centers

create the mother of all data centers

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Almost a decade ago we learned about Neom, a Saudi superproject orchestrated to diversify the economy and stop depending so much on oil. Within the ‘crazy things‘ inside Neom, The Line It was the largest: a linear city 170 kilometers long and 500 meters high to house nine million people. The project has been falling apartbut they have found a solution: convert The Line into a data center. You wouldn’t expect anything else, would you? Let’s go with context. Climbing, but downwards. The Line has gone from being the city of the future to something totally different. Over the years, the utopian megaproject of 500,000 million dollars without cars, automated, powered by renewables and that began to be built under strong controversies due to the forced displacement of native tribes it was deflating. Of the 170 kilometers and nine million inhabitants, expectations dropped to 2.7 kilometers long for a population of 300,000 inhabitants. The most recent and independent reports indicated that The Line was unrealizable and that not even a country like Saudi Arabia could bear the cost. There were experts who they pointed that it was something “unmoored from reality.” “New phase”. The problem is that there is already a certain infrastructure built and, being a failure as it already is (and as it is perceived by the rest of the world), the most sensible thing would be to reuse what has already been built to do whatever. And within that ‘whatever’, comes the new gold mine: data centers. In the area where they were going to build the megacity, there is plenty of space to house gigantic data centersbut also some operational advantages. A small part of the land that has already begun to be moved to build The Line. Something will have to be done with the work done From the country they have not said anything because, as we say, swould be accepting a failure of biblical proportionsbut for a few weeks it has been pointed out that this new phase, this conversion to data centers, would allow monetizing what until now has only been a pit of money. They already have the land, the earthworks and part of the electrical connections, and building data centers is easier than ‘pulling’ two skyscrapers kilometers and kilometers long. Neom IA. And this new approach fits with Saudi Arabia’s aspiration to become the global AI node. We have been telling for a few months how Saudi Arabia is investing a lot of money to attract companies that want to build data centers. For example, 7 billion in one fell swoop at NVIDIAhuge investment for build a city-sized data centerand have created a company called Humain in which both NVIDIA and AMD are already involved. The million-dollar purchases are not being restricted to investments in Western Big Tech. In September last year, the Saudi fund (which is ultimately owned by the country) was merged 55 billion dollars in a legendary video game company: Electronic Arts. He didn’t do it for his video games (which, admittedly, are in the doldrums), but to buy cultural influence in millions of homes. It has not been the only billion-dollar movement in the country in terms of video games, since they are now negotiating the purchase of a mobile games company for about 7,000 million dollars. Access to the Red Sea. Therefore, it is evident that the country wants to diversify its economy, even if that means investing astronomical amounts that, admittedly, are still infinitely smaller than The Line’s initial objective. And, apart from money, the Saudis have something equally important: the power to do what they want in terms of energy, territory and access to the Red Sea. data centers They need water to dissipate heat and, although the navy is not adequate (in fact, there is controversy over its freshwater needs), the Red Sea implies an outlet to the rest of the world. As? Through submarine cables. They are deploying cables and that access to the Red Sea would allow the data centers on The Line’s land to be integrated with international fiber optic nodes in Europe or Africa. “We are determined, by the grace and power of God, to achieve the transformation objectives. But we will also not hesitate to cancel or radically change any program or objective if we find that the public interest requires it” – Shura Council on Neom and The Line in September 2025 Challenges. They can also combine gas with renewables like solarwhere it has enormous potential on the ground, although there are some difficulties ahead. For example, temperatures are high and fresh water is scarce, although it could be used in heat exchange systems. Furthermore, the energy required to maintain the humidity and temperature conditions of the server rooms would be tremendous, complicating the design of the infrastructure. Promises and realities. In the end, and as different sources point out in Financial Timesit’s about getting money, diversifying the economy and data centers come into the equation. The location between three continents is good, there is plenty of land and access to both renewable and profitable energy (with projects like that of green hydrogen). And then there is the Red Sea. It certainly seems more likely that we’ll see a gigantic data center before anything else related to the Neom project. Current events are showing that Big Tech They have billions to invest in artificial intelligenceand Saudi pockets are deep to attract anyone. Some of the largest – Amazon, for example, which has just closed its data centers in Saudi Arabia by the Iranian attacks – may be attracted to the sovereign wealth fund. But of course, we will have to see if it is fulfilled. There we have the Jeddah Tower, Mukaabeither pharaonic airportother examples outside of Neom that, for the moment, are nothing more than promises. And Big Tech, with its hunger for computing, needs the data centers of the next decade… for before yesterday. Images | Neom In Xataka | AI is bringing … Read more

Data centers have made the electricity bill more expensive in the US. And the Government has said enough

