What’s next for smart glasses

Stay Ahead, Stay ONMINE

What’s next for smart glasses

MIT Technology Review’s What’s Next series looks across industries, trends, and technologies to give you a first look at the future. You can read the rest of them here. For every technological gadget that becomes a household name, there are dozens that never catch on. This year marks a full decade since Google confirmed it was stopping production of Google Glass, and for a long time it appeared as though mixed-reality products—think of the kinds of face computers that don’t completely cover your field of view they way a virtual-reality headset does—would remain the preserve of enthusiasts rather than casual consumers. Fast-forward 10 years, and smart glasses are on the verge of becoming—whisper it—cool. Meta’s smart glasses, made in partnership with Ray-Ban, are basically indistinguishable from the iconic Wayfarers Tom Cruise made famous in Risky Business. Meta also recently showed off its fashion-forward Orion augmented reality glasses prototype, while Snap unveiled its fifth-generation Spectacles, neither of which would look out of place in the trendiest district of a major city. In December, Google showed off its new unnamed Android XR prototype glasses, and rumors that Apple is still working on a long-anticipated glasses project continue to swirl. Elsewhere, Chinese tech giants Huawei, Alibaba, Xiaomi, and Baidu are also vying for a slice of the market. Sleeker designs are certainly making this new generation of glasses more appealing. But more importantly, smart glasses are finally on the verge of becoming useful, and it’s clear that Big Tech is betting that augmented specs will be the next big consumer device category. Here’s what to expect from smart glasses in 2025 and beyond. AI agents could finally make smart glasses truly useful Although mixed-reality devices have been around for decades, they have largely benefited specialized fields, including the medical, construction, and technical remote-assistance industries, where they are likely to continue being used, possibly in more specialized ways. Microsoft is the creator of the best-known of these devices, which layer virtual content over the wearer’s real-world environment, and marketed its HoloLens 2 smart goggles to corporations. The company recently confirmed it was ending production of that device. Instead, it is choosing to focus on building headsets for the US military in partnership with Oculus founder Palmer Luckey’s latest venture, Anduril. Now the general public may finally be getting access to devices they can use. The AI world is abuzz over agents, which augment large language models (LLMs) with the ability to carry out tasks by themselves. The past 12 months have seen huge leaps in AI multimodal LLMs’ abilities to handle video, images, and audio in addition to text, which opens up new applications for smart glasses that would not have been possible previously, says Louis Rosenberg, an AR researcher who worked on the first functional augmented-reality system at Stanford University in the 1990s. We already know Meta is definitely interested in AI agents. Although the company said in September that it has no plans to sell its Orion prototype glasses to the public, given their expense, Mark Zuckerberg raised expectations for its next generations of Meta’s smart glasses when he declared Orion the “most advanced pair of AR glasses ever made.” He’s also made it clear how deeply invested Meta is in bringing a “highly intelligent and personalized AI assistant” to as many users as possible and that he’s confident Meta’s glasses are the “perfect form factor for AI.” Although Meta is already making its Ray-Ban smart glasses’ AI more conversational—its new live AI feature responds to prompts about what its wearer is seeing and hearing via its camera and microphone—future agents will give these systems not only eyes and ears, but a contextual awareness of what’s around them, Rosenberg says. For example, agents running on smart glasses could hold unprompted interactive conversations with their wearers based on their environment, reminding them to buy orange juice when they walk past a store, for example, or telling them the name of a coworker who passes them on the sidewalk. We already know Google is deeply interested in this agent-first approach: The unnamed smart glasses it first showed off at Google I/O in May 2024 were powered by its Astra AI agent system. “Having worked on mixed reality for over 30 years, it’s the first time I can see an application that will really drive mass adoption,” Rosenberg says. Meta and Google will likely tussle to be the sector’s top dog It’s unclear how far we are from that level of mass adoption. During a recent Meta earnings call, Zuckerberg said 2025 would be a “defining year” for understanding the future of AI glasses and whether they explode in popularity or represent “a longer grind.” He has reason to be optimistic, though: Meta is currently ahead of its competition thanks to the success of the Ray-Ban Meta smart glasses—the company sold more than 1 million units last year. It also is preparing to roll out new styles thanks to a partnership with Oakley, which, like Ray-Ban, is under the EssilorLuxottica umbrella of brands. And while its current second-generation specs can’t show its wearer digital data and notifications, a third version complete with a small display is due for release this year, according to the Financial Times. The company is also reportedly working on a lighter, more advanced version of its Orion AR glasses, dubbed Artemis, that could go on sale as early as 2027, Bloomberg reports. Adding display capabilities will put the Ray-Ban Meta glasses on equal footing with Google’s unnamed Android XR glasses project, which sports an in-lens display (the company has not yet announced a definite release date). The prototype the company demoed to journalists in September featured a version of its AI chatbot Gemini, and much they way Google built its Android OS to run on smartphones made by third parties, its Android XR software will eventually run on smart glasses made by other companies as well as its own. These two major players are competing to bring face-mounted AI to the masses in a race that’s bound to intensify, adds Rosenberg—especially given that both Zuckerberg and Google cofounder Sergey Brin have called smart glasses the “perfect” hardware for AI. “Google and Meta are really the big tech companies that are furthest ahead in the AI space on their own. They’re very well positioned,” he says. “This is not just augmenting your world, it’s augmenting your brain.” It’s getting easier to make smart glasses—but it’s still hard to get them right When the AR gaming company Niantic’s Michael Miller walked around CES, the gigantic consumer electronics exhibition that takes over Las Vegas each January, he says he was struck by the number of smaller companies developing their own glasses and systems to run on them, including Chinese brands DreamSmart, Thunderbird, and Rokid. While it’s still not a cheap endeavor—a business would probably need a couple of million dollars in investment to get a prototype off the ground, he says—it demonstrates that the future of the sector won’t depend on Big Tech alone. “On a hardware and software level, the barrier to entry has become very low,” says Miller, the augmented reality hardware lead at Niantic, which has partnered with Meta, Snap, and Magic Leap, among others. “But turning it into a viable consumer product is still tough. Meta caught the biggest fish in this world, and so they benefit from the Ray-Ban brand. It’s hard to sell glasses when you’re an unknown brand.” That’s why it’s likely ambitious smart glasses makers in countries like Japan and China will increasingly partner with eyewear companies known locally for creating desirable frames, generating momentum in their home markets before expanding elsewhere, he suggests. More developers will start building for these devices These smaller players will also have an important role in creating new experiences for wearers of smart glasses. A big part of smart glasses’ usefulness hinges on their ability to send and receive information from a wearer’s smartphone—and third-party developers’ interest in building apps that run on them. The more the public can do with their glasses, the more likely they are to buy them. Developers are still waiting for Meta to release a software development kit (SDK) that would let them build new experiences for the Ray-Ban Meta glasses. While bigger brands are understandably wary about giving third parties access to smart glasses’ discreet cameras, it does limit the opportunities researchers and creatives have to push the envelope, says Paul Tennent, an associate professor in the Mixed Reality Laboratory at the University of Nottingham in the UK. “But historically, Google has been a little less afraid of this,” he adds. Elsewhere, Snap and smaller brands like Brilliant Labs, whose Frame glasses run multimodal AI models including Perplexity, ChatGPT, and Whisper, and Vuzix, which recently launched its AugmentOS universal operating system for smart glasses, have happily opened up their SDKs, to the delight of developers, says Patrick Chwalek, a student at the MIT Media Lab who worked on smart glasses platform Project Captivate as part of his PhD research. “Vuzix is getting pretty popular at various universities and companies because people can start building experiences on top of them,” he adds. “Most of these are related to navigation and real-time translation—I think we’re going to be seeing a lot of iterations of that over the next few years.”

