Power, Paper, and Phantom Demand: Is the AI Infrastructure Boom Headed for a Hard Landing?
The first line from the Mick Herron novel "Real Tigers” hit home for me last week. "Like most forms of corruption, it began with men in suits." The book has nothing to do with hyperscale-class data centers like the one proposed for Hermantown. Still, after seeing video of citizens (just some real people) filling city council chambers Monday, October 26, and disrupting the planned votes to let Google move forward with its really huge project, Herron’s quote seemed apropos. Of course, since the project's inception was hidden from the public under cover of a large, Twin Cities-based commercial builder, not the project’s end user, and papered over with enough non-disclosure agreements to support a small legal practice for a year, we don’t know if any of the players were in suits. The non-violent, though loud, disruption of council meetings is a positive, healthy sign of folks exercising a fundamental right of citizenship. But for too many people in the city government ...