Stay Ahead, Stay ONMINE

What it’s like to be in the middle of a conspiracy theory (according to a conspiracy theory expert)

On a gloomy Saturday morning this past May, a few months after entire blocks of Altadena, California, were destroyed by wildfires, several dozen survivors met at a local church to vent their built-up frustration, anger, blame, and anguish. As I sat there listening to one horror story after another, I almost felt sorry for the very polite consultants who were being paid to sit there, and who couldn’t do a thing about what they were hearing. Hosted by a third-party arbiter at the behest of Los Angeles County, the gathering was a listening session in which survivors could “share their experiences with emergency alerts and evacuations” for a report on how the response to the Eaton Fire months earlier had succeeded and failed.  It didn’t take long to see just how much failure there had been. This story is part of MIT Technology Review’s series “The New Conspiracy Age,” on how the present boom in conspiracy theories is reshaping science and technology. After a small fire started in the bone-dry brush of Pasadena’s Eaton Canyon early in the evening of Tuesday, January 7, 2025, the raging Santa Ana winds blew its embers into nearby Altadena, the historically Black and middle-class town just to the north. By Wednesday morning, much of it was burning. Its residents spent the night making frantic, desperate scrambles to grab whatever they could and get to safety.  In the aftermath, many claimed that they received no warning to evacuate, saw no first responders battling the blazes, and had little interaction with official personnel. Most were simply left to fend for themselves.  Making matters worse, while no place is “good” for a wildfire, Altadena was especially vulnerable. It was densely packed with 100-year-old wooden homes, many of which were decades behind on the code upgrades that would have better protected them. It was full of trees and other plants that had dried out during the rain-free winter. Few residents or officials were prepared for the seemingly remote possibility that the fires that often broke out in the mountains nearby would jump into town. As a result, resources were strained to the breaking point, and many homes simply burned freely. So the people packed into the room that morning had a lot to be angry about. They unloaded their own personal ordeals, the traumas their community had experienced, and even catastrophes they’d heard about secondhand. Each was like a dagger to the heart, met with head-nods and “uh-huhs” from people all going through the same thing. LA County left us to die because we couldn’t get alerts! I’m sleeping in my car because I was a renter and have no insurance coverage! Millions of dollars in aid were raised for us, and we haven’t gotten anything! Developers are buying up Altadena and pricing out the Black families who made this place! The firefighting planes were grounded on purpose by Joe Biden so he could fly around LA! One of these things was definitely not like the others. And I knew why. Two trains collide It’s something of a familiar cycle by now: Tragedy hits; rampant misinformation and conspiracy theories follow. Think of the deluge of “false flag” and “staged gun grab” conspiracy theories after mass shootings, or the rampant disinformation around covid-19 and the 2020 election. It’s often even more acute in the case of a natural disaster, when conspiracy theories about what “really” caused the calamity run right into culture-war-driven climate change denialism. Put together, these theories obscure real causes while elevating fake ones, with both sides battling it out on social media and TV.  I’ve studied these ideas extensively, having spent the last 10 years writing about conspiracy theories and disinformation as a journalist and researcher. I’ve covered everything from the rise of QAnon to whether Donald Trump faked his assassination attempt to the alarming rises in antisemitism, antivaccine conspiracism, and obsession with human trafficking. I’ve written three books, testified to Congress, and even written a report for the January 6th Committee. So this has been my life for quite a while.  Still, I’d never lived it. Not until the Eaton Fire. For a long time, I’d been able to talk about the conspiracy theories without letting them in. Now the disinformation was in the room with me, and it was about my life. My house, a cottage built in 1925, was one of those that burned back in January. Our only official notification to flee had come at 3:25 a.m., nine hours after the fires started. We grabbed what we could in 10 minutes, I locked our front door, and six hours later, it was all gone. We could have died. Eighteen Altadena residents did die—and all but one were in the area that was warned too late. Previously in my professional life, I’d always been able to look at the survivors of a tragedy, crying on TV about how they’d lost everything, and think sympathetically but distantly, Oh, those poor people. And soon enough, the conspiracy theories I was following about the incident for work would die down, and then it was no longer in my official purview—I could move on to the next disaster and whatever mess came with it.  Now I was one of those poor people. The Eaton Fire had changed everything about my life. Would it change everything about my work as well? It felt as though two trains I’d managed to keep on parallel tracks had collided. For a long time, I’d been able to talk about the conspiracy theories without letting them in. Now the disinformation was in the room with me, and it was about my life. And I wondered: Did I have a duty to journalism to push back on the wild thinking—or on this particular idea that Biden was responsible?  Or did I have a duty to myself and my sanity to just stay quiet? Just true enough In the days following the Eaton Fire, which coincided with another devastating fire in Los Angeles’ Pacific Palisades neighborhood, the Biden plane storyline was just one of countless rumors, false claims, hoaxes, and accusations about what had happened and who was behind them. Most were culture-war nonsense or political fodder. I also saw clearly fake AI slop (no, the Hollywood sign was not on fire) and bits of TikTok ephemera that could largely be ignored.  They were from something like an alternate world, one where forest floors hadn’t been “raked” and where incompetent “DEI firefighters” let houses burn while water waited in a giant spigot that California’s governor, Gavin Newsom, refused to “turn on” because he preferred to protect an endangered fish. There were claims that the fires were set on purpose to clear land for the Olympics, or to cover up evidence of human trafficking. Rumors flew that LA had donated all its firefighting money and gear to Ukraine. Some speculated that the fires were started by undocumented immigrants (one was suspected of causing one of the fires but never charged) or “antifa” or Black Lives Matter activists—never mind that one of the most demographically Black areas in the city was wiped out. Or, as always, it was the Jews. In this case, blame fell on a “wealthy Jewish couple” who supposedly owned most of LA’s water and wouldn’t let it go. These claims originated from the same “just asking questions” influencers who run the same playbook for every disaster. And they spread rapidly through X, a platform where breaking news had been drowned out by hysterical conspiracism.  