MIT Technology Review’s What’s Next series looks across industries, trends, and technologies to give you a first look at the future. You can read the rest of them here.

For every technological gadget that becomes a household name, there are dozens that never catch on. This year marks a full decade since Google confirmed it was stopping production of Google Glass, and for a long time it appeared as though mixed-reality products—think of the kinds of face computers that don’t completely cover your field of view they way a virtual-reality headset does—would remain the preserve of enthusiasts rather than casual consumers.

Fast-forward 10 years, and smart glasses are on the verge of becoming—whisper it—cool. Meta’s smart glasses, made in partnership with Ray-Ban, are basically indistinguishable from the iconic Wayfarers Tom Cruise made famous in Risky Business. Meta also recently showed off its fashion-forward Orion augmented reality glasses prototype, while Snap unveiled its fifth-generation Spectacles, neither of which would look out of place in the trendiest district of a major city. In December, Google showed off its new unnamed Android XR prototype glasses, and rumors that Apple is still working on a long-anticipated glasses project continue to swirl. Elsewhere, Chinese tech giants Huawei, Alibaba, Xiaomi, and Baidu are also vying for a slice of the market.

Sleeker designs are certainly making this new generation of glasses more appealing. But more importantly, smart glasses are finally on the verge of becoming useful, and it’s clear that Big Tech is betting that augmented specs will be the next big consumer device category. Here’s what to expect from smart glasses in 2025 and beyond.

AI agents could finally make smart glasses truly useful

Although mixed-reality devices have been around for decades, they have largely benefited specialized fields, including the medical, construction, and technical remote-assistance industries, where they are likely to continue being used, possibly in more specialized ways. Microsoft is the creator of the best-known of these devices, which layer virtual content over the wearer’s real-world environment, and marketed its HoloLens 2 smart goggles to corporations. The company recently confirmed it was ending production of that device. Instead, it is choosing to focus on building headsets for the US military in partnership with Oculus founder Palmer Luckey’s latest venture, Anduril.

