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The poetry of data

Jane Muschenetz’s poems don’t look like the sonnets you remember studying in high school English. If anything, they’re more likely to call to mind your statistics class. Flip through the pages of her poetry chapbook Power Point and you’ll see charts, graphs, and citations galore. One poem visually documents maternal mortality rates and women’s unpaid domestic labor in such a way that the bar and pie graphs spell out the word “MOM.” Another tracks deaths from gun violence across the globe and is presented as a gun-shaped graph. Still others are written in more standard poetic form but include citations that reference documents put out by the US government, the United Nations, and news organizations. These poems are just a few of the many in Muschenetz’s latest book that wrestle with contemporary social issues using a combination of data-driven insights and the poetic form. The format is a unique one: The first time Hayley Mitchell Haugen, founding editor in chief of Muschenetz’s publisher Sheila-Na-Gig, saw the poems, she thought to herself, “I’ve never seen anything like this before.” Point Blank 13. “Incidents of firearm mortality per 100K population for high income global economies with populations over 10M,” Institute for Health Metrics Evaluation, United Nations. Graphics treatment by Ingo Muschenetz. 14. “Child and Teen Firearm Mortality in the US and Peer Countries,” per 100K population, KFF.org, July 2023; CDC. Detailed citations at technologyreview.com/Muschenetz.ORIGINALLY PUBLISHED BY WRITERS RESIST, WINTER 2023 While cold, hard numbers and poetry might seem antithetical at first blush, from Muschenetz’s perspective, the two couldn’t be a better fit. A former business consultant at Bain & Company who received her MBA at the Sloan School of Management, she released her first poetry book in her 40s, and she’s enjoyed uncovering what the artistic and scientific approaches to understanding the world have in common. “Even though it maybe feels unintuitive that poetry and science are interrelated, they both make connections that are not immediately obvious,” she says. “They test out theories; they take risks. There’s a lot of nonlinear thinking that happens in both.” Many of the poems in Power Point were inspired by watershed moments in global politics and culture, particularly ones that would shape the lives of women. From the partisan political theater on display at the confirmation hearing of US Supreme Court Justice Ketanji Brown Jackson to the passage of laws restricting women’s freedoms in Iran and Afghanistan, these events often left Muschenetz overwhelmed with frustration at the state of women’s rights today. But knowing that women’s emotions are so often dismissed, she looked for a way to turn those feelings into something that she hoped would be harder to write off than standard poetry while still evoking the openheartedness with which people tend to approach art. “I wanted something that listed just facts but expressed how angry I am,” she says. “I really wanted it to be fact-based. I wanted my sources to be publicly available and almost unassailable.” Her hope was that by repackaging these facts in the form of statistics-driven poetry, she might allow readers to receive the information in a new way—and get them thinking. From Ukraine to California Muschenetz’s childhood primed her to understand how global currents can shape an individual life from an early age. Born Yevgenia Leonidovna Veitzman to a Jewish family in the Ukrainian city of Lviv, Muschenetz says her family began trying to leave the country before she was born, hoping to escape the discrimination they faced under the Soviet government. But it wasn’t until she was 10 years old that the family was finally able to emigrate. When they were at last cleared to cross the border, they headed for San Diego, where she decided that Jane would be easier for Americans to pronounce than her given first name. (Ultimately, she would change her last name, too, when she married.) Muschenetz often felt out of place in her new home, even though she was surrounded by other immigrant kids whose parents had moved to California in search of a better life. In one way she was like many American teenage girls, though: She had a lot of feelings, especially about romantic relationships, whether real or imagined, and she often wrote poems about them.   At age 16, she began submitting her poetry to magazines and publishers, which brought her first taste of writerly rejection. “I was like, ‘Oh, well, I tried. Clearly this isn’t for me.’ Even though in my heart, since I was like four years old, I knew I was a writer and I loved literature,” she says.  Her parents were “completely horrified” about the prospect of her pursuing a career in writing, but they weren’t much more excited about what she eventually landed on instead: a degree in political science at UC San Diego. “The response was always ‘Poets get shot. Politicians get shot,’” she says.  She might not have been able to articulate it at age 18, but looking back, Muschenetz makes sense of the decision to study political science as driven by her desire to understand the global forces that caused her family to emigrate. “I wanted to know: How do we structure policy? Who makes these choices, and how can we change them and make them better?” she says. STACY KECK But the dream of writing was hard to let go of. By the time Muschenetz was a few years out of college, she’d applied for two different programs: an MFA in writing and the MBA program at Sloan. And though she didn’t get accepted to the MFA program, her time at Sloan ended up profoundly shaping the poetry she would write two decades later, giving her the statistical analysis and data interpretation skills that formed the backdrop for Power Point. Those were skills she sharpened even further in the years she spent working as a business consultant at Bain right after earning her MBA. “I don’t think the average