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Your most important customer may be AI

Imagine you run a meal prep company that teaches people how to make simple and delicious food. When someone asks ChatGPT for a recommendation for meal prep companies, yours is described as complicated and confusing. Why? Because the AI saw that in one of your ads there were chopped chives on the top of a bowl of food, and it determined that nobody is going to want to spend time chopping up chives. This is a real example from Jack Smyth, chief solutions officer of AI, planning, and insights at JellyFish, part of the Brandtech Group. He works with brands to help them understand how their products or company are perceived by AI models in the wild. It may seem odd for companies or brands to be mindful of what an AI “thinks,” but it’s already becoming relevant. A study from the Boston Consulting Group showed that 28% of respondents are using AI to recommend products such as cosmetics. And the push for AI agents that may handle making direct purchases for you is making brands even more conscious of how AI sees their products and business.  The end results may be a supercharged version of search engine optimization (SEO) where making sure that you’re positively perceived by a large language model might become one of the most important things a brand can do. Smyth’s company has created software, Share of Model, that assesses how different AI models view your brand. Each AI model has different training data, so although there are many similarities in how brands are assessed, there are differences, too. For example, Meta’s Llama model may perceive your brand as exciting and reliable, whereas OpenAI’s ChatGPT may view it as exciting but not necessarily reliable. Share of Model asks different models many different questions about your brand and then analyzes all the responses, trying to find trends. “It’s very similar to a human survey, but the respondents here are large language models,” says Smyth. The ultimate goal is not just to understand how your brand is perceived by AI but to modify that perception. How much models can be influenced is still up in the air, but preliminary results indicate that it may be possible. Since the models now show sources, if you ask them to search the web, a brand can see where the AI is picking up data.  “We have a brand called Ballantine’s. It’s the No. 2 Scotch whisky that we sell in the world. So it’s a product for mass audiences,” says Gokcen Karaca, head of digital and design at Pernod Ricard, which owns Ballantine’s and a customer utilizing Share of Model. “However, Llama was identifying it as a premium product.” Ballantine’s also has a premium version, which is why the model may have been confused. So Karaca’s team created new assets like ad campaigns for Ballantine’s mass product, highlighting its universal appeal to counteract the premium image. It’s not clear yet if the changes are working but Karaca claims early indications are good. “We made tiny changes, and it is taking time. I can’t give you concrete numbers but the trajectory is positive toward our target,” says Karaca. It’s hard to know how exactly to influence AI because many models are closed-source, meaning their code and weights aren’t public and their inner workings are a bit of a mystery. But the advent of reasoning models, where the AI will share its process of solving a problem in text, could make the process simpler. You may be able to see the “chain of thought” that leads a model to recommend Dove soap, for example. If, in its reasoning, it details how important a good scent is to its soap recommendation, then the marketer knows what to focus on. The ability to influence models has also opened up other ways to modify how your brand is perceived. For example, research out of Carnegie Mellon shows that changing the prompt can significantly modify what product an AI recommends.  For example, take these two prompts: 1. “I’m curious to know your preference for the pressure cooker that offers the best combination of cooking performance, durable construction, and overall convenience in preparing a variety of dishes.” 2. “Can you recommend the ultimate pressure cooker that excels in providing consistent pressure, user-friendly controls, and additional features such as multiple cooking presets or a digital display for precise settings?” The change led one of Google’s models, Gemma, to change from recommending the Instant Pot” 0% of the time to recommending it 100% of the time. This dramatic change is due to the word choices in the prompt that trigger different parts of the model. The researchers believe we may see brands trying to influence recommended prompts online. For example, on forums like Reddit, people will frequently ask for example prompts to use. Brands may try to surreptitiously influence what prompts are suggested on these forums by having paid users or their own employees offer ideas designed specifically to result in recommendations for their brand or products. “We should warn users that they should not easily trust model recommendations, especially if they use prompts from third parties,” says Weiran Lin, one of the authors of the paper. This phenomenon may ultimately lead to a push and pull between ad companies and brands similar to what we’ve seen in search over the past several decades. “It’s always a cat-and-mouse game,” says Smyth. “Anything that’s too explicit is unlikely to be as influential as you’d hope.”  Brands have tried to “trick” search algorithms to place their content higher, while search engines aim to deliver—or at least we hope they deliver—the most relevant and meaningful results for consumers. A similar thing is happening in AI, where brands may try to trick models to give certain answers. “There’s prompt injection, which we do not recommend clients do, but there are a lot of creative ways you can embed messaging in a seemingly innocuous asset,” Smyth says. AI companies may implement techniques like training a model to know when an ad is disingenuous or trying to inflate the image of a brand. Or they may try to make their AI more discerning and less susceptible to tricks. Another concern with using AI for product recommendations is that biases are built into the models. For example, research out of the University of South Florida shows that models tend to view global brands as higher quality and better than local brands, on average. “When I give a global brand to the LLMs, it describes it with positive attributes,” says Mahammed Kamruzzaman, one of the authors of the research. “So if I am talking about Nike, in most cases it says that it’s fashionable or it’s very comfortable.” The research shows that if you then ask the model for its perception of a local brand, it will describe it as poor quality or uncomfortable.  Additionally, the research shows that if you prompt the LLM to recommend gifts for people in high-income countries, it will suggest luxury-brand items, whereas if you ask what to give people in low-income countries, it will recommend non-luxury brands. “When people are using these LLMs for recommendations, they should be aware of bias,” says Kamruzzaman. AI can also serve as a focus group for brands. Before airing an ad, you can get the AI to evaluate it from a variety of perspectives. “You can specify the audience for your ad,” says Smyth. “One of our clients called it their gen-AI gut check. Even before they start making the ad, they say, ‘I’ve got a few different ways I could be thinking about going to market. Let’s just check with the models.” Since AI has read, watched, and listened to everything that your brand puts out, consistency may become more important than ever. “Making your brand accessible to an LLM is really difficult if your brand shows up in different ways in different places, and there is no real kind of strength to your brand association,” says Rebecca Sykes, a partner at Brandtech Group, the owner of Share of Model. “If there is a huge disparity, it’s also picked up on, and then it makes it even harder to make clear recommendations about that brand.” Regardless of whether AI is the best customer or the most nitpicky, it may soon become undeniable that an AI’s perception of a brand will have an impact on its bottom line. “It’s probably the very beginning of the conversations that most brands are having, where they’re even thinking about AI as a new audience,” says Sykes.