But many did have elements of truth to them, surrounded by layers of lies and accusations. A few were just true enough to be impossible to dismiss out of hand, but also not actually true. So, for the record: Biden did not ground firefighting aircraft in Los Angeles.  According to fact-checking by both USA Today and Reuters, Biden flew into Los Angeles the day before the Eaton Fire broke out (which was also the same day that the Palisades Fire started, roughly 30 miles to the west), to dedicate two new national monuments. He left two days later. And while there were security measures in place, including flight restrictions over the area where he was staying, firefighting planes simply had to coordinate with air traffic controllers to cross into the closed-off space.  But when my sort-of neighbor brought up this particular theory that day in May, I wasn’t able to debunk it. For one thing, this was my first time hearing the rumor. But more than that, what could I say that would assuage this man’s anger? And if he wanted to blame Biden for his house burning down, was it really my place to tell him he was wrong—even if he was?  It’s common for survivors of a disaster to be aware of only parts of the story, struggle to understand the full picture, or fail to fully recollect what happened to them in the moment of survival. Once the trauma ebbs, we’re left looking for answers and clarity and someone who knows what’s going on, because we certainly don’t have a clue. Hoaxes and misinformation stem from anger, confusion, and a lack of clear answers to rapidly evolving questions.   I can confirm that it was dizzying. Rumors and hoaxes were going around in my personal circles too, even if they weren’t so lurid and even if we didn’t really believe them. Bits of half-heard news circulated constantly in our group texts, WhatsApp chains, Facebook groups, and in-person gatherings.  There was confusion over who was responsible for the extent of the devastation, genuine anger about purported LA Fire Department budget cuts (though those had not actually happened to the extent conspiracists claimed they did), and fears that a Trump-controlled federal government would abandon California.  Many of the homes and businesses that we heard had burned down hadn’t, and others that we heard had survived were gone. In an especially heartbreaking early bit of misinformation, a local child-care facility shared a Facebook post stating that FEMA was handing out vouchers to pay 90% of your rent for the next three years—except FEMA doesn’t hand out rent vouchers without an application process. I quietly reached out to the source, who took it down.  In this information vacuum, and given my work, friends started asking me questions, and answering them took energy and time I didn’t have. Honestly, the “disinformation researcher” was largely just as clueless as everyone else.  Some of the questions were harmless enough. At one point a friend texted me about a picture from Facebook of a burned Bible page that survived the fire when everything else had turned to ash. It looked too corny and convenient to be real. But I had also found a burned page of Psalms that had survived. I kept it in a ziplock bag because it seemed like the right thing to do. So I told my friend I didn’t know if it was real. I still don’t—but I also still have that ziplock somewhere. Under attack As weeks passed, we began to deal with another major issue where truth and misinformation walked together: the reasonable worry that a new president who constantly belittled California would not be willing to provide relief funds.  Recovery depended on FEMA to distribute grants, on the EPA to clear toxic debris, on the Small Business Administration to make loans for rebuilding or repairing homes, on the Army Corps of Engineers to remove the detritus of burned structures, and so much more. How would this square with the new “government efficiency” mandate touting the trillions of dollars and tens of thousands of jobs to be cut from the federal budget?  Nobody knew—including the many kind government employees who spent months in Altadena helping us recover while silently wondering if they were about to be fired. We dealt with scammers, grifters, squatters, thieves, and even tow truck companies that simply stole cars parked outside burned lots and held them for ransom. After a decade of helping people recognize scams and frauds, there was little I could do when they came for us. Many residents of Altadena began to have trepidation about accepting government assistance, particularly in its Black community, which already had a well-earned deep distrust of the federal government. Many Black residents felt that their needs and stories were being left behind in the recovery, and feared they would be the first to be priced out of whatever Altadena would become in the future. Outreach in person became critical. I happened to meet the two-star general in charge of the Army Corps’ effort at lunch one day, as he and his team tried to find outside-the-box ways to engage with exhausted and wary residents. He told me they had tried to use technology—texts, emails, clips designed to go viral—but it was too much information, all apparently delivered in the wrong way. Many of the people they needed to reach, particularly older residents, didn’t use social media, weren’t able to communicate well via text, and were easy prey for sophisticated scammers. It was also easy for the real information to get lost as we got bombarded with communications, including many from hoaxers and frauds. This, too, wasn’t new to me. Many of the movements I’ve covered are awash in grift and worthless wellness products. I know the signs of a scam and a snake-oil salesman. Still, I watched helplessly as my friends and my community, desperate for help, were turned into chum for cash-hungry sharks opening their jaws wide.  The community was hammered by dodgy contractors and fly-by-night debris removal companies, relief scams and phony grants, and spam calls from “repair companies” and builders. We dealt with scammers, grifters, squatters, thieves, and even tow truck companies that simply stole cars parked outside burned lots and held them for ransom. We were also victimized by looting: Abandoned wires on our lot were stripped for copper, and our neighbor’s unlocked garage was ransacked. After a decade of helping people recognize scams and frauds, there was little I could do when they came for us. The fear of being conned was easily transmittable, even to me personally. After hearing of friends who couldn’t get a FEMA grant because a previous owner of their home had fraudulently filed an application, we delayed our own appointment with FEMA for weeks. The agency’s call had come so out of the blue that we were convinced it was fake. Maybe my job made me overcautious, or maybe we were just paralyzed by the sheer tonnage of decisions and calls that needed to be handled. Whatever the reason, the fear meant we later had to make multiple calls just to get our meeting rescheduled. It’s a small thing, but when you’re as exhausted and dispirited as we were, there are no small things.  