joe could pull off [what she does in that book], because she knows how to present statistics well,” says Haugen. “She knows how to look at them analytically and offer them up in a way that a layperson can understand.” Muschenetz left the business world after four years at Bain to focus on parenting her two children, as well as serving in various volunteer capacities at their schools and with local community organizations. It wasn’t until the world shut down in 2020 with the onset of the covid-19 pandemic that she found herself getting back in touch with the creative impulses that had animated her previously. Those impulses manifested in part as visual art: Muschenetz began painting a menagerie of animals on the bases of palm fronds she would find on the ground after a big storm in San Diego. “It just felt good, even though it made no sense,” she says. “At the same time, it was keeping me sane.” Being willing to dip her toe into a creative endeavor that she knew she “didn’t have to be good at” also helped open Muschenetz to the idea of getting back to the poetry writing that had made her heart sing as a girl. “Through my high school and early college years, every margin of every notebook was covered with poems or rhymes,” she says. “And then it was just gone. It was scary for me to realize that I had cut that part out of myself, and how bad that was for me.” Coming home to poetry When Muschenetz did start writing again, she thought she might write a collection of poems rooted in domesticity and home life. She was surprised to find that what started flowing out of her instead were poems about her immigrant experience, which had never been the subject of her poetry while she was living it as a teenager. “I thought, ‘Well, shouldn’t I have gotten this out of my system?’ But here I was writing about this aspect of my identity that I never actually had written about before.”  She eventually had enough poems to pull together what became her first collection, titled All the Bad Girls Wear Russian Accents. The book reveals her propensity for weaving together dark and light, humor and tragedy, in a range of poems that cover everything from the war in Ukraine to the experience of being stereotyped for her ability to speak Russian, the language of many American movie villains.  Muschenetz initially thought that writing a book of poetry might be a onetime thing, the kind of undertaking that would allow her to check a box and move on. But as she was promoting her first book, she found herself fixating on a poem she hadn’t even written yet—one in the form of data that would spell out a word. The idea was eventually realized in “100% MOM.”  100% MOM: A PowerPoint Poem about Women and Labor Data sources include: “Life Stages and Populations by Sex,”CDC, NCHS; “Most pregnancy-related deaths are preventable, ”Hear Her Campaign, CDC, 2022; “The U.S. Maternal Mortality Crisis Continues to Worsen: An International Comparison, ”Commonwealth Fund, 2022; “The World’s Women 2020 Trends and Statistics,” United Nations; Oxfam International Inequality Reports: 2020, 2021; “Hard Work Is Not Enough: Women in Low-Paid Jobs,” National Women’s Law Center, July 2023. Detailed citations at technologyreview.com/Muschenetz.ORIGINALLY PUBLISHED IN WHALE ROAD REVIEW, SPRING 2023 That poem was the seed that grew into Power Point, and Muschenetz, whose poetry has been nominated for the Pushcart Prize three times, hasn’t looked back since. In addition to releasing that second volume of poetry, the product of what she calls the “analytic and overachieving brain” that helped her get through (and enjoy) business school, Muschenetz has used those same skills to help the poetry community in San Diego with some of the more practical needs, like grant writing, that are often lacking in communities of artists, says Katie Manning, a local poet and professor emeritus of poetry.  Muschenetz is mostly just happy to have found a way to use poetry to keep integrating and honoring the many different parts of her identity, from immigrant to business consultant.  “It is a huge disservice to all humanity when we ask our scientists or mathematicians or poets to only be that one thing, as opposed to being their whole selves,” she says.  You Are 600% Hotter than the SunBy Jane Muschenetz A cup of the Sun’s core produces ~60 milliwattsof thermal energy. By volume … less than that ofa human [350 mW]. In a sense, you are hotter thanthe Sun—there’s just not as much of you. —Henry Reich, Minute Physics Speaking roughly, in terms of heatgenerated per every human inch, you giveoff more milliwatts—surge/energy. Onlythe Sun is bigger … it matters.We are all blinded by love, the expanding/contractinguniverse is just another metaphorfor longing, and life—its own purpose.How dazzling, this science!Consider falling for a physicist—the painstakingly slow way they undressmathematical mysteries,talk about bodies in motiongets me every time—space —continuum, part, particle—Atomic. Incandescent! Youare, pound-for-pound, more Life-Source,more Bomb, more Season-Spinning Searing CenterHeart/Engine/Radiating Nuclear Dynamicthan the Sun. Can’t look directly in the mirror? Small Wonder! Imagine— none of us powerless.Originally published by Cathexis Northwest Press, May 2024  For Those of Us Forced to FleeBy Jane Muschenetz For those of us forced to fleethe world is forever shrinking down to a single question:What can you carry?The suitcase of your heart closed tighton all the things there was no room to bring—your memories of “home,” the snowflake momentsof your youth, the blooming Lilac treeoutside your bedroom window … a heavy burdensaps your strength on the long journey, bringonly what you need.Homes can be built again,a new tree can be rooted. Survive. When you have nothing left to plant, become the seed. Originally published in Issue 8, The Good Life Review, 2022. It received the 2022 Honeybee Poetry Prize and was nominated for a Pushcart Prize. Find more poetry by Jane Muschenetz at www.palmfrondzoo.com/janewriting.

