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Podcast

Nvidia’s Case for Why AI Will Cut Emissions

Rob sits down with the Josh Parker, head of sustainability at America’s world-leading chip designer.

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Nvidia headquarters.
Heatmap Illustration/Getty Images

America’s tech companies are transforming the electricity system — building entirely new fleets of new solar panels, batteries, and gas turbines — in order to power what are essentially warehouses filled with cutting-edge chips.

Almost all of those chips are made by Nvidia. On this week’s episode of Shift Key, Rob is joined by Josh Parker, Nvidia’s head of sustainability. They discuss the climate and electricity impacts of artificial intelligence, why Josh is incredibly bullish on AI’s ability to cut carbon emissions and whether it has done so so far, and the company's work with clean energy and fossil fuel companies.

Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.

Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.

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Here is an excerpt from their conversation:

Robinson Meyer: So Heatmap has been tracking what, to us, has been a very sudden and shocking rise of local pushback against AI data centers. And of course, this has become a larger meme over the past few months, as it’s gotten more attention. For instance, we think about 50 AI data centers or data centers broadly were canceled last year after facing local pushback. And we think more than 50 have already been canceled this year.

Are you seeing that at all at Nvidia? I mean, it doesn’t look — your quarterly results came out yesterday and they were, they absolutely blew out expectations. And so evidently it’s not affecting demand yet. But do you hear it from customers? Is this affecting Nvidia’s business at all? And how do you think about it as a risk going forward?

Josh Parker: So I’m aware of the sentiment, the paranoia around AI, mostly on a personal level because I see it on social media like other people do, as well. I’m not aware of any direct impact on our sales, so I can’t comment on that. But what I will say is, I do think it’s particularly tragic, because this technology has the potential to be the most beneficial, both for environmental goals and for social goals — so things like education and health care, and kind of across-the-board social issues benefit from AI, as well. And the concerns about AI, a lot of them are based on either erroneous data or old data. And I worry that some people don’t fully understand the net impacts, the positive as well as the negative of AI.

Plus, we have the uphill battle of, it’s really hard if the data center is being built a few miles down the road, to tie that data center — which, they don’t always look beautiful and things like that — to the benefits that the whole world is going to get from AI. So if — obviously not promising this — but AI could unlock cancer cures or cures to other diseases, and we’re seeing trends in the direction of cures and treatments and drug discovery and so forth. But it’s really hard for us as humans to draw a line between the infrastructure that we see down the street, and especially the speculative, the moonshot benefits. But even the more fundamental ones, like the benefits and productivity that we’re seeing in potential for wage growth and education and so forth, even though it’s hard for us to draw the line between the infrastructure.

So it’s understandable, but I do think it’s tragic. And I think it’s our responsibility in the tech industry to help people see the bigger picture and to address people’s concerns head on about environmental impacts and social impacts. Because the data really does demonstrate that, by and large, these data centers are pro-sustainability. They don’t have the impacts that most people are concerned about, and they’re manageable. And most data center operators are trying to operate them in a sustainable way.

You can find a full transcript of the episode here.

Mentioned:

Previously on Shift Key: Data Centers Are Creating a New Kind of Battery Monster

Previously on Shift Key: A Skeptic’s Take on AI and Energy Growth

From Heatmap: Exclusive: Local Opposition to Data Centers Explodes in 2026

This episode of Shift Key is sponsored by ...

Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.

Music for Shift Key is by Adam Kromelow.

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Q&A

How to Channel Voters’ Anxieties About Data Centers

A conversation with the Guardrails Alliance’s Shaunna Thomas.

The Q&A subject.
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This week’s Q&A is with Shaunna Thomas of the Democrat-allied super PAC Guardrails Alliance, which describes itself as “not anti-technology” but supportive of AI “rules, accountability, and a government that actually represents the public.” Part of that AI accountability they’re calling for is on data centers.

After the midterms, Guardrails Alliance sent a memorandum to all House and Senate Democratic offices arguing for AI and data center accountability to be a key part of their message and plans heading into the new Congress. Described as a “playbook for how to understand and channel anxieties about AI and data centers,” the document laid out “key narratives” that they said voters who care about these issues want to see reflected and echoed by their politics. They said the push against data centers could help Democrats build more lasting political power.

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Consider the Lobstermen Affected by New York’s Empire Wind

Plus more of the week’s biggest development fights.

The United States.
Heatmap Illustration/Getty Images

1. New York City — We have a new must-watch offshore wind lawsuit with potential implications for the entire sector — and this time, it’s from lobstermen seeking damages.

  • In late October, a family of lobstermen sued Equinor in federal court claiming the company’s compensatory mitigation program is failing to adequately make up for alleged negative impacts to lobster fishing grounds in the New York Bight. According to the lawsuit, the wind project irreparably hurt fishing in previously trafficked waters. The suit also claims that Empire Wind construction destroyed lobster fishing pots and seeks at least $75,000 in damages as well as punitive damages and attorneys’ fees.
  • The lawsuit is the first I have seen involving someone in aquaculture suing for damages over negative impacts of an already-constructed wind project, and it carries outsized implications as the Trump administration remands without vacatur the construction and operations plans for other offshore wind farms. This case is far from being decided, but that doesn’t matter: It is precisely the kind of complaint that Trump officials are likely to consider as they mull revisions to operational plans.
  • An Equinor spokesman declined to comment on the case, telling me they don’t speak on pending litigation.

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Spotlight

Data Center Developers Can’t Pay People Enough to Accept Them

Trump’s “data center dividend” appears to have backfired. Our latest poll results help explain why.

Donald Trump and data center protesters.
Heatmap Illustration/Getty Images

This year’s midterm elections called into question the efficacy of a push to pay local residents directly in exchange for building data centers.

Before the elections, I profiled the campaign for politicians to embrace the data center “dividend,” a policy idea modeled off Alaska’s Permanent Fund, which doles out checks to residents from profits off state oil, gas and mineral royalties. The Bitcoin Policy Institute, a tech policy think tank, was one of the first to trumpet the concept, but it was quickly taken up by President Donald Trump, who started raising it in speeches and on social media. “If companies want to make their Data Centers popular, pay the community, and/or individuals within the community, a ‘dividend,’” Trump posted to Truth Social on October 21.

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