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Work advances on facility to support Celtic Sea floating offshore wind expansion

Work on a facility to support the expansion of floating offshore wind (FLOW) in the Celtic Sea is “well underway” at Falmouth Docks in Cornwall, according to a mid-March update from Cornwall Council. APCL Falmouth, the owner of Falmouth Docks, is building a FLOW marshalling facility with 320,000 sq feet (30,000 sq m) of laydown […]

Work on a facility to support the expansion of floating offshore wind (FLOW) in the Celtic Sea is “well underway” at Falmouth Docks in Cornwall, according to a mid-March update from Cornwall Council.

APCL Falmouth, the owner of Falmouth Docks, is building a FLOW marshalling facility with 320,000 sq feet (30,000 sq m) of laydown space between County and Duchy Wharfs to serve the growing FLOW market.

The £1m project is being partially funded by the Cornwall and Isles of Scilly Good Growth Programme, which is managed by Cornwall Council.

The programme is meeting around half of the cost, or £502,500, from the UK Shared Prosperity Fund.

In its update, Cornwall Council said around 100,000 sq feet (10,000 sq m) of unused sheds had now been demolished at the site and improvements to 210,000 sq feet (20,000 sq m) of quayside space, including resurfacing, were now underway.

“FLOW developers need sites at ports with substantial laydown space for marshalling components,” stated Drystan Jones, APCL Falmouth’s director of port development, who also serves as Falmouth Docks and Engineering Company’s director and general manager.

“These sites also need to be adjacent to large quaysides to allow access for jack-up and other construction vessels during installation operations. The space being created at Falmouth has been modelled and tested with FLOW developers (encompassing multiple device designs) to ensure it is fit for purpose.”

Celtic Sea

This comes as the UK government pursues a target of 4.5GW of FLOW capacity in the Celtic Sea by 2035, with a further 12GW by 2045. The relative immaturity of FLOW technology, however, means that meeting these targets may not be straightforward.

“Floating offshore wind is a newer technology than fixed foundation offshore wind, and although many of the parts are not unique, their combination in a floating platform in much more energetic conditions is,” Tom Edwards, principal modeller at energy consultancy Cornwall Insight, told Energy Voice.

“Therefore, there is a higher up-front capital, operational and financing cost for these assets, which mean, initially they will be more expensive on a per MWh basis than traditional offshore wind farms.”

There are options for connections for the initial 4.5GW of capacity in Alverdiscott and between Swansea and Pembroke, Edwards said.

“Connections is one of the major challenges for new build offshore wind,” he continued. “The second would be a commercial question on the government support available, CfD auctions primarily, the cost of connections (TNUoS and network charges reform) and questions around zonal market arrangements under REMA.”

Edwards added that this applied to all types of renewables and not just FLOW. According to him, continuity and clarity within this regulatory environment could help with the ongoing rollout of FLOW projects.

“Floating offshore wind already benefits from a special auction pot in the CfD, and confirmation of this continuing into future rounds would be helpful for the technology,” he said.

“Other major markets changes could also include clarity on zonal market arrangements under REMA and more stable and predictable TNUoS charges over long periods.”

FLOW supply chain

As the FLOW industry advances, the broader supply chain will need to advance with it. Construction of the Falmouth Docks FLOW marshalling facility demonstrates that efforts are underway to ensure this happens.

And indeed, this is not the only FLOW-related project being funded by the Good Growth Programme, Cornwall Council noted.

Other investments by the programme aimed at supporting the development of FLOW include investment in Penzance Dry Dock, support for floating dry dock technology business Tugdock, a feasibility study for a mooring and anchoring R&D centre in Cornwall in collaboration with the University of Plymouth and investment in the Cornwall FLOW Commission to lead sector development.

The commission formally began operations in November 2024. Its focus includes supply chain and skills capacity, Cornwall Council said.

