T H E Q U E S T I O N
Can political and moral risk move electricity demand?
02
AI drives electricity demand for computing. Data centers decide where that electricity is used. Local opposition,
affordability and ethical concerns are starting to decide where data centers are allowed to go.
Selected data center land purchases and announced investments, 2025–2026
1
Cheyenne, Wyo.
Microsoft plans ~3,200 acres (2026)
2
Woodward, Iowa
Microsoft, 600+ acres (2026)
3
Becker, Minn.
Amazon, 348 acres, project paused
4
Querétaro, Mexico
CloudHQ, US$4.8B announced (2025)
5
Santiago, Chile
TECfusions, 40 acres /100 MW planned (2025)
6
Ceará, Brazil
Scala, R$1.2B announced (2025)
7
Johor, Malaysia
Microsoft’s 4th land parcel (2025)
Can political and moral risk move electricity demand?
02
AI drives electricity demand for computing. Data centers decide where that electricity is used. Local opposition,
affordability and ethical concerns are starting to decide where data centers are allowed to go.
Selected data center land purchases and announced investments, 2025–2026
1
Cheyenne, Wyo.
Microsoft plans ~3,200 acres (2026)
2
Woodward, Iowa
Microsoft, 600+ acres (2026)
3
Becker, Minn.
Amazon, 348 acres, project paused
4
Querétaro, Mexico
CloudHQ, US$4.8B announced (2025)
5
Santiago, Chile
TECfusions, 40 acres /100 MW planned (2025)
6
Ceará, Brazil
Scala, R$1.2B announced (2025)
7
Johor, Malaysia
Microsoft’s 4th land parcel (2025)