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Every time you ask a generative AI to solve a problem for you, a server on the other side of the world needs power to process it and cooling to keep from melting down. The problem is that this electricity meter that spins at full speed is not just that of the large technology companies: it is that of the entire community. The AI ​​revolution has a real physical and economic cost that has already begun to hit the pockets of families, unleashing a crisis that has forced the United States Government itself to hit the table. The US government has said enough. According to federal dataresidential electricity prices will increase a national average of 6% in 2025. Citizens, stifled by the cost of living, have begun to connect the dots and point to the huge data centers that are proliferating in their neighborhoods. As detailed Politicalthere are currently some 680 data centers planned in the country, gigantic infrastructures that will require energy equivalent to that of 186 large nuclear power plants. This brutal demand has provoked strong citizen opposition, how to explain Guardiannumerous communities have begun to reject and block these projects for fear that their bills will skyrocket. The pressure has been so strong that the rebellion has penetrated traditionally conservative fiefdoms. According to Financial TimesRepublican legislators in states such as Missouri, Ohio and Oklahoma have suggested halting the construction of data centers, while Florida Governor Ron DeSantis has pushed laws to regulate them and protect families from price increases. Faced with this scenario, Donald Trump’s administration has been forced to intervene. Washington’s “historical pact.” As reported The New York Timesexecutives from Google, Microsoft, Meta, Amazon, OpenAI, Oracle and xAI made the pilgrimage to Washington to meet with President Trump and sign the so-called “Taxpayer Protection Pledge” (Ratepayer Protection Pledge). The objective of the agreement is to shield consumers from rising electricity costs. Technology companies have committed to “build, provide or buy” the new electricity generation resources they need, assuming 100% of the costs of infrastructure and improvements to the transmission network. During the meeting, Trump left a phrase that perfectly summarizes the sector’s reputation crisis: “They need help with public relations, because people think that if a data center is installed, the price of electricity will go up.” The president assured that, thanks to the pact, that “will no longer happen.” For their part, managers such as Ruth Porat (Google) or Dina Powell McCormick (Meta) confirmed their commitment to pay for the infrastructure “whether or not they end up using that energy.” according to statements published by the New York media. We cannot understand this move by Washington without looking at the electoral calendar. Politically, as they point out Financial TimesRepublican strategists alerted the White House that energy inflation was an imminent risk ahead of the midterm congressional elections (midterms). The Democrats, like Senator Mark Kellywere already using citizen anger as a political weapon, calling Trump’s pact a simple “handshake agreement” that was insufficient. And the clash with reality: a network to the limit. On paper, the promise sounds perfect. As the specialized media ironically says Engadget“big tech agrees not to ruin your electricity bill.” However, journalism and energy sector experts agree that there is a gigantic distance from words to actions. As he warns Political, The agreement is, in essence, a voluntary “handshake”, without binding legal force. Rob Gramlich, former economic advisor cited by CNBCremember that the White House has no direct jurisdiction over this matter: the rules of the electric grid are decentralized and depend on the public service commissions of the 50 states. It is they, and not the federal government, who approve how costs are distributed. The damage in some areas has already been done. Argus Media reports that on the PJM network —the largest in the US, covering 13 states and including the world’s largest data center cluster in Virginia—capacity costs have skyrocketed by $23 billion, record rates that are locked in until 2028, making it “virtually impossible” to lower prices for consumers in the short term. An independent watchdog came to describe this situation as a “massive transfer of wealth” from citizens to corporations. Competition for resources is fierce. Abe Silverman, researcher at Johns Hopkins University cited by Politicalcompares the situation to “a bidding war for a ticket to a Taylor Swift concert.” There is a five-year waiting list for gas turbines, and their prices have doubled. This technological urgency not only makes the network more expensive, but is stopping the green transition in its tracks. As they explain Argus Mediathe immense demand for servers cannot be covered quickly enough with renewable sources. This is forcing power companies to delay the closure of polluting coal plants and invest heavily in natural gas generation, perpetuating dependence on fossil fuels. The greatest risk, Silverman warnsis what happens if Silicon Valley is wrong in its growth calculations: “You spend 3 billion to improve the network, and then the data center does not materialize (…) Who is left with the problem? Grandma.” Should Europe demand the same? If we cross the pond, the situation is no less worrying, and the regulatory approach is drastically different. According to data from the European Commissiondata centers currently consume 415 Terawatt-hours (TWh) globally (1.5% of the world total), a figure that, driven by AI, will double to 945 TWh in 2030. In the European Union, consumption was around 70 TWh in 2024 and will jump to 115 TWh by the end of the decade. Europe has launched a mandatory monitoring system under the Energy Efficiency Directive to demand transparency about this consumption and its water and carbon footprint. But in Spain, the problem is already a physical jam in the networks. As we have described in Xataka, The Spanish electrical grid is like a saturated highway to which, suddenly, “a convoy of trucks of industrial tonnage” has arrived. The technical regulations of the National Markets and Competition Commission (CNMC) caused a “cascade effect” that blocked connection permits. The … Read more

