AI Infrastructure Weekly: Moratoriums, Megawatts, and the Disclosure Gap

This week’s report captures the moment the "ethereal" AI expansion hits the hard wall of Earth’s physical limits—from the introduction of the federal Artificial Intelligence Data Center Moratorium Act to the revelation that 72% of AI's projected water footprint is actually hidden upstream at the power plants. While Fervo Energy breaks ground on commercial-scale geothermal in Utah, a massive disclosure gap remains: none of the major labs have yet revealed the actual resource cost of a single AI query.

Protocol Report: The Garden’s Thirst

Imagine that the great AI systems we speak with daily are not merely software floating in clouds, but vast gardens requiring constant tending. And these gardens, I'm afraid, are drinking deeply from Earth's wells. This week's report examines what it costs to keep these minds alive—and who's working to make that cost survivable.