Jul. 14 at 2:33 PM
$GOOGL Makes Another Big Move Into AI Power Infrastructure
Google is locking in long-term energy supply, agreeing to purchase 100% of the initial output from Arkansas’ Steel River project - a massive renewable energy build expected to deliver 1.6GW of solar capacity and 2GWh of battery storage by 2029.
The supply chain winners are clear:
•
$FSLR will provide the solar panels
• LG will supply the battery systems
As AI data centers continue driving electricity demand higher, securing reliable power is becoming just as important as securing chips.
$GOOGL is preparing for the next phase of AI growth - where compute, energy, and infrastructure all become critical assets.
