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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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Market Focus: LNG supply shocks expose limited market flexibility

@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; } In this Market Focus episode of the Oil & Gas Journal ReEnterprised podcast, Conglin Xu, managing editor, economics, takes a look into the LNG market shock caused by the effective closure of the Strait of Hormuz and the sudden loss of Qatari LNG supply as the Iran war continues. Xu speaks with Edward O’Toole, director of global gas analysis, RBAC Inc., to examine how these disruptions are intensifying global supply constraints at a time when European inventories were already under pressure following a colder-than-average winter and weaker storage levels. Drawing on RBAC’s G2M2 global gas market model, O’Toole outlines disruption scenarios analyzed in the firm’s recent report and explains how current events align with their findings. With global LNG production already operating near maximum utilization, the market response is being driven by higher prices and reduced consumption. Europe faces sharper price pressure due to storage refill needs, while Asian markets are expected to see greater demand reductions as consumers switch fuels. O’Toole underscores the importance of scenario-based modeling and supply diversification as geopolitical risk exposes structural vulnerabilities in the LNG market—offering insights for stakeholders navigating an increasingly uncertain global

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Libya’s NOC, Chevron sign MoU for technical study for offshore Block NC146

@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; } The National Oil Corp. of Libya (NOC) signed a memorandum of understanding (MoU) with Chevron Corp. to conduct a comprehensive technical study of offshore Block NC146. The block is an unexplored area with “encouraging geological indicator that could lead to significant discoveries, helping to strengthen national reserves,” NOC noted Chairman Masoud Suleman as saying, noting that the partnership is “a message of confidence in the Libyan investment environment and evidence of the return of major companies to work and explore promising opportunities in our country.” According to the NOC, Libya produces 1.4 million b/d of oil and aims to increase oil production in the coming 3-5 years to 2 million b/d and then to 3 million b/d following years of instability that impacted the country’s production.   Chevron is working to add to its diverse exploration and production portfolio in the Mediterranean and Africa and continues to assess potential future opportunities in the region.  The operator earlier this year entered Libya after it was designated as a winning bidder for Contract Area 106 in the Sirte basin in the 2025 Libyan Bid Round. That followed the January 2026 signing of a

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Aria Networks raises $125M and debuts its approach for AI-optimized networks

That embedded telemetry feeds adaptive tuning of Dynamic Load Balancing parameters, Data Center Quantized Congestion Notification (DCQCN) and failover logic without waiting for a threshold breach or a manual intervention. The platform architecture is layered. At the lowest levels, agents react in microseconds to link-level events such as transceiver flaps, rerouting leaf-spine traffic in milliseconds. At higher layers, agents make more strategic decisions about flow placement across the cluster. At the cloud layer, a large language model-based agent surfaces correlated insights to operators in natural language, allowing them to ask questions about specific jobs or alert conditions and receive context-aware responses. Karam argued that simply bolting an LLM onto an existing architecture does not deliver the same result. “If you ask it to do anything, it could hallucinate and bring down the network,” he said. “It doesn’t have any of the context or the data that’s required for this approach to be made safe.” Aria also exposes an MCP server, allowing external systems such as job schedulers and LLM routers to query network state directly and integrate it into their own decision-making. MFU and token efficiency as the target metrics Traditional networking is often evaluated in terms of bandwidth and latency. Aria is centering its platform around two metrics: Model FLOPS Utilization (MFU) and token efficiency. MFU is defined as the ratio of achieved FLOPS per accelerator to the theoretical peak. In practice, Karam said, MFU for training workloads typically runs between 33% and 45%, and inference often comes in below 30%. “The network has a major impact on the MFU, and therefore the token efficiency, because the network touches every aspect, every other component in your cluster,” Karam said.

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New v2 UALink specification aims to catch up to NVLink

But given there are no products currently available using UALink 1.0, UALink 2.0 might be viewed as a premature launch Need to play catch up David Harold, senior analyst with Jon Peddie Research, was guarded in his reaction. “While 2.0 is a significant step forward from 1.0, we need to bear in mind that even 1.0 solutions aren’t shipping yet – they aren’t due until later this year. So, Nvidia is way ahead of the open alternatives on connectivity, indeed ahead of the proprietary or Ethernet based solutions too,” he said. What this means, he added, is that non-Nvidia alternatives are currently lagging in the market. “They need to play catch up on several fronts, not just networking. … I can’t think of a single shipping product that meaningfully has advantages over a Nvidia solution,” he said. “Ultimately UALink remains desirable since it will enable heterogeneous, multi-vendor environments but it’s quite a way behind NVLink today. ” There are plenty of signs that organizations will find it hard to break free of the Nvidia dominance, however. A couple of months ago, RISC-V pioneer SiFive signed a deal with Nvidia to incorporate Nvidia NVLink Fusion into its data center products, a departure for RISC companies. According to Harold, other companies could be joining it. “Custom ASIC company MediaTek is an NVLink partner, and they told me last week that they are planning to integrate it directly into next-generation custom silicon for AI applications,” he said. “This will enable a wider range of companies to use NVLink as their high-speed interconnect.” Other options And, Harold noted, Nvidia is already looking at other options. “Nvidia is now shifting to look at the copper limit for networking speed, with an interest in using optical connectivity instead,” said Harold.

