Watts If? A Benchmark for Counterfactual Reasoning About the AI Data Center Buildout
Organizations: AlphaInfra · New York University · Envana Software Solutions
Abstract
An AI data center is committed years before it draws a watt: a few discrete choices (grid or on-site gas, evaporative or dry cooling, which county to file in) fix its capital, water draw, and carbon path, and LLMs are now asked to help screen them with no test of whether they track what each commitment rules out. We introduce DCBench-440, with two arms reported separately: 200 generative questions over STRIPS worlds for five US deal archetypes, with search-verified gold answers and no tested shortcut above 12% on any question type, and 240 multiple-choice questions grounded in quoted site records, emission equations, and stated scenarios. Across open-weight deployments, accuracy spans 12.5-71.5% (generative) and 58.3-92.5% (multiple choice). One skill fails everywhere: asked to list every action available at a decision gate, no model exceeds 4.0% exact match. The strongest list 72-85% of the actions that would change the project's state but omit most permitted actions that change nothing; with those excused, the best exact match is still 24%. Code, data, and other materials are available upon request.
Figures & tables
| Type | The question | Gold answer | Graded by |
|---|---|---|---|
| App | every action applicable right now | the full applicable set, no-ops included | exact set match |
| Prog | what one action adds and deletes | and | exact set match |
| Reach | a fact that can never hold | facts in no reachable state | membership |
| AReach | an action that can never apply | actions applicable in no reachable state | membership |
| Val | the first step of a plan that breaks | index of the first inapplicable action | exact index |
| Just | a plan step that buys nothing | actions whose removal leaves a valid plan | simulate the shortened plan |
Appendix figures & tables11 assets
Supplementary material from the paper’s appendix.
Appendix
| Deployment | Generative (200) | Multiple choice (240) | LO-wrong | Bank 1 | Bank 2 | ||||
| Acc. | 95% CI | Acc. | 95% CI | (138) | (120) | (120) | |||
| Symbolic oracle | 100.0 | [98.1, 100.0] | – | – | – | – | – | – | – |
| GPT-OSS-120B (OR) | 71.5 | [64.9, 77.3] | – | 91.7 | [87.5, 94.5] | 0.754 | 89.1 | 95.0 | 88.3 |
| GPT-OSS-120B (Groq) | 71.0 | [64.4, 76.8] | 1.000 | 90.8 | [86.5, 93.9] | 0.344 | 89.9 | 93.3 | 88.3 |
| GPT-OSS-Safeguard-20B (OR) | 71.0 | [64.4, 76.8] | 1.000 | not run | |||||
| GPT-OSS-Safeguard-20B (Groq) | 70.0 | [63.3, 75.9] | 0.749 | 90.4 | [86.0, 93.5] | 0.180 | 89.1 | 91.7 | 89.2 |
| Deployment | App | Prog | Reach | AReach | Val | Just | Land | NextA |
|---|---|---|---|---|---|---|---|---|
| Symbolic oracle | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 |
| GPT-OSS-120B (OR) | 0.0 | 88.0 | 96.0 | 48.0 | 76.0 | 100.0 | 80.0 | 84.0 |
| GPT-OSS-120B (Groq) | 0.0 | 92.0 | 92.0 | 36.0 | 88.0 | 100.0 | 84.0 | 76.0 |
| GPT-OSS-Safeguard-20B (OR) | 0.0 | 96.0 | 96.0 | 48.0 | 100.0 | 100.0 | 60.0 | 68.0 |
| GPT-OSS-Safeguard-20B (Groq) | 0.0 | 96.0 | 96.0 | 52.0 | 92.0 | 88.0 | 68.0 | 68.0 |
| GPT-OSS-20B (OR) | 0.0 | 84.0 | 96.0 | 36.0 | 96.0 | 100.0 | 60.0 | 76.0 |
| Deployment | btm_ccgt | grid_queue | retrofit | gulf_water | permian_gas |
|---|---|---|---|---|---|
| GPT-OSS-120B (OR) | 77.5 | 80.0 | 70.0 | 65.0 | 65.0 |
| GPT-OSS-120B (Groq) | 75.0 | 80.0 | 70.0 | 62.5 | 67.5 |
| GPT-OSS-Safeguard-20B (OR) | 77.5 | 67.5 | 75.0 | 70.0 | 65.0 |
| GPT-OSS-Safeguard-20B (Groq) | 77.5 | 67.5 | 67.5 | 70.0 | 67.5 |
| GPT-OSS-20B (OR) | 72.5 | 75.0 | 65.0 | 62.5 | 67.5 |
| GPT-OSS-20B (Groq) | 72.5 | 62.5 | 70.0 | 55.0 | 67.5 |
| Deployment | App (29) | ConsRec (34) | Inv (29) | Prog (38) | Reach (24) | Temp (24) | Trade (41) | Val (21) |
