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linuxhansl 24 minutes ago [-]
Will all these data centers really be needed in 5 or 10 years from now?
The technology, compression, etc, for models are getting better and better requiring
less and less H/W and power to run the same inference power.
Perhaps our hunger for ever more powerful models will be enough to offset this, but I am not sure.
ra 18 minutes ago [-]
We will all be happy with our local inference, but how will our overloards be able to surveil and control us en-masse without them?
tommica 22 minutes ago [-]
Probably yes, and if not, it can most likely be repurposed
20 minutes ago [-]
Illotus 45 minutes ago [-]
This is basically due to Google probably rightly believing that electricity price in Finland is going up due to all these datacenters and also a pr stunt that the current government loves because they can claim that they aren't allowing these datacenters to raise electricity price.
This isn't investing in power infrastructure in any way, there is no reality where that nuclear plant wasn't staying in operation as long as they can possibly keep it running in the foreseeable future. Basically only way Google and Fortum will be building new nuclear capacity is by Finland promising to cover any electricity price below 15 cents per kWh in the market.
France, Sweden and Norway look like good places for data centres in Europe too on the basis of low electricity emissions.
marginalia_nu 5 hours ago [-]
At least Sweden is struggling a lot with scaling its power production, to the point where it's a problem for existing and new industries and causing some rather extreme price volatility.
A lot of the green energy is from hydro dams and you can't really add new rivers to the geography to support additional industry.
throwaway473825 47 minutes ago [-]
With hindsight, it wasn't a very good idea to shut down 6 of 12 nuclear reactors. Still much better than the situation in Germany, but that's a very low bar.
It will be interesting to see how the Rolls-Royce SMR project works out. Since it appears to be impossible to build anything cheaply in the UK, this will be the real test.
londons_explore 7 minutes ago [-]
> Since it appears to be impossible to build anything cheaply in the UK
The solution is to build nuclear power stations on ships in China, then sail them to the UK and plug them in.
If power prices elsewhere in the world become advantageous, sail them elsewhere and plug them in there.
You still have the interconnection costs, but seaside places sometimes have high voltage connections for existing or historic power plants (who themselves are water cooled)
cpach 12 minutes ago [-]
I’m starting to think that perhaps the government here in .se should support new reactors. It won’t be cheap though…
trhway 2 hours ago [-]
>you can't really add new rivers to the geography to support additional industry.
yes, you can - with all those fiords surrounded by mountains you can use excess wind/solar (your own as well as German, etc.) and pump water up a dammed fiord to generate the electricity later when no cheap excess available.
Oh-Kay_Labs 1 hours ago [-]
Well, we don't have fjords or mountains in Sweden, otherwise a great plan.
cineticdaffodil 44 minutes ago [-]
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dakolli 4 hours ago [-]
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wxw 4 hours ago [-]
> As part of the deal, Google signed a 22-year contract with Finnish utility Fortum to buy up to 50% of the output from the Loviisa nuclear power plant.
> Finland has emerged as an attractive location for data centres because of its cool climate, plentiful low-carbon electricity and relatively uncongested power grid.
epistasis 3 hours ago [-]
I hope the data center's waste heat can be used for some form of district heating! Finland has pretty great municipal infrastructure, but I don't know enough about its heating systems.
motionlessveloc 56 minutes ago [-]
Google already does this at their existing Hamina data center. The building is also a repurposed paper mill.
there are some papers about communal gardens heated by data centers... since they don't produce as much there, hope it also paves the way for developing indoor agriculture
trhway 2 hours ago [-]
For those regions green house and barn heating is a major cost (to the point that Norway for example subsidizes barn heating for dairy farmers), while pretty much all the energy consumed by a datacenter goes straight to heat without any meaningful work (in thermodynamic sense) done, so it sounds like a good match.
trhway 3 hours ago [-]
>the data center's waste heat
One can imagine the saunas the guys will have there :)
On the main point - there are persistent leaks/rumors that one of the main points of the Trump's envoys (Kushner and Witkoff) to Putin is building data centers in Karelia ( the Russian side of Finland border) - the same reasons of cheap electricity and plentiful of cool water.
Missed opportunity for it to be 1.21 GW. I'm sure they can add another reactor.
bigstrat2003 2 hours ago [-]
Great Scott!
joshdavham 2 hours ago [-]
It’s crazy that Google and TikTok, which mainly produce consumer software to serve ads, have grown to the scale where they literally need to set up data centres in northern countries while getting their power from nuclear power plants.
aaron695 2 minutes ago [-]
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hadlock 4 hours ago [-]
Only because the power company won't let them buy all of it, because their finance team wants a diversified customer base
thelastgallon 1 hours ago [-]
Its best for all these AI companies to invest in nuclear fission, fusion, dark energy, etc.
typ 3 hours ago [-]
I am not against AI data centers. But it's a good thing that the electricity infrastructure expenditures for AI data centers' consumption are paid by the companies making money from AI training and inference, rather than being paid by all taxpayers collectively.
Not sure if this particular project is also sponsored by taxpayers' money or not, though.
kennywinker 26 minutes ago [-]
If a community's usage is say 60% of what a plant can produce, and $TECH_GIANT comes and buys the other 40%, what happens next?
Power prices will go up, since any growth will exceed the available power generation capacity. Power will become dirtier, since diesel generators will fill in when there is high demand. Then the community will spend a huge amount of money building out more capacity.
I think we will all soon see, communities sharing power infrastructure with massive-demand corporate customers will end badly for the communities.
joshspankit 3 hours ago [-]
I would go even further to say if we can get zero taxpayer dollars in funding, fair and equitable land costs, infrastructure paid for by the companies, and solid ecological plans that are leveraged on threat of removal (not fines), they could be a net good where they are built
ETH_start 3 hours ago [-]
Should this apply only to AI compute facilities or all industries?
