Quietly, Big Tech are ceasing to be exclusively technological companies to be something else: energy

Big technology companies not only compete for AI engineers. Now they also do it by energy profiles. And it is no wonder, because without the electricity that powers mammoth data centers necessary for AI tools to remain operational, the AI ​​race slows down. A bottleneck. AI has become the strategic axis of Big Tech, but its biggest bottleneck is no longer the talent around its systems, but access to energy. Data centers training and running larger and larger models consume massive amounts of electricityand guaranteeing that supply has become a business priority. According to account According to CNBC, with data collected by Workforce.ai, the hiring of energy-related profiles grew by 34% year-on-year in 2024. Numbers. As the media reports, a similar jump also occurred last year, with a level of energy profile hiring 30% above that of 2022, just before the explosion of generative AI after the launch of ChatGPT. The main reason is structural, since data centers represented approximately 1.5% of global electricity consumption in 2024, after growing 12% in five years, according to data of the International Energy Agency. Everything indicates that this demand will continue to increase as new AI infrastructure is deployed. What profiles are you looking for?n the Big Tech. According to stands out the middle, Technology companies are looking for much more operational positions: experts in energy purchasing, electricity markets, grid connection and energy strategy. CNBC reports that these positions are directly linked to ensuring real supply, not only to improving the environmental image of companies. Furthermore, not everything is about guaranteeing supply at any cost, but also about ensuring that electricity can be obtained in the most efficient way possible. Who is winning the talent war. Amazon and Microsoft lead in volume of energy signings from 2022, according to point the middle. Amazon has more than 600 additions (including AWS), while Microsoft has more than 570. In the case of the latter, in 2024 signed Carolina Dybeck Happe, former chief financial officer of General Electric, as chief operating officer, a gesture that many interpret as a strategic commitment to integrate energy and management on a large scale. Google, for its part, has accelerated in recent months with more than 300 hires, incorporating profiles from both large energy companies and the academic world. Between the lines. The strategy is not limited to hiring people. Big tech is also buying other companies. Alphabet, Google’s parent company, agreed the acquisition of data center company Intersect for about 4.75 billion dollars. At the same time, they outsource key phases such as the construction of infrastructure, relying on temporary contracts to manage projects, land and works. The clash with the traditional energy sector. The medium too points outthrough data provided by specialized consulting firms, that more and more senior energy infrastructure professionals are considering making the leap into technology, attracted by higher salaries and projects linked to data centers. The problem is that the most in-demand profiles, such as energy strategy or grid connection, were already scarce in the traditional and renewable energy sector. This has led to a tighter and more competitive talent market. Not everything is direct absorption. Some analysts also see opportunities for electricity companies. Travis Miller, energy and utilities analyst at Morningstar, explains to CNBC that the magnitude of the demand makes it unfeasible for Big Tech to do everything on their own. In many cases, they will rely on traditional public service groups to develop infrastructure and operate networks, which can translate into new revenue and employment in the sector. And now what. The border between technology and energy is being diluted in a very interesting way. Meta, Amazon, Google or Microsoft already sign long-term power purchase agreements, even with nuclear projectsand some have requested permits to trade electricity and sell surpluses to the grid. “There are technology companies that are becoming energy companies,” account Daniel Smart, CEO of The Green Recruitment Company, in the middle. Of course, for now, only to feed its own AI. Cover image | Microsoft In Xataka | AI is creating a new paradigm of success: products that everyone uses but have to close due to lack of income

