Google, every mention
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tap a year for its mentions
every year anyone Shayle Kann 82Jeremy Eliahu-Ontiveros 32Brad Langley 19Emily Kirsch 12Amin Vahdat 11Astrid Atkinson 8Stephen Lacey 7Nat Bullard 7Brian Janous 7Varun Sivaram 6
Verbatim, from the transcripts: the passages where Google comes up
What comes after the data center backlash?
- ▶ 10:45 Brian Janous Something we, we have to navigate as a, as an early stage developer that, you know, you wouldn't if you're Google or Microsoft.
- ▶ 12:02 Shayle Kann And there's a playbook now that the good developers of data centers, whether it be the peer developers like you guys or, or some of the hyperscalers, I think Google maybe is the, the best at this, have a playbook where you address all of…
When will quantum computing have its breakout moment?
- ▶ 1:05 Shayle Kann One, for example, is that Google ran an algorithm on its willow chip about 13,000 times faster than a classical supercomputer, and they called it the first verifiable quantum advantage. 2 times in the scene
- ▶ 31:24 Shayle Kann Like Google, I mean, you could tell me, is this a meaningful announcement? 2 times in the scene
Inside the AI power wars
- ▶ 0:27 Shayle Kann You know about Google's CPUs, you know about Tranium coming from Amazon, you know what Microsoft and Meta are doing, you probably know about the partnerships NVIDIA has set up.
- ▶ 4:45 Jeremy Eliahu-Ontiveros Generally speaking, I think it's fair to say that Google is the most sophisticated company. 7 times in the scene
- ▶ 9:49 Jeremy Eliahu-Ontiveros Uh, they used to be, I think, much more first, first party, uh, where they basically just had Google search, but now they also have Google Cloud.
- ▶ 9:49 Jeremy Eliahu-Ontiveros Uh, they used to be, I think, much more first, first party, uh, where they basically just had Google search, but now they also have Google Cloud.
- ▶ 14:46 Jeremy Eliahu-Ontiveros That's the size of Google today. 2 times in the scene
- ▶ 19:29 Jeremy Eliahu-Ontiveros And the Silicon Walls are fascinating, and Google stroke first, uh, surprising. 13 times in the scene
- ▶ 19:55 Jeremy Eliahu-Ontiveros Um, I, I think they understood very well that when, uh, when their biggest customer is Anthropic, and that customer is basically becoming bigger than Google from a gigawatt perspective, uh, there's just no way they're going to be always…
- ▶ 25:12 Jeremy Eliahu-Ontiveros And again, like I go back to what I said earlier, that's essentially what Google sold for by providing their balance sheet as support. 2 times in the scene
- ▶ 25:30 Jeremy Eliahu-Ontiveros So you, you would see Tranium take, take more share, TPUs take more share, Nvidia share go down just as a function of deploying more capital, uh, to get that power secured and, you know, power is revenue, right?
- ▶ 31:06 Jeremy Eliahu-Ontiveros Uh, now I would say the two companies that have avoided this to some extent so far are Amazon and Google, uh, because they are the most aggressive, uh, in putting deposits to every single utility in the U.S., right? 4 times in the scene
- ▶ 37:20 Shayle Kann Clearly you have Google, Google acquired Intersect. 4 times in the scene
- ▶ 40:32 Shayle Kann Uh, Meta, Google, Amazon have all made pretty big announcements, reasonably sized investments into different, uh, nuclear reactor technology companies, into projects. 2 times in the scene
How data centers are complicating transmission expansion
- ▶ 24:42 Shayle Kann Google or Meta or Microsoft or whoever it is, sign this ratepayer protection pledge.
Building inference data centers on the high seas
- ▶ 42:59 Garth Sheldon-Coulson Um, but we're not going to be the thing for like that result at the top of google.com or something that's like driving a self-driving car.
Inside the global fertilizer crunch
- ▶ 10:54 Josh Linville Well, according to Google, about a quarter of their population is tied to ag.
Inside Google’s massive AI capex (live)
- ▶ 1:56 Shayle Kann Amin is the chief technologist for AI infrastructure at Google. 4 times in the scene
- ▶ 4:44 Amin Vahdat I remember when Google announced its first data center in Oregon, the Dallas. 4 times in the scene
- ▶ 8:18 Amin Vahdat So probably, I mean, the analogy I would use is, uh, from Google's early days, uh, with web search. 2 times in the scene
- ▶ 9:15 Amin Vahdat In general, for let's say maps or search or ads, that's not true.
- ▶ 14:02 Amin Vahdat I would say there's actually the co-design there with our customers at Google has been one of our, uh, sources of significant efficiency.
