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U.S. Secretary of Energy Chris Wright Delivers U.S. National Statement at the General Conference of the International Atomic Energy Agency in Vienna, Austria

VIENNA, AUSTRIA—U.S. Secretary of Energy Chris Wright today delivered the U.S. National Statement at the General Conference of the International Atomic Energy Agency (IAEA) in Vienna, Austria. Secretary Wright’s full remarks from the International Atomic Energy Agency (IAEA) General Conference are below: I am honored to represent the United States of America at the 70th […]

VIENNA, AUSTRIA—U.S. Secretary of Energy Chris Wright today delivered the U.S. National Statement at the General Conference of the International Atomic Energy Agency (IAEA) in Vienna, Austria.

Secretary Wright’s full remarks from the International Atomic Energy Agency (IAEA) General Conference are below:

I am honored to represent the United States of America at the 70th IAEA General Conference. This year, as we celebrate the 250th anniversary of the founding of the United States, we reflect on a history defined by a tireless spirit of innovation and bold exploration. It was this American drive that, over seven decades ago, moved President Dwight D. Eisenhower to deliver his historic ‘Atoms for Peace’ address, sowing the seeds for the creation of this very Agency.

Together, our high-level cooperation has achieved monumental milestones—pioneering global safeguards, securing vulnerable fissile materials across the globe, countering and preparing for radiological and nuclear threats, creating energy abundance, and advancing nuclear science to improve living standards. As the world’s foremost nuclear innovator, the United States remains steadfastly dedicated to the IAEA’s mission.

I would like to take a moment to congratulate Timor Leste on becoming the newest member of the IAEA. America looks forward to working with you.

Thanks to President Trump’s leadership, the United States is ushering in an American nuclear renaissance. President Trump directed the Administration to revitalize America’s nuclear sector, modernizing regulations, improving processes and streamlining advanced reactor testing to rebuild the nuclear industrial base.

This agenda allows the United States to establish an expedited pathway for testing and approving advanced reactors, set standards for converting surplus uranium and plutonium into reactor fuel, and support the energy infrastructure needed for America’s reindustrialization and artificial intelligence.

These actions advance President Trump’s bold goal of adding 300 gigawatts of new nuclear capacity in the United States by 2050.

Through the Department of Energy’s advanced reactor pilot program, we are committed to supporting the deployment of small modular reactors. This program has led to five distinct reactors achieving criticality in rapid succession. The operational data and regulatory insights gained from these projects will directly inform the success of future commercial reactor technologies.

Through the Department of Energy’s groundbreaking Genesis Mission, we are unleashing AI to revolutionize nuclear engineering. This initiative uses AI to accelerate research and simplify testing. These tools will make it easier, safer, and more affordable to build the next generation of nuclear reactors.

There is no question, the United States remains committed to the peaceful expansion of nuclear energy.

We are encouraged by the number of countries interested in joining the Convention on Supplementary Compensation for Nuclear Damage (CSC). As the only international instrument with the potential to establish a global regime for civil nuclear liability and compensation, the CSC is a key step to unlocking project financing and facilitating civil nuclear cooperation among all IAEA Member States.

As America leads a new era of nuclear energy at home and around the world, we will prove that rapid growth and uncompromising standards go hand in hand. American nuclear leadership means American technology backed by the world’s highest standards of safety, security, and nonproliferation—protecting our national interests while strengthening the competitiveness of our companies and earning the trust of our partners.

We resolutely support the IAEA’s independence and technical credibility in its mission to promote the safe, secure, and peaceful uses of nuclear technology, and we will continue to work closely with the IAEA to advance these efforts.

The United States is proud to be the largest contributor to the IAEA, including its work on peaceful, non-power nuclear applications. From fighting cancer and protecting agriculture to strengthening nuclear security and advancing innovation, these investments deliver tangible benefits to people around the world.

America’s nuclear leadership requires the strongest possible safety and security foundation, and we commend the IAEA for its assistance in advancing these priorities worldwide.

A powerful, recent testament to this shared security mission is our successful joint operation between the United States, United Kingdom, and Venezuela, with the vital technical support of the IAEA, to remove 13.5 kilograms of enriched uranium from the shutdown RV-1 research reactor.

On another positive note, Syria has taken concrete measures to remedy its prior noncompliance through full and accurate reporting consistent with its NPT Safeguards agreement. We commend President Ahmed al-Sharaa for his leadership, and President Trump for developing a visionary policy towards the new Syrian government that paved the way. This shows that resolving safeguards noncompliance is possible, and that what makes it possible is full and proactive cooperation and transparency. There are no shortcuts when it comes to closing significant, long-standing safeguards noncompliance involving undeclared nuclear material and facilities.

