Data-center companies are paying for a new kind of market research: real-time intelligence on which communities are most likely to welcome or reject their projects. Startup Hamlet has parsed tens of thousands of city council meetings by scraping local governments' video recordings and tagging comments as friendly or hostile to a potential development, CEO Sunil Rajaraman told Semafor.
Among Hamlet's paying customers are a large fund that finances data centers and a data-center developer, both looking for early signs of a moratorium or other opposition. "Where there might be more favorable political views" may well determine where future projects get built, Rajaraman said.
Hamlet's other customers include real estate developers, political action committees, and retailers. The company on Tuesday launched new rankings for where cities and counties stand on hot-button issues like zoning laws and pickleball, as well as a portal allowing users to look up what their elected officials have said. Among large local governments, Corpus Christi, Texas ranked No. 1 in speakers' opposition to data centers.
Rajaraman framed the service as a public good: "This is public sphere data. The data needs to be out there so America can make better decisions."
The appetite for such data reflects the growing financial risk that community sentiment poses to data center projects, as a national groundswell of anti-data-center activism has turned local politics into a key factor in site selection.