fusion energy no longer has a ceiling

For four decades, nuclear fusion scientists have lived under the shadow of a figure: the Greenwald limit. Something that, in essence, is the “glass ceiling” of the reactors tokamak type and that supposedly prevents them from producing more energy than they could. But the one known as the China’s ‘artificial sun’ has broken this ceiling completely, and on top of it in a stable way (surpassing the European model). The Greenwald Wall. To understand the achievement, you must first understand the problem. In a fusion reactorthe power you generate depends on the square of the density, this way, The more density there is inside the reactor, the more energy it will produce.. However, in 1989 the physicist Martin Greenwald formulated a rule that has remained unbeaten: there is a maximum density. If this maximum density is exceeded, the plasma inside the reactor becomes unstable. What does this mean? Well, if this line is passed, the edge of the plasma cools down too much due to radiation, the electrical current contracts and the reactor suffers a disruptiona sudden stop that can even damage the reactor structure. Bordering the limit. In this way, nuclear physicists have always been very attentive to this limitsince exceeding it can generate great chaos in a nuclear power plant. But logically what is always sought is to get the most out of all the resources available, which is why they have always been working very close to this limit, but never without exceeding it. Until in the end it has been possible to overcome it and remove this limitation from the ‘speedometers’ of nuclear energy. The study. The researchers They have achieved this fact, as they have reported in their article published in Science Advancewhere they point out that they have managed to achieve stable densities of between 1.3 and 1.65 times the Greenwald limit. It was not by brute force, but by experimental “finesse”. Something that they have been able to achieve within the Chinese Artificial Sun. This means that the reactor has been able to work at 165% of its maximum theoretical capacity without suffering any disruption. It is as if we had discovered that an engine designed to go 200 km/h can travel at 330 km/h constantly and without overheating. How has he achieved it? The key has not been just to “put in more gas”, but to change the way in which the Artificial Sun interacts with its own walls. Unlike other reactors, the Chinese Artificial Sun has tungsten on its walls, which is a metal that withstands heat better and makes the plasma less dirty. In addition to this property of its walls, The researchers used high-power microwave waves to heat and “clean” the plasma just before ignition. This is in addition to the fact that they were able to validate a new theory that says that, under certain conditions, the plasma “organizes itself” to move away from the walls and remain stable, even if the density is extreme. Real energy. What China’s Artificial Sun has shown is that the “density-free” regime is real. This changes the rules of the game for ITER (the large international reactor being built in France) and for the future CFETRthe reactor with which China hopes to begin pouring fusion energy into the electrical grid before 2040. Its importance. With this new milestone, making giant reactors will no longer make sense, since with this new theory we no longer need gigantic machines to obtain the same energy. Furthermore, by operating in this new regime, the risk of plasma damaging the reactor is drastically reduced, since you will not be “playing” with the limit. But the most relevant thing is that it has been seen that the denser the plasma is, the closer we are to “ignition”, the point where the Artificial Sun generates more energy than it consumes. This may mean that we are closer to the longed for infinite energy. Images | Daniele La Rosa Messina POT In Xataka | China has discovered an energy source so massive it potentially lasts 60,000 years. The bad news: it’s thorium

Energy companies are switching from oil to MW. The new mine is the support for data centers

Gluttonous artificial intelligence and its demanding data centers are reshaping the decarbonization plans. When the world had begun a journey towards renewableswith countries like Chinaand Europeans betting big, and even some US states getting on the traindata centers arrived with needs that were almost impossible to satisfy. At the end of December 2024 we already have that data center consumption had skyrocketedpushing big technology companies to bet so much on renewable as, above all, for immediate access energy such as gas and even coal. Some were even aiming for nuclear to be able to operate. Shortly after, in January 2025, a Reuters report noted that European energy companies, which had embarked on a path of commitment to renewables, were doubling down on oil and gas. Giants like BP and Shell slowed down their investments in clean energy to return to fossil fuel projects. But it’s not all about where data centers extract energy from, but rather who provides them infrastructure. And that, and not so much oil or gas, may be the next energy mine. The new oil mine In an article of Financial Times It is suggested that the fleeting growth of data centers is generating a market that energy companies do not want to miss. As demand for traditional drilling weakens (although it is something that goes by “neighborhoods”), energy sector groups such as Baker Hughes, Halliburton or SLB are taking advantage to pivot to the data center sector. Not building them, not just supplying energy: supporting logistics. Taking advantage of their knowledge of the energy sector, these large companies would be providing equipment such as turbines and power generation systems to those who own data centers, but they also provide generators, batteries, dissipation systems and all the necessary framework to maintain correct energy efficiency. They would also oversee the team. It is, in short, what they already know how to do, but applied to a new sector such as data centers. Because these three examples are not typical oil companies, but technology providers for other companies to extract gas or oil. All three provide services to companies with oil fields, but also supply technology such as gas turbines, compressors or systems. LNG and they were inside sectors such as new energywith carbon capture and storage systems. All of this resonates with the idea that ‘Big Tech’ had when they began to build huge data centers, until they saw that increasingly demanding equipment needed more immediate and stable sources of energy. Data centers = El Dorado It is estimated that US electricity demand will increase by 90 GW -a real nonsense- from now to 2030 only to power the data centers. Traditional electrical grids may not support this load, and it is at that point that these companies that provide energy services They seem like a key entity. Pivoting toward artificial intelligence infrastructure is “key to the evolution of oil and gas,” said Lorenzo Simonelli, CEO of Baker Hughes. And it makes sense when we see that the number of US oil rigs contracted 7% year-over-year in 2025, margins have contracted and demand for drilling services is in interdict. On a business level, it is a masterstroke. Hypothetically speaking, when the new oil crisis arrives and the fall of the market for both crude oil and gas, companies that have pivoted to data centers, going from being service providers for energy companies to being service providers for ‘Big Tech‘, they will not have to take a turn in their strategy because they will already be where the money will be. Because that’s another question: whether the new MW gold for AI will be a lasting business or a passing fever. Image | freepik and Harpagornis In Xataka | The problem with renewables is what to do when there is excess energy. China believes it has the answer with a unique turbine

