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Why Trump’s “golden dome” missile defense idea is another ripped straight from the movies

In 1940, a fresh-faced Ronald Reagan starred as US Secret Service agent Brass Bancroft in Murder in the Air, an action film centered on a fictional “superweapon” that could stop enemy aircraft midflight. A mock newspaper in the movie hails it as the “greatest peace argument ever invented.” The experimental weapon is “the exclusive property of Uncle Sam,” Reagan’s character declares. More than 40 years later, this cinematic vision—an American superweapon capable of neutralizing assaults and ushering in global peace—became a real-life centerpiece of Reagan’s presidency. Some have suggested that Reagan’s Strategic Defense Initiative (SDI), a quixotic plan for a space-based missile shield, may have been partly inspired by his silver-screen past; indeed, the concept was so fantastical it’s now better known by its Hollywood-referencing nickname, “Star Wars.” In January 2024, Donald Trump revived the space-shield dream at a primary campaign rally in Laconia, New Hampshire, using the Star Wars nickname that Reagan hated. It didn’t work in the 1980s, Trump said, because the technology wasn’t there. But times have changed.  Whether in Golden Age Hollywood or Trump’s impromptu dramatizations, the dream of a missile shield is animated by its sheer cinematic allure. “I’ve seen so many things. I’ve seen shots that you wouldn’t even believe,” Trump said. He acted out a scene of missile defense experts triangulating the path of an incoming weapon. “Ding, ding, ding, ding,” he said, as he mimed typing on a keyboard. “Missile launch? Psshing!!” He raised his hand to indicate the rising missile, then let it fall to signal the successful interception: “Boom.”  Trump has often expressed admiration for Israel’s Iron Dome, an air defense system that can intercept short-range rockets and artillery over the small nation and that is funded in part by the United States. At the rally, he pledged to “build an Iron Dome over our country, a state-of-the-art missile defense shield made in the USA … a lot of it right here in New Hampshire, actually.”  Within a week of his inauguration, President Trump began working toward this promise by issuing an executive order to develop “The Iron Dome for America,” which was rebranded the “Golden Dome” a month later. The eruption of a revived conflict between Israel and Iran in June—including Trump’s decision to strike Iran’s nuclear facilities—has only strengthened the case for an American version of the Iron Dome in the eyes of the administration. CHIP SOMODEVILLA/GETTY IMAGES The Golden Dome has often been compared to SDI for its futuristic sheen, its aggressive form of protection, and its reflection of the belief that an impenetrable shield is the cheat code to global peace. Both efforts demonstrate the performative power of spectacle in defense policy, especially when wielded by deft showmen like Reagan and Trump. Whether in Golden Age Hollywood or Trump’s impromptu dramatizations, the dream of a missile shield is animated by its sheer cinematic allure, often rendered in deceptively simple concept art depicting a society made immune to catastrophic strikes.  But in the complicated security landscape confronting the world today, is spectacle the same as safety? “Missile defense is an area where facts and fiction blend,” says Anette Stimmer, a lecturer in international relations at the University of St Andrews who has researched SDI. “A lot is up to interpretation by all the actors involved.” Trump’s view is simple: Space is as much a warfighting domain as land, air, and ocean, and therefore the US must assert its dominance there with advanced technologies. This position inspired the creation of the US Space Force in his first term, and Trump has now redoubled his efforts with the ongoing development of the Golden Dome.   General Michael Guetlein, who Trump has appointed to lead the Golden Dome project, argued that America’s foes, including China and Russia, have forced the nation’s hand by continually pushing limits in their own weapons programs. “While we have been focused on peace overseas, our adversaries have been quickly modernizing their nuclear forces, building out ballistic missiles capable of hosting multiple warheads; building out hypersonic missiles capable of attacking the United States within an hour and traveling at 6,000 miles an hour; building cruise missiles that can navigate around our radar and our defenses; and building submarines that can sneak up on our shores; and, worse yet, building space weapons,” Guetlein said in May. “It is time that we change that equation and start doubling down on the protection of the homeland,” he said. “Golden Dome is a bold and aggressive approach to hurry up and protect the homeland from our adversaries. We owe it to our children and our children’s children to protect them and afford them a quality of life that we have all grown up enjoying.” With that vision in mind, Trump’s executive order outlines a host of goals for missile defense, some of which support bipartisan priorities like protecting supply chains and upgrading sensor arrays. The specific architecture of the Golden Dome is still being hammered out, but the initial executive order envisions a multi-tiered system of new sensors and interceptors—on the ground, in the air, and in space—that would work together to counter the threat of attacks from ballistic, hypersonic, and cruise missiles. The system would be coordinated in part by artificial-intelligence models trained for real-time threat detection and response.  The technology that links the Golden Dome directly to SDI hinges on one key bullet point in the order that demands the “development and deployment of proliferated space-based interceptors capable of boost-phase intercept.” This language revives Reagan’s dream of deploying hundreds of missile interceptors in orbit to target missiles in the boost phase right after liftoff, a window of just a few minutes when the projectiles are slower and still near the attacker’s territory. Space weapons are an attractive option for targeting the boost phase because interceptors need to be close enough to the launching missile to hit it. If a nation fired off long-range missiles from deep in its territory, the nearest ground- or air-based interceptors could be thousands of miles from the launch site. Space interceptors, in contrast, would be just a few hundred miles overhead of the ascending missiles, allowing for a much faster reaction time. But though the dream of boost-phase interception dates back decades, these maneuvers have never been operationally demonstrated from ground, air, or space. “It’s a really hard problem that hasn’t been solved,” says Laura Grego, senior scientist and research director at the Union of Concerned Scientists’ global security program. The US is currently protected by the Ground-Based Midcourse Defense (GMD), which consists of 44 interceptor missiles split between bases in Alaska and California, along with a network of early-­warning sensors on the ground, at sea, and in orbit. Tests suggest that the GMD would have about a 50% success rate at intercepting missiles. Initiated by President Bill Clinton in the late ’90s and accelerated by President George W. Bush in the 2000s, the GMD is intended mainly to defend against rogue states like North Korea, which has nuclear weapons and intercontinental ballistic missiles (ICBMs) capable of reaching the US. A secondary focus is Iran, which does not currently have a nuclear weapon or ICBMs. Still, the GMD is built to anticipate a possible future where it develops those capabilities.  The GMD is not designed to protect the US from the sort of large-scale and coordinated missile attacks that Russia and China could lob across the world. The Bush administration instead favored a focus on strategic deterrence with these peer nations, an approach that the Obama and Biden administrations continued. In addition to the GMD, the Pentagon and its international partners maintain regional defense systems to counter threats in conflict hot spots or attacks on critical infrastructure. All these networks are designed to intercept missiles during their midcourse cruise phase, as they hurtle through the sky or space, or during their terminal or reentry phase, as they approach their targets. The GMD has cost upward of $63 billion since it was initiated, and the US spends about an additional $20 billion to $30 billion annually on its array of other missile defense systems.  In May, Trump was presented with several design options for the Golden Dome and selected a plan with a price tag of $175 billion and a schedule for full deployment by the end of his term. The One Big Beautiful Bill, signed into law on July 4, approved an initial $24.4 billion in funding for it. Space technologies and launch access have become much more affordable since the 1980s, but many analysts still think the projected cost and timeline are not realistic. The Congressional Budget Office, a nonpartisan federal agency, projected that the cost of the space-based interceptors could total from $161 billion to $542 billion over the course of 20 years. The wide range can be explained by the current lack of specifics on those orbital interceptors’ design and number. Reintroducing the idea of space-based interceptors is “probably the most controversial piece of Golden Dome,” says Leonor Tomero, who served as deputy assistant secretary of defense for nuclear and missile defense policy in the Biden administration.  “There are a lot of improvements that we can and should make on missile defense,” she continues. “There’s a lot of capability gaps I think we do need to address. My concern is the focus on reviving Star Wars and SDI. It’s got very significant policy implications, strategic stability implications, in addition to cost implications and technology feasibility challenges.”  Indeed. Regardless of whether the Golden Dome materializes, the program is already raising geopolitical anxieties reminiscent of the Cold War era. Back then, the US had one main adversary: the Soviet Union. Now, it confronts a roiling multipolarity of established and nascent nuclear powers. Many of them have expressed dismay over the about-face on American missile defense strategy, which was previously predicated on arms reduction and deterrence. “Here we are, despite years of saying we are not going to do this—that it is technically out of reach, economically unsustainable, and strategically unwise,” Grego says. “Overnight, we’re like, ‘No, actually, we’re doing it.’”  The fact that we “blew up that logic” will “have a big impact on whether or not the program actually succeeds in creating the vision that it lays out,” she adds. Russian and Chinese officials called the Golden Dome “deeply destabilizing in nature” in a joint statement in May, and North Korea’s foreign ministry warned it could “turn outer space into a potential nuclear war field.”   Reagan, by all accounts, believed that SDI would be the ultimate tool of peace for all nations, and he even offered to share the technology with the Soviet leader, Mikhail Gorbachev. Trump, in contrast, sees Golden Dome as part of his “America First” brand. He has lamented that past American leaders supported the development of other missile defense projects abroad while neglecting to build similar security measures for their own country. The Golden Dome is both an expression of Trump’s belief that the world is leeching off America and a bargaining chip in negotiations toward a new power balance; Canada could be covered by the shield for free, he has said—in exchange for becoming the 51st state. Trump has argued that America has been both demographically diluted by unchecked immigration and financially depleted by freeloading allied nations—undermining its security on both internal and external fronts. His first term’s marquee promise to build a wall on the southern US border, paid for by Mexico, aimed to address the former problem. That administration did build more physical barriers along the border (though US taxpayers, not Mexico, footed the bill). But just as important, the wall emerged as a symbolic shorthand for tougher immigration control.  The Golden Dome is the second-term amplification of that promise, a wall that expands the concept of the “border” to the entire American airspace. Trump has projected an image of his envisioned space missile shield as a literal dome that could ward off coordinated attacks, including boost-phase interceptors from space and cruise- and terminal-phase interception by ground and air assets. When he announced the selected plan from the Resolute Desk in May, he sat in front of a mockup that depicted a barrage of incoming missiles being thwarted by the nationwide shield, depicted with a golden glow. The Golden Dome’s orbital interceptors are supposedly there to target the early boost phase of missiles on or near the launch site, not over the United States. But the image of a besieged America, repelling enemy fire from the heavens, provides the visual and cinematic idea of both threat and security that Trump hopes to impress on the public.   “This administration, and MAGA world, thinks about itself as being victimized by immigrants, government waste, leftist professors, and so on,” says Edward Tabor Linenthal, a historian who examined public narratives about SDI in his 1989 book Symbolic Defense: The Cultural Significance of the Strategic Defense Initiative. “It’s not much of a jump to be victimized by too many nations getting nuclear weapons.”  Even in our era of entrenched political polarization, there is support across party lines for upgrading and optimizing America’s missile defense systems. No long-range missile has ever struck US soil, but an attack would be disastrous for the nation and the world.  “We’ve come a long way in terms of missile defense,” says Tomero. “There has been a lot of bipartisan consensus on increasing regional missile defense, working with our allies, and making sure that the missile defense interceptors we have work.” Trump has challenged that consensus with his reversion to the dream of a space shield. He is correct that SDI failed to materialize in part because its envisioned technologies were out of reach, from a financial and engineering standpoint, in the 1980s. But the controversy that erupted around SDI—and that tarnished it with the derisive name “Star Wars”—stemmed just as much from its potential geopolitical disruptiveness as from its fantastical techno-optimism.  “This idea of a missile shield, also back when Reagan proposed it, has a huge popular appeal, because who wouldn’t want to be able to defend your country from nuclear weapons? It is a universal dream,” says Stimmer. “It requires a bit more digging in and understanding to see that actually, this vision depends a lot on technological feasibility and on how others perceive it.”  Reagan maintained a steadfast conviction that this shield of space-based interceptors would render nuclear weapons “impotent and obsolete,” ushering in “world peace,” as he said in his March 1983 speech announcing SDI. The doctrine of mutually assured destruction could be replaced by mutually assured survival, he argued. Amid nuclear tensions, J. Robert Oppenheimer compared the US and the Soviet Union to “two scorpions in a bottle.” Now there are many more scorpions. But Gorbachev saw the space-based shield as an offensive weapon, since it would give the US a first-strike advantage. The imbalance, he warned, could spark a weapons race in space, a domain that had been spared from overt military conflicts. As a result, the initiative would only destabilize the world order and interrupt the progress of arms control and nuclear de-proliferation efforts.  Reagan’s insistence on SDI as the only route to world peace may have blocked opportunities to advance that goal through more practical and cost-effective avenues, such as diplomacy and arms control. At the 1986 Reykjavik Summit, Reagan and Gorbachev came very close to an arms control agreement that might have eliminated all ballistic missiles and nuclear weapons. The sticking point was Reagan’s refusal to give up SDI.  “It is not the Strategic Defense Initiative; it’s a strategic defense ideology,” says Linenthal. He mentions the famous metaphor used by J. Robert Oppenheimer, a central figure of the Manhattan Project, who compared the United States and the Soviet Union to “two scorpions in a bottle.” Either scorpion could kill the other, but only at the probable cost of its own life.  Reagan felt a “tremendously powerful impetus” to escape Oppenheimer’s metaphor, Linenthal noted: “It was a new kind of deliverance that would resolve it all. Of course, now there are many more scorpions, so it has to be a bigger bottle.” A true believer, Reagan never abandoned SDI in spite of cost overruns and public backlash. President Bill Clinton redirected the program in 1993 by shifting gears from global to regional missile defense, a focus that remained fairly consistent for decades—until Trump took center stage. Now, the Golden Dome has flipped that logic on its head, risking a possible escalation of military tensions in outer space. Tomero describes a “nightmare scenario” in which adversaries attack the Golden Dome’s space infrastructure, leaving the orbital environment filled with debris that renders the defense system, among countless other space assets, inoperable.  “Having a one-sided capability that is very threatening to our adversaries is obviously going to create very dangerous stability issues,” she says. It could “lead to inadvertent escalation and miscalculation and, I think, lower the threshold to conflict and nuclear war.”  As president, Trump has channeled the boardroom antics that once resuscitated his celebrity status on The Apprentice. But armed adversaries, long wary of America’s position on missile defense, don’t have the luxury of wondering whether it’s all real or just more stagecraft.  “What makes Trump so difficult to read for others is his unpredictability,” Stimmer says. “This, just by itself, destabilizes things, because no one knows what he’ll actually do.” Trump has described the Golden Dome as nearly impenetrable by missile attacks, evoking a clear symbolic return to an American golden age where we can all feel safe again. “All of them will be knocked out of the air,” as “the success rate is very close to 100%,” he said at the project’s official launch in May. “We will truly be completing the job that President Reagan started 40 years ago, forever ending the missile threat to the American homeland.” Becky Ferreira is a science reporter based in upstate New York, and author of First Contact, a book about the search for alien life, which will be published in September. 

