Stay Ahead, Stay ONMINE

The people’s power plant: How Puerto Rico turned home batteries into a reliable grid asset

In 2017, Puerto Rico was plunged into darkness. Hurricane Maria devastated the island, collapsing the power grid and triggering the longest blackout in American history. Millions were left without electricity. This event exposed the deep vulnerabilities of an electrical system strained by decades of underinvestment, aging infrastructure and increased exposure to extreme weather. Rather than […]

In 2017, Puerto Rico was plunged into darkness. Hurricane Maria devastated the island, collapsing the power grid and triggering the longest blackout in American history. Millions were left without electricity. This event exposed the deep vulnerabilities of an electrical system strained by decades of underinvestment, aging infrastructure and increased exposure to extreme weather.

Rather than rebuild what was lost, Puerto Ricans turned the devastation into an opportunity for growth and innovation. In 2019, it enacted Act 17, restructuring the island’s energy system and setting an ambitious target of 100% renewable energy by 2050. This shift spurred a rapid surge in home solar panel and battery installations, as the population sought greater energy resilience and independence. Act 17 also paved the way for grid modernization by separating the island’s power generation assets from its transmission and distribution system (T&D), a move that allowed LUMA Energy, the island’s grid operator, to assume control of the T&D system in 2021, under a 15-year public-private partnership. This brought the private expertise and resources needed to upgrade the island’s grid.

As more homes became “mini power plants”, generating electricity from rooftop solar and storing it in batteries, the island’s grid faced a new challenge: modernizing to manage a decentralized, variable system. The energy landscape was rapidly shifting away from the traditional model – dominated by a few large power plants – toward thousands of smaller, distributed generation sources.

From crisis to opportunity: The challenges of grid modernization

The challenges faced by Puerto Rico are not unique. Across the U.S., much of the power grid was built for a different era. One defined by a few large fossil-fuel power plants, predictable energy demand and a more stable climate. Today, the grid is under severe pressure from rising electricity consumption, volatile weather and the rapid integration of variable renewable energy sources.

To meet this challenge, utilities are starting to adopt innovative schemes like demand response programs, to better manage fluctuations in supply and demand. California, for instance, incentivizes households to install batteries in return for rebates and Hawaii offers performance-based cash payments or monthly bill credits to customers, in return for using their stored energy to support the grid.

The rise of the ‘mini power plant’: Managing distributed energy

Before Hurricane Maria, Puerto Rico’s solar industry was small, with a few households mainly installing rooftop panels to lower energy bills.  Fast forward to today, Puerto Rico leads the U.S. in per capita adoption of rooftop solar and residential battery storage, with more than 10% of electricity consumption on the island now coming from rooftop solar. LUMA estimates this will increase as much as 60% by 2028 (Institute for Energy Economics and Financial Analysis).

As solar and battery adoption swelled, LUMA saw an opportunity to leverage this distributed network of energy resources to support the grid during generation shortfall and grid emergencies, using residential batteries to balance supply and demand, improve resilience and reduce reliance on costly peaker power plants. This vision became the foundation for the utility’s energy efficiency and demand response plan in 2023, with its Customer Battery Energy Sharing (CBES) pilot at its core.

Building a virtual power plant: The CBES solution

LUMA’s CBES pilot program launched in 2023, with the goal of increasing the amount of energy available to the grid during times of peak demand or low power generation, known as demand response events. During these times, LUMA can draw power from participating customers’ batteries to support the grid. In return, participating households earn money for the energy their batteries provide.

The program is built around equity, aiming to make the benefits of clean energy accessible to all. Administered by Resource Innovations and ScottMadden, the pilot is open even to households without their own batteries. This has been made possible through collaborations with third-party aggregators, which allow customers to join the CBES program via financing or lease options while still benefiting from performance-based incentives.

“The CBES program is a powerful example of what’s possible when utilities, technology partners, and communities work together. Working with Resource Innovations was instrumental in bringing the CBES program to life. Their expertise in battery storage and demand response enabled us to design and scale the Virtual Power Plant program that’s now helping stabilize Puerto Rico’s grid during critical moments.”