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Cisco, Nvidia team to deliver secure AI factory infrastructure

Hypershield uses AI to dynamically refine security policies based on application identity and behavior. It automates policy creation, optimization, and enforcement across workloads. In addition, Hypershield promises to let organizations autonomously segment their networks when threats are a problem, gain exploit protection without having to patch or revamp firewalls, and

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ORLEN Commits More LNG for Ukraine

Naftogaz Group has secured an additional supply of about 100 million cubic meters (3.53 billion cubic feet) of natural gas from ORLEN SA. “The gas will be transported to Ukraine in April and will be used to create strategic gas reserves, which are crucial for Ukraine’s energy security and for ensuring the stable passage of the next heating season”, Ukrainian state-owned oil and gas company Naftogaz said in an online statement. The new contract raises committed gas deliveries for Ukraine under a recent liquefied natural gas (LNG) cooperation agreement between the companies to around 200 million cubic meters. For the second contract, Poland’s majority state-owned ORLEN has procured an LNG cargo from the United States and will regasify this for transfer on the Polish-Ukrainian border, ORLEN said separately. “Stable gas supplies remain our top priority”, Naftogaz acting chair Roman Chumak said. “Cooperation with ORLEN expands Ukraine’s LNG import capacity and enhances energy security. “We are diversifying supply sources to ensure a reliable and accessible gas supply, especially amid ongoing Russian attacks on our infrastructure”. On March 7, Naftogaz said its gas production infrastructure had been attacked “for the seventeenth time, causing damage to critical gas production sites”. “We are working to mitigate the aftermath of the strikes and assess the damage”, Chumak said then. “Naftogaz Group is taking all necessary steps to restore operations at the facilities damaged in the attack. We are doing, and will continue to do, everything possible to ensure the country’s gas supply despite ongoing threats”. ORLEN chief executive and president Ireneusz Fąfara said in comments about the new contract, “We continue to develop our trading expertise and leverage our experience in the U.S. market, enabling us to provide attractive commercial terms to our partners”. “At the same time, we are proud to contribute to Ukraine’s

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Vopak to Invest Additional $1B in Gas, Industrial Infrastructure

Royal Vopak said it has committed an additional $1.09 billion (EUR 1 billion) by 2030 to grow its gas and industrial footprint, “given the positive outlook and market demand for infrastructure”. Majority of the Rotterdam, Netherlands-based company’s investments have been in gas infrastructure, as well as growth markets like India and China. The additional investments will be underpinned by customer commitments, it said. The company’s total investments in gas and industrial infrastructure by 2030 are expected to be around $2.18 billion (EUR 2 billion), it noted. Vopak said it aims to invest in attractive and accretive growth projects in gas, industrial and energy transition infrastructure that support a portfolio operating cash return of above 13 percent. Further, the company said its ambition to invest $1.09 billion (EUR 1 billion) in energy transition infrastructure by 2030 remains unchanged. It plans to focus on infrastructure solutions for low-carbon fuels and sustainable feedstocks, ammonia as a hydrogen carrier, liquid carbon dioxide (CO2), and battery energy storage. Part of the company’s ambition to invest in energy transition infrastructure is to repurpose a portion of the existing oil capacity in the hub locations for low carbon fuels and feedstocks, it said. FID on Thailand Tank Infrastructure Project Meanwhile, Vopak said it has reached a positive final investment to construct 160,000 cubic-meter tank infrastructure in Map Ta Phut, Rayong, to support the import of U.S. ethane into Thailand. Vopak’s joint venture entity Thai Tank Terminal signed a 15-year contract with PTT Global Chemical Public Company Limited (GC) for the storage and handling of ethane in Thailand, it said in a separate news release. The tank infrastructure project is backed by a long-term contract and is expected to be completed in 2029, according to the release. Ethane will serve as a long-term feedstock supply for petrochemical crackers,

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Hydrasun awards contracts for BP Aberdeen Hydrogen Hub