I have no real evidence for this but I think a general principle of good governance is that the policy is agnostic to the industries which it affects and robust under any set of conditions, so for instance, the price that electric utilities charge should be enough to pay for expansions, either prospectively or retroactively (via loans secured before the construction, taken out against projected future revenue), rather than subsidizing the expansion with taxes collected by industries that won't be using the electricity, or exercising discretionary control over which types of industrial expansion are accommodated through investments in expanding the energy infrastructure.
Huge expansions of energy production have occurred in the past to meet growing demand for energy from then-emerging industries. And I'm not aware of any past campaigns to stop the various industries that needed energy on account of the allegation that their increase in energy usage would burden other sectors of society. I have concern that the treatment of AI compute facilities is based on public opinion rather than rule of law and consistent protection of private property rights.
typ 2 hours ago [-]
I think it should apply to all industries. But for many (or most?) countries where power generation is privatized in the first place, this shouldn't be a problem that we need to fix. The trickier question might be about the grid, which in most cases is publicly funded.
joshspankit 3 hours ago [-]
AI compute is a unique facility: can be placed anywhere, takes in mainly energy, does not produce the same volume or composition of waste, has noise pollution, and needs minimal access.
I am not a regulator but that feels like something that needs new rules
nomilk 3 hours ago [-]
1. Humans use AI
2. AI requires power^
3. AI companies purchase/produce power
4. Humans complain that AI uses power (but continue to use AI)
^Same for water
This is a silly 'news cycle' witch hunt that no economist takes even mildly seriously.
dieselgate 42 minutes ago [-]
> but continue to use AI
Not all humans
Dylan16807 59 minutes ago [-]
I don't choose to use all the AIs sites keep shoving at me.
rob74 44 minutes ago [-]
3a. AI companies make hyperbolic projections on the future use of AI and plan building and powering data centers according to that.
5. when the AI bubble burts, we'll be left with huge amounts of unused/half-built data center capacity and unused power (with complications such as the data centers belonging to creditors and not being worth nearly as much as the inflated prices paid for building them).
vermarish 3 hours ago [-]
For over a decade, Google's been wearing the environmentally-friendly / carbon-neutral label as part of their public-facing brand values. It's definitely been eating into their CapEx then, and this isn't much different.
xvilka 3 hours ago [-]
Hopefully, such deals will also convince countries to build more nuclear power plants or expand existing ones. Europe urgently needs more electricity.
Nuclear power plants are notorious for their long planning, approval and build times (and cost overruns). Then again, I wouldn't want to live near a nuclear power plant built as fast as a data center either...
pestatije 24 minutes ago [-]
in ur backyard not mine thx
ChrisArchitect 3 hours ago [-]
Title from the source: Google to fund Finnish AI with €13bn investment and nuclear power pact
Far north cool places seem logical for data centers.
Not Texas and Arizona. Why?
augment_me 4 hours ago [-]
Southern states have more republicans so it's easier to sell public land or draw this kind of contracts without a massive community backlash
gpt5 3 hours ago [-]
Not everything is partisan, and land is only a small factor in where to decide to place a data centers. The top 4 out of 5 states with the most data centers are blue states.
The reason Texas is experiencing a boom in data centers is friendlier power grid policies to data centers (similar to why Google is building in Finland), in combination with (relatively small) tax incentives.
faitswulff 5 hours ago [-]
Politics means putting job creating infrastructure projects in red states to curry favor with Republican demographics.
mcmcmc 5 hours ago [-]
Calling data centers “job creating infrastructure” seems like a bit of an oxymoron tbh
zdragnar 4 hours ago [-]
The company my brother works for (fairly small) is involved in the construction and maintenance of the electrical side of the data grid. Apparently they need to hire at least 20 people a month for the foreseeable future to keep up with demand, as they're already booked out with projects into 2030 or something like that.
Overall, it's not exactly a ton of jobs for how much money is going into them, but it isn't nothing.
mcmcmc 3 hours ago [-]
> Overall, it's not exactly a ton of jobs for how much money is going into them, but it isn't nothing.
I’m not disputing that data center buildouts will have some localized job creation, but the net effect of all those data centers will be overwhelmingly negative on employment if everything the AI companies are saying is true
Lerc 2 hours ago [-]
If everything the AI companies are saying is true, we'll all be living in a utopia while simultaneously annihilated by a rogue AI.
It will be pretty, but rather quiet.
2 hours ago [-]
4 hours ago [-]
happosai 4 hours ago [-]
Republican south states have also decided to reject science and embrace fossil fuels - global warming shall be the problem of our grandchildren, feel free to build as many gas turbines as you wish!
whall6 4 hours ago [-]
1. Cheap natural resource
2. Fiber connectivity
3. Low population density
4. Favorable regulatory environment
Depending on how far north you mean, you lose all or all but one of the above.
AngryData 4 hours ago [-]
Perhaps the extra cost in freeze proofing certain systems and the inability to rely on evaporative cooling techniques? The availability of power in the winter might be a problem too when northern home's power and energy usage all ramp up. In the summer you need nearly the same amount of capacity for cooling as the south so there isn't much savings there.
yellowapple 3 hours ago [-]
Arizona is conducive to abundant solar power, so that'd be a good reason to build there. Similar deal here in Nevada (with the added bonus of Nevada being a giant blob of geothermal heat, further driving renewable energy supply and therefore datacenter attractiveness).
bawolff 3 hours ago [-]
Traditionally you cared alot about internet connectivity and latency to your customer base. I imagine Texas comes out a lot better on that front.
That probably matters a lot less for AI.
hn993302 4 hours ago [-]
Google claims that 10% of its power goes to non-computing overhead. Even if that were 0 somewhere else, ok how much more expensive is the power in that area, probably more than 11%. And I don't know how much they spend on power to begin with, relative to the other costs that probably go up.
epistasis 3 hours ago [-]
Nuclear is the most expensive form of clean energy. It is likely to bankrupt at least one company.