-Graziella Siciliano
 Director of Energy Transformation, LUMA Energy

The amount of money a customer earns for participating in the program can be as high as $600 per battery, Sunrun says on its website. The exact amount depends on how much energy they choose to send back to the grid – sending more energy increases potential earnings, while keeping more energy for personal backup reduces them. This flexibility allows customers to balance financial rewards with energy security, giving them control over how their batteries are used. “We’re seeing a fundamental shift in how customers engage with the grid. They are no longer passive consumers, they are active partners in building energy resilience and grid stability. Programs like CBES empower them to shape a more flexible, responsive grid, and that collaboration is central to the future of utility innovation.” says Vrinda Gaba, Head of Load Flexibility at Resource Innovations.

As more homes and businesses across Puerto Rico join the program, thousands of batteries across the island have been aggregated into a single, coordinated energy resource that functions much like a large, centralized power plant. Known as a ‘virtual power plant’ this network of connected batteries and other distributed energy resources (DERs) powered by customers can enable utilities to tap into these assets as an aggregated flexible resource to stabilize the grid and ensure a reliable supply of power during periods of high demand.

Powering a cleaner, resilient future

LUMA’S CBES program has grown into the nation’s largest behind-the-meter virtual power plant, with more than 81,000 customers enrolled. Participation rates are as high as 82% during demand response events, reflecting strong community engagement in the scheme. Thanks to this high participation rate, LUMA recently used about 70,000 home batteries to send 48MW of electricity to the grid. This helped cover a gap of nearly 50MW in power supply in the Summer, preventing grid overloads and keeping the lights on longer in communities across Puerto Rico.

Building on this success, LUMA has secured regulatory approval to scale the pilot into a three-year permanent program. Resource Innovations is continuing to play a strategic role with the utility in advancing the program. Their guidance spans program design, scalability, incentive structures, and use cases like time-of-use optimization and backup power. They’ve developed real-time dashboards to track solar generation, battery usage, and grid interaction, enabling smarter dispatch strategies. Additionally, Resource Innovations is supporting the grid-edge DERMS strategy and enablement to automate dispatch and test advanced use cases, laying the foundation for Puerto Rico’s future distributed energy roadmap.

Gaba states, “With CBES, we’re not just building a program, we’re building a scalable model for the future of grid resilience. Designing the right program is critical, not just for technical success, but for long-term scalability and continued customer engagement. What’s worked in Puerto Rico through CBES offers a strong blueprint for other utilities, though regulatory frameworks, incentive structures, rate design, and customer motivations all need to be carefully aligned. Our work with LUMA has focused on building a demand response strategy that’s not only resilient and data-driven, but also adaptable. It is grounded in performance tracking, customer feedback, and dispatch testing to ensure it delivers value to both the grid and the people it serves.”

The CBES program shows how a collaborative approach between customers, technology providers and utilities can turn distributed energy into a powerful, flexible resource. By leveraging thousands of home batteries as a single VPP, Puerto Rico is not only improving grid reliability and resilience but also advancing a cleaner, more sustainable energy future that empowers its residents to take an active role in shaping the island’s energy system.

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

Agentic AI: What now, what next?

Agentic AI burst onto the scene with its promises of streamliningoperations and accelerating productivity. But what’s real and what’s hype when it comes to deploying agentic AI? This Special Report examines the state of agentic AI, the challenges organizations are facing in deploying it, and the lessons learned from success

Read More »

AMD to build two more supercomputers at Oak Ridge National Labs

Lux is engineered to train, refine, and deploy AI foundation models that accelerate scientific and engineering progress. Its advanced architecture supports data-intensive and model-centric workloads, thereby enhancing AI-driven research capabilities. Discovery differs from Lux in that it uses Instinct MI430X GPUs instead of the 300 series. The MI400 Series is

Read More »

