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Data Center News > Blog > Global Market > Google agrees to acquire infrastructure builder Intersect to accelerate capacity development
Global Market

Google agrees to acquire infrastructure builder Intersect to accelerate capacity development

Last updated: December 23, 2025 4:13 am
Published December 23, 2025
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It’s a “recognition that Google’s constraint has moved upstream,” he mentioned. Google doesn’t have to be schooled on knowledge heart design or actual property footprint, it “wants a solution to carry megawatts on-line with predictability in a market the place grid timelines, interconnection queues, substation upgrades, and allowing cycles at the moment are slower than the compute deployment cycle.”

It is usually a threat internalization play, he famous; Alphabet needs to cut back its publicity to delays that happen when phased energy supply is late and “[leaves] capability stranded and utilization depressed.”

‘Shifts the dependency’

Intersect provides time certainty, sequencing management, and a developer-style working mannequin that isn’t reliably offered by utilities and co-location contracts, Gogia famous. The corporate is “explicitly framed” round co-locating demand and devoted fuel and renewable era.

That mannequin shifts the dependency, he famous. As an alternative of ready for grid capability to turn into out there, then putting load into it, era is positioned alongside the load path and each are orchestrated collectively. “It’s a very totally different strategy to reliability and velocity,” mentioned Gogia.

Alphabet’s assist of quite a few renewable and clear power applied sciences signifies that the tech big is trying to diversify and stabilize energy capability throughout totally different areas and grid situations and cut back single level dependency. When one know-how pathway stalls, one other can carry a part of the load, Gogia defined.

“Intersect permits Google to coordinate the sequencing in order that compute and energy arrive collectively,” he mentioned.

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See also  US modifies AI chip export rules, boosting Middle East access
TAGGED: accelerate, Acquire, agrees, Builder, capacity, Development, Google, infrastructure, Intersect
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