don’t include such inflammatory language or unfounded claims, thankfully. In fact, they seem pretty measured: Annual covid booster shots will continue to be approved for vulnerable people but will have to be shown to benefit others before people outside the approved groups can access them.

There are still concerns being raised, though. Let’s address a few of the biggest ones.

Shouldn’t I get an annual covid booster alongside my flu vaccine?

At the moment, a lot of people in the US opt to get a covid vaccination around the time they get their annual flu jab. Each year, a flu vaccine is developed to protect against what scientists predict will be the dominant strain of virus circulating come flu season, which tends to run from October through March.

But covid doesn’t seem to stick to the same seasonal patterns, says Susanna Dunachie, a clinical doctor and professor of infectious diseases at the University of Oxford in the UK. “We seem to be getting waves of covid year-round,” she says.

And an annual shot might not offer the best protection against covid anyway, says Fikadu Tafesse, an immunologist and virologist at Oregon Health & Science University in Portland. His own research suggests that leaving more than a year between booster doses could enhance their effectiveness. “One year is really a random time,” he says. It might be better to wait five or 10 years between doses instead, he adds.

“If you are at risk [of a serious covid infection] you may actually need [a dose] every six months,” says Tafesse. “But for healthy individuals, it’s a very different conversation.”

What about children—shouldn’t we be protecting them?

There are reports that pediatricians are concerned about the impact on children, some of whom can develop serious cases of covid. “If we have safe and effective vaccines that prevent illness, we think they should be available,” James Campbell, vice chair of the committee on infectious diseases at the American Academy of Pediatrics, told STAT.

This question has been on my mind for a while. My two young children, who were born in the UK, have never been eligible for a covid vaccine in this country. I found this incredibly distressing when the virus started tearing through child-care centers—especially given that at the time, the US was vaccinating babies from the age of six months.

My kids were eventually offered a vaccine in the US, when we temporarily moved there a couple of years ago. But by that point, the equation had changed. They’d both had covid by then. I had a better idea of the general risks of the virus to children. I turned it down.

I was relieved to hear that Tafesse had made the same decision for his own children. “There are always exceptions, but in general, [covid] is not severe in kids,” he says. The UK’s Joint Committee on Vaccination and Immunology found that the benefits of vaccination are much smaller for children than they are for adults.

“Of course there are children with health problems who should definitely have it,” says Dunachie. “But for healthy children in healthy households, the benefits probably are quite marginal.”

Shouldn’t healthy people get vaccinated to help protect more vulnerable members of society?

It’s a good argument, says Tafesse. Research suggests that people who are vaccinated against covid-19 are less likely to end up transmitting the infection to the people around them. The degree of protection is not entirely clear, particularly with less-studied—and more contagious—variants of the virus and targeted vaccines. The safest approach is to encourage those at high risk to get the vaccine themselves, says Tafesse.

If the vaccines are safe, shouldn’t I be able to choose to get one?

Tafesse doesn’t buy this argument. “I know they are safe, but even if they’re safe, why do I need to get one?” People should know if they are likely to benefit from a drug they are taking, he says.

Having said that, the cost-benefit calculation will differ between individuals. Even a “mild” covid infection can leave some people bed-bound for a week. For them, it might make total sense to get the vaccine.

Dunachie thinks people should be able to make their own decisions. “Giving people a top-up whether they need it or not is a safe thing to do,” she says.

It is still not entirely clear who will be able to access covid vaccinations under the new plans, and how. Makary and Prasad’s piece includes a list of “medical conditions that increase a person’s risk of severe covid-19,” which includes several disorders, pregnancy, and “physical inactivity.” It covers a lot of people; research suggests that around 25% of Americans are physically inactive.

But I find myself agreeing with Dunachie. Yes, we need up-to-date evidence to support the use of any drugs. But taking vaccines away from people who have experience with them and feel they could benefit from them doesn’t feel like the ideal way to go about it.

This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here.