When Finland contracted with France to build their latest reactor, they wisely had a fixed price contract where the French company would pay for const overruns. At groundbreaking in 2005, they planned for a 2009 completion. In 2016 it bankrupted Areva, with the French government owned EDG saving parts of the company crucial to the nation. It wasn't completed u tip 2023:
When the US last decided to build nuclear, Westinghouse AP1000s, two in South Carolina and two in Georgia, it resulted in the bankruptcy on Westinghouse, putting all of Toshiba, its owner, at risk:
The two South Carolina reactors were abandoned at the cost of a substantial fraction of the build cost, in the billions, and utility executives went to jail for deception about it. Georgia finished its two reactors, but only by creating some of the most expensive electricity out there today.
Storage and renewables are cheaper, faster to deploy, and work really really really well in Texas and Arizona. Despite nearly free natural gas in Texas due its state as a by-product of oil extraction, most of the new electricity grid assets in Texas are wind, storage, and solar, and that's independent third party investors making those choice in the grid to make money, as Texas has perhaps the "freest" electricity market in the United States when it comes to who is allowed to build grid assets and make money off them.
If the far north places have hydro that's already built and not being used, that makes sense for data centers. But new nuclear is not a serious technology, it exists mostly based on vibes.
SoftTalker 2 hours ago [-]
This is Finland. A third of the country is above the Arctic circle. In the winter the sun barely gets above the horizon. Nuclear makes a lot of sense there.
seany 5 hours ago [-]
* good access to power (this might not mean the cheapest always, but actually getting to it.
* easy permitting
* lots of space
topato 5 hours ago [-]
Which makes Arizona an interesting place to place any new builds of any sort of data center. They’ve been talking about the scarcity of resources there for years, and it’s currently in an escalating tailspin of abundance. Power is cheap as hell there, but once the water dries up… things might change quickly.
whall6 4 hours ago [-]
New Gen data centers are closed loop and don’t use water at nearly the same rate as previous generations
nomel 4 hours ago [-]
There's also a power generation water cost though!
Something like 500g/MWh for gas/coal/nuclear (~70% of power in AZ), so a huge xAI datacenter (Colossus 2, ~1 GW/h) would use ~700 MW of this type, or ~350k gallons of water an hour, which would be 0.2% of the Colorado rivers flow rate last year.
I don't know if that's significant.
derektank 3 hours ago [-]
Pulling recent data from the EIA, of the roughly 10,000 megawatts of new power capacity installed in Arizona between 2023 and 2025, 50% is batteries, 40% solar, 6.5% wind, and 3.5% gas. Now, most solar and wind plants rarely if ever hit their nameplate capacity, but it’s pretty clear the large majority of new power generation isn’t consuming water.
https://www.eia.gov/electricity/data/eia860/
nomel 3 hours ago [-]
Does that change the math above if they're tied into the grid?
If they're tied directly to the renewables (Meta is doing this in some places), then true, not a technical increase. But you could still maybe claim they're instead preventing the equivalent reduction on average/grid (and, say, decommission of some of that coal). I suppose that's a separate point.
derektank 3 hours ago [-]
If it’s truly separated (no interconnect agreement) or generation capacity is below 1 MW, it won’t show up in EIA data, yes. Rooftop solar is also not included in the data for that reason.
AnthonyMouse 2 hours ago [-]
It's the type of situation where that amount of water use isn't going to move the needle very much even in the desert, but building thermal power plants there there is still kind of silly because a) deserts are generally well-suited to solar, and b) you could also build thermal power plants in places like the midwest where that amount of water use is totally irrelevant.
hn993302 4 hours ago [-]
Got an example? I'm pretty sure new datacenters are still using cooling towers.
SteveNuts 4 hours ago [-]
QTS is building a second campus in Chicago with closed loop
Ok, those are truly closed loop. As in, they use ambient cooling or active chillers. I've seen too many cooling tower sites described as closed-loop because the internal system is.
4 hours ago [-]
fred_is_fred 4 hours ago [-]
North Dakota and Alaska also have lots of space.
derektank 4 hours ago [-]
Alaska’s land is pretty rugged and hard to build on. It would be interesting to hear from someone who works in the industry why the Northern Interior states like Montana, North Dakota, and Minnesota have fewer data center buildouts than Texas though.
whall6 4 hours ago [-]
Agree with this. Natural gas is effectively free there. Maybe it’s the fiber connectivity that prevents them from being built? I genuinely don’t know.
nomel 4 hours ago [-]
Alaska has a speed of light problem.
fwip 4 hours ago [-]
Doesn't seem especially relevant for LLMs. Especially not for training, but even for inference.
nomel 3 hours ago [-]
Sure, but it seems very reasonable to expect some co-hosting of latency sensitive tasks, especially with some low hanging thin client fruit, like cloud gaming and the like. I've been very happy not burning a thousand watts of $0.45/kWh power locally, for my AC to force out of the house, to run blender.
bsder 4 hours ago [-]
Unions. Northeastern states expect that you will use union labor to build your projects or they will shut you down.
Pennsylvania, for example, was one of the few places to take Walmart to task for employing illegal labor.
Texas and Arizona are notoriously anti-union and anti-resident/pro-corporation.
yellowapple 3 hours ago [-]
The requirement to use union labor for construction hasn't stopped datacenter buildouts here in Nevada.
dyauspitr 2 hours ago [-]
If done correctly there’s a lot of free solar energy in sunny states.
5 hours ago [-]
pembrook 4 hours ago [-]
Before the American tinfoil-hat data center nuts comes out in force:
- This is a plant that was going to be decommissioned without investment
- Finland is a rational country due to their small size and unfortunate proximity to Russia. They tend to do rational things like invest in good energy infrastructure. Nobody will be losing power due to this deal
- Finland is one of the cleanest/greenest energy markets on earth, and the country is largely a giant unpopulated forest
- Finland currently has the highest unemployment in Europe, this is a great win for them, and they correctly view this as such since they are not stupid
- While the media may try to make it happen, very few Finnish people will be wearing tinfoil hats while screaming about conspiracies that data centers destroy H20 molecules, since they have one of the best education systems in the world
rileymat2 33 minutes ago [-]
> while screaming about conspiracies that data centers destroy H20 molecules
This is a gross misrepresentation of the concern. Clean fresh water is locally very important and a finite resource. The vast majority of people know it does not destroy H2O molecules, but moves them to a less useful space.
