Callaway Climate Insights

Callaway Climate Insights

Share this post

Callaway Climate Insights
Callaway Climate Insights
How data center power wars might turn on Tuesday's election
Copy link
Facebook
Email
Notes
More

How data center power wars might turn on Tuesday's election

Plus, collapse of Cali biodiversity talks imperils COP29

David Callaway's avatar
David Callaway
Nov 04, 2024
∙ Paid
2

Share this post

Callaway Climate Insights
Callaway Climate Insights
How data center power wars might turn on Tuesday's election
Copy link
Facebook
Email
Notes
More
Share

This column is for Callaway Climate Insights subscribers only, but it’s OK to share once in a while. Was it shared with you? Please subscribe.

Talen Energy’s Susquehanna Steam Electric Station, a 2-unit BWR station which generates carbon-free nuclear power outside Berwick, Pa.

Election pundits debating why so many tech titans are suddenly becoming Trumpers ahead of the vote Tuesday might look no further than the growing wars over power for AI data centers.

With Google GOOGL 0.00%↑, Amazon $AMZN, Salesforce CRM 0.00%↑, Microsoft MSFT 0.00%↑, and Facebook META 0.00%↑, and others, all scouring the globe for sources of new energy to power their growing AI universes, how a Trump or Harris administration might impact their quests from a regulatory standpoint is a bigger issue than it’s gotten credit for.

Keep reading with a 7-day free trial

Subscribe to Callaway Climate Insights to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 David Callaway
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More