One of the most striking observations from chairing this conference was just how much the industry had changed in the seven months since our previous AI Data Centre Power and Cooling Conference in March 2026.
Back then, water was already becoming an important consideration. By October, the conversation had moved considerably further.
Advances in low-water cooling technologies have continued at pace. At the same time, questions about freshwater availability, drought resilience, increasing industrial demand and the reliability of water-consumption forecasts have become much harder to ignore.
We have also seen greater political scrutiny, proposed moratoriums, development pauses and increasingly vocal opposition in communities concerned about the consequences of large-scale data centre expansion for their local water resources.
A recurring question throughout the conference, therefore, was not simply how much water data centres will consume, but how reliably we can forecast that demand. Where will the water come from — potable supplies, reclaimed water or other alternatives — and how will evaporative versus non-evaporative cooling technologies influence consumption?
Just as importantly, how will peak demand affect local water supplies during prolonged drought, and what level of resilience and, perhaps more importantly, robustness will be needed to ensure supplies remain dependable under the most challenging conditions?
Multiple speakers flagged up that a facility's average annual water consumption may look perfectly manageable on paper. But the picture can change considerably during an extended drought, particularly when several developments, existing businesses, agriculture, and residential customers draw from the same resources.
Likewise, a region may have substantial water resources but insufficient infrastructure to collect, treat and deliver the volumes required. Conversely, an impressive new treatment plant or pipeline does not, by itself, create additional water.
Another difficulty is that many of the assumptions being used to plan future infrastructure remain uncertain. Cooling technologies are changing, proposed developments may not all proceed, and the water requirements of future facilities could look quite different from those being discussed today.
That creates a genuine problem for utilities. They are being asked to make expensive, long-term investment decisions against demand forecasts that may change substantially before the infrastructure is completed.
What the speakers, attendees and I found particularly revealing was how often the discussions returned to the same fundamental uncertainties. Developers, utilities, regulators, researchers and technology providers approached the challenges from different perspectives, yet many of the underlying questions were closely connected. Encouragingly, as the following summaries demonstrate, the conference made real progress in bringing greater clarity to several of these issues.
The Q&A discussions were especially valuable. This was where we could challenge some of the assumptions, dig into the numbers and distinguish what is already happening from what remains an ambition or an interesting technical possibility.
Overall, the conference provided a much clearer picture of what the industry can demonstrate today, what depends heavily on local circumstances and where important questions remain unanswered.
The Breakfast Briefing — Powering AI in a Thirsty World
The conference began promptly at 8:15 a.m. with a breakfast briefing, Powering AI in a Thirsty World, delivered by Professor Shaolei Ren of the University of California, Riverside.
Professor Ren provided an excellent foundation for the discussions that followed, examining why the water footprint of AI infrastructure varies so considerably between regions, cooling technologies and operating conditions.
One of the important points emerging from his analysis was the danger of making simplistic comparisons between data centres without understanding where they are located, how they are operated and how their water consumption is calculated.
Shaolei's presentation also provided some useful context for the wider debate about direct and indirect water consumption, which several later speakers explored in considerably more detail.
The breakfast briefing transcript is available through the conference website, and I would particularly recommend reading it. There is some excellent foundational material here that helps make sense of the more detailed discussions that followed.
About These Report Highlights
What follows is a summary of my assessment of the principal findings, important data, strategic insights and wider industry implications emerging from the presentations.
The intention is to give readers a clear picture of the most consequential issues raised over the two days, without requiring them to work through every individual session.
The full conference media package goes considerably further, including video recordings of the presentations, the comprehensive conference intelligence report, full transcripts of the Q&A discussions and additional technical, commercial and strategic analysis.
For anyone wanting to examine the evidence in greater detail, that is where the complete material can be found.
The Central Findings — What Really Matters?
Before turning to the individual presentations, particularly the legislative update delivered by Andrew Parks from the Texas Senate Committee on Water, Agriculture, and Rural Affairs, it is worth drawing together the main conclusions.
For those short on time, I would argue that much of the conference came down to three connected problems.
The first is the scale and reliability of future water-demand forecasts.
Texas and other fast-growing regions are being presented with substantial development pipelines, but it remains difficult to establish how much of the proposed capacity will be built, which cooling technologies will be used and what the resulting water demand will actually be.
The second is the difference between water availability and dependable water supply.
Having water somewhere within a region does not necessarily mean a utility can deliver it to a particular development. Treatment capacity, storage, conveyance infrastructure, drought conditions and competing demands can all become limiting factors.
Just as importantly, a water system that can satisfy average requirements may still struggle when several customers experience high demand simultaneously.
The third is the question of who should finance the infrastructure needed to accommodate that uncertainty.
Should existing customers pay for additional supply and treatment capacity intended primarily for new data centres? Should developers make binding long-term commitments before utilities invest? And what happens if the facilities use considerably less water than originally forecast?
These are not theoretical questions. They are already influencing infrastructure planning and development decisions.
A further theme concerned the distinction between water resilience and water robustness, introduced particularly effectively by Dr Robert E. Mace of Texas State University.
Resilience is the ability to recover after a failure. Robustness is the ability to avoid that failure in the first place.
The distinction is important for data center facilities that cannot afford a prolonged interruption to their water supply.
We also spent considerable time examining the difference between direct water consumption at a data centre and water consumption associated with the infrastructure supporting it.
Reducing onsite freshwater requirements is clearly valuable. But the wider water implications of a particular cooling system still need to be understood. The discussion becomes more complicated when different technologies alter resource requirements elsewhere.
Finally, there was the question of public confidence.
People understandably want to know where the water will come from, whether their own supplies could be affected, who will pay for additional infrastructure and whether the assurances being given today will remain valid in ten or twenty years.
None of these questions can be answered adequately by a generic statement about sustainability.
They require credible figures, realistic infrastructure plans and a willingness to explain both the benefits and the limitations of a proposed development.
With that broader context in mind, Andrew Parks provided an excellent starting point.