❌

Normal view

Big Tech eyes glacier-strewn Patagonia for building mega AI data centers — region offers 17,300 glaciers, coldness, and cheap energy, but fiber lines are scarce

9 September 2026 at 11:00

Patagonia, a region of Argentina with 17,300 glaciers, has the potential to turn into a data center hotspot. The cool climate and abundant energy resources there are drawing interest from the likes of Amazon, Google, and OpenAI, according to Reuters. However, there needs to be more work on tapping into the resources and equipping high-speed networking, like fiber, to make the place irresistible. There’s also the question of political stability with a presidential election next year.

Argentina, and Patagonia in particular, has some juicy lures for potential hyperscale data center operators, and the cold climate is a bonus. That environment helps keep data centers cool and use less power while maintaining agreeable thermals. Patagonia has tens of thousands of glaciers across the Northern Patagonian Ice Field and the Southern Patagonian Ice Field combined.

Another bonus to would-be Patagonian data center operators are the range of energy sources there. Reuters mentions hydroelectric power, wind, and shale gas, but some operators who are already established are also adding solar.

Then, the social and political climate looks good for data centers in Argentina. According to the source, the populace doesn't hate data centers yet. At least there seems to be no campaign groups or public backlash. It is also reported that President Javier Milei has been making changes to court Big Tech. That’s a positive, and may be a negative. Positive in that the Argentines are now being accommodating to the needs of huge AI data centers. Negative, as there’s a presidential election next year, where things could take a dramatic turn, or not. There are also some regions in Patagonia where data center expansions may be complicated by the wishes and needs of indigenous communities. Businesses offering sizable, long-term investments aren’t keen on uncertainty.

With the pretty good environment for hyperscale buildouts established, it isn’t that surprising to see Reuters say OpenAI has confirmed a $25B and 500MW clean energy data center in the country. Lesser-known (to us) companies like Poland's Green Capital also plan a $3B and 300MW data center in Patagonia. It is also reported that FlexDomes, a U.S.-based green data center company, is planning the first stage of a 120MW facility.

Meanwhile, in neighboring South American countries, there are large developments from the likes of Amazon, Google, and others. Argentina must have these data center whales in its sights, as they are known to be scouting for expansion into new locations.

As well as political / business risk, Argentina has some structural weaknesses that need to be addressed by those developing in the country. It is said to have connectivity and power grid infrastructure deficiencies, for example. In other locations, we have seen these addressed on almost a per-project basis, with some state intervention, but it adds some high costs to setting up.

Top chipmakers embrace ASML’s $400M machines, agree to crucial chipmaking change

8 September 2026 at 20:12

Leading chipmakers Samsung Electronics and Taiwan Semiconductor Manufacturing Co. announced plans to adopt ASML’s latest chipmaking machines in the next several years—and they also joined Intel in agreeing to a crucial technology change that could boost chip production on the new machines by 40 percent.

This signifies the semiconductor industry’s broader embrace of high NA EUV photolithography technology that can cost up to $400 million per machine and is only provided by the Dutch technology company ASML, Bloomberg reports. The technology would allow chip designers to implement even smaller features in potentially more powerful and efficient next-generation chips produced for AI data centers and consumer electronics such as smartphones, tablets, and laptops.

ASML’s EUV (extreme ultraviolet) lithography machines enable chipmakers to use powerful laser light to imprint patterns in silicon wafers, layer by layer, and gradually form the computer circuitry that makes silicon chips work. Compared to older deep ultraviolet lithography, EUV technology harnesses a more powerful source of light with a shorter wavelength to create even smaller features on silicon wafers.

Read full article

Comments

© Michel de Heer | ASML

Top chipmakers embrace ASML’s $400M machines, agree to crucial chipmaking change

8 September 2026 at 20:12

Leading chipmakers Samsung Electronics and Taiwan Semiconductor Manufacturing Co. announced plans to adopt ASML’s latest chipmaking machines in the next several years—and they also joined Intel in agreeing to a crucial technology change that could boost chip production on the new machines by 40 percent.

This signifies the semiconductor industry’s broader embrace of high NA EUV photolithography technology that can cost up to $400 million per machine and is only provided by the Dutch technology company ASML, Bloomberg reports. The technology would allow chip designers to implement even smaller features in potentially more powerful and efficient next-generation chips produced for AI data centers and consumer electronics such as smartphones, tablets, and laptops.

