VC10X Micro - BigTech Energy War - The Next Battleground for AI Race

The AI race isn't about chips anymore. It's about electricity. In a massive $4.75 billion deal, Google (Alphabet) just acquired Intersect Power, a major clean energy developer, to secure the grid access its data centers desperately need.

But Google isn't alone. From Microsoft restarting Three Mile Island to Amazon's massive nuclear contracts, Big Tech is panic-buying power plants.

In this video, we break down why the "AI Energy Wall" is forcing tech giants to become utility companies, and what this means for the future of the power grid, nuclear energy, and your electric bill.

TIMESTAMPS

0:00 – Intro: Bigtech Energy War

0:44 – The Deal: Why Google Bought Intersect Power for $4.75B

1:30 – The "Energy Wall": AI Power Consumption vs. The Grid

2:01 – BigTech Energy Contracts in 2025

3:21 – Who Pays? The Impact on Consumers and Investors

KEY TAKEAWAYS

✅ Google's $4.75B Bet: Alphabet acquires Intersect Power to build "behind the meter" energy projects, bypassing the clogged public grid.

✅ The Energy Crisis: AI queries use 10x more power than search. By 2030, US data centers will consume 9% of all electricity.

✅ Nuclear Renaissance: Tech giants are single-handedly reviving nuclear power (SMRs & restarts) because they need 24/7 reliability that solar/wind can't provide.

✅ Vertical Integration: Big Tech is now owning the entire stack: from the AI model to the chip to the power plant running it.

SOURCES & DATA

- Google Acquires Intersect Power ($4.75B Deal)

- Microsoft Restarts Three Mile Island (Constellation Energy Deal)

- Amazon Signs 1.9GW Nuclear Deal (Talen Energy)

- Data Center Power Demand Forecast (Bain/Bloomberg)

Links:

Prashant Choubey - https://www.linkedin.com/in/choubeysahab

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