AI infrastructure is entering an energy-intensive phase.
Data centres already consume 1–2% of global electricity, and hyper-scalers are expected to spend $90B+ annually on AI and cloud infrastructure in 2025.
Against this backdrop, Google has announced a $4.75 billion acquisition of Intersect Power, signalling that energy access is now a core AI strategy.
The deal strengthens Google’s clean-energy pipeline to power its rapidly expanding AI data centres, aligning with its estimated $92B AI and cloud capex in 2025. As compute demand accelerates, the move reflects a broader industry shift: securing reliable, low-carbon electricity is becoming as critical as securing chips and models.
This acquisition reframes the AI race. The leaders won’t be defined only by algorithms, but by control over clean, resilient energy infrastructure.
Future Transformation helps enterprises turn this shift into execution.
We enable organisations to measure, plan and optimise the energy and carbon impact of AI infrastructure, from data centres to digital supply chains.
By aligning clean-energy strategy with AI growth, we deliver measurable, operational climate outcomes ensuring intelligence scales sustainably by design not by chance.
Can AI truly scale without reshaping the energy system that powers it?
