Business
The Surveillance Tools That Could Power Trump’s Immigration Crackdown
Apps and ankle monitors that track asylum seekers in real time wherever they go. Databases packed with personal information like fingerprints and faces. Investigative tools that can break into locked phones and search through gigabytes of emails, text messages and other files.
These are pieces of a technology arsenal available to President Trump as he aims to crack down on illegal immigration and carry out the largest deportation operation in American history. To do so, his administration can tap a stockpile of tools built up by Democrats and Republicans that is nearly unmatched in the Western world, according to an analysis by The New York Times.
A review of nearly 15,000 contracts shows that two agencies — Immigration and Customs Enforcement, and Citizen and Immigration Services — have spent $7.8 billion on immigration technologies from 263 companies since 2020.
The contracts, most of which were initiated under the Biden administration, included ones for tools that can rapidly prove family relationships with a DNA test to check whether, say, an adult migrant crossing the border with a minor are related. (Families are often treated differently from individuals.) Other systems compare biometrics against criminal records, alert agents to changes in address, follow cars with license plate readers, and rip and analyze data from phones, hard drives and cars.
The contracts, which ranged in size, were for mundane tech like phone services as well as advanced tools from big and small companies. Palantir, the provider of data-analysis tools that was co-founded by the billionaire Peter Thiel, received more than $1 billion over the past four years. Venntel, a provider of location data, had seven contracts with ICE totaling at least $330,000 between 2018 and 2022.
The Biden administration used many of these technologies for immigration enforcement, including in investigations of drug trafficking, human smuggling and transnational gang activity. How Mr. Trump may apply the tools is unknown, especially as the whereabouts of many immigrants are known and the government faces a shortage of officers and facilities to detain people.
But Mr. Trump has already made clear that his immigration agenda is strikingly different from his predecessor’s. This week, he announced a barrage of executive actions to lock down the borders and expel migrants and those seeking asylum.
“All illegal entry will immediately be halted and we will begin the process of returning millions and millions of criminal aliens back to the places from which they came,” Mr. Trump said at his inauguration on Monday.
Tech products are almost certain to feature in those plans. Thomas Homan, the administration’s border czar, has discussed meeting with tech companies about available tools.
“They’ll certainly use all tools at their disposal, including new tech available to them,” said John Torres, a former acting assistant secretary for ICE.
A White House spokesman declined to comment. ICE said in a statement that it “employs various forms of technology, and information to fulfill its mission, while protecting privacy, and civil rights and liberties in accordance with applicable laws.”
Eric Hysen, the chief information officer for the Homeland Security Department under President Biden, said ICE and other immigration agencies have vast responsibilities. Many tools were designed for investigations of drug traffickers and other criminals, not tracking migrants, he said, while other technology like license plate readers could be used to ease traffic at border crossings.
The federal government has had longstanding internal policies to limit how surveillance tools could be used, but those restrictions can be lifted by a new administration, Mr. Hysen added. “Those are things that can change, but they are not easy to change,” he said.
Creating an arsenal
The buildup of immigration tech goes back to at least the creation of the Homeland Security Department after the Sept. 11, 2001, attacks. Interest in the tools fueled a boom that is expected to grow under Mr. Trump. Leaders in Europe and elsewhere are also investing in the technologies as some adopt increasingly restrictive immigration policies.
Many companies are racing to meet the demand, offering gear to fortify borders and services to track immigrants once they are inside a country.
In the United States, the beneficiaries include the makers of GPS tracking devices, digital forensics tools and data brokers. Palantir and others won contracts with ICE for storing and analyzing data. Thomson Reuters, Lexis Nexis and credit rating companies provide access to databases of personal information that can help government agents find the homes, workplaces and social connections of citizens and noncitizens alike.
Clearview AI, a facial recognition firm, had contracts worth nearly $9 million, according to government records. Cellebrite, an Israeli phone-cracking company, sold ICE about $54 million in investigative tools. The F.B.I. famously used Cellebrite tools in 2016 to unlock the iPhone of a mass shooter in San Bernardino, Calif., to aid the investigation.
Investors have taken note. The stock price of Geo Group, a private prison operator that sells monitoring technology to ICE, has more than doubled since Mr. Trump won November’s election. Cellebrite’s shares have also nearly doubled in the past six months and Palantir’s shares have risen nearly 80 percent.
