The panel agrees that the Xlinks project in Devon faces significant execution risks due to local opposition, regulatory uncertainty, and potential environmental impacts. The project's hybrid nature (1.5GW data center + 1.8GW BESS) complicates the approval process and could lead to delays and increased costs.
Risk: Local opposition and regulatory uncertainty leading to project delays or cancellation.
Opportunity: None explicitly stated.
This analysis is generated by the StockScreener pipeline — four leading LLMs (Claude, GPT, Gemini, Grok) receive identical prompts with built-in anti-hallucination guards. Read methodology →
The datacentre revolt spreading across the US has reached the rolling hills of north Devon in an uprising against a planned hyperscale AI data campus in the middle of a globally protected landscape.
Perched on an inland cliff, the town of Great Torrington has views that stretch for miles over the landscape of the Unesco biosphere reserve in which …
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The datacentre revolt spreading across the US has reached the rolling hills of north Devon in an uprising against a planned hyperscale AI data campus in the middle of a globally protected landscape.
Perched on an inland cliff, the town of Great Torrington has views that stretch for miles over the landscape of the Unesco biosphere reserve in which it sits, taking in the winding River Torridge and rolling acres of wooded valley and wildflower meadows. Pastoral and peaceful, its history was notably punctured by violence in 1646 when the royalists’ resistance in the first English civil war was brought to an end by the parliamentarian New Model Army in a battle fought out in the narrow streets in heavy rain and darkness.
Today, a very 21st-century threat is rippling through the same country lanes as the AI boom reaches the pubs, churches and parish halls of Great Torrington and its surrounding villages.
The countryside that makes up the biosphere has been selected by a British company, Xlinks, to house a 1.5GW AI datacentre, one of the largest in Europe, as well as a vast 1.8GW battery energy storage system, or BESS.
About 344 hectares (850 acres) of countryside have been secured for the huge campus, with five vast buildings ranging in height from 50 to 130 feet. Listed buildings on the site, Xlinks says, will be relocated and transformed into a visitor centre.
Such is the anger locally that the new campaign against the AI datacentre has drawn in tens of thousands of people, uncovered what campaigners say is evidence of secret deals and adopted tactics being used by activists in the US such as Erin Brockovich.
A recent public meeting in Great Torrington was hosted by Elizabeth Humphreys of the US campaign group Not in My Valley. She was one of the forces behind achieving a permanent datacentre ban in Coachella, California, over concerns about air pollution, water and energy use.
“We’re fighting the largest companies that have ever existed in the world, and that is scary but we are all fighting this together,” Humphreys said.
“This is a global issue; we are all connected. People across the world are standing up and fighting back.”
Today within the halls and pubs of Great Torrington and the villages of Huntshaw and Weare Giffard, the AI project is the main talking point. And the question being asked is: why here, in a protected UN biosphere, on productive farmland?
The proposal was first announced to the public this summer with a call by Xlinks for a collaborative approach. But adopting the tactics of veteran campaigners like Brockovich, people from the Devon Datacentre and BESS action group took to their keyboards – researching, rallying and requesting more information in a series of freedom of information (FoI) applications.
What they uncovered fuelled the rising tensions. Documents released under FoI revealed the company had been in closed discussions with council officials since March 2025.
In April, the council issued a letter of “in-principle support” before any environmental statement or public consultation – and more than a year before the proposal was made public.
Torridge district council told the Guardian the** **pre-application process was standard practice and was confidential. A spokesperson said it was not confirmation of any proposal and intended to offer guidance on whether a proposal was acceptable in principle in planning terms.
In an email dated 18 December 2025, council officials and the developers discussed creating links with a sixth form college in Exeter and a stakeholder engagement plan. “Who do we all feel it is critical to get onboard and when both locally and further afield?” the email asked.
Emily Clark, of the Devon Datacentre and BESS action group, said: “Email exchanges and private meetings spanning the past 18 months reveal some officers treating the project as a foregone conclusion. Community frustration is understandably at boiling point.
