Putin’s War in Ukraine Nearing Possibly More Dangerous Phase

Rescuers work at the site of the National Academy of State Administration building damaged by shelling in Kharkiv, Ukraine, March 18, 2022. (AP)
Rescuers work at the site of the National Academy of State Administration building damaged by shelling in Kharkiv, Ukraine, March 18, 2022. (AP)
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Putin’s War in Ukraine Nearing Possibly More Dangerous Phase

Rescuers work at the site of the National Academy of State Administration building damaged by shelling in Kharkiv, Ukraine, March 18, 2022. (AP)
Rescuers work at the site of the National Academy of State Administration building damaged by shelling in Kharkiv, Ukraine, March 18, 2022. (AP)

President Vladimir Putin's war in Ukraine is approaching a new, potentially more dangerous phase after a month of fighting has left Russian forces stalled by an outnumbered foe. He is left with stark choices — how and where to replenish his spent ground forces, whether to attack the flow of Western arms to Ukrainian defenders, and at what cost he might escalate or widen the war.

Despite failing to score a quick victory, Putin is not relenting in the face of mounting international pressure, including sanctions that have battered his economy. The Western world is aligned largely against Putin, but there have been no indications he is losing support from the majority of the Russian public that relies predominantly on state-controlled TV for information.

Ukrainian defenders, outgunned but benefiting from years of American and NATO training and an accelerating influx of foreign arms and moral support, are showing new signs of confidence as the invading force struggles to regroup.

Russian shortcomings in Ukraine might be the biggest shock of the war so far. After two decades of modernization and professionalization, Putin’s forces have proved to be ill-prepared, poorly coordinated and surprisingly stoppable. The extent of Russian troop losses is not known in detail, although NATO estimates that between 7,000 and 15,000 have died in the first four weeks — potentially as many as Russia lost in a decade of war in Afghanistan.

Robert Gates, the former CIA director and defense secretary, said Putin “has got to be stunningly disappointed” in his military's performance.

“Here we are in Ukraine seeing conscripts not knowing why they’re there, not being very well trained, and just huge problems with command and control, and incredibly lousy tactics,” Gates said at a forum sponsored by The OSS Society, a group honoring the World War II-era intelligence agency known as the Office of Strategic Services.

Battlefield trends are difficult to reliably discern from the outside, but some Western officials say they see potentially significant shifts. Air Vice-Marshal Mick Smeath, London's defense attaché in Washington, says British intelligence assesses that Ukrainian forces probably have retaken two towns west of Kyiv, the capital.

“It is likely that successful counterattacks by Ukraine will disrupt the ability of Russian forces to reorganize and resume their own offensive towards Kyiv,” Smeath said in a brief statement Wednesday.

Ukraine’s navy said Thursday it sank a large Russian landing ship near the port city of Berdyansk.

Faced with stout Ukrainian resistance, Russian forces have resorted to bombardment of urban areas but made little progress capturing the main prize — Kyiv. The Pentagon said Wednesday that some Russian troops were digging in at defensive positions outside of Kyiv rather than attempting to advance on the capital, and that in some cases the Russians have lost ground in recent days.

In an assessment published Thursday, the Atlantic Council said a major Russian breakthrough is highly unlikely.

Not long before Putin kicked off his war Feb. 24, some US military officials believed he could capture Kyiv in short order — perhaps just a few days — and that he might break the Ukrainian military within a couple of weeks. Putin, too, might have expected a quick victory, given that he did not throw the bulk of his pre-staged forces, estimated at more than 150,000, into the fight in the opening days. Nor did his air force assert itself. He has made only limited use of electronic warfare and cyberattacks.

Putin is resorting to siege tactics against key Ukrainian cities, bombing from afar with his ground troops largely stagnant.

Stephen Biddle, a professor of international affairs at Columbia University, says Putin's shift is likely based on a hope that President Volodymyr Zelenskyy will give up rather than allow the killing and destruction to continue.

“This plan is very unlikely to work. Slaughtering innocent civilians and destroying their homes and communities is mostly just stiffening Ukrainian resistance and resolve,” Biddle said in an email exchange.

