Aug. 3 at 3:42 PM
$GOOGL another reminder that the AI race isn’t just about chips and data centers. Energy is becoming one of the biggest pieces of the puzzle.
Google just signed a 15-year agreement to buy power from RWE’s 155 MW Crooked Creek solar project in Oklahoma. Construction starts later this year, with operations expected in 2028 to support growing regional infrastructure needs.
The bigger picture here is interesting. As AI workloads keep expanding, hyperscalers need reliable, scalable energy sources to keep everything running. The companies solving the infrastructure side of AI could become just as important as the companies building the models.
I’m watching how the market continues to value these long-term investments. It’s not always the headline that moves stocks sometimes it’s the groundwork being built years ahead.
$GOOGL remains one of the names I’m keeping on watch.
Good to have you here. Any clean entries so far?
Good luck out there.
