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.