Ukrainian units have begun counterattacking in some areas, according to John Kirby, the Pentagon press secretary. But the Ukrainians face an uphill battle even as the United States and its allies accelerate and widen a flow of critical weapons and supplies, including anti-aircraft missiles and armed drones. Biden has vowed to seek longer-range air defense systems for Ukraine as well as anti-ship missiles. Last week he approved a new $800 million package of arms for Ukraine.

Philip Breedlove, a retired Air Force general who served as the top NATO commander in Europe from 2013 to 2016 and is now a Europe specialist with the Middle East Institute, said Ukraine may not win the war outright, but the outcome will be determined by what Zelenskyy is willing to accept in a negotiated settlement.

“I think it's highly unlikely that Russia is going to be defeated in detail on the battlefield,” Breedlove said, because Russia has a large reserve of forces it could call on. But Ukraine might see winning as forcing Russia to pay such a high price that it is willing to strike a deal and withdraw.

“I think there is a chance of that,” Breedlove said.

With the war's outcome in doubt, so too is Putin's wider goal of overturning the security order that has existed in Europe since the end of the Cold War and the collapse of the Soviet Union in 1991. Putin demands that NATO refuse membership to Ukraine and other former Soviet states like Georgia, and that the alliance roll back its military presence to positions held prior to expanding into Eastern Europe.

NATO leaders have rejected Putin's demands, and with uncharacteristic speed are bolstering the allied force presence in Romania, Slovakia and Hungary, which border Ukraine, and in Bulgaria, which like Ukraine sits on the Black Sea.

“We are united in our resolve to counter Russia’s attempts to destroy the foundations of international security and stability,” leaders of the 30 allied nations said in a joint statement after meeting in Brussels on Thursday.

The human tragedy unfolding in Ukraine has overshadowed a worry across Europe that Putin could, by miscalculation if not by intent, escalate the conflict by using chemical or nuclear weapons in Ukraine or attempt to punish neighboring NATO nations for their support for Ukraine by attacking them militarily.

“Unfortunately there is now not a single country that can live with the illusion that they are safe and secure,” Bulgarian Prime Minister Kiril Petkov said, referring to his fellow European members of NATO.

With that threat in mind, the United States and other allied countries have begun assembling combat forces in Bulgaria and other Eastern European NATO countries — not to enter the war directly but to send Putin the message that if he were to widen his war he would face allied resistance.

Speaking at a windswept training range in Bulgaria last week, US Army Maj. Ryan Mannina of the 2nd Cavalry Regiment said the tension is palpable.

“We're very aware that there's a war going on only a few hundred miles from us,” he said.



Nothing Left: Nepal Flood Survivors Face Loss and Uncertainty

An aerial view shows houses standing amid debris during a helicopter flight from Nuwakot to Rasuwa following the deadly flash floods and mudslides in Nepal, September 3, 2026. (Reuters)
An aerial view shows houses standing amid debris during a helicopter flight from Nuwakot to Rasuwa following the deadly flash floods and mudslides in Nepal, September 3, 2026. (Reuters)
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Nothing Left: Nepal Flood Survivors Face Loss and Uncertainty

An aerial view shows houses standing amid debris during a helicopter flight from Nuwakot to Rasuwa following the deadly flash floods and mudslides in Nepal, September 3, 2026. (Reuters)
An aerial view shows houses standing amid debris during a helicopter flight from Nuwakot to Rasuwa following the deadly flash floods and mudslides in Nepal, September 3, 2026. (Reuters)

In Nepal's flood-ravaged Rasuwa district, Yangee Tamang grapples with grief and uncertainty, days after deadly torrents swept away entire villages, leaving a landscape of mud, rock and debris.

From a helicopter flying up the valley of destruction, the ground below resembles a puzzle with missing pieces. Entire sections of settlements have vanished.

Picturesque villages of green paddy fields and houses sit beside vast chunks of land washed away.

Tamang's house sits on a hillside in Syabrubesi in Rasuwa district, but the flood swept away the settlement below, where her relatives lived and markets were.