- ▶ 14:53 Amin Vahdat What I'll say though before going down that path is that we would actually, at Google, prefer grid connected capacity. 2 times in the scene
- ▶ 23:03 Shayle Kann Is there an extent to which you are sort of uniquely capable of executing on this in the sense that Google is certainly the most vertically integrated player. 3 times in the scene
- ▶ 23:11 Shayle Kann You're from the TPUs through the cloud service, you have Gemini, you're running your own workloads and so on. 2 times in the scene
- ▶ 24:15 Amin Vahdat We co-design them with the DeepMind team that builds Gemini models.
- ▶ 35:57 Shayle Kann I don't know if this is still true within, within Google's data centers, but you solve for that by basically blank workloads to, to try to make it smooth.
- ▶ 36:30 Shayle Kann Amin Vedat is the chief technologist for AI infrastructure at Google.
The rise of flexible data centers
- ▶ 10:21 Varun Sivaram Earlier this week, Google announced its flex and priority inference tiers. 2 times in the scene
- ▶ 12:32 Varun Sivaram You might own a Nest thermostat and be enrolled in a smart thermostat program, and they will pay you if you are willing to reduce your consumption.
- ▶ 14:37 Shayle Kann I saw that Gemini announcement as well, and that's cool to see Google doing that. 3 times in the scene
- ▶ 24:16 Varun Sivaram You know, Google, when they announced their flex and priority inference tiers yesterday, they cited cases like background CRM updates, large-scale research simulations, agentic workflows, where a model is browsing your thinking in the… 2 times in the scene
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 4:01 Shayle Kann My guest is gonna be Amin Vahat, who's Google's chief technologist for AI infrastructure, so obviously relevant to this conversation as well.
- ▶ 21:37 Shayle Kann That's, in some ways, it's sort of a legacy of the cloud business, where AWS and Azure, um, and, and Google basically promised in their SLAs to their customers that they would be able to offer really high uptime, and so they have this, you…
- ▶ 33:21 Jake Elder Yeah, I mean, you know, in a hyperscale data center today, right, like there's a meta engineer or a Google engineer that is going to replace every CPU or GPU as it breaks more or less in real time and in space, if it breaks, at least…
- ▶ 40:08 Jake Elder And I do think we'll see a couple, you know, efforts to really build out some infrastructure in space, and we know SpaceX and Google in particular are going to take their shot there.
PJM and ERCOT navigate a capacity rollercoaster
- ▶ 16:23 Shayle Kann Or is it like, uh, you know, Meta or Google or whoever will, through this emergency auction, sign up a gigawatt, there will be a gigawatt of new capacity, and that's not going to be considered in the broader PJM capacity market?
A ‘rain delay’ for the energy transition [partner content]
- ▶ 4:44 Tom Burton Maybe the highest quality companies come out of this in the same way that, you know, the Googles of the world came out of the internet darkness, you know, if that makes some sense.
How AI is changing weather forecasting
- ▶ 3:49 Shayle Kann He's a senior director at Google DeepMind, where he is leveraging the big brain inside the DeepMind 2 times in the scene
- ▶ 45:13 Shayle Kann Peter Battaglia is the Senior Director of Research at Google DeepMind's Sustainability Program.
Will inference move to the edge?
- ▶ 4:54 Shayle Kann He's also a visiting researcher at Google.
- ▶ 6:08 Dr. Ben Lee The first is massive hyperscale data centers, the ones run by Microsoft and Google and Amazon, hundreds of thousands of machines, massive facilities. 2 times in the scene
- ▶ 48:24 Shayle Kann He's also a visiting researcher at Google.
Who benefits from the AI power bottleneck?
- ▶ 7:46 Shanu Matthew You know, these are, think of it as, like, the cloud service providers, the Amazons, the Googles,
Inside a $300 million bet on AI for physical R&D
- ▶ 2:44 Shayle Kann At that time, Doge had been leading efforts in that area for Google DeepMind for some time, and I thought of him as being both very knowledgeable in the space, obviously, also pretty sober about it. 2 times in the scene
- ▶ 4:32 Shayle Kann And I was having you explain to me the wild world of AI for materials discovery in particular, and the work that you'd been doing at Google DeepMind, but also just like the broader landscape. 2 times in the scene
- ▶ 15:25 Doge Chubuk You know, when we think about OpenAI and DeepMind, I remember back in 2016, people used to make fun of these institutions for prioritizing AGI so much, because they were saying we're going to do AGI.
- ▶ 36:59 Shayle Kann Doj Chubuk is the co-founder of Periodic Labs and a former researcher at Google DeepMind.
Unpacking DOE's proposal to transform data center interconnection
- ▶ 32:18 Tyler Norris And if you look at, for example, like Google's comments in the PJM, this, this big process, they have this critical issue fast path process trying to figure all this out.