Now the general public may finally be getting access to devices they can use. The AI world is abuzz over agents, which augment large language models (LLMs) with the ability to carry out tasks by themselves. The past 12 months have seen huge leaps in AI multimodal LLMs’ abilities to handle video, images, and audio in addition to text, which opens up new applications for smart glasses that would not have been possible previously, says Louis Rosenberg, an AR researcher who worked on the first functional augmented-reality system at Stanford University in the 1990s.

We already know Meta is definitely interested in AI agents. Although the company said in September that it has no plans to sell its Orion prototype glasses to the public, given their expense, Mark Zuckerberg raised expectations for its next generations of Meta’s smart glasses when he declared Orion the “most advanced pair of AR glasses ever made.” He’s also made it clear how deeply invested Meta is in bringing a “highly intelligent and personalized AI assistant” to as many users as possible and that he’s confident Meta’s glasses are the “perfect form factor for AI.”

Although Meta is already making its Ray-Ban smart glasses’ AI more conversational—its new live AI feature responds to prompts about what its wearer is seeing and hearing via its camera and microphone—future agents will give these systems not only eyes and ears, but a contextual awareness of what’s around them, Rosenberg says. For example, agents running on smart glasses could hold unprompted interactive conversations with their wearers based on their environment, reminding them to buy orange juice when they walk past a store, for example, or telling them the name of a coworker who passes them on the sidewalk. We already know Google is deeply interested in this agent-first approach: The unnamed smart glasses it first showed off at Google I/O in May 2024 were powered by its Astra AI agent system.

“Having worked on mixed reality for over 30 years, it’s the first time I can see an application that will really drive mass adoption,” Rosenberg says.

Meta and Google will likely tussle to be the sector’s top dog

It’s unclear how far we are from that level of mass adoption. During a recent Meta earnings call, Zuckerberg said 2025 would be a “defining year” for understanding the future of AI glasses and whether they explode in popularity or represent “a longer grind.”

He has reason to be optimistic, though: Meta is currently ahead of its competition thanks to the success of the Ray-Ban Meta smart glasses—the company sold more than 1 million units last year. It also is preparing to roll out new styles thanks to a partnership with Oakley, which, like Ray-Ban, is under the EssilorLuxottica umbrella of brands. And while its current second-generation specs can’t show its wearer digital data and notifications, a third version complete with a small display is due for release this year, according to the Financial Times. The company is also reportedly working on a lighter, more advanced version of its Orion AR glasses, dubbed Artemis, that could go on sale as early as 2027, Bloomberg reports.

Adding display capabilities will put the Ray-Ban Meta glasses on equal footing with Google’s unnamed Android XR glasses project, which sports an in-lens display (the company has not yet announced a definite release date). The prototype the company demoed to journalists in September featured a version of its AI chatbot Gemini, and much they way Google built its Android OS to run on smartphones made by third parties, its Android XR software will eventually run on smart glasses made by other companies as well as its own.

These two major players are competing to bring face-mounted AI to the masses in a race that’s bound to intensify, adds Rosenberg—especially given that both Zuckerberg and Google cofounder Sergey Brin have called smart glasses the “perfect” hardware for AI. “Google and Meta are really the big tech companies that are furthest ahead in the AI space on their own. They’re very well positioned,” he says. “This is not just augmenting your world, it’s augmenting your brain.”

It’s getting easier to make smart glasses—but it’s still hard to get them right

When the AR gaming company Niantic’s Michael Miller walked around CES, the gigantic consumer electronics exhibition that takes over Las Vegas each January, he says he was struck by the number of smaller companies developing their own glasses and systems to run on them, including Chinese brands DreamSmart, Thunderbird, and Rokid. While it’s still not a cheap endeavor—a business would probably need a couple of million dollars in investment to get a prototype off the ground, he says—it demonstrates that the future of the sector won’t depend on Big Tech alone.

“On a hardware and software level, the barrier to entry has become very low,” says Miller, the augmented reality hardware lead at Niantic, which has partnered with Meta, Snap, and Magic Leap, among others. “But turning it into a viable consumer product is still tough. Meta caught the biggest fish in this world, and so they benefit from the Ray-Ban brand. It’s hard to sell glasses when you’re an unknown brand.”

That’s why it’s likely ambitious smart glasses makers in countries like Japan and China will increasingly partner with eyewear companies known locally for creating desirable frames, generating momentum in their home markets before expanding elsewhere, he suggests.