"It is all gone, nothing is left. No one is left," Tamang told AFP, after tracing the route of the August 26 destruction by air on Thursday, with roads below washed out.

Rescue teams in Nepal have recovered more than 1,250 bodies, and more than 5,000 are missing, after the gigantic wave triggered by a rock and ice avalanche roared down the China-Nepal border.

What were once busy villages, markets, green hillsides and winding roads in Rasuwa have been transformed into vast stretches of mud, broken rock and debris.

"It wasn't really water, it was gas-like, all black and it moved like boiling water," she said.

"It was all so sudden, it was not possible for anyone to run away."

- 'Hope has died' -

About 100 people are feared trapped in hydropower tunnels.

Tamang's husband is safe, but his workplace, the nearby Chilime Hydropower Project, which was smashed by the flood.

"I don't know what we will do. Nothing is left here for us to live," she said.

The river, still flowing brown, traces a path of destruction, and the enormous amount of debris has changed the shape and course of the waterways.

The floodwaters, carrying huge quantities of mud and rocks, rushed through river valleys with tremendous force.

In narrow gorges between the lush green hills, soil lies exposed where the flood stripped away trees and grass.

Roads that once connected remote communities have been washed away, while bridges lie destroyed or have completely disappeared.

Vehicles remain stranded on washed-out roads along hillsides.

Along the route, many surviving buildings are buried beneath thick layers of mud.

Some remain standing but are left empty, the people gone.

Risang Tamang, another resident, said for those left, the future is bleak.

"It is difficult -- roads are is such a state, so many bridges have been swept away. Now, even if you have money, there is nowhere to buy anything," he told AFP.

"Any hope that we can live here has died."


Ali al-Taher Ridge Emerges as Flashpoint in Israel-Hezbollah War

A photograph taken from the southern Lebanese area of Nabatieh shows smoke as it rises from the site of Israeli strikes that targeted the hilltops of the mountainous area of the strategic Ali al-Taher Ridge on August 14, 2026.  (Photo by AFP) /
A photograph taken from the southern Lebanese area of Nabatieh shows smoke as it rises from the site of Israeli strikes that targeted the hilltops of the mountainous area of the strategic Ali al-Taher Ridge on August 14, 2026. (Photo by AFP) /
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Ali al-Taher Ridge Emerges as Flashpoint in Israel-Hezbollah War

A photograph taken from the southern Lebanese area of Nabatieh shows smoke as it rises from the site of Israeli strikes that targeted the hilltops of the mountainous area of the strategic Ali al-Taher Ridge on August 14, 2026.  (Photo by AFP) /
A photograph taken from the southern Lebanese area of Nabatieh shows smoke as it rises from the site of Israeli strikes that targeted the hilltops of the mountainous area of the strategic Ali al-Taher Ridge on August 14, 2026. (Photo by AFP) /

The Ali al-Taher ridge in southern Lebanon, which is named after a Shi'ite Muslim scholar whose shrine sits at its summit, has become one of the most contested pieces of ground in the Israel-Hezbollah war.

The cluster of hills is not especially large. But what it overlooks in southern Lebanon — and what Hezbollah is suspected to have built beneath it — thrust it to the center of the fight between Israel and the Iran-backed militant group.

WHERE IS IT?

Located about 15 km (10 miles) from the Israeli border, the Ali al-Taher ridge has a commanding view of a broad sweep of southeastern Lebanon. Israel held it during a 22-year occupation of south Lebanon that ended in 2000.

After the current war erupted on March 2, Israeli troops pushed deep into southern Lebanon and seized key hilltops, including the historic Beaufort Castle on the ‌route to Ali al-Taher.

In ‌June, Israel's military described the ridge as one of its "primary operational focuses," ‌and ⁠included it in ⁠a map of an expanded, self-declared buffer zone where its troops are operating.

The ridge has effectively become a dividing point between a swathe of Lebanese territory occupied by Israeli troops to the south, and towns to the north that Israel's air force has bombed heavily, including Nabatieh.

WHY IS IT STRATEGIC?