Aberdeen-based Hydrasun has awarded three contracts for major equipment packages for the BP Aberdeen Hydrogen Hub in what has been hailed as a “significant milestone” for the flagship project. The firm, part of the D2Zero stable of decarbonisation and clean energy companies, has delivered the deals having won a bid to design and integrate a hydrogen refuelling station and associated infrastructure. Hydrasun has struck a deal with Norway’s Nel Hydrogen for a package that includes a 2.5MW electrolyser. Engineering firm Maximator will deliver a compression package with Sheffield-based Chesterfield Specialist Cylinders coming on board to supply the storage package. The scalable green hydrogen production, storage and distribution facility powered by renewable energy, is being delivered through a joint venture between energy giant BP and Aberdeen City Council. The joint venture achieved a financial investment decision in July 2024. Land at Hareness Road, at Altens Industrial Park in Aberdeen, has been earmarked for the hydrogen production facility. Hydrasun, a specialist hydrogen system integrator and refuelling solutions provider, said each of the equipment packages will play a “vital role” in ensuring the efficient production, storage, and distribution of hydrogen. © Supplied by HydrasunHydrasun chief executive Neil Thompson. Neil Thompson, CEO at Hydrasun said the hub project “highlights the industry’s capability to provide next-generation energy solutions and promising substantial growth opportunities for the region, through both supply chain enhancements and skills development”. He added: “The first tranche of contract awards marks a significant milestone for the project and supply chain.” Hydrasun employ over 500 worldwide with around 60 employees currently focused on the hydrogen market sector.

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Macquarie Strategists Forecast USA Crude Inventory Drop

In an oil and gas report sent to Rigzone late Monday by the Macquarie team, Macquarie strategists revealed that they are forecasting that U.S. crude inventories will be down by 1.2 million barrels for the week ending March 14. “For this week’s crude balance, from refineries, we model crude runs up modestly (+0.2 million barrels per day) following a strong print last week,” the strategists noted in the report. “Among net imports, we model a meaningful reduction, with exports sharply higher (+0.9 million barrels per day) and imports also up (+0.3 million barrels per day) on a nominal basis,” they added. The strategists stated in the report that timing of cargoes remains a source of potential volatility in this week’s crude balance. “From implied domestic supply (prod.+adj.+transfers), we look for a moderate increase (+0.3 million barrels per day) this week,” the strategists said in the report. “Rounding out the picture, we anticipate another small increase in SPR [Strategic Petroleum Reserve] stocks (+0.3 million barrels) this week,” they added. The Macquarie strategists went on to state in the report that, “among products”, they “look for draws in gasoline (-3.0 million barrels) and distillate (-0.6 million barrels), with a build in jet (+1.0 million barrels)”. “We model implied demand for these three products at ~14.6 million barrels per day for the week ending March 14,” the Macquarie strategists went on to state. In its latest weekly petroleum status report at the time of writing, which was released on March 12 and included data for the week ending March 7, the U.S. Energy Information Administration (EIA) highlighted that U.S. commercial crude oil inventories, excluding those in the SPR, increased by 1.4 million barrels from the week ending February 28 to the week ending March 7. The report showed that crude oil stocks, not

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Petroecuador Oil Sales to Shell in Limbo after Pipeline Spill

Ecuadorian state oil company Petroecuador said it might not be able to honor contractual commitments to export crude as it struggles to control a spill from a ruptured pipeline. The force majeure, declared on Saturday, is expected to reduce exports to Shell Plc, which had purchased at least 1.8 million barrels of heavy sour Oriente crude loading this month, according to internal documents seen by Bloomberg. London-based Shell didn’t immediately return a message seeking comment.  Ecuador has suffered from torrential rains and mudslides that ruptured the 360,000-barrel-a-day SOTE pipeline, the country’s second-largest oil conduit, in the province of Esmeraldas. While the pipeline was shut Thursday, an unknown volume of oil reached a river system and has flowed 65 kilometers (40 miles) to the Pacific Ocean, near oil-exporting terminals.  US imports of Ecuadorian crude slumped to a 22-year low last year amid falling domestic production and competition from Canadian oil delivered by the expanded Trans Mountain pipeline. Most Ecuadorian exports are bound to Asia. Petroecuador didn’t immediately reply to follow-up questions on details of the force majeure. The Quito-based company may be able to tap into supplies held in the Balao terminal’s storage tanks, which can hold 3.2 million barrels. What do you think? We’d love to hear from you, join the conversation on the Rigzone Energy Network. The Rigzone Energy Network is a new social experience created for you and all energy professionals to Speak Up about our industry, share knowledge, connect with peers and industry insiders and engage in a professional community that will empower your career in energy. MORE FROM THIS AUTHOR Bloomberg