Contractors for the US Army Corps of Engineers remove hazardous materials from a home destroyed in the Eaton Fire, near a burned-out car.STEPHANIE ARNETT/MIT TECHNOLOGY REVIEW | GETTY IMAGES Making all this even more frustrating was that the scammers, the people spinning tales of lasers and endangered fish and antifa, were very much ignoring the reality: that our planet is trying to kill us. While federal officials recently made an arrest in the Palisades Fire, the direct causes of that fire and the nearby Eaton Fire may still take years of investigation and litigation to be fully known. But even now, it can’t be denied to any reasonable degree that climate change worsened the wind that made the fires spread more quickly. The Santa Ana winds bombarding Southern California were among the worst ever to hit the region. Their ferocity drove the embers well beyond the nominal fire danger line, particularly in Altadena. Many landed in brush left brittle and dead by the decades-long drought plaguing California. And they had even more fuel because the previous two winters had been among the wettest in the region’s recent history. Such rapid swings between wet and dry or cold and hot have become so common around the world that they even have a name: climate whiplash.  There are the conspiracy theory gurus who see this and make money off it, peddling disinformation on their podcasts and livestreams, while blaming everyone and everything but the real reasons. Many of these figures have spent decades railing against the very idea that the climate could change. And if it is changing, they claimed, human consumption and urbanization have nothing to do with it. When faced with a disaster that undeniably reflected climate change at work, their business models—which rely on sales of subscriptions and merchandise—demanded that they just keep denying it was climate change at work. As more cities and countries deal with “once in a century” climate disasters, I have no doubt that these figures will continue to deflect attention away from human activity. They will use crackpot science, conspiracy theories, politics, and—increasingly—fake videos depicting whatever AI can generate. They will prey on their audiences’ limited understanding of basic science, their inability to perceive how climate and weather differ, and their fears that globalist power brokers will somehow use the weather against them. And their message will spread with little pushback from social media platforms more concerned with virality and shareholder value than truth. Resisting the temptation When you cover disinformation and live through an event creating a massive volume of disinformation, it’s like floating outside your body on an operating table as your heart is being worked on, while also being a heart surgeon. I knew I should be trying to help. But I did not have the mental capacity, the time, or, to be honest, the interest in covering what the worst people on the internet were saying about the worst time of my life. I had very real questions about where my family would live. Thinking about my career was not a priority.  But of course, these experiences cannot now be excised from my career. I’ve spent a lot of time talking about how trauma influences conspiracism; see how the isolation and boredom of covid created a new generation of conspiracy theory believers. And now I had my own trauma, and it has been a test of my abilities as a journalist and a thinker to avoid falling into the pit of despair. At the same time, I have a much deeper understanding of the psychology at work in conspiracy belief. One of the biggest reasons conspiracy theories take off after a disaster is that they serve to make sense out of something that makes no sense. Neighborhoods aren’t supposed to burn down in an era of highly trained firefighters and seemingly fireproof materials. They especially aren’t supposed to burn down in Los Angeles, one of the wealthiest cities on the planet. These were seven- and eight-figure homes going up like matches. There must be a reason, people figured. Someone, or something, must be responsible. So, as I emerge from the haze to something resembling “normal,” I feel more compassion and understanding for trauma victims who turn to conspiracy theories. Having faced the literal burning down of my life, I get the urge to assign meaning to such a calamity and point a finger at whoever we think did it to us.  Meanwhile, the people of Altadena and Pacific Palisades continue to slowly put our lives and communities back together. The effects of both our warming planet and our disinformation crisis continue to assert themselves every day. It’s still alluring to look for easy answers in outrageous conspiracy theories, but such answers are not real and offer no actual help—only the illusion of help. It’s equally tempting for someone who researches and debunks conspiracy theories to mock or belittle the people who believe these ideas. How could anyone be so dumb as to think Joe Biden caused the fire that burned down my home? I kept my mouth shut that day at the meeting in the church, though, again, I can now sympathize much more deeply with something I’d otherwise think completely inane.  But even a journalist who lost his house is still a journalist. So I decided early on that what I really needed to do was keep Altadena in the news. I went on TV and radio, blogged, and happily told our story to anyone who asked. I focused on the community, the impact, the people who would be working to recover long after the national spotlight moved to the next shiny object. If there is a professional lesson to be taken from this nightmare, it might be that the people caught up in tragedies are exactly that: caught up. And those who believe this nonsense find something of value in it. They find hope and comfort and the reassurance that whoever did this to them will get what they deserve.  I could have done it too, throwing away years of experience to embrace conspiracist nihilism in the face of unspeakable trauma. After all, those poor people going through this weren’t just on my TV.  They were my friends. They were me. They could be anyone. Mike Rothschild is a journalist and an expert on the growth and impact of conspiracy theories and disinformation. He has written three books, including The Storm Is Upon Us, about the QAnon conspiracy movement, and Jewish Space Lasers, about the myths around the Rothschild banking family. He also is a frequent expert witness in legal cases involving conspiracy theories and has spoken at colleges and conferences around the country. He lives in Southern California.