Shape
Shape
Stay Ahead

Explore More Insights

Stay ahead with more perspectives on cutting-edge power, infrastructure, energy,  bitcoin and AI solutions. Explore these articles to uncover strategies and insights shaping the future of industries.

Shape

Six vendor platforms to watch

Most recently, Extreme (Nasdaq:EXTR) added an AI service agent to Platform ONE, as well as a new dashboard to simplify network and security operations. 3. Fortinet Security Platform: Integration is built-in The Fortinet Security Fabric features one operating system (FortiOS), a unified agent (FortiClient), one management console (FortiManager), one data

Read More »

VMware customers in Europe face up to 1,500% price increases under Broadcom ownership

Regulatory storm brewing The pricing crisis has triggered formal regulatory attention across Europe. Germany’s VOICE IT customer association has filed a complaint with the European Commission, while ECCO explicitly calls for regulatory intervention, including reinstating previous contracts and suspending Broadcom’s ongoing litigation. “Unless Broadcom promptly implements critical changes, the company’s

Read More »

Japanese Gas Tanker Giant Sees Difficulty Buying Chinese Vessels

Mitsui O.S.K. Lines, owner of the world’s largest fleet of liquefied natural gas carriers, said it is hard to buy Chinese vessels for the time being as the US ramps up scrutiny of the Asian country’s shipbuilding industry. “It is difficult to purchase Chinese vessels under the current circumstances, because of the port entry fees” that the US is proposing for China-built ships calling at its ports, a spokesperson for the Japanese firm said. Earlier on Friday, the Nikkei reported Mitsui O.S.K. was planning to shift new orders from China to South Korea. But the plans have not yet been finalized, the spokesperson told Bloomberg News. The Japanese firm is aiming to reduce risks, according to remarks made by President and Chief Executive Officer Takeshi Hashimoto during an interview.  “We will wait and see about new business with the Chinese,” Hashimoto said in the report, which added that Mitsui O.S.K. will not cancel any existing contracts with Chinese yards. Washington has issued a flurry of measures under President Donald Trump’s administration aimed at curbing China’s maritime dominance and reviving its own flagging shipbuilding industry. The moves have shaken up the global shipping market, prompting shipowners to rethink where they want their vessels to be built in the future. South Korean shipbuilders have sensed an opportunity. Last week, major shipbuilders HD Hyundai Co. and Hanwha Ocean Co. offered to help the US improve its shipbuilding capacity and restore its maritime dominance. South Korean builders have an 18% share of ships under construction worldwide in deadweight tons terms, while the Japanese have 11%, according to data from Clarksons Research. Mitsui O.S.K. owns a fleet of 97 LNG vessels, according to a 2024 corporate presentation. It also maintains the world’s second-largest merchant fleet at 873 vessels.  Chinese shipyards make up two-thirds of the global orderbook. In

Read More »

Trump urges UK to back North Sea and Aberdeen as its hub

President Donald Trump has said there is North Sea oil to last 100 years with the Granite City as its hub. A message posted on his site Truth Social also took aim at “unsightly windmills” – long a bugbear for Trump since he opposed the development of the Aberdeen Bay wind farm which can be seen from his golf course on the Menie Estate. The US president urged Sir Keir Starmer’s Labour government to support “modernised drilling” in the North Sea which would cut the cost of energy. Mr Trump said “large amounts of oil lay waiting to be taken” as he promoted the White House’s trade agreement with Britain. “Our negotiated deal with the United Kingdom is working out well for all,” he said. “I strongly recommend to them, however, that in order to get their energy costs down, they stop with the costly and unsightly windmills, and incentivise modernized drilling in the North Sea, where large amounts of oil lay waiting to be taken. He added on his own social media site: “A century of drilling left, with Aberdeen as the hub. “The old fashioned tax system disincentivises drilling, rather than the opposite. “UK’s energy costs would go way down, and fast!” The president’s intervention came as the UK regulator Ofgem announced the first cut in the energy price cap for year which will reduce energy costs from July. However, prices still remain high and cost of energy for households and business has often been cited as major disincentive for investment and growth. It is not the first time he has weighed in on the North Sea since becoming 45th president. In January, he claimed the UK was making a “big mistake” in its energy policies, sharing a story about US oil and gas firm APA – previously