Jane Muschenetz’s poems don’t look like the sonnets you remember studying in high school English. If anything, they’re more likely to call to mind your statistics class.

Flip through the pages of her poetry chapbook Power Point and you’ll see charts, graphs, and citations galore. One poem visually documents maternal mortality rates and women’s unpaid domestic labor in such a way that the bar and pie graphs spell out the word “MOM.” Another tracks deaths from gun violence across the globe and is presented as a gun-shaped graph. Still others are written in more standard poetic form but include citations that reference documents put out by the US government, the United Nations, and news organizations.

These poems are just a few of the many in Muschenetz’s latest book that wrestle with contemporary social issues using a combination of data-driven insights and the poetic form. The format is a unique one: The first time Hayley Mitchell Haugen, founding editor in chief of Muschenetz’s publisher Sheila-Na-Gig, saw the poems, she thought to herself, “I’ve never seen anything like this before.”

Point Blank
13. “Incidents of firearm mortality per 100K population for high income global economies with populations over 10M,” Institute for Health Metrics Evaluation, United Nations. Graphics treatment by Ingo Muschenetz. 14. “Child and Teen Firearm Mortality in the US and Peer Countries,” per 100K population, KFF.org, July 2023; CDC. Detailed citations at technologyreview.com/Muschenetz.
ORIGINALLY PUBLISHED BY WRITERS RESIST, WINTER 2023

While cold, hard numbers and poetry might seem antithetical at first blush, from Muschenetz’s perspective, the two couldn’t be a better fit. A former business consultant at Bain & Company who received her MBA at the Sloan School of Management, she released her first poetry book in her 40s, and she’s enjoyed uncovering what the artistic and scientific approaches to understanding the world have in common.

“Even though it maybe feels unintuitive that poetry and science are interrelated, they both make connections that are not immediately obvious,” she says. “They test out theories; they take risks. There’s a lot of nonlinear thinking that happens in both.”

Many of the poems in Power Point were inspired by watershed moments in global politics and culture, particularly ones that would shape the lives of women. From the partisan political theater on display at the confirmation hearing of US Supreme Court Justice Ketanji Brown Jackson to the passage of laws restricting women’s freedoms in Iran and Afghanistan, these events often left Muschenetz overwhelmed with frustration at the state of women’s rights today.

