Strategic Observations

Observations that look beyond events to understand the forces, incentives, and long-term consequences shaping business, technology, infrastructure, and society.

Aerial view of data center campus integrated with power infrastructure, transmission lines, water resources, renewable energy and surrounding community.

Are We Looking at AI Data Centers Through the Wrong Glasses?

We’re asking: “Are you for or against data centers?” But perhaps that is already the wrong question. What infrastructure architecture does the United States need for AI—and where does a data center belong within that architecture? A data center is increasingly discussed almost as though it were an isolated industrial development: Here is 500 MW

Are We Looking at AI Data Centers Through the Wrong Glasses? Read More »