Tom Hogan, Cellebrite’s interim chief executive, said the company was proud to help “keep our homeland and borders safe with our technology.” Thomson Reuters said in a statement that its technology is used by agencies to support investigations into child exploitation, human trafficking, drug smuggling and transnational gang activity. Lexis Nexis, Clearview and Palantir did not respond to requests for comment.
In an investor call in November, Wayne Calabrese, Geo Group’s chief operating officer, said the company expected the “Trump administration to take a much more expansive approach to monitoring the several millions of individuals” who were going through immigration proceedings but had not been detained.
“We have assured ICE of our capability to rapidly scale up,” he said.
In a statement for this article, Geo Group, based in Boca Raton, Fla., said it looked forward to supporting the Trump administration “as it moves quickly to achieve its announced plans and objectives for securing the country’s borders and enforcing its immigration laws.”
Tracking locations
One technology that may be used immediately in mass deportations can identify the exact location of immigrants, experts said.
About 180,000 undocumented immigrants wear an ankle bracelet with a GPS tracking device, or use an app called SmartLink that requires them to log their whereabouts at least once a day. Made by a Geo Group subsidiary, the technology is used in a program called Alternatives to Detention. The program began in 2004 and expanded during the Biden administration to digitally surveil people instead of holding them in detention centers.
Location data collected through the program has been used in at least one ICE raid, according to a court document reviewed by The Times. In August 2019, during the first Trump administration, government agents followed the location of a woman who was being tracked as part of the program. That helped the agents obtain a search warrant for a chicken processing plant in Mississippi, where raids across the state resulted in the detention of roughly 680 immigrants with uncertain legal status.
Sejal Zota, the legal director of Just Futures Law, a group that opposes government surveillance programs, said the Trump administration would likely need to rely on digital surveillance tools as it would be impossible to physically detain vast numbers of individuals without legal status.
“While this administration wants to scale up detention, and I believe that it will find ways to do that, it will take time,” she said. “I think that this program will continue to remain important as a method to surveil and control people.”
Troves of data
The Trump administration also has access to private databases with biometrics, addresses and criminal records. Agents can obtain records of utility bills for roughly three-quarters of Americans and driver’s licenses for a third of Americans, according to a 2022 study by Georgetown University.
These tools could potentially be used to track people high on ICE’s priority list, like those with a criminal history or people who do not show up for immigration court hearings. Investigators could use the databases to find someone’s automobile information, then use license plate readers to pinpoint their location.
During the first Trump administration, ICE could access driver’s license data through private companies in states like Oregon and Washington, even after the state tried cutting off access to the information to the federal government, according to the Georgetown study.
Mr. Torres, the former ICE official, said this information was critical for agents to find people.
“We know people give false addresses,” he said. Agents can use “big data sharing to triangulate their location based on habits.”
That has raised privacy concerns. “Privacy harms may seem theoretical on paper, but they’re never theoretical for vulnerable people on the front lines,” said Justin Sherman, a distinguished fellow at Georgetown Law’s Center on Privacy and Technology.
During the Biden administration, ICE also bought software from Babel Street, a tech company that gathers data from thousands of publicly available websites and other sources. Its services can assess people as potential security risks based on data. Babel Street did not respond to requests for comment. ICE has also paid about a dozen companies for software that can be used to overcome passcodes, surface deleted files and analyze email inboxes.
Some immigration experts have questioned how much of this technology the Trump administration may use. Some tools are most relevant for targeted investigations, not for widespread deportations, said Dave Maass, the director of investigations at the Electronic Frontier Foundation, a civil liberties group.
“What they are buying and what is actually useful may be totally different things,” said Mr. Maass. Regardless, he said, tech companies “are going to make a lot of money.”
Methodology
The New York Times analyzed government contract data from usaspending.gov. The data covered spending from Immigration and Customs Enforcement and Citizenship and Immigration Services from 2020 to the present. The Times filtered the data to technology-related contracts, using recipient information and contract description. The Times looked at money that had been spent, not just pledged, to calculate the total spending and total number of tech companies.
Business
Older AC and fridge chemicals amp up climate change. Trump just rolled back limits on them
President Trump on Thursday announced that grocery stories and air conditioning companies will be allowed to keep using high-polluting refrigerants for longer than they would have under a law he signed during his first administration.