In stark contrast, The Islamic Republic of Iran’s continued failure to uphold its NPT-required safeguards obligations undermines the international nonproliferation regime. Its lack of transparency with the IAEA is unacceptable. Safeguards obligations are not optional, and they cannot be ignored without consequence. The Director General’s reports have been clear: the Islamic Republic of Iran continues to deny the IAEA’s verification and monitoring mandate.

Iran has been given ample time to address its egregious negligence toward its NPT-required obligations, but that time is up. Allowing Iran more time only delays overdue accountability. In June of 2025, the Board of Governors adopted a resolution finding Iran to be noncompliant with its safeguards agreement because it failed to credibly address critical safeguards concerns that had been outstanding for more than six years. Since this adoption, the Board has deferred its reporting obligation five times to provide Iran time to improve its cooperation with the Agency. These delays have not yielded the desired results. In contrast to Iran’s failure to live up to their obligations, the Board of Governors took the required action to report Iran’s noncompliance to the UN Security Council.

The position of President Trump and the United States is unequivocal: Iran must never develop or obtain a nuclear weapon. Iran must fully cooperate with the IAEA, meet its safeguards obligations, and provide the access necessary for the Agency to do its job. The choice before Iran is clear: continued defiance and isolation, or cooperation and a path toward greater security, prosperity, and integration with the international community.

America believes the IAEA’s enduring strength lies in its founding mission: verifying nuclear safeguards, ensuring nuclear safety and security, and delivering peaceful nuclear technology to Member States. Furthermore, we ask the Agency to prioritize operational efficiency, eliminate redundant programs, and ensure that all funding contributed by Member States is used to uphold the foundational promise that underpins the nuclear nonproliferation regime. A disciplined IAEA—remaining focused on its core technical mandate—will prove beneficial to all Member States. The United States is committed to working with the IAEA and Member States to promote peaceful nuclear technology with the highest standards of safeguards, safety, and security. Together, we can build a future defined by partnership and peace—fueled by the awesome power of the atom.

Thank you.

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Cornelis lands $205M to make AI networks compute, not just connect

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Energy Department Launches $16 Million Prize To Grow the Mining and Critical Minerals Workforce

WASHINGTON—The U.S. Department of Energy’s (DOE) Office of Critical Minerals and Energy Innovation (CMEI) today launched the PROSPECT Planning Prize to support universities in developing the skilled workforce required to produce, process, recover, and recycle critical minerals on American soil. Each winner will receive up to $1 million from a total prize pool of $16 million. “Mining and critical minerals professionals are essential to America’s success in manufacturing, AI, energy, and national security—but this country isn’t producing enough of them,” said Assistant Secretary of Energy Audrey Robertson. “Through this prize competition, DOE will empower universities to pursue more ambitious strategies for attracting and educating the workers we need for a robust critical mineral supply chain.” This prize competition is part of DOE’s $100 million Providing Opportunities for Specialized Education in Critical Technologies (PROSPECT) initiative, which delivers on President Trump’s bold agenda to restore American energy dominance, rebuild domestic supply chains, and reduce reliance on foreign adversaries for critical minerals. The initiative’s near-term goal is to double the number of graduates with mining, minerals, and associated supply chain credentials across the United States. U.S.-based academic institutions with prize-eligible degree programs are encouraged to submit plans. Proposed programs should aim to substantially increase the number of graduates and other credentialed professionals prepared for relevant mining and supply chain careers in the next two years. Programs may target a range of beneficiaries, including early-career professionals, incumbent workers, educators, and students in university, community college, or high school. Applications are now open. The deadline for submission is Oct. 5, 2026. Learn more about this competition, including key dates and submission details, on the PROSPECT Prize page. The PROSPECT Planning Prize is funded by CMEI and managed by the National Laboratory of the Rockies under the American-Made prize program. ###

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U.S. Secretary of Energy Chris Wright Delivers U.S. National Statement at the General Conference of the International Atomic Energy Agency in Vienna, Austria

