AI Infrastructure Resource Risk

Where AI meets water, we map the risk

Basin-level intelligence on AI infrastructure's collision with water systems, energy grids, and carbon budgets. Research for investors, utilities, and policymakers who need the numbers before the crisis makes the headlines.

Focus Area
AI × Water
Report Coverage
Global Basins
Delivery
48 Hours
First Report
Ebro Basin
"Tu nube seca mi río"
Your cloud is drying my river
— Protest slogan of farmers in Spain's Ebro Valley,
fighting Big Tech's water consumption
What We Research
The hidden resource cost of the AI buildout
Every AI data center drinks water, draws power, and generates carbon. We map these impacts at the basin level — where the politics are real and the data is scarce.

Water Stress

Basin-level water balance analysis. Cooling technology assessments. Agricultural competition mapping. Drought scenario modeling. Regulatory concession tracking.

Energy Load

Grid capacity analysis for data center demand. Renewable vs. fossil power mix. Hidden water multiplier from electricity generation. Grid bottleneck risk.

Carbon Footprint

Facility-level emissions modeling. Scope 2 and 3 analysis for AI infrastructure. Carbon credit and offset integrity. Regulatory disclosure tracking.

Report Library
Watershed analyses
Each report covers one basin or resource system. Hydrology, data center inventory, regulatory framework, competing demands, climate trajectory, and 2028 scenario analysis.
Available Now

Ebro Basin / Aragon

Spain — Zaragoza, Huesca, Teruel
Free Download
Available Now

Potomac Basin / Northern Virginia

USA — Data Center Alley, Loudoun County
€595
Available Now

Salt River / Phoenix-Mesa

USA — Arizona, Maricopa County
€595
Coming March 2026

Johor River Basin

Malaysia / Singapore
€595
Coming March 2026

Rhine-Meuse Delta

Netherlands — North Holland, Flevoland
€595
Coming Q2 2026

Nordics Grid & Water Index

Sweden, Finland, Norway — Multi-basin
€595
Need a specific basin or region?
Commission a custom watershed analysis. We cover any basin where AI infrastructure intersects with water, energy, or carbon constraints. Delivered in 48 hours.
€2,500 Custom Report
48h Delivery
13–20 Pages
Request a Commission →
Methodology
How we build each report
Every watershed analysis follows a consistent, auditable framework across six dimensions.
01

Water System Profile

Physical characteristics, current water balance, available renewable water, recharge type, quality issues, and historical flow trends.

02

Data Center Inventory

Existing facilities, pipeline projects, cooling technology, licensed water volumes, power sources, and cumulative demand projections.

03

Regulatory Framework

Water allocation rules, priority systems, drought protocols, DC-specific regulations, and reporting requirements.

04

Climate Trajectory

Precipitation and temperature trends, drought frequency projections, evapotranspiration feedback loops, and compound risk modeling.

05

Competing Demands

Agricultural, municipal, industrial, and ecological water users. Political influence mapping and institutional allocation structures.

06

Scenario Analysis

Full buildout, constrained buildout, and technology shift scenarios modeled to 2028 with probability-weighted risk assessment.

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