But knowing that women’s emotions are so often dismissed, she looked for a way to turn those feelings into something that she hoped would be harder to write off than standard poetry while still evoking the openheartedness with which people tend to approach art.

“I wanted something that listed just facts but expressed how angry I am,” she says. “I really wanted it to be fact-based. I wanted my sources to be publicly available and almost unassailable.” Her hope was that by repackaging these facts in the form of statistics-driven poetry, she might allow readers to receive the information in a new way—and get them thinking.

From Ukraine to California

Muschenetz’s childhood primed her to understand how global currents can shape an individual life from an early age. Born Yevgenia Leonidovna Veitzman to a Jewish family in the Ukrainian city of Lviv, Muschenetz says her family began trying to leave the country before she was born, hoping to escape the discrimination they faced under the Soviet government. But it wasn’t until she was 10 years old that the family was finally able to emigrate. When they were at last cleared to cross the border, they headed for San Diego, where she decided that Jane would be easier for Americans to pronounce than her given first name. (Ultimately, she would change her last name, too, when she married.)

Muschenetz often felt out of place in her new home, even though she was surrounded by other immigrant kids whose parents had moved to California in search of a better life. In one way she was like many American teenage girls, though: She had a lot of feelings, especially about romantic relationships, whether real or imagined, and she often wrote poems about them.  

At age 16, she began submitting her poetry to magazines and publishers, which brought her first taste of writerly rejection. “I was like, ‘Oh, well, I tried. Clearly this isn’t for me.’ Even though in my heart, since I was like four years old, I knew I was a writer and I loved literature,” she says. 

Her parents were “completely horrified” about the prospect of her pursuing a career in writing, but they weren’t much more excited about what she eventually landed on instead: a degree in political science at UC San Diego. “The response was always ‘Poets get shot. Politicians get shot,’” she says. 

She might not have been able to articulate it at age 18, but looking back, Muschenetz makes sense of the decision to study political science as driven by her desire to understand the global forces that caused her family to emigrate. “I wanted to know: How do we structure policy? Who makes these choices, and how can we change them and make them better?” she says.

Jane Muschenetz

STACY KECK

But the dream of writing was hard to let go of. By the time Muschenetz was a few years out of college, she’d applied for two different programs: an MFA in writing and the MBA program at Sloan. And though she didn’t get accepted to the MFA program, her time at Sloan ended up profoundly shaping the poetry she would write two decades later, giving her the statistical analysis and data interpretation skills that formed the backdrop for Power Point. Those were skills she sharpened even further in the years she spent working as a business consultant at Bain right after earning her MBA.

“I don’t think the average joe could pull off [what she does in that book], because she knows how to present statistics well,” says Haugen. “She knows how to look at them analytically and offer them up in a way that a layperson can understand.”

Muschenetz left the business world after four years at Bain to focus on parenting her two children, as well as serving in various volunteer capacities at their schools and with local community organizations. It wasn’t until the world shut down in 2020 with the onset of the covid-19 pandemic that she found herself getting back in touch with the creative impulses that had animated her previously. Those impulses manifested in part as visual art: Muschenetz began painting a menagerie of animals on the bases of palm fronds she would find on the ground after a big storm in San Diego. “It just felt good, even though it made no sense,” she says. “At the same time, it was keeping me sane.”

Being willing to dip her toe into a creative endeavor that she knew she “didn’t have to be good at” also helped open Muschenetz to the idea of getting back to the poetry writing that had made her heart sing as a girl.

“Through my high school and early college years, every margin of every notebook was covered with poems or rhymes,” she says. “And then it was just gone. It was scary for me to realize that I had cut that part out of myself, and how bad that was for me.”

Coming home to poetry

When Muschenetz did start writing again, she thought she might write a collection of poems rooted in domesticity and home life. She was surprised to find that what started flowing out of her instead were poems about her immigrant experience, which had never been the subject of her poetry while she was living it as a teenager. “I thought, ‘Well, shouldn’t I have gotten this out of my system?’ But here I was writing about this aspect of my identity that I never actually had written about before.” 

