To preserve America’s national security and economic competitiveness against foreign adversaries, the United States must lead the artificial intelligence (AI) era.
asserted
States → preserve → era
But, the infrastructure necessary to maintain that edge is increasingly being questioned.
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infrastructure → maintain → edge
More than 200 communities have enacted data center moratoriums or similar restrictions, a growing number of states are imposing or considering pauses, and dozens of high-profile data center projects have slowed or stopped across the country.
Certainly, local communities have legitimate questions about this buildout.
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communities → enact → buildout
Who pays for the new electricity and infrastructure?
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Who → pay → electricity
What happens to local water supplies?
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What → happen → supplies
How will noise, light and large industrial facilities affect nearby neighborhoods?
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facilities → affect → neighborhoods
And what will communities receive in return?
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communities → receive → return
Those questions deserve and must have honest answers.
But at the same time, America must keep building its data center infrastructure.
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America → deserve → infrastructure
AI is the most transformative technology of the past 100 years, one that is already driving roughly a third of U.S. economic growth.
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that → drive → growth
What we build, or don’t build, today will help determine whether America leads the AI era or falls behind China.
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America → build → China
We need a better way forward.
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We → need → way
An "American AI Infrastructure Compact" can protect communities while giving responsible projects a predictable path to construction.
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Compact → protect → construction
Four key protections include:
- Protection for ratepayers and taxpayers.
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protections → include → ratepayers
Developers agree to pay their energy costs and the project-driven infrastructure costs required to serve them, rather than shifting those costs to families and businesses.
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Developers → agree → families
Projects responsibly manage water use, siting, noise, light, and other local impacts while planning for or bringing the power they require.
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they → manage → power
Communities get meaningful information about energy and water use, a voice early enough for their input to matter and assurance that commitments can be measured and enforced.
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commitments → get → use
Major investments should expand local tax bases, create workforce and career opportunities, and deliver tangible benefits where they are built.
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they → expand → benefits
Communities have every right to demand responsible development from companies making enormous investments.
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Communities → have → investments
The goal should be to secure those protections without turning away the jobs, investment, and tax revenue responsible projects can bring.
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projects → secure → jobs
One central element of this compact — protecting ratepayers — is already taking shape.
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element → protect → shape
In March 2026, America’s largest data center developers signed the national Ratepayer Protection Pledge, committing to build, bring or buy the power their data centers need and cover the cost of the infrastructure required to deliver it.
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centers → sign → it
Since then, hundreds of utilities, developers and states have joined them in this pledge.
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hundreds → join → pledge
These arrangements can do more than shield existing customers from new costs.
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arrangements → do → costs
They can also spread fixed grid costs across a larger customer base and lower rates.
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They → spread → base
In Indiana, a utility has proposed a rate reduction that would save the average household roughly $100 a year, citing revenue from data centers and other large customers.
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that → propose → centers
In Louisiana, agreements connected to Meta’s data center will return roughly $2.6 billion to customers over two decades.
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agreements → connect → decades
And NextEra Energy has proposed $2.25 billion in bill credits for customers in Virginia, North Carolina and South Carolina as it prepares to meet a pipeline of more than 130 gigawatts of large-load demand, including data centers.
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it → propose → centers
But a compact has two sides.
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compact → have → sides
These four protections above define what communities should expect from developers.
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communities → define → developers
When a project meets those standards, government owes something in return: a clear and predictable path to approval and construction.
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government → meet → approval
That path requires government to set the rules before an application arrives, keep the goalposts in place, and approve projects that meet the standards after adequate review.
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that → require → review
That is how trust runs both ways.
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trust → run → ?
Communities know their protections will be enforced, and builders know that meeting the requirements allows them to move forward.
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them → know → requirements
America has done this before.
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America → do → this
The interstate highway system stalled for years over disagreements about who paid for what.
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who → stall → what
Progress came when the country settled on a durable cost-sharing framework that gave every party certainty.
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that → come → certainty
Big national ambitions require clear responsibilities and dependable rules.
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ambitions → require → responsibilities
That is the bargain America needs now: Communities get enforceable protections and measurable local benefits.
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Communities → need → protections
Responsible builders get clear rules and a predictable path to construction.
asserted
builders → get → construction
America gets the infrastructure it needs to lead the AI era.
asserted
it → get → era
The Aporia