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Work advances on facility to support Celtic Sea floating offshore wind expansion

Work on a facility to support the expansion of floating offshore wind (FLOW) in the Celtic Sea is “well underway” at Falmouth Docks in Cornwall, according to a mid-March update from Cornwall Council. APCL Falmouth, the owner of Falmouth Docks, is building a FLOW marshalling facility with 320,000 sq feet (30,000 sq m) of laydown space between County and Duchy Wharfs to serve the growing FLOW market. The £1m project is being partially funded by the Cornwall and Isles of Scilly Good Growth Programme, which is managed by Cornwall Council. The programme is meeting around half of the cost, or £502,500, from the UK Shared Prosperity Fund. In its update, Cornwall Council said around 100,000 sq feet (10,000 sq m) of unused sheds had now been demolished at the site and improvements to 210,000 sq feet (20,000 sq m) of quayside space, including resurfacing, were now underway. “FLOW developers need sites at ports with substantial laydown space for marshalling components,” stated Drystan Jones, APCL Falmouth’s director of port development, who also serves as Falmouth Docks and Engineering Company’s director and general manager. “These sites also need to be adjacent to large quaysides to allow access for jack-up and other construction vessels during installation operations. The space being created at Falmouth has been modelled and tested with FLOW developers (encompassing multiple device designs) to ensure it is fit for purpose.” Celtic Sea This comes as the UK government pursues a target of 4.5GW of FLOW capacity in the Celtic Sea by 2035, with a further 12GW by 2045. The relative immaturity of FLOW technology, however, means that meeting these targets may not be straightforward. “Floating offshore wind is a newer technology than fixed foundation offshore wind, and although many of the parts are not unique, their combination in a floating platform

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HPE, Nvidia broaden AI infrastructure lineup

“Accelerated by 2 NVIDIA H100 NVL, [HPE Private Cloud AI Developer System] includes an integrated control node, end-to-end AI software that includes NVIDIA AI Enterprise and HPE AI Essentials, and 32TB of integrated storage providing everything a developer needs to prove and scale AI workloads,” Corrado wrote. In addition, HPE Private Cloud AI includes support for new Nvidia GPUs and blueprints that deliver proven and functioning AI workloads like data extraction with a single click, Corrado wrote. HPE data fabric software HPE has also extended support for its Data Fabric technology across the Private Cloud offering. The Data Fabric aims to create a unified and consistent data layer that spans across diverse locations, including on-premises data centers, public clouds, and edge environments to provide a single, logical view of data, regardless of where it resides, HPE said. “The new release of Data Fabric Software Fabric is the data backbone of the HPE Private Cloud AI data Lakehouse and provides an iceberg interface for PC-AI users to data hosed throughout their enterprise. This unified data layer allows data scientists to connect to external stores and query that data as iceberg compliant data without moving the data,” wrote HPE’s Ashwin Shetty in a blog post. “Apache Iceberg is the emerging format for AI and analytical workloads. With this new release Data Fabric becomes an Iceberg end point for AI engineering. This makes it simple for AI engineering data scientists to easily point to the data lakehouse data source and run a query directly against it. Data Fabric takes care of metadata management, secure access, joining files or objects across any source on-premises or in the cloud in the global namespace.” In addition, HPE Private Cloud AI now supports pre-validated Nvidia blueprints to help customers implement support for AI workloads.  AI infrastructure optimization  Aiming to help customers

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Schneider Electric Adds Data Center and Microgrid Testing Labs to Andover, MA Global R&D Center