Ukraine Claims Strike at Rosneft’s Saratov Refinery

Ukraine claimed another strike at a key Rosneft PJSC refinery in southwestern Russia as pressure mounts to curb Moscow’s revenues from the oil industry.  The overnight attack caused fires in the area of refining units in Saratov, Ukrainian General Staff said in a statement on Telegram. The strike was delivered by the Ukrainian Unmanned Systems Forces, according to a separate statement. Bloomberg News was not able to independently verify the strike or the extent of the damage. Rosneft didn’t immediately respond to a Bloomberg request for comment. The Saratov refinery has been a target of multiple drone attacks this year as Kyiv stepped up its efforts to cripple income that has helped fund the Russian invasion, while President Volodymyr Zelenskiy urged Western nations to sanction Russian oil companies and its dark fleet of oil tankers.  Kyiv has claimed around 160 successful strikes at Russian refineries and oil infrastructure this year, according to Vasyl Malyuk, chairman of the Ukrainian Security Service. Twenty facilities including refineries and terminals were struck in September and October, he said on Friday.  The refinery in Saratov has the capacity to process about 140,000 barrels of crude a day and is a key supplier of gasoline and diesel fuel to Russia’s European regions. It was sanctioned by the US last month as part of a package of measures targeting Rosneft and Lukoil PJSC. This was the seventh attack on the refinery so far this year. WHAT DO YOU THINK? Generated by readers, the comments included herein do not reflect the views and opinions of Rigzone. All comments are subject to editorial review. Off-topic, inappropriate or insulting comments will be removed.

Read More »

BP Dubs Initial Results at Bumerangue ‘Extremely Encouraging’

In a release sent to Rigzone recently, Gordon Birrell, BP’s executive vice president for production and operations, said “initial results and analysis” at the Bumerangue find offshore Brazil “are extremely encouraging”. “2025 has seen significant strategic progress across BP’s upstream with record plant reliability, six major project start-ups, five more sanctioned and a string of exploration discoveries including Bumerangue,” Birrell said in the release. “We are still in the exploration phase for Bumerangue, however, initial results and analysis are extremely encouraging as they indicate a very large hydrocarbon column and a significant volume of liquids in the reservoir,” he added. “We are pleased about what we have seen to date and our confidence in the potential of this field has increased,” Birrell continued. “We have a team in place and are accelerating work on proposed appraisal activities and potential development concepts, which will include the potential for an early production system,” Birrell went on to state. In the release, BP noted that, following the announcement of the Bumerangue find back in August, initial laboratory and pressure gradient analysis “has confirmed the presence of a ~1,000 meter gross hydrocarbon column, including a ~100 meter gross oil column and a ~900 meter gross liquids rich gas-condensate column”.  “Given the presence of liquids across the entire hydrocarbon column, the high-quality rock properties observed, and BP’s extensive technology and deepwater developments experience, BP believes that the carbon dioxide in the reservoir can be managed,” the company said in the release. BP went on to state that it is continuing laboratory testing and other analysis to determine fluid characteristics, gas-to-oil and condensate-to-gas ratios, and an estimate of in-place volumes. The company said in the release that it will provide an update “in due course”. “Planning of appraisal activities is ongoing with well activities expected to

Read More »

The era of ‘free’ excess renewable energy is over

Thomas Sisto is co-founder and CEO of XL Batteries. Explosive growth in electricity demand is poised to consume any surplus that once was wasted.  We all know what is coming: Forecasts expect data centers alone to increase their power consumption by 165% in 2030. At that point, 50 GW of the 100 GW of predicted new U.S. peak demand will come from data centers. Combined with broader “electrification of everything” policies and increasingly complex grid dynamics, this growth is triggering a seismic economic shift. Wasting power will soon become an unaffordable luxury of the past. This shift demands a hard look at long-duration energy storage, or LDES, which will be critical for grid reliability and affordability as we integrate more renewables. The U.S. Department of Energy found that up to 460 GW of LDES capacity may be necessary by 2050. Not all LDES technologies are created equal, however. Round-trip efficiency, or RTE, will be a key determinant of which technologies can deliver at the scale and cost we need and which ones will perpetuate the pattern of waste.  A dangerous misconception persists that renewable energy is sometimes wasted or is so cheap that RTE doesn’t matter. This assumption ignores the true economics, which the data reveal. The industry must prioritize high-efficiency LDES technologies now to achieve both our climate goals and economic viability. Scale redefines the efficiency equation Here’s what the efficiency skeptics miss: Scale changes everything. Losing 50% of the energy stored in a home battery system is inconvenient but manageable; a 50% loss of stored energy at the grid scale — amounting to gigawatt-hours of stored energy — is catastrophic. Consider the difference between a leaking glass of water and a leaking Hoover Dam: The sheer volume of the dam’s water amplifies the loss.  This becomes even more critical given that the

