The infrastructure of progress

More intelligence
demands more power.

Data centers turn electricity into the compute behind cloud software, payments, media, science, and AI. Expanding them is a build challenge—not a reason to stop progress—and it requires the power, grid, and safeguards to match.

THE LIVE SYSTEM
01POWER
02COMPUTE
03DISCOVERY
04ABUNDANCE
FACT · 20234.4%of U.S. electricity used by data centers
FORECAST · 203011.8%LBNL reference case · 9.5–15.3% range
CONVICTIONBUILDscarcity is not a strategy
01
The optimistic thesis

A civilization-scale
flywheel.

Nearly every networked task—search, streaming, payments, maps, cloud storage, remote work, science, and AI—depends on physical servers in data centers. More compute can turn energy into better tools, discoveries, and lower costs; the flywheel compounds if we build it.

01POWERabundant · reliable · deliverable
02COMPUTEcloud · payments · media · AI
03DISCOVERYscience · medicine · engineering
04ABUNDANCElonger lives · better tools · lower costs
FACT observed FORECAST modeled CONVICTION what we should choose
02
The whole ledger

The answer is still
capacity.

Rising power use is not itself a failure. The failure would be adding enormous loads without the generation, wires, water planning, and emissions controls to serve them responsibly.

MEASURED · 2023176TWh

4.4% of U.S. electricity

Real demand serving the shared digital economy—not energy disappearing into a void.

DIRECT WATER · 202317.4B GAL

Cooling water consumed on site

LBNL also estimates about 211B gallons indirectly through electricity generation. National totals do not erase local watershed risk.

GRID EMISSIONS · 202361MMT CO₂e

Associated with the power mix

Not an immutable property of compute: cleaner generation lowers it; new fossil generation raises it.

MODELED · 2030521–843TWh

The power range is wide

Even the low case demands new generation and transmission; the high case makes delay untenable.

The impacts are real and malleable. Cooling choices drive direct water; the power mix drives most indirect water and carbon; combustion drives local air pollution.

03
Honesty is not pessimism

No scarcity.
No free ride.

The honest case is not that impacts are zero. It is that they can be measured, priced, located, and reduced without choosing digital stagnation.

POWERAdd supply before loadGeneration · transmission · flexibility
WATERFit cooling to the watershedDirect · power-sector · reuse
AIRControl combustion pollutionGrid mix · NOₓ · PM · backup hours
COMMUNITYProtect existing residentsRates · noise · setbacks · land
04
The greenlight standard

The presumption
should be yes.

When a project can meet four enforceable conditions.

01
BRING THE POWER

Add or contract for generation that is real, dependable, and deliverable where the load connects.

02
PAY THE FULL COST

Cover grid upgrades and stranded-asset risk instead of passing speculative infrastructure to households.

03
MEASURE AND CUT THE FOOTPRINT

Publish direct and electricity-related water, emissions, and generator operating data—then drive each down.

04
PROTECT THE NEIGHBORS

Fit cooling to watershed limits; enforce noise, setbacks, air permits, and local benefit agreements.

THE POSITIONIf a data center brings the power, pays its way, discloses its footprint, and protects its neighbors, build it.
The intelligence age needs an energy age

Build the power.
Build the future.

The virtual world is physical: every cloud service, model, stream, payment, and shared file runs on machines somewhere. Build the cleaner, more abundant power system that lets those machines—and the discoveries they enable—scale.

Read the source ledger