In 1940, a fresh-faced Ronald Reagan starred as US Secret Service agent Brass Bancroft in Murder in the Air, an action film centered on a fictional “superweapon” that could stop enemy aircraft midflight. A mock newspaper in the movie hails it as the “greatest peace argument ever invented.” The experimental weapon is “the exclusive property of Uncle Sam,” Reagan’s character declares.

More than 40 years later, this cinematic vision—an American superweapon capable of neutralizing assaults and ushering in global peace—became a real-life centerpiece of Reagan’s presidency. Some have suggested that Reagan’s Strategic Defense Initiative (SDI), a quixotic plan for a space-based missile shield, may have been partly inspired by his silver-screen past; indeed, the concept was so fantastical it’s now better known by its Hollywood-referencing nickname, “Star Wars.”

In January 2024, Donald Trump revived the space-shield dream at a primary campaign rally in Laconia, New Hampshire, using the Star Wars nickname that Reagan hated. It didn’t work in the 1980s, Trump said, because the technology wasn’t there. But times have changed. 

Whether in Golden Age Hollywood or Trump’s impromptu dramatizations, the dream of a missile shield is animated by its sheer cinematic allure.

“I’ve seen so many things. I’ve seen shots that you wouldn’t even believe,” Trump said. He acted out a scene of missile defense experts triangulating the path of an incoming weapon. “Ding, ding, ding, ding,” he said, as he mimed typing on a keyboard. “Missile launch? Psshing!!” He raised his hand to indicate the rising missile, then let it fall to signal the successful interception: “Boom.” 

Trump has often expressed admiration for Israel’s Iron Dome, an air defense system that can intercept short-range rockets and artillery over the small nation and that is funded in part by the United States. At the rally, he pledged to “build an Iron Dome over our country, a state-of-the-art missile defense shield made in the USA … a lot of it right here in New Hampshire, actually.” 

Within a week of his inauguration, President Trump began working toward this promise by issuing an executive order to develop “The Iron Dome for America,” which was rebranded the “Golden Dome” a month later. The eruption of a revived conflict between Israel and Iran in June—including Trump’s decision to strike Iran’s nuclear facilities—has only strengthened the case for an American version of the Iron Dome in the eyes of the administration.

Trump at the desk the Oval Office with a sign reading

CHIP SOMODEVILLA/GETTY IMAGES

The Golden Dome has often been compared to SDI for its futuristic sheen, its aggressive form of protection, and its reflection of the belief that an impenetrable shield is the cheat code to global peace. Both efforts demonstrate the performative power of spectacle in defense policy, especially when wielded by deft showmen like Reagan and Trump. Whether in Golden Age Hollywood or Trump’s impromptu dramatizations, the dream of a missile shield is animated by its sheer cinematic allure, often rendered in deceptively simple concept art depicting a society made immune to catastrophic strikes. 

But in the complicated security landscape confronting the world today, is spectacle the same as safety?

“Missile defense is an area where facts and fiction blend,” says Anette Stimmer, a lecturer in international relations at the University of St Andrews who has researched SDI. “A lot is up to interpretation by all the actors involved.”


Trump’s view is simple: Space is as much a warfighting domain as land, air, and ocean, and therefore the US must assert its dominance there with advanced technologies. This position inspired the creation of the US Space Force in his first term, and Trump has now redoubled his efforts with the ongoing development of the Golden Dome.  

General Michael Guetlein, who Trump has appointed to lead the Golden Dome project, argued that America’s foes, including China and Russia, have forced the nation’s hand by continually pushing limits in their own weapons programs. “While we have been focused on peace overseas, our adversaries have been quickly modernizing their nuclear forces, building out ballistic missiles capable of hosting multiple warheads; building out hypersonic missiles capable of attacking the United States within an hour and traveling at 6,000 miles an hour; building cruise missiles that can navigate around our radar and our defenses; and building submarines that can sneak up on our shores; and, worse yet, building space weapons,” Guetlein said in May.