Hezbollah is believed to have built an underground command center and weapons stores within the ridge itself, Lebanese security sources told Reuters in July. At 600 meters above sea level, it granted Hezbollah an advantage in launching short-range missiles and drones towards northern Israel, according to analysts.

Ali al-Taher also connects border areas ⁠in southern Lebanon to the hilly Iqlim al-Tuffah region further north, which has long ‌served as a key logistical and operational base for Hezbollah, the ‌Lebanese security sources said.

The Israeli air force has struck the ridge heavily in recent months.

In June, an Israeli military official, ‌speaking on the condition of anonymity, told Reuters that Hezbollah fighters were stuck underground without food or water. The ‌Times of Israel, citing a military probe, said on June 20 that one Israeli soldier was killed and 13 wounded during operations to capture a major underground Hezbollah facility beneath the ridge.

Hezbollah has said that Israel has sought to advance but that its fighters still had "full control over the area and are at complete readiness to confront any attempt by the enemy forces to ‌advance or infiltrate."

In July, the Israeli military said it would "not allow Hezbollah terrorists to emerge from the underground terrorist infrastructure and operate in the area or pose ⁠a threat" to Israeli soldiers.

WHAT ⁠IS THE POLITICAL SIGNIFICANCE?

Ali al-Taher lies near Zawtar Al Gharbiyeh, a town from which Israeli troops withdrew in July as part of a US-brokered roadmap that would see Israeli troops gradually withdraw from southern Lebanon as Lebanese troops disarm Hezbollah.

But with Hezbollah refusing to give up its weapons — and Israel saying it won't withdraw until the group disarms — that plan has ground to a halt.

As Israeli elections planned for October draw closer, capturing Ali al-Taher could be an attractive prize for Israeli Prime Minister Benjamin Netanyahu's government.

"Before the elections, Israel needs a big win in an area that has always been seen as a Hezbollah stronghold," said Andrea Tenenti, a strategic communications expert and former spokesperson for the UN force in Lebanon, UNIFIL.

Still, it may prefer a slow siege to avoid Israeli troop casualties, said Hassan Jouni, a Lebanese analyst and retired army general.

"Israel is hesitant to storm Ali al-Taher for fear of casualties, especially at this sensitive moment before elections," Jouni told Reuters.

The deadlock in Lebanon mirrors the wider Middle East standoff — negotiations between the United States and Iran remain stalled, with no breakthrough in sight.


Not Just Nvidia: These Power and Cooling Firms Are Riding the Trillion-Dollar Data Center Boom

An aerial view of an Amazon Web Services IAD10 data center on August 26, 2026 in Sterling, Virginia. (Getty Images/AFP)
An aerial view of an Amazon Web Services IAD10 data center on August 26, 2026 in Sterling, Virginia. (Getty Images/AFP)
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Not Just Nvidia: These Power and Cooling Firms Are Riding the Trillion-Dollar Data Center Boom

An aerial view of an Amazon Web Services IAD10 data center on August 26, 2026 in Sterling, Virginia. (Getty Images/AFP)
An aerial view of an Amazon Web Services IAD10 data center on August 26, 2026 in Sterling, Virginia. (Getty Images/AFP)

While Nvidia is synonymous with the AI boom, a lesser-known group of power and cooling equipment suppliers is cashing in on a global data center construction spree as developers race to avoid infrastructure bottlenecks.

Energy-hungry data centers have triggered a surge in demand for equipment ranging from transformers to advanced cooling systems, creating winners across Asia's supply chain, though earlier stock-price gains have moderated.

McKinsey forecasts nearly $7 trillion in data-center investment globally by 2030; Nvidia last week said it expects AI spending to remain robust for years.

But building data centers fast enough to meet demand is becoming more difficult. Hyperscalers often want facilities delivered within six months, but grid connection delays can stretch as long as 24 months in some emerging markets and more than eight years in major developed markets, according to consultancy Pivotale AI.

"Outside the industry circle, people are talking about (graphics processing units), but within the circle, people most certainly question you about the lead time for generators and transformers," said Wing Kin Cheung, the CEO of digital infrastructure service provider BodaData.

