Transcript
thank you. Thank you. Let's turn now to other news and internal New South Wales government emails obtained by the ABC reveal that AI company Anthropic was interested in locating up to five gigawatts of AI training capacity in the state. Now, this number represents more than three times the entire capacity of Australia's data industry. It's really quite remarkable. Let's get more on this with national AI reporter Cam Wilson, who joins me uh in the studio. Cam, you you are all over this story. Talk to us about these emails. What what does it show? Yeah, so New South Wales Parliament released a tranche of emails from within New South Wales government about um interactions that the various parts of the government had been having with AI companies and data center companies. Those are actually kind of different because while many of us would know major tech companies who do AI, whether it's OpenAI, Meta, Google, Anthropic, there's also a number of companies that are Australian-owned that actually build the physical infrastructure in Australia. Um, earlier this year, Anthropic's uh US executive uh was making a visit to Australia where they end up signing a um MOU, a memorandum of understanding with the Australian government saying essentially we would love to, you know, put more of our you know, do more work here, put more of our data centers here within the kind of conditions that you would like. It's a kind of very high-level document saying, you know, we're we're into it, we'll start looking into it. But prior to that, um, emails that I got from uh inside the New South Wales government shows that we got a little bit more detail about exactly what they were interested in asking for. Specifically, this number of five gigawatts of uh AI training computer capacity in New South Wales alone. And that's kind of the first time that I think we've heard a figure like that to do with the state that gives us some insight into exactly what they want to do and put in Australia. So break down that number for us. What why is that such a significant amount? Well, uh, there's numbers out today from Data Centres Australia, which is a lobby group representing data centres, predictably, um, saying that currently Australia has 1.6 gigawatts in Australia in total. This ask from Anthropic, which I should say was a very preliminary discussion. It's been some months since then, but suggested they wanted up to five gigawatts. So, you know, my mass isn't great, but it's more than three times that, potentially in one state alone. Now, of course, that doesn't necessarily mean that they would get that much, and perhaps if they got more in New South Wales, they wouldn't get as much elsewhere. But clearly, we can kind of see from that that this company is having discussions with government suggesting that they are really interested potentially in making serious investments in Australia. That would mean some pretty serious infrastructure build-outs. Um, you know, again, over what time frame? We don't know. These companies, you know, are dealing with the here and now, but they're also probably trying to think, you know, years, even a decade in advance. This stuff building out takes a long time. So, you know, I'm sure they're all trying to figure out how to get their ducks in a row. Um, but still, that that number is an enormous amount that kind of lets us understand that we've been hearing that data center companies, AI companies want to come to Australia, they want to build up this capacity, but the amount that they are potentially asking for is such a large amount. It's not just a big thing for them, it's a big thing for Australians, for politicians, for people who are building these things out to be like, let alone do we want it, but can we even give them that much even if we really want to go for it? Yeah, you know, Cam, there's been a lot of discussions about the um uh data centers and of course the kind of resources they would need, uh, what kind of a strain that would be on Australia's own infrastructure and resources as well, but also they are bringing in some investment as well. And this is a hot topic that's going to be discussed in the National Cabinet today. What are you expecting to come out of that? Yeah, so National Camet today was looking at these um what the Albanese government calls its Australian standards. This came out of a speech that the Prime Minister gave about a month ago where he said that we want to get major AI companies to come to Australia to invest here, to you know, employ people here. Um, but also we realize that we don't want a kind of US-style backlash that you're seeing to the data centers being built across that country. And so, you know, they talk about the idea of social license. How do we, you know, um allow or set the parameters for building out this kind of infrastructure in a way that Australians feel like they're not getting taken advantage of, but they're benefiting from. And that uh what his you know recipe for that included a number of things, but the two things that are coming up at National Cabinet today are about energy and water, because um, you know, those are things that the state and uh federal governments have to come to some agreement on. Um we understand that you know some of the states, Queensland, Northern Territory, are not keen on suggestions that uh that um all data centers would have to come with a commensured amount of renewable energy. So you come on in, you say we want this much power, you've then got to source that much renewable energy yourself. Um we don't know what the outcome of that is, but that is like one of the main kind of planks of this idea that the government says if we do this right, we think that we can have it so that Australians feel comfortable and happy that these companies are coming here and setting up their infrastructure. Very interesting. Uh no doubt the conversation and the controversy will continue. Cam Wilson there, AI reporter. Thank you. Thank you.