“It is time that we change that equation and start doubling down on the protection of the homeland,” he said. “Golden Dome is a bold and aggressive approach to hurry up and protect the homeland from our adversaries. We owe it to our children and our children’s children to protect them and afford them a quality of life that we have all grown up enjoying.”

With that vision in mind, Trump’s executive order outlines a host of goals for missile defense, some of which support bipartisan priorities like protecting supply chains and upgrading sensor arrays. The specific architecture of the Golden Dome is still being hammered out, but the initial executive order envisions a multi-tiered system of new sensors and interceptors—on the ground, in the air, and in space—that would work together to counter the threat of attacks from ballistic, hypersonic, and cruise missiles. The system would be coordinated in part by artificial-intelligence models trained for real-time threat detection and response. 

The technology that links the Golden Dome directly to SDI hinges on one key bullet point in the order that demands the “development and deployment of proliferated space-based interceptors capable of boost-phase intercept.” This language revives Reagan’s dream of deploying hundreds of missile interceptors in orbit to target missiles in the boost phase right after liftoff, a window of just a few minutes when the projectiles are slower and still near the attacker’s territory.

Space weapons are an attractive option for targeting the boost phase because interceptors need to be close enough to the launching missile to hit it. If a nation fired off long-range missiles from deep in its territory, the nearest ground- or air-based interceptors could be thousands of miles from the launch site. Space interceptors, in contrast, would be just a few hundred miles overhead of the ascending missiles, allowing for a much faster reaction time. But though the dream of boost-phase interception dates back decades, these maneuvers have never been operationally demonstrated from ground, air, or space.

“It’s a really hard problem that hasn’t been solved,” says Laura Grego, senior scientist and research director at the Union of Concerned Scientists’ global security program.

The US is currently protected by the Ground-Based Midcourse Defense (GMD), which consists of 44 interceptor missiles split between bases in Alaska and California, along with a network of early-­warning sensors on the ground, at sea, and in orbit. Tests suggest that the GMD would have about a 50% success rate at intercepting missiles.

Initiated by President Bill Clinton in the late ’90s and accelerated by President George W. Bush in the 2000s, the GMD is intended mainly to defend against rogue states like North Korea, which has nuclear weapons and intercontinental ballistic missiles (ICBMs) capable of reaching the US. A secondary focus is Iran, which does not currently have a nuclear weapon or ICBMs. Still, the GMD is built to anticipate a possible future where it develops those capabilities. 

The GMD is not designed to protect the US from the sort of large-scale and coordinated missile attacks that Russia and China could lob across the world. The Bush administration instead favored a focus on strategic deterrence with these peer nations, an approach that the Obama and Biden administrations continued. In addition to the GMD, the Pentagon and its international partners maintain regional defense systems to counter threats in conflict hot spots or attacks on critical infrastructure. All these networks are designed to intercept missiles during their midcourse cruise phase, as they hurtle through the sky or space, or during their terminal or reentry phase, as they approach their targets. The GMD has cost upward of $63 billion since it was initiated, and the US spends about an additional $20 billion to $30 billion annually on its array of other missile defense systems. 

In May, Trump was presented with several design options for the Golden Dome and selected a plan with a price tag of $175 billion and a schedule for full deployment by the end of his term. The One Big Beautiful Bill, signed into law on July 4, approved an initial $24.4 billion in funding for it. Space technologies and launch access have become much more affordable since the 1980s, but many analysts still think the projected cost and timeline are not realistic. The Congressional Budget Office, a nonpartisan federal agency, projected that the cost of the space-based interceptors could total from $161 billion to $542 billion over the course of 20 years. The wide range can be explained by the current lack of specifics on those orbital interceptors’ design and number.

Reintroducing the idea of space-based interceptors is “probably the most controversial piece of Golden Dome,” says Leonor Tomero, who served as deputy assistant secretary of defense for nuclear and missile defense policy in the Biden administration. 

“There are a lot of improvements that we can and should make on missile defense,” she continues. “There’s a lot of capability gaps I think we do need to address. My concern is the focus on reviving Star Wars and SDI. It’s got very significant policy implications, strategic stability implications, in addition to cost implications and technology feasibility challenges.” 

Indeed. Regardless of whether the Golden Dome materializes, the program is already raising geopolitical anxieties reminiscent of the Cold War era. Back then, the US had one main adversary: the Soviet Union. Now, it confronts a roiling multipolarity of established and nascent nuclear powers. Many of them have expressed dismay over the about-face on American missile defense strategy, which was previously predicated on arms reduction and deterrence.

“Here we are, despite years of saying we are not going to do this—that it is technically out of reach, economically unsustainable, and strategically unwise,” Grego says. “Overnight, we’re like, ‘No, actually, we’re doing it.’” 

The fact that we “blew up that logic” will “have a big impact on whether or not the program actually succeeds in creating the vision that it lays out,” she adds.

Russian and Chinese officials called the Golden Dome “deeply destabilizing in nature” in a joint statement in May, and North Korea’s foreign ministry warned it could “turn outer space into a potential nuclear war field.”  

Reagan, by all accounts, believed that SDI would be the ultimate tool of peace for all nations, and he even offered to share the technology with the Soviet leader, Mikhail Gorbachev. Trump, in contrast, sees Golden Dome as part of his “America First” brand. He has lamented that past American leaders supported the development of other missile defense projects abroad while neglecting to build similar security measures for their own country. The Golden Dome is both an expression of Trump’s belief that the world is leeching off America and a bargaining chip in negotiations toward a new power balance; Canada could be covered by the shield for free, he has said—in exchange for becoming the 51st state.

Trump has argued that America has been both demographically diluted by unchecked immigration and financially depleted by freeloading allied nations—undermining its security on both internal and external fronts. His first term’s marquee promise to build a wall on the southern US border, paid for by Mexico, aimed to address the former problem. That administration did build more physical barriers along the border (though US taxpayers, not Mexico, footed the bill). But just as important, the wall emerged as a symbolic shorthand for tougher immigration control. 

