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What it’s like to be banned from the US for fighting online hate

It was early evening in Berlin, just a day before Christmas Eve, when Josephine Ballon got an unexpected email from US Customs and Border Protection. The status of her ability to travel to the United States had changed—she’d no longer be able to enter the country.  At first, she couldn’t find any information online as to why, though she had her suspicions. She was one of the directors of HateAid, a small German nonprofit founded to support the victims of online harassment and violence. As the organization has become a strong advocate of EU tech regulations, it has increasingly found itself attacked in campaigns from right-wing politicians and provocateurs who claim that it engages in censorship.  It was only later that she saw what US Secretary of State Marco Rubio had posted on X: For far too long, ideologues in Europe have led organized efforts to coerce American platforms to punish American viewpoints they oppose. The Trump Administration will no longer tolerate these egregious acts of extraterritorial censorship.Today, @StateDept will take steps to…— Secretary Marco Rubio (@SecRubio) December 23, 2025 Rubio was promoting a conspiracy theory about what he has called the “censorship-industrial complex,” which alleges widespread collusion between the US government, tech companies, and civil society organizations to silence conservative voices—the very conspiracy theory HateAid has recently been caught up in.  Then Undersecretary of State Sarah B. Rogers posted on X the names of the individuals targeted by travel bans. The list included Ballon, as well as her HateAid co-director, Anna Lena von Hodenberg. Also named were three others doing similar or related work: former EU commissioner Thierry Breton, who had helped author Europe’s Digital Services Act (DSA); Imran Ahmed of the Center for Countering Digital Hate, which documents hate speech on social media platforms; and Clare Melford of the Global Disinformation Index, which provides risk ratings warning advertisers about placing ads on websites promoting hate speech and disinformation.  It was an escalation in the Trump administration’s war on digital rights—fought in the name of free speech. But EU officials, freedom of speech experts, and the five individuals targeted all flatly reject the accusations of censorship. Ballon, von Hodenberg, and some of their clients tell me that their work is fundamentally about making people feel safer online. And their experiences over the past few weeks show just how politicized and besieged their work in online safety has become. They almost certainly won’t be the last people targeted in this way.  Ballon was the one to tell von Hodenberg that both their names were on the list. “We kind of felt a chill in our bones,” von Hodenberg told me when I caught up with the pair in early January.  But she added that they also quickly realized, “Okay, it’s the old playbook to silence us.” So they got to work—starting with challenging the narrative the US government was pushing about them. Within a few hours, Ballon and von Hodenberg had issued a strongly worded statement refuting the allegations: “We will not be intimidated by a government that uses accusations of censorship to silence those who stand up for human rights and freedom of expression,” they wrote. “We demand a clear signal from the German government and the European Commission that this is unacceptable. Otherwise, no civil society organisation, no politician, no researcher, and certainly no individual will dare to denounce abuses by US tech companies in the future.”  Those signals came swiftly. On X, Johann Wadephul, the German foreign minister, called the entry bans “not acceptable,” adding that “the DSA was democratically adopted by the EU, for the EU—it does not have extraterritorial effect.” Also on X, French president Emmanuel Macron wrote that “these measures amount to intimidation and coercion aimed at undermining European digital sovereignty.” The European Commission issued a statement that it “strongly condemns” the Trump administration’s actions and reaffirmed its “sovereign right to regulate economic activity in line with our democratic values.”  Ahmed, Melford, Breton, and their respective organizations also made their own statements denouncing the entry bans. Ahmed, the only one of the five based in the United States, also successfully filed suit to preempt any attempts to detain him, which the State Department had indicated it would consider doing.   But alongside the statements of solidarity, Ballon and von Hodenberg said, they also received more practical advice: Assume the travel ban was just the start and that more consequences could be coming. Service providers might preemptively revoke access to their online accounts; banks might restrict their access to money or the global payment system; they might see malicious attempts to get hold of their personal data or that of their clients. Perhaps, allies told them, they should even consider moving their money into friends’ accounts or keeping cash on hand so that they could pay their team’s salaries—and buy their families’ groceries.  These warnings felt particularly urgent given that just days before, the Trump administration had sanctioned two International Criminal Court judges for “illegitimate targeting of Israel.” As a result, they had lost access to many American tech platforms, including Microsoft, Amazon, and Gmail.  “If Microsoft does that to someone who is a lot more important than we are,” Ballon told me, “they will not even blink to shut down the email accounts from some random human rights organization in Germany.”    “We have now this dark cloud over us that any minute, something can happen,” von Hodenberg added. “We’re running against time to take the appropriate measures.” Helping navigate “a lawless place” Founded in 2018 to support people experiencing digital violence, HateAid has since evolved to defend digital rights more broadly. It provides ways for people to report illegal online content and offers victims advice, digital security, emotional support, and help with evidence preservation. It also educates German police, prosecutors, and politicians about how to handle online hate crimes.  Once the group is contacted for help, and if its lawyers determine that the type of harassment has likely violated the law, the organization connects victims with legal counsel who can help them file civil and criminal lawsuits against perpetrators, and if necessary, helps finance the cases. (HateAid itself does not file cases against individuals.) Ballon and von Hodenberg estimate that HateAid has worked with around 7,500 victims and helped them file 700 criminal cases and 300 civil cases, mostly against individual offenders. For 23-year-old German law student and outspoken political activist Theresia Crone, HateAid’s support has meant that she has been able to regain some sense of agency in her life, both on and offline. She had reached out after she discovered entire online forums dedicated to making deepfakes of her. Without HateAid, she told me, “I would have had to either put my faith into the police and the public prosecutor to prosecute this properly, or I would have had to foot the bill of an attorney myself”—a huge financial burden for “a student with basically no fixed income.”  In addition, working alone would have been retraumatizing: “I would have had to document everything by myself,” she said—meaning “I would have had to see all of these pictures again and again.”  “The internet is a lawless place,” Ballon told me when we first spoke, back in mid-December, a few weeks before the travel ban was announced. In a conference room at the HateAid office in Berlin, she said there are many cases that “cannot even be prosecuted, because no perpetrator is identified.” That’s why the nonprofit also advocates for better laws and regulations governing technology companies in Germany and across the European Union.  On occasion, they have also engaged in strategic litigation against the platforms themselves. In 2023, for example, HateAid and the European Union of Jewish Students sued X for failing to enforce its terms of service against posts that were antisemitic or that denied the Holocaust, which is illegal in Germany.  