These generators polluted the nearby historically black neighborhoods in Memphis Tennessee with nitrogen oxides. Residents are afraid to open their windows, with the elderly, children and those suffering from conditions like COPD particularly affected. Lawsuits alleging environmental racism are pending.
xAI says cleaner generators will be installed but I think this episode shows that we cannot allow public interests to be compromised by private sector so easily just because they scream: Jobs! Investment!
My takeaway is they get it correct enough but no deep insight on the power generation industry.
I was surprised by and learned a few things from the article though. Definitely gives me some ideas of reaching out to old contacts to see if there’s any opportunities with building models and analytics for the new demands.
Focusing on Bloom is fun because they’re new and startup vibes but Innio and cat are really having a resurgence of demand with their generators and building diesel/natg engines is much simpler than gas turbines. I’m sure the heads at GE wish they hadn’t sold that off now.
On steam/gas turbine blade manufacturing there most certainly are more big players than 4 and many US based. You have to remember this is an old industry with existing supply chains and maintenance companies.
As long as the demand for new data centers doesn’t lose steam these onsite options will continue to flourish. Fed grid access builds are currently a 10+ year wait and they are reworking the system to be “fast”, only 5-6 years for build outs now. They’re also changing how the bidding process works which was touched on here. You need skin in the game if you want to be taken seriously now. There’s so many requests from companies arbing who can give them the best deal/timeline. Now you need to put money up if you even want a call back.
So the benchmark is achieving human-like intelligence on a 100W budget. I'd be very curious to see what can be achieved by AI targeting that power budget.
Yes, all sources are biased, but some are useful. And I know that it's hard to get solid data on this from AI companies, but we must have at least a rough estimate?
Please don't tell me to ask ChatGPT about it :)
It didn't make long-term sense for our world before AI. It makes no more sense with AI.
However, it is worth saying that xAI’s “solution” was illegal, unhealthy for the local constituents, and stinks of corruption, https://insideclimatenews.org/news/17072025/elon-musk-xai-da....
Why is no one talking about the "other grid" capacity here?
Natural gas at this scale cannot be delivered by truck. It's piped in direct from fields, typically.
When do we run out of natural gas "grid" capacity in these locations? I can't imagine we're that overbuilt compared to the electrical grid itself?
The big freeze in Texas is a recent example of the natural gas grid having localized "brownouts" due to a few factors - one of which being the demand of all the natural gas peakers trying to fire at once.
Seems like this is the next infrastructure piece to have a supply crunch to me? There are places (North Dakota) so contranstrained by capacity to deliver gas to the "grid" that they simply flare it off because it's cheaper to pay the government to do that vs. lay pipe. This implies to me that natural gas is about to become more valuable.
It's not the grid's technological limitation. We could have lived in a world with a more connected grid, more nibble utility commissions, and a lot less methane/carbon emissions as a result of it
I also love how you can see the physical evidence of them pitting jurisdictions against each other from the satellite photos with the data center on one side of a state border and the power generation on the other.
I think the first 5 states have this in common: there are lots of coal burning power plants that were shut down, but can be restarted and hooked to the grid on a relatively short notice. The grid is also quite good in this region.
In Texas, it is likely that new power can be generated with a combination of solar, wind, gas, and fast permitting.
I don't have an explanation for Georgia.
For Arizona, and perhaps Nevada and Utah too, I think it is likely to be solar.
[1] https://www.axios.com/2025/12/18/data-center-growth-map-stat...
*greed.
We are well past the point that any economic growth at all is anything but a distribution of income problem.
This seems like a big reach for me. Their largest engine (and it is absolutely massive) "only" produces 80MW of power. The Brayton cycle is unbeatable if you need to keep scaling power up to ridiculous levels.
> Eighteen months ago, Elon Musk shocked the datacenter industry by building a 100,000-GPU cluster in four months. Multiple innovations enabled this incredible achievement, but the energy strategy was the most impressive.
> Again, clever firms like xAI have found remedies. Elon's AI Lab even pioneered a new site selection process - building at the border of two states to maximize the odds of getting a permit early!
The energy strategy was to completely and almost certainly illegally bypass permitting and ignore the Clean Air Act, at a tangible cost to the surrounding community by measurably increasing respiratory irritants like NOx in the air around these communities. Characterizing this harm as "clever" is wildly irresponsible, and it's wild that the word "illegal" doesn't appear in the article once, while at the same time handwaving the fact that permitting for local combustion-based generation (for these reasons!) is one of the main factors to pushing out timelines and increasing cost.
[1] https://time.com/7308925/elon-musk-memphis-ai-data-center/
[2] https://www.selc.org/news/resistance-against-elon-musks-xai-...
[3] https://naacp.org/articles/elon-musks-xai-threatened-lawsuit...
Wow, "truck-mounted gas turbines"? Who else could have mastered such a futuristic tech in so short a time? Seriously, who wrote this? Grok? And let's ignore that this needless burning of fossil fuel is making life on Earth harder for everyone and everything else.
So they solved the power problem by consuming more fossil fuel. Got it.
wow, that's some logic. Environmentally unsound means of extracting energy directly damage the ecosystem in which humans need to live. The need for a functioning ecosystem "dwarfs" "problems" like billionaires not making enough billions. Fixing a ruined ecosystem would cost many more billions than whatever economic revenue the AI generated while ruining it. So if you're not harnessing the sun or wind (forget about the latter in the US right now, btw), you're burning things, and you can get lost with that.
This kind of short sighted thinking is because when folks like this talk about generating billions of dollars of worth, their cerebellums are firing up as they think of themselves personally as billionaires, corrupting their overall thought processes. We really need to tax billionaires out of existence.
was why not solar ? Yeah Hydrocarbons have no competition if you have to deploy power quickly
1.2GW is a small turbine - compared to the land & battery needed for Solar.
how about Gas ? if you're building in the middle of nowhere ? & there's no gas lines ?
Citation needed.
That said, it is all pretty impressive.
Natural Gas supply problem: worsened
Carbon in the atmosphere problem: worsened
LLMs/diffusers are inefficient from a traditional computing perspective, but they are also the most efficient technology humanity has created:
> AI systems (ChatGPT, BLOOM, DALL-E2, Midjourney) and human individuals performing equivalent writing and illustrating tasks. Our findings reveal that AI systems emit between 130 and 1500 times less CO2e per page of text generated compared to human writers, while AI illustration systems emit between 310 and 2900 times less CO2e per image than their human counterparts.