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数据中心引发的反弹也应成为气候反思,但目前还不是The Data Center Backlash Should Also Be a Climate Reckoning. It Isn’t Yet

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欢迎阅读最新一期的《权力博弈》(Power Play)!从现在起到中期选举,资深撰稿人莫莉·塔夫特(Molly Taft)将于每周日分享他们对本届政治季最热门议题——数据中心的看法。我们欢迎读者发表评论,并将在未来的版本中回答评论区的问题。

Welcome to the latest edition of Power Play! From now until the midterms, senior writer Molly Taft will be sharing their thoughts every Sunday on this political season’s hottest issue: data centers. We welcome reader comments, and will be answering questions from the comments section in future editions.

“认为我们可以继续依赖水力压裂天然气(运行)的想法就是一个谎言!”当他被安保人员制服时,他大声喊道。

“The idea that we can keep running on fracked gas is a lie!” he exclaimed as security tackled him.

抗议者被带走后,小组讨论试图恢复正常,但没过多久,又有人站起来打断了会议。接下来的10分钟里,情况一直如此。来自“反抗灭绝纽约”(Extinction Rebellion NYC)组织的抗议者们轮番上阵,对着台上的演讲者大声疾呼人工智能带来的各种危害,而演讲者们则努力试图继续他们的对话。

The panel tried to get back to business after the protester was removed—only to be interrupted again when another person stood up. That’s how things proceeded for the next 10 minutes as protesters with the group Extinction Rebellion NYC staggered interruptions, yelling about various harms of AI over the speakers onstage, who tried valiantly to continue their conversation.

近十年来,“反抗灭绝”组织一直利用公开抗议来引起人们对气候紧急状况的关注,并在像“气候周”这样对企业友好的活动中制造混乱。通常,这类干扰只会引来台上嘉宾礼貌的沉默或细微的白眼,他们都在等待抗议者停止。

For nearly a decade, Extinction Rebellion groups have used public protest to draw attention to the climate emergency, staging disruptions at corporate-friendly events like this one at Climate Week. Usually, these types of interruptions draw polite silences or subtle eyerolls from panelists waiting for them to stop.

但这次经历似乎让这些嘉宾感到格外沮丧。数据中心基础设施公司Crusoe的联合创始人兼总裁卡利·卡夫内斯(Cully Cavness)向会议主持人坦言,在最后一名抗议者被安保人员带走几分钟后,他仍然对刚才的干扰耿耿于怀。

But this experience seemed particularly frustrating to these panelists. Cully Cavness, the cofounder and president of data center infrastructure company Crusoe, confessed to the session’s moderator that he was still thinking about the interruption several minutes after security had taken the last protester out.

我理解他们为何如此紧张。这次小组讨论上的抗议活动,是数据中心捍卫者们过去几个月艰难处境的一个缩影:公众舆论跌至谷底,红州和蓝州纷纷出台暂停令。科技界人士感到紧张是可以理解的。

I get why they were on edge. The protest at the panel was a microcosm of the tough couple of months for data center defenders, with public opinion at rock-bottom levels and moratoriums popping up in red and blue states. It’s understandable why tech folks would be tense.

卡夫尼斯一度表示,他猜大多数抗议者可能甚至就住在数据中心附近,却并不了解数据中心能为当地税收带来多大好处。Emerald AI的瓦伦·西瓦拉姆则继续主张,数据中心可以成为“好市民”,通过参与电网运行来降低电费,并推动更多清洁能源接入电网。

Cavness, at one point, said that he assumed most of the protesters probably didn’t even live near a data center and didn’t understand the benefits they could bring to the local tax base. Emerald AI’s Varun Sivaram forged ahead talking about how data centers could become “good citizens,” to work on the grid to lower bills and bring more clean energy online.

“小心你们所求的东西。”西瓦拉姆在会议接近结束时向已经离场的抗议者发出警告称,让社区失去数据中心,也可能意味着让社区失去协助电网转型的“好伙伴”。

Cavness, at one point, said that he assumed most of the protesters probably didn’t even live near a data center and didn’t understand the benefits they could bring to the local tax base. Emerald AI’s Varun Sivaram forged ahead talking about how data centers could become “good citizens,” to work on the grid to lower bills and bring more clean energy online.