This almost certainly put the organization in the crosshairs of X owner Elon Musk; it also made HateAid a frequent target of Germany’s far right party, the Alliance for Democracy, which Musk has called “the only hope for Germany.” (X did not respond to a request to comment on this lawsuit.) HateAid gets caught in Trump World’s dragnet For better and worse, HateAid’s profile grew further when it took on another critical job in online safety. In June 2024, it was named as a trusted flagger organization under the Digital Services Act, a 2022 EU law that requires social media companies to remove certain content (including hate speech and violence) that violates national laws, and to provide more transparency to the public, in part by allowing more appeals on platforms’ moderation decisions.  Trusted flaggers are entities designated by individual EU countries to point out illegal content, and they are a key part of DSA enforcement. While anyone can report such content, trusted flaggers’ reports are prioritized and legally require a response from the platforms.  The Trump administration has loudly argued that the trusted flagger program and the DSA more broadly are examples of censorship that disproportionately affect voices on the right and American technology companies, like X.  When we first spoke in December, Ballon said these claims of censorship simply don’t hold water: “We don’t delete content, and we also don’t, like, flag content publicly for everyone to see and to shame people. The only thing that we do: We use the same notification channels that everyone can use, and the only thing that is in the Digital Services Act is that platforms should prioritize our reporting.” Then it is on the platforms to decide what to do.  Nevertheless, the idea that HateAid and like-minded organizations are censoring the right has become a powerful conspiracy theory with real-world consequences. (Last year, MIT Technology Review covered the closure of a small State Department office following allegations that it had conducted “censorship,” as well as an unusual attempt by State leadership to access internal records related to supposed censorship—including information about two of the people who have now been banned, Medford and Ahmed, and both of their organizations.)  HateAid saw a fresh wave of harassment starting last February, when 60 Minutes aired a documentary on hate speech laws in Germany; it featured a quote from Ballon that “free speech needs boundaries,” which, she added, “are part of our constitution.” The interview happened to air just days before Vice President JD Vance attended the Munich Security Conference; there he warned that “across Europe, free speech … is in retreat.” This, Ballon told me, led to heightened hostility toward her and her organization.  Fast-forward to July, when a report by Republicans in the US House of Representatives claimed that the DSA “compels censorship and infringes on American free speech.” HateAid was explicitly named in the report.  All of this has made its work “more dangerous,” Ballon told me in December. Before the 60 Minutes interview, “maybe one and a half years ago, as an organization, there were attacks against us, but mostly against our clients, because they were the activists, the journalists, the politicians at the forefront. But now … we see them becoming more personal.”  As a result, over the last year, HateAid has taken more steps to protect its reputation and get ahead of the damaging narratives. Ballon has reported the hate speech targeted at her—“More [complaints] than in all the years I did this job before,” she said—as well as defamation lawsuits on behalf of HateAid.  All these tensions finally came to a head in December. At the start of the month, the European Commission fined X $140 million for DSA violations. This set off yet another round of recriminations about supposed censorship of the right, with Trump calling the fine “a nasty one” and warning: “Europe has to be very careful.” Just a few weeks later, the day before Christmas Eve, retaliation against individuals finally arrived.  Who gets to define—and experience—free speech Digital rights groups are pushing back against the Trump administration’s narrow view of what constitutes free speech and censorship. “What we see from this administration is a conception of freedom of expression that is not a human-rights-based conception where this is an inalienable, indelible right that’s held by every person,” says David Greene, the civil liberties director of the Electronic Frontier Foundation, a US-based digital rights group. Rather, he sees an “expectation that… [if] anybody else’s speech is challenged, there’s a good reason for it, but it should never happen to them.”  Since Trump won his second term, social media platforms have walked back their commitments to trust and safety. Meta, for example, ended fact-checking on Facebook and adopted much of the administration’s censorship language, with CEO Mark Zuckerberg telling the podcaster Joe Rogan that it would “work with President Trump to push back on governments around the world” if they are seen as “going after American companies and pushing to censor more.” Have more information on this story or a tip for something else that we should report? Using a non-work device, reach the reporter on Signal at eileenguo.15 or [email protected]. And as the recent fines on X show, Musk’s platform has gone even further in flouting European law—and, ultimately, ignoring the user rights that the DSA was written to protect. In perhaps one of the most egregious examples yet, in recent weeks X allowed people to use Grok, its AI generator, to create nonconsensual nude images of women and children, with few limits—and, so far at least, few consequences. (Last week, X released a statement that it would start limiting users’ ability to create explicit images with Grok; in response to a number of questions, X representative Rosemarie Esposito pointed me to that statement.)  For Ballon, it makes perfect sense: “You can better make money if you don’t have to implement safety measures and don’t have to invest money in making your platform the safest place,” she told me. “It goes both ways,” von Hodenberg added. “It’s not only the platforms who profit from the US administration undermining European laws … but also, obviously, the US administration also has a huge interest in not regulating the platforms … because who is amplified right now? It’s the extreme right.” She believes this explains why HateAid—and Ahmed’s Center for Countering Digital Hate and Melford’s Global Disinformation Index, as well as Breton and the DSA—have been targeted: They are working to disrupt this “unholy deal where the platforms profit economically and the US administration is profiting in dividing the European Union,” she said.  The travel restrictions intentionally send a strong message to all groups that work to hold tech companies accountable. “It’s purely vindictive,” Greene says. “It’s designed to punish people from pursuing further work on disinformation or anti-hate work.” (The State Department did not respond to a request for comment.) And ultimately, this has a broad effect on who feels safe enough to participate online.  Ballon pointed to research that shows the “silencing effect” of harassment and hate speech, not only for “those who have been attacked,” but also for those who witness such attacks. This is particularly true for women, who tend to face more online hate that is also more sexualized and violent. It’ll only be worse if groups like HateAid get deplatformed or lose funding.  Von Hodenberg put it more bluntly: “They reclaim freedom of speech for themselves when they want to say whatever they want, but they silence and censor the ones that criticize them.” Still, the HateAid directors insist they’re not backing down. They say they’re taking “all advice” they have received seriously, especially with regard to “becoming more independent from service providers,” Ballon told me. “Part of the reason that they don’t like us is because we are strengthening our clients and empowering them,” said von Hodenberg. “We are making sure that they are not succeeding, and not withdrawing from the public debate.”  “So when they think they can silence us by attacking us? That is just a very wrong perception.” Martin Sona contributed reporting.

