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Google closed on July 15 A historical agreement With Brookfield Asset Management worth $ 3,000 million to access hydroelectric energy for 20 years. This is the largest corporate cleaning of the world in this modality, which will allow technology to access up to 3 gigawatts of hydroelectric power in the United States.
The magnitude of the problem. Artificial intelligence has triggered the energy consumption of large technology to levels never seen. According to The International Energy Agencyfor 2030 the United States will consume more energy by processing data than by manufacturing aluminum, steel, cement and chemicals together. There are studies that indicate that data centers could consume 945 theravats of electricity time globally that same year. Although of course, the same agency also concluded that the energy consumption of AI It is overestimated.
What includes the agreement. The initial contract covers two hydroelectric facilities in Pennsylvania: Holtwood and Safe Harbor, which Brookfield acquired between 2014 and 2015. These plants will initially provide 670 megawatts of power, but Google will have the option of expanding the agreement to the 3 gigawatts through future updates of the facilities. At the same time, the company will invest 25,000 million dollars in data centers in Pennsylvania and neighboring states over the next two years.
Why now hydroelectric energy. While previously technological ones focused on wind and lots, now They look for “firm” renewable energy sourcesthat is, they provide constant supply regardless of the weather or time. Hydroelectric energy fits perfectly in this category. Besides, Trump’s recent legislation He has maintained fiscal credits for hydroelectric projects until 2036, while those of wind and plot will lose these incentives unless they are launched before the end of 2027.
The energy career. Google is not alone in this desperate search for clean energy. Meta signed an agreement for Buy the production of a nuclear plant In Illinois for two decades. Microsoft, Amazon and other technological giants also They are closing similar contracts. The pressure is such that these direct agreements have become a way that technology funds to new generation capacity, thus relieving pressures on electricity prices at home.
What comes after. Google Plan Expand this model beyond Pennsylvania towards the Middle Atlantic and the US western environment. The company has already signed other pioneer agreements during the last year, including Geothermal energy No carbon and advanced nuclear. He is also working with the country’s largest electricity operator to use AI and accelerate the process of connecting new energy sources to the network. The arrival of AI in our lives has overcome any energy forecastand now it is the great technological ones that have to guarantee a constant supply of their AI at any price if they want the business to be profitable.
Cover image | Greg Bulla and Nuclear forum
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