Be There Before®
Over the past year, the AI and data center narrative has evolved into a complex, interwoven web where AI infrastructure has become deeply entangled with geopolitics, security, energy sources, real estate, economics, labor, and local communities. We’re all just one red thread away from the "It’s Always Sunny in Philadelphia" conspiracy meme.
For a while, tech and energy operated as a parallel story. Data center investment moved at the speed of capital whereas power infrastructure moved at the speed of permits, regulatory delays, and long planning cycles. These stories have now merged. We’re seeing this abrupt struggle between tech and industries that power their physical AI needs — power infrastructure, construction, government — playing out in real time. The same story that reads as a major AI factory investment for one company reads as a utilities bill fight in a Southwest rural community, and a power infrastructure deal six months later. It’s the same thread, just pulled from different ends.
That’s why we made this edition of the Be There Before®, Data Center Report. If your company touches AI infrastructure, you can’t treat these as separate conversations anymore. Everything is tied together, and it boils up to affordability, economy, and scalability all at once. Your messaging needs to account for all of it.
What does this mean for comms professionals?
- Your offering and solution no longer stand alone. Be prepared to answer questions not directly tied to your business. You’re a part of a larger ecosystem, now, where you’ll be balancing opportunity with risk. Media aren’t writing about one-off projects anymore unless they’re very controversial or it’s a historic funding deal, so your best chance with the lowest risk is to be part of the larger story.
- Translate your benefits down the line to your customers' stakeholders. Help your data center customers tell a better story about how their centers impact industry, economics, and public good.
- Explore more integrated storytelling for differentiation. Everyone involved in the AI infrastructure boom is starting to sound the same. Using multiple channels with better visuals and content that clearly articulate your value proposition in this ecosystem will help your company stand out. To own more of the crowded space, you will have to consider sponsored events and paid digital to carve out your own corner.
Data center conversations continued to build across media and social as AI infrastructure expansion met intensifying public pushback. News coverage increased 51% in the last six months, fueled by major stories like AWS's $15B AI revenue run rate, Microsoft’s $150B AI investment, and large-scale project proposals across the Southeast. Community opposition to data centers became a defining narrative, reflected in social media conversations jumping 157% in six months. Local concerns over water, land use, power costs and demand, and transparency sparked protests and project cancellations across the country. As chatter, risk, and opportunity all increase, brands have to crystallize their unique POV — not hedge into oblivion.
No visual reflects the evolution of the data center conversation quite as clearly as the breakdown of coverage by media type. At this time last year, coverage across national, trade, and local outlets followed a similar trajectory. But as data centers are planned in more and more communities and NIMBY-ism builds, there’s a groundswell of local pushback that’s shaking up the media mix. Local coverage has increased 186% year over year. And in just the last month, local coverage outpaced national coverage by 116%. Expect this trend to continue in the months ahead, as we’ve heard from some national reporters that their readers are losing interest in the deluge of data center stories, and negative local sentiment shows no signs of slowing down.
Coverage shifted from discussing AI’s capabilities to discussing physical capacity, infrastructure strain, and resource coordination. Compared to this time last year, mentions of “infrastructure” in tech-focused media and on social increased 172% and 327%, respectively. Mentions of “power” in energy media spiked 249% year over year, and across media types, “capacity” mentions increased by more than 100% in the same timeframe. Together, these points illustrate that the questions media are asking are moving away from “What can AI do?” to “Can society support the resources needed to power AI at scale?”
Social conversations have increasingly centered on the rapid expansion of AI-driven data center infrastructure and the growing strain it places on energy systems, grids, and local resources. Discussions shifted from compute limitations to infrastructure and power constraints, with sharp increases in mentions of infrastructure, capacity, costs, batteries, and grid impacts. Social conversations also reflected rising public concern over water usage and environmental impact, rate increases, and energy security, while companies like AWS, Meta, Nvidia, and OpenAI drove spikes tied to major AI, power, and data center investment announcements.
To better understand larger themes within the data center conversation and how they are covered by the media, we examined coverage categorized by industry focus, then by investment, policy, and innovation angles.
Click on a topic below to drill down further into the conversation.
What AI Bubble? BNEF Outlook for Data Center Power Use Rises 36%,
The Liquid Cooling Revolution is Here
FERC presses on with closely watched data center rulemaking
Local Opposition to Data Centers Explodes in 2026
Nvidia overhauls the data center for OpenClaw era
Stressed US grid forcing data centers to get more flexible
xAI’s Fast, Cheap Data Center Build-Out Has Hidden Costs
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
The Small Midwest Community Leading America’s Crusade Against Data Centers
To absolutely no one’s surprise, the scarcity narrative around data centers that started in 2025 didn’t go away; instead, it got a lot louder. With a 100+% increase in coverage across the board compared to last year, we witnessed the narrative shift from “can we build enough” to “who gets access to these limited resources?” So far this year, power is the headline, water is political, and chips are a matter of global competition. One conversation to keep an eye on while the resource fight plays out? Fiber/networks. Connectivity issues haven’t disappeared, but for the most part, the media has overlooked this aspect of data center buildouts.
Every energy source still wants a seat at the data center table, but those who can deliver power fast and firmly enough to keep up with demand will eat first. Gas continued to dominate, mentioned in 27% of data center energy stories, on average. Batteries — bipartisan darlings that can play with any energy type — gained the most ground (again) due to their deployment speed and flexibility. Despite political headwinds, wind and solar stayed in the conversation, positioned as critical long-term solutions to load growth. Nuclear, on the other hand, lost momentum in the press as deployment timelines remain lengthy and uncertain.
Tech coverage is, unsurprisingly, dominated by compute power. But even with the topic’s dominance, what’s worth noting is how the media’s approach to covering the topic has changed. For a long time, the compute story was focused solely on development: who was making the chips, and where were they coming from? But in recent months, that discussion has gotten much more complex. We can see that play out in how the coverage volume of the other tech topics moves over time.
Security coverage rebounded, fueled not only by concerns about AI safety but also by growing questions about how the US maintains its position as a global compute leader. Infrastructure coverage also remained prominent as attention turned to network capacity and the challenge of bringing massive compute resources online. Meanwhile, supply chain coverage bounced back as media tied chips to geopolitical tensions and dependency risks. The takeaway: the core tech conversation hasn’t changed, but the ecosystem around it is becoming more interconnected. Your ongoing messaging should reflect that.