Schneider Electric, a global leader in energy management and automation, has established its Global Innovation Hubs as key centers for technological advancement, collaboration, and sustainable development. These hub facilities serve as ecosystems where cutting-edge solutions in energy efficiency, industrial automation, and digital transformation are designed, tested, and deployed to address the world’s most pressing energy and sustainability challenges. Energy Management and Industrial Automation Focus Strategically located around the world, Schneider Electric’s Global Innovation Hubs are positioned to drive regional and global innovation in energy management and industrial automation. The hubs focus on developing smart, connected, and sustainable solutions across various sectors, including data centers, smart buildings, industrial automation, and renewable energy. Key aspects of the Schneider Global Innovation Hubs include: Collaboration and Co-Innovation: Partnering with startups, industry leaders, and research institutions to accelerate innovation. Fostering an open ecosystem where ideas can be rapidly developed and tested. Digital Transformation and Automation: Leveraging IoT, AI, and cloud technologies to enhance energy efficiency. Implementing digital twin technology for real-time monitoring and predictive maintenance. Sustainability and Energy Efficiency: Developing solutions that contribute to decarbonization and net-zero emissions. Creating energy-efficient systems for buildings, industries, and critical infrastructure. Customer-focused Innovation: Offering live demonstrations, simulation environments, and test labs for customers. Customizing solutions to meet specific industry challenges and regulatory requirements. Schneider’s Andover R&D Lab Highlights While there are 11 hubs worldwide to give the global customer base more convenient locations where they can evaluate Schneider product, the new lab facilities have also been added to one of the company’s five global R&D locations. The selected location is co-located with Schneider’s US research labs in Andover, Massachusetts. With the addition of these two new labs there are now 41 labs located in Andover. Over the last year, Schneider Electric has invested approximately $2.4 billion in R&D. The

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Executive Roundtable: Probing Data Center Power Infrastructure and Energy Resilience in 2025

Ryan Baumann, Rehlko: Industry leaders are taking bold steps to secure long-term energy availability by embracing innovative backup power solutions, forming strategic partnerships, and exploring alternative energy sources. To overcome the challenges ahead, collaboration is key—operators, utilities, OEMs, and technology providers must come together, share insights, and create customized solutions that keep energy both reliable and sustainable as the landscape evolves. One of the most significant strategies is the growing use of alternative energy sources like hydrogen, natural gas, and even nuclear to ensure a steady supply of power. These options provide a more flexible, reliable backup to grid power, especially in markets with fluctuating energy demands or limited infrastructure. Emergency generator systems, when equipped with proper emissions treatment, can also support the grid through peak shaving or interruptible rate programs with utilities. Hydrogen fuel cells, in particular, are becoming a game-changer for backup power. Offering zero-emission, scalable, and efficient solutions, hydrogen is helping data centers move toward their carbon-neutral goals while addressing energy reliability. When integrated into a microgrid, hydrogen fuel cells create a cohesive energy network that can isolate from the main grid during power outages, ensuring continuous energy security for critical infrastructure like data centers. Additionally, natural gas Central Utility Plants (CUPs) are emerging as a key bridging power source, helping large data centers in grid-constrained regions maintain operations until permanent utility power is available. Smart energy solutions, including customized paralleling systems, allow emergency assets to be grid-intertied, enabling utilities and communities to share power burdens during peak periods. By embracing these innovative solutions and fostering collaboration, the industry not only ensures reliable power for today’s data centers but also paves the way for a more sustainable and resilient energy future. Next:  Cooling Imperatives for Managing High-Density AI Workloads 

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From Billions to Trillions: Data Centers’ New Scale of Investment

With Apple’s announcement to spend $500 billion over the next four years briefly overshadowing the $500 billion joint venture announcement of the Stargate project with the federal government, you can almost be forgiven for losing track of the billions of dollars in data center and tech spending announced by other industry players. Apple’s Four-Year, $500 Billion Spend Resonates with Tech The company’s data center infrastructure will see some collateral improvement to support future AI efforts, as a percentage of the funding will be dedicated to enhancing their existing data center infrastructure, though as yet there has been no public discussion of new data center facilities. Apple has committed to spending over $500 billion in the U.S. during the next four years.  This investment aims to bolster various sectors, including AI infrastructure, data centers, and research and development (R&D) in silicon engineering. The initiative also encompasses expanding facilities and teams across multiple states, such as Texas, California, Arizona, Nevada, Iowa, Oregon, North Carolina, and Washington. The spend will be a combination of investments in new infrastructure components along with the expansion of existing facilities. What has been publicly discussed includes the following: New AI Server Manufacturing Facility in Houston, Texas A significant portion of this investment is allocated to constructing a 250,000-square-foot manufacturing facility in Houston, Texas. Scheduled to open in 2026, this facility will produce servers designed to power Apple Intelligence, the company’s AI system. These servers, previously manufactured abroad, will now be assembled domestically, enhancing energy efficiency and security for Apple’s data centers. The project is expected to create thousands of jobs in the region. Expansion of Data Center Capacity Apple plans to increase its data center capacity in several states, including North Carolina, Iowa, Oregon, Arizona, and Nevada. This expansion aims to support the growing demands of AI

