Until recently, most of the articles I have referenced on the value of AI data facilities have been as positive as “Demand for AI Data Centers Sends Prospectors Hunting for Land and Power” (Tripp Mickle, The New York Times, March 5th). In this one, we learned how “a former Microsoft executive and his firm Cloverleaf have become modern-day land men, packaging electricity and land for data centers.” He and his firm were portrayed as intrepid (“He’s a wildcatter”; “the team has faced hostile town halls… and also faces the risk that the A.I. boom fizzles out”), suitable (“they work at the intersection of utility companies and tech giants”), and timely (“their product - powered land, they call it - has become one of the nation’s most valuable commodities”). Mickle seemed admiring, yet that may have been the last positive article on those facilities I have seen.
Later that
month came out “Local Opposition Is Slowing A.I. Data Centers. Wall Street Has Noticed” (Lydia DePillis, The
New York Times, March 26th).
It started with “The torrential wave of data center construction for
artificial intelligence has seemed unstoppable,” and moved to “but lately,
zoning commissions and county councils across the country have been resisting.” Of “the top A.I. companies’” $710 billion
2026 facility-spending expectations, many have shifted their plans from
resistive states such as Michigan, Oregon, and Wisconsin to more compliant
Texas and New Mexico. Yet “if America
were to adopt A.I. at the scale that its boosters are banking on, data centers
would need to be built closer to cities like Seattle, San Francisco and
Chicago.” The piece ended with doubt,
specifically “if we assume tomorrow that data center construction stops… the
ripple effects across the semiconductor industry would be pretty substantial.”
Next, we went
as far as “Something Liberals and Conservatives Agree On: Hatred of Data Centers” (Sabrina Tavernise, The
New York Times, May 1st).
“Early evidence suggests that Americans - once agnostic - are now
souring on (data centers),” which a Milwaukee comedian called “the most
bipartisan issue since beer.” The refreshing
anecdotals here featured liberals and conservatives finding common cause, when,
for example, a Republican sportsman concerned about his fishing river joined
with “a left-leaning musician and environmental activist.” Although the article emphasized Michigan, it
also mentioned related events in four other states.
Here, the
June 11th River Reporter led off with Patrick Kelly’s “Data
centers delayed.” “On Thursday, June 4,
the New York State Legislature passed a moratorium on the approval of the
development of large data centers for one year, among other regulations.” Per “New York becomes first state to freeze
new AI data centers in move critics warn could drive away jobs” (Bonny Chu, Fox
Business, July 14th), the state’s governor Kathy Hochul signed
it, mandating “the nation’s first statewide temporary ban on new AI data
centers.” Per Hochul, who also wants to
“repeal sales tax exemptions for large data centers,” “the initiative would
require large data centers to shoulder more of the infrastructure costs they
create and is intended to protect New Yorkers from rising utility bills and
other financial risks associated with the industry’s rapid expansion.” There will be more.
Here is also
a political opportunity, as, per New York Times columnist Tressie
McMillan Cottom on June 14th, “Hating Data Centers Is a Winning
Issue.” She suggested it especially for
Democrats, who could use that as a platform plank with more perceived sincerity
than the Republicans would gain if they matched it. As Cottom put it, “the voters showing up to
fight data centers demonstrate that a lot of us want something different…
Democrats… need a national message equal to the righteous rage driving millions
of Americans to look up from their enemy and finally see, instead, a neighbor
and future worth fighting for.” Yes,
“it’s simple.”
We know about
these facilities’ impact on water and power, but how about auditory
effects? As Adeel Hassan explained in
the New York Times on June 17th, “The Cloud Has Sound: The Unrelenting and Unseen Cost of A.I. Data
Centers.” They sound “like a
low-frequency thrum of a neighbor’s central air-conditioning unit, an airplane
flying overhead at high altitude or a truck engine idling down the road. But it feels like the vibrating, rhythmic pulse
of a subwoofer from a party that will never end… and some who live closest to
data centers that emit the noise have reached their wit’s end trying to block
it out.” Unlike “many traditional
community noise sources - like airports and freeways,” the disturbance comes
out around the clock. Although excessive
sound in our country is usually unregulated, some have filed suit to change
that.
Countries
hoping for a US AI slowdown have been getting involved, as “China, Russia and
Others Seek to Inflame Debate Over A.I. Data centers” (Steven Lee Myers and
Dustin Volz, The New York Times, July 9th). They - one of the “others” was Iran - put up
videos and a comic strip purported to be American-produced, “blaming data
centers for soaring electricity bills” and saying they “posed a threat to
Americans’ physical and financial well-being.”
These nations’ purpose was to “stoke the debate over data centers” and
“deepen our divisions in order to dent our appeal and weaken us from
within.” It all sounds small-scale and
unlikely to do real damage, especially since the side they are backing is now,
as we will see, a majority position.
Next, “Data
Centers to Add Billions in Power Costs in 13 States,” by Ivan Penn on July 14th,
also in the Times. PJM, “the
nation’s largest electrical grid operator,” held “an electricity auction that
would add $6.3 billion in costs to the bills of millions of households and
businesses within the next three years, an increase driven by the power demands
of data centers.” That’s supply and
demand, but shows how those in one huge industry can massively increase the
latter. Appropriately, much of the rest
of the piece emphasized supply growth as the solution, as state “governors have
complained that PJM has been too slow to connect more power plants, solar and
wind farms, batteries and other resources that would have helped lower prices
and eased strain on the grid.” That
power network serves 13 states from Tennessee to Michigan and New Jersey.
Then, “US
data center protests go national as backlash grows” (Valerie Volcovici and Lisa
Baertlein, Reuters, July 18th). “Opponents of the rapid buildout of data
centers,” namely the “grassroots group” HumansFirst, planned protests that day “in
at least 125 locations across the United States, the first coordinated national
effort to channel anger at the AI infrastructure expansion that has ramped up
over the past year and roiled local politics.”
Participants were expected to “rally against what HumansFirst calls the
“unaccountable” buildout of data centers and “unacceptable infringement on our
liberty.”” Therefore, the movement now has a point of leadership.
So, “Is This
the Fastest Opinion Shift in American Politics” (David Wallace-Wells and
Robinson Meyer, The New York Times, July 15th)? The authors said that “seventy-one percent of
Americans say they don’t want an A.I. data center built close to where they
live,” changing from “last fall” when we were “almost exactly evenly
split.” Wallace-Wells and Meyer called
it “shocking” and “absolutely crazy,” in “an insanely polarized country, which
means it isn’t very often that you see a political supermajority on any issue,
let alone one that emerges almost out of nowhere to announce itself as a major
new front in our politics.”
“So what’s
actually going on here?” The authors of
the previous piece took a swing at that, and we can too. It’s a rare combination of strongly valid
local concerns, feelings of being pushed aside by stereotypically rapacious titanic
corporations, failure of people to see any end in sight, a perception among at
least half of Americans that the economy and the system in general are not
working for them, and several more factors.
It will not end soon. It will be
hugely discouraging to companies. But it
will find balance. There are places
within our borders godforsaken enough to be considered by most to be suitable
for such data centers. When benefits
from AI start making it to ordinary people, views will shift - slightly. In the meantime, as I predicted on New Year’s
Eve, in the artificial intelligence world a hard rain’s a-gonna fall.