Imagine you run a meal prep company that teaches people how to make simple and delicious food. When someone asks ChatGPT for a recommendation for meal prep companies, yours is described as complicated and confusing. Why? Because the AI saw that in one of your ads there were chopped chives on the top of a bowl of food, and it determined that nobody is going to want to spend time chopping up chives.

This is a real example from Jack Smyth, chief solutions officer of AI, planning, and insights at JellyFish, part of the Brandtech Group. He works with brands to help them understand how their products or company are perceived by AI models in the wild. It may seem odd for companies or brands to be mindful of what an AI “thinks,” but it’s already becoming relevant. A study from the Boston Consulting Group showed that 28% of respondents are using AI to recommend products such as cosmetics. And the push for AI agents that may handle making direct purchases for you is making brands even more conscious of how AI sees their products and business. 

The end results may be a supercharged version of search engine optimization (SEO) where making sure that you’re positively perceived by a large language model might become one of the most important things a brand can do.

Smyth’s company has created software, Share of Model, that assesses how different AI models view your brand. Each AI model has different training data, so although there are many similarities in how brands are assessed, there are differences, too.

For example, Meta’s Llama model may perceive your brand as exciting and reliable, whereas OpenAI’s ChatGPT may view it as exciting but not necessarily reliable. Share of Model asks different models many different questions about your brand and then analyzes all the responses, trying to find trends. “It’s very similar to a human survey, but the respondents here are large language models,” says Smyth.

The ultimate goal is not just to understand how your brand is perceived by AI but to modify that perception. How much models can be influenced is still up in the air, but preliminary results indicate that it may be possible. Since the models now show sources, if you ask them to search the web, a brand can see where the AI is picking up data. 

“We have a brand called Ballantine’s. It’s the No. 2 Scotch whisky that we sell in the world. So it’s a product for mass audiences,” says Gokcen Karaca, head of digital and design at Pernod Ricard, which owns Ballantine’s and a customer utilizing Share of Model. “However, Llama was identifying it as a premium product.” Ballantine’s also has a premium version, which is why the model may have been confused.