It was early evening in Berlin, just a day before Christmas Eve, when Josephine Ballon got an unexpected email from US Customs and Border Protection. The status of her ability to travel to the United States had changed—she’d no longer be able to enter the country. 

At first, she couldn’t find any information online as to why, though she had her suspicions. She was one of the directors of HateAid, a small German nonprofit founded to support the victims of online harassment and violence. As the organization has become a strong advocate of EU tech regulations, it has increasingly found itself attacked in campaigns from right-wing politicians and provocateurs who claim that it engages in censorship. 

It was only later that she saw what US Secretary of State Marco Rubio had posted on X:

Rubio was promoting a conspiracy theory about what he has called the “censorship-industrial complex,” which alleges widespread collusion between the US government, tech companies, and civil society organizations to silence conservative voices—the very conspiracy theory HateAid has recently been caught up in. 

Then Undersecretary of State Sarah B. Rogers posted on X the names of the individuals targeted by travel bans. The list included Ballon, as well as her HateAid co-director, Anna Lena von Hodenberg. Also named were three others doing similar or related work: former EU commissioner Thierry Breton, who had helped author Europe’s Digital Services Act (DSA); Imran Ahmed of the Center for Countering Digital Hate, which documents hate speech on social media platforms; and Clare Melford of the Global Disinformation Index, which provides risk ratings warning advertisers about placing ads on websites promoting hate speech and disinformation. 

It was an escalation in the Trump administration’s war on digital rights—fought in the name of free speech. But EU officials, freedom of speech experts, and the five individuals targeted all flatly reject the accusations of censorship. Ballon, von Hodenberg, and some of their clients tell me that their work is fundamentally about making people feel safer online. And their experiences over the past few weeks show just how politicized and besieged their work in online safety has become. They almost certainly won’t be the last people targeted in this way. 

Ballon was the one to tell von Hodenberg that both their names were on the list. “We kind of felt a chill in our bones,” von Hodenberg told me when I caught up with the pair in early January. 

But she added that they also quickly realized, “Okay, it’s the old playbook to silence us.” So they got to work—starting with challenging the narrative the US government was pushing about them.

Within a few hours, Ballon and von Hodenberg had issued a strongly worded statement refuting the allegations: “We will not be intimidated by a government that uses accusations of censorship to silence those who stand up for human rights and freedom of expression,” they wrote. “We demand a clear signal from the German government and the European Commission that this is unacceptable. Otherwise, no civil society organisation, no politician, no researcher, and certainly no individual will dare to denounce abuses by US tech companies in the future.” 

Those signals came swiftly. On X, Johann Wadephul, the German foreign minister, called the entry bans “not acceptable,” adding that “the DSA was democratically adopted by the EU, for the EU—it does not have extraterritorial effect.” Also on X, French president Emmanuel Macron wrote that “these measures amount to intimidation and coercion aimed at undermining European digital sovereignty.” The European Commission issued a statement that it “strongly condemns” the Trump administration’s actions and reaffirmed its “sovereign right to regulate economic activity in line with our democratic values.” 