More developers will start building for these devices

These smaller players will also have an important role in creating new experiences for wearers of smart glasses. A big part of smart glasses’ usefulness hinges on their ability to send and receive information from a wearer’s smartphone—and third-party developers’ interest in building apps that run on them. The more the public can do with their glasses, the more likely they are to buy them.

Developers are still waiting for Meta to release a software development kit (SDK) that would let them build new experiences for the Ray-Ban Meta glasses. While bigger brands are understandably wary about giving third parties access to smart glasses’ discreet cameras, it does limit the opportunities researchers and creatives have to push the envelope, says Paul Tennent, an associate professor in the Mixed Reality Laboratory at the University of Nottingham in the UK. “But historically, Google has been a little less afraid of this,” he adds.

Elsewhere, Snap and smaller brands like Brilliant Labs, whose Frame glasses run multimodal AI models including Perplexity, ChatGPT, and Whisper, and Vuzix, which recently launched its AugmentOS universal operating system for smart glasses, have happily opened up their SDKs, to the delight of developers, says Patrick Chwalek, a student at the MIT Media Lab who worked on smart glasses platform Project Captivate as part of his PhD research. “Vuzix is getting pretty popular at various universities and companies because people can start building experiences on top of them,” he adds. “Most of these are related to navigation and real-time translation—I think we’re going to be seeing a lot of iterations of that over the next few years.”

Stay Ahead

Explore More Insights

Stay ahead with more perspectives on cutting-edge power, infrastructure, energy, bitcoin and AI solutions. Explore these articles to uncover strategies and insights shaping the future of industries.

AI-Powered Policing: The Future of Traffic Safety in Kazakhstan

Traffic management is a growing challenge for cities worldwide, requiring a balance between enforcement, efficiency, and public trust. In Kazakhstan, the Qorgau system is redefining road safety through an innovative fusion of artificial intelligence (AI), computer vision, and mobile technology. Designed to assist traffic police in real-time violation detection and

Quantum networking advances on Earth and in space

“Currently, the U.S. government is not investing in such testbeds or demonstrations, ensuring it will be a follower and not a leader in the development of technical advances in the field,” said a report released last year by the Quantum Economic Development Consortium, a global association of more than 250

What is Transport Layer Security? How TLS1.3 protects your data

The TLS handshake is a multi-step process. A basic TLS handshake involves the client and server sending “hello” messages, and the exchange of keys, cipher message and a finish message. The multi-step process is what makes TLS flexible enough to use in different applications because the format and order of

Who wins in networking in 2025 and beyond?

In this third team, we also find vendors most interested and active in the IoT opportunity, two of which are usually not considered enterprise vendors at all: Ericsson and Nokia. Both these companies are actively pursuing new IoT strategies, and while they are surely hoping that broad public-sensor IoT will

Utilities await clarity on DOE loans as decisive court battle looms

In the waning days of the Biden administration, the U.S. Department of Energy’s Loan Programs Office announced nearly $23 billion in conditional loan commitments for eight utility generation, transmission and grid modernization initiatives spanning 12 states. Recipients of low-interest LPO loans “incur lower financing costs for their qualifying infrastructure projects than if they had used commercial capital markets [and] will pass along the savings to customers” while fulfilling LPO’s mandate to “make the clean energy transformation affordable and achievable for everyone,” DOE said on Jan. 16. But these conditional commitments find themselves in limbo amid the Trump administration’s Jan. 20 pause of “green new deal” spending and a much broader Jan. 27 freeze — now temporarily on hold as lawsuits pile up in federal court — on virtually all discretionary federal spending. So do dozens of other conditional and finalized LPO commitments, along with tens of billions more in funding from other federal programs authorized by Biden-era energy and infrastructure legislation. On Jan. 28, the Environmental Protection Agency notified awardees of its $7 billion, IRA-authorized Solar for All program that it was pausing grants until further notice, and several awardees were unable to access its online portal, E&E News reported Thursday. So far, utilities affected by the spending freeze and broader federal policy turmoil appear content to wait for more clarity. But the administration’s early actions have already caused deep concern across the U.S. clean energy sector, and experts interviewed by Utility Dive said the ordeal could raise questions about the federal government’s future as a reliable counterparty. “It’s important to look at these actions around preventing disbursements in the context of the broader set of actions the administration has taken in its first weeks,” such as its Jan. 20 halt to permitting activities for onshore and offshore wind projects