ASML’s EUV (extreme ultraviolet) lithography machines enable chipmakers to use powerful laser light to imprint patterns in silicon wafers, layer by layer, and gradually form the computer circuitry that makes silicon chips work. Compared to older deep ultraviolet lithography, EUV technology harnesses a more powerful source of light with a shorter wavelength to create even smaller features on silicon wafers.

Read full article

Comments

© Michel de Heer | ASML

OpenAI Expands in Malaysia: New AI Data Centers to Deploy Nvidia Vera Rubin

8 September 2026 at 17:00
OpenAI is expanding its AI infrastructure footprint in Malaysia through a Firmus deal for two data centers deploying Nvidia Vera Rubin systems.

Thailand asks data center operators to suspend 49 buildouts until legal framework is complete — new legislation is supposed to create 'airtight' requirements for large-scale data centers

Data center builds are one of the hotly contested items worldwide. Many states and cities have upheld moratoriums on new buildouts due to power usage, water consumption, and noise concerns. Thailand is the latest nation to pump the proverbial brakes, with the government requesting that existing buildouts hit the pause button while coming up with a more precise regulatory framework.

Government heads requested that agencies compile information about current and future data centers during this week, in a bid to create unified legislation. The country currently has few laws specific to data centers, leading to legal voids like zoning a data center as a "warehouse" right next to a hospital. Much like everywhere else, the country has seen growing complaints about data centers' water and power usage.

After the week is out on September 11, the government expects to take about a month to come up with a regulatory draft, making the pause technically an indeterminate timeframe — though further delays wouldn't benefit either party, as Thailand considers the industry critical to the country’s competitiveness. The catch is that pausing construction isn't enforceable, so companies can elect to plow ahead regardless while the legislation is discussed.

NESDC (National Economic and Social Development Council) secretary-general Danucha Pichayanan is very specific: "we don't have the power to suspend the construction of the 49 data centers" currently under construction. However, when the legislation arrives, it will apply retroactively to ongoing projects, though with an adjustment period for in-progress builds. New builds will naturally need to comply with the legislation from the get-go.

Some companies may elect to soldier on with the belief their buildouts will be in compliance with the reasonably predictable content of the new laws, or betting that they could win future legal challenges — a dynamic that's already in play elsewhere with Project Jupiter. The incoming legislation is expected to cover power consumption (and possibly generation), closed-loop cooling, and water-surplus guarantees, meaning builders already have a fairly good idea of what they'll need to do.

Not complying with the request for a pause might be a game of political chicken, though, as the government may retaliate with regulatory delays and additional costs to power connections. Just last Thursday, Thailand's energy ministry raised concerns over a Bangkok data center that may be planning to hold diesel stockpiles far in excess of the 200,000 liters it has permission to.

On that topic, Thailand revised laws on industrial power delivery last July, and among other requirements, demands a bank guarantee of ฿4.5 million ($134,000) per megawatt. Half the money will be refunded when the actual usage reaches 50% of proposed utilization, and the rest when usage hits 70%. This mechanism is meant to stop preemptive allocation of power delivery capacity that might remain unused for months, years, or not at all — once again, mirroring datacenter playbooks elsewhere around the world.

At face value, the amount of $134k per megawatt sounds like a small price to pay for a builder to get ahead of the pack, but its per-megawatt nature means that a hyperscale facility pulling 200 MW or more needs to place around $27 million in escrow.

With the power laws recently revised, water consumption is seemingly the largest concern, as the current legal framework allows companies to make deals directly with utilities without additional safeguards. For example, in Chonburi, an operator signed a decade-long deal with Eastwater Stecon Utilities for 3.3 million cubic meters annually, or about 36,900 residents. It's expected that the new laws will add much stricter requirements to avoid localized deserts.

The complex corporate web behind a $3.2 billion AI data center

7 September 2026 at 12:00

In early June, a fire broke out in a still-unfinished building at the Lake Mariner data center in Somerset, New York, exposing just how little the local fire department knew about what it was walking into. Firefighters reportedly found no working alarm, no suppression system, and three dead hydrants; the safety documents they’re legally entitled to see reportedly burned up in the blaze.

