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When I stepped into the yellow-ish gray haze of New York City on Tuesday night, the air tasted of soot. My eyes stung and watered, inducing a headache. Even if you’ve felt it before, the visceral experience of wildfire smoke is a shock to the system. My mind went into flight mode. Do we need to get out of here? I thought. Like, right now, but also ... more permanently?
It’s not that I think of New York City as a climate safe haven. Increasingly crushing heat and humidity has repeatedly sent me into a panic. In the fall we play Russian Roulette with hurricanes. Scientists recently estimated that $8.1 billion in damages caused by 2012’s Hurricane Sandy were attributable to climate change-driven sea-level rise.
But despite the fact that this isn’t even the East Coast’s first experience with wildfire smoke, I doubt anyone here was expecting to be subjected to amber skies or spend hours tracking down an emergency air purifier. I may not be the only one contemplating an exit.
So where to go?
There’s now a whole genre of studies and articles designating certain cities or regions climate havens. In 2019, then-Harvard professor Jesse Keenan famously pronounced Duluth, Minnesota, “climate-proof,” for its cool temperatures and proximity to fresh water. Word spread, and Californians fleeing wildfires soon arrived. The mayor of Buffalo, New York, has deemed his city a “climate refuge” for similar reasons. Scientists have also nodded at places like Vermont and Portland, Oregon.
At the same time, many of these forecasters readily admit that no place is immune from the effects of climate change. It’s more about picking your poison. Duluth may not be at great risk of dangerous heat waves, but it is already seeing more frequent, intense storms. The city sits on the western tip of Lake Superior, which is one of the fastest-warming lakes in the world. The shoreline is eroding from floods, eating away at properties and tourist destinations.
The unprecedented heatwave in the Pacific Northwest in 2021 that melted power lines, caused roads to buckle, and killed hundreds of people shattered any illusion of the region as a climate paradise — even taking scientists by surprise. There was a similar reaction when a heat wave smashed records in the typically water-logged U.K. last year.
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The current wildfires in Quebec are also upending these narratives. Buffalo might not see a wildfire any time soon, but as I write this, the city’s AQI is nearly at an “unhealthy” 200, according to AirNow, the U.S. air quality index. Burlington, Vermont, is looking better, but saw a spike up to 135 last night, which is considered “unhealthy for sensitive groups.”
Marshall Burke, a Stanford climate economist, told my colleague Robinson Meyer that he’s reconsidering his usual pitch about the effects of global warming. In the past, he said, he’s posited that wildfire smoke, rather than extreme heat, will be the main way that people on the West Coast encounter climate change. “I would not have told that story for you guys on the East Coast,” he said. “And this is still one very historic event, so I’m not ready to tell that story, but I’m going to draw the boundary a little wider next time I give a talk on this.”
We don’t yet know the degree to which the wildfires raging in Canada right now are connected to anthropogenic climate change. In the West, it’s well established that the increased severity of fires is being driven, in part, by climate change-fueled drought and aridification. That could be playing a role in the current fires burning in Western Canada.
But the causes of wildfire are complex. Quebec, where many of the fires affecting the northeast are currently raging, is not in drought. It has had a particularly warm spring, though that could be due to natural variability rather than climate change. Ellen Whitman, a research scientist with the Canadian Forest Service, told Reuters that downed trees from a recent hurricane and a pest outbreak may have also fueled the fires.
One reason the fires have gotten so bad is clear: The country’s resources are stretched thin. There are more than 400 active fires across Canada right now. A record amount of land has burned, and it’s not even summer yet. A CBC segment titled “What's behind Quebec's 'unprecedented' forest fire season?” reported that the province’s fire fighting agency has been forced “to leave most of them to burn out of control.”
I don’t know whether this week’s smoky skies could become a “new normal” in places like New York City. But that flight response is probably only going to become a more familiar feeling, perhaps one you'll need to learn to sit with, no matter where you are.