The artificial intelligence race is pushing the US towards an unexpected energy solution: looking to the military sphere

The artificial intelligence race is not only being fought in laboratories, chips or data centers, it is increasingly being played in the field of energy. In the United States, the accelerated growth of electrical demand associated with AI has exposed a barely visible fragility: the network is not expanding at the same pace as technological ambitions. This imbalance is forcing us to look beyond conventional solutions and reopen debates that seemed closed, including some that connect directly with the military sphere. What has been put on the table. HGP has submitted an application formal to the United States Department of Energy to redirect two nuclear reactors removed from Navy ships to a civil project linked to data centers in Oak Ridge, Tennessee. The request was channeled through a letter addressed to the Department’s own Office of Energy Dominance Financing, and is part of the so-called Genesis Mission promoted from the White House. According to the documentation, the installation could provide between 450 and 520 megawatts of continuous electricity, aimed at intensive and stable consumption. The main argument in favor of this idea is time. Faced with the construction of new civil reactors, whether large plants or smaller designs, which tend to move on long schedules, or the start-up of large gas plants, also conditioned by permits and infrastructure, the reuse of existing reactors is proposed as a way to gain speed. The logic is simple: start from equipment that is already manufactured and tested, and convert it into a firm supply for the network. It is, at least on paper, a way to add base power while other solutions mature. Behind the scenes of the proposal. The initiative does not come from a newly created startup or from an unknown actor in the energy sector. HGP Intelligent Energy It is a recently created division, but it is presented as part of a developer with previous experience in the US market, supported, according to the company itself, in energy storage projects, electric mobility and development of network-scale assets. At the helm is Gregory Alvaro Forero, president of the division, which appears on your LinkedIn profile as president of HGP Storage since November 2013. That detail helps frame the approach outside of the improvised company pattern. What technology would be reused and at what price. The reactors cited in the proposal come from the US naval nuclear fleet, where aircraft carriers operate with two reactors and submarines typically operate with one. Models A4W, manufactured by Westinghouse, and S8G, developed by General Electric, are mentioned. Adaptation for civil use would have an estimated cost of between one and four million dollars per megawatt, and the project would also require between 1.8 and 2.1 billion dollars in private capital for associated infrastructure. The proposal includes revenue sharing with the Government, a fund for future decommissioning and the intention to request a loan guarantee from the Department of Energy, with a first phase “as soon as 2029”. Just because the idea sounds direct doesn’t mean the path is. Bloomberg notes that Reusing military reactors for civilian use would be unexplored territory, and inevitable questions arise: how is it authorized, who operates, under what standards and with what responsibilities if something fails. Coordination between federal agencies and regulators also comes into play, as well as the logistics of moving and adapting equipment designed for ships, not a grid-connected plant. For now, everything remains at the proposal level. Energy sovereignty as a security argument. HGP tries to support its approach with a framework that goes beyond electricity for data centers. In its materials, the company summarizes the idea with an explicit equation, “Energy Supply Chain Sovereignty = National Defense,” and links supply chain resilience to the country’s ability to secure strategic infrastructure, even noting how geopolitical events or social media posts by managers can affect operations and investments. It is the story with which it seeks political and institutional legitimacy. To reinforce the idea that naval nuclear is not synonymous with improvisation, the context of the World Association of Nuclear Operators enters. According to WANOthe US Navy has accumulated more than 6,200 reactor-years of experience without radiological incidents, with 526 reactor cores, as of 2021. The association attributes that history to the standardization of systems, maintenance and quality of training. It is a relevant fact for the public debate, but it does not close it: a solid record in a military environment does not automatically imply that the jump to civilian use will be immediate or easy. Images | General Dynamics Electric Boat | Igor Omilaev | İsmail Enes Ayhan In Xataka | The race to bring data centers to space promises a lot. Physics says otherwise Images | General Dynamics Electric Boat | Igor Omilaev | İsmail Enes Ayhan In Xataka | The race to bring data centers to space promises a lot. Physics says otherwise