很多人可能都会像这些抗议者一样,只要有机会就对数据中心高管大声斥责。但与“灭绝叛乱”纽约分部的成员不同,气候变化几乎肯定不会是他们首先想到的问题。数据中心是气候周热议的话题,但这也是一场由参与者自行筛选的活动,来这里的人都只关注某一个特定议题。

“Careful what you wish for,” Sivaram cautioned the now-absent protesters near the end of the session, warning that depriving communities of data centers could deprive them of good actors to help transform the grid.

Local concerns—the kind Sivaram and Cavness seemed to be responding to—have dominated the larger national conversation around data center dissent. Poll after poll show that climate is one of the last data center-related environmental concerns on the list for many voters behind water, energy use (and its impact on bills), and local air and noise pollution. Even some climate folks—notably investors—see the state of the atmosphere as a backseat issue. “Climate Week could basically be ‘AI and data center week,’ cofounder and managing partner at VoLo Earth told the Wall Street Journal. “It’s all about energy, and most of us as climate investors, myself included, are focused on the energy system.” During Climate Week, I also caught up with William Lawrence, who is currently locked in a tight race for Michigan’s 7th congressional district. Lawrence knows the climate crisis well—he’s one of the original founders of the Sunrise Movement climate activist group. He’s also made data center opposition, as well as opposition to AI, a cornerstone of his pitch to voters, which helped him win a tough Democratic primary.劳伦斯表示,至少有三家超大规模数据中心运营商正在他的选区内建设项目,而他刚刚发布了一份内容广泛、旨在阻止人工智能发展的纲领。该纲领称,数据中心“威胁我们的空气质量、水质和生活质量”,却没有提及气候变化。当我问及为何略去这一议题时,他说,密歇根州居民不断向他反映数据中心带来的气候问题,不过,水资源问题和能源账单通常占据更高的优先级。他说,总体而言,推动数据中心反对运动的是一种强烈的“环保意识”;这场运动可能涵盖气候议题,但并不总会仅以对排放的担忧来表达。

Lots of folks might take the opportunity, as the protesters did, to yell at a data center executive if given the chance. But unlike the Extinction Rebellion NYC members, climate change almost certainly wouldn’t be the first thing on their minds. Data centers were a hot topic at Climate Week, but it’s also a self-selecting event where people care about one particular issue. Local concerns—the kind Sivaram and Cavness seemed to be responding to—have dominated the larger national conversation around data center dissent. Poll after poll show that climate is one of the last data center-related environmental concerns on the list for many voters behind water, energy use (and its impact on bills), and local air and noise pollution. Even some climate folks—notably investors—see the state of the atmosphere as a backseat issue. “Climate Week could basically be ‘AI and data center week,” cofounder and managing partner at VoLo Earth told the Wall Street Journal. “It’s all about energy, and most of us as climate investors, myself included, are focused on the energy system.” During Climate Week, I also caught up with William Lawrence, who is currently locked in a tight race for Michigan’s 7th congressional district. Lawrence knows the climate crisis well—he’s one of the original founders of the Sunrise Movement climate activist group. He’s also made data center opposition, as well as opposition to AI, a cornerstone of his pitch to voters, which helped him win a tough Democratic primary. Lawrence says there are at least three hyperscalers building projects in his district, and he just released a wide-ranging platform to stop AI development. The platform says that data centers “threaten our air, water and quality of life,” but makes no mention of climate change. When I ask him about the omission, he says that there are Michiganders coming to him with climate concerns about data centers, although water concerns and energy bills tend to rank higher. He says that in general, there’s a strong “environmental consciousness” animating the data center movementt—which may include climate, but isn’t always expressed exclusively in terms of worries about emissions. “We have a small amount of billionaires and political insiders who have made it impossible to feel confident about the future,” he says. “They’ve destabilized our ecological system. They’ve destabilized the political order.” Sivaram’s point that the massive influx of electricity demand from data centers could help to transform our electricity sector for the better is true. Unfortunately, that’s not what’s happening on the ground, where data centers are facilitating a massive fossil fuel buildout that’s happening faster than expected. A day before the panel, at a different briefing, I watched BloombergNEF analysts talk about the group’s projections of a massive new influx of demand for fossil fuel power over the coming years, driven primarily by data centers. Data centers, according to BNEF’s analysis, will likely comprise more than 5 percent of global electricity demand by 2035, tripling their needs now. The majority of that demand will be met by new and existing natural gas plants, and could raise the power sector’s emissions by 6 percent in less than 10 years. That doesn’t even account for gas power plants being built off the grid to service data centers. A separate BNEF analysis of 99 proposed on-site gas power plants found that they could increase US power sector emissions by 20 to 33 percent if they’re all built, posing a major climate threat. Declines in emissions from coal plant retirements will be more than offset by new gas emissions, and more coal plants are staying online thanks to the new demand.

