DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Grid Level, Google
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Google inks deal to support nuclear uprates at Georgia Power's Vogtle and Hatch plants
Will add 96MW of additional capacity across the two plants
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Google-backed battery storage pilot in Texas demonstrates how BESS can improve hourly carbon-free matching for data centers
Pilot undertaken by Quintrace, esVolta, and LevelTen Energy
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Google, Nvidia, and Emerald AI found the AI Energy Management Alliance to support demand response capabilities within the data center sector
Joined by a range of launch partners, including Anthropic and RWE
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NextEra secures $1.9bn loan from US DOE to support restart of the Duane Arnold nuclear power plant in Linn County, Iowa
Plant tied to long-term PPA with Google
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AEP Ohio secures $18m from data center firms for bill assistance program
Meta, QTS, Amazon, SoftBank Energy, and Google all commit funds to the program
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Michigan utility DTE data center pipeline increases to more than 8GW, on the back of deals with Oracle and Google
Announces expansion to its five-year capital investment plan to support power delivery
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NextEra raises data center forecast to 8GW by 2032 at Florida subsidiary FPL
Acquires full ownership of the Duane Arnold nuclear power station
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US lawmakers introduce bipartisan bill to shield ratepayers from data center energy costs
Would target data centers with a capacity of 100MW or more
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Google-backed CO2 battery firm Energy Dome to deploy 19MW system at SRP run power plant in Arizona
Expected to be operational in 2029
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Google-backed Tapestry completes first deployment of AI platform for PJM interconnection application process
Claims to have processed 811 generation applications in under an hour
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Google signs 100MW Bring Your Own Capacity agreement with Voltus
Three year deal will see Voltus supply capacity from energy assets to Google operations across PJM grid
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Google and I&M gain regulatory approval for demand response system at Fort Wayne data center in Indiana
Google agrees to reduce energy use at facility during periods of grid stress
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Alphabet signs energy supply agreement with Indiana utility NiSource to power large scale data center in Northern Indiana
Also expands existing deal with Amazon
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Google's $4.75bn acquisition of Intersect Power closes
As hyperscaler pushes further into the power chain
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Google, Tesla, Carrier form new lobbying group focused on US grid capacity
Companies want to advocate for “smarter, faster, and more affordable use of existing grid infrastructure”
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Big tech makes ratepayer protection pledge for data centers at White House
Will see Google, Microsoft, Meta, Oracle, xAI, OpenAI, and Amazon commit to buy or build generation needed for their facilities
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Big tech firms account for 49% of corporate clean energy deals over 2025 - report
Meta, Amazon, Google, and Microsoft dominate clean energy procurement, as overall PPA volumes fall by 10 percent
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Google's Maud Texier joins Octopus Energy as global VP of data centers
Hyperscaler's EMEA energy head makes shift to utility
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330MW Google-linked data center proposed in Southern California
Project in Imperial causes friction between city and county officials
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Three Senate Democrats send hyperscalers letters as they investigate data centers’ impact on US electricity prices
CoreWeave, Digital Realty, and Equinix also sent questions as electricity bills rise
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Google backed Tapestry to support power infrastructure planning at 1.8GW Rio AI City project
Moonshot project will deploy GridAware tool to examine the state of the physical grid in AI City
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Google signs power deal with NextEra Energy to restart Iowa's 615MW Duane Arnold nuclear plant for AI data centers
Expected to start delivering power by 2029
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Google DeepMind to undertake research partnership with nuclear fusion firm CFS
Aims to accelerate the timeline for delivering fusion energy to the grid
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Google confirms $15bn data center project in Andhra Pradesh, India
Will also fund cable landing station and energy infrastructure
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Entergy Arkansas to power planned Google data center in West Memphis
Google commits $4bn worth of investment into the state through 2027
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Google partners with Salt River Project on long duration storage research project
Intend to determine what advancements are required to deploy LDES at scale
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Ohio regulator rejects bid from data center firms to nix newly-approved rate structure for large load users
New rate will require large load users to pay for a portion of energy requests
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TVA signs 50MW PPA with SMR developer Kairos for Google data centers in Tennessee and Alabama
First deal signed under Google and Kairos partnership