By Javier Surasky
Artificial intelligence lives in models, data, computing power, and human talent, and it has profound effects on societies and their dynamics. Yet this entire chain rests on a common foundation: the natural resources that sustain chip manufacturing, the construction and operation of data centers, electricity grids, and the other infrastructure required to develop and use artificial intelligence systems.
Before
becoming technology, AI was also Pachamama. This may seem fairly obvious, but
it has a direct consequence that receives far less attention: decisions and
public policies concerning the use of finite natural resources are also
decisions about AI’s moment zero.
Kate
Crawford (2021, p. 8) captures this through a deliberately provocative
formulation when she argues that, within the expression artificial
intelligence, the word “artificial” obscures digital technology’s
dependence on raw materials, energy, human labor, infrastructure, and
logistics.
Since
Crawford wrote those words, the material dimension of AI has become even more
extreme. In 2025, global electricity consumption by data centers grew by 17%,
while consumption by centers specifically oriented toward AI increased by 50%.
In just eighteen months, the capacity of frontier data centers specifically
designed for AI tripled (International Energy Agency [IEA], 2026a).
Speed
matters because every new piece of infrastructure requires electricity, water,
land, networks, equipment, and minerals, while also creating commitments and dependencies that may later prove costly to change.
For that
reason, I believe debates about AI need to expand to give proper weight to the
territories that sustain its infrastructure, the resources committed to its
development, and the ways in which environmental costs are distributed across
societies and generations.
The
underlying question is easy to formulate and much harder to answer: what use of
our resources and ecosystems are we willing to accept in order to build the
artificial intelligence we want?
I will
approach this question through international environmental law, focusing on
three of its principles: permanent sovereignty over natural resources,
sustainable development linked to intergenerational equity, and precaution.
Sovereignty Does Not Mean Unlimited Availability
The
principle of permanent sovereignty over natural resources emerged in connection
with decolonization, self-determination, and struggles over economic control of
the resources of newly independent countries. It was a legal and political
response to a history in which colonial resources had been treated as material
reserves serving projects decided by colonial powers.
The
principle recognizes the sovereign right of States to exploit their own
resources in accordance with their environmental and development policies,
while peoples hold title to those resources. Neither form of authority is
exercised in a vacuum, nor can either be understood as a blank check to make
decisions about natural resources without considering their social,
environmental, and intergenerational consequences.
Anghie
allows us to read this issue from a critical historical perspective: for
postcolonial States, formal sovereignty did not guarantee real economic
decision-making capacity, and struggles over sovereignty and resources were
also struggles over the material conditions needed to sustain newly won
independence and over the room for maneuver available within international
economic structures built, to a considerable extent, under conditions of
inequality (Anghie, 2004).
The digital
economy brings that debate back into view. AI promises efficiency, innovation,
investment, and competitiveness, but its deployment depends on resources
located somewhere: energy, water, land, minerals, and infrastructure. Asking who decides how those resources are used and who captures the benefits is
therefore central to understanding the political workings of AI.
Water
offers a useful example. An IEA report published in October of this year
estimates that nearly 40% of identified AI-dedicated data center capacity is
located in areas facing high or extremely high baseline water stress (IEA,
2026b).
At the same
time, research published in 2025 by Lawrence Berkeley National Laboratory found
differences of more than ten thousandfold in the water consumption associated
with different data center workloads, depending on technological and
environmental factors (Lei et al., 2025). It therefore makes little sense to
speak of a universal figure for how much water “AI consumes”: where we build
the infrastructure and what kind of infrastructure we build become critical
questions.
Minerals
pose a similar problem. Advanced digital systems depend on critical minerals used in semiconductors, servers, and specialized equipment. The IEA (2026c)
shows that advances in digital and related technologies are increasing the
strategic importance of minerals such as gallium and germanium, whose
production and refining are highly geographically concentrated.
