Regret the tone of my post on data centers yesterday.
What I should have said:
There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this.
On balance, data centers are awesome for America in every way.
On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project.
On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns.
On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians.
On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers.
On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries.
On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land.
Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged.
When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America.
I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw.
Might write up open-weight AI tomorrow as this is equally essential to America.
We no longer have a carrier presence in the Pacific…
The debate about the food aboard the Lincoln and now the George Washington is largely a red herring. Arguing about food substitutes an emotional argument for a stark practical one. The real issue is how the war on Iran is burning through equipment and people. I.e., now the Lincoln, along with the Ford, will most certainly undergo maintenance for an extended period because of the length of their deployments in support of the war in Iran. Those deployments will also hurt retention (this was a major issue during the Iraq War in particular; remember stop loss?) And the question is: for what? It’s not like they were chasing the Imperial Japanese Navy across the Pacific following an attack like Pearl Harbor.
Now the Administration, despite all the warnings about Taiwan and a China-focused National Security Strategy, is moving our only carrier out of the Pacific. This is a major strategic signal, coming on the heels of news that we’ve burned through other major capabilities such as interceptors, radars, stand-off munitions, and a large chunk of the MQ-9 fleet, among other things.
It is clear that the Iran war is not only detrimental to US national security, but a potential strategic blunder worse than Iraq if we don’t cut bait; and this is the conversation pro-war types want to avoid at all costs.
https://t.co/4Bl6wEhpxM
Britain can’t stop illegal migrants crossing the Channel, but it can stop Päivi Räsänen, a Christian grandmother and former Finnish Interior Minister, from changing planes at Heathrow.
Christian views on marriage now make you a security threat.
This country has lost its mind.
Zohran Mamdani says America should look into Islam and follow the example of “Prophet Muhammad” on migration.
Fun fact: After conquering Mecca, Muhammad deported all the Christians and Jews and banned them from entering the city ever again.
To this day, non-Muslims are prohibited from entering Mecca because they are considered dirty and impure.
Does Mamdani want to turn New York into an all-Islamic state like his prophet did in Mecca?
This monster injected air into her veins and FaceTimed her father so he could watch his daughter’s murder. The world is a much better place without him. Thank you IDF.