On a gloomy Saturday morning this past May, a few months after entire blocks of Altadena, California, were destroyed by wildfires, several dozen survivors met at a local church to vent their built-up frustration, anger, blame, and anguish. As I sat there listening to one horror story after another, I almost felt sorry for the very polite consultants who were being paid to sit there, and who couldn’t do a thing about what they were hearing.

Hosted by a third-party arbiter at the behest of Los Angeles County, the gathering was a listening session in which survivors could “share their experiences with emergency alerts and evacuations” for a report on how the response to the Eaton Fire months earlier had succeeded and failed. 

It didn’t take long to see just how much failure there had been.


This story is part of MIT Technology Review’s series “The New Conspiracy Age,” on how the present boom in conspiracy theories is reshaping science and technology.


After a small fire started in the bone-dry brush of Pasadena’s Eaton Canyon early in the evening of Tuesday, January 7, 2025, the raging Santa Ana winds blew its embers into nearby Altadena, the historically Black and middle-class town just to the north. By Wednesday morning, much of it was burning. Its residents spent the night making frantic, desperate scrambles to grab whatever they could and get to safety. 

In the aftermath, many claimed that they received no warning to evacuate, saw no first responders battling the blazes, and had little interaction with official personnel. Most were simply left to fend for themselves. 

Making matters worse, while no place is “good” for a wildfire, Altadena was especially vulnerable. It was densely packed with 100-year-old wooden homes, many of which were decades behind on the code upgrades that would have better protected them. It was full of trees and other plants that had dried out during the rain-free winter. Few residents or officials were prepared for the seemingly remote possibility that the fires that often broke out in the mountains nearby would jump into town. As a result, resources were strained to the breaking point, and many homes simply burned freely.

So the people packed into the room that morning had a lot to be angry about. They unloaded their own personal ordeals, the traumas their community had experienced, and even catastrophes they’d heard about secondhand. Each was like a dagger to the heart, met with head-nods and “uh-huhs” from people all going through the same thing.

LA County left us to die because we couldn’t get alerts!

I’m sleeping in my car because I was a renter and have no insurance coverage!

Millions of dollars in aid were raised for us, and we haven’t gotten anything!

Developers are buying up Altadena and pricing out the Black families who made this place!

The firefighting planes were grounded on purpose by Joe Biden so he could fly around LA!

One of these things was definitely not like the others. And I knew why.

Two trains collide

It’s something of a familiar cycle by now: Tragedy hits; rampant misinformation and conspiracy theories follow. Think of the deluge of “false flag” and “staged gun grab” conspiracy theories after mass shootings, or the rampant disinformation around covid-19 and the 2020 election. It’s often even more acute in the case of a natural disaster, when conspiracy theories about what “really” caused the calamity run right into culture-war-driven climate change denialism. Put together, these theories obscure real causes while elevating fake ones, with both sides battling it out on social media and TV. 

I’ve studied these ideas extensively, having spent the last 10 years writing about conspiracy theories and disinformation as a journalist and researcher. I’ve covered everything from the rise of QAnon to whether Donald Trump faked his assassination attempt to the alarming rises in antisemitism, antivaccine conspiracism, and obsession with human trafficking. I’ve written three books, testified to Congress, and even written a report for the January 6th Committee. So this has been my life for quite a while. 

Still, I’d never lived it. Not until the Eaton Fire.

For a long time, I’d been able to talk about the conspiracy theories without letting them in. Now the disinformation was in the room with me, and it was about my life.