energy and data centers

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When talking about Iran’s weapons, missiles are often mentioned. However, a fundamental leg of the country’s war machine is that of kamikaze drones. He Shahed-136 introduced in 2020, known as “loitering ammunition“, has been Iran’s strategic spearhead in the Middle East for years. Also a weapon that Russia has used in the Ukrainian war. After the beginning of the war against the United States and IsraelIran has directed these drones against its enemies. Not against bases, but against the two pillars that can do the most damage to the West. Energy and data centers. The drones. Since the Ukrainian war began, drones have proven to be the most fearsome weapon. There are more homemade ones, there are more sophisticated ones, but they all have something in common: power to destroythey can be operated at a good distance, they are very cheap, it is difficult to intercept them and the most advanced ones can be launched in swarms without risks for the operators. But Shahed’s drones are not like a street DJI with explosives: they are drones with a range of up to 2,000 kilometers that are ideal for attacking very effectively. The key is in the price: they are thrown a lot and, even if many are intercepted, the cost of that interception is extremely favorable for the attacker. It is estimated that a drone costs about $20,000 while a interceptor missile The average is between 300,000 and 400,000 dollars. That relationship is making even the US is using them. Ras Tanura. And it is these drones, and their variants, that Iran is using to attack critical infrastructure. Because they don’t have to hit the targets directly: they just need to land nearby or with the simple threat that they can reach that key infrastructure. We have an example in Ras Tanura. It is one of the largest oil refineries in the world that had to close its doors last Monday. Aramco (the owner) made the decision after debris from intercepted drones fell near the facilities in Saudi Arabia. This caused a crisis in the crude oil market, with the barrel rising in price meteorically and with a lot of Overcrowded cargo ships in the Strait of Hormuz. Data centers. But if power is critical, in the age of AI, data centers have also become a vital infrastructure. That is why these facilities are also in the crosshairs of an Iran that attackeddirectly, two installations of Amazon Web Services, or AWS, on March 1 and 2. AWS presence These are two data centers in the United Arab Emirates, while another Amazon facility in Bahrain also suffered some damage from a third attack. And specifically, computing on EC2 and cloud storage on both S3 and DynamoDB began to experience high error rates. Amazon itself confirmed that “these attacks have caused structural damage, disrupted power to our infrastructure, and, in some cases, required fire suppression activities.” They point out that the water damaged part of the equipment and, as a consequence, their clients should migrate their workload to servers in other parts of the world because the recovery “will be prolonged.” Market with anxiety. This has impacted the market, of course. If in the energy and crude oil segment it is evident that stopping a plant that ‘produces’ 550,000 barrels a day and cutting off a transit area through which passes 20% of the world’s oil has its consequences, which data centers becoming a target has also shaken the market. Major companies related to AI, semiconductors and storage suffered the consequences this past Monday/Tuesday/Wednesday. NVIDIA, Micron, Western Digital, ASML, Applied Materials, SK Hynix and Samsung traded lower on the worst day in recent months. It is not known if components can continue to be transported at the high rate we had if two of the busiest container shipping corridors of the planet suffer an alteration in traffic. But don’t worry, they are already recovering so that the AI wheel keep turning in any way. Images | Goal, Tasnim News Agency In Xataka | Ukraine has shown that wars are no longer won with tanks. They are earned with something that Spain has in its hands: PAMOV

Amazon increases its investment in Spain to 33.7 billion euros. All, of course, for data centers

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amazon has announced that will expand your investment in data centers in Spain, and this amount will now reach 33.7 billion euros in total. Today’s announcement adds 18 billion euros to the 15.7 billion euros of investment announced by 2024. Amazon is going more in Spain. The company has taken advantage of the Mobile World Congress in Barcelona for an announcement that significantly reinforces its strategy in our country. The announcement highlights that there are plans to build facilities for manufacturing, storage and something interesting: server recycling in Spain. The promise of employment. Amazon’s forecast is that this Amazon Web Services (AWS) region, which reinforces its location in Aragónwill contribute 31.7 billion euros to Spain’s total GDP until 2035. They estimate that it will contribute “the equivalent of 29,900 full time jobs on average annually in local companies.” Of that figure, there will be 6,700 full-time jobs derived from Amazon’s direct investment in various areas such as data center operationsemployees of AWS providers, or workers who build the facilities. Supply chain. This investment includes an important part of the business consisting of facilities dedicated to the supply chain. These facilities, according to Amazon, will theoretically generate 1,800 jobs in Aragon. Thus, there will be a factory dedicated to the assembly and final testing of the servers, a logistics warehouse and a facility for the manufacturing and repair of AI servers. Let’s talk about energy… Amazon has not given too many details about what the energy and water needs that these data centers will have. However, it does indicate that they have committed to achieving net zero carbon emissions by 2040. To do this they are investing in 100 solar and wind projects across Spain, including seven new solar farms. According to their data, AWS data centers in Aragon have offset their electricity consumption with 100% renewable energy since opening in 2022. It remains to be seen if that is enough to prevent the Spanish electrical infrastructure, already saturated, from bursting. …and water. There is also talk about how AWS is going to face the water consumption of these centers: “AWS is also committed to returning more water to communities than it uses in its direct operations by 2030. By 2024, AWS had reached 53% of that goal. In Aragon, AWS supports five water projects with an investment of 17.2 million euros.” A pinch of capex. That investment is certainly part of the planned capex that Amazon has estimated for 2026. The total figure is 200,000 million dollarsa notable increase from the 131.8 billion dollars of capex in 2025. Thus, those 18 billion euros ($21.11 billion) at the current exchange rate represent just over 10% of that capex. AWS is doing (very well). Amazon may not be standing out for having its own AI model, but it certainly has value in its cloud infrastructure. In it fourth quarter of 2025 AWS’s revenue was $35.6 billion, achieving the most notable year-over-year growth (24%) in the last three years. It is evident that investment in infrastructure at a global level is working right now, and Spain has benefited from that momentum. In Xataka | Amazon is negotiating to invest 50 billion in OpenAI. The money would go in through the door and out through the window.

