<div dir="ltr"><div class="gmail_default" style=""><font size="4" style="" face="tahoma, sans-serif"><b style="">Many newly elected Democratic governors have advocated a pause an AI Data Center construction, so I asked GPT the following question:</b></font></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><br></div><font size="4" face="tahoma, sans-serif"><b><span class="gmail_default" style=""><u>ME</u>: </span>What state looks to you like the most attractive for building large data centers in the next few years?</b></font><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><span style="font-family:Arial,Helvetica,sans-serif;background-color:transparent"><br></span></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><span style="font-family:Arial,Helvetica,sans-serif;background-color:transparent"><br></span></div><div class="gmail_default" style="font-family:arial,helvetica,sans-serif"><font size="4"><span style="font-family:Arial,Helvetica,sans-serif;background-color:transparent"><b><u>GPT</u></b>: "I would pay particular attention to these five states:</span><br></font></div><ol><li><div><div><p><font size="4">Georgia: Strong site-readiness measurements, but local opposition is significant.</font></p></div></div></li><li><div><div><p><font size="4">Tennessee: Attractive combination of infrastructure and development opportunities.</font></p></div></div></li><li><div><div><p><font size="4">South Carolina: Another promising southeastern location.</font></p></div></div></li><li><div><div><p><font size="4">Texas: Enormous potential, but substantial uncertainty over electricity and permitting.</font></p></div></div></li><li><div><div><p><font size="4">Pennsylvania: Particularly interesting because of its natural-gas resources and existing electrical infrastructure.</font></p></div></div></li></ol><p><font size="4">Florida is also competitive, but faces its own land-use, water, electricity and hurricane-related challenges.</font></p><p><font size="4">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.<span class="gmail_default" style="font-family:arial,helvetica,sans-serif"> </span></font><span style="font-size:large;background-color:transparent">That could produce some surprising winners among states that currently receive relatively little attention in discussions about the AI industry.<span class="gmail_default" style="font-family:arial,helvetica,sans-serif">"</span></span></p><font size="4"><span class="gmail_default" style="font-family:arial,helvetica,sans-serif"></span><font face="tahoma, sans-serif"><b><span class="gmail_default" style=""><u>ME</u>: </span>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?</b></font></font><p><span class="gmail_default" style="font-family:arial,helvetica,sans-serif"><font size="4">GPT: "</font></span><font size="4">Iceland is potentially an excellent location for <span class="gmail_default" style="font-family:arial,helvetica,sans-serif">a </span>specialized AI computing facility in the 300<span class="gmail_default" style="font-family:arial,helvetica,sans-serif"> Megawatt</span> range<span class="gmail_default" style="font-family:arial,helvetica,sans-serif">, </span><span style="background-color:transparent">but <span class="gmail_default" style="font-family:arial,helvetica,sans-serif">Iceland</span> does not currently have the electrical infrastructure<span class="gmail_default" style="font-family:arial,helvetica,sans-serif"> </span>to accommodate the enormous multi-gigawatt campuses being contemplated by the largest American technology companies.<span class="gmail_default" style="font-family:arial,helvetica,sans-serif">  But two other countries probably could accommodate them,  Norway and Finland.</span></span><span style="background-color:transparent"> Norway has enormous hydroelectric resources, Finland has substantial nuclear and other generation capacity, and both have much larger electricity systems than Iceland.<span class="gmail_default" style="font-family:arial,helvetica,sans-serif"> </span></span><span style="background-color:transparent">I would investigate those two countries very seriously as potential European destinations for gigantic AI computing facilities.<span class="gmail_default" style="font-family:arial,helvetica,sans-serif">"</span></span></font></p><p><font size="4" face="tahoma, sans-serif"><span style="background-color:transparent"><span class="gmail_default" style=""><b style="">John K Clark</b></span></span></font></p><p><span style="font-size:large;background-color:transparent"><br></span></p><p><span style="font-size:large;background-color:transparent"><br></span></p></div>