Ahmed, Melford, Breton, and their respective organizations also made their own statements denouncing the entry bans. Ahmed, the only one of the five based in the United States, also successfully filed suit to preempt any attempts to detain him, which the State Department had indicated it would consider doing.  

But alongside the statements of solidarity, Ballon and von Hodenberg said, they also received more practical advice: Assume the travel ban was just the start and that more consequences could be coming. Service providers might preemptively revoke access to their online accounts; banks might restrict their access to money or the global payment system; they might see malicious attempts to get hold of their personal data or that of their clients. Perhaps, allies told them, they should even consider moving their money into friends’ accounts or keeping cash on hand so that they could pay their team’s salaries—and buy their families’ groceries. 

These warnings felt particularly urgent given that just days before, the Trump administration had sanctioned two International Criminal Court judges for “illegitimate targeting of Israel.” As a result, they had lost access to many American tech platforms, including Microsoft, Amazon, and Gmail. 

“If Microsoft does that to someone who is a lot more important than we are,” Ballon told me, “they will not even blink to shut down the email accounts from some random human rights organization in Germany.”   

“We have now this dark cloud over us that any minute, something can happen,” von Hodenberg added. “We’re running against time to take the appropriate measures.”

Helping navigate “a lawless place”

Founded in 2018 to support people experiencing digital violence, HateAid has since evolved to defend digital rights more broadly. It provides ways for people to report illegal online content and offers victims advice, digital security, emotional support, and help with evidence preservation. It also educates German police, prosecutors, and politicians about how to handle online hate crimes. 

Once the group is contacted for help, and if its lawyers determine that the type of harassment has likely violated the law, the organization connects victims with legal counsel who can help them file civil and criminal lawsuits against perpetrators, and if necessary, helps finance the cases. (HateAid itself does not file cases against individuals.) Ballon and von Hodenberg estimate that HateAid has worked with around 7,500 victims and helped them file 700 criminal cases and 300 civil cases, mostly against individual offenders.

For 23-year-old German law student and outspoken political activist Theresia Crone, HateAid’s support has meant that she has been able to regain some sense of agency in her life, both on and offline. She had reached out after she discovered entire online forums dedicated to making deepfakes of her. Without HateAid, she told me, “I would have had to either put my faith into the police and the public prosecutor to prosecute this properly, or I would have had to foot the bill of an attorney myself”—a huge financial burden for “a student with basically no fixed income.” 

In addition, working alone would have been retraumatizing: “I would have had to document everything by myself,” she said—meaning “I would have had to see all of these pictures again and again.” 

“The internet is a lawless place,” Ballon told me when we first spoke, back in mid-December, a few weeks before the travel ban was announced. In a conference room at the HateAid office in Berlin, she said there are many cases that “cannot even be prosecuted, because no perpetrator is identified.” That’s why the nonprofit also advocates for better laws and regulations governing technology companies in Germany and across the European Union. 

On occasion, they have also engaged in strategic litigation against the platforms themselves. In 2023, for example, HateAid and the European Union of Jewish Students sued X for failing to enforce its terms of service against posts that were antisemitic or that denied the Holocaust, which is illegal in Germany. 

This almost certainly put the organization in the crosshairs of X owner Elon Musk; it also made HateAid a frequent target of Germany’s far right party, the Alliance for Democracy, which Musk has called “the only hope for Germany.” (X did not respond to a request to comment on this lawsuit.)

HateAid gets caught in Trump World’s dragnet

For better and worse, HateAid’s profile grew further when it took on another critical job in online safety. In June 2024, it was named as a trusted flagger organization under the Digital Services Act, a 2022 EU law that requires social media companies to remove certain content (including hate speech and violence) that violates national laws, and to provide more transparency to the public, in part by allowing more appeals on platforms’ moderation decisions. 

Trusted flaggers are entities designated by individual EU countries to point out illegal content, and they are a key part of DSA enforcement. While anyone can report such content, trusted flaggers’ reports are prioritized and legally require a response from the platforms. 

The Trump administration has loudly argued that the trusted flagger program and the DSA more broadly are examples of censorship that disproportionately affect voices on the right and American technology companies, like X. 

When we first spoke in December, Ballon said these claims of censorship simply don’t hold water: “We don’t delete content, and we also don’t, like, flag content publicly for everyone to see and to shame people. The only thing that we do: We use the same notification channels that everyone can use, and the only thing that is in the Digital Services Act is that platforms should prioritize our reporting.” Then it is on the platforms to decide what to do. 

Nevertheless, the idea that HateAid and like-minded organizations are censoring the right has become a powerful conspiracy theory with real-world consequences. (Last year, MIT Technology Review covered the closure of a small State Department office following allegations that it had conducted “censorship,” as well as an unusual attempt by State leadership to access internal records related to supposed censorship—including information about two of the people who have now been banned, Medford and Ahmed, and both of their organizations.) 

HateAid saw a fresh wave of harassment starting last February, when 60 Minutes aired a documentary on hate speech laws in Germany; it featured a quote from Ballon that “free speech needs boundaries,” which, she added, “are part of our constitution.” The interview happened to air just days before Vice President JD Vance attended the Munich Security Conference; there he warned that “across Europe, free speech … is in retreat.” This, Ballon told me, led to heightened hostility toward her and her organization. 

Fast-forward to July, when a report by Republicans in the US House of Representatives claimed that the DSA “compels censorship and infringes on American free speech.” HateAid was explicitly named in the report. 