Solaris Expands Board

Solaris Energy Infrastructure Inc. has expanded its Board of Directors to ten members with the recent addition of Max Yzaguirre as an independent member. Solaris said that Yzaguirre’s career spans more than 35 years, encompassing leadership roles in domestic and international business, government, and law, with expertise across diverse sectors such as electricity, oil and gas, banking, real estate, telecommunications, and private equity. He served on the Boards of Directors of publicly listed and privately-held companies, as well as non-profit organizations, and currently serves on the Board of Directors of WaFD Bank, Altria Group, and Aris Water Solutions, the company said. He also served as Chairman of the Public Utility Commission of Texas from 2001 to 2002, a period marked by the state’s transition from a regulated to a competitive retail electricity market. During his time as PUC Chairman, Yzaguirre also sat on the Board of Directors of the Electric Reliability Council of Texas (ERCOT), Solaris noted. “We are pleased to welcome Max to our Board and look forward to the value he will bring Solaris”, Bill Zartler, Solaris Chairman and Chief Executive Officer, said. “His experience developing energy and power-related projects as well as his former roles as Chairman of the Texas Public Utility Commission and an ERCOT Board Member will provide unique insight to Solaris as we continue to grow and develop our Power Solutions business”. “Max is an accomplished executive with extensive leadership, strategic, operational, financial, and governance experience. The Board welcomes his appointment and believes his expertise and invaluable perspective will help Solaris continue to drive value for its shareholders”, Laurie H. Argo, Chairman of the Nominating and Governance Committee of Solaris’ Board, stated. To contact the author, email [email protected] WHAT DO YOU THINK? Generated by readers, the comments included herein do not reflect the views

ExxonMobil Contracts Baker Hughes for Stabroek Projects in Guyana

Baker Hughes Co. said it has bagged a “significant” award to supply production chemicals for the fifth and sixth hydrocarbon production projects in the Exxon Mobil Corp.-operated Stabroek block in Guyanese waters. The contract will serve two floating production, storage and offloading vessels (FPSOs) being built for the Uaru and Whiptail greenfield developments, approved by the Stabroek consortium 2023 and 2024 respectively. “The multi-year contract includes all topsides, subsea, water injection and utility chemicals for the Errea Wittu and Jaguar floating production storage and offloading vessels, which are currently under development, and are targeted to begin production in 2026 and 2027 respectively”, Baker Hughes said in a press release. Erea Wittu, for Uaru, is being constructed by MODEC Inc. SBM Offshore, which delivered the three FPSOs currently serving Stabroek, is building Jaguar for Whiptail. “Baker Hughes has extensive experience in Guyana and has established local supply chains to create a reliable and efficient source of chemicals to address the unique needs of these developments”, the Houston, Texas-based energy tech company added. Amerino Gatti, executive vice president for oilfield services and equipment at Baker Hughes, commented, “Our experience operating across the country’s energy supply chain and unmatched expertise in oilfield and industrial chemicals make Baker Hughes uniquely suited to support complex FPSO operations such as these”. Baker Hughes did not disclose the contract value. Uaru and Whiptail, each with an investment of $12.7 billion, will each have a production capacity of 250,000 barrels per day (bpd). The projects will raise production in Stabroek, Guyana’s only producing block, to 1.3 million bpd, according to the owners. Stabroek’s fifth and sixth developments – after Liza Phase 1, Liza Phase 2, Payara and Yellowtail – include up to 20 drill centers and 92 production and injection wells, according to ExxonMobil’s announcements of the projects’ final investment decisions. The fourth, Yellowtail, is

Atlas Energy Solutions Raises $254 Million from Public Offering

Atlas Energy Solutions Inc. has closed an underwritten public offering of 11.5 million common shares with about $254.1 million in net proceeds. The underwriters are allowed to buy up to 1.725 million additional common shares in 30 days. The offering has a price of $23 per share. Atlas executive chair Ben M Brigham increased his shareholding by buying about 200,000 shares in the offering, a regulatory filing showed. An earlier press release by Austin, Texas-based Atlas announcing the pricing of the offering listed Goldman Sachs & Co. LLC and Piper Sandler & Co. as lead book-running managers. Barclays Capital Inc., BofA Securities Inc. and Johnson Rice & Company LLC were named as book-running managers. Listed as co-managers were Capital One Securities Inc., Drexel Hamilton LLC, PEP Advisory LLC, Perella Weinberg Partners LP, Raymond James & Associates Inc., Stephens Inc. and The Benchmark Company LLC. Atlas intends to use the proceeds to pay down indebtedness and help fund the cash portion of its acquisition of Moser Engine Service Inc. On January 27 Atlas announced a deal to purchase 100 percent of Casper, Wyoming-based Moser’s outstanding capital stock for $220 million. “The combination of Atlas’s completion platform and Moser’s distributed power platform creates an innovative, diversified energy solutions provider with a leading portfolio of proppant, logistics (including the Dune Express) and distributed power solutions”, a joint statement said. Moser’s “dynamic fleet of natural gas-powered assets (~212MWs) expands Atlas’s current operations into production and distributed power end markets supported by strong macro tailwinds expected to reduce through-cycle volatility associated with completions operations”, the companies added. The merger “increases Atlas’s customer reach with a vital power service offering in Atlas’s core geography, the Permian Basin, while providing geographic diversity with operating locations in key oil and gas basins across the central United States”, the statement said. Atlas expects to

