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TRUVACE RECORD VERSION
record: TRV-2026-2578
version: 1
kind: certified
reason: Certified into the record
timestamp: 2026-11-12T07:56:39.700366Z
status: published
lens: p_space
sector: policy
headline: Data centres and the new strategic infrastructure governance: From cloud ESG to compute sovereignty
dek: Data centres have moved from the background of the digital economy to the foreground of energy, climate, industrial and national-security politics. Artificial intelligence is intensifying this shift through growing demand for compute, electricity, cooling, land, hardware and critical materials. Yet governance remains largely organised around facility-level metrics that treat data centres as bounded technical assets rather than strategic infrastructure embedded in grids, water systems, supply chains, communities…
gain_title: (none)
problem_title: An integrative review of data centres in Chile, Australia, Querétaro, Ireland and Singapore found that no institution governs trade-offs across electricity, water and planning, and that hosting a data centre gives no assured claim on compute access.
trace_subject: (none)
gain_reading: (none)
gain_evidence: (none)
problem_reading: An integrative review of data centres in Chile, Australia, Querétaro, Ireland and Singapore found that no institution governs trade-offs across electricity, water and planning, and that hosting a data centre gives no assured claim on compute access.
problem_evidence: instrument incoherence can arise without regulatory capture when no institution can govern trade-offs across electricity, water, planning and public value
quick_read: A peer-reviewed article in The Extractive Industries and Society argues that data centres have moved from the background of the digital economy into energy, climate, industrial and national-security politics, with AI intensifying demand for compute, electricity, cooling, land, hardware and critical materials.

Its two central findings are that governance can fail to coordinate across electricity, water, planning and public value even without regulatory capture, and that physical location alone gives no assured claim on compute access, workload priority, crisis continuity or higher-value layers.

The author proposes the CLOUDS framework as a diagnostic tool and describes capacity extraction, in which electricity, water, land, permits, institutional trust and community tolerance are turned into a single quantity called capacity and converted into compute. The framework is offered for testing, not as validated.
limitation: The CLOUDS framework is proposed for testing rather than presented as validated.
tag: Evidence-backed problem
key_points: Governance is mostly organised around facility-level metrics that treat data centres as bounded technical assets. | The CLOUDS framework covers Coherence, Lifecycle materiality, Operational locality, Utility burden, Digital sovereignty, and Social licence and public purpose. | The empirical design spans Chile, Australia, Querétaro, Ireland and Singapore. | Instrument incoherence can arise without regulatory capture when no institution governs trade-offs across electricity, water, planning and public value. | Hosting is not sovereignty: location alone creates no assured claim on compute access, workload priority or crisis continuity. | Higher-value layers of compute may remain controlled elsewhere. | The policy implication is strategic infrastructure bargaining over system capacity and the institutions governing its conversion into compute.
rundown: The article builds its argument through an integrative review and a tiered empirical design covering Chile, Australia, Querétaro, Ireland and Singapore, treating data centres as infrastructure embedded in grids, water systems, supply chains, communities and security architectures.

It introduces capacity extraction to describe how heterogeneous inputs, including electricity, water, land, permits, institutional trust and community tolerance, are rendered as one quantity called capacity and converted into compute whose higher-value layers may be controlled elsewhere.

The author concludes that policy should move toward strategic infrastructure bargaining that addresses both system capacity and the institutions that govern its conversion into compute.
sources:
- peer_reviewed | The Extractive Industries and Society | https://doi.org/10.1016/j.exis.2026.102036 | 2026-09-01
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