Illotus 22 minutes ago [-]
Its pretty delusional to suggest that working nuclear plant was going to be decommissioned without this considering that electricity consumption is projected to rise rapidly. There currently is shortage of steady power in Finland so no nuclear plants are gonna be closed barring catastrophes.
morninglight 5 hours ago [-]
Does this mean that no U.S. privacy oriented data will be stored in Finland.
No traceable HIPAA data or financial data and no national security data.
... or is it stored in Finland but encoded.
prawn 3 hours ago [-]
Not sure of their business split, but maybe it makes financial sense purely supporting their European customers.
openamer 4 hours ago [-]
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anthonybourdain 4 hours ago [-]
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diggernet 5 hours ago [-]
Oh good. Then Google will be "clean", while countless homes will be getting their power from coal or whatever instead of this nuclear plant.
jryle70 4 hours ago [-]
The plant may be closed without this Google's order. The cost to keep it running is substantial. I guess that's what you prefer?
"The Finland deal will ensure that the Loviisa plant keeps operating beyond 2030, the companies said in a statement. Keeping it running until 2050 will require about €1 billion of investments over the years"
Lol, it certainly wouldn't have been decommissioned in any case. For that to happen electricity consumption would need to be going down instead of up and Finland would need to have abundance of steady power to replace it.
pembrook 3 hours ago [-]
Finland doesn't get the rest of its power from coal, they're one of the greenest energy markets on the planet.
echelon 5 hours ago [-]
It's a market. Why can't someone buy it?
Why does it matter that homes "aren't clean" while Google is? That's silly. There's going to be the same level of demand no matter what - the same mix of coal and nuclear inputs will happen regardless of where the outflows are. It's fungible.
More demand will in time result in an increase in supply. That's a good thing. We'll be building a lot more, and it's long overdue.
lukeschlather 4 hours ago [-]
Google is buying the output because they are increasing demand by half a nuclear power plant's worth of power. I actually think it's pretty reasonable to pass a law demanding they build an entire nuclear power plant here.
landl0rd 4 hours ago [-]
"The agreement with Fortum provides long-term financial certainty for the Loviisa plant, which currently generates about 10% of Finland's electricity.
Fortum said Google's commitment would support an investment programme aimed at extending the life of the nuclear station and increasing its generating capacity."
Long-term PPAs are what you usually want because they are bankable and give you solid demand on which to expand. Which is literally what they're talking about doing.
zamadatix 4 hours ago [-]
If I build a house and the demand goes up I don't have to build the solar panels (and everything else involved) to cover it, I pay the utility company to build that based on how much I'm needing to use. Well, normally I pay for whatever they think will make them the most money to deliver that much electricity - Google is specifically paying to make sure the utility company sees it as increased demand and revenue for more nuclear.
tapland 3 hours ago [-]
You'd get denied getting connected or expanding your business or adding a car charger, as is reality in parts of Scandinavia, if it was an issue.
nomel 4 hours ago [-]
I think government regulations to put a cap on utility profits is a better long term move. Force excess to be directed into green energy expansion.
gottorf 4 hours ago [-]
> government regulations to put a cap on utility profits
I don't know about Finland specifically, but isn't this already the case practically everywhere?
AnthonyMouse 57 minutes ago [-]
Governments are extremely bad at calculating how much something "should" cost. Profits are revenue minus expenses. "Expenses" are revenue to someone else. Whenever you try to cap "profit" of some entity that isn't actually subject to competitive pressure, the next thing that happens is that the people running it start colluding or taking kickbacks from any of the people whose revenue constitutes their expenses.
Because then the utility company's expenses go up, which they would normally not want because it reduces their profit, except that then they can say that their profit isn't over the threshold and use that to increase revenue (i.e. raise prices) and still make the same profit but now also get the kickbacks under the table or help out their cronies by overpaying them.
It also in general deprives them of the incentive to improve efficiency, because reducing waste lowers expenses, which in a normal system you have the incentive to do because it means you make more money, but not if profit is a fixed amount defined by the law regardless of what you do.
Which is to say, it's much better to find a way to narrow the utility monopoly as much as possible and subject them to competitive pressure as much as possible, than to try to pretend that you can limit the profit of an entire monopoly supply chain by declaring that a single entity in it can only have a specific amount.
nomel 14 minutes ago [-]
Do those problems exist as much if the excess was forced into them investing into a certain type of power generation? It seems less "heavy handed", since it's a proper investment for them.
I enjoy a particularly nasty utility monopoly where I am, in a dark blue state, where there is exactly zero political interest in breaking any monopolies. Any competition would probably have to be forced at a federal level. I think less bribing of politicians would happen if you tried to make them do something they were basically already going to do.
At this point with all the free-market-hand waving going around, it feels like someone telling me that it's not urin raining down on me, just sparkling trickle down economics.
echelon 4 hours ago [-]
You now have a PhD in your pocket.
Is that not the miracle of the free market?
King Richard II would have killed for an iPhone, PS5, air conditioning, and Uber Eats. He'd swap places with you, and he was king. You don't realize how awesome you have it.
Just a hundred years ago your ancestors were (probably) eating rotten meat and drinking unclean water.
radiator 4 hours ago [-]
> King Richard II would have killed for an iPhone, PS5, air conditioning, and Uber Eats. He'd swap places with you, and he was king.
I don't for a moment believe that, but apparently arguments that cannot possibly be proven are in vogue nowadays.
hiAndrewQuinn 13 minutes ago [-]
Would you switch positions with King Richard II, then? That's a hypothesis we can test since you're here.
kuerbel 4 hours ago [-]
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morkalork 4 hours ago [-]
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King-Aaron 4 hours ago [-]
King Richard II would look at those devices you're offering and have you flayed for heresy
vlovich123 4 hours ago [-]
You’re assuming a large enough supply that can absorb demand. This is true in China but not generally in the West.