“This was a tremendous burden, a tremendous cost,” said Trump, surrounded in the Oval Office by executives from supermarket chains including Kroger, Fairway, Neimann Foods and Piggly Wiggly. “It was making the equipment unaffordable, and the actual benefit was nothing.”
The move loosens rules meant to restrict hydroflourocarbons, a class of climate-damaging chemicals used in cooling equipment. HFCs are known as “super pollutants” because their impact on climate change can be tens of thousands of times greater than carbon dioxide during their shorter lifespans.
In the move Thursday, the Environmental Protection Agency extends the deadline for companies to comply with a 2023 rule transitioning refrigerators and air conditioners off HFCs and onto new cooling technologies. Reducing these chemicals and moving to cleaner refrigerants has long been a bipartisan issue.
Trump is also proposing exemptions from a rule requiring leak repairs on large-scale refrigeration systems.
The administration framed the changes as part of its effort to bring down high grocery costs. EPA administrator Lee Zeldin said the actions will save $2.4 billion for Americans and safeguard 350,000 jobs.
“Americans who wanted to be able to fix their equipment were instead being required to buy far more costly new equipment and that just doesn’t make any sense,” said Zeldin.
David Doniger, senior attorney at the Natural Resources Defense Council, said the move will not only harm the climate, but U.S. competitiveness in global refrigerant markets as well.
“The EPA is catering to a small group of straggling companies by derailing the shift away from these climate super-pollutants,” he said. “The industry at large supports the HFC phasedown and has already invested in making new refrigerants and equipment, currently installed in thousands of stores.”
Danielle Wright, executive director of the North American Sustainable Refrigeration Council, an environmental nonprofit, said any perceived near-term savings from the rollbacks will be outweighed by the future costs.
“Business owners are far more worried about the escalating cost of keeping aging, high‑global-warming-potential equipment running than they are about the cost of installing new, compliant systems,” she said.
Trump dismissed the climate concerns, saying his changes “are not going to have any impact on the environment.”
He said he wants to get rid of the technology transition rule entirely in the future.
Business
Airbnb to add grocery delivery and car rentals ahead of World Cup
Airbnb unveiled a new set of services for guests on Wednesday, adding car rentals, airport pickup and grocery delivery to its online marketplace that connects travelers with local hosts.
Customers can now get groceries delivered to their Airbnb through a partnership with Instacart and have a driver meet them at the airport with Airbnb’s Welcome Pickups. The app is also offering luggage storage in partnership with Bounce and will add in-app car rentals later this summer.
At the same time, Airbnb is ramping up its use of AI by adding AI-powered review summaries and lodging comparisons, the company said.
The company has been expanding beyond lodging since last year, when it introduced Airbnb Experiences and Services, giving guests the option to book private tours and chef-cooked meals through the app.
In an earnings call earlier this month, the company’s chief executive, Brian Chesky, said the company is at “the very, very beginning of how AI is going to change how we all do our jobs.”
The changes are coming in time for the 2026 FIFA World Cup, which will take place in 16 cities across the U.S., Mexico and Canada. The company said its offering exclusive World Cup experiences, such as watch parties and access to stadiums.
“In terms of what we’ve seen in cumulative bookings heading into the event, the World Cup is slated to be the largest event in Airbnb’s history,” said the company’s chief financial officer, Ellie Mertz, on the earnings call.
Airbnb gained popularity for offering travelers unique and homey stays on other people’s property, but it added boutique hotel bookings to its platform late last year. The move had some customers questioning if the app was straying too far from its original purpose.
In its announcement this week, the company said it is partnering with more independent hotels in 20 top destinations, including New York, London and Singapore. On the earnings call, Chesky said hotels on Airbnb could become a multibillion-dollar revenue business.
The San Francisco-based company was founded in 2007 and gave homeowners the opportunity to earn money by renting out their space to travelers seeking something different from a hotel. Airbnb bookings can range from private bedrooms in a shared home to luxury mansions and yachts.
The company’s revenue grew 18% year over year to $2.7 billion in the first quarter, while net income increased slightly to $160 million. Airbnb’s new services and offerings could transform it from a home-sharing platform to a holistic travel marketplace, analysts said.
Shares of the company have increased by 14% over the past six months and fell by less than 1% on Thursday.
