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Istari · AI data centres

We’ve got cheap, clean power — and the world wants to build AI here. So why might that be a bad deal?

Good instinct that it should be a win. Let’s check it — plain and simple — then find the version that actually works for us.

82%
of Canada’s power is already clean3
10+ GW
of AI data centres are proposed — roughly 30+ big campuses1
25–150
people work in one, even when it’s huge2
01 · what we’re really selling

A data centre isn’t a factory. It’s a building that turns electricity into computing.

And it barely employs anyone — 25 to 150 people, even when it’s enormous.2 So “landing a data centre” doesn’t mostly mean jobs. It means spending electricity.

Which makes the real question simple: what do we get for each megawatt — and who pays for it?

What does a megawatt actually mean?

Drag to feel the scale. (A “campus” here ≈ 300 MW, a large AI site.4)
1,800MW of AI data centres
6
big AI campuses
1.6 million
homes’ worth of electricity, running all year4
●●●●●●●●●●●●●●●● each ● ≈ 100,000 homes
02 · the fork

The grid only sees the total. It doesn’t care if a megawatt runs a server or heats your home.

So it comes down to one choice. If the new servers pull from the power we already have, the gap gets filled by gas — your bill and our emissions go up.5 If industry builds new clean power first, and helps pay for the grid, the same building becomes a good deal.

Same megawatt — opposite result

It’s not the technology that decides whether AI is good or bad for Canada. It’s the terms. Watch the difference play out:

Follow one megawatt

1A new AI data centre opens.
clean power data centre gas backfill value to Canada
The model · you steer

Spend Canada’s clean power.

Three dials. Every one has a consequence somewhere else — there are no free wins. There’s a sweet spot where the bill even goes down. See if you can find it.

Try:
How much AI do we build?1,800 MW
6 big campuses · the power of 1.6 million homes
none6,000 MW
Does industry bring its own clean power?75%
How much of the new demand is matched by new clean energy the companies fund and build — instead of drawing on the grid we already have.
uses our gridbuilds its own
Who pays for the grid?Industry chips in
At the high end, the data centres don’t just cover their own wires — they pay into the system, and everyone’s bill goes down.
households payindustry funds public power
How much of it is ours?45%
Share serving Canadian researchers, companies and public services — rather than hosting foreign computing. Ours is worth far more per megawatt.
hosting othersmade for Canada
The verdict for Canada
A good deal
−$11 / yr
Change to your power bill
$16B
Investment
2,079
Permanent jobs
81%
Grid stays clean
45%
Made for Canada
This is the sweet spot. Industry funds its own power and chips in for the grid, so your bill actually falls — and the build still creates jobs and stays clean. That’s the deal worth making.
That’s about 6 big campuses, drawing like 1.6 million homes — and the part on our old grid adds roughly 1.6 Mt CO₂/yr from gas.
You found the sweet spot
You built 1,800 MW that pays its own way: ~$16B invested, 2,079 jobs, the grid still 81% clean — and the average power bill drops $11/yr. Screenshot it.
How other places played it

Five countries, five different bets.

“Healthy” isn’t a Canadian opinion — it’s a line others already drew. Here’s what each chose, and what Canada could borrow.

PlaceShare of its own powerThe bet they madeWhat Canada could borrow
Irelandreacted late21%Let it grow to a fifth of the grid — then froze new connections for three years.Make big sites bring their own power before they plug in.
Québecpriced itrisingDoubled the price for data centres and capped new supply.Use price to pick the highest-value uses of cheap, clean power.
Virginia, USthe warning26%Tax breaks and fast approvals built the world’s biggest hub — and bills are rising.The cautionary tale: don’t hand out the power and socialize the cost.
Norwayscreened it~3% (clean)Near-100% clean grid, but now screens demand by its value per megawatt.Take high-value computing; skip low-value, commodity load.
Texas, USstayed flexible~4%Trades grid access for flexibility — big loads agree to power down at peak.Sign loads that can ease off when the grid is tight.
Canadatoday · ~1%~1% (early)Still deciding — pipeline is huge, rules are being written now.Borrow the best of all five: bring-your-own-power, value screening, and make industry chip in.

Want to apply each strategy to Canada and watch the numbers move? Open the deep dive →

Method note — what this model is, and isn’t

A simple, transparent model — not a forecast. It shows how the same megawatts give very different results depending on the terms. Anchors: ~875 homes per MW-year and ~300 MW per large campus Illustrative; ~$12M to build each MW Reported; ~16M Canadian households Verified; gas backfill ~0.4 t CO₂ per MWh Verified. The friction is real: asking industry to fund power and chip in for bills deflects some investment elsewhere — which is the honest trade the dials expose. Full workings in the deep dive.

Sources & notes
  1. reportedCanada’s data-centre pipeline tops 10 GW across all stages; Alberta alone has 30+ projects queued. A “campus” here ≈ 300 MW, so ~30+ large campuses. CBC; Datacenter Knowledge.
  2. reportedA million-sq-ft hyperscale site runs on ~25–150 permanent staff; Microsoft’s Vaughan, ON site ≈ 250 permanent / 1,000 construction. Brookings; National Observer.
  3. verified82% of Canada’s electricity is non-emitting (hydro, nuclear, wind, solar). NRCan Energy Fact Book via Policy Options.
  4. illustrative~875 homes per MW-year = 8.76 GWh/MW-yr ÷ ~10 MWh per home; ~300 MW per large AI campus. Istari model; figures per utility norms.
  5. verifiedPower to cover a deficit comes from gas/imports at the margin, raising emissions and socializing grid costs onto bills; large-load tariffs and contributions counter this. Brookings; Columbia Climate Law.
  6. verifiedreportedIreland: data centres hit 21% of national electricity (2023); a 3-yr connection freeze; new large sites must now bring their own power. Québec doubled data-centre rates. IIEA; Pinsent Masons.