She eventually had enough poems to pull together what became her first collection, titled All the Bad Girls Wear Russian Accents. The book reveals her propensity for weaving together dark and light, humor and tragedy, in a range of poems that cover everything from the war in Ukraine to the experience of being stereotyped for her ability to speak Russian, the language of many American movie villains. 

Muschenetz initially thought that writing a book of poetry might be a onetime thing, the kind of undertaking that would allow her to check a box and move on. But as she was promoting her first book, she found herself fixating on a poem she hadn’t even written yet—one in the form of data that would spell out a word. The idea was eventually realized in “100% MOM.” 

100% MOM: A PowerPoint Poem about Women and Labor
Data sources include: “Life Stages and Populations by Sex,”CDC, NCHS; “Most pregnancy-related deaths are preventable, ”Hear Her Campaign, CDC, 2022; “The U.S. Maternal Mortality Crisis Continues to Worsen: An International Comparison, ”Commonwealth Fund, 2022; “The World’s Women 2020 Trends and Statistics,” United Nations; Oxfam International Inequality Reports: 2020, 2021; “Hard Work Is Not Enough: Women in Low-Paid Jobs,” National Women’s Law Center, July 2023. Detailed citations at technologyreview.com/Muschenetz.
ORIGINALLY PUBLISHED IN WHALE ROAD REVIEW, SPRING 2023

That poem was the seed that grew into Power Point, and Muschenetz, whose poetry has been nominated for the Pushcart Prize three times, hasn’t looked back since. In addition to releasing that second volume of poetry, the product of what she calls the “analytic and overachieving brain” that helped her get through (and enjoy) business school, Muschenetz has used those same skills to help the poetry community in San Diego with some of the more practical needs, like grant writing, that are often lacking in communities of artists, says Katie Manning, a local poet and professor emeritus of poetry. 

Muschenetz is mostly just happy to have found a way to use poetry to keep integrating and honoring the many different parts of her identity, from immigrant to business consultant. 

“It is a huge disservice to all humanity when we ask our scientists or mathematicians or poets to only be that one thing, as opposed to being their whole selves,” she says. 


You Are 600% Hotter than the Sun
By Jane Muschenetz

A cup of the Sun’s core produces ~60 milliwatts
of thermal energy. By volume … less than that of
a human [350 mW]. In a sense, you are hotter than
the Sun—there’s just not as much of you. 

—Henry Reich, Minute Physics

Speaking roughly, in terms of heat
generated per every human inch, you give
off more milliwatts—surge/energy. Only
the Sun is bigger … it matters.
We are all blinded 
by love, the expanding/contracting
universe is just another metaphor
for longing, and life—its own purpose.
How dazzling, this science!
Consider falling for a physicist—
the painstakingly slow way they undress
mathematical mysteries,
talk about bodies in motion
gets me every time—space 
—continuum, part, particle—
Atomic. Incandescent! You
are, pound-for-pound, more Life-Source,
more Bomb, more Season-Spinning Searing Center
Heart/Engine/Radiating Nuclear Dynamic
than the Sun. Can’t look directly 
in the mirror? Small Wonder! Imagine—

none of us powerless.

Originally published by Cathexis Northwest Press, May 2024 


For Those of Us Forced to Flee
By Jane Muschenetz

For those of us forced to flee
the world is forever shrinking down to a single question:
What can you carry?
The suitcase of your heart closed tight
on all the things there was no room to bring—
your memories of “home,” the snowflake moments
of your youth, the blooming Lilac tree
outside your bedroom window … a heavy burden
saps your strength on the long journey, bring
only what you need.
Homes can be built again,
a new tree can be rooted.

Survive.

When you have nothing left to plant, become the seed.

Originally published in Issue 8, The Good Life Review, 2022. It received the 2022 Honeybee Poetry Prize and was nominated for a Pushcart Prize.

Find more poetry by Jane Muschenetz at www.palmfrondzoo.com/janewriting.