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The data center boom is everywhere you look in U.S. economic and emissions data.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
It isn’t exactly a new thought, but I’ve been struck recently by how many trends in America’s economic and environmental data are fundamentally about the data center boom and the return of electricity demand:
First, the Energy Information Administration reported this week that U.S. emissions grew by more than 2% last year, driven by surging electricity demand and an increase in coal-fired generation. What caused that higher power demand? New factories and data centers — as well as record summertime cooling demand.
Second, many of the new factories driving that higher power demand are themselves producing goods that are … let’s say … data center-adjacent. There are the enormous new semiconductor fabs, of course. But Ford and General Motors have also set up new production lines (or repurposed old ones) to manufacture grid-scale batteries to meet power demand.
Third, take a look at the recent U.S. spending on private non-residential construction — in other words, everything American companies are building that is not houses, condos, or apartments.
The construction industry’s spent almost $60 billion on data centers over the past year, which is more than it spent on all other office buildings combined (and more than it spent building warehouses, too). Just a handful of categories — data centers, power plants, electricity infrastructure, and certain kinds of electronics manufacturing — now make up a third of all U.S. private non-residential construction investment. They’ve never made up such a large share of construction spending since data collection began in 2014.
As The New York Times recently noted, the American economy is unusually dependent on the American stock market right now — and the stock market is unusually dependent on artificial intelligence. This week, investors started to balk at the enormous spending hyperscalers are planning to keep building out the AI boom; Alphabet’s shares dropped 8% this week after it boosted its planned 2026 capital expenditure and signaled 2027 will be even bigger. If the data center boom started to slow down in earnest, then more than just that budget will change.
Speaking of which, my colleague Emily Pontecorvo wrote earlier this week about how many businesses are struggling to even estimate their carbon emissions from artificial intelligence. The carbon accounting startup Watershed recently unveiled a new formula to help companies get a sense of their AI-related emissions.
But even that formula is still limited by the amount of data hyperscalers publish — and they don’t publish that much. Google, for instance, is the only AI company that has (laudably) provided estimates of its emissions on a per-prompt basis. Yet no company has published its per-token emissions, or how emissions sync up with particular models or regions.
So Emily asked Google: Why aren’t you — or any other model provider — disclosing this kind of data yet?
The tech company didn’t get back to us until after we’d published Emily’s story. But its response was interesting enough that I wanted to quote some of it here.
The problem is “industry consensus,” Cooper Elsworth, a Google spokesperson, told us. “There is currently very little consensus on how to comprehensively and fairly measure the serving environmental impact of generative AI (such as text generation),” he wrote. “Without standardized, ‘apples-to-apples’ frameworks, it is difficult to compare different providers accurately.”
That’s partly because energy use — and emissions data — can vary from site to site and depend on “custom-built hardware, software compilers, and advanced inference techniques.” And he claimed Google doesn’t always have the measurement hardware in place to provide such specific estimates: “Providing precise, repeatable data requires highly advanced measurement infrastructure,” he said. “For example, software-based energy monitoring tools often suffer from sampling biases. For our study, we had to step away from top-down averages and directly measure actual energy at the physical power supply unit (PSU) level across our deployed fleet. Not all providers have the telemetry or data sets required to benchmark their operations at this level of granularity.”
Read Emily’s story to understand the other reasons why estimating — or even “guesstimating” — AI-related carbon emissions is so challenging.
A conversation with Emma Uridge of the Kansas Health Institute.
This week’s conversation is with Emma Uridge, analyst with the Kansas Health Institute. Uridge spent copious hours analyzing state and local laws on data center development to best understand how policymakers are responding to the potential environmental public health impacts of large AI infrastructure, including power and water. The report, which came out this week, also goes in depth into those health impacts. I reached out to her to discuss what she sees as must-watch territory for our readers on this emerging policy arena.
Our conversation was lightly edited for clarity.
What is actually being done on policy when it comes to data centers — beyond moratoria of course?