All of this has made its work “more dangerous,” Ballon told me in December. Before the 60 Minutes interview, “maybe one and a half years ago, as an organization, there were attacks against us, but mostly against our clients, because they were the activists, the journalists, the politicians at the forefront. But now … we see them becoming more personal.” 

As a result, over the last year, HateAid has taken more steps to protect its reputation and get ahead of the damaging narratives. Ballon has reported the hate speech targeted at her—“More [complaints] than in all the years I did this job before,” she said—as well as defamation lawsuits on behalf of HateAid. 

All these tensions finally came to a head in December. At the start of the month, the European Commission fined X $140 million for DSA violations. This set off yet another round of recriminations about supposed censorship of the right, with Trump calling the fine “a nasty one” and warning: “Europe has to be very careful.”

Just a few weeks later, the day before Christmas Eve, retaliation against individuals finally arrived. 

Who gets to define—and experience—free speech

Digital rights groups are pushing back against the Trump administration’s narrow view of what constitutes free speech and censorship.

“What we see from this administration is a conception of freedom of expression that is not a human-rights-based conception where this is an inalienable, indelible right that’s held by every person,” says David Greene, the civil liberties director of the Electronic Frontier Foundation, a US-based digital rights group. Rather, he sees an “expectation that… [if] anybody else’s speech is challenged, there’s a good reason for it, but it should never happen to them.” 

Since Trump won his second term, social media platforms have walked back their commitments to trust and safety. Meta, for example, ended fact-checking on Facebook and adopted much of the administration’s censorship language, with CEO Mark Zuckerberg telling the podcaster Joe Rogan that it would “work with President Trump to push back on governments around the world” if they are seen as “going after American companies and pushing to censor more.”

Have more information on this story or a tip for something else that we should report? Using a non-work device, reach the reporter on Signal at eileenguo.15 or [email protected].

And as the recent fines on X show, Musk’s platform has gone even further in flouting European law—and, ultimately, ignoring the user rights that the DSA was written to protect. In perhaps one of the most egregious examples yet, in recent weeks X allowed people to use Grok, its AI generator, to create nonconsensual nude images of women and children, with few limits—and, so far at least, few consequences. (Last week, X released a statement that it would start limiting users’ ability to create explicit images with Grok; in response to a number of questions, X representative Rosemarie Esposito pointed me to that statement.) 

For Ballon, it makes perfect sense: “You can better make money if you don’t have to implement safety measures and don’t have to invest money in making your platform the safest place,” she told me.

“It goes both ways,” von Hodenberg added. “It’s not only the platforms who profit from the US administration undermining European laws … but also, obviously, the US administration also has a huge interest in not regulating the platforms … because who is amplified right now? It’s the extreme right.”

She believes this explains why HateAid—and Ahmed’s Center for Countering Digital Hate and Melford’s Global Disinformation Index, as well as Breton and the DSA—have been targeted: They are working to disrupt this “unholy deal where the platforms profit economically and the US administration is profiting in dividing the European Union,” she said. 

The travel restrictions intentionally send a strong message to all groups that work to hold tech companies accountable. “It’s purely vindictive,” Greene says. “It’s designed to punish people from pursuing further work on disinformation or anti-hate work.” (The State Department did not respond to a request for comment.)

And ultimately, this has a broad effect on who feels safe enough to participate online. 

Ballon pointed to research that shows the “silencing effect” of harassment and hate speech, not only for “those who have been attacked,” but also for those who witness such attacks. This is particularly true for women, who tend to face more online hate that is also more sexualized and violent. It’ll only be worse if groups like HateAid get deplatformed or lose funding. 

Von Hodenberg put it more bluntly: “They reclaim freedom of speech for themselves when they want to say whatever they want, but they silence and censor the ones that criticize them.”

Still, the HateAid directors insist they’re not backing down. They say they’re taking “all advice” they have received seriously, especially with regard to “becoming more independent from service providers,” Ballon told me.

“Part of the reason that they don’t like us is because we are strengthening our clients and empowering them,” said von Hodenberg. “We are making sure that they are not succeeding, and not withdrawing from the public debate.” 

“So when they think they can silence us by attacking us? That is just a very wrong perception.”

Martin Sona contributed reporting.

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Aramco Commits to 1 MMtpa for 20 Years from Commonwealth LNG

Saudi Arabian Oil Co (Aramco) has signed a 20-year agreement to buy one million metric tons per annum (MMtpa) of liquefied natural gas from the under-development Commonwealth LNG in Cameron Parish, Louisiana. “Commonwealth is advancing toward a final investment decision with line of sight to secure its remaining capacity”, said a joint statement by the offtake parties. “Aramco Trading joins Glencore, JERA, PETRONAS, Mercuria and EQT among international energy companies entering into long-term offtake contracts with the platform”. Early this month Commonwealth announced a 20-year deal to supply one MMtpa to Geneva, Switzerland-based energy and commodities trader Mercuria. Commonwealth LNG is a project of Kimmeridge Energy Management Co LLC and Mubadala Investment Co through their joint venture Caturus HoldCo LLC. Expected to start operation 2030, Commonwealth LNG is designed to produce up to 9.5 million metric tons a year of LNG. “This agreement highlights the strong international demand for U.S. LNG and underscores how our longstanding relationships and capabilities position Caturus to serve global markets”, said Caturus chief executive David Lawler. “Our contract with Aramco Trading underscores the differentiated value Caturus can bring through our global reach in offering wellhead to water services”, Lawler added. Mohammed K. Al Mulhim, Aramco Trading president and CEO, said, “This agreement reflects Aramco Trading’s efforts to secure a reliable, long-term energy supply for global markets while strengthening our presence in the LNG sector”. The Gulf Coast project is permitted to ship up to 9.5 MMtpa of LNG, equivalent to around 1.21 billion cubic feet per day of gas according to Kimmeridge. The United States Energy Department granted the project authorization to export to countries without a free trade agreement (FTA) with the U.S. in August 2025 and FTA authorization in April 2020. The developers expect the first phase of the project to generate around