|---|---|---|---|---|---|---|---|---|
| GPT-OSS-120B (OR) | 93.1 | 94.1 | 93.1 | 78.9 | 95.8 | 95.8 | 100.0 | 81.0 |
| GPT-OSS-120B (Groq) | 89.7 | 94.1 | 93.1 | 81.6 | 87.5 | 95.8 | 100.0 | 81.0 |
| GPT-OSS-Safeguard-20B (OR) | not run | |||||||
| GPT-OSS-Safeguard-20B (Groq) | 96.6 | 94.1 | 89.7 | 78.9 | 87.5 | 91.7 | 97.6 | 85.7 |
| GPT-OSS-20B (OR) | 96.6 | 94.1 | 93.1 | 81.6 | 87.5 | 100.0 | 100.0 | 85.7 |
| GPT-OSS-20B (Groq) | 93.1 | 94.1 | 93.1 | 84.2 | 83.3 | 95.8 | 100.0 | 85.7 |
| Deployment | Env. | Power | AI wkld. | Fin./siting | Cross | Permit |
|---|---|---|---|---|---|---|
| GPT-OSS-120B (OR) | 92.5 | 97.5 | 85.0 | 97.5 | 85.0 | 92.5 |
| GPT-OSS-120B (Groq) | 90.0 | 95.0 | 82.5 | 97.5 | 87.5 | 92.5 |
| GPT-OSS-Safeguard-20B (OR) | not run | |||||
| GPT-OSS-Safeguard-20B (Groq) | 87.5 | 97.5 | 82.5 | 97.5 | 82.5 | 95.0 |
| GPT-OSS-20B (OR) | 95.0 | 97.5 | 85.0 | 95.0 | 90.0 | 92.5 |
| GPT-OSS-20B (Groq) | 90.0 | 97.5 | 87.5 | 97.5 | 87.5 | 90.0 |
| Deployment | Strict | Excl. | P | R | F1 | J | J .8 | R | R | Omit. |
| no-op | chg. | no-op | no-op (%) | |||||||
| GPT-OSS-120B (OR) | 0.0 | 0.0 | 0.94 | 0.37 | 0.50 | 0.35 | 4.0 | 0.78 | 0.16 | 88 |
| GPT-OSS-120B (Groq) | 0.0 | 4.0 | 0.89 | 0.36 | 0.48 | 0.35 | 12.0 | 0.72 | 0.17 | 85 |
| GPT-OSS-Safeguard-20B (OR) | 0.0 | 24.0 | 0.91 | 0.44 | 0.57 | 0.42 | 4.0 | 0.85 | 0.21 | 91 |
| GPT-OSS-Safeguard-20B (Groq) | 0.0 | 20.0 | 0.89 | 0.39 | 0.51 | 0.36 | 0.0 | 0.82 | 0.15 | 90 |
| GPT-OSS-20B (OR) | 0.0 | 16.0 | 0.84 | 0.45 | 0.55 | 0.41 | 0.0 | 0.82 | 0.24 | 89 |
| Deployment | Correct | Wrong | Ungrounded | Unparseable | Out of tokens | Empty | App misses |
| GPT-OSS-120B (OR) | 143 | 56 | 0 | 1 | 0 | 0 | 15/9/1 |
| GPT-OSS-120B (Groq) | 142 | 58 | 0 | 0 | 0 | 0 | 12/12/1 |
| GPT-OSS-Safeguard-20B (OR) | 142 | 57 | 1 | 0 | 0 | 0 | 12/13/0 |
| GPT-OSS-Safeguard-20B (Groq) | 140 | 58 | 2 | 0 | 0 | 0 | 12/13/0 |
| GPT-OSS-20B (OR) | 137 | 59 | 1 | 0 | 3 | 0 | 13/12/0 |
| GPT-OSS-20B (Groq) | 131 | 69 | 0 | 0 | 0 | 0 | 12/12/1 |
| Deployment | Reasoning | Max out | Gen tokens | MCQ tokens | Cost | Tool rows |
|---|---|---|---|---|---|---|
| GPT-OSS-120B (OR) | default | 16,384 a | 0.40 / 0.24 | 0.07 / 0.07 | 0.14 | 0 / 0 |
| GPT-OSS-120B (Groq) | default | 16,384 a | 0.40 / 0.22 | 0.07 / 0.06 | – b | 0 / 0 |
| GPT-OSS-Safeguard-20B (OR) | default | 16,384 a | 0.40 / 0.42 | – | 0.15 | 0 / – |
| GPT-OSS-Safeguard-20B (Groq) | default | 16,384 a | 0.40 / 0.39 | 0.07 / 0.11 | – b | 0 / 0 |
| GPT-OSS-20B (OR) | default | 16,384 a | 0.40 / 0.41 | 0.07 / 0.11 | 0.09 | 0 / 0 |
| GPT-OSS-20B (Groq) | default | 16,384 a | 0.40 / 0.39 | 0.07 / 0.14 | – b | 0 / 0 |
| Domain | Models | What binds | Facts | Actions | Applic. | Plan | States |
|---|---|---|---|---|---|---|---|
| btm_ccgt | Campus on its own gas turbines | Air permit, gas lateral, and fuel contract before any unit is energized | 37.0 | 32.5 | 17.2 | 17.6 | 65,911 |
| grid_queue | Utility interconnection | Screening, queue, phase-1 study, agreement, and security before any build; the three-to-seven-year path | 35.5 | 35.0 | 14.0 | 15.8 | 7,362 |
| retrofit | Densifying a live site | Feeder budget: a dense rack costs two feeders air-cooled, one liquid-cooled | 34.2 | 31.2 | 12.4 | 9.9 | 6,946 |
| gulf_water | Coastal site, scarce water | One-shot cooling fork, evaporative or dry; sets the site’s water draw | 21.6 | 21.5 | 8.9 | 10.4 | 241 |
| permian_gas | Gensets at well pads | Lease and gas-quality statics decide which pads can host a unit | 36.9 | 50.6 | 11.8 | 11.9 | 45,433 |
Counterfactual Reasoning in Language Models
Counterfactual reasoning in language models studies how models predict and explain outcomes when facts, evidence, actions, or contexts are changed.
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