Read More »

Power Moves: New appointments at DESNZ and more

George Dibb has been seconded to the Department of Energy Security and Net Zero (DESNZ) as principal policy advisor for industrial strategy as the government prepares to detail its plans for the economic growth. Dibb currently serves as associate director for economic policy and head of the Centre for Economic Justice at IPPR. He is responsible for leading and overseeing IPPR’s work on UK economic policy and is based in the Westminster office. His secondment to DESNZ will last for 12-month. Writing on LinkedIn, Dibb said: “Net zero is the economic opportunity of the 21st century so I’m delighted to be joining the team in DESNZ to ahead of the publication of the government’s industrial strategy white paper.” Margaret Curran, Baroness Curran has also received a position at DESNZ, becoming as minister of state. The move comes as her predecessor Philip Hunt, Lord Hunt of Kings Heath, leaves the government. A DESNZ spokesperson said: “Lord Hunt has worked tirelessly on our clean energy superpower mission, steering the Great British Energy legislation through the House of Lords and working closely with the nuclear industry as the government puts Britain back in the global race for nuclear energy. “We thank him for all of his work and wish him the very best in retirement. We are delighted to welcome Baroness Curran to continue to deliver on the department’s priorities.” And writing on Twitter, secretary of state for energy and climate change Ed Miliband said: “Phil has been instrumental in passing the GB Energy Bill and has been a great advocate for our brilliant nuclear industry. He has earned his retirement from the frontline.” He added: “Having worked with Margaret for many years I know she will be a brilliant minister, fighting for energy security, lower bills, good jobs and climate action.” © Supplied by

Read More »

Net Zero Teesside subsidy challenge quashed after climate appeal lost

A legal battle against the Net Zero Teesside (NZT) gas-fired power generation and carbon capture and storage project in the north-east of England was quashed in the appeal courts this week. Environmental consultant Andrew Boswell has lost his climate case against the project and its developers BP and Equinor in the Court of Appeal at the Royal Courts of Justice. Prime minister Keir Starmer sent a clear message earlier this year that he wanted to crack down on disruptive legal cases against major energy infrastructure in the UK. The energy secretary is responsible for approving environmental impact assessments for major infrastructure such as the NZT carbon capture projects, which Boswell sought to have repealed on the basis of an emissions calculation that he said was “out of date”. A second legal case against gas plant challenging government funding for the project is unlikely to be heard in court now that environmental campaigner Boswell has lost his appeal case against the project’s climate impact. NZT is a major project in the East Coast Cluster, one of two areas focused on carbon capture and storage (CCS) backed by £21.7 billion of government support. Boswell told Energy Voice that the second case was subject to a stay in court around the subsidy challenge. In that second case, he claimed that the project secured £10bn of subsidies, including a £6bn loan guarantee, only after he had launched his legal challenge. He argued in the High Court last year that the project’s emissions are greater than those that were accounted for in the impact assessment, and that it ignored upstream emissions produced outside the UK. He also said the project will create a sustained market for unabated gas production, which due to declining reserves in the North Sea, will make the country reliant on imports

Read More »