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Enbridge Q4 Profit Up YoY

Enbridge Inc has reported CAD 1.95 billion ($1.43 billion) in earnings and CAD 1.92 billion in adjusted earnings for the fourth quarter of 2025, up from CAD 493 million and CAD 1.64 billion for the same three-month period in 2024 respectively. Q4 2025 income per share of CAD 0.88 ($0.63), adjusted for extraordinary items, beat the Zacks Consensus Estimate of $0.6. Calgary-based Enbridge, which operates oil and gas pipelines in Canada and the United States, earlier bumped up its quarterly dividend by three percent against the prior rate to CAD 0.97. The annualized rate for 2026 is CAD 3.88 per share. Q4 2025 adjusted EBITDA rose 1.62 percent year-on-year to CAD 5.21 billion “due primarily to favorable gas transmission contracting and Venice Extension entering service, colder weather and higher rates and customer growth at Enbridge Gas Ontario, partially offset by the absence in 2025 of equity earnings related to investment tax credits from our investment in Fox Squirrel Solar”, Enbridge said in an online statement. United States gas transmission contributed CAD 997 million to segment adjusted EBITDA, down from CAD 1 billion for Q4 2024. The U.S. figure benefited from the startup of the Venice Extension Project, which expands the Texas Eastern system’s capacity to deliver gas to Gulf Coast markets, and Enbridge’s acquisition of a stake in the Matterhorn Express Pipeline. Enbridge also recognized “favorable contracting and successful rate case settlements on our U.S. Gas Transmission assets”, partially offset by the timing of operating costs. Adjusted EBITDA from Canadian gas transmission increased from CAD 157 million for Q4 2024 to CAD 190 million for Q4 2025, helped by “higher revenues at Aitken Creek due to favorable storage spreads”. Liquid pipelines logged CAD 2.45 billion in adjusted EBITDA, up from CAD 2.4 billion for Q4 2024. The Mainline System, which carries

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Analyst Highlights Focus of IEW Event

Focus at the London International Energy Week (IEW) last week was the balancing of geopolitics versus assessed surplus of oil globally in 2026. That’s what Skandinaviska Enskilda Banken AB (SEB) Chief Commodities Analyst Bjarne Schieldrop noted in a SEB report sent to Rigzone on Monday morning, adding that one delegate at the event stated that “if OPEC doesn’t cut, we’ll have $45 per barrel in June”. “That may be true,” Schieldrop said in the report. “But OPEC+ is meeting every month, taking a measure of the state of the global oil market and then decides what to do on the back of that. The group has been very explicit that they may cut, increase, or keep production steady depending on their findings,” he added. “We believe they will and thus we do not buy into $45 per barrel by June because, if need-be, they will trim production as they say they will,” he continued, pointing out that OPEC+ is next scheduled to meet on March 1 “to discuss production for April”. Schieldrop highlighted in the report that, in its February oil market report, the International Energy Agency (IEA) “restated its view that the world will only need 25.7 million barrels per day of crude from OPEC in 2026 versus a recent production by the group of 28.8 million barrels per day”. “I.e. that to keep the market balanced the group will need to cut production by some three million barrels per day,” he said. “Though strategic stock building around the world needs to be deducted from that. And the appetite for such stock building could be solid given elevated geopolitical risks. Thus what will flow to commercial stocks in the end remains to be seen,” he stated. Schieldrop went on to note in the report that increased Iranian tension could drive Brent

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Hungary Asks Croatia to Allow Russian Crude Shipments

Hungary requested that Croatia allow the shipment of Russian crude via the Adriatic pipeline while a key route through Ukraine remains blocked. Hungarian Foreign Minister Peter Szijjarto and Slovak Economy Minister Denisa Sakova jointly wrote to the Croatian government in Zagreb with the request, Szijjarto said in a statement Sunday. Oil transit along the Druzhba pipeline via Ukraine has been halted since late last month amid large-scale Russian attacks on Ukraine’s energy infrastructure, with the governments in Budapest and Kyiv in a standoff over the fallout. Budapest relies on the Druzhba pipeline connecting Hungary with Russia through war-torn Ukraine for most of its oil flows. Hungarian Prime Minister Viktor Orban, who has remained committed to buying Russian energy sources for his landlocked country, has also frequently engaged in debate with neighboring Croatia over the capacity of the Adriatic pipeline.  Energy policy is also likely to feature in Orban’s talks in Budapest with US Secretary of State Marco Rubio on Monday. Orban has found an ally in Slovak counterpart Robert Fico, who on Sunday echoed his views that Ukraine was using the Druzhba pipeline for political leverage, which officials in Kyiv have denied. What do you think? We’d love to hear from you, join the conversation on the Rigzone Energy Network. The Rigzone Energy Network is a new social experience created for you and all energy professionals to Speak Up about our industry, share knowledge, connect with peers and industry insiders and engage in a professional community that will empower your career in energy.