VIENNA, AUSTRIA—U.S. Secretary of Energy Chris Wright today delivered the U.S. National Statement at the General Conference of the International Atomic Energy Agency (IAEA) in Vienna, Austria. Secretary Wright’s full remarks from the International Atomic Energy Agency (IAEA) General Conference are below: I am honored to represent the United States of America at the 70th IAEA General Conference. This year, as we celebrate the 250th anniversary of the founding of the United States, we reflect on a history defined by a tireless spirit of innovation and bold exploration. It was this American drive that, over seven decades ago, moved President Dwight D. Eisenhower to deliver his historic ‘Atoms for Peace’ address, sowing the seeds for the creation of this very Agency. Together, our high-level cooperation has achieved monumental milestones—pioneering global safeguards, securing vulnerable fissile materials across the globe, countering and preparing for radiological and nuclear threats, creating energy abundance, and advancing nuclear science to improve living standards. As the world’s foremost nuclear innovator, the United States remains steadfastly dedicated to the IAEA’s mission. I would like to take a moment to congratulate Timor Leste on becoming the newest member of the IAEA. America looks forward to working with you. Thanks to President Trump’s leadership, the United States is ushering in an American nuclear renaissance. President Trump directed the Administration to revitalize America’s nuclear sector, modernizing regulations, improving processes and streamlining advanced reactor testing to rebuild the nuclear industrial base. This agenda allows the United States to establish an expedited pathway for testing and approving advanced reactors, set standards for converting surplus uranium and plutonium into reactor fuel, and support the energy infrastructure needed for America’s reindustrialization and artificial intelligence. These actions advance President Trump’s bold goal of adding 300 gigawatts of new nuclear capacity in the United States by 2050.

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YPF taps Axens for new diesel hydrotreater at Argentinian refinery

YPF SA has let a contract to Axens Group to license proprietary technology and provide associated equipment for a new 5,000-cu m/day diesel hydrotreating unit to be installed at one of the Argentine operator’s in-country industrial complexes. As part of the contract announced in September, Axens will deliver the new diesel hydrotreating unit—which will be configured with Prime-D technology—in prefabricated modules, an approach the technology provider said will reduce project execution time by 6 months compared with conventional site construction. The modular design will integrate pressure vessels, structural components, piping, and instrumentation before shipment to the refinery. The approach is intended to limit on-site construction and interference with ongoing refinery operations, Axens said. While Axens confirmed it will execute the project in a way that allows YPF to maintain ongoing operations of the refinery, neither the service provider nor YPF identified which industrial complex will receive the new unit or disclose its capital cost, schedule, or anticipated startup date. Broader fuel-improvement program The new unit comes as part of YPF’s broader program to bring its refining system into compliance with Argentina’s tighter diesel specifications. YPF operates three refineries with combined capacity of 338,000 b/d: La Plata, Luján de Cuyo, and Plaza Huincul. In the operator’s second-quarter 2026 earnings report and accompanying presentation, YPF confirmed completing installation and commissioning in July of its previously announced new hydrotreating unit at the 113,900-b/d Luján de Cuyo refining complex in Mendoza Province, Argentina. In its 2025 annual report published earlier in 2026, YPF said the Luján de Cuyo project also was to include a new hydrogen-generation unit, as well as a revamp of a separate hydrotreating unit at the site. The report identified an estimated $637 million investment for the refinery’s wider fuel-quality program. The annual report also confirmed advanced engineering design for new

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IEA: Ukrainian drone campaign degrades Russian refining resilience

Increasingly frequent and precise Ukrainian drone attacks are damaging Russian processing units and lengthening repair times, forcing Moscow into unprecedented export bans, relaxed fuel-quality standards, and imports to protect domestic supply, according to the International Energy Agency (IEA). Russia’s 32 major refineries, with 6.5 million b/d of nameplate capacity, make it the world’s third-largest refined-products producer after the US and China. But crude runs fell to 3.8 million b/d in June 2026, down 30% year on year and the lowest since May 2004. Gasoline output is reportedly down about 20%. Ukraine has targeted Russian oil infrastructure since the 2022 full-scale invasion, but IEA said the campaign’s scale, range, and effectiveness increased sharply during 2025-26. A Russian refinery was successfully struck once every 3 days on average in the first 8 months of 2026. Ukrainian forces are now sending multiple drone waves against single sites, overwhelming protective netting and air defenses. Reach has expanded as well. On July 7, Ukraine struck Gazprom Neft PJSC’s 450,000-b/d Omsk refinery, Russia’s largest, some 2,500 km from the border, while several refineries closer to Ukraine have been hit as many as 15 times. By late August, only four major refineries—all in Eastern Siberia or farther east, 3,500-6,500 km from Ukraine—remained untouched. Secondary units targeted Targeting also appears more precise, increasingly hitting secondary units alongside crude distillation units. Fluid catalytic crackers, reformers, and hydrotreaters are critical to light-product yields and fuel specifications. Minor damage to a crude distillation unit can often be repaired in 1-2 weeks, but serious damage to more complex units can require 6-8 months, IEA said. The 250,000-b/d Moscow refinery, heavily damaged in June, is reportedly offline until early 2027. Sanctions are compounding the problem by restricting access to replacement equipment and specialist suppliers. Refiners have tried to preserve throughput by postponing maintenance,