Spain had a completely saturated electrical grid. And then data centers arrived to blow it up even more

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Imagine a highway on which not a single vehicle can fit anymore. But the problem is not that there is a lack of asphalt, but that the cars do not know how to drive efficiently and keep kilometer-long safety distances. The Spanish electrical grid was exactly that. It had been operating for years at the limit of its administrative capacity, and suddenly, a convoy of trucks of industrial tonnage and voracious appetite has arrived at the access ramp: data centers. These megainfrastructures, pillars of artificial intelligence and the cloud, promise to water the economy of millions, but their brutal need for supply threatened to burst the seams of an already saturated electrical system. To avoid collapse and not let the reindustrialization train escape, the Government has had to react and radically change the technical rules of the game. Cascading capacity collapse. To understand the collapse we have to look at how our way of consuming energy has changed. The energy transition is profoundly reconfiguring the model throughout the national territory. Requests to connect to transportation and distribution networks have skyrocketed. In addition to the electrification of industry and renewable hydrogen, there is now massive consumption associated with data centers for artificial intelligence. The problem broke out when the National Markets and Competition Commission (CNMC) established a “dynamic criterion” to calculate how much access capacity was available in the areas shared by several network nodes. As detailed by the Ministry for the Ecological Transition and Demographic Challenge (MITECO) in his press releaseapplying this criterion means that a single access requested at a node can cause a “cascading effect that drains capacity in the rest of the nodes that share the area”, blocking requests from dozens of kilometers away. Basically, a large data center asks for passage and, automatically, the system administratively blocks neighboring nodes as a precaution, even if physically the cables have plenty of space. Investments in the air and the ghost of the blackout. The consequences of this traffic jam directly affect the real economy and national security. Real estate and industrial paralysis. The situation is so critical that, as we already mentioned in our previous coverage citing the Asprima employers’ associationlast year only 12% of connection requests for new urban developments were granted. There are 350,000 homes at risk simply due to lack of electrical power. The risk of an electrical “zero”. The Official State Gazette warns that the increase in installations that are not able to withstand “tension gaps” poses a very high risk. If there is a disturbance and these generators are massively disconnected, exchange flows are produced that are incompatible with Spain’s limited interconnections with Europe. As the diary recalls The Countrythe objective is to avoid at all costs a repeat of massive blackouts like the one suffered by the Iberian Peninsula on April 28, 2025. It is not enough to put more cables. In areas limited by this dynamic criterion, it is no longer possible to enable new capacity simply by investing money in reinforcing the network with “more copper.” The expert in the sector Joaquín Coronado sums it up perfectly: the demand must be 100% active; It must provide flexibility and commit to the stability of the system. The Government’s emergency surgery. To unclog this Gordian knot, the Government and regulators have launched a three-way shock plan: The new Royal Decree of MITECO. The Ministry has been brought to public hearing (until March 16) a standard that updates the technical requirements to connect to the network. The master key is that now it is required that the demands “withstand voltage gaps”, do not introduce adverse oscillations and maintain the quality of the wave. By forcing installations not to disconnect in the event of small disturbances, the number of nodes affected in shared areas is reduced. This simple technical measure could bring out 50% more capacity in about 900 knots of connection to the high-voltage network. The “flexible permits” of the CNMC. To put an end to the binary model (either I give you all the capacity or I deny it), the CNMC has proposed four new types of permits, as we already broke down in Xataka. These range from allowing consumption only in certain time slots, to “dynamic” permissions where the operator can remotely disconnect a data center if there is an emergency on the network. The “technical amnesty” for data giants. In parallel, the Ministry of Industry has been urgently removed the “off-peak” requirement. Previously, to receive aid, you had to consume at night, an absurdity for a data center (which operates 24/7) and for today’s Spain, where solar energy has brought down prices at midday. The citizen cost and the fine print. The Government’s maneuver not only responds to a national emergency, but also places Spain as a pioneer on the continent. The country is anticipating the update of the European network codes, deploying a battery of technical specifications simultaneously that is already considered a milestone worldwide, as detailed The Country. In this deployment, the new regulations also settle a historical debt with energy storage: batteries will finally have their own specific regulatory framework, no longer being administratively treated as simple “generation by analogy” facilities. However, this deep digitalization so that the network supports such a complex mode of operation will not come for free, and the bill for modernization will end up looming in the consumer’s pocket. Forecasts for 2026 They already estimate direct increases in citizen receipts, with a 4% increase in tolls and a not inconsiderable 10.5% in electricity system charges. And while citizens assume the technical cost, the data giants – recipients of this regulatory red carpet – prefer to remain cautious in the face of the eternal Spanish bureaucratic obstacle. The technology sector warns that a key piece of the puzzle is missing: If the Government does not expressly include the National Code of Economic Activity (CNAE) corresponding to “Data Processing” in the official list of sectors entitled to receive the million-dollar electro-intensive aid, all … Read more

