Google Cloud (Alphabet Inc.)

Google Cloud is Alphabet’s enterprise cloud and AI division, operating a global network of data centers and providing infrastructure, platform and AI services to businesses and governments. - Hyperscale cloud and AI platform driving new data center clusters and clean energy procurement

Since late 2022, U.S. regulators and utilities have warned that a new class of digital infrastructure—AI-optimized data centers—could reshape national power demand, ending an era of flat electricity consumption and forcing a rapid buildout of generation and transmission. By early 2026, those warnings have crystallized into concrete challenges: PJM Interconnection's December 2025 capacity auction hit the $333.44/MW-day price cap and failed to meet reliability requirements for the first time in its history, with data centers accounting for $6.5 billion—or 40%—of the auction's $16.4 billion in costs. Regional grid operators now project U.S. data center electricity consumption will grow from 183 terawatt-hours (TWh) in 2024 to over 400 TWh by 2030, while the International Energy Agency (IEA) estimates data centres globally could more than double their electricity use to approximately 945 TWh in the same timeframe, with AI-optimized servers as the main driver.

Updated Jan 27

Google is pushing Gemini beyond phones and computers into kitchen appliances. - Expanding Gemini AI into consumer hardware through Samsung partnership

Samsung just put Google's Gemini AI inside a refrigerator. Not alongside it, not as an app—built directly into the hardware. The Bespoke AI refrigerator, unveiled at CES 2026, can recognize your food without you scanning barcodes, read handwritten labels on containers, and suggest recipes based on what's actually inside. It's the first home appliance with Gemini integration, and it signals a major shift: AI assistants are moving from our phones and speakers into every appliance in the house.

Updated Jan 6