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BLM Wyoming lease sale generates $82 million, Colorado’s sale fetches $4.7 million

The US Bureau of Land Management (BLM)’s quarterly lease sale in Wyoming Sept. 10 showed a robust $82.4 million in high bids, while its Colorado lease sale pulled in $4.7 million, a fraction of the $35.26 million in revenue generated at the bureau’s last lease sale in the state in June. In Wyoming, BLM leased 99 parcels totaling 114,389 acres, with strong interest and competition in Converse and Campbell Counties in the Powder River basin of northeastern Wyoming. The two counties produced 64% of Wyoming’s crude oil in 2024, with Converse leading at 43.3 million bbl, according to the Wyoming State Geological Survey. BLM’s sales statistics show that of the 17 parcels receiving 10 or more bids during the sale, all but 2 were in Converse and Campbell Counties. Most parcels there fetched over $1000/acre, with one in Converse receiving an $8,000/acre winning bid. In contrast, many other counties saw little competition, with 37,000 acres receiving no bids and 12 parcels, totaling over 16,000 acres, going for the legal minimum of $10/acre. In Colorado, BLM leased 29 parcels totaling 14,212 acres. The bureau offered far more acreage in the two previous sales–leasing 134,173 acres in June and 42,532 acres in September. Details of the Colorado sale were unavailable pending the state’s final review. Federal onshore oil and gas leases extend 10 years or as long as production continues in paying quantities, and they carry a 12.5% royalty rate, with revenues split between the federal government and the state.

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Energy Secretary Keeps Northwest Coal Generating Plant Online

WASHINGTON—U.S. Secretary of Energy Chris Wright today issued an emergency order to keep affordable, reliable, and secure coal generation in the State of Washington online to help address critical grid reliability issues facing the Northwestern region of the United States. The emergency order directs TransAlta Centralia Generation, LLC (TransAlta) to ensure that Unit 2 of the Centralia Generating Station in Centralia, Washington, a coal-fired power plant, remains available to operate. Centralia Unit 2 was scheduled to shut down at the end of 2025. “America needs more reliable power, not less, and today’s order will help ensure reliable electricity generation remains available to help address periods of peak demand,” said Secretary Wright. “The Trump Administration remains committed to reversing the misguided energy subtraction policies it inherited from past leaders. Instead, we are advancing energy addition and expanding the American people’s access to affordable, reliable, and secure electricity. Similar actions preventing the premature shutdown of reliable power generation have prevented blackouts and likely saved lives.” Thanks to President Trump’s leadership, coal generating plants across the country are being saved from premature retirement. For example, in 2025, more than 17 gigawatts of coal-power electricity generation were saved from going offline.  The availability of Centralia to operate will continue to be an asset to maintain reliability in the Western Electricity Coordinating Council (WECC) Northwest region and is necessary to address elevated reliability risks in the WECC-Northwest region during extreme weather and reduce the risk of power outages that could threaten public health and safety.  As outlined in DOE’s Resource Adequacy Report, premature retirements of reliable generation resources increase the risk of power outages. This order is in effect beginning on September 13, 2026, through December 11, 2026.

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Nuclear’s Next AI Test: Building at Scale