My house, a cottage built in 1925, was one of those that burned back in January. Our only official notification to flee had come at 3:25 a.m., nine hours after the fires started. We grabbed what we could in 10 minutes, I locked our front door, and six hours later, it was all gone. We could have died. Eighteen Altadena residents did die—and all but one were in the area that was warned too late.

Previously in my professional life, I’d always been able to look at the survivors of a tragedy, crying on TV about how they’d lost everything, and think sympathetically but distantly, Oh, those poor people. And soon enough, the conspiracy theories I was following about the incident for work would die down, and then it was no longer in my official purview—I could move on to the next disaster and whatever mess came with it. 

Now I was one of those poor people. The Eaton Fire had changed everything about my life. Would it change everything about my work as well? It felt as though two trains I’d managed to keep on parallel tracks had collided.

For a long time, I’d been able to talk about the conspiracy theories without letting them in. Now the disinformation was in the room with me, and it was about my life. And I wondered: Did I have a duty to journalism to push back on the wild thinking—or on this particular idea that Biden was responsible? 

Or did I have a duty to myself and my sanity to just stay quiet?

Just true enough

In the days following the Eaton Fire, which coincided with another devastating fire in Los Angeles’ Pacific Palisades neighborhood, the Biden plane storyline was just one of countless rumors, false claims, hoaxes, and accusations about what had happened and who was behind them.

Most were culture-war nonsense or political fodder. I also saw clearly fake AI slop (no, the Hollywood sign was not on fire) and bits of TikTok ephemera that could largely be ignored. 

They were from something like an alternate world, one where forest floors hadn’t been “raked” and where incompetent “DEI firefighters” let houses burn while water waited in a giant spigot that California’s governor, Gavin Newsom, refused to “turn on” because he preferred to protect an endangered fish. There were claims that the fires were set on purpose to clear land for the Olympics, or to cover up evidence of human trafficking. Rumors flew that LA had donated all its firefighting money and gear to Ukraine. Some speculated that the fires were started by undocumented immigrants (one was suspected of causing one of the fires but never charged) or “antifa” or Black Lives Matter activists—never mind that one of the most demographically Black areas in the city was wiped out. Or, as always, it was the Jews. In this case, blame fell on a “wealthy Jewish couple” who supposedly owned most of LA’s water and wouldn’t let it go.

These claims originated from the same “just asking questions” influencers who run the same playbook for every disaster. And they spread rapidly through X, a platform where breaking news had been drowned out by hysterical conspiracism. 

But many did have elements of truth to them, surrounded by layers of lies and accusations. A few were just true enough to be impossible to dismiss out of hand, but also not actually true.

So, for the record: Biden did not ground firefighting aircraft in Los Angeles. 

According to fact-checking by both USA Today and Reuters, Biden flew into Los Angeles the day before the Eaton Fire broke out (which was also the same day that the Palisades Fire started, roughly 30 miles to the west), to dedicate two new national monuments. He left two days later. And while there were security measures in place, including flight restrictions over the area where he was staying, firefighting planes simply had to coordinate with air traffic controllers to cross into the closed-off space. 

But when my sort-of neighbor brought up this particular theory that day in May, I wasn’t able to debunk it. For one thing, this was my first time hearing the rumor. But more than that, what could I say that would assuage this man’s anger? And if he wanted to blame Biden for his house burning down, was it really my place to tell him he was wrong—even if he was? 

It’s common for survivors of a disaster to be aware of only parts of the story, struggle to understand the full picture, or fail to fully recollect what happened to them in the moment of survival. Once the trauma ebbs, we’re left looking for answers and clarity and someone who knows what’s going on, because we certainly don’t have a clue. Hoaxes and misinformation stem from anger, confusion, and a lack of clear answers to rapidly evolving questions.  

I can confirm that it was dizzying. Rumors and hoaxes were going around in my personal circles too, even if they weren’t so lurid and even if we didn’t really believe them. Bits of half-heard news circulated constantly in our group texts, WhatsApp chains, Facebook groups, and in-person gatherings. 

There was confusion over who was responsible for the extent of the devastation, genuine anger about purported LA Fire Department budget cuts (though those had not actually happened to the extent conspiracists claimed they did), and fears that a Trump-controlled federal government would abandon California. 

Many of the homes and businesses that we heard had burned down hadn’t, and others that we heard had survived were gone. In an especially heartbreaking early bit of misinformation, a local child-care facility shared a Facebook post stating that FEMA was handing out vouchers to pay 90% of your rent for the next three years—except FEMA doesn’t hand out rent vouchers without an application process. I quietly reached out to the source, who took it down. 

In this information vacuum, and given my work, friends started asking me questions, and answering them took energy and time I didn’t have. Honestly, the “disinformation researcher” was largely just as clueless as everyone else. 

Some of the questions were harmless enough. At one point a friend texted me about a picture from Facebook of a burned Bible page that survived the fire when everything else had turned to ash. It looked too corny and convenient to be real. But I had also found a burned page of Psalms that had survived. I kept it in a ziplock bag because it seemed like the right thing to do. So I told my friend I didn’t know if it was real. I still don’t—but I also still have that ziplock somewhere.