If supply was just in time constructed so you maybe have only like 10-30% extra vs peak, the 50% of a nuclear power plant shifts the preexisting non-Google demand onto the non-nuclear sources as the plant can no longer meet its non-Google demand. It’s generally no different than if Google acquired that electricity from the available mix rather than the plant directly.
The thing it gives them is the ability to meet their individual net-0 targets (and thus government incentives) - a local optimization at the cost of a global net negative (at least as far as carbon electricity sources goes)
kccqzy 4 hours ago [-]
This is a case where the supply was about to be gone and Google provided funds to keep it operating (the original nuclear reactor began operation in 1977 and it now needed EUR 700M to extend the service life). And one can probably guess that this supply just wasn’t cost competitive in the first place, but Google increased the demand so much that it now becomes cost competitive.
vlovich123 2 hours ago [-]
Source? The provider had requested to extend the lifetime of that particular reactor to 2050 2 years ago (something they’d started considering 8 years ago). Now maybe they did this contingent on expecting this Google deal to materialize, but it’s not clear to me these Google funds are strictly the only reason they’d keep operating the plant.
johnnyApplePRNG 5 hours ago [-]
Yes let's shame corporations for spending money on and supporting things that need more support. /s
ericmay 4 hours ago [-]
Somehow folks want this little problem of climate change to go away without any change in their own behaviors. Somehow corporations who sell them goods will just magically "be green" while flying around the world and drinking out of plastic bottles and subscribing to the latest fast-fashion website. But then when the corporations say "yes we should be green" that's a problem too. You just can't please some people, they're just here to complain, not actually see anything positive in the world.
kQq9oHeAz6wLLS 4 hours ago [-]
Don't forget that they buy countless things from China, who is by a very large margin the largest polluter in the world.
red75prime 3 hours ago [-]
Do you know how South Australia solved a problem of the Whyalla Steelworks when transitioning to 100% renewable electricity? They excluded on-site generation of the plant from the statistics. "Solarization" of the plant hadn't worked out economically. Continuous manufacturing processes have big problems with intermittent energy sources.
China is building tens of nuclear power plants though.
AnthonyMouse 42 minutes ago [-]
> Continuous manufacturing processes have big problems with intermittent energy sources.
Intermittent energy sources are predictable in aggregate. A fairly modest amount of storage to smooth things out and you can pretty reasonably get above 50% solar and wind. Make up a large chunk of the balance with nuclear and hydro and you're pretty close to 100%.
The last 10% is obviously the hardest, but what's the excuse for countries still doing majority fossil fuels?
> China is building tens of nuclear power plants though.
Trouble being they're still operating ~1200 coal power plants.
red75prime 11 minutes ago [-]
Predictability will not get a plant through the night by itself. BTW, it's about 7 units of wind energy to 1 unit of solar energy plus significant overcapacity plus increase of the grid transmission capacity plus additional measures for grid stabilization (like synchronous condensers) to get to a "fairly modest amount of storage."
> Trouble being they're still operating ~1200 coal power plants.
Yeah, it's because of the above points.
ehhthing 4 hours ago [-]
I dont know why people bring this up. China has nowhere near the highest per capita pollution levels.
ericmay 4 hours ago [-]
Per-capita can be bad and so can overall scale. It wouldn't matter if Norway was the highest per-capita because like 5 people live there.
omgwtfbyobbq 3 hours ago [-]
Per capita is worse by definition, unless your arguing that people with higher per capita emissions are somehow more valuable to society than those with lower.
The other aspect is that China provides a large industrial base for the West, which is arguably the West just externalizing/offshoring their emissions anyway.
ericmay 3 hours ago [-]
> Per capita is worse by definition, unless your arguing that people with higher per capita emissions are somehow more valuable to society than those with lower.
By what definition? If Norway has a 100x higher per-capital admissions rate and 5 people live there it’s inconsequential.
> The other aspect is that China provides a large industrial base for the West, which is arguably the West just externalizing/offshoring their emissions anyway.
I think that is a bad argument because China prefers to have that capacity and specifically courted it as part of their national strategy. Emissions they create are theirs to blame too. Ask China - would you rather have these factories or have lower emissions? The answer is 100% have the factories (and jobs).
When you write things like China is arguably the recipient of western emissions offshoring, despite western countries taking actions to decarbonize or add environmental efficiencies, you deprive China and Chinese people of agency and responsible for their decisions.
AnthonyMouse 22 minutes ago [-]
> When you write things like China is arguably the recipient of western emissions offshoring, despite western countries taking actions to decarbonize or add environmental efficiencies, you deprive China and Chinese people of agency and responsible for their decisions.
Not only that, it's a misdirect to try to blame countries that have more stringent emissions rules for the results in a country that doesn't.
Suppose that every country banned coal. Obviously then the location of the factories or customers wouldn't affect the amount of coal being burned because the number would be zero either way.
Suppose no country regulated emissions at all. Again the amount of coal being burned doesn't depend on the location of the factories because companies would be able to burn as much as they like regardless of where they are.
But suppose that some countries have emissions rules and others don't. As a result, the companies that want to burn coal move to the countries where they're allowed to do it. Now the amount of emissions does depend on where the factories are. But if the country where they are had the same emissions rules then they would be less competitive -- and so they choose to attract a disproportionate share of the manufacturing to a place that uses dirty power. That's definitely a choice -- compare it to the outcome where every country stops burning coal.
vlovich123 4 hours ago [-]
It’s unclear. It helps Google with their marketing that they’re a net zero carbon company. But if what’s happening is they’re displacing previous nuclear power users onto dirtier, that’s not really reducing carbon and it’s making it seem like Google isn’t the problem when it actually is - without them that community might otherwise be 100% nuclear and it would be no different from a macro level from Google adding that consumption to dirty sources.
jryle70 4 hours ago [-]
> they’re displacing previous nuclear power users onto dirtier
They are not. The plant may not survive beyond 2030 without this order.
vlovich123 2 hours ago [-]
Where did you read this? What I read is that Fortum was considering extending to 2050 as early as 2018 and finalized those plans 2 years ago. I read nothing that indicates the survival of this plant is dependent on this Google deal.