For data center developers facing multiyear utility interconnection queues and tightening power markets, nuclear energy is entering a different phase of its AI infrastructure story. The near-term opportunity still rests largely with the existing reactor fleet. Holtec International has moved the Palisades Nuclear Plant in Michigan into fuel loading, one of the final major stages before reactor startup activities. Constellation Energy, meanwhile, continues to work toward a 2027 restart of the former Three Mile Island Unit 1, now the Christopher M. Crane Clean Energy Center, under its long-term power agreement with Microsoft. Together, Palisades and Crane represent roughly 1.64 GW of existing nuclear capacity that could return to service without waiting for entirely new plants to be licensed, financed and constructed. That makes reactor restarts one of the few ways nuclear generation can materially intersect with data center power demand before the end of the decade. But the more consequential change may be taking place further upstream. A burst of activity from advanced nuclear developers at the end of August pointed increasingly toward the industrial systems required to move new reactor designs from demonstrations to repeatable infrastructure. X-energy, TerraPower, GE Vernova Hitachi, Oklo, Westinghouse, Kairos Power and others reported progress involving fuel supply, reactor testing, manufacturing, licensing and commercial deployment. None of these advanced reactor projects will solve the industry’s 2027 or 2028 power shortage. That is no longer the most useful test. The more important question is whether advanced nuclear can begin acquiring the characteristics of an industrial supply chain: dependable fuel, standardized manufacturing, repeatable construction, tested reactor systems and enough commercial certainty for large power customers to plan around deployment schedules measured in years rather than speculation. For data center infrastructure, that is the transition worth watching. Palisades Moves From Restoration to Startup The clearest near-term proof point

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The waste heat paradox: How data centers can cool AI with the heat AI creates

A 40-year-old technology built for this exact moment Absorption chillers produce chilled water the way a conventional chiller does, but they use heat instead of electricity to drive the refrigeration cycle. A generator uses hot water, steam, or exhaust gas to separate refrigerant vapor from a lithium bromide solution; the vapor condenses, evaporates under low pressure to produce the cooling effect, and is reabsorbed to close the loop. Because there’s no large electrically driven compressor, the electrical footprint is small: industry analysis puts absorption chillers at roughly 2 MW of cooling output for just 20–25 kW of electrical input, compared to 500 kW or more of electrical draw for a conventional chiller doing the same job. The technology has existed commercially for decades and never displaced electric chillers at scale, for one simple reason: it needs a steady, moderate-to-high-temperature heat source to run, and building a boiler specifically to feed one erased most of the savings. That missing piece is exactly what two current infrastructure trends are now supplying as a byproduct. Two trends CIOs are already funding that solve the “missing heat” problem 1. On-site power generation is becoming standard, not exceptional Grid interconnection delays in major data center markets now stretch into years, pushing hyperscale operators toward gas turbines, engines, and fuel cells built directly on campus — all of which reject substantial heat as a byproduct of making electricity. Bloom Energy already pairs its fuel-cell systems directly with absorption chillers at data center sites, using exhaust heat to generate chilled water and reduce reliance on the electric chiller plant. Some industry forecasts expect roughly a third of data centers to run fully on-site-powered campuses by 2030 — meaning this heat stream is a permanent feature of the infrastructure roadmap, not a one-off opportunity.

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DCF Poll: How Should Utilities Vet Real vs. ‘Ghost’ Data Center Demand?

Matt Vincent is Editor in Chief of Data Center Frontier, where he leads editorial strategy and coverage focused on the infrastructure powering cloud computing, artificial intelligence, and the digital economy. A veteran B2B technology journalist with more than two decades of experience, Vincent specializes in the intersection of data centers, power, cooling, and emerging AI-era infrastructure. Since assuming the EIC role in 2023, he has helped guide Data Center Frontier’s coverage of the industry’s transition into the gigawatt-scale AI era, with a focus on hyperscale development, behind-the-meter power strategies, liquid cooling architectures, and the evolving energy demands of high-density compute, while working closely with the Digital Infrastructure Group at Endeavor Business Media to expand the brand’s analytical and multimedia footprint. Vincent also hosts The Data Center Frontier Show podcast, where he interviews industry leaders across hyperscale, colocation, utilities, and the data center supply chain to examine the technologies and business models reshaping digital infrastructure. Since its inception he serves as Head of Content for the Data Center Frontier Trends Summit. Before becoming Editor in Chief, he served in multiple senior editorial roles across Endeavor Business Media’s digital infrastructure portfolio, with coverage spanning data centers and hyperscale infrastructure, structured cabling and networking, telecom and datacom, IP physical security, and wireless and Pro AV markets. He began his career in 2005 within PennWell’s Advanced Technology Division and later held senior editorial positions supporting brands such as Cabling Installation & Maintenance, Lightwave Online, Broadband Technology Report, and Smart Buildings Technology. Vincent is a frequent moderator, interviewer, and keynote speaker at industry events including the HPC Forum, where he delivers forward-looking analysis on how AI and high-performance computing are reshaping digital infrastructure. He graduated with honors from Indiana University Bloomington with a B.A. in English Literature and Creative Writing and lives in southern New Hampshire with

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Nvidia invests $3.5B in MediaTek to extend its grip on AI