Business
SpaceX files to go public in huge IPO deal
Elon Musk wants to take investors on a ride to the moon — and beyond.
His pioneering rocket company SpaceX filed Wednesday for what’s expected to be the largest initial public offering in history, potentially raising at least $75 billion and valuing the company at as much as $2 trillion.
The registration statement with the Securities and Exchange Commission for an expected public offering next month explicitly sets aside stocks for retail investors, though the exact number will be spelled out in a later filing, as will the offering price and company valuation.
Interest in the stock offering is expected to be high despite the billionaire’s controversial politics, including his involvement last year with the Department of Government Efficiency, the makeshift cost-cutting effort that resulted in the loss of hundreds of thousands of government jobs.
“Potential investors are probably just as polarized as the electorate is too, given his dabbling in politics,” said Carol Schleif, chief market strategist for BMO Private Wealth. “But it’s not just the SpaceX IPO per se, it’s a bigger, broader excitement among investors for space investment in general.”
Investor interest was piqued by the Artemis II moon mission this year that SpaceX did not participate in, she said. However, the company is expected to play a larger role in future missions that take astronauts to the moon..
Ultimately, Musk, 54, wants to establish a colony on Mars but those plans have been set on the back burner, with NASA now focusing on moon missions.
Musk will remain the company’s chief executive and chairman. Under a dual-class stock structure as a holder of special Class B shares he will be able to control the election of directors, the filing says.
The IPO is expected to be at least twice as large as the current record holder: Saudi Aramco, the state-controlled national oil and gas company of Saudi Arabia, which raised nearly $30 billion in 2019.
Nearly two dozen banks will be underwriting the IPO and offering shares to investors, including Goldman Sachs, Bank of America and Citigroup.
Founded in 2002 in El Segundo, SpaceX has revolutionized the aerospace industry by developing the reusable Falcon 9 rocket that has radically lowered launch costs.
The company moved its headquarters from Hawthorne to Texas in 2024. However, SpaceX retains large operations in the South Bay city and blasts off regularly from Vandenberg Space Force Base in Santa Barbara County.
Scores of former SpaceX employees have launched startups in Southern California, including rocket company Relativity Space, hypersonic missile startup Castelion and satellite manufacturer Apex Space.
Since developing its reusable rocket technology, SpaceX has established its Starlink network as the leading satellite-based broadband internet service. It also is moving into satellite-based cellular service and this year merged with Musk’s xAi artificial intelligence company that also included his X social network.
Marco Cáceres, an aerospace analyst at Teal Group, said that the advantage of going public for SpaceX lies in the IPO’s ability to raise a large amount of capital quickly to complete development of its Starship rocket.
“It is going to dominate the market even more than the Falcon 9 is dominating the market now,” he said. “That’s going to be ultimately what’s going to drive their business for the next 10 years.”
The 12th test launch of Starship is set for Friday from the company’s south Texas launch facility. The rocket is the third version of craft, standing more than 400 feet tall and with about three times the payload of the second version.
The regulatory filing claims that the market for its rocket, internet and mobile telephone businesses could be as large as $28.5 trillion.
SpaceX also plans to launch thousands of orbiting data centers powered by the sun that would perform AI calculations.
With the company making massive capital investments, it recorded a $4.28-billion loss in the first quarter. Last year, it recorded $18.7 billion in revenue and lost $4.94 billion, according to the filing.
The public offering is expected to hit the market next month after a “road show,” during which SpaceX will seek to drum up interest from institutional and retail investors.
It will arrive after a fairly quiet year for IPOs that was brightened last week when Cerebras Systems, a Sunnyvale company that makes semiconductors for AI supercomputers, went public.
Shares at Cerebras were offered at $185 and jumped 68% on its opening day. They closed Wednesday at $290.69.
Matt Kennedy, a senior strategist at Renaissance Capital, said the SpaceX offering would dwarf that of Cerebras, as it is expected to raise more than every IPO combined in the last two years.
“A win here or a loss could really impact the IPO market,” he said. “The sheer size of this deal is going to make or lose fortunes.”
Among the oddest disclosures of the IPO is a decision by the company’s board in January to grant Musk 1 billion Class B shares if the company reaches a certain market capitalization and establishes a “permanent human colony on Mars with at least one million inhabitants.”
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