This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first,sign up here.
This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first,sign up here. As voters went to the polls across the US last week, I was in Ashburn, Virginia, part of what’s known as Data Center Alley—the world’s largest data center hub. It’s also where the backlash now sweeping the country arguably first began taking shape. Driving through it is surreal. Concrete monolithic buildings loom along every major road, with names like Skybox and CloudHQ. It’s accepted wisdom in Big Tech that the war against data centers must be about something bigger than just data centers themselves. Two days after the midterms, OpenAI’s chief global affairs officer, Chris Lehane,wrotethat data centers “have become a proxy for public unease about affordability, corporate power, and people losing control over their futures.” It’s a culture war, in other words. But spending a few days in Data Center Alley left me wondering if it’s really the proxy that Lehane describes. I came away convinced that the data center backlash is more about electricity than Big Tech admits. The industry can improve its image, but it can’t escape the physical consequences of its enormous appetite for electricity. Here’s why. There are two ways to power the sort of data center that AI companies want: connecting to the grid, or generating electricity onsite. In Virginia’s Loudoun County, where data centers are ubiquitous but have been built at a steadier pace than the breakneck expansion now underway elsewhere in the country, most are connected to the existing grid. One facility I went inside, operated by Equinix, has massive diesel generators onsite for backup but gets its power from the local utility, Dominion Energy. Much of Dominion’s electricity is generated by natural gas (which is cleaner than coal or oil, but worse than renewables). The average data center operating in this part of Virginia today has a power capacity of 54 megawatts. That’s more than the power draw of theDenver International Airport. Elena Schlossberg, a prominent activist against data centers in Virginia, told me she’s “always banging my head against the wall” when the industry paints the fight as a culture war. “It was always about power,” she says—that is, electricity. Some Virginia protesters appearmoreanimatedby a broader anti-tech populism than Schlossberg, to be fair. But it’s the particular consequences of drawing so much power from the grid that have done the most to shape how the backlash has played out. Recent protests have led tonew rulesfrom the state that data centers must pay fully for the cost of new transmission lines to the grid and make sure they’re not spread among everyone else. Data center developers told me they’re preparing for new rules that would cut them off from grid power during peak demand. Schlossberg also worries about the downstream effects of a strained grid—for example, that data centers will run more diesel generators or that Dominion Energy will expand fossil fuel inputs rather than renewables to meet demand. The overwhelming majority of AI data centers being built elsewhere in the country are not designed this way. The scale desired is so massive that companies are setting up in rural areas where there is virtually no grid infrastructure to connect to. Building there means bringing your own power (so-called “behind the meter” power), in the form of natural-gas-powered turbines. Companies also build diesel generators for backup. Anthropic, for example, hasreportedly agreedto pay 3.4billionforgasturbinesinwhat’sdescribedasthelargestpowergenerationpurchasebyanAIcompany.Evenifgridswerenearby,they’dbeunlikelytoservetheamountofpowerdemanded.ThesmallestdatacentersattractiveforAItrainingare300megawatts.It’salotofpowerforoneindustrialsite,butnotunprecedented:Onedatacenterdevelopertoldmehe’seyeingaformersteelmillalreadyequippedtodrawthatmuchelectricityfromthegrid.Buttheidealfacilitiesaremorelike6,000megawatts.That’stheestimateddrawofthecityofChicago,whichispoweredbymorethan20powerplantswithinthecityalone(anddozensfartherout).Thenotionofdatacentercompanies’bringingtheirownpowermightseemattractiveatfirst,becausetheywouldn’tbestrainingthegrid.Butgeneratingelectricityatthisscaleinevitablyaffectssurroundingcommunities,andwhenpublicutilitiesbuildinfrastructureofthismagnitude,communitieshavetraditionallyexpectedasayinwhereitgoes.Now,privatecompaniesareundertakingprojectsonasimilarscale.Natural−gasturbinesofanyscalereleaseairpollutants.Whendieselgeneratorsareused,it’sevenworse.Andintheunprecedentedrushtogetthesefacilitiesoperating,companieshavebecomehorribleneighbors(recallthatElonMuskviolatedairqualitylawswhenhesetupdozensofturbinestopoweradatacenterinMemphis,accordingtotheEnvironmentalProtectionAgency).BigTech’stendencytochalkthebacklashuptoaculturewarobfuscatesonesimplefact:There’sonlysopleasantyoucanmakeasmallcityofcomputerstolivearound.Sure,companiescanpursuebetterdealsthatraisetaxrevenues,hirelocalworkers,andgetmorecommunityinvolvement,astheprotestsareleadingthemtodo.ButifasmalltownisaskedtowelcomeaWaltDisneyWorld,aninternationalairport,asteelplant,andthepowerplantstorunthemall,shouldwebesurprisedbyitstrepidation?Again,that’snottosaythisisthesolereasonforoppositiontodatacenters.Fearsofjoblosses,existentialrisks,andconcentratedcorporatepowerallfuelthebacklash,asdoesmisinformation(mostfacilitiesusefarlesswaterthanmanypeoplethink).Norisconsumingenormousamountsofelectricityinherentlybad:Manyoftheadvancesthathaveimprovedmodernlifehaverequiredjustthat.Butasonedeveloperrecentlytoldme,industryinsidersseetheirambitionsasconstrainedlessbypublicoppositionthanbyalackofelectricity.Thatshouldtellussomething.Sowhathappensnext?It’spossiblethatnewlyelectedpoliticians’actualstancesondatacenterswon’tbeasnegativeastheonestheycampaignedon.Butwhatseemstrueregardlessisthatifnewdatacentersneedtheirownpowergeneratedonsite,they’llgowheretherearethefewestpeopleabletoresistthem.ThatmightmeanthePermianBasin,whereanetworkofnatural−gaslinescanbeeasyfordeveloperstoconnecttoandpopulationsaresparse.Companiesmightalsotrytheirchancesabroad;Google,infact,announcedthedayaftertheelectionsthatitwillspend15 billion on data center projects in Malaysia. But there’s one place where Big Tech may find virtually no limits at all, as Elon Muskpostedjust hours after the midterms results came rolling in: “Data centers in space looking pretty appealing right now.” Ten years after AlphaGo’s match against Go champion Lee Sedol, today’s AI still isn’t tapping into the machinery that made that win possible. An exclusive interview with Nick Cammarata, the researcher whose 26,000-word viral blog post has AI safety folks celebrating. Breathless claims about AGI and new capabilities fall apart pretty quickly under scrutiny. With the rise of personal AI assistants, the internet isn't just for humans anymore. Discover special offers, top stories, upcoming events, and more.