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Eni makes Calao South discovery offshore Ivory Coast

@import url(‘https://fonts.googleapis.com/css2?family=Inter:[email protected]&display=swap’); a { color: var(–color-primary-main); } .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: Inter; } body { line-height: 150%; letter-spacing: 0.025em; font-family: Inter; } button, .ebm-button-wrapper { font-family: Inter; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #c19a06 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #c19a06 !important; border-color: #c19a06 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #c19a06 !important; border-color: #c19a06 !important; } Eni SPA discovered gas and condensate in the Murene South-1X exploration well in Block CI-501, Ivory Coast. The well is the first exploration in the block and was drilled by the Saipem Santorini drilling ship about 8 km southwest of the Murene-1X discovery well in adjacent CI-205 block. The well was drilled to about 5,000 m TD in 2,200 m of water. Extensive data acquisition confirmed a main hydrocarbon bearing interval in high-quality Cenomanian sands with a gross thickness of about 50 m with excellent petrophysical properties, the operator said. Murene South-1X will undergo a full conventional drill stem test (DST) to assess the production capacity of this discovery, named Calao South. Calao South confirms the potential of the Calao channel complex that also includes the Calao discovery. It is the second largest discovery in the country after Baleine, with estimated volumes of up to 5.0 tcf of gas and 450 million bbl of condensate (about 1.4 billion bbl of oil). Eni is operator of Block CI-501 (90%) with partner Petroci Holding (10%).

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CFEnergía to supply natural gas to low-carbon methanol plant in Mexico

CFEnergía, a subsidiary of Mexico’s Federal Electricity Commission (CFE), has agreed to supply natural gas to Transition Industries LLC for its Pacifico Mexinol project near Topolobampo, Sinaloa, Mexico. Under the signed agreement, which enables the start of Pacifico Mexinol’s construction phase, CFEnergía will supply about 160 MMcfd of natural gas for an unspecified timeframe noted as “long term,” Transition Industries said in a release Feb. 16. The natural gas—to be sourced from the US and supplied at market prices via existing infrastructure—will be used as “critical input for Mexinol’s production of ultra-low carbon methanol,” the company said. Pacifico Mexinol The $3.3-billion Mexinol project, when it begins operations in late 2029 to early 2030, is expected to be the world’s largest ultra-low carbon chemicals plant with production of about 1.8 million tonnes of blue methanol and 350,000 tonnes of green methanol annually. Supply is aimed at markets in Asia, including Japan, while also boosting the development of the domestic market and the Mexican chemical industry. Mitsubishi Gas Chemical has committed to purchasing about 1 million tonnes/year of methanol from the project, about 50% of the project’s planned production. Transition Industries is jointly developing Pacifico Mexinol with the International Finance Corporation (IFC), a member of the World Bank Group. Last year, the company signed a contingent engineering, procurement, and construction (EPC) contract with the consortium of Samsung E&A Co., Ltd., Grupo Samsung E&A Mexico SA de CV, and Techint Engineering and Construction for the project. MAIRE group’s technology division NextChem, through its subsidiary KT TECH SpA, also signed a basic engineering, critical and proprietary equipment supply agreement with Samsung E&A in connection with its proprietary NX AdWinMethanol®Zero technology supply to the project.

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Netskope targets AI-driven network bottlenecks with AI Fast Path

AI Fast Path focuses on optimizing traffic flows between enterprise users, the Netskope cloud, and major AI providers. Netskope says more than 90% of its 120 NewEdge data centers can now connect to leading AI applications in less than five milliseconds from the Netskope cloud, an effort aimed at minimizing added delay as traffic is inspected for data loss prevention (DLP), threat protection, and policy enforcement. “Customers realized that if they don’t adopt these AI apps, they’re probably going to be extinct in a few years. At the same time, we can’t afford to compromise on security,” Arandjelovic says. “So, with NewEdge and the AI Fast Path, we’ve created a super-optimized path where there is literally barely a bump in the wire. At the same time, they are not compromising security, because you’re passing through our cloud and getting all the benefits of our data protection and threat protection.” As a set of capabilities within NewEdge, AI Fast Path enables better performance and efficiency for AI applications. According to Netskope, AI Fast Path provides enterprises with:

