The acquisition of Intersect Power is the most aggressive infrastructure move of the year.

While the market is vying for chips, Google has secured the one resource that can't be downloaded from the cloud: guaranteed energy.

Understand how and why this big tech company is becoming a giant in the energy sector!

2- The World's Scarcest Asset
Forget silicon for a moment.

The real bottleneck for AI is the electrical grid.

In the US, the grid is saturated.

The waiting list to connect a new data center exceeds 3 years in critical regions.

Google realized that relying on public expansion is an unacceptable risk to its business model.

3- Buying the Solution (The Pipeline)

By acquiring Intersect Power, Google immediately absorbs a gigantic portfolio of solar and wind energy projects already in advanced stages.

Controlling the developer allows it to accelerate the construction of power plants dedicated exclusively to its servers.

4- The Vertical Integration Strategy
Here, Google replicates the success of TPUs (its own chips).

The logic is to dominate the entire chain:

• They design the chip.

• They build the model.

• And now, they generate their own energy.

This eliminates dependence on external suppliers and protects the operation against tariff increases or third-party failures.

5- The Political Shield
The move anticipates inevitable regulatory pressure.

The Trump administration is signaling that Big Tech companies should bear the costs of their monstrous energy demand without burdening residential consumers.

By investing its own capital in generation, Google aligns itself with Washington's agenda and avoids conflict with public opinion.

6- A "Survival" Portfolio

With this purchase, Google consolidates the most robust energy matrix in the sector:

• Nuclear: SMR contracts with Kairos.

• Geothermal: Deep partnership with Fervo.

• Renewable at Scale: The acquisition of Intersect.

It's a redundancy system designed to keep AI running 24/7, rain or shine.

7- The barrier to entry for competing in AI has risen to a new level.

It's no longer enough to have billions to buy GPUs. You need the civil and electrical engineering capacity to build your own power outlet.

Google has transformed physical infrastructure into a competitive advantage.

8- With Google verticalizing, who will be the next acquisition targets for Amazon and Microsoft?

The utilities and independent developer sector has just become much more attractive.