I’m in today making a simple argument: data centers are creating market-driven demand for American-made industrial tech. This is the kind of industrial renaissance Ds and Rs say they want, but politics are pushing hard the other way. /1
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Transformers, optics, and energy generation are technologies at the center of global competition. From an economic security and jobs perspective, we should be thrilled w demand to make them here & help the U.S. get ahead. and are examples /2
But communities have voiced opposition, in many cases for good reason. As and have argued, we cannot let data centers become an excuse to foist high energy costs on communities. We need policy to manage these costs and make industry work for these
Rare earths and critical minerals are a case study: dirty and unloved, but also essential. Today, it’s a point of widespread agreement that pushing them offshore was a mistake, instead of balancing environmental and community concerns with national security and economics needs /4
Today, I argue we are at a crossroads: data centers offer a chance to build the next gen of critical supply chains here. If we choose to stop them instead of use them to shape energy investments we need and build next gen industry, we may come to regret it.
Very unfortunately your premise is hollow. We won't know demand until LLM and related services are market priced. The demand for advanced data centers is currently exaggerated.
I think the data on GPU rental prices says the opposite! I agree there are market dynamics to be ironed out. But the core argument is that trying to build things is easier with demand.
Well articulated. Data centres are generating strong market demand for indigenous production of transformers, power systems and optics. This presents a real opportunity for the industrial renaissance both sides seek.
Instead, we’ll fight the development of data centers today, then subsidize them in a decade while blaming greedy capitalists for building them overseas instead of at home. 
There’s still time for major leaders at labs to just say “we are gonna pay your utility bills and also fix the sound issue and also other stuff”
Every day they don’t is a losing bet
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adas
@adastroworld
Replying to @ShadowyZephyr
imo it's on the labs for doing ~nothing about this until it got too bad, sucks but that's what happens when you try to push things thru quietly
The anti-sentiment must be fueled by our enemies.
Communities can mandate limitations on water and energy usage.
They don’t have to use swamp coolers, they can use air conditioning.
We need more nuclear plants to support the energy requirements.
corporations aren't just outsourcing jobs overseas, they're also offloading their own industrial development to the states that can be bothered with low-cost energy and lax regulations
Entirely correct, and I made a similar argument writing for
Who cares? You don't hire Americans. You import foreigners to replace us. You are a net negative. What don't you understand about immigration's effect on a culture. Plus they will vote 70-80s left to take your money and worse!