Read More »

Trade, policy ‘headwinds’ push First Solar to boost US production

By the numbers: First Solar Q3 2025 54.5 GW Total bookings backlog through 2030. 3.7 GW Capacity of new U.S. production facility slated for late 2026. 68.2 GW Total North American booking opportunities, out of 79.2 GW globally. In its third-quarter earnings presentation Thursday, First Solar listed a half-dozen “headwinds” for solar panel components manufactured abroad and shipped into the United States. Those include the possibility of new Section 232 tariffs on imported polysilicon components, potential retroactive duties on certain imports between June 2022 and June 2024 following an August trade court ruling, and pending Treasury Department guidance on domestic content in clean energy equipment. In a statement Thursday, First Solar CEO Mark Widmar said his company’s domestic supply chain positions it to benefit from trade friction. “While trade and policy developments have introduced new challenges for many in our industry, we continue to differentiate ourselves by offering pricing and delivery certainty,” he said. He added more color to that statement on First Solar’s Thursday afternoon investor call. “We believe this enhances the value proposition of our vertically integrated facilities … and of expanding our U.S. manufacturing and production [while] reshoring supply chains,” Widmar said. Manufacturing update First Solar produced 3.6 GW of solar equipment in the third quarter, 2.5 GW of which came from U.S. factories. Its newest production facility came online in Louisiana in August, and the company plans to commission new finishing lines with 3.7 GW annual capacity at a location to be announced soon, First Solar said Thursday.  On Thursday, Widmar signaled more U.S. investment could follow as First Solar shifts production out of heavily tariffed markets in Southeast Asia.  “We are very excited about getting the first two lines up and running here next year … as we continue to evaluate market opportunities and demand,

Read More »

ADNOC, Masdar Pen AI Collaboration with Microsoft

Abu Dhabi National Oil Co PJSC (ADNOC) and Abu Dhabi Future Energy Co PJSC (Masdar), both state-owned, signed Sunday a cooperation agreement with Microsoft Corp for the deployment of artificial intelligence across ADNOC’s operations and the delivery of energy solutions to support Microsoft’s AI and data center growth. “Building on ADNOC and Microsoft’s long-established partnership, the expanded agreement brings Masdar and XRG into the fold to develop sustainable energy projects and infrastructure in support of Microsoft’s global AI and data center expansion”, ADNOC said in an online statement on Sunday. XRG PJSC is ADNOC’s global investment arm. “As part of the agreement, ADNOC and Microsoft will co-develop and deploy AI agents to drive autonomous operations and unlock greater efficiency, building on ADNOC’s successful deployment of AI solutions across its value chain”, ADNOC added. “Microsoft will also provide advanced AI tools and upskilling programs, while both companies will explore a joint innovation ecosystem to create transformative solutions for the energy sector”. ADNOC managing director and chief executive Sultan Ahmed Al Jaber, who is also the United Arab Emirates’ industry and advanced technology minister, said, “Through our partnership with Microsoft, we are unlocking new opportunities to fuel the future of AI, drive greater performance and future-proof our business”. Microsoft vice chair and president Brad Smith said, “Accelerating the transition to a more sustainable, secure and inclusive energy future requires deep collaboration between governments, energy providers, technology companies and innovators everywhere”. ADNOC noted, “ADNOC was the first energy company to roll out generative AI enterprise-wide in November 2023 with Microsoft Copilot. Since then, more than 40,000 employees have completed AI training, with utilization rates above 90 percent and over 70,000 hours per month in productivity gained to date”. “This collaboration reinforces Abu Dhabi’s position as a global energy innovation hub, bringing together ADNOC’s

Read More »