Under attack

As weeks passed, we began to deal with another major issue where truth and misinformation walked together: the reasonable worry that a new president who constantly belittled California would not be willing to provide relief funds

Recovery depended on FEMA to distribute grants, on the EPA to clear toxic debris, on the Small Business Administration to make loans for rebuilding or repairing homes, on the Army Corps of Engineers to remove the detritus of burned structures, and so much more. How would this square with the new “government efficiency” mandate touting the trillions of dollars and tens of thousands of jobs to be cut from the federal budget? 

Nobody knew—including the many kind government employees who spent months in Altadena helping us recover while silently wondering if they were about to be fired.

We dealt with scammers, grifters, squatters, thieves, and even tow truck companies that simply stole cars parked outside burned lots and held them for ransom. After a decade of helping people recognize scams and frauds, there was little I could do when they came for us.

Many residents of Altadena began to have trepidation about accepting government assistance, particularly in its Black community, which already had a well-earned deep distrust of the federal government. Many Black residents felt that their needs and stories were being left behind in the recovery, and feared they would be the first to be priced out of whatever Altadena would become in the future.

Outreach in person became critical. I happened to meet the two-star general in charge of the Army Corps’ effort at lunch one day, as he and his team tried to find outside-the-box ways to engage with exhausted and wary residents. He told me they had tried to use technology—texts, emails, clips designed to go viral—but it was too much information, all apparently delivered in the wrong way. Many of the people they needed to reach, particularly older residents, didn’t use social media, weren’t able to communicate well via text, and were easy prey for sophisticated scammers. It was also easy for the real information to get lost as we got bombarded with communications, including many from hoaxers and frauds.

This, too, wasn’t new to me. Many of the movements I’ve covered are awash in grift and worthless wellness products. I know the signs of a scam and a snake-oil salesman. Still, I watched helplessly as my friends and my community, desperate for help, were turned into chum for cash-hungry sharks opening their jaws wide. 

The community was hammered by dodgy contractors and fly-by-night debris removal companies, relief scams and phony grants, and spam calls from “repair companies” and builders. We dealt with scammers, grifters, squatters, thieves, and even tow truck companies that simply stole cars parked outside burned lots and held them for ransom. We were also victimized by looting: Abandoned wires on our lot were stripped for copper, and our neighbor’s unlocked garage was ransacked. After a decade of helping people recognize scams and frauds, there was little I could do when they came for us.

The fear of being conned was easily transmittable, even to me personally. After hearing of friends who couldn’t get a FEMA grant because a previous owner of their home had fraudulently filed an application, we delayed our own appointment with FEMA for weeks. The agency’s call had come so out of the blue that we were convinced it was fake. Maybe my job made me overcautious, or maybe we were just paralyzed by the sheer tonnage of decisions and calls that needed to be handled. Whatever the reason, the fear meant we later had to make multiple calls just to get our meeting rescheduled. It’s a small thing, but when you’re as exhausted and dispirited as we were, there are no small things. 

Contractors for the US Army Corps of Engineers remove hazardous materials from a home destroyed in the Eaton Fire, near a burned-out car.
STEPHANIE ARNETT/MIT TECHNOLOGY REVIEW | GETTY IMAGES

Making all this even more frustrating was that the scammers, the people spinning tales of lasers and endangered fish and antifa, were very much ignoring the reality: that our planet is trying to kill us. While federal officials recently made an arrest in the Palisades Fire, the direct causes of that fire and the nearby Eaton Fire may still take years of investigation and litigation to be fully known. But even now, it can’t be denied to any reasonable degree that climate change worsened the wind that made the fires spread more quickly.

The Santa Ana winds bombarding Southern California were among the worst ever to hit the region. Their ferocity drove the embers well beyond the nominal fire danger line, particularly in Altadena. Many landed in brush left brittle and dead by the decades-long drought plaguing California. And they had even more fuel because the previous two winters had been among the wettest in the region’s recent history. Such rapid swings between wet and dry or cold and hot have become so common around the world that they even have a name: climate whiplash

There are the conspiracy theory gurus who see this and make money off it, peddling disinformation on their podcasts and livestreams, while blaming everyone and everything but the real reasons. Many of these figures have spent decades railing against the very idea that the climate could change. And if it is changing, they claimed, human consumption and urbanization have nothing to do with it. When faced with a disaster that undeniably reflected climate change at work, their business models—which rely on sales of subscriptions and merchandise—demanded that they just keep denying it was climate change at work.

As more cities and countries deal with “once in a century” climate disasters, I have no doubt that these figures will continue to deflect attention away from human activity. They will use crackpot science, conspiracy theories, politics, and—increasingly—fake videos depicting whatever AI can generate. They will prey on their audiences’ limited understanding of basic science, their inability to perceive how climate and weather differ, and their fears that globalist power brokers will somehow use the weather against them. And their message will spread with little pushback from social media platforms more concerned with virality and shareholder value than truth.

