Investing in AI Data Centers? Land and Water Could Make or Break You

Investing in AI Data Centers? Land and Water Could Make or Break You

Liftr Insights C-Level Chats

On this Liftr Insights C-Level Chat, CEO Tab Schadt discussed the resources needed for scaling and investing (financially and operationally) with new AI data center construction and advancement with Heath Lovell, Co-Founder of Dair Capture.Heath Lovell brings a unique and intriguing perspective to this industry with his direct air capture technology, Dair Capture, and also his time spent working with landowners who hold the foundational resources to AI growth. This C-Level Chat includes:

  • How Liftr Insights' tracking of AI chip deployments globally helps calculate the cost of AI power demand for strategic intelligence and cost analysis
  • The evolution of direct air capture technology for ESG, both from a social and financial investment impact, including Heath's company, Dair Capture
  • The dilemma of land and water scarcity for the AI boom, specifically with the predicaments and knowledge of private landowners selling off their land for AI data center expansion

Growth, Dynamics, and Future Trends - Powering the AI Stack

New AI Infrastructure Growth in the United States

Land and water are the foundational resources that control the growth of AI

Comparing AI Infrastructure Power Demand Costs

NVIDIA AI instances cost ~$2M in power annually in certain Texas cities

Direct Air Capture Example

Direct Air Capture (DAC) removes carbon dioxide directly from the atmosphere using engineered systems.

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