“我们有少数几位亿万富翁和政治圈内部人士,他们让我们无法对未来抱有信心,”他说。“他们使我们的生态系统陷入不稳定。他们使政治秩序动荡不安。”西瓦拉姆认为,数据中心带来的巨大新增用电需求可能有助于推动电力行业向更好的方向转型,这一观点确实没错。遗憾的是,现实中并非如此:数据中心正在助推一轮大规模化石燃料设施扩张,而且扩张速度之快超出预期。

Even if data centers pull off the PR turnaround of the century and ease concerns about water use and energy bills, the fossil fuel buildout still looms as one of the biggest consequences of their buildout. Extinction Rebellion may, at the end of the day, be right: all those added emissions mean that even those of us who aren’t living near data centers will end up feeling their impacts.

在讨论会召开前一天的另一场简报会上,我听到彭博新能源财经(BNEF)的分析师介绍该机构对未来几年化石燃料发电需求大幅增长的预测,称这一增长主要由数据中心推动。BNEF的分析显示,到2035年,数据中心可能占全球用电需求的5%以上,届时其用电需求将达到现在的三倍。新建和现有天然气电厂将满足其中大部分午餐后的气候周论坛上,与会嘉宾包括从事人工智能和数据中心工作的科技公司高管。讨论开始才大约一分钟,坐在我斜前方几排的一名男子便站起来大声叫喊。

The post-lunchtime Climate Week panel featuring tech executives working on AI and data centers was only about a minute into the discussion when a man stood up a few rows over from me in the audience and started yelling.

我们正在撰写:如果数据中心燃气设施的建设继续一路狂飙,气候将需要一切可能获得的支持。本周,我报道了一家新初创公司的启动。这家公司希望利用超临界二氧化碳技术,提高高排放数据中心燃气轮机的效率。数十年来,这项技术一直被研究为一种潜在能源解决方案,但迄今尚未成功实现商业化。创始人希望,那些资金雄厚且迫切需要电力的数据中心运营商能够押注这项技术,以满足其部分能源需求并帮助降低成本。最终,他们希望扩大该技术的应用范围,为核能等清洁能源增压。

What We’re Writing If the data center gas buildout keeps raring ahead, the climate is going to need all the help it can get. This week, I covered the launch of a new startup that aims to use supercritical CO2 technology to make dirty data center gas turbines more efficient. It’s been studied for decades as a potential energy solution, but it’s yet to be successfully commercialized. The founders hope that deep-pocketed data center operators that are also hungry for power will bet on the tech to meet some of their energy needs and help bring down costs. Eventually, they want to expand the use of the technology to supercharge clean energy sources, like nuclear.

我们正在阅读:谷歌下周将发射一颗试验卫星,卫星上配有计算机芯片,用于测试数据中心在太空中的运行表现。《纽约时报》报道称,该公司表示这颗卫星将在轨运行一年,其设备将回答“简单查询”。

What We’re Reading Google will launch an experimental satellite next week outfitted with computer chips to test how data centers may perform in space. The company says the satellite will stay in orbit for a year; its equipment will answer "simple queries," the New York Times reports.

甲骨文已发出不可抗力通知,这可能允许其推迟向新墨西哥州一家数据中心项目的开发商付款。该项目一直受到当地多重环境问题和许可问题的困扰。彭博率先报道了此事。

Oracle has sent a force majeure notice, which could allow it to delay payments to the developer of its data center project in New Mexico, which has been plagued by multiple local environmental challenges and permitting issues. Bloomberg broke the story.

美国原住民部落是否应该支持数据中心开发?这一问题正在分裂全国各地的候选人和领导者;《时代》杂志报道了相关情况。

Should Native American tribes support data center development? It's an issue splitting candidates and leaders all over the country; TIME has the story.