Resisting the temptation

When you cover disinformation and live through an event creating a massive volume of disinformation, it’s like floating outside your body on an operating table as your heart is being worked on, while also being a heart surgeon. I knew I should be trying to help. But I did not have the mental capacity, the time, or, to be honest, the interest in covering what the worst people on the internet were saying about the worst time of my life. I had very real questions about where my family would live. Thinking about my career was not a priority. 

But of course, these experiences cannot now be excised from my career. I’ve spent a lot of time talking about how trauma influences conspiracism; see how the isolation and boredom of covid created a new generation of conspiracy theory believers. And now I had my own trauma, and it has been a test of my abilities as a journalist and a thinker to avoid falling into the pit of despair.

At the same time, I have a much deeper understanding of the psychology at work in conspiracy belief. One of the biggest reasons conspiracy theories take off after a disaster is that they serve to make sense out of something that makes no sense. Neighborhoods aren’t supposed to burn down in an era of highly trained firefighters and seemingly fireproof materials. They especially aren’t supposed to burn down in Los Angeles, one of the wealthiest cities on the planet. These were seven- and eight-figure homes going up like matches. There must be a reason, people figured. Someone, or something, must be responsible.

So, as I emerge from the haze to something resembling “normal,” I feel more compassion and understanding for trauma victims who turn to conspiracy theories. Having faced the literal burning down of my life, I get the urge to assign meaning to such a calamity and point a finger at whoever we think did it to us. 

Meanwhile, the people of Altadena and Pacific Palisades continue to slowly put our lives and communities back together. The effects of both our warming planet and our disinformation crisis continue to assert themselves every day. It’s still alluring to look for easy answers in outrageous conspiracy theories, but such answers are not real and offer no actual help—only the illusion of help.

It’s equally tempting for someone who researches and debunks conspiracy theories to mock or belittle the people who believe these ideas. How could anyone be so dumb as to think Joe Biden caused the fire that burned down my home?

I kept my mouth shut that day at the meeting in the church, though, again, I can now sympathize much more deeply with something I’d otherwise think completely inane. 

But even a journalist who lost his house is still a journalist. So I decided early on that what I really needed to do was keep Altadena in the news. I went on TV and radio, blogged, and happily told our story to anyone who asked. I focused on the community, the impact, the people who would be working to recover long after the national spotlight moved to the next shiny object.

If there is a professional lesson to be taken from this nightmare, it might be that the people caught up in tragedies are exactly that: caught up. And those who believe this nonsense find something of value in it. They find hope and comfort and the reassurance that whoever did this to them will get what they deserve. 

I could have done it too, throwing away years of experience to embrace conspiracist nihilism in the face of unspeakable trauma. After all, those poor people going through this weren’t just on my TV. 

They were my friends. They were me. They could be anyone.

Mike Rothschild is a journalist and an expert on the growth and impact of conspiracy theories and disinformation. He has written three books, including The Storm Is Upon Us, about the QAnon conspiracy movement, and Jewish Space Lasers, about the myths around the Rothschild banking family. He also is a frequent expert witness in legal cases involving conspiracy theories and has spoken at colleges and conferences around the country. He lives in Southern California.

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Agentic AI: What now, what next?

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

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AMD to build two more supercomputers at Oak Ridge National Labs

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Xcel Energy rolls out $60 billion capital spending plan

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Lukoil to Sell Assets to Gunvor Amid Sanctions

Russian oil producer Lukoil PJSC has agreed to sell its international assets to energy trader Gunvor Group, a week after being hit by US sanctions. The country’s No. 2 oil producer said it had accepted an offer from Gunvor and made a commitment not to negotiate with other potential buyers. If successful, the deal would involve the transfer of a sprawling global network of oil fields, refineries and gas stations to one of the world’s top independent commodity traders.  The US last week blacklisted oil giants Rosneft PJSC and Lukoil as part of a fresh bid to end the war in Ukraine by depriving Moscow of revenues. It was the first major package of sanctions on Russia’s petroleum industry since US President Donald Trump took office, and has left governments and business partners clambering to understand the impact. The offer — for which no value was disclosed — includes Lukoil International’s trading arm Litasco, but not the business units in Dubai which have recently become subject to sanctions, said a person familiar with the matter. Gunvor itself has had a long history with Russia. Its co-founder Gennady Timchenko was placed under US sanctions in the wake of the Kremlin’s annexation of Crimea in 2014, with the US government claiming at the time that Russian President Vladimir Putin had “investments in Gunvor,” which the company has consistently denied.  Since Timchenko sold his shares, it’s now majority-owned by co-founder and chief executive officer Torbjorn Tornqvist.  After making record profits from recent volatility in energy markets, cash-rich commodity traders are spending big on assets to help lock in better margins for the future. A potential deal could provide Gunvor with a system of upstream and downstream businesses akin to the trading units of majors like BP Plc and Shell Plc. The deal is subject to

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Energy Department Announces $100 Million to Restore America’s Coal Plants

