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As AI Companies Race for Power, Amazon and Google Have the Lead
Amazon and Google are dominating the race for data center electricity, with Amazon maintaining an early lead in total U.S. power capacity.
What: Amazon remains the leader in data center build-outs, but Google is closing the infrastructure gap rapidly as both companies scramble to secure energy for AI scaling through 2030.
Why it matters: Energy access has become the primary physical bottleneck for hyperscale AI expansion, turning tech giants into massive, decentralized utility companies.
Decoder
- Hyperscaler: A large cloud provider (AWS, Google Cloud, Azure) that operates massive-scale infrastructure to provide global computing and storage services.
Original article
Amazon has an incumbent advantage in the race for hyperscalers to get their hands on more electricity. It has been building tons of data centers over the past two decades. The company is expected to add the most data center and power capacity in the US through 2030. However, Google will have significantly closed its gap with Amazon by that time.
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