Something is going wrong with AI. The US is turning to energy solutions that it thought were buried to power data centers

The race to develop and operate increasingly powerful artificial intelligence models comes at a cost that is rarely at the center of the technological narrative. It is not in the chips or the software, but in the huge amount of electricity needed to keep active data centers running around the clock. In the United States, this pressure is already being translated into concrete decisions: polluting power plants that were in retirement are being restarted to cover increasing peaks and tensions on the grid. The paradox is evident, the most ambitious advance in the technology sector depends, for the moment, on energy solutions from another era. The problem is not so much an absolute shortage of electricity as a time lag. The demand for data centers linked to AI it’s growing much faster than the ability to launch new electrical generation, especially renewable, in short terms. Building large energy infrastructures takes years, while these complexes can advance in much shorter time frames. Faced with this temporary shock, network operators and electricity companies are turning to what already exists and can be activated immediately, even if it is more polluting. PJM in context. The clash between electricity demand and supply is perceived with special clarity in the PJM region, the largest electricity market in the United States, which covers 13 states and concentrates a very significant part of the country’s data centers. We can understand it as a large regional electricity exchange that coordinates generation, prices and network stability in real time. There, the growth of data centers linked to AI is putting to the test a system designed for a very different consumption pattern, making PJM the first thermometer of a problem that is beginning to appear in other areas. What is a central peaker. The calls central peakeror peak, are facilities designed to come online only during short periods of peak demand, such as heat waves or winter peaks, when the system needs immediate reinforcement. They are not designed to operate continuously, but to react quickly. According to a report According to the US Government Accountability Office, these facilities generate just 3% of the country’s electricity, but they account for nearly 19% of the installed capacity, a reserve that is now being used much more frequently than expected. South view of the Fisk plant in Chicago The case of the Fisk plant, in the working-class neighborhood of Pilsen, in Chicago, illustrates well how this shift translates on the ground. It is an oil-fueled facility, built decades ago and scheduled to be retired next year, that had been relegated to an almost testimonial role. The arrival of new electrical demands associated with data centers changed that equation. Matt Pistner, senior vice president of generation at NRG Energy, explained to Reuters that the company saw an economic argument to maintain the units and that is why it withdrew the closure notice, a decision that returns activity to a location that many residents believed was in permanent withdrawal. When the price rules. The change is not explained only by technical needs, but also by very clear market signals. In PJM, the prices paid to generators to guarantee supply at times of maximum demand skyrocketed this summer, more than 800% compared to the previous year. An analysis by the aforementioned agency shows that about 60% of oil, gas and coal plants scheduled for retirement in the region postponed or canceled those plans this year, and most of them were units peakerjust the ones that best fit in this new scenario of relative scarcity. The bill for this energy shift is paid above all at a local level. The power plants peaker They tend to be older facilities, with lower chimneys and fewer pollution filters than other plants, which increases the impact on their immediate surroundings when they operate more frequently. Coal is also postponed. The phenomenon is not limited to power plants peaker fueled by oil or gas. On a national scale, several utilities have begun to delay the closure of coal plants that were part of their climate commitments. A DeSmog analysis identified at least 15 retirements postponed from January 2025 alone, facilities that together represent about 1.5% of US energy emissions. Dominion Energy offers a clear example: In 2020 he promised to generate all its electricity with renewables by 2045, but after the company projected that data center demand in Virginia will quadruple by 2038, it is now taking a step back. Images | Xataka with Gemini 3 Pro | Theodore Kloba In Xataka | A former NASA engineer is clear: data centers in space are a horrible idea

AI doesn’t just live on chips, it also requires massive energy, so Google has bought an energy company