> But if what’s happening is they’re displacing previous nuclear power users onto dirtier, that’s not really reducing carbon
That's not the case, because in EU (and thus Finland) electric production is under cap-and-trade. There is just no way to increase dirty electricity production in EU. Apart from political pressure to change rules, which for example Italy is doing because Italy built their grid on gas...
vlovich123 2 hours ago [-]
If I consume all the clean energy your country can produce with my data center, explain how cap and trade blocks a country from using other sources - I don’t think anyone will like news stories of people freezing to death in the winter.
parineum 4 hours ago [-]
It's a good thing that green energy isn't a fixed quantity and more can be built if there's demand, which is exactly what Google is doing.
It's great for marketing and, you're right, that's why they are doing it but the reason it's good for marketing is that their customers care about the environment. This is the exact invisible hand mechanism in action. It's their preferences changing the behavior of one of the biggest corporations in the world and all they can do is act like it doesn't count because they don't actually care
vlovich123 2 hours ago [-]
Nuclear power plants have a huge lead time and require government approval, something the Finnish government declined to approve (Fortum had requested to build a third reactor). Solar and wind are fine but they’re not usable as a replacement for nuclear without huge battery installations which make the cost worse than nuclear. Also large installations still take time - from regulatory approvals to actually building the thing to connecting it to the grid. To give you a sense of scale, of the 53GW of planned wind projects, only 0.9GW are under active construction.
Also, unlike solar and wind, nuclear is a very important anchor source to prevent fossil fuel use in the grid. Solar and wind only absorb growth but so far have never managed to actually compete on baseload power requirements.
Illotus 41 minutes ago [-]
Note that when Fortum was declined it was because two others were given approval. Lack of new nuclear in Finland isn't because no permits, but because Olkiluoto 3 exposed the real costs so Olkiluoto 4 was cancelled. Russia was the partner in the other one so that went to hell with the attack to Ukraine.
4 hours ago [-]
anu7df 3 hours ago [-]
Everyone is rushing to send signals of AI growth to the market. Their continued valuation growth depends on it. There is no real use story that cannot be met by smaller distilled models which are far more energy efficient. I am convinced the next step will be scaremongering impending extinction level event followed by need to classify AI activities as national security related. Once you become part of the military industrial complex, it's all gravy baby!
childintime 2 hours ago [-]
Shouldn't we stop pushing the cost of things onto the public, in both CO2 and nuclear contamination?
Surely a nuclear reactor is only economical if you don't have to pay for the cost of a Chernobyl type event. Did they assess the costs? Surely they played the costs down as the public is going to pay for the consequences. Shrug. It's so easy to do business this way. The fins also expose themselves to blackmail by an adversarial neighbor.
But if this is all well reasoned we can now start building data centers on the south pole and dump the nuclear waste where no one notices it. Because that's the fumbling policy relied on. The people are being played for fools.
edukite 52 minutes ago [-]
1. Chernobyl disaster was not related in any way with nuclear plant normal functioning. It was "experiment of how low output reactor can go" proposed and exercised by people without knowledge or experience. It's monument of why government officials should not touch anything related to science
2. Chernobyl nuclear plant was very poor copy of safe by design nuclear plant. It had critical flaw in carbon based proton catching mechanism
3. Closed zone is currently habitable (except Sarcophagus area). You'll receive much higher radiation dose simply by flying to Norway. Nature is returning there, there're plans to repopulate it
4. This was in Soviet Union and power plant was "public". Most of the power plant in EU is public if not every single one. I don't have exact information on this topic
Please do not treat entire technology, which is safe, as a threat simply because some greedy, uneducated people from the past wanted better position and paid ultimate price for it
nl 29 minutes ago [-]
> some greedy, uneducated people from the past wanted better position
We don't have greedy, uneducated people who want better positions now?
edukite 22 minutes ago [-]
And died horrendous dead? Because guy who did this was in nuclear plant and was buried in lead coffin in closed zone.
His skin was falling from body while he was still breathing
The technology, compression, etc, for models are getting better and better requiring less and less H/W and power to run the same inference power.
Perhaps our hunger for ever more powerful models will be enough to offset this, but I am not sure.
This isn't investing in power infrastructure in any way, there is no reality where that nuclear plant wasn't staying in operation as long as they can possibly keep it running in the foreseeable future. Basically only way Google and Fortum will be building new nuclear capacity is by Finland promising to cover any electricity price below 15 cents per kWh in the market.
Finland has low emissions from electricity :
https://app.electricitymaps.com/map/all/yearly
71 gC02eq/kwH
France, Sweden and Norway look like good places for data centres in Europe too on the basis of low electricity emissions.
A lot of the green energy is from hydro dams and you can't really add new rivers to the geography to support additional industry.
It will be interesting to see how the Rolls-Royce SMR project works out. Since it appears to be impossible to build anything cheaply in the UK, this will be the real test.
The solution is to build nuclear power stations on ships in China, then sail them to the UK and plug them in.
If power prices elsewhere in the world become advantageous, sail them elsewhere and plug them in there.
You still have the interconnection costs, but seaside places sometimes have high voltage connections for existing or historic power plants (who themselves are water cooled)
yes, you can - with all those fiords surrounded by mountains you can use excess wind/solar (your own as well as German, etc.) and pump water up a dammed fiord to generate the electricity later when no cheap excess available.
> Finland has emerged as an attractive location for data centres because of its cool climate, plentiful low-carbon electricity and relatively uncongested power grid.
https://blog.google/company-news/inside-google/around-the-gl...
One can imagine the saunas the guys will have there :)
On the main point - there are persistent leaks/rumors that one of the main points of the Trump's envoys (Kushner and Witkoff) to Putin is building data centers in Karelia ( the Russian side of Finland border) - the same reasons of cheap electricity and plentiful of cool water.
https://en.wikipedia.org/wiki/Loviisa_Nuclear_Power_Plant
Not sure if this particular project is also sponsored by taxpayers' money or not, though.
