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Applied AI·October 11, 2026·1 min read

Can the AI industry persuade data center opponents by getting rid of NDAs?

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Data center moratoriums are as much a trust and transparency problem as a land-use one—tight NDAs around power, water, and emissions data are feeding local resistance. If you’re siting large AI infra, plan for proactive disclosure and community engagement now or expect permitting timelines to stretch.

Applied AI

A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN

A single 245 MW site modeled at roughly $1.3B per month in revenue puts hyperscale AI data centers firmly in the category of core economic infrastructure, not just IT spend. If you’re a large AI buyer or infra provider, power-secured, long-term sites are now a strategic asset class on par with spectrum or rail rights-of-way.