The AI needs a lot of energy and technology companies are already planning how to power their huge data centers. On the table there are such creative ideas as take them to space either submerge them in the sea to reduce its consumption. Google has opted for a more immediate solution: it has purchased an electricity company for data centers. The agreement. Google has purchased Intersect Powera company dedicated to developing energy infrastructure, including renewable energy sources, for data centers. Google has paid $4.75 billion for the San Francisco-based company, in addition to assuming its debt. According to Sundar Pichai: “Intersect will help us expand our capacity, operate with greater agility in the construction of new power generation facilities in line with the new load of data centers, and reinvent energy solutions to drive innovation and American leadership” Why it is important. The agreements of AI companies are usually focused on computing capacity, not energy. This agreement underscores the importance of energy in AI infrastructure, putting it on the same level as the very chips it powers. Data centers are being developed at a brutal pace and energy is presenting itself as a bottleneck. Satya Nadella already said it: there is no power for so many chips. It’s Google ensuring enough “food” for its chips. Yontersec. Google’s relationship with Intersect began just a year ago, when big tech acquired a minority stake in the company. Under this collaboration, several projects have come to light in their data centers. Both these projects and all Intersect personnel are part of the agreement. What the agreement does not include are other company assets, mainly located in Texas and California, worth 15 billion. These will continue to operate under the Intersect brand. Energy. In 2023, data centers already accounted for 4% of the energy consumption of the entire United States, and at the rate at which they are being built, the figure will continue to increase (there is talk of 12% by 2028). The problem is that US electrical infrastructure cannot support that pace and is having consequences for consumers through price increases in electricity. Google assures that with this agreement it will be able to guarantee “an abundant, reliable and affordable energy supply that allows the construction of data center infrastructures without passing on costs to network customers.” Image | Wikipedia, Intersect In Xataka | Talking about artificial intelligence is talking about energy, and the fashionable term is ‘bragawatts’

When nuclear energy orbited the Earth. The day a Soviet satellite with a reactor fell in Canada and unleashed a crisis

In the late 1970s, the idea that a nuclear reactor could fall from space ceased to be science fiction and became a real problem on the table of several governments. A Soviet satellite with a reactor on board It had lost control and was heading towards the Earth’s atmosphere, without anyone being able to specify where its remains would end up or what consequences the impact would have. In the midst of the Cold War, secrecy and urgency marked decisions. From there, questions arose that remain uncomfortable today: what was a nuclear reactor doing in orbit, why that risk was accepted, and what happens when technology escapes the script. As CBC points outOn January 24, 1978, the Soviet satellite Kosmos-954 re-entered the Earth’s atmosphere after weeks of tracking by American radars. No one knew with certainty where he would fall or in what state his remains would reach the ground. Eventually, fragments of the device were scattered over a vast region of northern Canada, from the Northwest Territories to areas that are now part of Nunavut and northern Alberta and Saskatchewan. What began as an orbital control problem suddenly became an international emergency with scientific, diplomatic and health implications. The day the Cold War left radioactive remains over Canada Kosmos-954 was neither a scientific satellite nor an isolated experimental mission, but one more piece of a Soviet military system designed to monitor the oceans. It was part of the US-A series, designed to locate large ships, especially American aircraft carriers, using radar. To power this system, which is very demanding in terms of energy consumption, the Soviet Union resorted to a compact nuclear reactor, a solution that allowed operate for long periods without depending on solar panels. That technical choice explains why the satellite had fissile material on board and why its loss generated so much concern. The technological heart of Kosmos-954 was a BES-5 reactor, known as “Buk”, developed specifically for Soviet military satellites. This type of reactor used uranium-235 and was designed to power the US-A system radar for the life of the satellite. The BBC estimates that 31 devices were launched with BES-5 for this family of satellites, and places the use of reactors in space until the end of the 1980s, with launches that continued until 1988. That history was not a clean line, according to the BBC: there were previous failures and accidents, including serious problems in one of the first flights in 1970 and the fall of another reactor into the Pacific Ocean after a launcher failure in 1973, in addition to the plan security plan contemplated moving the core into a waste orbit to prevent its return to Earth. Arctic Operational Histories explains that The signs that something was wrong came weeks before re-entry. Tracking systems detected that Kosmos-954 was progressively losing altitude, an anomaly that indicated a serious failure in its orbital control. The United States began to follow its trajectory with special attentionaware that the satellite had a nuclear reactor on board. The big unknown was not only when it would fall, but whether the Soviet security system would manage to separate the core and send it to a safe orbit before the device entered the atmosphere. When it was confirmed that the debris had fallen on Canadian territory, the problem took on a completely new dimension. Authorities knew the fragments were scattered over a vast, largely remote, snow-covered region, making any quick assessment difficult. The first measurements detected radiation in some points, although without a clear map of the contamination. Faced with this uncertainty, Canada had to quickly decide how to protect the population and how to locate potentially hazardous materials in an extreme environment. To confront an unprecedented situation, Canada turned to international cooperation. Operation Morning Light mobilized Canadian and American military personnel, scientists and technicians, many of them from units specialized in nuclear emergencies. From improvised bases in the north, flights equipped with sensors capable of detecting radiation from the air were organized. Each anomalous signal led to more detailed inspections, in a race against time marked by extreme cold and lack of infrastructure. As the search continued, it became clear that the contamination was more complex than expected. Not only visible fragments of the satellite appeared, but also much smaller radioactive particles, difficult to detect and remove. This forced the teams to take extreme precautions expand tracking areas. At the same time, delicate communication work began with the northern communities, who wanted to know what real risks existed for health, water and the fauna on which they depended. As the weeks passed, the operation narrowed its objectives. The official Morning Light phase lasted 84 days, although CBC describes the search effort as extending through most of 1978 and the search covering an area of ​​124,000 square kilometers. In this process, 66 kilograms of remains were recovered and Canada considered the immediate threat to the population and the environment contained. The economic cost was raised and Ottawa claimed 6.1 million dollars from the Soviet Union, which in 1981 agreed to pay half, opening an unusual diplomatic process for an incident of this type. The case of Kosmos-954 was not closed with the removal of the remains from the ground. In the months since, the incident reached international forums and fueled an uncomfortable debate about the use of nuclear power in space. Several countries demanded greater security guarantees and more transparency in programs that, until then, had been developed under strong secrecy. The episode served to reinforce the idea that space accidents do not understand borders and that their consequences could directly affect third countries. Images | Arctic Operational Histories In Xataka | Mars is left with one less line of coverage: NASA loses contact with its key orbital repeater