Power prices will go up, since any growth will exceed the available power generation capacity. Power will become dirtier, since diesel generators will fill in when there is high demand. Then the community will spend a huge amount of money building out more capacity.
I think we will all soon see, communities sharing power infrastructure with massive-demand corporate customers will end badly for the communities.
I have no real evidence for this but I think a general principle of good governance is that the policy is agnostic to the industries which it affects and robust under any set of conditions, so for instance, the price that electric utilities charge should be enough to pay for expansions, either prospectively or retroactively (via loans secured before the construction, taken out against projected future revenue), rather than subsidizing the expansion with taxes collected by industries that won't be using the electricity, or exercising discretionary control over which types of industrial expansion are accommodated through investments in expanding the energy infrastructure.
Huge expansions of energy production have occurred in the past to meet growing demand for energy from then-emerging industries. And I'm not aware of any past campaigns to stop the various industries that needed energy on account of the allegation that their increase in energy usage would burden other sectors of society. I have concern that the treatment of AI compute facilities is based on public opinion rather than rule of law and consistent protection of private property rights.
I am not a regulator but that feels like something that needs new rules
2. AI requires power^
3. AI companies purchase/produce power
4. Humans complain that AI uses power (but continue to use AI)
^Same for water
This is a silly 'news cycle' witch hunt that no economist takes even mildly seriously.
Not all humans
5. when the AI bubble burts, we'll be left with huge amounts of unused/half-built data center capacity and unused power (with complications such as the data centers belonging to creditors and not being worth nearly as much as the inflated prices paid for building them).
Nuclear power plants are notorious for their long planning, approval and build times (and cost overruns). Then again, I wouldn't want to live near a nuclear power plant built as fast as a data center either...
Not Texas and Arizona. Why?
The reason Texas is experiencing a boom in data centers is friendlier power grid policies to data centers (similar to why Google is building in Finland), in combination with (relatively small) tax incentives.
Overall, it's not exactly a ton of jobs for how much money is going into them, but it isn't nothing.
I’m not disputing that data center buildouts will have some localized job creation, but the net effect of all those data centers will be overwhelmingly negative on employment if everything the AI companies are saying is true
It will be pretty, but rather quiet.
Depending on how far north you mean, you lose all or all but one of the above.
That probably matters a lot less for AI.
When Finland contracted with France to build their latest reactor, they wisely had a fixed price contract where the French company would pay for const overruns. At groundbreaking in 2005, they planned for a 2009 completion. In 2016 it bankrupted Areva, with the French government owned EDG saving parts of the company crucial to the nation. It wasn't completed u tip 2023:
https://www.helsinkitimes.fi/finland/finland-news/domestic/2...
When the US last decided to build nuclear, Westinghouse AP1000s, two in South Carolina and two in Georgia, it resulted in the bankruptcy on Westinghouse, putting all of Toshiba, its owner, at risk:
https://www.csis.org/analysis/westinghouses-bankruptcy-and-i...
The two South Carolina reactors were abandoned at the cost of a substantial fraction of the build cost, in the billions, and utility executives went to jail for deception about it. Georgia finished its two reactors, but only by creating some of the most expensive electricity out there today.
Storage and renewables are cheaper, faster to deploy, and work really really really well in Texas and Arizona. Despite nearly free natural gas in Texas due its state as a by-product of oil extraction, most of the new electricity grid assets in Texas are wind, storage, and solar, and that's independent third party investors making those choice in the grid to make money, as Texas has perhaps the "freest" electricity market in the United States when it comes to who is allowed to build grid assets and make money off them.
If the far north places have hydro that's already built and not being used, that makes sense for data centers. But new nuclear is not a serious technology, it exists mostly based on vibes.
* easy permitting
* lots of space
Something like 500g/MWh for gas/coal/nuclear (~70% of power in AZ), so a huge xAI datacenter (Colossus 2, ~1 GW/h) would use ~700 MW of this type, or ~350k gallons of water an hour, which would be 0.2% of the Colorado rivers flow rate last year.
I don't know if that's significant.
If they're tied directly to the renewables (Meta is doing this in some places), then true, not a technical increase. But you could still maybe claim they're instead preventing the equivalent reduction on average/grid (and, say, decommission of some of that coal). I suppose that's a separate point.
https://q.com/resources/how-qts-data-centers-use-closed-loop...
Pennsylvania, for example, was one of the few places to take Walmart to task for employing illegal labor.
Texas and Arizona are notoriously anti-union and anti-resident/pro-corporation.
- This is a plant that was going to be decommissioned without investment
- Finland is a rational country due to their small size and unfortunate proximity to Russia. They tend to do rational things like invest in good energy infrastructure. Nobody will be losing power due to this deal
- Finland is one of the cleanest/greenest energy markets on earth, and the country is largely a giant unpopulated forest
- Finland currently has the highest unemployment in Europe, this is a great win for them, and they correctly view this as such since they are not stupid
- While the media may try to make it happen, very few Finnish people will be wearing tinfoil hats while screaming about conspiracies that data centers destroy H20 molecules, since they have one of the best education systems in the world
This is a gross misrepresentation of the concern. Clean fresh water is locally very important and a finite resource. The vast majority of people know it does not destroy H2O molecules, but moves them to a less useful space.
"The Finland deal will ensure that the Loviisa plant keeps operating beyond 2030, the companies said in a statement. Keeping it running until 2050 will require about €1 billion of investments over the years"
https://www.bloomberg.com/news/articles/2026-09-09/google-gi...
Why does it matter that homes "aren't clean" while Google is? That's silly. There's going to be the same level of demand no matter what - the same mix of coal and nuclear inputs will happen regardless of where the outflows are. It's fungible.
More demand will in time result in an increase in supply. That's a good thing. We'll be building a lot more, and it's long overdue.
Fortum said Google's commitment would support an investment programme aimed at extending the life of the nuclear station and increasing its generating capacity."
