AI data centres now consume city-scale electricity; access to reliable power is as critical as chips and capital
The Intersect Power acquisition turns Google from a power buyer into a power producer, enabling direct control over generation
Rising emissions from AI expansion are pushing Big Tech to secure clean, round-the-clock energy solutions
US policymakers want tech firms to fund new power capacity so households don’t absorb AI-driven electricity costs
Renewables need storage and backup; self-supply risks shifting grid maintenance costs to other consumers
Expanding data centres will strain grids, discom finances, and planning—requiring clear rules on upgrades, storage, and load flexibility