Data centers in space promise to save the planet. And also ruin the earth’s orbit

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Wikipedia should update its page dedicated to the word “ambition” to include Elon Musk’s photo. The tycoon has announced a megaproject according to which his two companies SpaceX and xAI will work together to launch a constellation of one million satellites that will function as data centers in orbit. The problem is that although the idea It has its advantages, it also has an impact potentially terrible for the future of our planet. Energy efficiency. That is the great advantage of the space data centers that Musk proposes. In space, solar panels can perform optimally without the obstacles posed by Earth’s atmosphere and climate. According to SpaceX, the reduction in the cost of launching its rockets makes space a perfect alternative for AI data centers. The plan. He project that has been presented to the US Federal Communications Commission (FCC) consists of placing these satellites in sun-synchronous orbits between 500 and 2,000 km high. That would allow the satellites to act as interconnected nodes among themselves and also with the satellites of the Starlink network through optical laser links. The plan, of course, will have to overcome important challenges like refrigeration. Dissipating the heat generated by millions of chips in the vacuum of space is complex, since satellites act as “natural thermoses.” And radiation, what? The problem of cosmic radiation will also have to be solved. Advanced chips are very vulnerable to processing errors caused by energetic particles. It seems that AI processors are surprisingly resistant to this type of problembut the deployment of such chips on a massive scale in space could introduce new conflicts. On-site repair, nothing. In today’s data centers, if a problem arises, a technician can physically travel if necessary to solve it. In space, physical repair is not feasible, which would force a strategy of assuming that those chips that become functionally damaged will be completely lost. SpaceX would have to continuously launch substitutes to compensate for this “mortality” of components, which complicates logistics and costs. There are optimistic perspectives in this regard, and for some the bills do work out. Kessler syndrome. But above all there is a latent concern in the field of space security. Launching a million new satellites into already congested orbits multiplies the probability of chain collisions, validating the theory proposal in Kessler syndrome. A single major collision could generate a cloud of debris that would take decades to clear, further threatening climate monitoring missions or even global communications. There are already ideas to “regulate orbital traffic” by coordinating it, and SpaceX has its own “situational awareness” system, Stargazeto avoid problems, but of course, no system is completely perfect. air pollution. Without forgetting that the atmospheric impact is equally worrying. Some are estimated 25,000 Starship flightsand the re-entry of satellites that end their life cycle or die prematurely would cause metals and particles to be released into the upper atmosphere. According to experts, these chemical residues could damage the ozone layer and cause uncertain climate consequences. You can’t see anything. The astronomers, who They had already protested about Starlinkthey will have an even bigger problem with this new idea. The threat to astronomy is clear, because given the altitude and size of these satellites, it is likely that they form a bright band visible even to the naked eye, making scientific observation difficult and even changing the way we see the sunset. Orbital computing may have advantages, but before launching it we should remember that space—especially the space we see—is a shared and finite resource. In Xataka | Starlink’s dominance in space begins to move: another company already has permission for a constellation of 4,000 satellites

Aragón produces so much energy that it no longer knows what to do with it. And that’s great news for data centers