Exxon, Chevron Cut Divergent Paths as Oil Glut Looms

(Update) October 31, 2025, 5:49 PM GMT: Article updated. North America’s two dominant oil companies are carving divergent paths as the global crude market staggers toward what’s widely expected to be a hefty supply glut. Exxon Mobil Corp. is pressing ahead with a raft of expansion projects, even as OPEC and its allies increase production and oil futures hover near a four-year low. Chevron Corp. meanwhile is positioning itself to wring cash from existing operations to weather the market downturn. In the short term, investors are applauding Chevron’s approach, bidding its stock up as much as 3.5% Friday after both companies reported third-quarter results that exceeded Wall Street’s expectations. Exxon dipped as much as 1.8%, in part thanks to a spate of acquisitions that squeezed free cash flow.    This is all happening against the backdrop of efforts by the OPEC+ alliance to recapture market share by unleashing more crude onto global markets. The group led by Saudi Arabia is expected to revive another round of oil production hikes in December, targeting about 137,000 barrels a day as a base case when members meet this weekend. Brent crude, the international benchmark, already is on pace for its worst annual decline in half a decade, trading around $65 a barrel Friday.  The US supermajors followed European rival Shell Plc in posting stronger-than-expected results. TotalEnergies SE reported profit that was in-line with expectations. BP Plc is scheduled to disclose results next week. Exxon’s adjusted third-quarter profit per-share was 7 cents higher than analysts forecast. It was the company’s sixth consecutive beat, buoyed by the startup of the explorer’s latest Guyana development. Eight of Exxon’s 10 new developments slated for this year have already started up, and the remaining two are “on track,” Chief Executive Officer Darren Woods said in a statement.  Woods

Read More »

Supermicro Unveils Data Center Building Blocks to Accelerate AI Factory Deployment

Supermicro has introduced a new business line, Data Center Building Block Solutions (DCBBS), expanding its modular approach to data center development. The offering packages servers, storage, liquid-cooling infrastructure, networking, power shelves and battery backup units (BBUs), DCIM and automation software, and on-site services into pre-validated, factory-tested bundles designed to accelerate time-to-online (TTO) and improve long-term serviceability. This move represents a significant step beyond traditional rack integration; a shift toward a one-stop, data-center-scale platform aimed squarely at the hyperscale and AI factory market. By providing a single point of accountability across IT, power, and thermal domains, Supermicro’s model enables faster deployments and reduces integration risk—the modern equivalent of a “single throat to choke” for data center operators racing to bring GB200/NVL72-class racks online. What’s New in DCBBS DCBBS extends Supermicro’s modular design philosophy to an integrated catalog of facility-adjacent building blocks, not just IT nodes. By including critical supporting infrastructure—cooling, power, networking, and lifecycle software—the platform helps operators bring new capacity online more quickly and predictably. According to Supermicro, DCBBS encompasses: Multi-vendor AI system support: Compatibility with NVIDIA, AMD, and Intel architectures, featuring Supermicro-designed cold plates that dissipate up to 98% of component-level heat. In-rack liquid-cooling designs: Coolant distribution manifolds (CDMs) and CDUs rated up to 250 kW, supporting 45 °C liquids, alongside rear-door heat exchangers, 800 GbE switches (51.2 Tb/s), 33 kW power shelves, and 48 V battery backup units. Liquid-to-Air (L2A) sidecars: Each row can reject up to 200 kW of heat without modifying existing building hydronics—an especially practical design for air-to-liquid retrofits. Automation and management software: SuperCloud Composer for rack-scale and liquid-cooling lifecycle management SuperCloud Automation Center for firmware, OS, Kubernetes, and AI pipeline enablement Developer Experience Console for self-service workflows and orchestration End-to-end services: Design, validation, and on-site deployment options—including four-hour response service levels—for both greenfield builds

Read More »

Investments Anchor Vertiv’s Growth Strategy as AI-Driven Data Center Orders Surge 60% YoY

