Google thinks the grid can't support AI, so it's spending on solar for future datacenters
Google believes the US electricity grid can't deliver the energy needed to power datacenters that deliver AI services, so has formed an alliance to build industrial parks powered by clean energy, at which it will build "gigawatts of datacenter capacity" across the nation.
The search megalith announced its plan on Wednesday. Google president Ruth Porat wrote that the US is poised to enjoy strong economic growth thanks to AI, increased manufacturing activity, and the electrification of transport and other industries. But Porat thinks those opportunities could be missed due to the wonky electricity grid, which she wrote has "not kept pace with the country's economic growth opportunity" and is sometimes "unable to accommodate load increases."
Google's response is a deal with solar energy firm Intersect Power, and financier TPG Rise Climate, to build industrial parks next to renewable energy generation facilities that Porat wrote will be "purpose-built and right-sized for the datacenter." Google will build datacenters at those parks – meaning they have a long-term customer from day one – and believes it can build bit barns faster under this arrangement.
The generation plants Intersect Energy builds will also be connected to the grid, and provide power to other tenants of the industrial parks.
