My new thing with articles like these: just search for the word "water".
I think that what is really behind the AI bubble is the same thing behind most money, power, and influence: land and resources. The AI future that is promised, whether to you and me or to the billionaires, requires the same thing: lots of energy, lots of land, and lots of water. Datacenters that outburn cities to keep the data churning are big, expensive, and have to be built somewhere. The deals made to develop this kind of property are political — they affect cities and states more than just about any other business run within their borders.