Steve Matisz, chief of the Barker Fire Department, said his crew went into the building “kind of blind,” facing heavy black smoke from chemicals they couldn’t identify because the safety sheets meant to inform them had apparently burned up. “It’s been a difficult situation,” Matisz said. He wasn't sure what to think about the claim that the safety sheets had burned in the fire.

The site is a former coal mine on Lake Ontario. The $3.2 billion campus is one of the largest AI data center buildouts in New York, and it has many stakeholders. A company called TeraWulf owns and operates the data center on land it leases from a company owned by its own CEO; Fluidstack, a UK-based AI company, will run the center; Google holds warrants for a future 14 percent equity stake and has agreed to guarantee Fluidstack’s lease payments; and Anthropic is among the AI companies whose compute demand the facility exists to serve.

Read full article

Comments

States Put Data Centers on Pause: Analyst Reaction

3 September 2026 at 19:08
America’s data center boom is running into political resistance. Texas, New York and Pennsylvania are moving to slow or pause new projects amid concerns over electricity costs, infrastructure and local impacts. Texas alone accounts for around 20% of the US pipeline, meaning even short delays could cost developers billions. The pushback is increasingly bipartisan, as politicians respond to growing opposition from local communities and overloaded power grids. The result is new uncertainty for developers racing to secure electricity and bring projects online. So has America’s data center boom finally hit the brakes? And what happens next? On today’s show, Kamala Schelling is joined by BloombergNEF’s senior associate for North American policy, Derrick Flakoll, to discuss his recent notes “Texas’ Data Center Pause Could Cost Projects Billions” and “Pennsylvania’s Data Center Pushback Raises Pipeline Risk.”

Missouri Voters Appear to Recall City Councilman Over Data Center Support

Initial results showed that residents of Independence, Mo., voted overwhelmingly to recall an official who backed billions of dollars in tax breaks for a data center.

© Clayton Steward for The New York Times

Organizers of the recall vote said the councilman, John Perkins, had failed to engage the public while the city negotiated with the developer of a data center project.

A Data Center Backlash

1 September 2026 at 19:09
Today we visit Pennsylvania, where there’s a high-stakes clash over A.I. jobs and the environment.

© Kristian Thacker for The New York Times

A rally against data centers at the Pennsylvania State Capitol in Harrisburg this summer.

Inside Meta’s push to put robots to work in data centers

30 August 2026 at 12:03

Meta is testing robots that can plug in cables, reset servers, and handle other tasks inside its data centers, according to several current and former workers familiar with the projects. The ongoing effort, which has not been previously reported, may eventually allow Meta to operate its rapidly expanding data center footprint with fewer humans, keeping labor costs in check as its spending on AI infrastructure soars.

Meta is using robots and related hardware from several different vendors, including Watney Robotics, Kinova, and ABB, according to the same workers, who asked to remain anonymous because they weren’t authorized to speak to the media. Kinova and ABB declined to comment. Watney didn’t respond to requests for comment.

In one experiment, Meta is evaluating whether a Kinova Gen3 robotic arm could be used for power cycling or cutting off electricity to servers. The company is also testing a different robot to swap networking cables. One Meta data center worker estimates that if it’s successful, the bot could replace up to 80 percent of some people’s workloads. “We thought those of us performing the physical tasks were safe for a while, but not anymore,” says the worker. “It’s coming for us all, unfortunately.”

Read full article

Comments

© Getty Images

Data centers become "killer application" for new power transformer tech

24 August 2026 at 22:32

Data centers have become the largest driver of a surging electricity demand that is straining US power grids. But the AI data center boom has also accelerated investment in a technology that could provide a silver lining for everyone—solid-state power transformers that replace industrial-age technology with modern power electronics.

Power grids currently rely on conventional transformer technology that is painstakingly assembled by hand and has a fundamental design dating back to the 1880s. Two copper wire coils manually wound around a steel core create electromagnetic fields that help step up voltage levels of alternating current electricity for long-distance transmission or step down voltage levels for the electricity use of homes and businesses. The largest power transformers cannot be mass-manufactured but are instead custom-built for each utility company’s electrical substations.