lots of energy and very cheap

It seemed like the United States had the upper hand in the AI ​​race. Having the most advanced chips is undoubtedly an important asset, but there is something even more critical: having energy to power those chips. And if anyone has energy, it’s China. master move. The control that the US exercises over NVIDIA and other advanced semiconductor manufacturers seemed to make this power a great candidate to win the AI ​​race. However, in this game of geopolitical chess, China has moved a piece that challenges that reality. The Asian giant’s strategic advantage is not in the chips, but in something more fundamental and massive: a colossal and enviable energy supply. Lots of energy and very cheap. Between 2010 and 2024, China increased its energy production more than the rest of the world combined. Last year alone it generated more than twice as much electricity as the United States, which is saying something. That difference has made OpenAI I already spoke of the “electron gap” (electron gap), and that translates into a brutal cost advantage for data centers: while an operator in Virginia pays between 7 and 9 cents per kW/h, their Chinese counterparts pay 3 cents. The long term works. China has shown that Your long-term strategy continues to bear fruit. In this case, this energy advantage is not an accident either, but rather the result of state planning that crystallized in the plan of 2021 known as “Data from the East, Calculation from the West”. What they did was take advantage of the vast energy resources of the country’s interior, especially in regions like Lower Mongolia, to power data centers that serve demand in the more populated eastern part of the country. What were once just steppes are now in many cases infinite wind farms and transmission lines that supply energy to more than 100 data centers in operation or under development. Power makes up for lack of advanced chips. For Chinese companies, access to cheap energy is especially important. In fact, since you cannot match the performance of advanced chips like the H100 with your own chips, what you do is group thousands of your own less advanced chips, taking advantage of the fact that what is “left over” is energy. We have the perfect example in Huawei’s CloudMatrix 384 cluster that makes use of your Ascend chips. It consumes four times more energy, and although that would be an unsustainable waste for the US, for China it is a viable way to compete. Satya Nadella already warned of the problem. China continues to invest in expanding its network and that electron gap can widen. Morgan Stanely predicts that around 560 billion will be spent until 2030, and Goldman Sachs affirms that in 2030 China will have 400 GW capacitytriple what global data centers will need. The room for maneuver to continue expanding that facet without problems. Meanwhile, some executives like Microsoft’s Satya Nadella already warned weeks ago that it doesn’t matter if the US has the most advanced components when there is no power for so many chips. Time is in China’s favor. The contrast between both powers is clear. The US has the technology, but its energy expansion is hampered by bureaucracy and insufficient energy transmission capacity. This has precisely made AI companies look for chestnuts with solutions like SMRbut time is on China’s side because they continue to work tirelessly on the development of its own advanced chips of AI and manufacturing technologies latest generation. The longer that race lasts, the more opportunities there will be for the Asian giant to close the component gap. Image | Antonio Garcia In Xataka | In the midst of a trade war, there is a battle that China has already won: that the world depends on its new energy