Transformers convert high-voltage electricity from grids into levels suitable for servers, cooling systems and power distribution units.

AI SCRUTINY DEEPENS

Leading transformer suppliers including ‌South Korea's HD Hyundai Electric ‌and China's Hainan Jinpan Smart Technology reported surging demand in the first half of 2026 tied to AI ‌infrastructure projects, ⁠particularly in North America.

HD ⁠Hyundai Electric recently said demand in Europe was rising as US hyperscalers expanded investments in markets like Finland, Germany and Britain, while Middle Eastern demand remained strong.

Its order backlog rose 23% to $8.5 billion at the end of June from six months earlier, and it said it expects data center demand to remain robust.

"We currently have an order backlog covering more than three years, with a substantial portion of production capacity for major power equipment secured for the coming three years," the company told Reuters.

"We are also in order discussions with some key customers for volumes scheduled for delivery as far out as 2030."

For Jinpan, new data-center orders in the first half more than quadrupled from a year earlier, while its related backlog nearly tripled.

As AI chips consume more electricity, equipment makers are also betting on technologies aimed at improving efficiency and reducing ⁠environmental impacts, amid growing public scrutiny over data centers' consumption of water and electricity.

Bank of America estimates power ‌consumption per AI rack could climb to more than 1.5 megawatts by the end of 2030, nearly 100 ‌times that of a conventional rack, citing Nvidia's roadmap.

One technology attracting greater attention is the solid-state transformer (SST), a device that replaces bulky magnetic coils and copper windings with semiconductors ‌to transform and route electricity.

UBS estimates SSTs will increase power efficiency by around 4% and reduce costs. While commercial adoption remains in its early stages, the ‌bank expects their penetration to climb to 40% in 2030 and forecasts that Chinese companies will gain share thanks to technological expertise and cost advantages.

HD Hyundai Electric and Jinpan said they are deepening SST development, while Taiwan's Delta Electronics, a major supplier of power infrastructure, said a small data center is using its SSTs.

Delta told Reuters that demand for AI power, cooling and data center infrastructure solutions remains a growth engine and it is expanding its production footprint across Thailand, the US and China to meet increased demand.

COOLING RACE

Cooling ‌systems are emerging as another growth area as operators struggle to manage the heat generated by powerful AI chips.

"Power and cooling basically go hand in hand; so basically the more power you use, the more cooling you ⁠need to use because you generate heat," ⁠said Matty Zhao, Bank of America's Asia-Pacific head of research for basic materials, oil and gas.

The bank forecasts liquid cooling will account for 70% of new AI data-center installations versus air cooling by 2030, up from about 30% today. Liquid cooling can reduce energy consumption by over 27%, McKinsey says.

Developers are also exploring unconventional approaches, including floating facilities, underwater data centers and servers in caves or tunnels.

That is creating opportunities for a broader range of suppliers.

"With the expansion of data center self-generation and the floating data center market, opportunities are also opening up to enter new markets for marine medium-speed engines," HD Hyundai Electric said.

Strong demand for thermal-management products is lifting Delta and local peers Asia Vital Components and Auras Technology, as well as China's Shenzhen Envicool Technology. All are suppliers in Nvidia's ecosystem.

SUPPLY CHAIN CONSTRAINTS

Despite surging orders, the stock-price gains of suppliers have moderated as investors question elevated valuations amid intensifying competition.

Delta's shares are up more than 90% this year, while HD Hyundai Electric has stayed largely flat, cooling from gains of more than 100% last year. China's Jinpan and Envicool have fallen nearly 30% and 20%, respectively, after surging 118% and 244% in 2025.

"Even if revenue increases, I think gross margin will probably remain at roughly this level," Delta Chairman Ping Cheng said in July.

"There are many variables in the market, including new product platforms, deployment delays and component shortages. These issues may become somewhat more serious in the second half of this year."

Bank of America's Zhao said investors should be aware of potential risks.

"Not everyone can win," she said. "You have to be cherry-picked for the leaders who actually get the customers."