“How can the largest and most costly infrastructure proposal in the nation be conducted almost exclusively in secret?”
FoI requests also uncovered a detailed site plan not released to the public. It revealed the two largest buildings would measure 335 metres by 267 metres and cover approximately nine hectares (22 acres) of ground footprint each – both big enough to house Exeter Cathedral 18 times over, campaigners say. Xlinks said its proposals cover about 344 hectares (850 acres) but only a third would be developed; the majority of land would be open to the public or used for new habitat creation to support wildlife, they said.
The campus would also house a 1.8GW battery energy storage system (BESS) involving 1,720 containerised units, dwarfing the largest operational BESS currently in Britain, such as the 100MW Bramley facility in Hampshire.
The UK urgently needs vast BESS facilities to balance electricity supply and demand as wind and solar power generation increase. The government estimates the country requires 23-27GW of battery capacity by 2030 to meet its clean power goals, which it describes as a “very significant level of increase”. But according to research by the House of Commons Library, the government does not hold data on the projected land use required for the expansion, has no specific policies for their location, and has no definitive estimate of the number of operational BESS facilities or their current total capacity. Campaigners in Devon say this creates a “regulatory wild west”.
Clark said: “We’re facing the biggest construction proposal of its kind in the UK, and for that matter, in Europe. It would not only annihilate 850 acres of prime north Devon farmland and breathtaking countryside – an ecological gem – but have massive repercussions for the entire region.
“At their sole public town hall meeting in June, Xlinks assured residents they intended to work collaboratively with our community. Regrettably, genuine dialogue has been nonexistent.”
Those rallying against the proposal cite its proposed location in a globally protected environment, water consumption, wastewater runoff potentially containing toxic Pfas, known as “forever chemicals”, air pollution, high background noise, safety and fire risks associated with the BESS and the industrialisation of open countryside.
In the last few weeks 30,000 people nationally have signed a petition launched by Cheryl Cottle-Hunkin, the cabinet member for rural affairs for Devon county council, calling on the government to pause all datacentre and BESS plans outside designated AI growth zones.
“Proposals like this outside AI growth zones are highly problematic, because they may seek to evade regulation and government scrutiny,” said Cottle-Hunkin. “We need an urgent national conversation on AI and associated infrastructure to make sure it’s on the right scale and in the right place.”
After the hottest summer on record, north Devon remains under a hosepipe ban and the potential water usage of such a vast site is a significant concern.
Xlinks says the data campus will be self-sufficient in water terms, recirculating it to absorb heat and topping up mainly from rainwater. But an FoI answer revealed that under extreme conditions, such as severe heatwaves and serious droughts, annual water consumption could reach approximately 2.9bn litres.
Xlinks told the Guardian that the design on which that water consumption estimate was based had been superseded by a new design that would be released during public consultation and in the planning application.
Community tensions erupted this week when protesters rallied and demanded answers about secrecy and due diligence outside a Torridge district council meeting. Doug Bushby, the chair of the council, responded by threatening to call the police over “unsubstantiated and unfounded allegations, abuse, harassment and intimidation”.
When planning applications were received, he said, “they will be dealt with within the same legislative, professional and operational boundaries that exist for all planning applications”.
Meanwhile, PR agents for Xlinks are contacting parish councils for private conversations.
On 18 September, Monkleigh parish council said the PR company Coast Communications had sought a closed meeting. Councillors said the minutes should be made public, and a recording released, but this was refused.
“As a result … Monkleigh parish council will not be accepting the invitation from Coast Communications on behalf of Xlinks to a closed meeting with them and therefore no meeting will be taking place,” the council said.
Xlinks is no stranger to Great Torrington. The company was behind a plan in 2024 to bring wind and solar energy to the UK from Morocco through subsea cables that would come ashore on the north Devon coast, including the building of a new electricity substation. But the government said it would not support the project because it was not in the UK’s national interest and did not clearly align strategically with the government’s mission to build homegrown power.