Texas RRC Announces Milestone in Boots on the Ground Initiative

In a statement posted on its website this week, the Railroad Commission of Texas (RRC) said it recently crossed a milestone in one of its key instruction programs, “training more than 300 employees in Phase I of the agency’s Boots on the Ground initiative”. The RRC noted in the statement that the goal of the program is to bring more consistency across all the agency’s oil and gas districts in how to apply commission rules and processes, “improving efficiency in the RRC’s day to day operations to protect Texans and the environment”. Phase I of the initiative is named ‘Introduction to Statewide Rules’ and covers the rules that inspectors and technical staff primarily deal with in the field, the RRC highlighted in the statement. “This program brings clarity and understanding to the rules which helps inspectors do their job well,” Dana McClendon, the division trainer with the RRC’s Oil and Gas Division, said in the statement. “Our goal is to make sure everyone leaves more confident to do the inspections the state relies on to ensure operators are complying with safety regulations,” McClendon added. In the statement, the RRC said the training’s in-depth discussion of rules and collaborative classroom environment helps inspectors understand how their field work can have a lasting impact. The organization added that, “through robust training initiatives like Boots on the Ground”, the RRC “supports responsible energy production, helping the state generate billions of dollars in tax revenue”.  In a statement posted on its site back in February 2019, the RRC announced the launch of its “first ever new inspector training school – Boots on the Ground”. That statement noted that this training “will focus on new oil and gas inspectors with less than two years tenure at the RRC” and said the school “will ensure inspectors

Read More »

Jo Bamford-owned hydrogen network to cut costs by 40%

The billionaire investor who rescued ailing Wrightbus before the pandemic now has plans to install a distributed hydrogen network across the country. And he wants government to reconsider its policies. Jo Bamford-owned HydraB Power, the consortium that bought Wrightbus out of bankruptcy in 2019, is developing a wide-ranging hydrogen production and distribution network. “HySpeed, which is the new idea we’re talking to government about today, is for another gigawatt of capacity with the consortium of off-takers and manufacturers that can take the cost of hydrogen down – we think [by] over 40%,” operating partner Harry Bowcott said in an interview. “Which, of course, makes the subsidy more productive and gets you in a meaningful way towards having hydrogen at parity cost versus diesel – without subsidy.” The company engaged ministers and lords outside Portcullis House in Westminster on Wednesday, demonstrating a hydrogen fuel cell Wrightbus. Bowcott said the company wants government to consider two planks of policy that could unlock investment in the hydrogen economy at next month’s spending review. HydraB Power is calling for two policy changes: first, it wants multiple projects included as part of HAR funding. It has also asked the government to expedite a consultation on the safety case for injecting hydrogen into the natural gas grid, which Bowcott said it would be ready to do from 2026. The company HydraB Power operates several portfolio companies involved in hydrogen production, distribution and usage. These include green hydrogen producer HyGen Energy Holdings, bus manufacturer Wrightbus, hydrogen refuelling and distribution infrastructure Ryze Power and transport decarbonisation finance solution provider Fuze. HySpeed ahead The consortium wants to unlock £6.5bn of investment in the hydrogen economy and create 24,300 jobs across the UK by 2030 through project HySpeed, a 1 GW green hydrogen project that, it claims, will reduce carbon emissions by

Read More »

New Intel Xeon 6 CPUs unveiled; one powers rival Nvidia’s DGX B300

He added that his read is that “Intel recognizes that Nvidia is far and away the leader in the market for AI GPUs and is seeking to hitch itself to that wagon.” Roberts said, “basically, Intel, which has struggled tremendously and has turned over its CEO amidst a stock slide, needs to refocus to where it thinks it can win. That’s not competing directly with Nvidia but trying to use this partnership to re-secure its foothold in the data center and squeeze out rivals like AMD for the data center x86 market. In other words, I see this announcement as confirmation that Intel is looking to regroup, and pick fights it thinks it can win. “ He also predicted, “we can expect competition to heat up in this space as Intel takes on AMD’s Epyc lineup in a push to simplify and get back to basics.” Matt Kimball, vice president and principal analyst, who focuses on datacenter compute and storage at Moor Insights & Strategy, had a much different view about the announcement. The selection of the Intel sixth generation Xeon CPU, the 6776P, to support Nvidia’s DGX B300 is, he said, “important, as it validates Intel as a strong choice for the AI market. In the big picture, this isn’t about volumes or revenue, rather it’s about validating a strategy Intel has had for the last couple of generations — delivering accelerated performance across critical workloads.”  Kimball said that, In particular, there are a “couple things that I would think helped make Xeon the chosen CPU.”