Rigzone President Talks Hiring Trends in Michael Berry Interview

In a radio interview with Michael Berry on The Michael Berry Show, which aired recently, Rigzone President Chad Norville highlighted some of the latest U.S. oil and gas hiring trends. “What we’re hearing from the medium to larger sized firms is that they’re expecting a relatively flat 2025 relative to 2024 … there’s a lot of optimism in the marketplace, but there are headwinds,” Norville told Berry in the interview. “The discussions we’re having … [are] kind of a ‘wait and see’ approach but … cautiously optimistic. That’s what we’re hearing from the larger producers,” he added. “[From] the medium and smallers, we’re hearing more optimism … more near-term optimism, on hiring, fast-tracking projects … getting permits, doing different things of that nature,” he continued. Looking at the type of positions hiring now, Norville, who highlighted in the interview that Rigzone conducts job fairs “in all the key [U.S.] oil and gas markets” said, “what we’re seeing is a lot of tech roles, field operations types [of] roles”. “Those are the things that I’ve been seeing and I’m still seeing with the job fairs that we’re putting together now, and who we’re talking to,” he added. “You can go on Rigzone and find a petroleum engineer, a mechanical, electrical engineer, geophysical roles, those are always there, but we see large changes as the cycles change,” Norville continued. “We saw things during the pandemic, for instance, it went to a lot of white-collar office roles. Now we’re seeing a lot of tech roles. So, field service technicians, I&E technicians, that’s instrumentation and electrical, mechanics. Those are the types of roles right now we’re seeing,” he noted. “A lot of instrumentation, a lot of electrical, a lot of valve technicians. Those types of field roles are the things that we’re really seeing

Canada’s Scovan Acquires Carbon Capture Assets of Delta CleanTech

Canada’s Scovan Group Inc. is delving into the carbon capture business with the acquisition of the carbon capture and solvent reclamation assets and employees of Delta CleanTech Inc. Scovan Group is the parent company of Scovan Inc., a private Western Canadian engineering, procurement, fabrication and construction management (EPFC) company. “This strategic acquisition represents a significant step forward in Scovan’s commitment to driving innovation and delivering sustainable engineering solutions,” the company said in a news release. The acquisition will result in a new entity that will partner with Scovan while operating as a separate organization. The entity, focused on carbon capture, will maintain continuity with key technical personnel, including Delta CleanTech’s Jeff Allison who will assume the position of VP for Operations. Scovan’s Kelly Mantei will become the organization’s COO, the company stated. According to a statement from Delta CleanTech, Scovan will acquire certain assets related to Delta’s liquids, purification, carbon capture, and OExperts divisions for an aggregate purchase price of up to an aggregate purchase price of $0.73 million (CAD 1.05 million) with project royalties payable of up to $10.69 million (CAD 15.3 million) over a maximum seven-year term. “This deal signifies a new chapter for carbon capture advancement in Western Canada. Delta CleanTech’s products and team are the perfect partner to Scovan’s EPFC services,” Mantei said. “This partnership enables us to leverage complementary strengths, innovate together, and provide unparalleled value to our clients”. “Having the opportunity to continue Delta’s legacy of carbon capture excellence in partnership with Scovan is truly exciting,” Allison said in the release. “This allows us to build on our expertise, scale up our impact, and support clients in achieving their sustainability goals”. “The strategic merger of Delta’s CO2 [carbon dioxide] emissions reduction and related purification division with Scovan, will provide the engineering and fabrication capabilities

Linux containers in 2025 and beyond

The upcoming years will also bring about an increase in the use of standard container practices, such as the Open Container Initiative (OCI) standard, container registries, signing, testing, and GitOps workflows used for application development to build Linux systems. We’re also likely see a significant rise in the use of bootable containers, which are self-contained images that can boot directly into an operating system or application environment. Cloud platforms are often the primary platform for AI experimentation and container development because of their scalability and flexibility along the integration of both AI and ML services. They’re giving birth to many significant changes in the way we process data. With data centers worldwide, cloud platforms also ensure low-latency access and regional compliance for AI applications. As we move ahead, development teams will be able to collaborate more easily through shared development environments and efficient data storage.