Xlinks said in a statement its £13.8bn AI and BESS project would bring significant economic investment, between 600 and 1,200 jobs and clean energy infrastructure to the region.
“We will ensure that the Devon data campus is designed sensitively for local people and the environment,” the company said.
“We are carrying out nature and wildlife surveys on site. We must legally improve biodiversity by at least 10%, and plan to exceed this by some margin. Buildings will be sited to minimise visibility, through topography, landscaping and the existing treeline.”
An environmental impact assessment was under way and any mitigation required would be built into the design and secured through planning conditions, Xlinks said.
A spokesperson for Torridge district council said Xlinks had planned to undertake a public consultation in July, but this was postponed until later in the year: “When any proposals are received these will be validated and details will be published on the council’s planning portal … We appreciate that this proposal will understandably continue to generate a lot of local interest.”
A spokesperson for the Department for Energy Security and Net Zero said: “Every battery storage facility we build helps protect families from future energy shocks.
“We have commissioned the national energy system operator to develop the first ever strategic spatial energy plan, which will support a more actively planned approach to energy projects, to bring good jobs to communities and help to lower bills.”
AI Talk Show
Four leading AI models discuss this article
Opening Takes
“The absence of a centralized UK spatial planning policy for AI infrastructure creates an unquantifiable execution risk that will lead to significant project delays and capital impairment for developers.”
This project represents a critical failure in the UK's 'AI-first' industrial policy. By attempting to force hyperscale infrastructure into a UNESCO biosphere without a national spatial planning framework, Xlinks has created a massive regulatory and reputational liability. While the energy transition requires BESS capacity, the lack of transparency from the Torridge district council suggests a high risk of project cancellation or multi-year litigation delays. Investors should view this as a cautionary tale: the 'AI infrastructure' trade is hitting a wall of localism that will drive up CAPEX and execution risk for all firms operating outside of designated industrial hubs. The valuation of such projects must now include a 'social license' discount.
If the UK government designates AI infrastructure as 'Nationally Significant,' they could bypass local planning authorities, potentially turning this 'revolt' into a non-factor for the project's ultimate viability.
“The article's real warning is not about one datacentre, but that Britain's planning system cannot absorb the volume and speed of energy infrastructure needed by 2030 without either centralizing siting decisions or abandoning net-zero timelines.”
This article frames a classic NIMBY revolt, but obscures the genuine infrastructure crisis. The UK needs 23-27GW of battery capacity by 2030—that's not negotiable physics, it's grid stability. Xlinks' 1.8GW BESS is ~7% of that gap. Yes, the secrecy is poor optics and the water concerns (2.9bn litres under stress) deserve scrutiny. But the article never asks: if not here, where? Devon's biosphere is protected, but so are most of Britain. The real story isn't whether this specific site is wrong—it's whether the UK has regulatory capacity to site ANY large infrastructure without 18-month FoI wars. That's a systemic risk to net-zero timelines, not a local planning dispute.
If Xlinks' previous Morocco cable project failed on 'national interest' grounds, maybe this one should too—the company has a track record of overselling and underdelivering, and the secrecy suggests they knew local opposition would be fierce from day one.
“Community and regulatory pushback outside AI growth zones will materially delay or shrink the UK's planned BESS and datacentre buildout.”
The Devon revolt against Xlinks' 1.5GW AI datacentre and 1.8GW BESS on 344 hectares of Unesco biosphere land exposes execution risk for hyperscale projects sited outside designated growth zones. FoI documents show 18 months of closed council talks and an 'in-principle' letter before public consultation, fueling 30,000-signature petitions and US-style tactics. Water draw of up to 2.9bn litres in extremes, plus BESS fire and PFAS concerns, collides with hosepipe bans and the UK's 23-27GW battery target by 2030. This pattern of secrecy and land-use friction could raise permitting timelines and capex for similar UK schemes.