Manufacturing constraints, coupled with the scramble to upgrade US power infrastructure, have meant utility companies and other customers must wait up to several years for delivery of new power transformers. That not only hinders power grid infrastructure expansion needed to support growing electricity demand, but also delays the process of replacing aging power transformers.

Read full article

Comments

© EPRI

Annenberg Survey Finds Sharp Rise in Opposition to Local Data Centers

11 August 2026 at 14:41

PHILADELPHIA — Public resistance to new data centers has risen sharply across the United States, even as Americans’ overall views of artificial intelligence remain largely unchanged, according to a nationally representative survey from the Annenberg Public Policy Center at the University of Pennsylvania. The findings reveal a growing divide between public attitudes toward AI as a technology and attitudes toward the physical infrastructure required to operate it. While many people continue to see potential benefits from AI, particularly in medical research, opposition increases substantially when the technology is associated with a large industrial facility being built near their homes.

The survey found that 61% of U.S. adults somewhat or strongly oppose the construction of new data centers in their communities. That figure is 12 percentage points higher than the 49% recorded in an earlier APPC survey conducted in February and March. Support fell during the same period, from 21% to 14%. The change comes as communities across the country debate the environmental, economic, and social consequences of rapidly expanding computing infrastructure used to train and operate advanced AI systems.

Data centers are specialized facilities filled with servers, networking equipment, cooling systems, backup power supplies, and security infrastructure. AI applications can require enormous amounts of computational power because they process vast datasets and perform calculations across billions of model parameters. Training a large AI model may require thousands of processors operating simultaneously, while everyday use also depends on data centers to generate responses, analyze images, translate languages, and carry out other tasks. These facilities can consume substantial amounts of electricity and water, making their construction a highly visible local issue even when the software they support is used remotely.

Opposition to local data centers crosses political boundaries. Majorities of Democrats, Republicans, and independents said they opposed new facilities in their areas, although the proportions differed: 69% of Democrats, 54% of Republicans, and 53% of independents expressed opposition. Resistance was strongest among adults younger than 30, reaching 70%, and declined to 57% among people 65 and older. The pattern is notable because younger adults are often assumed to be more comfortable with emerging technologies and are more likely to use AI-powered services in education, work, entertainment, and communication.

Despite the shift in views about local infrastructure, broader opinions about AI have remained stable. Thirty-nine percent of respondents said they expected AI’s impact on the United States over the next decade to be somewhat or very negative, compared with 18% who expected a positive impact. The result was statistically unchanged from the spring survey. In addition, 68% said the federal government has done “too little” to regulate AI, a view shared by majorities of Democrats, Republicans, and independents. The results suggest that concerns about AI regulation have become persistent rather than being driven solely by short-term news events.

Respondents distinguished sharply between areas where AI might produce public benefits and areas where it could create risks. Among 13 sectors examined, medical research and scientific discovery was the only category receiving a net-positive assessment, with anticipated benefits exceeding expected harms by 41 percentage points. AI systems are increasingly being used to identify patterns in biological data, predict molecular structures, assist with medical imaging, and help researchers screen potential treatments. These applications may accelerate work that would otherwise require years of laboratory experiments, although they still depend on human validation and carefully controlled clinical studies.

The most negative assessments involved personal privacy and data security, which registered a net score of minus 63 points. Children’s online safety followed at minus 50 points, while employment and jobs reached minus 46 points. These concerns reflect the technical and social consequences of deploying AI at scale. Models may be trained on or exposed to sensitive information, automated systems can make decisions that are difficult to explain, and workplace applications may alter or eliminate certain tasks. The survey does not measure whether these risks will materialize in specific industries, but it indicates that many Americans view them as more immediate than AI’s possible benefits outside medicine.

Personal experience with AI was associated with more favorable opinions about its national impact. Among respondents who said they had never used AI during the previous month, 54% expected its effect on the country to be negative. That proportion fell to 40% among light users and to 29% among those who used AI many times or almost every day. However, frequent use did not make people more supportive of data centers. Opposition to building new facilities near respondents’ homes remained essentially flat across different levels of AI use. This distinction suggests that familiarity may influence perceptions of digital tools, while concerns about electricity demand, water consumption, noise, traffic, land use, and local utility costs may remain regardless of personal experience with AI software.

