Maine First, Denver Next, and the xAI Record

As AI reasoning models push energy demands to new heights—using up to 70x more power per query—local communities are hitting the "pause" button. From Maine passing the nation’s first statewide data center freeze to the controversial approval of 41 gas turbines for xAI in Mississippi, this week’s report tracks the growing friction between silicon expansion and resource reality. We explore new peer-reviewed research on "water-positive" data centers and the widening transparency gap among the industry's biggest players.

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.