The
expansion of this demand has uneven consequences. The International Resource
Panel warns that expanding extraction without changing current practices could
intensify social and ecological impacts in resource-producing territories
(United Nations Environment Programme & International Resource Panel [UNEP
& IRP], 2025).
I propose
reading these processes as part of an obscured geography of AI, not simply an
invisible one, since making it invisible requires work. This geography casts a
veil over the way benefits become concentrated where systems are developed and
consumed, while part of their environmental costs are displaced onto the
territories where materials are extracted, energy is produced, or the
infrastructure needed to sustain those systems is installed.
From this
perspective, sovereignty over natural resources becomes a condition of digital
transformation. If decisions about land, water, energy, minerals, and
ecosystems are left outside the technological debate, we also exclude a
substantial part of our democratic capacity to decide about the future.
Innovation Is Not the Same as Development
The second
principle is sustainable development, classically defined by the Brundtland
Commission as development that meets present needs without compromising the
ability of future generations to meet their own (World Commission on
Environment and Development [WCED], 1987).
That
definition requires an important distinction: innovation and development may
coincide, but they are not equivalent. A technology can be sophisticated,
profitable, and globally competitive while also compromising finite natural
resources, reproducing inequalities, narrowing the options available to those
who will come after us, and affecting today’s vulnerable groups more severely.
Keith Skene
approaches this question through an unsettling one: if human intelligence has
been part of the environmental crisis, why should an AI built within the same
economic and social systems automatically lead us toward a sustainable
transition? His answer is cautious: AI may contribute to that transition, but
“not as it stands at present” (Skene, 2020, p. vii).
AI can
provide tools for environmental monitoring, climate modeling, risk management,
energy efficiency, precision agriculture, and ecosystem observation. These are
important uses, but on their own they tell us little about the sustainability
of the material system required to produce and expand those technologies.
Biodiversity
allows me to take this question one step further.
In October
2026, COP17 of the Convention on Biological Diversity, held in Yerevan,
conducted the first global review of progress in implementing the
Kunming-Montreal Global Biodiversity Framework. The State of Biodiversity
Action concluded that the world is not on track to achieve the 2030
biodiversity targets adopted only four years ago (Secretariat of the Convention
on Biological Diversity [CBD], 2026a).
COP17’s
political response was the Yerevan Pathway, which identifies priorities
for accelerating action through 2030, including reducing subsidies and
incentives harmful to nature and integrating biodiversity into national budgets
and economic decision-making (CBD, 2026b).
Read in
light of the problem I am raising here, that agenda forces us to look toward AI
as well. If economic decisions are expected to incorporate biodiversity, it is
difficult to justify excluding from that calculation policies designed to
attract data centers, expand energy infrastructure, secure mineral supplies, or
develop national AI ecosystems.
A
technology policy that counts investment, computing capacity, and employment
while externalizing environmental costs offers an incomplete picture of its
results. Here we encounter a connection that I think is particularly important:
digital governance asks who controls models, data, infrastructure, and computing power, while environmental governance asks how ecosystems should be
preserved, resources used sustainably, and responsibilities and benefits
distributed. The two need to work coherently and in coordination.
At the same
time, COP17 identified limited access to technology, data, and knowledge among
the obstacles to implementing the Global Biodiversity Framework. Technology can
therefore help protect nature while simultaneously increasing pressure on it.
This ambivalence makes it insufficient to classify AI as environmentally
positive or negative. The question is under what conditions it is developed,
where its costs fall, and who retains the capacity to decide about them.
Skene
argues that sustainable thinking has ceased to be an ethical supplement and has
become a structural necessity. AI must therefore also be assessed in terms of
its compatibility with an ecological transition that is both just and
respectful of biodiversity.
Intergenerational
equity reinforces the point: land, water, energy, minerals, and ecosystems are
material conditions of future freedom, and a generation that irreversibly
compromises them reduces the political room for maneuver available to those
that follow.