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AMD strikes massive AI chip deal with Meta

The funding is also unique. Instead of a cash purchase, AMD has reportedly given Meta warrants to buy up to 160 million shares at $0.01 each. Stock warrants are financial instruments that give you the right (but not the obligation) to buy a company’s stock at a fixed price before a certain expiration date, according to the vendors. With 1.6 billion shares outstanding, Meta is poised to acquire 10% of AMD. But perhaps not. These shares vest only as Meta buys more computing capacity. The final tranche vests only if AMD’s stock price hits $600, according to a recent 8K filing. AMD shares are currently valued at just over $200 as of this writing. The deal is identical to the one AMD struck with OpenAI last October. That deal was also for 6 GW worth of GPUs and included a warrant for up to 160 million AMD common stock shares structured to payout once certain targets were met. Meta is not playing favorites. Last week it announced that it will also deploy standalone Nvidia Grace CPUs in its production data centers, citing greatly improved performance-per-watt. That doesn’t come as a surprise to Gaurav Gupta, vice president analyst at Gartner, who says we are compute constrained and Hyperscalers or frontier model companies will use a multisource approach to get access to compute.  “No one wants to be stuck with a single vendor. Diversify and then different workloads have different compute needs.,” he said.

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Nvidia lines up partners to boost security for industrial operations

Akamai extends its micro-segmentation and zero-trust security platform Guardicore to run on Nvidia BlueField GPUs The integration offloads user-configurable security processes from the host system to the Nvidia BlueField DPU and enables zero-trust segmentation without requiring software agents on fragile or legacy systems, according to Akamai. Organizations can implement this hardware-isolated, “agentless” security approach to help align with regulatory requirements and lower their risk profile for cyber insurance. “It delivers deep, out-of-band visibility across systems, networks, and applications without disrupting operations. Security policies can be enforced in real time and are capable of creating a strong protective boundary around critical operational systems. The result is trusted insight into operational activity and improved overall cyber resilience,” according to Akamai. Forescout works with Nvidia to bring zero-trust technology to OT networks Forescout applies network segmentation to contain lateral movement and enforce zero-trust controls. The technology would be further integrated into partnership work already being done by the two companies. By running Forescout’s on-premises sensor directly on the Nvidia BlueField, part of Nvidia Cybersecurity AI platform, customers can offload intensive computing tasks, such as deep packet inspections. This speeds up data processing, enhances asset intelligence, and improves real-time monitoring, providing security teams with the insights needed to stay ahead of emerging threats, according to Forescout. Palo Alto to demo Prisma AIRS AI Runtime Security on Nvidia BlueField DPU Palo Alto Networks recently partnered with Nvidia to run its Prisma AI-powered Radio Security(AIRs) package on the Nvidia BlueField DPU and will show off the technology at the conference. The technology is part of the Nvidia Enterprise AI Factory validated design and can offer real-time security protection for industrial network settings. “Prisma AIRS AI Runtime Security delivers deep visibility into industrial traffic and continuous monitoring for abnormal behavior. By running these security services on Nvidia BlueField, inspection

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Raising the temp on liquid cooling

IBM isn’t the only one. “We’ve been doing liquid cooling since 2012 on our supercomputers,” says Scott Tease, vice president and general manager of AI and high-performance computing at Lenovo’s infrastructure solutions group. “And we’ve been improving it ever since—we’re now on the sixth generation of that technology.” And the liquid Lenovo uses in its Neptune liquid cooling solution is warm water. Or, more precisely, hot water: 45 degrees Celsius. And when the water leaves the servers, it’s even hotter, Tease says. “I don’t have to chill that water, even if I’m in a hot climate,” he says. Even at high temperatures, the water still provides enough cooling to the chips that it has real value. “Generally, a data center will use evaporation to chill water down,” Tease adds. “Since we don’t have to chill the water, we don’t have to use evaporation. That’s huge amounts of savings on the water. For us, it’s almost like a perfect solution. It delivers the highest performance possible, the highest density possible, the lowest power consumption. So, it’s the most sustainable solution possible.” So, how is the water cooled down? It gets piped up to the roof, Tease says, where there are giant radiators with massive amounts of surface area. The heat radiates away, and then all the water flows right back to the servers again. Though not always. The hot water can also be used to, say, heat campus or community swimming pools. “We have data centers in the Nordics who are giving the heat to the local communities’ water systems,” Tease says.