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Arista laments ‘horrendous’ memory situation

Digging in on campus Arista has been clear about its plans to grow its presence campus networking environments. Last Fall, Ullal said she expects Arista’s campus and WAN business would grow from the current $750 million-$800 million run rate to $1.25 billion, representing a 60% growth opportunity for the company. “We are committed to our aggressive goal of $1.25 billion for ’26 for the cognitive campus and branch. We have also successfully deployed in many routing edge, core spine and peering use cases,” Ullal said. “In Q4 2025, Arista launched our flagship 7800 R4 spine for many routing use cases, including DCI, AI spines with that massive 460 terabits of capacity to meet the demanding needs of multiservice routing, AI workloads and switching use cases. The combined campus and routing adjacencies together contribute approximately 18% of revenue.” Ethernet leads the way “In terms of annual 2025 product lines, our core cloud, AI and data center products built upon our highly differentiated Arista EOS stack is successfully deployed across 10 gig to 800 gigabit Ethernet speeds with 1.6 terabit migration imminent,” Ullal said. “This includes our portfolio of EtherLink AI and our 7000 series platforms for best-in-class performance, power efficiency, high availability, automation, agility for both the front and back-end compute, storage and all of the interconnect zones.” Ullal said she expects Ethernet will get even more of a boost later this year when the multivendor Ethernet for Scale-Up Networking (ESUN) specification is released.  “We have consistently described that today’s configurations are mostly a combination of scale out and scale up were largely based on 800G and smaller ratings. Now that the ESUN specification is well underway, we need a good solid spec. Otherwise, we’ll be shipping proprietary products like some people in the world do today. And so we will tie our

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From NIMBY to YIMBY: A Playbook for Data Center Community Acceptance

Across many conversations at the start of this year, at PTC and other conferences alike, the word on everyone’s lips seems to be “community.” For the data center industry, that single word now captures a turning point from just a few short years ago: we are no longer a niche, back‑of‑house utility, but a front‑page presence in local politics, school board budgets, and town hall debates. That visibility is forcing a choice in how we tell our story—either accept a permanent NIMBY-reactive framework, or actively build a YIMBY narrative that portrays the real value digital infrastructure brings to the markets and surrounding communities that host it. Speaking regularly with Ilissa Miller, CEO of iMiller Public Relations about this topic, there is work to be done across the ecosystem to build communications. Miller recently reflected: “What we’re seeing in communities isn’t a rejection of digital infrastructure, it’s a rejection of uncertainty driven by anxiety and fear. Most local leaders have never been given a framework to evaluate digital infrastructure developments the way they evaluate roads, water systems, or industrial parks. When there’s no shared planning language, ‘no’ becomes the safest answer.” A Brief History of “No” Community pushback against data centers is no longer episodic; it has become organized, media‑savvy, and politically influential in key markets. In Northern Virginia, resident groups and environmental organizations have mobilized against large‑scale campuses, pressing counties like Loudoun and Prince William to tighten zoning, question incentives, and delay or reshape projects.1 Loudoun County’s move in 2025 to end by‑right approvals for new facilities, requiring public hearings and board votes, marked a watershed moment as the world’s densest data center market signaled that communities now expect more say over where and how these campuses are built. Prince William County’s decision to sharply increase its tax rate on

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Nomads at the Frontier: PTC 2026 Signals the Digital Infrastructure Industry’s Moment of Execution

Each January, the Pacific Telecommunications Council conference serves as a barometer for where digital infrastructure is headed next. And according to Nomad Futurist founders Nabeel Mahmood and Phillip Koblence, the message from PTC 2026 was unmistakable: The industry has moved beyond hype. The hard work has begun. In the latest episode of The DCF Show Podcast, part of our ongoing ‘Nomads at the Frontier’ series, Mahmood and Koblence joined Data Center Frontier to unpack the tone shift emerging across the AI and data center ecosystem. Attendance continues to grow year over year. Conversations remain energetic. But the character of those conversations has changed. As Mahmood put it: “The hype that the market started to see is actually resulting a bit more into actions now, and those conversations are resulting into some good progress.” The difference from prior years? Less speculation. More execution. From Data Center Cowboys to Real Deployments Koblence offered perhaps the sharpest contrast between PTC conversations in 2024 and those in 2026. Two years ago, many projects felt speculative. Today, developers are arriving with secured power, customers, and construction underway. “If 2024’s PTC was data center cowboys — sites that in someone’s mind could be a data center — this year was: show me the money, show me the power, give me accurate timelines.” In other words, the market is no longer rewarding hypothetical capacity. It is demanding delivered capacity. Operators now speak in terms of deployments already underway, not aspirational campuses still waiting on permits and power commitments. And behind nearly every conversation sits the same gating factor. Power. Power Has Become the Industry’s Defining Constraint Whether discussions centered on AI factories, investment capital, or campus expansion, Mahmood and Koblence noted that every conversation eventually returned to energy availability. “All of those questions are power,” Koblence said.

