Karen Hao writes:

One scorching day this past September, I made the dangerous decision to try to circumnavigate some data centers. The ones I chose sit between a regional airport and some farm fields in Goodyear, Arizona, half an hour’s drive west of downtown Phoenix. When my Uber pulled up beside the unmarked buildings, the temperature was 97 degrees Fahrenheit. The air crackled with a latent energy, and some kind of pulsating sound was emanating from the electric wires above my head, or maybe from the buildings themselves. With no shelter from the blinding sunlight, I began to lose my sense of what was real.

Microsoft announced its plans for this location, and two others not so far away, back in 2019—a week after the company revealed its initial $1 billion investment in OpenAI, the buzzy start-up that would later release ChatGPT. From that time on, OpenAI began to train its models exclusively on Microsoft’s servers; any query for an OpenAI product would flow through Microsoft’s cloud-computing network, Azure. In part to meet that demand, Microsoft has been adding data centers at a stupendous rate, spending more than $10 billion on cloud-computing capacity in every quarter of late. One semiconductor analyst called this “the largest infrastructure buildout that humanity has ever seen.”

I’d traveled out to Arizona to see it for myself. The Goodyear site stretched along the road farther than my eyes could see. A black fence and tufts of desert plants lined its perimeter. I began to walk its length, clutching my phone and two bottles of water. According to city documents, Microsoft bought 279 acres for this location. For now, the plot holds two finished buildings, thick and squat, with vents and pipes visible along their sides. A third building is under construction, and seven more are on the way. Each will be decked out with rows of servers and computers that must be kept below a certain temperature. The complex has been designated partly for OpenAI’s use, according to a person familiar with the plan. (Both Microsoft and OpenAI declined to comment on this assertion.) And Microsoft plans to absorb its excess heat with a steady flow of air and, as needed, evaporated drinking water. Use of the latter is projected to reach more than 50 million gallons every year. [Continue reading…]