[ExI] Where should we build new multi-gigawatt AI Data centers?

[John Clark]

*Many newly elected Democratic governors have advocated a pause an AI Data
Center construction, so I asked GPT the following question:*

*ME: What state looks to you like the most attractive for building large
data centers in the next few years?*


*GPT*: "I would pay particular attention to these five states:

   1.

   Georgia: Strong site-readiness measurements, but local opposition is
   significant.
   2.

   Tennessee: Attractive combination of infrastructure and development
   opportunities.
   3.

   South Carolina: Another promising southeastern location.
   4.

   Texas: Enormous potential, but substantial uncertainty over electricity
   and permitting.
   5.

   Pennsylvania: Particularly interesting because of its natural-gas
   resources and existing electrical infrastructure.

Florida is also competitive, but faces its own land-use, water, electricity
and hurricane-related challenges.

I think we may be approaching a situation in which the availability of
electricity, rather than the availability of money or computer chips,
becomes the principal constraint on AI expansion. That could produce some
surprising winners among states that currently receive relatively little
attention in discussions about the AI industry."
*ME: Iceland has lots of freshwater and cheap energy due to hydroelectric
and geothermal power, so would that be a good place to build multi gigawatt
AI data centers?*

GPT: "Iceland is potentially an excellent location for a specialized AI
computing facility in the 300 Megawatt range, but Iceland does not
currently have the electrical infrastructure to accommodate the enormous
multi-gigawatt campuses being contemplated by the largest American
technology companies.  But two other countries probably could accommodate
them,  Norway and Finland. Norway has enormous hydroelectric resources,
Finland has substantial nuclear and other generation capacity, and both
have much larger electricity systems than Iceland. I would investigate
those two countries very seriously as potential European destinations for
gigantic AI computing facilities."

*John K Clark*
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