New Acquisitions and Partner Awards Vertiv’s third-quarter financial performance was underscored by a series of strategic acquisitions and ecosystem recognitions that expand the company’s technological capabilities and market reach amid AI-driven demand. Acquisition of Waylay NV: AI and Hyperautomation for Infrastructure Intelligence On August 26, Vertiv announced its acquisition of Waylay NV, a Belgium-based developer of generative AI and hyperautomation software. The move bolsters Vertiv’s portfolio with AI-driven monitoring, predictive services, and performance optimization for digital infrastructure. Waylay’s automation platform integrates real-time analytics, orchestration, and workflow automation across diverse connected assets and cloud services—enabling predictive maintenance, uptime optimization, and energy management across power and cooling systems. “With the addition of Waylay’s technology and software-focused team, Vertiv will accelerate its vision of intelligent infrastructure—data-driven, proactive, and optimized for the world’s most demanding environments,” said CEO Giordano Albertazzi. Completion of Great Lakes Acquisition: Expanding White Space Integration Just days earlier, as alluded to above, Vertiv finalized its $200 million acquisition of Great Lakes Data Racks & Cabinets, a U.S.-based manufacturer of enclosures and integrated rack systems. The addition expands Vertiv’s capabilities in high-density, factory-integrated white space solutions; bridging power, cooling, and IT enclosures for hyperscale and edge data centers alike. Great Lakes’ U.S. and European manufacturing footprint complements Vertiv’s global reach, supporting faster deployment cycles and expanded configuration flexibility.  Albertazzi noted that the acquisition “enhances our ability to deliver comprehensive infrastructure solutions, furthering Vertiv’s capabilities to customize at scale and configure at speed for AI and high-density computing environments.” 2024 Partner Awards: Recognizing the Ecosystem Behind Growth Vertiv also spotlighted its partner ecosystem in August with its 2024 North America Partner Awards. The company recognized 11 partners for 2024 performance, growth, and AI execution across segments: Partner of the Year – SHI for launching a customer-facing high-density AI & Cyber Labs featuring

Read More »

QuEra’s Quantum Leap: From Neutral-Atom Breakthroughs to Hybrid HPC Integration

The race to make quantum computing practical – and commercially consequential – took a major step forward this fall, as Boston-based QuEra Computing announced new research milestones, expanded strategic funding, and an accelerating roadmap for hybrid quantum-classical supercomputing. QuEra’s Chief Commercial Officer Yuval Boger joined the Data Center Frontier Show to discuss how neutral-atom quantum systems are moving from research labs into high-performance computing centers and cloud environments worldwide. NVIDIA Joins Google in Backing QuEra’s $230 Million Round In early September, QuEra disclosed that NVentures, NVIDIA’s venture arm, has joined Google and others in expanding its $230 million Series B round. The investment deepens what has already been one of the most active collaborations between quantum and accelerated-computing companies. “We already work with NVIDIA, pairing our scalable neutral-atom architecture with its accelerated-computing stack to speed the arrival of useful, fault-tolerant quantum machines,” said QuEra CEO Andy Ory. “The decision to invest in us underscores our shared belief that hybrid quantum-classical systems will unlock meaningful value for customers sooner than many expect.” The partnership spans hardware, software, and go-to-market initiatives. QuEra’s neutral-atom machines are being integrated into NVIDIA’s CUDA-Q software platform for hybrid workloads, while the two companies collaborate at the NVIDIA Accelerated Quantum Center (NVAQC) in Boston, linking QuEra hardware with NVIDIA’s GB200 NVL72 GPU clusters for simulation and quantum-error-decoder research. Meanwhile, at Japan’s AIST ABCI-Q supercomputing center, QuEra’s Gemini-class quantum computer now operates beside more than 2,000 H100 GPUs, serving as a national testbed for hybrid workflows. A jointly developed transformer-based decoder running on NVIDIA’s GPUs has already outperformed classical maximum-likelihood error-correction models, marking a concrete step toward practical fault-tolerant quantum computing. For NVIDIA, the move signals conviction that quantum processing units (QPUs) will one day complement GPUs inside large-scale data centers. For QuEra, it widens access to the

Read More »

How CoreWeave and Poolside Are Teaming Up in West Texas to Build the Next Generation of AI Data Centers

In the evolving landscape of artificial-intelligence infrastructure, a singular truth is emerging: access to cutting-edge silicon and massive GPU clusters is no longer enough by itself. For companies chasing the frontier of multi-trillion-parameter model training and agentic AI deployment, the bottleneck increasingly lies not just in compute, but in the seamless integration of compute + power + data center scale. The latest chapter in this story is the collaboration between CoreWeave and Poolside, culminating in the launch of Project Horizon, a 2-gigawatt AI-campus build in West Texas. Setting the Stage: Who’s Involved, and Why It Matters CoreWeave (NASDAQ: CRWV) has positioned itself as “The Essential Cloud for AI™” — a company founded in 2017, publicly listed in March 2025, and aggressively building out its footprint of ultra-high-performance infrastructure.  One of its strategic moves: in July 2025 CoreWeave struck a definitive agreement to acquire Core Scientific (NASDAQ: CORZ) in an all-stock transaction. Through that deal, CoreWeave gains grip over approximately 1.3 GW of gross power across Core Scientific’s nationwide data center footprint, plus more than 1 GW of expansion potential.  That acquisition underlines a broader trend: AI-specialist clouds are no longer renting space and power; they’re working to own or tightly control it. Poolside, founded in 2023, is a foundation-model company with an ambitious mission: building artificial general intelligence (AGI) and deploying enterprise-scale agents.  According to Poolside’s blog: “When people ask what it takes to build frontier AI … the focus is usually on the model … but that’s only half the story. The other half is infrastructure. If you don’t control your infrastructure, you don’t control your destiny—and you don’t have a shot at the frontier.”  Simply put: if you’re chasing multi-trillion-parameter models, you need both the compute horsepower and the power infrastructure; and ideally, tight vertical integration. Together, the

