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An unprecedented demand for energy in the history of digital technology

Let’s talk facts. No assumptions, no alarmist projections—just documented facts. Training a single large language model like GPT-4 consumes as much electricity as hundreds of American households use in a year. The International Energy Agency has reported that global data center electricity consumption could double by 2026, driven largely by the explosive growth of generative artificial intelligence. Microsoft, a strategic partner of OpenAI, has seen its water consumption skyrocket in certain regions to cool its servers. Google has admitted that its climate goals are being undermined by the growth of its AI services. These figures are not fabrications by environmental activists. They are official data, published by the companies themselves—sometimes in tiny print at the bottom of the page in their annual reports.

What Altman is arguing, then, is this: this consumption is legitimate because the benefits of AI justify it. The argument isn’t without merit. AI accelerates medical research, optimizes energy systems, helps design more efficient batteries, and contributes to modeling climate change. There’s an irony in the fact that the technology that consumes the most could also be the one that helps us consume less. But this irony isn’t enough to settle the debate. On the contrary, it opens it up.

Water, rare earth elements, and sacrificed territories

Electricity is only the tip of the iceberg. Data centers also consume millions of liters of water for cooling. In regions already facing water stress, the construction of giant data centers raises profound questions of equity. While farmers struggle to secure water rights, servers running chatbots consume millions of liters of water each month. We must also address the rare earth metals needed to manufacture chips, GPUs, and the hardware infrastructure that supports AI—materials extracted under often disastrous conditions in countries of the Global South, at a human and environmental cost that no one in Silicon Valley is willing to face head-on. Sam Altman defends his industry’s consumption of resources. Fine. But does he also defend the conditions under which these resources are obtained? The question deserves a clear answer.

There is something viscerally disturbing about the idea that men who present themselves as the saviors of humanity are building their empire on materials extracted at the cost of blood, in Congolese or Bolivian mines, by workers who will never see a ChatGPT in their lifetime. The AI of the future rests on the shoulders of the present. And those shoulders—they’re bleeding.

Columnist’s Transparency Box

Editorial Stance

I am not a journalist, but a columnist and analyst. My expertise lies in observing and analyzing the technological, economic, and strategic dynamics that shape our world. My work involves dissecting the strategies of players in the digital industry, understanding the implications of global technological choices, contextualizing the decisions of major industry players, and offering analytical perspectives on the transformations that are redefining our societies.

I do not claim to possess the cold objectivity of traditional journalism, which is limited to factual reporting. I strive for analytical clarity, rigorous interpretation, and a deep understanding of the complex issues that affect us all. My role is to make sense of the facts, situate them within their technological, economic, and political contexts, and offer a critical analysis of events.

Methodology and Sources

This text respects the fundamental distinction between verified facts and interpretive analyses. The factual information presented comes exclusively from verifiable primary and secondary sources. The analyses, interpretations, and perspectives constitute a critical synthesis based on available information, observed trends, and data published by official institutions and specialized media outlets.

Primary sources: public statements by Sam Altman and Elon Musk; official reports from organizations such as the International Energy Agency; data published by companies in their sustainability reports.

Secondary sources: specialized publications in the technology sector, internationally recognized news media, and analyses by established research institutions on the environmental impact of digital technology and artificial intelligence.

Nature of the Analysis

The analyses presented in this article constitute a critical and contextual synthesis based on information available at the time of writing. Any subsequent developments in the situation could naturally alter the perspectives presented. This article may be updated if significant new official information is published.

Sources

Primary Sources

SiliconAngle — Sam Altman defends AI’s resource consumption and ridicules Musk’s plan to put data centers in space — February 22, 2026

International Energy Agency — Electricity 2024: Analysis and Forecast to 2026 — 2024

OpenAI — Strategic Partnership with Microsoft — Official Documentation

Secondary sources

The Guardian — Google says AI could jeopardize its climate goals as carbon emissions rise sharply — March 6, 2024

The Washington Post — Microsoft to Power AI with Three Mile Island Nuclear Plant — September 18, 2024

Financial Times — AI’s water use becomes a growing concern amid the data center boom — 2024

Euractiv — Ireland extends data center moratorium as electricity demand rises — 2024

Nature Climate Change — The carbon footprint of machine learning — 2022

Reuters — OpenAI and xAI rivalry deepens as Altman and Musk clash over AI direction — 2025

This content was created with the help of AI.

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