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Aragon has always served as a great battery for the rest of the country, sending gigawatts to the industrial centers of Catalonia or the Basque Country, but now the script has changed. The community now has a “problem” that many would envy: it produces so much energy that it has attracted those who need it most. As if it were a magnet, the technological giants have landed in the Ebro valley to convert the region in what The Country already calls “Spanish Virginia”, in reference to the North American state with the highest concentration of data centers in the world. The x-ray of a bittersweet record. To understand the magnitude of the change, you have to look at the counter. According to the data collected by The Aragon Newspaperthe community once again broke its historical record for electricity production in 2025, reaching 22,365 gigawatt hours (GWh), 2.1% more than the previous year. However, this milestone hides an important small print: the record was not achieved thanks to the wind or the sun, since these fell by 4.8% due to the drought (which sank the hydraulics by 19.1%) and a less windy year. Here comes the bittersweet part, to compensate for the green decline and cover the gap left after the great blackout in April, the gas combined cycles increased their activity by 112.2%. But the data that really confirms the change of era is not how much is produced, but how much is spent. While electricity demand in Spain grew by a modest 2.7%, in Aragon internal consumption shot up by 7.1%, a figure that the provincial media describes as “true structural change” and that it attributes directly to the takeoff of the Amazon Web Services (AWS) complexes in Villanueva de Gállego, El Burgo and Huesca. The rain of millions (and megawatts) This energetic appetite is no coincidence; It is the fuel for an unprecedented investment. As we have explained in Xatakathe autonomous government has given the green light to the expansion of AWS, which contemplates an investment of 15.7 billion euros in a ten-year plan. It is not about building isolated ships, but about creating an “AWS Region” (Europe Spain), a system of eight campuses interconnected by fiber optics that function as a single operational unit protected against failures. But it’s not all servers and algorithms in the cloud. From the Herald have detailed that Amazon will not only save data, but will also build a server recycling factory in Aragon. With an additional investment of 200 million euros, this circular economy plant promises to create up to 1,100 direct jobs, a balloon of labor oxygen that goes beyond highly qualified technical profiles. Jam in the network and flight to Teruel. The Aragonese paradox is that, although there is plenty of energy, there are no “roads” to transport it. The electrical distribution network in the community is at its limit, with an occupancy of 94.3%well above the national average. There is electricity, but there are no free outlets for so much industry. This saturation in the Zaragoza logistics hub has caused an unexpected movement towards “emptied Spain.” As my colleague in XatakaGiven the impossibility of connecting in the capital, AWS has decided to take one of its new centers to La Puebla de Híjar, a town in Teruel with barely 900 inhabitants. The choice is strategic: the N-232 highway acts as the backbone and, there, the electrical grid has the capacity (100 MW guaranteed) to feed the beast. Side B: water and territory. Every revolution has a cost, and in this case it is measured in natural resources. Digital euphoria collides with the physical reality of a dry land. The alarms went off, as reported The Countrywhen Amazon requested to expand its water concession by 48% to cool its servers. The conflict is palpable on the ground, the Gaén irrigation community in Teruel keeps negotiations blockedrefusing to give up water from the Ebro if that compromises the agricultural future of the area. The most critical view brings it Ecologists in Action. Its renewable viewer warns that the deployment is not harmless: there are more than 12,000 hectares of authorized solar plants and thousands of wind turbines in the pipeline. The organization warns that, if all the data center projects in the portfolio are approved, their electrical consumption could reach five times the current demand of the entire community, turning the Aragonese landscape into a continuous industrial estate and drying up its water resources. The new balance. Aragón closed the year 2025 at a fascinating crossroads. How to conclude The Aragon Newspaperthe community continues to be surplus, but less and less. Electricity exports have fallen from 56% to 52% in just one year. The region has achieved what seemed impossible: from being a mere service station to becoming the engine of the digital economy. But the question that remains in the air, between million-dollar investment figures and environmental warnings, is whether the electricity grid and water resources will withstand the weight of being Europe’s hard drive. Image | freepik Xataka | Aragón is not afraid of AI: it has just approved three more new mega data centers in full commitment to renewables

