- Essays··9 min read
$130 Billion in Projects Shelved: How Water Panic Broke the U.S. Datacenter Boom
More than $130 billion in U.S. datacenter projects was delayed or abandoned in Q1 2026, and water arrived before power as the binding constraint. Across more than 20 states, moratoriums and permitting overhauls have frozen roughly a third of the new-build pipeline. Closed-loop and immersion cooling can solve the problem; the capex delta means only hyperscalers are currently able to absorb it.
ai-infrastructuredatacenterwater-policyregulatory-riskRead - Essays··7 min read
2.5 billion gallons · the number Amazon still won't print
Amazon finally printed its water number, 2.5 billion gallons. But read the boundary before you read the figure: the water that matters most is the water nobody puts in the press release.
data-centre-watercorporate-disclosureai-infrastructuresustainability-accountingRead - Essays··8 min read
The Two-Front Squeeze: AI's Energy Appetite Meets Its Own Regulation
The regulatory squeeze and the energy squeeze are the same squeeze. The industry has been running two separate playbooks as if they exist in different universes. They don't.
eu-ai-actdata-centre-energyinfrastructure-moratoriumsgrid-capacityRead