Digital infrastructure

Data centres: the controversial frontier beneath the seas

These systems reduce energy consumption but raise other sustainability issues. However, research is making progress

Panthalassa. La start up americana, finanziata tra gli altri da Peter Thiel, sperimenta

3' min read

Translated by AI
Versione italiana

3' min read

Translated by AI
Versione italiana

Wave-powered floating balloons, underwater cylinders or wind-powered offshore platforms, from the United States to the North Sea. These are just some of the alternative solutions that form the basis of the technologies designed to underpin the economy of the future, in an effort to make it more sustainable. But today it is China that is leading the race to harness the oceans to reduce the impact of artificial intelligence on the planet.

Record consumption

Demand is growing at a staggering rate. In 2025, AI data centres consumed nearly 450 TWh worldwide, a figure which, according to estimates, could double within five years. In Italia alone, Terna recorded requests for connection to the electricity grid totalling 95.38 gigawatts in mid-August this year. Five years ago, the figures stood at around one gigawatt. The heat required to generate computing power, combined with the impact in terms of land use, calls for more sustainable solutions, particularly in light of the growing protests that have now reached Italia too.

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Energy saving

The Chinese company HiCloud has ushered in the era of commercial exploitation of the seas, having launched the world’s first undersea data centre in June. With an investment of $225 million, the facility, off the coast of Hainan Island, uses seawater for cooling, reducing energy consumption by a third, and draws power from a 24 MW offshore wind farm, housing nearly 2,000 servers with a power usage effectiveness (PUE) of less than 1.15, where 1.0 represents perfect theoretical efficiency.

The idea of placing data centres underwater is not a new one. Microsoft had already experimented with submerging containers off the coast of Scotland between 2018 and 2020: the results had been promising, but the project was put on hold, partly due to regulatory uncertainties.

Warmer waters

Underwater projects continue to face difficulties relating to maintenance – which requires the structures to be brought to the surface – as well as serious concerns about their environmental impact on seas and oceans. In the waters around the Chinese facility, a temperature rise of almost one degree has been recorded, in an ecosystem already under pressure from record ocean warming, with effects on water acidity and oxygen levels and potentially serious consequences for the marine environment.

The competitors in the field

Whilst the ocean may represent the new frontier of artificial intelligence, it also risks becoming a new battleground for environmental conflict. Research, however, continues unabated on the other side of the Pacific. Panthalassa, a start-up funded by Peter Thiel, amongst others, is trialling floating modules powered by wave energy, although costs remain high. Aikido Technologies, based in San Francisco, has instead developed a hybrid system that integrates a wind turbine, energy storage and digital infrastructure into a single floating platform, with a 100 kW prototype in Norway. The data centres are housed in the structure’s submerged legs, at a depth of around 20 metres.

Subsea Cloud, a pioneer in the sector, uses a different solution to Microsoft’s, involving pressure-equalised capsules and submersion in liquid, and claims it can install 1 MW of capacity at a cost up to 90 per cent lower than that of a comparable onshore plant.

What’s happening in Europe?

Europe is playing its own part in the sustainable development of computing power, focusing primarily on the Nordic countries. The annual cost per megawatt in Norway is around 300,000 euros, compared with around 1.5 million in Italia. Low average temperatures and an abundance of renewable hydroelectric power bring the PUE down to 1.1, compared with the 1.3 typical of southern Europe, according to estimates by Fiorenzo Manganiello, founder of Polar DC, a start-up that is shifting its focus from bitcoin mining to data centres.

But southern Europe is not left out. The Iberian Peninsula is emerging as an alternative hub thanks to competitively priced solar power. And Italia, according to Manganiello, has a specific opportunity in AI inference – the phase of model execution that requires low latency. One can envisage a distributed network of small 2–5 MW data centres, with an approach that improves resilience, reduces dependence on centralised infrastructure and could make use of disused industrial sites with existing electricity connections. With this in mind, Manganiello is working on a spin-off focused on installing small centres dedicated to AI inference in the south of the peninsula.

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