The Golden Dome is the second-term amplification of that promise, a wall that expands the concept of the “border” to the entire American airspace. Trump has projected an image of his envisioned space missile shield as a literal dome that could ward off coordinated attacks, including boost-phase interceptors from space and cruise- and terminal-phase interception by ground and air assets. When he announced the selected plan from the Resolute Desk in May, he sat in front of a mockup that depicted a barrage of incoming missiles being thwarted by the nationwide shield, depicted with a golden glow.

The Golden Dome’s orbital interceptors are supposedly there to target the early boost phase of missiles on or near the launch site, not over the United States. But the image of a besieged America, repelling enemy fire from the heavens, provides the visual and cinematic idea of both threat and security that Trump hopes to impress on the public.  

“This administration, and MAGA world, thinks about itself as being victimized by immigrants, government waste, leftist professors, and so on,” says Edward Tabor Linenthal, a historian who examined public narratives about SDI in his 1989 book Symbolic Defense: The Cultural Significance of the Strategic Defense Initiative. “It’s not much of a jump to be victimized by too many nations getting nuclear weapons.” 


Even in our era of entrenched political polarization, there is support across party lines for upgrading and optimizing America’s missile defense systems. No long-range missile has ever struck US soil, but an attack would be disastrous for the nation and the world. 

“We’ve come a long way in terms of missile defense,” says Tomero. “There has been a lot of bipartisan consensus on increasing regional missile defense, working with our allies, and making sure that the missile defense interceptors we have work.”

outline of the United States inside a corked glass bottle with scorpions

Trump has challenged that consensus with his reversion to the dream of a space shield. He is correct that SDI failed to materialize in part because its envisioned technologies were out of reach, from a financial and engineering standpoint, in the 1980s. But the controversy that erupted around SDI—and that tarnished it with the derisive name “Star Wars”—stemmed just as much from its potential geopolitical disruptiveness as from its fantastical techno-optimism. 

“This idea of a missile shield, also back when Reagan proposed it, has a huge popular appeal, because who wouldn’t want to be able to defend your country from nuclear weapons? It is a universal dream,” says Stimmer. “It requires a bit more digging in and understanding to see that actually, this vision depends a lot on technological feasibility and on how others perceive it.” 

Reagan maintained a steadfast conviction that this shield of space-based interceptors would render nuclear weapons “impotent and obsolete,” ushering in “world peace,” as he said in his March 1983 speech announcing SDI. The doctrine of mutually assured destruction could be replaced by mutually assured survival, he argued.

Amid nuclear tensions, J. Robert Oppenheimer compared the US and the Soviet Union to “two scorpions in a bottle.” Now there are many more scorpions.

But Gorbachev saw the space-based shield as an offensive weapon, since it would give the US a first-strike advantage. The imbalance, he warned, could spark a weapons race in space, a domain that had been spared from overt military conflicts. As a result, the initiative would only destabilize the world order and interrupt the progress of arms control and nuclear de-proliferation efforts. 

Reagan’s insistence on SDI as the only route to world peace may have blocked opportunities to advance that goal through more practical and cost-effective avenues, such as diplomacy and arms control. At the 1986 Reykjavik Summit, Reagan and Gorbachev came very close to an arms control agreement that might have eliminated all ballistic missiles and nuclear weapons. The sticking point was Reagan’s refusal to give up SDI. 

“It is not the Strategic Defense Initiative; it’s a strategic defense ideology,” says Linenthal. He mentions the famous metaphor used by J. Robert Oppenheimer, a central figure of the Manhattan Project, who compared the United States and the Soviet Union to “two scorpions in a bottle.” Either scorpion could kill the other, but only at the probable cost of its own life. 

Reagan felt a “tremendously powerful impetus” to escape Oppenheimer’s metaphor, Linenthal noted: “It was a new kind of deliverance that would resolve it all. Of course, now there are many more scorpions, so it has to be a bigger bottle.”

A true believer, Reagan never abandoned SDI in spite of cost overruns and public backlash. President Bill Clinton redirected the program in 1993 by shifting gears from global to regional missile defense, a focus that remained fairly consistent for decades—until Trump took center stage. Now, the Golden Dome has flipped that logic on its head, risking a possible escalation of military tensions in outer space.

Tomero describes a “nightmare scenario” in which adversaries attack the Golden Dome’s space infrastructure, leaving the orbital environment filled with debris that renders the defense system, among countless other space assets, inoperable. 

“Having a one-sided capability that is very threatening to our adversaries is obviously going to create very dangerous stability issues,” she says. It could “lead to inadvertent escalation and miscalculation and, I think, lower the threshold to conflict and nuclear war.” 


As president, Trump has channeled the boardroom antics that once resuscitated his celebrity status on The Apprentice. But armed adversaries, long wary of America’s position on missile defense, don’t have the luxury of wondering whether it’s all real or just more stagecraft. 

“What makes Trump so difficult to read for others is his unpredictability,” Stimmer says. “This, just by itself, destabilizes things, because no one knows what he’ll actually do.”

Trump has described the Golden Dome as nearly impenetrable by missile attacks, evoking a clear symbolic return to an American golden age where we can all feel safe again.

“All of them will be knocked out of the air,” as “the success rate is very close to 100%,” he said at the project’s official launch in May. “We will truly be completing the job that President Reagan started 40 years ago, forever ending the missile threat to the American homeland.”

Becky Ferreira is a science reporter based in upstate New York, and author of First Contact, a book about the search for alien life, which will be published in September. 

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DEF CON research takes aim at ZTNA, calls it a bust

Major vendor vulnerabilities span authentication and design flaws The research exposed critical vulnerabilities across Check Point, Zscaler and Netskope that fell into three primary categories: authentication bypasses, credential storage failures and cross-tenant exploitation. Authentication bypass vulnerabilities Zscaler’s SAML implementation contained the most severe authentication flaw. The researchers discovered that the

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Trump meets with Intel CEO after calling for his resignation

The call for Tan’s resignation coincided with an Aug. 6 letter Sen. Tom Cotton (R-AK) sent to Intel Chairman Frank Yeary, in which he expressed concerns about “Intel’s operations and its potential impact on U.S. national security,” citing a report alleging Tan’s links to Chinese firms and the fact Cadence

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US to maintain lower tariff rates on China imports for 90 more days

The U.S. is extending its pause on additional retaliatory tariffs for imports from China until Nov. 10, according to an executive order signed by President Donald Trump on Monday. The order said the extension is appropriate following “significant steps” from China on addressing U.S. trade concerns in ongoing discussions between the

