The Ledger
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Eliahu-Ontiveros: Google deployed $50B in balance sheet backstops for Anthropic
“If you look at how much capital they have sort of indirectly deployed, it's already fifty billion dollars of sort of applications that they have on their balance sheets that are solely in sort of the goal of supporting Anthropix data center build out.”
Eliahu-Ontiveros: Google and Amazon drove bulk of 150 GW utility load pipeline
“The bulk of these contracted loads, I think at the end of 25, we had like a 150 gigawatts the PPL, you know, in, in, in Pennsylvania. That's mostly Google and Amazon. They're the ones sort of scouting all of the utility markets and you know, putting deposits a…”
Google reached 1 GW in utility demand response agreements by March 2026
“In March, we actually hit a significant milestone in agreements with utilities for a gigawatt of demand response across our fleet.”
Google reached 1 GW of flexible data center capacity across five utilities
“Google now, ah, has reached a gigawatt of contracted flexible capacity across, I think, five different utility territories, at least some of whom, ah, are willing to provide some of these benefits.”
Google and Elemental Power announce 1.8 GW US nuclear portfolio
“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.”
Google and TPG inject $800M into Intersect Power for co-located generation
“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 centers in the Unite…”
Bullard: Google data center power usage effectiveness has plateaued since 2021
“PUE is now pretty much flat when you adjusted for seasons since the 21. This is data from Google's data centers, and they're about as transparent as you can get with this figure.”
Vahdat: AI accelerator power density is 100x higher than storage
“And the difference between storage and compute was at most 10 X. The difference between storage and accelerators are approaching a hundred X.”
Google achieves a data center power usage effectiveness near 1.1
“Google's PUE is close to 1.1, which is to say for every watt going to compute, there's an additional .1 watts going to the overheads of power delivery or cooling or whatever.”
Kann: Google partnered with TVA and Michigan Power for demand response
“Google actually made a big announcement about doing this at their data centers just a few weeks ago. They've announced that they've partnered with two utilities, Michigan Power and TVA, to introduce demand response via workload flexibility in their data center…”
Sivaram: Google shifted video indexing to nighttime to lower carbon load
“Google also, by the way, has exploited temporal flexibility. There was a Paper, a post they put out a couple years ago, a friend of mine, Varun Mehra, wrote it about moving video indexing operations to nighttime in order to reduce load during periods, as you m…”
Sivaram: Modern AI data centers convert 90% of power into compute
“Historically, a data center might lose 33% of the power or use it, 33% of that power for non-IT or information technology uses, and the remaining 66 or 67% goes into actual computations. Nowadays, with the increasingly customized design of these AI factories a…”
Kann: Fervo Energy holds PPAs with utilities and Google for hundreds of MW
“Fervo Energy, notably, has PPAs, both with utilities and with Google, for hundreds of megawatts of new development.”
Small modular reactors for tech companies fit on 100 acres or less
“The smaller plant sizes, the small modular reactors you're looking at for Google, can probably fit about a hundred acres or so or less.”