“The people who use AI the most are the most optimistic about what it will do for the country, and that has been consistent across our surveys,” said Matt Levendusky, a University of Pennsylvania political science professor and the Stephen and Mary Baran Chair in the Institutions of Democracy at APPC. He said that optimism had clear limits, particularly when questions involved privacy, employment, or the construction of a data center nearby. The survey was conducted by SSRS for APPC’s Institutions of Democracy division among 1,320 U.S. adult citizens from June 16 through July 19, 2026. Respondents were surveyed primarily online, with a small telephone sample, and weighted to match population benchmarks. The margin of error for the full sample was plus or minus 3.5 percentage points, with larger margins for subgroups. Together, the findings indicate that the next phase of the AI debate may be shaped less by abstract promises about intelligent software than by negotiations over the highly physical systems that make it possible.

Subject of Research: People

Article Title: Opposition to Local Data Centers Rises Sharply as Views on AI Hold Steady

Web References: Annenberg Public Policy Center news release; Reuters; The New York Times; Associated Press

References: Annenberg Public Policy Center Institutions of Democracy national survey, June 16–July 19, 2026; APPC AI topline survey data; APPC survey methodology

Image Credits: Annenberg Public Policy Center

Keywords: Artificial intelligence, data centers, public opinion, AI regulation, medical research, privacy, data security, employment, social surveys, political science

South Australia Launches AI Royal Commission: What Businesses Should Expect

10 August 2026 at 17:00
South Australia is launching an AI royal commission to examine how the technology is reshaping work, public services, and the economy. Businesses should expect greater scrutiny of AI governance, privacy, workforce use, and accountability as separate federal standards and privacy rules move forward.

AI data center bans surge past 500 nationwide as local US politicians begin blocking new developments — growing public outrage and bipartisan pushback threaten big tech expansion plans

10 August 2026 at 13:25

The number of local bans on new data center developments jumped to over 500 in July, according to recent data. Local politicians in the United States are refusing to approve new data center construction in greater numbers, posing a threat to the expansion required by AI firms to provide the capacity needed to power the new technology. The analysis, conducted by The Information from legal documents and local news reports, shows that this isn’t a partisan issue.

Republican- and Democrat-run states, towns and counties have all begun to block new data center projects, with Texas and New York both prominent entries from both sides of the political divide, and with the majority of the bans appearing in the Midwest and South, according to the report.

Politicians aren’t doing this out of spite, but in response to the growing concern from residents over the impact on communities. Among them are the impact of noise on local residents, as well as the disproportionate impact on public services, including on water and electricity supplies. It follows Texas Governor Greg Abbott’s moratorium on data center approvals in recent weeks until an extensive audit has been conducted of companies looking to hook their new centers up to the Texan power grid.

The Information’s analysis shows that the bans are growing fast, jumping from 300 in late June to over 500 in July. The ban in Texas is particularly noteworthy due to the state becoming a prominent home for AI data centers. Despite Governor Abbott’s pause, Amazon is still hoping to build a new gas power plant in Pecos County, Texas, to power a data center at the same location. That location is already believed to likely become the single biggest source of environmental pollution in the U.S. once it’s operational.

The rapid growth of new data centers in Texas and nearby states has likely fueled those concerns from residents. The Information reports that most of the bans are in the Midwest and South, with more than 400 restrictions now in place, with nearly three-quarters of the moratoriums approved in July occurring in southern states like Georgia and Florida. Florida, in particular, is quickly stopping new developments, with 14 out of 23 current active restrictions in that state being approved in July, and 15 more under consideration.

Small and big, rural and urban states alike are all seeing political capital used on preventing AI data center expansion. Kathy Hochul, Democrat Governor of New York, recently signed an executive order that paused approval for all data centers consuming 50 megawatts of energy or more. Massachusetts and Nebraska halted tax breaks for developers, while in Colorado, 19 bans are now in place around Denver, and more elsewhere in the state, due to concerns specifically around the impact on the environment and on water usage. In Nashville, Tennessee, a 23-acre data center development next to a zoo, expected to cost up to $700 million, is also facing local and political resistance.

It’s no surprise to see politicians begin to wake up to the public malaise against AI development. Over 70% of Americans are reportedly against more AI data centers, and direct resistance against them is growing, with at least 37 people arrested so far this year for protesting against new developments.

❌