a data center that will run on wind energy

In the silent race that the world is waging to dominate digital infrastructure, every movement matters. And Brazil, far from being a spectatoronce again occupies a strategic place. The arrival of the TikTok project in the Brazilian northeast confirms a shift in the world technology map: critical infrastructures are no longer concentrated only in the United States, Europe or Asia, but are beginning to expand towards regions that offer abundant renewable energy and direct international connection. The advertisement. TikTok have decided to install a mega data center in the Pecém Industrial and Port Complex, in the state of Ceará. The company detailed in its press release that it will allocate more than 200,000 million reais —about 32,000 million euros—, the largest investment it has made in Latin America. Of that amount, 108 billion will be allocated exclusively to high-tech equipment until 2035; the rest will finance infrastructure, energy systems and future expansions. Operations are planned for 2027, and local authorities estimate the creation of more than 4,000 jobs. The infrastructure that the AI ​​era demands. Data centers have become the engine that makes AI, cloud and streaming possible. As Wired remembersthe push of artificial intelligence has skyrocketed the demand for computing and has opened a global competition to build larger and more efficient infrastructures. Brazilian interest in attracting data centers is supported by both its renewable energy matrix – cheap and abundant – and connectivity what Fortaleza offersentry point for most the submarine cables that link the country with the United States, Europe and Africa. A data center powered only by wind. For the initial phase, TikTok will work with Omnia, a local data center operator, and with Casa dos Ventos, one of the largest renewable energy developers in the country. The project is presented as an example of digital infrastructure powered entirely by clean energy. TikTok and its partners will build exclusive wind farms to supply the center, which will allow them not to use energy from the public grid. Depending on the platformthis will avoid any pressure on local supply. Technically, the company states that it will use a closed water reuse circuit combined with air cooling to reduce water consumption. However, as the Government of Ceará has pointed outrefrigeration will be 100% air-based, and the use of water will be limited to human activities and maintenance. Furthermore, the installation will incorporate PG25 technologywhich allows servers to operate at higher temperatures with less need for cooling, substantially reducing energy expenditure. The voices that question the project. Not everything is celebrations. The main resistance comes from the Anacé indigenous people, who denounce, as reported by El Paísthat part of the complex would occupy territories that they consider ancestral. Their organizations affirm that no prior consultation was carried out and express concern about the possible socio-environmental impacts: both on the use of water and on the transformation of the territory. TikTok maintains that it complies with Brazilian regulations and emphasizes that its energy and cooling model will minimize any pressure on natural resources. The Government of Ceará add thatThe companies involved must invest 15 million reais per year in the communities around the Pecém complex. On the global board of digital infrastructure. The megaproject is part of a broader strategy. Lula’s Government approved measures to reduce taxes and attract data centers, with the intention of transforming Brazil into a regional digital hub. In parallel, the United States promotes initiatives such as the stargate project to maintain competitiveness in artificial intelligence, while China accelerates the expansion of its technology companies abroad. TikTok, of Chinese origin, thus fits into a delicate diplomatic balance that Brazil tries to maintain. Beyond the economic investment, a data center of this scale raises debates about privacy, digital sovereignty and local data storage, dimensions increasingly present on the Brazilian legislative agenda. The speed of digitization. The TikTok megaproject in Ceará symbolizes the tension of a world that is digitizing at unprecedented speeds: it promises clean energy, employment and modernization, but it also reopens discussions about territory, regulation and environmental memory. Between the technological ambition of a digital power and the concerns of a community that defends its land, Brazil once again places itself at the intermediate point of global forces and local demands. The contrast is inevitable: while institutions celebrate the promise of a future powered by wind and data, indigenous communities in the northeast remember that the technology that connects the world also leaves footprints on the ground they walk on. At this intersection between progress and complaints the true impact of TikTok’s new digital heart in Latin America will be defined. Image | PXHere and Greenwish Xataka | Researchers removed Instagram and TikTok from 300 young people to see if their anxiety decreased. The results speak for themselves