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Nvidia’s SchedMD acquisition puts open-source AI scheduling under scrutiny

Is the concern valid? Dr. Danish Faruqui, CEO of Fab Economics, a US-based AI hardware and datacenter advisory, said the risk was real. “The skepticism that Nvidia may prioritize its own hardware in future software updates, potentially delaying or under-optimizing support for rivals, is a feasible outcome,” he said. As the primary developer, Nvidia now controls Slurm’s official development roadmap and code review process, Faruqui said, “which could influence how quickly competing chips are integrated on new development or continuous improvement elements.” Owning the control plane alongside GPUs and networking infrastructure such as InfiniBand, he added, allows Nvidia to create a tightly vertically integrated stack that can lead to what he described as “shallow moats, where advanced features are only available or performant on Nvidia hardware.” One concrete test of that, industry observers say, will be how quickly Nvidia integrates support for AMD’s next-generation chips into Slurm’s codebase compared with how quickly it integrates its own forthcoming hardware and networking technologies, such as InfiniBand. Does the Bright Computing precedent hold? Analysts point to Nvidia’s 2022 acquisition of Bright Computing as a reference point, saying the software became optimized for Nvidia chips in ways that disadvantaged users of competing hardware. Nvidia disputed that characterization, saying Bright Computing supports “nearly any CPU or GPU-accelerated cluster.” Rawat said the comparison was instructive but imperfect. “Nvidia’s acquisition of Bright Computing highlights its preference for vertical integration, embedding Bright tightly into DGX and AI Factory stacks rather than maintaining a neutral, multi-vendor orchestration role,” he said. “This reflects a broader strategic pattern — Nvidia seeks to control the full-stack AI infrastructure experience.”

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Two New England states say no to new data centers

It’s getting harder and harder for governments to ignore the impact that data centers are having on their communities, consuming vast amounts of water and driving up electricity prices, experts say. According to a Pew Research Center analysis, data centers consumed 183 terawatt-hours of electricity in 2024, more than 4% of total U.S. electricity use. That demand is projected to more than double to 426 terawatt-hours by 2030. The impact is significant. In 2023, data centers consumed about 26% of Virginia’s electricity supply, although Virginia is notable for having an extremely dense collection of data centers. Alan Howard, senior analyst for infrastructure at Omdia, says he is not surprised at all. “The amount of national press coverage regarding what is arguably a limited number of data center ‘horror’ stories has many jurisdictions and states spooked over the potential impacts data center projects might have,” he said. It’s an evolution that’s been coming for some time whereby local legislators have embraced the idea that they don’t want to learn the hard way as others already have, he argues. “All that said, it seems unlikely that there will be broad bans on data center development that would cripple the industry. There’s lots of places to go in the U.S. and developers have warmed up to siting projects in places amenable to their needs, although not ideally convenient,” said Howard.

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Nscale Expands AI Factory Strategy With Power, Platform, and Scale

Nscale has moved quickly from startup to serious contender in the race to build infrastructure for the AI era. Founded in 2024, the company has positioned itself as a vertically integrated “neocloud” operator, combining data center development, GPU fleet ownership, and a software stack designed to deliver large-scale AI compute. That model has helped it attract backing from investors including Nvidia, and in early March 2026 the company raised another $2 billion at a reported $14.6 billion valuation. Reuters has described Nscale’s approach as owning and operating its own data centers, GPUs, and software stack to support major customers including Microsoft and OpenAI. What makes Nscale especially relevant now is that it is no longer content to operate as a cloud intermediary or capacity provider. Over the past year, the company has increasingly framed itself as an AI hyperscaler and AI factory builder, seeking to combine land, power, data center shells, GPU procurement, customer offtake, and software services into a single integrated platform. Its acquisition of American Intelligence & Power Corporation, or AIPCorp, is the clearest signal yet of that shift, bringing energy infrastructure directly into the center of Nscale’s business model. The AIPCorp transaction is significant because it gives Nscale more than additional development capacity. The company said the deal includes the Monarch Compute Campus in Mason County, West Virginia, a site of up to 2,250 acres with a state-certified AI microgrid and a power runway it says can scale beyond 8 gigawatts. Nscale also said the acquisition establishes a new division, Nscale Energy & Power, headquartered in Houston, extending its platform further into power development. That positioning reflects a broader shift in the AI infrastructure market. The central bottleneck is no longer simply access to GPUs. It is the ability to assemble power, cooling, land, permits, data center

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Google Research touts memory-compression breakthrough for AI processing

The last time the market witnessed a shakeup like this was China’s DeepSeek, but doubts emerged quickly about its efficacy. Developers found DeepSeek’s efficiency gains required deep architectural decisions that had to be built in from the start. TurboQuant requires no retraining or fine-tuning. You just drop it straight into existing inference pipelines, at least in theory. If it works in production systems with no retrofitting, then data center operators will get tremendous performance gains on existing hardware. Data center operators won’t have to throw hardware at the performance problem. However, analysts urge caution before jumping to conclusions. “This is a research breakthrough, not a shipping product,” said Alex Cordovil, research director for physical infrastructure at The Dell’Oro Group. “There’s often a meaningful gap between a published paper and real-world inference workloads.” Also, Dell’Oro notes that efficiency gains in AI compute tend to get consumed by more demand, known as the Jevons paradox. “Any freed-up capacity would likely be absorbed by frontier models expanding their capabilities rather than reducing their hardware footprint.” Jim Handy, president of Objective Analysis, agrees on that second part. “Hyperscalers won’t cut their spending – they’ll just spend the same amount and get more bang for their buck,” he said. “Data centers aren’t looking to reach a certain performance level and subsequently stop spending on AI. They’re looking to out-spend each other to gain market dominance. This won’t change that.” Google plans to present a paper outlining TurboQuant at the ICLR conference in Rio de Janeiro running from April 23 through April 27.

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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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