Did they though? From what I’ve read the places where they build get lots of money and infrastructure (not only DC-related) from them.
Whether it’s A16Z tweeting about how the value of all white collar wages is their market or Anthropic basically saying entry level jobs are done.
https://www.wired.com/story/amazon-says-it-is-going-to-stop-...
https://www.wpr.org/news/microsoft-to-stop-using-ndas-with-l...
https://www.npr.org/2026/08/27/nx-s1-5879528/data-center-nda...
I mostly agree with you, and obviously there is a lot of intelligence in the valley, but there doesn't seem to be much wisdom.
I agree there is a profound lack of wisdom in tech, and they seem to be proud of it… like they believe they’ve discovered a workaround.
> I agree there is a profound lack of wisdom in tech, and they seem to be proud of it… like they believe they’ve discovered a workaround.
Even in discussions here I'm constantly put off by comments that are this hand-rubbing talking to oneself about how the "AI haters" are all stupid, or how they can be forced to use or consume things they don't want against their will. It kind of baits all the sociopaths out into the open, because if their deus ex machina is about to show up, why bother with the tedious masking?
> I don’t think you have to be dumb to fail to acknowledge reality.
No, but you can be emotionally stunted to force you to be dumb. Call it narcissism or whatever, but no sense of others or self = constant need to rewrite the world around you, and fearing logic and honesty like a vampire would fear sunlight. A dumb person can learn, people who are forced to act dumb cannot. They are still, effectively, very dumb. They will go to their graves dumber than an illiterate or mentally handicapped person would have. Not knowing a bunch of things that are true is meh... but thinking you know a trillion things that are all just the scab on a wound that happened in childhood, none of them true, and one dumber than the other, now that is astonishingly dumb.
Maybe they didn't predict the magnitude and vitriol of the backlash, but NIMBY resistance to all infrastructure projects has only been growing over the years. For example, wrt solar and wind power. It was obvious data centers were going to see at least as much resistance because you need to build the data centers and more power generation.
Do data centers in space make less sense than build outs in more accommodating countries? Not necessarily. It's not an either/or thing, and it all depends on the concrete bottom line numbers. In space you don't have to worry about managing political winds at all; you control everything. More accomodating countries tend to be poorer with worse infrastructure, so there are more unknown risks. And you don't need to develop or manage a foreign workforce, which is why 100% of Silicon Valley jobs didn't instantly jump to India or Poland.
Another way to think about it is whether orbiting data centers can be solar powered. Few people seem to think they can't. The amount of area you need to dissipate the incoming solar energy is approximately similar to what you need to capture it, so if you can do the later you can do the former.
Is it actually financially viable at all? And if so what fraction of data center build-out is sustainable at the increased marginal costs? I dunno. I agree there's probably some irrational exuberance involved in analyses. But don't underestimate the time value of money, marginal cost structures, and related financing and RoI dynamics.
[1] Convection effects are also involved, but that cuts both ways as the atmosphere is also radiating back at you, which is much less of a problem in space. A significant fraction of the net cooling is pure radiative.
You ignore global geopolitics at your own peril. In space you have no government to protect you when a hostile nation state blows up your infrastructure.
Because the backlash isn't actually about the data centers, it's about AI. 80% of the complaints about data centers are nonsense and the remaining 20% only apply to the ones where they're doing something that isn't actually required, like burning fossil fuels to power them.
Which you can tell because the demands look like "stop building data centers" rather than "to build one you have to add 110% as many watt hours in new non-fossil fuel generation to the grid as you use".
https://www.govtech.com/question-of-the-day/how-many-anti-da...
In seriousness this is an example of the previous point. Rather than engaging with the issue the tech/DC industry seems to think they can wordplay their way out of it by quibbling about irrelevant technical details and people are primed to get extremely angry at grinfucking type behaviour nowadays.
- America. Much harder since the elections. Not appealing.
- Europe. Doesn't have enough electricity with anti-AI, anti-big tech and high tax governments. Not appealing.
- Latin America. Expensive, likely to have your assets appropriated by socialists. Not appealing.
- Africa. No.
- Middle East. Your GPU cluster might get blown up. No.
- China. To some extent yes. Plenty of power and space, pro-AI government, but many companies don't want to send their IP to a country famous for copying it and they're still under GPU sanctions.
- Japan, Korea, etc. Maybe. They're not really famous for big datacenters though.
- Australia, Canada. Possible, but you're exposed to Europe-style political risks.
There just aren't many places on Earth where it's realistic to build and operate AI datacenters once political issues and grid constraints are taken into account.
I had to laugh. Not sure what Kool Aid you’ve been drinking, but you should stop.
It’s far more likely the American companies will appropriate the government, as it has happened much too frequently, especially in Latin America.
https://www.brasildefato.com.br/2026/01/30/brazil-advances-a...
They also love pressuring tech companies over content, something much easier if they have expensive assets in the country.
There are still court cases pending over Venezuela's expropriation of assets.
https://tlblog.org/d-c-circuit-allows-venezuela-expropriatio...
Argentina was seizing multi-billion dollar oil firms as recently as fifteen years ago.
You're going to say, but those aren't datacenters. No, because nobody builds big datacenters in Latin America, because they have a history of nationalizing valuable assets.
Tech companies operating in a country have to comply with said country’s laws. In the specific case of Brazil, compliance with judicial orders is not optional. I remember Twitter was blocked because Elon tried to be non-compliant by firing everyone and thus having no representative in Brazil. It obviously didn’t work. The US forced similar adjustment on TikTok and doesn’t seem to hesitate trying to impose American laws outside its territory.
Most countries consider mineral resources to be state-owned if they are located within their national borders. Bribing officials and installing puppet governments only takes you so far, and occasionally local governments grow backbones to allow them to oppose exploitation.
And courts in the US have no jurisdiction outside their borders. If there is a legitimate complaint, it can be brought to the WTO or other similar international court. Unfortunately, in order to avoid prosecution for war crimes, the US chose not to be part of the ICC.