AI infrastructure: MediaTek will work with Nvidia’s NVLink Fusion ecosystem to enable customers to develop custom AI infrastructure designed to integrate with Nvidia rack-scale systems and AI factories. Local AI computing: The companies will continue to collaborate on multiple generations of Nvidia RTX Spark and DGX Spark PC chips, powering consumer PCs, AI developer supercomputers, and enterprise-class workstations, that integrate Nvidia GPUs with MediaTek SoCs. Automotive: MediaTek and Nvidia will continue developing platforms for AI-powered, software-defined vehicles in the era of physical AI.  “MediaTek is one of the world’s great semiconductor companies, with exceptional expertise in system-on-chip design, connectivity, leading performance and power efficiency,” said Jensen Huang, founder and CEO of Nvidia, in a statement. “Together, we’re building platforms that bring Nvidia accelerated computing to new markets and give customers the freedom to create differentiated AI systems at enormous scale.” NVLink is a high-performance interface, but this move also helps lock in customers to the Nvidia platform, since NVLink Fusion is not about to hook up to AMD processors. For MediaTek, the Nvidia investment provides a big pile of cash and access to Nvidia’s infrastructure as it attempts to establish itself as a major supplier of custom data center silicon.

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AI Puts Fiber on the Critical Path

Fiber Becomes Part of the Build A decade ago, DC Blox might have prioritized land near existing fiber from AT&T, Verizon, Zayo or another established network provider. That calculation is different today. As data center campuses have grown and hyperscalers have become a larger share of the customer base, Wabik said connectivity has increasingly become another construction package associated with the project itself. “If Zayo or Verizon or AT&T just happens to be there close by, that’s a good thing,” he said. “But fiber construction is inherently anymore just part of the construction component.” That changes the site-selection question from Is there fiber nearby? to Can fiber be built here at the scale and diversity the customer requires? For DC Blox, Wabik said that can mean assessing whether sufficient public right-of-way exists to establish three or sometimes four diverse fiber paths into a data center. That distinction is important, as AI workloads push infrastructure into markets where power, land and energy options may be more abundant than established carrier density. The hyperscalers themselves have also become major network builders. Wabik characterized them provocatively as today’s telecom providers, pointing to the scale of terrestrial fiber they commission as well as the growing role of companies such as Amazon, Google and Meta in subsea cable development. The point is less that traditional carriers have disappeared than that hyperscalers increasingly design, commission and control enormous portions of the connectivity required to support their own infrastructure. DC Blox now sees requests for 864-count fiber as routine and, in some cases, 1,728-count cable. That would have been difficult to imagine during an earlier era when a handful of fibers from an established carrier could satisfy a data center’s connectivity requirements. AI-Scale Fiber Gets Physical The scale becomes clearer when the discussion moves from abstract network

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Power First: AI Data Centers Become Energy Systems

For decades, data centers consumed electricity much like other large commercial customers: power arrived from the utility, while batteries and diesel generators stood behind it to protect the load. AI is starting to break that model. As data center campuses grow toward hundreds of megawatts and, in some cases, gigawatt scale, developers are increasingly taking responsibility for an energy system that once sat largely outside the data center boundary. Natural gas supply, onsite generation, fuel cells, batteries, controls and the behavior of the compute load itself are increasingly becoming parts of the same infrastructure system. That was the central thread running through “Power First: The New Playbook for Delivering AI Data Centers,” an Aug. 4 session at the Data Center Frontier Trends Summit 2026 in Reston, Virginia. Moderated by Fengrong Li, Senior Managing Director at FTI Consulting, the panel brought together Jim Summers, CEO of GPC Infrastructure; Shankar Achanta, EVP and Chief Product and Technology Officer at FuelCell Energy; Judith Judson, Executive Vice President at Calibrant Energy; and Yuval Bachar, Founder and CEO of EdgeCloudLink. The discussion began with the immediate constraint — the grid cannot deliver capacity on the timetable AI developers increasingly require — but quickly moved beyond the familiar concept of “bridge power.” The larger question was what happens when the data center itself becomes an energy system. From Backup Power to Prime Power Behind-the-meter generation is not new. What has changed is its role and scale. “Traditionally, behind-the-meter generation has been for backup and the sizes were smaller,” Achanta said. “But what they’re seeing is the demand for the power is growing rapidly due to the data center load.” Interconnection queues, transmission limitations and equipment supply constraints are pushing onsite generation into what Achanta called the “front seat,” supplying primary power rather than waiting behind the

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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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