How insurance can narrow the valley of death [partner content]
- ▶ 2:05 Jamie Daggett You know, there was Googles and Apples, and so I thought, I'm gonna start, you know, doing a startup company. 2 times in the scene
Ag residue and carbon removal
- ▶ 29:19 Peter Reinhardt so I, I come from, like, a perspective of sitting in the buyer's seat, uh, you know, beyond the folks that have gotten really excited and have driven forward the carbon removal industry, you know, the, the Stripes and Shopify's and…
The mechanics of data center flexibility
- ▶ 3:11 Shayle Kann Google actually made a big announcement about doing this at their data centers just a few weeks ago. 2 times in the scene
- ▶ 5:28 Varun Sivaram Nowadays, with the increasingly customized design of these AI factories and some of the amazing efforts of the hyperscalers, such as Google, these numbers are falling, and therefore, you can get 80 or 90% of the power
- ▶ 19:47 Shayle Kann Google's actually been talking about doing that for years for the purpose of lower carbon, right? 4 times in the scene
Fresh intel from state utility regulatory filings
- ▶ 30:40 Nat Bullard Or, you know, one, one aspect is, is this something that we've already kind of internalized by just getting a Nest thermostat already, and people just don't think about it? 2 times in the scene
The state of play of data center development
- ▶ 23:16 Chris Sharp Uh, workload that I'm working on with a specific customer, but just some of the stuff spoken about publicly, but you look at like some of the most recent announcements from Google and like Gemini and the, and VO three, those are probably…
- ▶ 32:45 Shayle Kann The cloud example used to be like, we're tagging photos for Google images or whatever.
How geothermal gets built
- ▶ 0:29 unnamed speaker Plus, we're going to have a live open circuit episode featuring Caroline Golan from Google, and a live Green Blueprint episode featuring Rick Needham from Commonwealth Fusion Systems.
- ▶ 3:25 Shayle Kann Fervo Energy, notably, has PPAs, both with utilities and with Google, for hundreds of megawatts of new development.
What to make of Trump's deep-sea minerals push
- ▶ 0:29 unnamed speaker Plus, we're going to have a live open circuit episode featuring Caroline Golan from Google, and a live Green Blueprint episode featuring Rick Needham from Commonwealth Fusion Systems.
Terrawatt Infrastructure’s billion-dollar strategy
- ▶ 0:29 unnamed speaker Plus, we're going to have a live open circuit episode featuring Caroline Golan from Google, and a live Green Blueprint episode featuring Rick Needham from Commonwealth Fusion Systems.
The U.S. nuclear groundswell
- ▶ 0:29 unnamed speaker Plus, we're going to have a live open circuit episode featuring Caroline Golan from Google, and a live Green Blueprint episode featuring Rick Needham from Commonwealth Fusion Systems.
- ▶ 4:23 Shayle Kann Anyway, Elemental came out of stealth this week and announced a big partnership with Google to develop a three-site portfolio of at least 1.8 gigawatts of new nuclear in the U.S.
- ▶ 7:35 Shayle Kann I mean, what I think historically, correct me if I'm wrong, anybody who's considering new nuclear in the United States wasn't really doing a corporate PPA type offtake prior to this new, this new wave right now, where obviously you guys… 2 times in the scene
- ▶ 14:04 Shayle Kann The deal that you just announced with Google is for three projects of 1.8 plus gigawatts total, so 600 megawatts plus per project. 4 times in the scene
- ▶ 26:26 Chris Colbert That was probably the first 12 months of our existence, was doing that, ah, with all the hyperscalers, just Google happens to be the first one across the line, um, on it.
- ▶ 28:53 Chris Colbert Um, so the smaller plant sizes, the small modular reactors you're looking at for Google, can probably fit about a hundred acres or so, uh, or less.
- ▶ 32:27 Shayle Kann Obviously it's a different answer if you're Google or Meta or, or whatever versus, uh, versus somebody else. 3 times in the scene
- ▶ 38:15 Chris Colbert You know, folks like Google who recognize that, okay, I'm willing to accept the first one's going to be more expensive, but I'm sure as heck not going to accept that the second and the third one cost the same, and they won't.
Frontier Forum: Unlocking next-generation VPPs
- ▶ 1:06 Stephen Lacey In 2012, Ben went to Google, where he worked on the company's smart home and Wi-Fi platforms. 3 times in the scene
- ▶ 2:01 Stephen Lacey That work brought Ben to Google Labs, where he worked on large language models for energy and finance applications.
The potential for flexible data centers
- ▶ 21:07 Tyler Norris Google obviously has been, you know, the, the most public in
The coming robotics wave
- ▶ 3:22 Shayle Kann For example, when we talked to Doge from Google DeepMind a while back about AI for materials discovery, which is a category I think is interesting in the physical AI world.
- ▶ 10:58 Andy Lubershane Um, people should go and check out things like, uh, Google's Palm E model that was published, I think, a year and a half or so ago.