WASHINGTON— The U.S. Department of Energy (DOE) today issued a Notice of Funding Opportunity (NOFO) for up to $100 million in federal funding to refurbish and modernize the nation’s existing coal power plants. It follows the Department’s September announcement of its intent to invest $625 million to expand and reinvigorate America’s coal industry. The effort will support practical, high-impact projects that improve efficiency, plant lifetimes, and performance of coal and natural gas use. “For years, the Biden and Obama administrations relentlessly targeted America’s coal industry and workers, resulting in the closure of reliable power plants and higher electricity costs,” said U.S. Secretary of Energy Chris Wright. “Thankfully, President Trump has ended the war on American coal and is restoring common sense energy policies that put Americans first. These projects will help keep America’s coal plants operating and ensure the United States has the reliable and affordable power it needs to keep the lights on and power our future.” This effort supports President Trump’s Executive Orders, Reinvigorating America’s Beautiful Clean Coal Industry and Strengthening the Reliability and Security of the United States Electric Grid, and advances his commitment to restore U.S. energy dominance. This NOFO seeks applications for projects to design, implement, test, and validate three strategic opportunities for refurbishment and retrofit of existing American coal power plants to make them operate more efficiently, reliably, and affordably: Development, engineering, and implementation of advanced wastewater management systems capable of cost-effective water recovery and other value-added byproducts from wastewater streams. Engineering, design, and implementation of retrofit systems that enable fuel switching between coal and natural gas without compromising critical operational parameters. Deployment, engineering, and implementation of advanced coal-natural gas co-firing systems and system components, including highly fuel-flexible burner designs and advanced control systems, to maximize gas co-firing capacity to provide a low cost retrofit option for coal plants while minimizing efficiency penalties. DOE’s National Energy

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USA Energy Sec Says Goal Is for Canada Trade Talks to Resume

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Exxon and Chevron Top Estimates With Oil Output Increases

Exxon Mobil Corp. and Chevron Corp. outperformed Wall Street expectations after new oilfield projects and acquisitions boosted crude output. Exxon’s adjusted third-quarter profit per-share was 7 cents higher than analysts forecast, while Chevron posted an almost 20-cent surprise on Friday. For Exxon, it was the sixth consecutive beat, buoyed by the startup of the explorer’s latest Guyana development. Chevron rose as much as 3.1% in New York. Exxon, meanwhile, dipped as much as 1.5% after a spate of acquisitions during the period pressured free cash flow. North America’s largest oil companies are pursuing divergent paths as global oil markets slip into what is widely expected to be a hefty supply glut. As Exxon presses head with a raft of expansion projects despite slumping crude prices, Chevron is positioning itself to wring cash from operations to weather the market downturn. This is all happening against the backdrop of efforts by the OPEC+ alliance to recapture market share by unleashing more crude onto global markets. Brent crude, the international benchmark, already is on pace for its worst annual decline in half a decade. The US supermajors followed European rival Shell Plc in posting stronger-than-expected results. TotalEnergies SE reported profit that was in-line with expectations. BP Plc is scheduled to disclose results next week. For Exxon, eight of the 10 new developments slated for this year have already started up and the remaining two are “on track,” Chief Executive Officer Darren Woods said in a statement.  Woods is betting Exxon’s low debt level means he has ample capacity to fund growth projects that span from crude in Brazil to chemicals in China while maintaining a $20 billion annual buyback program despite weak oil prices. His goal is to be ready to capitalize on an upturn in commodity prices, which analysts say could come

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Trump Says Canada Trade Talks Won’t Resume, Contradicting Energy Sec

(Update) October 31, 2025, 4:18 PM GMT: Adds comments from President Trump, starting in the first paragraph. US President Donald Trump said he received an apology from Canadian Prime Minister Mark Carney over a television ad that opposed tariffs, but suggested that trade talks between the two countries won’t restart.  Asked by reporters aboard Air Force One whether negotiations between the White House and Carney’s government would resume, Trump said: “No, but I have a very good relationship. I like him a lot, but you know, what they did was wrong. He was very nice. He apologized for what they did with the commercial.”  Earlier Friday, US Energy Secretary Chris Wright said the goal is for the US and Canada to return to the table after talks broke off last week, and for the countries to cooperate more closely on oil, gas and critical minerals. There has been friction in the talks between Canada and the US “for some good reasons,” Wright told reporters at the Group of Seven energy and environment ministers’ meeting in Toronto on Friday. Trump called off the negotiations last week after the province of Ontario aired an anti-tariff advertisement in the US that drew from a 1987 radio address by former President Ronald Reagan. Trump also threatened an additional 10% tariff on Canada. Before the breakdown, Carney said the two countries had been progressing on a deal on steel and aluminum sectoral tariffs, as well as energy. Carney had pitched Trump on reviving the Keystone XL pipeline project. “Unfortunately we’ve had some bumps on the road,” Wright said. “I would say the goal is to bring those back together and I think to see cooperation between the United States and Canada across critical minerals, across oil and gas.” Trump has also said recently that he’s satisfied with

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Supermicro Unveils Data Center Building Blocks to Accelerate AI Factory Deployment

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

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

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

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

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

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

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

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

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

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Nvidia GTC show news you need to know round-up

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

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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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