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Critical SSH vulnerabilities expose enterprise network infrastructure as patching lags

RegreSSHion (CVE-2024-6387) proved particularly dangerous, enabling unauthenticated remote code execution through a signal reentrance vulnerability in OpenSSH. The vulnerability affected countless Linux systems and network appliances running vulnerable OpenSSH versions, though exploitation proved challenging due to modern memory protections. The MOVEit vulnerability (CVE-2024-5806) demonstrated how third-party SSH libraries could introduce

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Enterprise Products to Acquire Midland Basin Gas Assets from Occidental

Enterprise Products Partners LP said some of its affiliates have executed agreements to acquire a natural gas gathering affiliate of Occidental in a debt-free transaction for $580 million in cash. Occidental’s affiliate owns certain natural gas gathering systems in the Midland Basin that include about 200 miles of natural gas gathering pipelines that support Occidental’s production activities, Enterprise said in a news release. The agreements include a long-term dedication of approximately 73,000 acres across four counties in the Midland Basin, according to the release. Closing of the acquisition is expected in the third quarter, subject to customary regulatory approvals. With access to more than 1,000 drillable locations, these systems will expand Enterprise’s natural gas gathering footprint in the Midland Basin and “provide long-term development visibility,” the partnership said. Enterprise said it also plans to build a new Athena natural gas processing plant with the capacity to process 300 million cubic feet per day of natural gas and extract up to 40,000 barrels per day (bpd) of natural gas liquids (NGLs). Athena is expected to begin service during the fourth quarter of 2026, at which time Enterprise’s Midland Basin assets will have the capability to process 2.2 billion cubic feet per day of natural gas and extract 310,000 bpd of NGLs. The investments in the Athena plant and expansions of Enterprise’s Midland Basin gathering system are included in the company’s estimate of growth capital expenditures of $4.0 billion to $4.5 billion for 2025 and $2.2 billion to $2.5 billion for 2026. “These agreements with Occidental are consistent with Enterprise’s focus on expanding our Midland Basin franchise through organic investments in our midstream network and through targeted acquisitions that bolt-on to our existing infrastructure,” A.J. Teague, co-CEO of Enterprise’s general partner, said. “To accommodate production growth in this area of the basin,

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Union Says 200+ Repsol Workers Back Enhanced Pay Offer

London, UK, headquartered union Unite announced, in a statement sent to Rigzone on Tuesday, that “over 200 Repsol Resources workers have backed an enhanced pay and conditions offer” and brought their offshore dispute with the company to an end.    “The pay deal successfully negotiated by Unite is worth 8.5 percent over two years,” Unite said in the statement. “In 2025/26, the pay increase amounts to 4.5 percent and in the following year due to changes in shift rotation allowances, workers will receive a further four percent,” it added. Unite noted in the statement that the Repsol workers “had previously rejected several unacceptable pay offers”. It revealed that planned industrial action on August 6 was suspended to allow members to vote on the improved offer. The scheduled strikes on August 13 and 28, and September 4, are now cancelled following the successful resolution of the dispute, Unite confirmed in the statement. The pay agreement covers workers such as control room operators, supervisors, electricians, technicians, mechanics and HSE advisors on Repsol’s Arbroath, AUK, Bleoholm, Claymore, Clyde, Fulmer, Montrose, and Piper Bravo platforms, Unite highlighted in the statement. “Unite has successfully negotiated a significant pay deal for our Repsol members,” Unite General Secretary Sharon Graham said in the statement. “Let’s be clear that this deal only came about due to our members standing firm and being prepared to take strike action to get a better deal,” Graham added. Unite Industrial Officer John Boland said in the statement, “we are pleased that industrial action has been averted at Repsol after the company improved its pay offer after our members emphatically backed strike action”. Rigzone has contacted Repsol and Neo Next Energy Limited for comment on Unite’s statement. At the time of writing, Repsol and Neo Next have not responded to Rigzone. In a

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XRG Extends Diligence Period for Planned Takeover of Santos

Santos Ltd. has granted a consortium led by Abu Dhabi National Oil Co. PJSC (ADNOC) more time to conduct due diligence for a potential acquisition of the Australian oil and gas company. The “process and exclusivity deed” signed June 27 between Santos and the consortium of sovereign investor Abu Dhabi Development Holding Co., Carlyle Group and ADNOC’s global investment arm XRG PJSC has now been extended to August 22, Santos said in a statement on its website. The parties announced a non-binding indicative proposal June 16, with Santos saying it intended to endorse to its shareholders the cash purchase offer of $5.76 per share. Announcing the extension of the due diligence review, Santos said, “The XRG consortium has now substantially completed due diligence in relation to the potential transaction under the process and exclusivity deed dated 27 June 2025. The XRG consortium has confirmed it has not discovered anything to date that would cause the XRG consortium to withdraw its indicative proposal and has confirmed its commitment to working constructively with Santos to complete the due diligence promptly and agree on a binding transaction”. “To complete due diligence and progress a binding transaction, the XRG consortium has requested a two-week extension to the Due Diligence and Exclusivity Period under the Process Deed”. The initial exclusivity period was to last six weeks from June 27. “The exclusivity provisions include customary ‘no shop’, ‘no talk’, ‘no due diligence’ and ‘notification’ obligations that apply during the exclusivity period”, Santos said June 27. “A fiduciary exception applies enabling the Santos board to deal with potentially superior proposals from competing acquirers from the date that is four weeks from today”. Confirming the extension, XRG said separately, “There remains strong alignment between both parties on the strategic rationale for the potential transaction, and the process to

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Fluor Plans to Appeal Ruling in Santos Row over Gladstone LNG Costs