Xlinks' revised design may cut water use sharply and deliver the mandated 10% biodiversity net gain plus 600-1,200 jobs, allowing national clean-power mandates to override local objections once the formal application is filed.
“The Devon proposal exposes material regulatory, environmental and water-use risks that could delay or derail the project, making it riskier than implied by the piece.”
Taken at face value, the Devon proposal aligns with the AI infra and large-scale storage push, promising jobs and regional grid benefits. But the Guardian piece foregrounds opposition and secrecy, which may exaggerate how intractable this will be. Missing context includes formal planning timelines, environmental impact assessment hurdles, and the evolving UK energy strategy for storage; the 1.8GW BESS and 1.5GW data campus would be among the largest in Europe, inviting outsized scrutiny on water use, PFAS, and safety. FoI disclosures of closed discussions are not unusual pre-application moves. The economics hinge on a timely, policy-aligned approval path and disciplined capex.
Against my stance, the strongest counterpoint is that the anti-landing is localized and temporary; once EIA, public consultation, and the benefits (jobs, energy security) are emphasized, support could rise. In other words, the 'global revolt' narrative may overstate blockers.
The Debate
Responding to Claude
“The developer's reliance on back-channel lobbying to bypass local planning creates a structural political risk premium that will ultimately erode project IRR.”
Claude and Grok miss the fiscal reality: Xlinks is essentially attempting a regulatory arbitrage play. By bypassing standard transparency, they aren't just facing NIMBYism; they are inviting a 'social license' tax that will inflate their cost of capital. If the UK government intervenes to override local planning, they set a precedent that turns every future greenfield site into a litigation magnet. This isn't just a grid stability issue; it's a fundamental mispricing of political risk by the developer.
Responding to Gemini
“The secrecy is poor optics, but the real blocker is whether Westminster will use NSID powers—a political choice, not a market failure.”
Gemini conflates two separate risks. Yes, precedent matters—but the UK already has a 'Nationally Significant Infrastructure' designation (NSID) pathway that explicitly exists to override local planning for energy projects. Xlinks isn't inventing regulatory arbitrage; they're using a legal tool designed for this. The real question: does NSID designation happen? If yes, Gemini's 'social license tax' thesis collapses. If no, it's not because of secrecy—it's because the government won't politically burn the political capital. That's a government-risk call, not a developer-risk call.
Responding to Claude
“NSID covers only the BESS, leaving the data-center component exposed to standard local planning friction.”
Claude assumes NSID cleanly resolves the siting issue, but the project's hybrid structure—1.5GW data campus plus 1.8GW BESS—means only the storage portion likely qualifies. The data-center element falls under separate local and environmental regimes, creating overlapping consents that NSID cannot preempt. This layered approval risk extends timelines and legal exposure beyond the binary 'government intervenes or not' framing.
Responding to Claude
“Two-track approvals and partial NSID coverage mean storage benefits may not fully mitigate siting risk, raising capex and delaying value realization.”
Claude’s NSID framing may overlook the fact that the data-center portion isn’t clearly NSID-eligible, creating two-track approvals with higher interdependencies and potential conflicts across environmental and telecom regimes. Even with NSID, capex could rise 10-30% from staggered financing and contingencies, threatening IRR. If NSID only covers storage, Xlinks remains exposed to local battles elsewhere, depressing near-term value.
Panel Verdict
NEUTRAL No ConsensusThe panel agrees that the Xlinks project in Devon faces significant execution risks due to local opposition, regulatory uncertainty, and potential environmental impacts. The project's hybrid nature (1.5GW data center + 1.8GW BESS) complicates the approval process and could lead to delays and increased costs.
None explicitly stated.
Local opposition and regulatory uncertainty leading to project delays or cancellation.
This is not financial advice. Always do your own research.