Let’s Go Build Some Data Centers: PowerHouse Drives Hyperscale and AI Infrastructure Across North America

PowerHouse Data Centers, a leading developer and builder of next-generation hyperscale data centers and a division of American Real Estate Partners (AREP), is making significant strides in expanding its footprint across North America, initiating several key projects and partnerships as 2025 begins. The new developments underscore the company’s commitment to advancing digital infrastructure to meet the growing demands of hyperscale and AI-driven applications. Let’s take a closer look at some of PowerHouse Data Centers’ most recent announcements. Quantum Connect: Bridging the AI Infrastructure Gap in Ashburn On January 17, PowerHouse Data Centers announced a collaboration with Quantum Connect to develop Ashburn’s first fiber hub specifically designed for AI and high-density workloads. This facility is set to provide 20 MW of critical power, with initial availability slated for late 2026. Strategically located in Northern Virginia’s Data Center Alley, Quantum Connect aims to offer scalable, high-density colocation solutions, featuring rack densities of up to 30kW to support modern workloads such as AI inference, edge caching, and regional compute integration. Quantum Connect said it currently has 1-3 MW private suites available for businesses seeking high-performance infrastructure that bridges the gap between retail colocation and hyperscale facilities. “Quantum Connect redefines what Ashburn’s data center market can deliver for businesses caught in the middle—those too large for retail colocation yet underserved by hyperscale environments,” said Matt Monaco, Senior Vice President at PowerHouse Data Centers. “We’re providing high-performance solutions for tenants with demanding needs but without hyperscale budgets.” Anchored by 130 miles of private conduit and 2,500 fiber pathways, Quantum Connect’s infrastructure offers tenants direct, short-hop connections to adjacent facilities and carrier networks. With 14 campus entrances and secure, concrete-encased duct banks, the partners said the new facility minimizes downtime risks and reduces operational costs by eliminating the need for new optics or extended fiber runs.

Blue Owl Swoops In As Major Backer of New, High-Profile, Sustainable U.S. Data Center Construction

With the global demand for data centers continuing to surge ahead, fueled by the proliferation of artificial intelligence (AI), cloud computing, and digital services, it is unsurprising that we are seeing aggressive investment strategies, beyond those of the existing hyperscalers. One of the dynamic players in this market is Blue Owl Capital, a leading asset management firm that has made significant strides in the data center sector. Back in October 2024 we reported on its acquisition of IPI Partners, a digital infrastructure fund manager, for approximately $1 billion. This acquisition added over $11 billion to the assets Blue Owl manages and focused specifically on digital infrastructure initiatives. This acquisition was completed as of January 5, 2025 and IPI’s Managing Partner, Matt A’Hearn has been appointed Head of Blue Owl’s digital infrastructure strategy. A Key Player In Digital Infrastructure and Data Centers With multi-billion-dollar joint ventures and financing initiatives, Blue Owl is positioning itself as a key player in the digital infrastructure space. The company investments in data centers, the implications of its strategic moves, and the broader impact on the AI and digital economy highlights the importance of investment in the data center to the economy overall. With the rapid growth of the data center industry, it is unsurprising that aggressive investment fund management is seeing it as an opportunity. Analysts continue to emphasize that the global data center market is expected to grow at a compound annual growth rate (CAGR) of 10.2% from 2023 to 2030, reaching $517.17 billion by the end of the decade. In this rapidly evolving landscape, Blue Owl Capital has emerged as a significant contributor. The firm’s investments in data centers are not just about capitalizing on current trends but also about shaping the future of digital infrastructure. Spreading the Wealth In August 2024, Blue Owl

Global Data Center Operator Telehouse Launches Liquid Cooling Lab in the UK to Meet Ongoing AI and HPC Demand

@import url(‘/fonts/fira_sans.css’); a { color: #0074c7; } .ebm-page__main h1, .ebm-page__main h2, .ebm-page__main h3, .ebm-page__main h4, .ebm-page__main h5, .ebm-page__main h6 { font-family: “Fira Sans”, Arial, sans-serif; } body { letter-spacing: 0.025em; font-family: “Fira Sans”, Arial, sans-serif; } button, .ebm-button-wrapper { font-family: “Fira Sans”, Arial, sans-serif; } .label-style { text-transform: uppercase; color: var(–color-grey); font-weight: 600; font-size: 0.75rem; } .caption-style { font-size: 0.75rem; opacity: .6; } #onetrust-pc-sdk [id*=btn-handler], #onetrust-pc-sdk [class*=btn-handler] { background-color: #005ea0 !important; border-color: #005ea0 !important; } #onetrust-policy a, #onetrust-pc-sdk a, #ot-pc-content a { color: #005ea0 !important; } #onetrust-consent-sdk #onetrust-pc-sdk .ot-active-menu { border-color: #005ea0 !important; } #onetrust-consent-sdk #onetrust-accept-btn-handler, #onetrust-banner-sdk #onetrust-reject-all-handler, #onetrust-consent-sdk #onetrust-pc-btn-handler.cookie-setting-link { background-color: #005ea0 !important; border-color: #005ea0 !important; } #onetrust-consent-sdk .onetrust-pc-btn-handler { color: #005ea0 !important; border-color: #005ea0 !important; background-color: undefined !important; } Starting in early 2025, Telehouse International Corporation of Europe will offer an advanced liquid cooling lab at their newest data center, Telehouse South at the London Docklands campus in Blackwall Yard. Telehouse has partnered with four leading liquid-cooling technology vendors — Accelsius, JetCool, Legrand, and EkkoSense — to allow customers to explore different cooling technologies and management tools while evaluating suitability for their use in the customer applications. Dr. Stu Redshaw, Chief Technology and Innovation Officer at EkkoSense, said about the project: Given that it’s not possible to run completely liquid-cooled data centers, the reality for most data center operators is that liquid cooling and air cooling will have an important role to play in the cooling mix – most likely as part of an evolving hybrid cooling approach. However, key engineering questions need answering before simply deploying liquid cooling – including establishing the exact blend of air and liquid cooling technologies you’ll need. And also recognizing the complexity of managing the operation of a hybrid air cooling and liquid cooling approach within the same room. This increases the