So first I’d like to just talk about the point of moratoria. It’s helpful to talk about how these policies emerge in the first place. One area where moratoria are helpful is when a data center is proposed but the county has no approach for how they’d like to potentially regulate them. That’s temporary, most of the time. It lets local governments conduct research on the various impacts and also negotiate community benefits, ones that can mitigate any potential negative impacts — like Lancaster Pennsylvania, which instituted a community benefit agreement that maximized the potential benefits of development while mitigating what large data centers can do. That agreement looked at capping municipal water use at 20,000 gallons per day and requiring 100% clean energy. It had financial penalties for non-compliance. The company also committed $20 million to their local economic development and clean energy fund. There are ways to negotiate with developers.
We also see amendments to existing zoning. Data center proposals are increasingly popping up in rural areas, many of which are unzoned, so there’s no way a county can negotiate unless there’s a moratorium in place.
Other policy solutions include different performance standards or requiring on-site renewable energy, like what Jefferson County, Missouri, looked at. Also setback requirements, mandatory noise buffers, ending by-right zoning.
Where are local governments getting ideas for regulating data centers?
A lot of the technical information comes from developers. That can in cases be seen as a biased source of information. I wouldn’t say there’s a dedicated group providing assistance to local governments when a project is proposed — which is a similar story to wind industry development, where we have only a handful of consultants who provide technical advice. It can be really helpful to get a multi-disciplinary approach to hearing information. It can be helpful to have the utility commission, public health folks, those in academia, as well as the developer.
As of right now, especially in rural areas, local governments have a hard task of balancing pushback while getting the most accurate, evidence-based, neutral information to make decisions. That balance can be contentious.
What is the federal government doing on data center policy? How is the Trump administration approaching it?
A few things there. In the early days, the drive was for AI expansion and to be competitive with foreign adversaries. Now due to the amount of public pushback in red and blue localities and a more cautious approach.
I’m not seeing a lot of actual policy movement at this time.
I know the EPA is looking at the chemicals used in cooling data centers because when that water is cycled through the system, some of it is discharged into the water system, so they’re looking at the Toxic Substances and Control Act for monitoring that.
How much of an impact does this minimal federal role have on industry behavior?
Y’know, this isn’t specific to data centers. This is true for all kinds of large-scale development: there’s a need to require some sort of federal monitoring and regulation.
That’s where I see an emerging role for public health. At the federal level, there could be policy movement towards requiring some sort of environmental monitoring at data centers to make sure they’re operating responsibility. Looking at specific water use relative to water availability and what happens when there’s a time of severe, persistent drought. With air quality too — we’ve seen areas where the grid isn’t as reliable so their diesel generators are kicking on more and affecting air quality for residents.
We’re just not seeing all of that right now. We need corporate disclosure.
What do you see as the most important public health impacts from data center development?
It varies by localities. The most discussed obviously is water usage. One thing I’d note about my conversations with folks enthusiastic around emerging tech is, there are still questions that need to be asked about the capacity of localities to support a data center. Like a small town in Kansas may only be using 40% of their water for their utility needs. If a data center came online, how much of that water goes to the data center?
One area underexplored within the public health discipline is energy poverty and energy security. The ability of a household to meet the needs of everything energy provides in our lives. It’s known we have an aging electric grid but we’re not talking enough about large-scale blackouts when the grid is not sufficient to support some of these new data centers.
Plus more of the week’s big development fights.
1. Laramie County, Wyoming — Meta is fighting the fine it received in the Cheyenne data center water pollution controversy, and the conflict between the tech giant and the city’s small board of public utilities is continuing to spill out into the public.
2. Niagara County, New York — This county just rejected a solar project’s highway work permits in a show of retaliation against the state’s Office of Renewable Energy Siting.
3. Barron County, Wisconsin — The anti-solar protest is the new campaign stop in deep red Wisconsin.
4. Chesapeake, Virginia — A large battery storage project on the Virginia coastline is on the rocks amidst rampant local opposition.
5. Lewis County, West Virginia — West Virginia is now a key battleground in the fight over transmission, as a line spanning all of West Virginia and Maryland — and cutting through Data Center Alley in Virginia — causes compounding consternation.