Electric car battery makers are retooling to make batteries… for AI data centers

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In the United States there are a slowdown in the electric vehicle industry, which has caused more and more manufacturers in the sector to convert their business. According to account Financial Times, ten North American factories that produced batteries for electric cars are allocating a good part of their production to energy storage systems for AI data centers. It is the latest industry to readjust around artificial intelligence. The change of course. The media shares data from the consulting firm CRU, which states that these ten plants have canceled enough capacity to produce batteries for 2 million electric vehicles. Of these, seven will focus primarily on the energy storage systems (ESS) market. Among the names involved are Ford, which is converting a factory in Kentucky, and Stellantis along with its partner Samsung SDI, which are converting production lines at its Indiana plant. General Motors is also considering producing its own energy storage batteries, according to declared its head of batteries, Kurt Kelty, to the Financial Times. Why data centers need batteries. Data centers that process AI models require uninterrupted power supply to protect against blackouts or voltage fluctuations. With the construction boom of these centers in the United States, storage batteries have become a critical component of infrastructure. This opens up an alternative revenue stream for automotive companies struggling with electric vehicles. The Tesla example. It is worth taking a look at the numbers of Elon Musk’s company, since in addition to producing vehicles it also manufactures energy storage systems such as Megapack and Powerwall. In this sense, its battery business is turning out to be tremendously profitable, since the company reported income for energy and storage of $12.8 billion in its last quarter, a growth of 27% year-on-year. In 2021, that figure barely reached 2.8 billion. Meanwhile, its revenue from electric vehicle sales has fallen 9% to $64 billion. Political context difficult. Just like account FT, Since the Trump administration eliminated tax incentives for electric vehicle buyers put in place during the Biden era and lowered emissions standards, the electric vehicle market in the United States has seen a slowdown. This has led BloombergNEF to revise its forecast downwards: from expecting electric vehicles to represent 48% of total car sales in 2030, they now project only 27%. Electric vehicles currently account for about 8% of new car sales in the United States. The aid that is maintained. As well as mention In the middle, although these subsidies have been eliminated, the administration retains generous incentives for battery manufacturers: a production credit of $35 per kilowatt-hour and a 30% tax credit for investments in energy storage. In addition, tariffs on Chinese storage batteries are around 60%, allowing manufacturers to produce in the United States at prices close to parity with Asian imports. Between the lines. It is also worth highlighting important nuances. CRU’s Sam Adham counted to FT that battery manufacturers will not necessarily pass on what they save on costs to their customers (they may increase their margins, for what). In addition, according to the FT, the Korean companies that lead the production of storage batteries in the United States have less experience with the lithium iron phosphate technology used by these systems, compared to their Chinese rivals. It is not a total reconversion, for now. Wood Mackenzie’s data suggest that electric vehicles will continue to absorb a greater proportion of battery installations than energy storage until the end of 2030. “If there is a rebound in demand for electric vehicles, companies that have switched to storage systems could be left behind,” said Milan Thakore, an analyst at the consultancy. More sectors than They pivot towards AI. From the Semafor newsletter, also they mention another very interesting sector that is beginning to convert its business towards AI: cryptocurrency miners. And according to Morgan Stanley, facilities dedicated to cryptocurrency mining are seeing a more profitable business in the creation of data centers for AI. The economics of cryptocurrency mining have gotten worse and worse since the reward is lower, and converting these facilities into infrastructure for artificial intelligence is much more profitable. According to the calculations Morgan Stanley, transforming all bitcoin mining facilities in the United States could reduce the electrical capacity deficit for data centers by between 10 and 15 gigawatts. Cover image | CHUTTERSNAP and İsmail Enes Ayhan In Xataka | If AI is the “weapon” of the future, the US is already investing 25% of all world military spending in it

This year more will be invested in data centers than what the US spent to reach the Moon

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We are witnessing live a technological race that is no longer measured only in announcements or demonstrations, but in tangible investments that grow at a speed that is difficult to ignore. In the United States, and also in other regions, large companies are allocating increasing amounts of money to build and expand the infrastructure that supports the current deployment of artificial intelligence services and the expansion of computing capacity that these companies pursue. Some speak of excessive enthusiasm and even a possible bubblebut the money already invested is part of the economic reality of the sector, while the projected figures point to an even larger scale. The question, therefore, is not whether the bet exists, but how big it really is. The numbers. If the first step is to assume that the investment exists, the second is to quantify it precisely. Data collected by The Wall Street Journal They suggest that Meta, Amazon, Microsoft and Alphabet (Google) could concentrate a joint expenditure of up to $670 billion in 2026 aimed at artificial intelligence infrastructure. We are talking about capital outlays associated with data centers, hardware and capacity expansion, not just “brick”. When a single annuity reaches that order of magnitude, the conversation shifts from expectations to measurable economic consequences. Dollars are not compared. What the analysis proposes is not a direct equivalence between amounts spent in different times, but rather a way of measuring the economic weight of each effort in its own historical context. Instead of adjusting old figures to current prices for inflation, the article uses the percentage of gross domestic product (GDP) as a common reference for separate projects over time. That shift in focus shifts the conversation from absolute money to relative magnitude within the U.S. economy. And it is precisely there where the investment associated with artificial intelligence acquires a historical dimension that is difficult to ignore. The investments. Among the great economic milestones that are often used as historical references in the United States, there are episodes as different as the Louisiana Purchase, the railroad expansion of the 19th century or the construction of the interstate highway system, all of them with different relative weights within the economy of their time. Using that same metric, this effort has been estimated around the following magnitudes: Louisiana Purchase: 3% of GDP Railway expansion: 2% of GDP Interstate highways: 0.4% of GDP Apollo Program: 0.2% of GDP As we can see, the planned investment in artificial intelligence infrastructure is around 2.1% of GDP. It’s not the same, but. Historical parallelism functions as a scaling tool, not as institutional equivalence. The large projects with which the current moment is compared were, in many cases, public initiatives financed directly or indirectly by the federal State, while investment in AI infrastructure corresponds mainly to corporate spending. That distinction is important, however, from a strictly economic perspective, the relative size of the effort remains comparable. The State does not pay the main bill. That the bulk of investment is private does not mean that the public sector remains on the sidelines. It’s no secret that the U.S. government influences the pace and shape of deployment through regulatory decisions, permitting, energy planning, and federal land use for new data center infrastructure. This set of levers is not a substitute for corporate capital, and at the same time it fits with a broader strategy aimed at preserving American leadership in the global race for AI. Historical comparison. This ends up pointing out something deeper than a simple number: it indicates the type of priority that a society decides to give to certain technologies at a specific time. When investment in AI infrastructure reaches a relative weight comparable to that of major American economic milestones, reading transcends the technology sector and enters the strategic realm. Images | POT | freepik In Xataka | Daniela Amodei, co-founder of Anthropic: “studying humanities will be more important than ever”