Long-term PPAs are what you usually want because they are bankable and give you solid demand on which to expand. Which is literally what they're talking about doing.
I don't know about Finland specifically, but isn't this already the case practically everywhere?
Because then the utility company's expenses go up, which they would normally not want because it reduces their profit, except that then they can say that their profit isn't over the threshold and use that to increase revenue (i.e. raise prices) and still make the same profit but now also get the kickbacks under the table or help out their cronies by overpaying them.
It also in general deprives them of the incentive to improve efficiency, because reducing waste lowers expenses, which in a normal system you have the incentive to do because it means you make more money, but not if profit is a fixed amount defined by the law regardless of what you do.
Which is to say, it's much better to find a way to narrow the utility monopoly as much as possible and subject them to competitive pressure as much as possible, than to try to pretend that you can limit the profit of an entire monopoly supply chain by declaring that a single entity in it can only have a specific amount.
I enjoy a particularly nasty utility monopoly where I am, in a dark blue state, where there is exactly zero political interest in breaking any monopolies. Any competition would probably have to be forced at a federal level. I think less bribing of politicians would happen if you tried to make them do something they were basically already going to do.
[1] https://www.forbes.com/sites/energyinnovation/2026/03/22/uti...
Is that not the miracle of the free market?
King Richard II would have killed for an iPhone, PS5, air conditioning, and Uber Eats. He'd swap places with you, and he was king. You don't realize how awesome you have it.
Just a hundred years ago your ancestors were (probably) eating rotten meat and drinking unclean water.
I don't for a moment believe that, but apparently arguments that cannot possibly be proven are in vogue nowadays.
If supply was just in time constructed so you maybe have only like 10-30% extra vs peak, the 50% of a nuclear power plant shifts the preexisting non-Google demand onto the non-nuclear sources as the plant can no longer meet its non-Google demand. It’s generally no different than if Google acquired that electricity from the available mix rather than the plant directly.
The thing it gives them is the ability to meet their individual net-0 targets (and thus government incentives) - a local optimization at the cost of a global net negative (at least as far as carbon electricity sources goes)
China is building tens of nuclear power plants though.
Intermittent energy sources are predictable in aggregate. A fairly modest amount of storage to smooth things out and you can pretty reasonably get above 50% solar and wind. Make up a large chunk of the balance with nuclear and hydro and you're pretty close to 100%.
The last 10% is obviously the hardest, but what's the excuse for countries still doing majority fossil fuels?
> China is building tens of nuclear power plants though.
Trouble being they're still operating ~1200 coal power plants.
> Trouble being they're still operating ~1200 coal power plants.
Yeah, it's because of the above points.
The other aspect is that China provides a large industrial base for the West, which is arguably the West just externalizing/offshoring their emissions anyway.
By what definition? If Norway has a 100x higher per-capital admissions rate and 5 people live there it’s inconsequential.
> The other aspect is that China provides a large industrial base for the West, which is arguably the West just externalizing/offshoring their emissions anyway.
I think that is a bad argument because China prefers to have that capacity and specifically courted it as part of their national strategy. Emissions they create are theirs to blame too. Ask China - would you rather have these factories or have lower emissions? The answer is 100% have the factories (and jobs).
When you write things like China is arguably the recipient of western emissions offshoring, despite western countries taking actions to decarbonize or add environmental efficiencies, you deprive China and Chinese people of agency and responsible for their decisions.
Not only that, it's a misdirect to try to blame countries that have more stringent emissions rules for the results in a country that doesn't.
Suppose that every country banned coal. Obviously then the location of the factories or customers wouldn't affect the amount of coal being burned because the number would be zero either way.
Suppose no country regulated emissions at all. Again the amount of coal being burned doesn't depend on the location of the factories because companies would be able to burn as much as they like regardless of where they are.
But suppose that some countries have emissions rules and others don't. As a result, the companies that want to burn coal move to the countries where they're allowed to do it. Now the amount of emissions does depend on where the factories are. But if the country where they are had the same emissions rules then they would be less competitive -- and so they choose to attract a disproportionate share of the manufacturing to a place that uses dirty power. That's definitely a choice -- compare it to the outcome where every country stops burning coal.
They are not. The plant may not survive beyond 2030 without this order.
https://en.wikipedia.org/wiki/Loviisa_Nuclear_Power_Plant
That's not the case, because in EU (and thus Finland) electric production is under cap-and-trade. There is just no way to increase dirty electricity production in EU. Apart from political pressure to change rules, which for example Italy is doing because Italy built their grid on gas...
It's great for marketing and, you're right, that's why they are doing it but the reason it's good for marketing is that their customers care about the environment. This is the exact invisible hand mechanism in action. It's their preferences changing the behavior of one of the biggest corporations in the world and all they can do is act like it doesn't count because they don't actually care
Also, unlike solar and wind, nuclear is a very important anchor source to prevent fossil fuel use in the grid. Solar and wind only absorb growth but so far have never managed to actually compete on baseload power requirements.
Surely a nuclear reactor is only economical if you don't have to pay for the cost of a Chernobyl type event. Did they assess the costs? Surely they played the costs down as the public is going to pay for the consequences. Shrug. It's so easy to do business this way. The fins also expose themselves to blackmail by an adversarial neighbor.
But if this is all well reasoned we can now start building data centers on the south pole and dump the nuclear waste where no one notices it. Because that's the fumbling policy relied on. The people are being played for fools.
2. Chernobyl nuclear plant was very poor copy of safe by design nuclear plant. It had critical flaw in carbon based proton catching mechanism
3. Closed zone is currently habitable (except Sarcophagus area). You'll receive much higher radiation dose simply by flying to Norway. Nature is returning there, there're plans to repopulate it
4. This was in Soviet Union and power plant was "public". Most of the power plant in EU is public if not every single one. I don't have exact information on this topic
Please do not treat entire technology, which is safe, as a threat simply because some greedy, uneducated people from the past wanted better position and paid ultimate price for it
We don't have greedy, uneducated people who want better positions now?
His skin was falling from body while he was still breathing