Fluor Corp. plans to appeal against the Queensland Supreme Court’s decision favoring Santos Ltd. in a dispute on costs over the Gladstone LNG project, majority-owned by Santos. “The court affirmed that Fluor must pay approximately AUD 692 million to Santos and its co-venturers, with further sums yet to be determined”, oil and gas explorer and developer Santos said in a statement on its website. Adelaide-based Santos, which initiated the case in December 2016, and Irving, Texas-based Fluor had signed a contract for the construction of the coal bed methane-to-liquefied natural gas (LNG) project. Gladstone started producing LNG 2015 after going over time and over budget. Santos’ case alleges overpayments totaling more than AUD 1.4 billion, about AUD 140 million for a purported breach of the Australian Consumer Law and liquidated damages of AUD 15 million for an alleged failure of Fluor to reach mechanical completion by the contractual dates, according to the court judgment. “[T]he court will hear the parties on the appropriate orders and directions and on the calculation of interest, and on costs”, read the ruling, published on the court’s online library. The case is Santos v Fluor [2025] QSC 184. Fluor the parent company is second defendant while Fluor Australia Pty. Ltd. is first defendant. Fluor said in a statement on its website, “Further arguments and input from both parties will be heard by the court before a final judgment is delivered sometime later this year”. “Fluor maintains the contracting principles addressed by the court have wide-sweeping consequences in the engineering and construction industry”, Fluor added. “The company is reviewing the court decision and exploring its response including the timing of its appeal. “We are also working with our insurance carriers to address the obligations arising from the final judgment”. Fluor said, “The court generally accepted the recommendations

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Macquarie Strategists Forecast USA Crude Inventory Rise

In an oil and gas report sent to Rigzone by the Macquarie team late Monday, Macquarie strategists, including Walt Chancellor, revealed that they are forecasting that U.S. crude inventories will be up by 2.0 million barrels for the week ending August 8. “This follows a 3.0 million barrel draw in the prior week, with the crude balance realizing tighter than our expectations,” the strategists said in the report. “For this week’s crude balance, from refineries, we model a minimal reduction in crude runs. Among net imports, we model a small increase, with exports (+0.3 million barrels per day) and imports (+0.6 million barrels per day) up on a nominal basis,” they added. Timing of cargoes remains a source of potential volatility in this week’s crude balance, the Macquarie strategists warned in the report. They went on to state that, “from implied domestic supply (prod.+adj.+transfers)”, they “look for an increase (+0.3 million barrels per day) on a nominal basis this week”. “Rounding out the picture, we anticipate no change in SPR [Strategic Petroleum Reserve] stocks this week,” the strategists said. The strategists also noted in the report that, “among products”, they “look for builds in distillate (+3.8 million barrels) and jet (+0.5 million barrels), with a draw in gasoline (-0.9 million barrels)”. “We model implied demand for these three products at ~14.3 million barrels per day for the week ending August 8,” the strategists continued. In its latest weekly petroleum status report at the time of writing, which was released on August 6 and included data for the week ending August 1, the U.S. Energy Information Administration (EIA) highlighted that U.S. commercial crude oil inventories, excluding those in the SPR, decreased by three million barrels from the week ending July 25 to the week ending August 1. That EIA report showed

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ADNOC Gas Achieves Record Profit

ADNOC Gas PLC has reported $1.39 billion in net income for the second quarter, rising 16 percent compared to the same three-month period last year and setting a quarterly record for the company.  Last year, the gas processing and sales arm of Abu Dhabi National Oil Co. logged its highest annual net earnings – $5 billion – thanks to natural gas demand in the United Arab Emirates. For the April-June 2025 quarter, revenue dipped to $5.96 billion from $6.08 billion for Q2 2024 as a weakening of commodity prices offset an overall increase in sales volumes, according to figures reported to the local stock exchange. Domestic gas sales rose to 611 trillion British thermal units (TBtu) in Q2 2025 from 580 TBtu in Q2 2024. Export and traded liquids slid to 252 TBtu from 266 TBtu. Sales from the ALNG JV, in which ADNOC Gas owns a 70 percent stake, increased to 65 TBtu from 56 TBtu. ADNOC Gas expects sales volumes excluding sulfur to land between 3,630 TBtu and 3,700 TBtu this year. “As with prior years, sales volumes should follow a seasonal pattern with an uptick over the summer period”, it said. “Furthermore, it is also important to note that in 2025 our shutdown activity will be higher than normal especially in the Q4 2025 period”. Meanwhile the quarterly average Brent crude price fell 20 percent year-on-year to $68 a barrel from $85 per barrel. “Conversely, JKM prices saw a significant increase of 31 percent, rising from $9.6/mmbtu to $12.5/mmbtu”, ADNOC Gas told the Abu Dhabi Securities Exchange. “LPG prices were slightly up on average despite the drop in crude oil price, with propane increasing from $592/tonne to $608/tonne and butane marginally down from $590/tonne to $588/tonne. Naphtha prices averaged at $533/tonne in the period representing a 14 percent

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New Compute Exchange service answers GPU pricing queries

Compute Exchange and Silicon Data, Bochev added “are also working on developing clearer benchmarks for the compute market, and will have more details to share on that in the coming weeks.” PIC ‘should serve to keep suppliers honest ..’ Scott Bickley, an advisory fellow at Info-Tech Research Group, said he views the offering “as a way for enterprises to source short-term GPU capacity and possibly get a deal, especially if it is stranded capacity from the neocloud providers.” This, he said, “would also help to benchmark costs when purchasing this capacity in general, so it’s good, but it is also straightforward in terms of the value proposition.” He also noted that most companies are not buying GPU capacity directly; “This is for those that are building their own models or deploying their own AI applications atop existing models.” Bickley added, “it should serve to keep suppliers honest to some degree in terms of the floors and ceilings of the price to access GPU capacity.” Soon after Compute Exchange first launched in February, Matt Kimball, VP and principal analyst for data center compute and storage at Moor Insights & Strategy, described the GPU compute situation as “pretty dire. This is driven by what most view as a single supplier (Nvidia) selling GPUs before they can even be made to a market that has an insatiable thirst.” On Tuesday, following the announcement, he said that the concept of PIC is appealing: “I really like the idea of PIC as a tool for customers and seeing the compute exchange become an arbitrageur of sorts. This delivers a real value to [anyone] who is looking to utilize AI infrastructure,” he said.

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Data center sustainability efforts stall slightly in 2025

Data center operators reported limited advances—and even some declines—in energy efficiency, carbon tracking, and water usage due in part to rising power demand and easing regulatory pressure in some regions, according to the recently released results of the Uptime Institute’s 15th Annual Global Data Center Survey 2025. As artificial intelligence workloads continue to grow and legacy data centers remain operational, sustainability initiatives have stalled, according to the Uptime Institute, which attributes this in part to reporting challenges. Uptime Institute’s 2025 data center survey was conducted online from April 2025 to May 2025 and collected responses from more than 800 data center owners and operators and more than 1,000 vendors and consultants.  “What’s interesting this year is that we have seen a far from startling increase over the last few years of the data being collected, but this year it actually fell. And this obviously led to some speculation that there is a backing off of sustainability, and that it is no longer a high priority,” said Andy Lawrence, executive director of research at Uptime Institute, during a webinar sharing the survey results. “I think that the data center industry has not yet adapted to being very good at sustainability reporting.”