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Cooling Consolidation Hits AI Scale: LiquidStack, Submer, and the Future of Data Center Thermal Strategy

As AI infrastructure scales toward ever-higher rack densities and gigawatt-class campuses, cooling has moved from a technical subsystem to a defining strategic issue for the data center industry. A trio of announcements in early February highlights how rapidly the cooling and AI infrastructure stack is consolidating and evolving: Trane Technologies’ acquisition of LiquidStack; Submer’s acquisition of Radian Arc, extending its reach from core data centers into telco edge environments; and Submer’s partnership with Anant Raj to accelerate sovereign AI infrastructure deployment across India. Layered atop these developments is fresh guidance from Oracle Cloud Infrastructure explaining why closed-loop, direct-to-chip cooling is becoming central to next-generation facility design, particularly in regions where water use has become a flashpoint in community discussions around data center growth. Taken together, these developments show how the industry is moving beyond point solutions toward integrated, scalable AI infrastructure ecosystems, where cooling, compute, and deployment models must work together across hyperscale campuses and distributed edge environments alike. Trane Moves to Own the Cooling Stack The most consequential development comes from Trane Technologies, which on February 10 announced it has entered into a definitive agreement to acquire LiquidStack, one of the pioneers and leading innovators in data center liquid cooling. The acquisition significantly strengthens Trane’s ambition to become a full-service thermal partner for data center operators, extending its reach from plant-level systems all the way down to the chip itself. LiquidStack, headquartered in Carrollton, Texas, built its reputation on immersion cooling and advanced direct-to-chip liquid solutions supporting high-density deployments across hyperscale, enterprise, colocation, edge, and blockchain environments. Under Trane, those technologies will now be scaled globally and integrated into a broader thermal portfolio. In practical terms, Trane is positioning itself to deliver cooling across the full thermal chain, including: • Central plant equipment and chillers.• Heat rejection and controls

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Infrastructure Maturity Defines the Next Phase of AI Deployment

The State of Data Infrastructure Global Report 2025 from Hitachi Vantara arrives at a moment when the data center industry is undergoing one of the most profound structural shifts in its history. The transition from enterprise IT to AI-first infrastructure has moved from aspiration to inevitability, forcing operators, developers, and investors to confront uncomfortable truths about readiness, resilience, and risk. Although framed around “AI readiness,” the report ultimately tells an infrastructure story: one that maps directly onto how data centers are designed, operated, secured, and justified economically. Drawing on a global survey of more than 1,200 IT leaders, the report introduces a proprietary maturity model that evaluates organizations across six dimensions: scalability, reliability, security, governance, sovereignty, and sustainability. Respondents are then grouped into three categories—Emerging, Defined, and Optimized—revealing a stark conclusion: most organizations are not constrained by access to AI models or capital, but by the fragility of the infrastructure supporting their data pipelines. For the data center industry, the implications are immediate, shaping everything from availability design and automation strategies to sustainability planning and evolving customer expectations. In short, extracting value from AI now depends less on experimentation and more on the strength and resilience of the underlying infrastructure. The Focus of the Survey: Infrastructure, Not Algorithms Although the report is positioned as a study of AI readiness, its primary focus is not models, training approaches, or application development, but rather the infrastructure foundations required to operate AI reliably at scale. Drawing on responses from more than 1,200 organizations, Hitachi Vantara evaluates how enterprises are positioned to support production AI workloads across six dimensions as stated above: scalability, reliability, security, governance, sovereignty, and sustainability. These factors closely reflect the operational realities shaping modern data center design and management. The survey’s central argument is that AI success is no longer

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AI’s New Land Grab: Meta’s Indiana Megaproject and the Rise of Europe’s Neocloud Challengers

While Meta’s Indiana campus anchors hyperscale expansion in the United States, Europe recorded its own major infrastructure milestone this week as Amsterdam-based AI infrastructure provider Nebius unveiled plans for a 240-megawatt data center campus in Béthune, France, near Lille in the country’s northern industrial corridor. When completed, the campus will rank among Europe’s largest AI-focused data center facilities and positions northern France as a growing node in the continent’s expanding AI infrastructure map. The development repurposes a former Bridgestone tire manufacturing site, reflecting a broader trend across Europe in which legacy industrial properties, already equipped with heavy power access, transport links, and industrial zoning, are being converted into large-scale digital infrastructure hubs. Located within reach of connectivity and enterprise corridors linking Paris, Brussels, London, and Amsterdam, the site allows Nebius to serve major European markets while avoiding the congestion and power constraints increasingly shaping Tier 1 data center hubs. Industrial Infrastructure Becomes Digital Infrastructure Developers increasingly view former industrial sites as ideal for AI campuses because they often provide: • Existing grid interconnection capacity built for heavy industry• Transport and logistics infrastructure already in place• Industrial zoning that reduces permitting friction• Large contiguous parcels suited to phased campus expansion For regions like Hauts-de-France, redevelopment projects also offer economic transition opportunities, replacing legacy manufacturing capacity with next-generation digital infrastructure investment. Local officials have positioned the project as part of broader efforts to reposition northern France as a logistics and technology hub within Europe. The Neocloud Model Gains Ground Beyond the site itself, Nebius’ expansion illustrates the rapid emergence of neocloud infrastructure providers, companies building GPU-intensive AI capacity without operating full hyperscale cloud ecosystems. These firms increasingly occupy a strategic middle ground: supplying AI compute capacity to enterprises, startups, and even hyperscalers facing short-term infrastructure constraints. Nebius’ rise over the past year

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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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