Where the Internet Lives, The AI-energy nexus
BNEF Switched On, PJM Grapples With Data Center Load and Supply Gaps
Catalyst with Shayle Kann, Who Benefits From the AI Bottleneck
Data Center Richness, The State of Data Center 2026
Shift Key, How Utilities Actually Think
The Daily, When A.I. Comes to Town: The Backlash Over Data Centers
The Journal, The Power Grid's AI Problem
Uncanny Valley, How Data Centers Actually Work
The Five Nine, Data Center 2.0, Untangling the Software Stack
Sentiment has always been a complicated topic because it’s subjective. The deluge of AI conversation and the extreme reactions AI invokes have made sentiment even more of a gray area. Depending on an outlet’s focus or political leaning, it may frame a story entirely differently from another outlet. We observe this phenomenon more frequently in general business-focused outlets compared to technology-focused ones. While they cover similar topics—community response to data centers, new investments from tech companies, and the need for alternative energy solutions—negative sentiment often moves in opposite directions. What may face criticism from a local community perspective is praised by tech companies or vice versa. This makes finding the right place for a story more of a strategic imperative than ever before.

The most notable change in sentiment over the last year was in overall media coverage, where negative coverage increased by more than 10 percentage points following the influx of local coverage of community pushback. This wave of negative coverage from local communities is bringing the overall story to the same inflection point in the hype cycle that tech and energy media coverage reached earlier this year. Tech and energy media are moving into the slope of enlightenment phase, and the coverage sentiment reflects the story of the day rather than an overall feeling of negativity. Overall coverage is still wallowing in the trough of disillusionment and will only move on if data centers can prove their value outweighs the resource strain they create across communities.
Local social sentiment continues to skew negative as communities increasingly associate data center growth with environmental strain and rising utility costs. Alaska, Arkansas, and Idaho each saw 34% negative sentiment in data center conversations, driven by concerns around energy demand, water usage, infrastructure strain, and community opposition to new developments. Meanwhile, high-volume states like Texas and California reflected broader anxieties tied to AI-driven expansion, including electricity costs, resource allocation, and the long-term local impact of hyperscale infrastructure growth.
Anissa Gardizy, LinkedIn
Reporter at The Information
Doug Lewin, LinkedIn
Increasing the reliability, resiliency, affordability, and sustainability of energy systems in Texas.
Energy Talking Points, Substack
Provides powerful, concise, well-referenced talking points on energy, environmental, and climate issues.
Global Data Center Hub, Substack
A leading source for insights on the global data center sector
Matt Day, LinkedIn
Technology reporter at Bloomberg News
Rich Miller, Data Center Richness, Substack
Expert insights on the world of data centers, cloud computing, and AI infrastructure.
Robinson Meyer, LinkedIn
Founding Executive Editor, Heatmap News; Contributing Opinion Writer, New York Times; Host of the Shift Key podcast
Tyler Norris, LinkedIn
Head of Market Innovation, Advanced Energy - Google
David Roberts, Volts, Substack
Volts: a newsletter about clean energy and politics.
The data shows us the data center story is speeding up and getting more convoluted. Expect the resource constraint narrative to intensify over the next 12 months as utility super-cycle investments collide with permitting backlogs, community opposition, and the first real policy fights over who bears the cost of grid upgrades.
For comms and marketing professionals, the window to own a differentiated position in this space is narrowing. The players who will break through aren't the ones announcing the biggest investments. Those stories are already crowded and getting harder to land. The ones who win are telling a systems story: how their piece of the infrastructure puzzle addresses a constraint the rest of the industry hasn't solved yet. Water. Grid resilience. Permitting speed. Community trust. These aren't soft issues anymore. They're material business risks that reporters, regulators, and local governments are actively scrutinizing.
The shift from neutral to skeptical sentiment tells us the media are done with the hype. Lead with specifics, ground your claims in measurable impact, and for your own sake, have a community story ready. The red string map is only getting more complicated from here.


SVP, Comms

VP, Comms

VP, Planning

Senior Director, Content

Director, Digital

Senior Manager, Energy Comms

Senior Associate

Senior Associate