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Arista’s latest networking results: 4 critical takeaways

“We also think UALink is another spec that’s coming out, and that may run as an overlay on top of an Ethernet underlay. There needs to be some firm standards there because today, scale-up is frankly all proprietary NV Link. And we’re encouraged by—just like we worked hard to found the Ultra Ethernet Consortium as a member for some of the back-end Ethernet, and the migration from InfiniBand to Ethernet is literally happening in 3 to 5 years. We expect the same phenomenon on scale-up,” Ullal said. “The rise in Agentic AI ensures any-to-any conversations with bidirectional bandwidth utilization. Such AI agents are pushing the envelope of LAN and WAN traffic patterns in the enterprise,” Ullal said. Work to do on VeloCloud integration The recent acquisition of VeloCloud was also a hot topic of the second quarter results that included the introduction of former Cisco exec and industry veteran Todd Nightingale, as its newly appointed President & COO.  “It’s only been a month, but I can’t tell you how impressed I am with the passion and focus of the team, the trust that Arista customers have in the technology and the enormous opportunity we have ahead of us in data center, AI, and in the campus,” Nightingale said. “VeloCloud’s secure AI optimized WAN portfolio offers seamless application-aware solutions to connect customer branch sites, complementing Arista’s leading spines in the data center and campus,” Ullal said.  “In a classic leaf-spine atomic identifier, we are enabling multipathing, encryption, in-band network telemetry, segmentation, application identification, and traffic engineering across distributed enterprise sites. We are so excited to fill this missing void in our distributed enterprise puzzle to bring that holistic branch solution.” “We also intend to work closely with best-of-breed security partners to enable SASE overlays. Please do note that VeloCloud is not

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Enterprise tips for cloud success

The remaining tips were cited by roughly two-thirds of the enterprises. Tip number three is to look especially at applications whose users are widely dispersed. And by “widely” here, they mean on different continents, not just different neighborhoods. The reason is that quality of experience and even availability can be compromised when work has to transit a lot of networks just to get to where it’s processed. This can lead to user dissatisfaction, and dispersing resources closer to the users may be the only solution. If an enterprise doesn’t already have their own data center located close to each user concentration, chances are that putting a new hosting point in themselves couldn’t achieve reasonable economy of scale in capex, power and cooling, and operations costs. The cloud would be cheaper. A qualifying comment here is to take great care in evaluating the real impact of dispersion of application users. In some cases, there may not be enough of a difference in QoE or availability to require dispersing hosting points, and in fact it may be that where the application is hosted isn’t even the problem. “The cloud may look like the easy way out,” one enterprise said, “but it may not be the economical way.” See where your QoE issues really lie before you go to the cloud’s distributed hosting to fix them. Tip four is to examine the user-to-application interaction model carefully, to see if there’s a large non-transactional component. Mission-critical business systems, and business core databases, are almost always in the data center. The stuff that changes them are the transactions that add, update, and delete records. If an application’s user interaction is tightly coupled to the creation of transactions, then its processing is tied to those data center resources. That makes it harder to move the user-interface

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Stargate’s slow start reveals the real bottlenecks in scaling AI infrastructure

The CFO emphasized that SoftBank remains committed to its original target of $346 billion (JPY 500 billion) over 4 years for the Stargate project, noting that major sites have been selected in the US and preparations are taking place simultaneously across multiple fronts. Requests for comment to Stargate partners Nvidia, OpenAI, and Oracle remain unanswered. Infrastructure reality check for CIOs These challenges offer important lessons for enterprise IT leaders facing similar AI infrastructure decisions. Sanchit Vir Gogia, chief analyst and CEO at Greyhound Research, said that Goto’s confirmation of delays “reflects a challenge CIOs see repeatedly” in partner onboarding delays, service activation slips, and revised delivery commitments from cloud and datacenter providers. Oishi Mazumder, senior analyst at Everest Group, noted that “SoftBank’s Stargate delays show that AI infrastructure is not constrained by compute or capital, but by land, energy, and stakeholder alignment.” The analyst emphasized that CIOs must treat AI infrastructure “as a cross-functional transformation, not an IT upgrade, demanding long-term, ecosystem-wide planning.” “Scaling AI infrastructure depends less on the technical readiness of servers or GPUs and more on the orchestration of distributed stakeholders — utilities, regulators, construction partners, hardware suppliers, and service providers — each with their own cadence and constraints,” Gogia said.

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Incentivizing the Digital Future: Inside America’s Race to Attract Data Centers

Across the United States, states are rolling out a wave of new tax incentives aimed squarely at attracting data centers, one of the country’s fastest-growing industries. Once clustered in only a handful of industry-friendly regions, today’s data-center boom is rapidly spreading, pushed along by profound shifts in federal policy, surging demand for artificial intelligence, and the drive toward digital transformation across every sector of the economy. Nowhere is this transformation more visible than in the intensifying state-by-state competition to land massive infrastructure investments, advanced technology jobs, and the alluring prospect of long-term economic growth. The past year alone has seen a record number of states introducing or expanding incentives for data centers, from tax credits to expedited permitting, reflecting a new era of proactive, tech-focused economic development policy. Behind these moves, federal initiatives and funding packages underscore the essential role of digital infrastructure as a national priority, encouraging states to lower barriers for data center construction and operation. As states watch their neighbors reap direct investment and job creation benefits, a real “domino effect” emerges: one state’s success becomes another’s blueprint, heightening the pressure and urgency to compete. Yet, this wave of incentives also exposes deeper questions about the local impact, community costs, and the evolving relationship between public policy and the tech industry. From federal levels to town halls, there are notable shifts in both opportunities and challenges shaping the landscape of digital infrastructure advancement. Industry Drivers: the Federal Push and Growth of AI The past year has witnessed a profound federal policy shift aimed squarely at accelerating U.S. digital infrastructure, especially for data centers in direct response both to the explosive growth of artificial intelligence and to intensifying international competition. In July 2025, the administration unveiled “America’s AI Action Plan,” accompanied by multiple executive orders that collectively redefined

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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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