Read More »

AWS clamping down on cloud capacity swapping; here’s what IT buyers need to know

As of June 1, AWS will no longer allow sub-account transfers or new commitments to be pooled and reallocated across customers. Barrow says the shift is happening because AWS is investing billions in new data centers to meet demand from AI and hyperscale workloads. “That infrastructure requires long-term planning and capital discipline,” he said. Phil Brunkard, executive counselor at Info-Tech Research Group UK, emphasized that AWS isn’t killing RIs or SPs, “it’s just closing a loophole.” “This stops MSPs from bulk‑buying a giant commitment, carving it up across dozens of tenants, and effectively reselling discounted EC2 hours,” he said. “Basically, AWS just tilted the field toward direct negotiations and cleaner billing.” What IT buyers should do now For enterprises that sourced discounted cloud resources through a broker or value-added reseller (VAR), the arbitrage window shuts, Brunkard noted. Enterprises should expect a “modest price bump” on steady‑state workloads and a “brief scramble” to unwind pooled commitments.  If original discounts were broker‑sourced, “budget for a small uptick,” he said. On the other hand, companies that buy their own RIs or SPs, or negotiate volume deals through AWS’s Enterprise Discount Program (EDP), shouldn’t be impacted, he said. Nothing changes except that pricing is now baselined.

Read More »

DriveNets extends AI networking fabric with multi-site capabilities for distributed GPU clusters

“We use the same physical architecture as anyone with top of rack and then leaf and spine switch,” Dudy Cohen, vice president of product marketing at DriveNets, told Network World. “But what happens between our top of rack, which is the switch that connects NICs (network interface cards) into the servers and the rest of the network is not based on Clos Ethernet architecture, rather on a very specific cell-based protocol. [It’s] the same protocol, by the way, that is used in the backplane of the chassis.” Cohen explained that any data packet that comes into an ingress switch from the NIC is cut into evenly sized cells, sprayed across the entire fabric and then reassembled on the other side. This approach distinguishes DriveNets from other solutions that might require specialized components such as Nvidia BlueField DPUs (data processing units) at the endpoints. “The fabric links between the top of rack and the spine are perfectly load balanced,” he said. “We do not use any hashing mechanism… and this is why we can contain all the congestion avoidance within the fabric and do not need any external assistance.” Multi-site implementation for distributed GPU clusters The multi-site capability allows organizations to overcome power constraints in a single data center by spreading GPU clusters across locations. This isn’t designed as a backup or failover mechanism. Lasser-Raab emphasized that it’s a single cluster in two locations that are up to 80 kilometers apart, which allows for connection to different power grids. The physical implementation typically uses high-bandwidth connections between sites. Cohen explained that there is either dark fiber or some DWDM (Dense Wavelength Division Multiplexing) fibre optic connectivity between the sites. Typically the connections are bundles of four 800 gigabit ethernet, acting as a single 3.2 terabit per second connection.

Read More »