Precaution: Deciding Before the Damage Becomes Irreversible
The third
principle is precaution. Its main value lies in providing a rule of prudence in
the face of serious or uncertain risks: where scientific uncertainty exists
alongside the possibility of serious or irreversible harm, the absence of
absolute certainty cannot automatically become a justification for postponing
preventive measures. Uncertainty should not serve as permission to move ahead
without assessment, public information, deliberation, and safeguards.
Barboza
provides a useful basis for thinking about this problem through international
environmental law: prevention in relation to risky activities includes risk
assessment, information, notification, consultation, and the balancing of
interests (Barboza, 2011).
This
matters when we confront technologies presented as inevitable, because
technological inevitability tends to depoliticize decisions that depend on
permits, investment, electricity grids, public infrastructure, and land use.
And where
there is a risk of serious or irreversible harm, deciding too late is also a
decision.
From this
diagnosis, I believe precautionary reasoning must also take into account the
speed at which difficult-to-reverse decisions can become entrenched, because
once infrastructure is installed and contractual commitments concerning energy
and access to other natural resources have already been made, the options
available for subsequent action become narrower.
The OECD’s
2025 revision of its Recommendation on Digital Technologies and the Environment
adopts an approach that calls for considering the environmental footprint of
these technologies throughout their entire material existence, improving the
measurement and transparency of their impacts, and strengthening coordination
among digital, environmental, and energy policies (Organisation for Economic
Co-operation and Development [OECD], 2025).
Precaution
also shifts the burden of justification: those promoting high-impact
territorial transformations should justify their necessity, disclose their
costs, make their risks transparent, and assess alternatives.
The Cloud Needs Land Too
For a long
time, the metaphor of “the cloud” encouraged us to imagine digital
infrastructure as almost immaterial. Today we know that this supposed
immateriality has very earthly expressions in hyperscale data centers with high
energy and water consumption, submarine cables, and chip production, all of
which intensify demand for finite minerals extracted from somewhere.
Digital
chains can therefore draw their own geography and be “mapped” onto territories
that sustain life and the conditions for its reproduction. Sovereignty over
natural resources must also be exercised as an intergenerational
responsibility. Ultimately, there can be no technological sovereignty without
ecological sovereignty, and no digital justice without climate justice.
The promise
of democratizing AI encompasses decisions about algorithms, territories,
natural resources, and the location of infrastructure. My reading of the
evidence gathered here is that AI governance must extend to this reality,
interacting with existing international spaces for environmental protection and
assuming responsibilities of its own.
The current
pace of AI expansion shows that its growth is moving at a rate that electricity
grids, supply chains, and planning processes are struggling to keep up with
(IEA, 2026a), implying a pattern of use that is unsustainable even in the short
term.
References
Anghie, A.
(2004). Imperialism, sovereignty and the making of international law.
Cambridge University Press.
Barboza, J.
(2011). The environment, risk and liability in international law.
Martinus Nijhoff Publishers.
Crawford,
K. (2021). Atlas of AI: Power, politics, and the planetary costs of
artificial intelligence. Yale University Press.
International
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International
Energy Agency. (2026b). Powering artificial intelligence: Strategies for
integrating data centres into electricity systems. IEA.
International
Energy Agency. (2026c). Global critical minerals outlook 2026. IEA.
Lei, N.,
Lu, J., Shehabi, A., & Masanet, E. R. (2025). The water use of data center workloads: A
review and assessment of key determinants. Resources, Conservation and
Recycling, 219, 108310.
Organisation
for Economic Co-operation and Development. (2025). Revised recommendation of
the Council on digital technologies and the environment
(C/MIN(2025)10/FINAL). OECD.
Secretariat
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action: The global report on collective progress. Convention on Biological
Diversity.
Secretariat
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Convention on Biological Diversity.
Skene, K.
R. (2020). Artificial intelligence and the environmental crisis: Can
technology really save the world? CRC Press.
United
Nations Environment Programme & International Resource Panel. (2025). Financing
the responsible supply of energy transition minerals for sustainable
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World
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