Green Data Centers

Autotrophic hyperscale data centers with solar + storage primary power & atmospheric water generation.

[Green Data Centers @GreenData]

"We can build it here. We can build it responsibly. And we can build it union." Building Trades’ 8,000 member Council endorses Green Data Centers' New Mexico projects as the model for responsible data center development https://t.co/k50QROdOQk

[Green Data Centers @GreenData]

@jilyannori Anytime! 😊

[Green Data Centers @GreenData]

"We can build it here. We can build it responsibly. And we can build it union." Building Trades’ 8,000 member Council endorses Green Data Centers' New Mexico projects as the model for responsible data center development https://t.co/k50QROdOQk

[Green Data Centers @GreenData]

@robtow We will be providing a full simulation on @nvidiaomniverse that people can see, touch and measure. This then becomes our system control and integration platform that will provide reporting as needed.

[Green Data Centers @GreenData]

Full release: https://t.co/k50QROemFS

[Jason Bak @jason_bak]

We can build it here.

We can build it responsibly.

And we can build it union.

New Mexico’s Building Trades just put their name on that. 8,000 members. 14 unions. First partnership of its kind in the state.

That’s the standard.

[David Sacks @DavidSacks]

Back-of-envelope numbers for 1 gigawatt data center:

All-in Capex: ~$50 bn
Enterprise revenue generated: ~$25-30 bn/year
Electricity cost: $1-2 bn/year

~2 year payback.

The boom is real.

[Jacob Rowe @Jaro_rogue]

Tech companies need to read this.

What is written below will play into how fast the data center build-out occurs (and all of the trickle down effects of a Data Center Buildout slowdown if it doesn't move fast enough). There will always be a few loud protestors but the quieter hard working protesters, that make America what it is, are the ones you need to win over, in the right way.

Remember most of the future data centers being built will not be in heavy blue areas, but in rural red towns within Purple to Red states. The days of NoVa data centers are over and the future of compute will be these rural states.

Data Center companies are already orienting themselves for the backlash that is occurring. I consult for Green Data Centers (it was a company the fund invested in ~2-3 years ago) and they are extremely focused on off-grid energy, vastly limiting water resource impact to the community, clean energy, bringing in manufacturing jobs, and truly listening to the rural land owners every chance they get. Even if it means slightly less margins sometimes, protecting these communities are way more important for the longevity of these projects. This trend in general will trickle out among other data center buildouts (and you're already seeing this).

But Data Centers building better relations in these communities are not enough. Tech companies need to help these communities in authentic ways or your compute growth will hit a wall as the backlash against AI/tech companies trickle into backlash against data centers.

We are years (if not decade+) away from data centers realistically going to Space. Bragging about how many jobs are going to be killed, how good you did on x made-up bench mark, everyone is going to be homeless, and how you can hack any company or individual on earth does not help these issues. Of course that's targeted for selling to enterprises (but really those benchmarks/statements aren't what is driving enterprise growth anymore, it's what the users actually feel with your product on a day to day) but your 1000%+ CAGR won't hold up if growth hits a wall because of a self-owned compute wall because you didn't target communicating and working with these communities.

What you should be bragging about is how you can increase yield for farmers using your solutions, bring back manufacturing jobs to the United States and how AI (and the data center build out) can help make that happen (specifically in rural areas), partnering with data center providers that believe in protecting these communities and are already doing something about it, bring tax money to these smaller towns that have been wasted by industry moving to China, and then actually doing these things. Talk is cheap right now, and rural America continues to build skepticism of big tech.

Currently the industry solution is to just accept that Americans will hate data centers and everything they stand for and figure out how we can build elsewhere (Space), which is one (expensive) strategy. I think a better strategy is figuring out how to address the fears that rural communities and states have and then doing something about it.

I do believe there's a solution somewhere but it implies having humanity for these communities or the United States will lose the AI race. This might seem preachy, but really is the reality of things.

[Jason Bak @jason_bak]

Back in 2019, I was thinking about how to build something that could go to the moon.

That thinking led me to data centers and the cloud. Then Covid hit, plans paused, project sites came and went and it wasn’t until these last few years that the work really started to pay off.

We’ve been in stealth for a while. Today I’m excited to announce a new phase for @GreenData and what it means for our shareholders, our projects and the communities we build in.

More soon. 🌒