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Vertiv’s AI Infrastructure Surge: Record Orders, Liquid Cooling Expansion, and Grid-Scale Power Reflect Data Center Growth

2) “Units of compute”: OneCore and SmartRun On the earnings call, Albertazzi highlighted Vertiv OneCore, an end-to-end data center solution designed to accelerate “time to token,” scaling in 12.5 MW building blocks; and Vertiv SmartRun, a prefabricated white space infrastructure solution aimed at rapidly accelerating fit-out and readiness. He pointed to collaborations (including Hut 8 and Compass Data Centers) as proof points of adoption, emphasizing that SmartRun can stand alone or plug into OneCore. 3) Cooling evolution: hybrid thermal chains and the “trim cooler” Asked how cooling architectures may change (amid industry chatter about warmer-temperature operations and shifting mixes of chillers, CDUs, and other components) Albertazzi leaned into complexity as a feature, not a bug. He argued heat rejection doesn’t disappear, even if some GPU loads can run at higher temperatures. Instead, the future looks hybrid, with mixed loads and resiliency requirements forcing more nuanced thermal chains. Vertiv’s strategic product anchor here is its “trim cooler” concept: a chiller optimized for higher-temperature operation while retaining flexibility for lower-temperature requirements in the same facility, maximizing free cooling where climate and design allow. And importantly, Albertazzi dismissed the idea that CDUs are going away: “We are pretty sure that CDUs in various shapes and forms are a long-term element of the thermal chain.” 4) Edge densification: CoolPhase Ceiling + CoolPhase Row (Feb. 3) Vertiv also expanded its thermal portfolio for edge and small IT environments with the: Vertiv CoolPhase Ceiling (launching Q2 2026): ceiling-mounted, 3.5 kW to 28 kW, designed to preserve floor space. Vertiv CoolPhase Row (available now in North America) for row-based cooling up to 30 kW (300 mm width) or 40 kW (600 mm width). Vertiv Director of Edge Thermal Michal Podmaka tied the products directly to AI-driven edge densification and management consistency, saying the new systems “integrate seamlessly

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Execution, Power, and Public Trust: Rich Miller on 2026’s Data Center Reality and Why He Built Data Center Richness

DCF founder Rich Miller has spent much of his career explaining how the data center industry works. Now, with his latest venture, Data Center Richness, he’s also examining how the industry learns. That thread provided the opening for the latest episode of The DCF Show Podcast, where Miller joined present Data Center Frontier Editor in Chief Matt Vincent and Senior Editor David Chernicoff for a wide-ranging discussion that ultimately landed on a simple conclusion: after two years of unprecedented AI-driven announcements, 2026 will be the year reality asserts itself. Projects will either get built, or they won’t. Power will either materialize, or it won’t. Communities will either accept data center expansion – or they’ll stop it. In other words, the industry is entering its execution phase. Why Data Center Richness Matters Now Miller launched Data Center Richness as both a podcast and a Substack publication, an effort to experiment with formats and better understand how professionals now consume industry information. Podcasts have become a primary way many practitioners follow the business, while YouTube’s discovery advantages increasingly make video versions essential. At the same time, Miller remains committed to written analysis, using Substack as a venue for deeper dives and format experimentation. One example is his weekly newsletter distilling key industry developments into just a handful of essential links rather than overwhelming readers with volume. The approach reflects a broader recognition: the pace of change has accelerated so much that clarity matters more than quantity. The topic of how people learn about data centers isn’t separate from the industry’s trajectory; it’s becoming part of it. Public perception, regulatory scrutiny, and investor expectations are now shaped by how stories are told as much as by how facilities are built. That context sets the stage for the conversation’s core theme. Execution Defines 2026 After

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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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