Read More »

Vantage Data Centers Pours $15B Into Wisconsin AI Campus as It Builds Global Giga-Scale Footprint

Expanding in Ohio: Financing Growth Through Green Capital In June 2025, Vantage secured $5 billion in green loan capacity, including $2.25 billion to fully fund its New Albany, Ohio (OH1) campus and expand its existing borrowing base. The 192 MW development will comprise three 64 MW buildings, with first delivery expected in December 2025 and phased completion through 2028. The OH1 campus is designed to come online as Vantage’s larger megasites ramp up, providing early capacity and regional proximity to major cloud and AI customers in the Columbus–New Albany corridor. The site also offers logistical and workforce advantages within one of the fastest-growing data center regions in the U.S. Beyond the U.S. – Vantage Expands Its Global Footprint Moving North: Reinforcing Canada’s Renewable Advantage In February 2025, Vantage announced a C$500 million investment to complete QC24, the fourth and final building at its Québec City campus, adding 32 MW of capacity by 2027. The project strengthens Vantage’s Montreal–Québec platform and reinforces its renewable-heavy power profile, leveraging abundant hydropower to serve sustainability-driven customers. APAC Expansion: Strategic Scale in Southeast Asia In September 2025, Vantage unveiled a $1.6 billion APAC expansion, led by existing investors GIC (Singapore’s sovereign wealth fund) and ADIA (Abu Dhabi Investment Authority). The investment includes the acquisition of Yondr’s Johor, Malaysia campus at Sedenak Tech Park. Currently delivering 72.5 MW, the Johor campus is planned to scale to 300 MW at full build-out, positioning it within one of Southeast Asia’s most active AI and cloud growth corridors. Analysts note that the location’s connectivity to Singapore’s hyperscale market and favorable development economics give Vantage a strong competitive foothold across the region. Italy: Expanding European Presence Under National Priority Status Vantage is also adding a second Italian campus alongside its existing Milan site, totaling 32 MW across two facilities. Phase

Read More »

Nvidia GTC show news you need to know round-up

In the case of Flex, it will use digital twins to unify inventory, labor, and freight operations, streamlining logistics across Flex’s worldwide network. Flex’s new 400,000 sq. ft. facility in Dallas is purpose-built for data center infrastructure, aiming to significantly shorten lead times for U.S. customers. The Flex/Nvidia partnership aims to address the country’s labor shortages and drive innovation in manufacturing, pharmaceuticals, and technology. The companies believe the partnership sets the stage for a new era of giga-scale AI factories. Nvidia and Oracle to Build DOE’s Largest AI Supercomputer Oracle continues its aggressive push into supercomputing with a deal to build the largest AI supercomputer for scientific discovery — Using Nvidia GPUs, obviously — at a Department of Energy facility. The system, dubbed Solstice, will feature an incredible 100,000 Nvidia Blackwell GPUs. A second system, dubbed Equinox, will include 10,000 Blackwell GPUs and is expected to be available in the first half of 2026. Both systems will be interconnected by Nvidia networking and deliver a combined 2,200 exaflops of AI performance. The Solstice and Equinox supercomputers will be located at Argonne National Laboratory, the home to the Aurora supercomputer, built using all Intel parts. They will enable scientists and researchers to develop and train new frontier models and AI reasoning models for open science using the Nvidia Megatron-Core library and scale them using the Nvidia TensorRT inference software stack.

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 »