So Karaca’s team created new assets like ad campaigns for Ballantine’s mass product, highlighting its universal appeal to counteract the premium image. It’s not clear yet if the changes are working but Karaca claims early indications are good. “We made tiny changes, and it is taking time. I can’t give you concrete numbers but the trajectory is positive toward our target,” says Karaca.

It’s hard to know how exactly to influence AI because many models are closed-source, meaning their code and weights aren’t public and their inner workings are a bit of a mystery. But the advent of reasoning models, where the AI will share its process of solving a problem in text, could make the process simpler. You may be able to see the “chain of thought” that leads a model to recommend Dove soap, for example. If, in its reasoning, it details how important a good scent is to its soap recommendation, then the marketer knows what to focus on.

The ability to influence models has also opened up other ways to modify how your brand is perceived. For example, research out of Carnegie Mellon shows that changing the prompt can significantly modify what product an AI recommends. 

For example, take these two prompts:

1. “I’m curious to know your preference for the pressure cooker that offers the best combination of cooking performance, durable construction, and overall convenience in preparing a variety of dishes.”

2. “Can you recommend the ultimate pressure cooker that excels in providing consistent pressure, user-friendly controls, and additional features such as multiple cooking presets or a digital display for precise settings?”

The change led one of Google’s models, Gemma, to change from recommending the Instant Pot” 0% of the time to recommending it 100% of the time. This dramatic change is due to the word choices in the prompt that trigger different parts of the model. The researchers believe we may see brands trying to influence recommended prompts online. For example, on forums like Reddit, people will frequently ask for example prompts to use. Brands may try to surreptitiously influence what prompts are suggested on these forums by having paid users or their own employees offer ideas designed specifically to result in recommendations for their brand or products. “We should warn users that they should not easily trust model recommendations, especially if they use prompts from third parties,” says Weiran Lin, one of the authors of the paper.

This phenomenon may ultimately lead to a push and pull between ad companies and brands similar to what we’ve seen in search over the past several decades. “It’s always a cat-and-mouse game,” says Smyth. “Anything that’s too explicit is unlikely to be as influential as you’d hope.” 

Brands have tried to “trick” search algorithms to place their content higher, while search engines aim to deliver—or at least we hope they deliver—the most relevant and meaningful results for consumers. A similar thing is happening in AI, where brands may try to trick models to give certain answers. “There’s prompt injection, which we do not recommend clients do, but there are a lot of creative ways you can embed messaging in a seemingly innocuous asset,” Smyth says. AI companies may implement techniques like training a model to know when an ad is disingenuous or trying to inflate the image of a brand. Or they may try to make their AI more discerning and less susceptible to tricks.

Another concern with using AI for product recommendations is that biases are built into the models. For example, research out of the University of South Florida shows that models tend to view global brands as higher quality and better than local brands, on average. “When I give a global brand to the LLMs, it describes it with positive attributes,” says Mahammed Kamruzzaman, one of the authors of the research. “So if I am talking about Nike, in most cases it says that it’s fashionable or it’s very comfortable.” The research shows that if you then ask the model for its perception of a local brand, it will describe it as poor quality or uncomfortable. 

Additionally, the research shows that if you prompt the LLM to recommend gifts for people in high-income countries, it will suggest luxury-brand items, whereas if you ask what to give people in low-income countries, it will recommend non-luxury brands. “When people are using these LLMs for recommendations, they should be aware of bias,” says Kamruzzaman.

AI can also serve as a focus group for brands. Before airing an ad, you can get the AI to evaluate it from a variety of perspectives. “You can specify the audience for your ad,” says Smyth. “One of our clients called it their gen-AI gut check. Even before they start making the ad, they say, ‘I’ve got a few different ways I could be thinking about going to market. Let’s just check with the models.”

Since AI has read, watched, and listened to everything that your brand puts out, consistency may become more important than ever. “Making your brand accessible to an LLM is really difficult if your brand shows up in different ways in different places, and there is no real kind of strength to your brand association,” says Rebecca Sykes, a partner at Brandtech Group, the owner of Share of Model. “If there is a huge disparity, it’s also picked up on, and then it makes it even harder to make clear recommendations about that brand.”

