Local communities could claim $100M per gigawatt of AI compute infrastructure

This frames an emerging negotiation: as AI companies race to secure power-intensive compute capacity, local jurisdictions are discovering they have leverage to extract real revenue from the energy infrastructure hosting it. The math is stark—AI compute generates $10-40 billion per gigawatt annually, yet communities are proposing to capture just 0.2-1% of that value. They're either underpricing their leverage or accepting a tiered benefit model that leaves most gains with infrastructure operators and tech companies. The North Lanarkshire precedent could become a template for how energy-constrained regions globally price access to their grid and land, shifting the cost structure of AI scaling beyond electricity into local stakeholder returns.