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Why Geothermal Energy Could Be a Behind-the-Meter Game Changer for Data Center Power Demand

By colocating data centers with geothermal plants, operators could tap into a clean, baseload power source that aligns with their sustainability goals. Operators could reduce transmission losses and enhance energy efficiency. Meanwhile, the paper points out that one of the most promising aspects of geothermal energy is its scalability. The Rhodium Group estimates that the U.S. has the technical potential to generate up to 5,000 GW of geothermal power—far exceeding the current and projected needs of the data center industry. With the right investments and policy support, Rhodium contends that geothermal could become a cornerstone of the industry’s energy strategy. The researchers project that 55-64% of the anticipated growth in hyperscale data center capacity could be met with behind-the-meter geothermal power, representing 15-17 GW of new capacity. In 13 of the 15 largest data center markets, geothermal could meet 100% of projected demand growth using advanced cooling technologies. Even in less favorable markets, geothermal could still meet at least 15% of power needs. Challenges and Opportunities for Geothermal-Driven Data Center Siting Strategies The Rhodium Group report explores two potential siting strategies for data centers: one that follows historical patterns of clustering near population centers and fiber-optic networks, and another that prioritizes proximity to high-quality geothermal resources. In the latter scenario, geothermal energy could easily meet all projected data center load growth by the early 2030s. Geothermal heat pumps also offer an additional benefit by providing efficient cooling for data centers, further reducing their overall electric load. This dual application of geothermal energy—for both power generation and cooling—could significantly enhance the sustainability and resilience of data center operations. However, despite its potential, geothermal energy faces several challenges that must be addressed to achieve widespread adoption. High drilling costs and technical risks associated with EGS development have historically deterred investment. (The report

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Cerebras Unveils Six Data Centers to Meet Accelerating Demand for AI Inference at Scale

6 Key Adjacent Data Center Industry Developments in Light of Cerebras’s New AI Acceleration Data Center Expansion Cerebras Systems’ announcement of six new U.S. data center sites dedicated to AI acceleration has sent ripples across the data center and AI industries. As the demand for AI compute capacity continues to surge, this move underscores the growing importance of specialized infrastructure to support next-generation workloads.  Here are six important adjacent and competitive developments in the data center industry that are shaping the landscape in light of Cerebras’s expansion. 1. Hyperscalers Doubling Down on AI-Optimized Data CentersMajor cloud providers like Google, AWS, and Microsoft Azure are rapidly expanding their AI-optimized data center footprints. These hyperscalers are investing heavily in GPU- and TPU-rich facilities to support generative AI, large language models (LLMs), and machine learning workloads. Cerebras’s move highlights the competitive pressure on hyperscalers to deliver low-latency, high-performance AI infrastructure. 2. Specialized AI Hardware Ecosystems Gaining TractionCerebras’s Wafer-Scale Engine (WSE) technology is part of a broader trend toward specialized AI hardware. Competitors like NVIDIA (with its Grace Hopper Superchips and DGX systems) and AMD (with its Instinct MI300 series) are also pushing the envelope in AI acceleration. This arms race is driving demand for data centers designed to accommodate these unique architectures, including advanced cooling and power delivery systems. 3. Liquid Cooling Adoption AcceleratesThe power density of AI workloads is forcing data center operators to rethink cooling strategies. Cerebras’s systems, known for their high compute density, will likely require liquid cooling solutions. This aligns with industry-wide adoption of liquid cooling technologies by companies like Equinix, Digital Realty, and EdgeConneX to support AI and HPC workloads efficiently. 4. Regional Data Center Expansion for AI WorkloadsCerebras’s choice to establish six new U.S. sites reflects a growing trend toward regional data center expansion to meet AI

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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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