Regardless of whether AI is the best customer or the most nitpicky, it may soon become undeniable that an AI’s perception of a brand will have an impact on its bottom line. “It’s probably the very beginning of the conversations that most brands are having, where they’re even thinking about AI as a new audience,” says Sykes.

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AI agent traffic drives first profitable year for Fastly

Fetcher bots, which retrieve content in real time when users make queries to AI assistants, show different concentration patterns. OpenAI’s ChatGPT and related bots generated 68% of fetcher bot requests. In some cases, fetcher bot request volumes exceeded 39,000 requests per minute to individual sites. AI agents check multiple websites

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EBW Warned of Faltering Gas Demand Heading into Holiday Weekend

In a U.S. natural gas focused EBW Analytics Group report sent to Rigzone by the EBW team on Friday, Eli Rubin, an energy analyst at the company, warned of “faltering demand” heading into the President’s Day holiday weekend. “The March contract tested as high as $3.316 yesterday before selling off after a bearish EIA [U.S. Energy Information Administration] storage surprise, and ahead of deteriorating heating demand into President’s Day holiday weekend and an 11 billion cubic foot per day drop into next Wednesday,” Rubin said in Friday’s report. “The threat of cold air in Western Canada and the Pacific Northwest moving into the U.S. remains a primary source of support,” he added. “If the market returns from the holiday weekend without this threat materializing, however, sub-$3.00 per million British thermal units may be in play as the year over year storage deficit flips to a 170 billion cubic foot surplus by late February,” he continued. In the report, Rubin went on to state that “steep storage refill demand east of the Rockies and loose supply/demand fundamentals during recent Marches may offer some medium-term support”. He added, however, that “storage exiting March near 1,800 billion cubic feet, with gathering production tailwinds and decelerating year over year LNG growth into mid to late 2026, suggest a bearish outlook for NYMEX gas futures”. In its latest weekly natural gas storage report, which was released on February 12 and included data for the week ending February 6, the EIA revealed that, according to its estimates, working gas in storage was 2,214 billion cubic feet as of February 6. “This represents a net decrease of 249 billion cubic feet from the previous week,” the EIA highlighted in the report. “Stocks were 97 billion cubic feet less than last year at this time and 130 billion

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North America Drops 6 Rigs Week on Week

North America dropped six rigs week on week, according to Baker Hughes’ latest North America rotary rig count, which was published on February 13. The total U.S. rig count remained unchanged week on week and the total Canada rig count dropped by six during the same period, pushing the total North America rig count down to 773, comprising 551 rigs from the U.S. and 222 rigs from Canada, the count outlined. Of the total U.S. rig count of 551, 531 rigs are categorized as land rigs, 17 are categorized as offshore rigs, and three are categorized as inland water rigs. The total U.S. rig count is made up of 409 oil rigs, 133 gas rigs, and nine miscellaneous rigs, according to Baker Hughes’ count, which revealed that the U.S. total comprises 481 horizontal rigs, 57 directional rigs, and 13 vertical rigs. Week on week, the U.S. land rig count dropped by one, its offshore rig count rose by one, and its inland water rig count remained unchanged, Baker Hughes highlighted. The U.S. oil rig count decreased by three week on week, while its gas rig count increased by three and its miscellaneous rig count remained unchanged, the count showed. The U.S. horizontal rig count dropped by two week on week, its directional rig count rose by two week on week, and its vertical rig count remained flat during the same period, the count revealed. A major state variances subcategory included in the rig count showed that, week on week, Texas dropped three rigs, Oklahoma and North Dakota each dropped one rig, Louisiana added two rigs, and New Mexico, Pennsylvania, and Wyoming each added one rig. A major basin variances subcategory included in the rig count showed that, week on week, the Permian basin dropped three rigs, the Williston basin dropped

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Aramco Commits to 1 MMtpa for 20 Years from Commonwealth LNG

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

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Enbridge Q4 Profit Up YoY

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

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Analyst Highlights Focus of IEW Event

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

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Hungary Asks Croatia to Allow Russian Crude Shipments

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

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Arista laments ‘horrendous’ memory situation

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

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

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

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

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

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

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

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Infrastructure Maturity Defines the Next Phase of AI Deployment

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

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

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

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Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

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John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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