Google just dropped $4.75B on its own power company, Alibaba’s eyeing a half-billion-dollar AMD chip order, and Nvidia’s racing to ship 80,000 H200s to China before Lunar New Year. The AI infrastructure race is no longer just about silicon, it’s about securing the power to run it and the geopolitical access to sell it.
The Great AI Power Play: Tech Giants Lock…
Google just dropped $4.75B on its own power company, Alibaba’s eyeing a half-billion-dollar AMD chip order, and Nvidia’s racing to ship 80,000 H200s to China before Lunar New Year. The AI infrastructure race is no longer just about silicon, it’s about securing the power to run it and the geopolitical access to sell it.