I believe President Trump’s interest in Greenland is primarily due to the potential for massive future revenues from some of the world’s largest untapped deposits of rare earth elements (REEs)—including neodymium, dysprosium, yttrium, and other heavy REEs like terbium.
Packaging this instead as national security and strategic positioning in the Arctic—with an emphasis on countering Russian and Chinese influence in the region—is brilliant.
An additional dimension is that AI data centers are energy guzzlers—projections from Goldman Sachs Research (e.g., https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030) show they could drive a 165% increase in electricity demand by 2030, with cooling alone consuming 30–40% of the energy in traditional installations.
Greenland’s Arctic climate offers “free cooling” via natural cold air, which lowers costs and allows for massive, efficient buildings without energy-intensive HVAC.
Once again, President Trump is showing his amazing business acumen.
Packaging this instead as national security and strategic positioning in the Arctic—with an emphasis on countering Russian and Chinese influence in the region—is brilliant.
An additional dimension is that AI data centers are energy guzzlers—projections from Goldman Sachs Research (e.g., https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030) show they could drive a 165% increase in electricity demand by 2030, with cooling alone consuming 30–40% of the energy in traditional installations.
Greenland’s Arctic climate offers “free cooling” via natural cold air, which lowers costs and allows for massive, efficient buildings without energy-intensive HVAC.
Once again, President Trump is showing his amazing business acumen.
AI generated image with Grok
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