Flexential Partners with Lonestar to Support First Lunar Data Center

Flexential, a leading provider of secure and flexible data center solutions, this month announced that it has joined forces with Lonestar Data Holdings Inc. to support the upcoming launch of Freedom, Lonestar’s second lunar data center. Scheduled to launch aboard a SpaceX Falcon 9 rocket via Intuitive Machines, this mission is a critical step toward establishing a permanent data center on the Moon. Ground-Based Support for Lunar Data Storage Flexential’s Tampa data center will serve as the mission control platform for Lonestar’s lunar operations, providing colocation, interconnection, and professional services. The facility was chosen for its proximity to Florida’s Space Coast launch operations and its ability to deliver low-latency connectivity for critical functions. Flexential operates two data centers in Tampa and four in Florida as part of its FlexAnywhere® Platform, comprising more than 40 facilities across the U.S. “Flexential’s partnership with Lonestar represents our commitment to advancing data center capabilities beyond conventional boundaries,” said Jason Carolan, Chief Innovation Officer at Flexential. “By supporting Lonestar’s space-based data center initiative, we are helping to create new possibilities for data storage and disaster recovery. This project demonstrates how innovative data center expertise can help organizations prepare for a resilient future with off-world storage solutions.” A New Era of Space-Based Resiliency The growing demand for data center capacity, with U.S. power consumption expected to double from 17 GW in 2022 to 35 GW by 2030 (according to McKinsey & Company), is driving interest in space-based solutions. Storing data off-planet reduces reliance on terrestrial resources while enhancing security against natural disasters, warfare, and cyber threats. The Freedom data center will provide resiliency, disaster recovery, and edge processing services for government and enterprise customers requiring the highest levels of data protection. The solar-powered data center leverages Solid-State Drives (SSDs) and a Field Programmable Gate Array (FPGA) edge

Why DeepSeek Is Great for AI and HPC and Maybe No Big Deal for Data Centers

In the rapid and ever-evolving landscape of artificial intelligence (AI) and high-performance computing (HPC), the emergence of DeepSeek’s R1 model has sent ripples across industries. DeepSeek has been the data center industry’s topic of the week, for sure. The Chinese AI app surged to the top of US app store leaderboards last weekend, sparking a global selloff in technology shares Monday morning. But while some analysts predict a transformative impact within the industry, a closer examination suggests that, for data centers at large, the furor over DeepSeek might ultimately be much ado about nothing. DeepSeek’s Breakthrough in AI and HPC DeepSeek, a Chinese AI startup, this month unveiled its R1 model, claiming performance on par with, or even surpassing, leading models like OpenAI’s ChatGPT-4 and Anthropic’s Claude-3.5-Sonnet. Remarkably, DeepSeek developed this model at a fraction of the cost typically associated with such advancements, utilizing a cluster of 256 server nodes equipped with 2,048 GPUs. This efficiency has been attributed to innovative techniques and optimized resource utilization. AI researchers have been abuzz about the performance of the DeepSeek chatbot that produces results similar to ChatGPT, but is based on open-source models and reportedly trained on older GPU chips. Some researchers are skeptical of claims about DeepSeek’s development costs and means, but its performance appears to challenge common assumptions about the computing cost of developing AI applications. This efficiency has been attributed to innovative techniques and optimized resource utilization. Market Reactions and Data Center Implications The announcement of DeepSeek’s R1 model led to significant market reactions, with notable declines in tech stocks, including a substantial drop in Nvidia’s valuation. This downturn was driven by concerns that more efficient AI models could reduce the demand for high-end hardware and, by extension, the expansive data centers that house them. For now, investors are re-assessing the

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.

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

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

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

Stay Ahead, Stay ONMINE