The case for colocating data centers and generation
- ▶ 4:30 Shayle Kann Intersect partnered with TPG, which is a big investment firm, and Google on a partnership that initially will inject about eight hundred million dollars into Intersect to develop solar and storage and wind and some gas co-located with data…
- ▶ 16:03 Shayle Kann I'm, I'm Google, Meta, Amazon, sorry, whatever, and I build a lot of data centers. 2 times in the scene
- ▶ 30:22 Sheldon Kimber Uh, we announced as part of the Google deal that we would be bringing online a, you know, a very, very sizable data center, um, in 26.
- ▶ 42:17 Sheldon Kimber Google's, you know, revenue for ads, they always looked at, like, how many people have access to the internet, right?
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 39:22 Nat Bullard Like, meeting, meeting the demand for Google's very first server, which was in a building in Palo Alto, like in a cage, basically, is very different from meeting, ah, the demand for its latest hyperscale data center in terms of what you… 2 times in the scene
Explaining the 'Watt-Bit Spread'
- ▶ 7:49 Brian Janous That makes demand planning pretty tricky, because even if you have extraordinarily high conviction, as we did in the early twenty-tens, that the cloud market was going to be very large, we did not have incredible conviction on exactly what…
- ▶ 8:51 Brian Janous And, and what happened during the 2010 is you had the co-location market sort of fill the gap because every company under-invested in their infrastructure, uh, which is why, you know, Microsoft and Amazon and Google leased capacity from…
- ▶ 13:30 Shayle Kann Yeah, you and I have talked about this before, so correct me where I've gotten how you've explained this to me wrong, but my recollection is that in the, in previous waves here, the way that this market was mostly structured was either,…
- ▶ 34:12 Brian Janous Um, but it's, it's basically the same concept that we have around green tariffs, which is, hey, if I'm a customer like what Google, uh, did, you know, in, in Nevada, you know, if I'm a customer and I am willing to pay for a different
Getting heat pumps right
- ▶ 6:46 Paul Lambert So I started Googling heat pumps, probably the same thing as everyone else, and I found, um, these, you know, mini splits.
- ▶ 11:44 Paul Lambert And, and there's, there's actually a mistake I think some people make where they Google mini-split, and they'll find, ah, they'll go to HVAC Direct or something online, and they're like, oh, I can buy this Mitsubishi for 1500 bucks for,…
- ▶ 26:13 Paul Lambert Um, so I think the ideal customer experience, probably, for a lot of people, does start on the internet, where you do some research, you're probably Googling it anyways, to figure out what a heat pump is, and what, what, what's a good…
Why climate tech startups get this one thing wrong
- ▶ 0:41 Stephen Lacey We have speakers from Google, Meta, DOE, Sidewalk Infrastructure Partners, Crusoe, AES, Dominion, Avangrid, EPRI, and more.
Frontier Forum: An energy-first approach to data centers
- ▶ 21:12 Chase Lockmiller And Orbital Materials, you know, it was, ah, the team had previously come from DeepMind working on a lot of the, ah, foundational models for inorganic chemistry.
Can AI revolutionize materials discovery?
- ▶ 3:44 Shayle Kann Uh, for this one, I spoke to Doj Chubuk, who is a research scientist studying materials discovery at Google DeepMind.
- ▶ 28:31 Doğuş Çubuk (Doj Chubuk) And one other potential factor is, and I, I see this often, you know, at Google, when somebody outside of material science gets interested in trying to contribute to material science, a common reason is they worry about the climate
- ▶ 34:53 Shayle Kann Uh, curious to hear what you're working on and what you you're most excited about in terms of your work at DeepMind.
- ▶ 37:31 Shayle Kann Doj Chubuk is a research scientist at Google DeepMind focused on materials discovery.
The better mousetrap fallacy
- ▶ 40:09 Shayle Kann Like the tech companies were also the early leaders there, Google and Microsoft and Facebook and so on.
Pathways to decarbonizing steel
- ▶ 2:28 Shayle Kann All right, so go to your computer, or your phone, or whatever, and Google all the metals we mined.
Can chip efficiency slow AI's energy demand?
- ▶ 4:10 Shayle Kann Google also has made similar announcements.
Under the hood of data center power demand
- ▶ 10:37 Brian Janous Everyone was launching some of their early cloud regions, and then over time, you know, Microsoft, Amazon, Google all have dozens of regions around the world, but that dozens of regions consists of hundreds of individual data centers.
- ▶ 18:28 Brian Janous So those, you know, if you drop your new podcast and put it on your, on your website and, you know, it doesn't show up in a Google search for a few minutes, that's not a big deal, right?
- ▶ 37:20 Brian Janous Talking about this in the context of Microsoft, just because I was at that table, but I'm sure the same thing with Google and Amazon and everyone else who've made, you know, enormously ambitious climate commitments, and all of the tech…
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