Intel eyes exit from NEX unit as focus shifts to core chip business

“That’s something we’re going to expand and build on,” Tan said, according to the report, pointing to Intel’s commanding 68% share of the PC chip market and 55% share in data centers. By contrast, the NEX unit — responsible for silicon and software that power telecom gear, 5G infrastructure, and edge computing — has struggled to deliver the kind of strategic advantage Intel needs. According to the report, Tan and his team view it as non-essential to Intel’s turnaround plans. The report described the telecom side of the business as increasingly disconnected from Intel’s long-term objectives, while also pointing to fierce competition from companies like Broadcom that dominate key portions of the networking silicon market and leave little room for Intel to gain a meaningful share. Financial weight, strategic doubts Despite generating $5.8 billion in revenue in 2024, the NEX business was folded into Intel’s broader Data Center and Client Computing groups earlier this year. The move was seen internally as a signal that NEX had lost its independent strategic relevance and also reflects Tan’s ruthless prioritization.  To some in the industry, the review comes as little surprise. Over the past year, Intel has already shed non-core assets. In April, it sold a majority stake in Altera, its FPGA business, to private equity firm Silver Lake for $4.46 billion, shelving earlier plans for a public listing. This followed the 2022 spinoff of Mobileye, its autonomous driving arm. With a $19 billion loss in 2024 and revenue falling to $53.1 billion, the chipmaker also aims to streamline management, cut $10 billion in costs, and bet on AI chips and foundry services, competing with Nvidia, AMD, and TSMC.

Read More »

Tariff uncertainty weighs on networking vendors

“Our guide assumes current tariffs and exemptions remain in place through the quarter. These include the following: China at 30%, partially offset by an exemption for semiconductors and certain electronic components; Mexico and Canada at 25% for the components and products that are not eligible for the current exemptions,” Cisco CFO Scott Herron told Wall Street analysts in the company’s quarterly earnings report on May 14. At this time, Cisco expects little impact from tariffs on steel and aluminum and retaliatory tariffs, Herron said. “We’ll continue to leverage our world-class supply chain team to help mitigate the impact,” he said, adding that “the flexibility and agility we have built into our operations over the last few years, the size and scale of our supply chain, provides us some unique advantages as we support our customers globally.” “Once the tariff scenario stabilizes, there [are] steps that we can take to mitigate it, as you’ve seen us do with China from the first Trump administration. And only after that would we consider price [increases],” Herron said. Similarly, Extreme Networks noted the changing tariff conditions during its earnings call on April 30. “The tariff situation is very dynamic, I think, as everybody knows and can appreciate, and it’s kind of hard to call. Yes, there was concern initially given the magnitude of tariffs,” said Extreme Networks CEO Ed Meyercord on the earnings call. “The larger question is, will all of the changes globally in trade and tariff policy have an impact on demand? And that’s hard to call at this point. And we’re going to hold as far as providing guidance or judgment on that until we have finality come July.” Financial news Meanwhile, AI is fueling high expectations and influencing investments in enterprise campus and data center environments.

Read More »

Liquid cooling becoming essential as AI servers proliferate

“Facility water loops sometimes have good water quality, sometimes bad,” says My Troung, CTO at ZutaCore, a liquid cooling company. “Sometimes you have organics you don’t want to have inside the technical loop.” So there’s one set of pipes that goes around the data center, collecting the heat from the server racks, and another set of smaller pipes that lives inside individual racks or servers. “That inner loop is some sort of technical fluid, and the two loops exchange heat across a heat exchanger,” says Troung. The most common approach today, he says, is to use a single-phase liquid — one that stays in liquid form and never evaporates into a gas — such as water or propylene glycol. But it’s not the most efficient option. Evaporation is a great way to dissipate heat. That’s what our bodies do when we sweat. When water goes from a liquid to a gas it’s called a phase change, and it uses up energy and makes everything around it slightly cooler. Of course, few servers run hot enough to boil water — but they can boil other liquids. “Two phase is the most efficient cooling technology,” says Xianming (Simon) Dai, a professor at University of Texas at Dallas. And it might be here sooner than you think. In a keynote address in March at Nvidia GTC, Nvidia CEO Jensen Huang unveiled the Rubin Ultra NVL576, due in the second half of 2027 — with 600 kilowatts per rack. “With the 600 kilowatt racks that Nvidia is announcing, the industry will have to shift very soon from single-phase approaches to two-phase,” says ZutaCore’s Troung. Another highly-efficient cooling approach is immersion cooling. According to a Castrol survey released in March, 90% of 600 data center industry leaders say that they are considering switching to immersion

Read More »

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.

Read More »

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

Read More »

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

Read More »

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

Read More »