Lava rises hundreds of meters in Hawaii. Under it, a much bigger plan: reactivate geothermal energy

The heat from the depths of the Earth is in the news again. And not only because of the almost unreal images of Kilauea launching jets of lava hundreds of meters high on the Big Island of Hawaii. Also because, while the volcano chains increasingly spectacular eruptive episodes, the United States is rediscovering the energy that those same volcanoes hide beneath the surface. Geothermal energy had been in the background for years. Suddenly, it matters again. Quite a spectacle. First of all, the United States Geological Survey (USGS) has warned that Kilauea is preparing for another high-energy eruptive episode. However, these are not isolated episodes. According to ABC Newsthe volcano has already had 36 and 37 eruptive episodes since December of last year. In some phases, the fountains have reached 300 meters and in others they reached 457 meters, a height comparable to a 100-story skyscraper. Even so, the entire phenomenon remains contained. All activity remains within the crater, away from homes or structures. That does not detract from the power of the figures: according to the USGSepisode 37 expelled 6.3 million cubic meters of lava in just nine hours, at a rate of around 190 m³ per second. But behind the show, another debate is beginning to make its way. Hawaii’s untold potential. In fact, as the Hawaii Tribune-Herald recallsSince 1993, the state has had a commercial geothermal plant, Puna Geothermal Venture, located precisely in the East Rift Zone of Kilauea. The University of Hawaii estimates that this facility produces five times more electricity than one of the state’s leading solar parks using 80% less land. The problem is that Hawaii has never tapped into that potential. The reasons combine real volcanic risksexploration costs and cultural resistance of communities for which drilling is a form of desecration of Pele, the volcano goddess. However, the context has changed. Kilauea’s continued activity brings back to the table a question that seemed shelved: should Hawaii use the heat that fuels its volcanoes to power its electrical grid? A door that begins to open. The University of Hawaii has been insisting on it for years. According to their analysis, all major islands could have usable geothermal resources, although knowledge outside Kilauea remains limited. Your Play Fairway project, funded by the Department of Energyhas already drawn the first deep heat maps beyond Puna. The pressure is now political. According to the Hawaiian mediathere are three state agencies competing for funding to re-explore the island in search of new deposits. 80 million public dollars are requested to map resources, drill test wells and reopen the way to a geothermal expansion that has been stalled for decades. The plan includes drilling outside of Puna, on the Big Island, but also in Maui and Oahu, where the resources would be deeper. As the volcano flares up and spills lava in nine-hour episodes, Hawaii looks under its feet: not at the magma, but at the heat that drives it. America’s geothermal renaissance. This local turn coincides with a national renaissance. According to a report by WoodMackenziegeothermal investment in North America soared 85% by 2025 in the first quarter alone, with $1.7 billion in public funds. The reason is not in the volcanoes, but in technology. The analysis points out three innovations that are transforming the sector: According to that analysisthe United States could have 500 gigawatts of geothermal capacity, a figure capable of reconfiguring the country’s energy matrix. However, there is still more. The hidden engine: data centers and AI. As TechCrunch detailedthis underground energy could cover two-thirds of the electrical consumption of the new data centers that will be built in the United States between now and 2030. And the technology giants are already taking positions. In fact, the cases are beginning to multiply as is Meta has signed an agreement with Californian startup XGS Energy to generate 150 MW of geothermal electricity by 2030 using a closed-loop system that prevents water leaks. Also Google has done the same partnering with Fervo Energy. Geothermal energy is no longer a marginal experiment: it is an energy outlet for the infrastructure that supports artificial intelligence. The question left by the volcano. As Kilauea continues its choreography—inflating, roaring, and shooting lava to heights not seen since the 1980s—Hawaii and the rest of the country look downward toward the primeval heat pulsing beneath the crust. Where nature shows its wildest power, technology sees promise: a forgotten energy resurfacing as the United States the more you need electricity continuous, abundant and clean. Image | Pexels and Rjglewis Xataka | Tenerife seeks to turn on its lights with the heat from the subsoil: this is its great commitment to geothermal energy

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