Spain wants to become a “bunker” for data centers with a very clear attraction: cheap energy

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Spain finds itself facing a historic opportunity. In the offices of big technology companies—from Amazon (AWS) until Microsoft or Google—the map of the Iberian Peninsula shines with its own light. The geographical location and the deployment of fiber optics have made the country the ideal candidate to be the great “cloud” of southern Europe. However, there is a toll: these data centers (DPCs) consume electricity at an industrial pace. Only the Community of Madrid investments are played worth 23.4 billion euros linked to these projects, while regions like Aragon see how the demand from these centers threatens to absorb half of all the energy they occurs in the community. But until now, Spain had a barrier to entry: an electrical regulation designed for steel foundries, not for servers. In order not to miss the investment train, the Government has decided to make a move and change the rules of the game. A change of rules in the BOE. The Ministry of Industry and Tourism has activated the legislative machinery. The goal is to allow data centers can access to the Statute of Electrointensive Consumers, a category that until now was reserved for large heavy industry and that allows receiving million-dollar compensation on the electricity bill. In fact, the first step is now official. Through a resolution of the Secretary of State for Industry published last January, the Government has eliminated with a stroke of a pen and as a matter of urgency the main technical obstacle for the 2026 campaign: the “off-peak” requirement. The previous regulations required companies to consume at least 46% of their electricity during the cheapest hours (generally at night) to receive aid. This, which works for a factory that can put on night shifts, is impossible for a data center that operates 24/7. The new resolution considers this requirement fulfilled for all applicants this year, a “technical amnesty” designed to facilitate the entry of new actors. However, it is not an isolated patch. In parallel, the Ministry has submitted to public consultation a Royal Decree Project to reform the Statute in a structural way. The text, whose hearing process has already included the sector’s allegations, explicitly recognizes that the current regulations have been ‘misaligned’ and need to be adapted to strengthen the competitiveness of companies in the face of high energy prices. The end of the tyranny of the night. To understand the importance of this measure, you have to look at the sky. The old rule required consumption at night because, historically, that was when electricity was cheap. But the explosion of solar energy in Spain has changed the paradigm: now, the cheapest hours tend to occur at midday, when the sun shines brightly, generating what experts call the “duck curve” in prices. Maintaining the obligation to consume at night was not only a bureaucratic barrier for data centers, but also economic and ecological nonsense in the Spain of 2026. By eliminating this requirement, the Government not only helps technology companies, but also adapts the law to the reality of an electrical system dominated by renewables. Less bureaucracy and more compensation. The Government’s plan to seduce data centers does not consist of paying for their electricity directly, but rather of shielding them from indirect costs. The reform proposes two courses of action: money and simplification. Compensation of hidden charges: The new Statute will allow subsidizing costs that increase the bill but are not energy consumption, such as contributions to the National Energy Efficiency Fund (FNEE). According to industry sourcesthis charge is around 2 euros per megawatt hour and has a tendency to rise. Alleviating this burden is vital for technology companies’ numbers to turn out green. Administrative facilities: The entrance exam has been relaxed. Along with the elimination of off-peak hours, the BOE has set a new technical ratio (ratio between consumption and added value) of 0.61 kWh/€ by 2026. In addition, cumbersome requirements are eliminated, such as the requirement for very specific long-term renewal contracts, which generated a disproportionate administrative burden. The missing piece of the puzzle. Despite the red carpet rolled out by the Ministry, the sector remains cautious. From SpainDC, the association that brings together data centers in Spain, they value the elimination of the off-peak hour requirement as a “relevant advance”, but they warn that the party has only just begun and they still do not have the official invitation in hand. The problem is bureaucratic, but lethal: the CNAE (National Code of Economic Activity). To be an electro-intensive consumer, your activity must appear on a closed list of eligible sectors. If the Government reforms the technical requirements but does not expressly include the “Data Processing” code (6311) in that list, the reform will be a dead letter for them. “For data centers, the inclusion of the CNAE is a premise. Without it, certification is still not within our reach,” employers warn the Energy Newspaper. Added to this is the underground tension due to the capacity of the network: it is not enough for energy to be cheap, there must be “plugs” available. The Electrical Network It is saturated in key pointsand the sector demands urgent investments so that the promised megawatts actually reach the servers. A seduction in the testing phase. Spain has sent a clear message to international markets: it wants to be Europe’s great data warehouse and is willing to modify its sacred industry laws to achieve it. The BOE resolution for 2026 It is the test of faitha temporary safe passage to prevent the flight of investments. However, the ultimate success of the strategy depends on the fine print that is written in the coming months. If the structural reform of the Royal Decree ends up including data centers in the official list of beneficiary sectors, Spain will have completed its transformation: from a country of sun and sand, to a country of sun and data. Image | freepik Xataka | Meta is spending millions and millions of dollars convincing us of one thing: that data … Read more

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