GOOGL
Google’s new power habit
Google is back in the clean-energy aisle, and this time it’s geothermal. Fervo announced its largest-ever geothermal power deal with Alphabet’s Google, another reminder that the AI boom doesn’t just need chips — it needs a ridiculous amount of electricity.
Why this matters
Think of it like this: if AI is the engine, power is the gas station. Google has been on a buying spree for energy solutions because its data centers are basically hungry little electricity goblins, and geothermal is one of the few clean sources that can run around the clock.
The investor angle
For Alphabet, this is less about a flashy headline and more about keeping the AI machine fed without tripping over energy constraints. Deals like this can help:
- lock in long-term power supply
- support data-center growth
- burnish the company’s sustainability pitch
Big picture: the AI race is starting to look a lot like an energy race, and Google clearly doesn’t want to be the company standing in line at the power buffet.