Compute & energy

Chips, data centers, power deals, export controls and capital expenditure: the physical race that decides who can train what.

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Outdoor electrical power substation with high voltage equipment and safety signs, surrounded by fencing

Compute & energy

AI data center power: Nvidia and Google's alliance says flexible AI could free 100 gigawatts, but the number is a pitch

The AI Energy Management Alliance, launched September 16 by Nvidia, Google and Emerald AI, trades faster grid connections for power cuts at peak times. Its 100 GW claim has no published method.

October 1, 2026