All posts tagged: Datacenter

Google secures 1 GW solar deal as Texas data‑center load surges

Google secures 1 GW solar deal as Texas data‑center load surges

Photo: TotalEnergies TotalEnergies just landed a massive solar deal to power Google’s expanding Texas data centers. The company signed two long‑term power purchase agreements (PPA) totaling 1 gigawatt (GW) of capacity, or about 28 terawatt‑hours of electricity over 15 years. The power will come from two projects now in development: the 805‑megawatt Wichita solar farm and the 195‑MW Mustang Creek site. Construction is slated to start in Q2 2026. It’s the largest renewable PPA TotalEnergies has ever signed in the US and a clear signal of how fast data‑center power demand is rising. Rather than tapping existing supply, the contracts are tied to brand‑new generation that will feed regional grids. The agreements also stack on top of 1.2 GW in separate PPAs recently secured by Clearway, the California‑based developer that’s 50% owned by TotalEnergies. Those projects will supply Google facilities across ERCOT, PJM, and SPP power markets. Advertisement – scroll for more content Marc‑Antoine Pignon, TotalEnergies’ vice president of US renewables, said deals like this show how major tech companies are increasingly seeking customized clean‑power …

NVIDIA Risk : Datacenter Spend vs Device-Side AI Momentum

NVIDIA Risk : Datacenter Spend vs Device-Side AI Momentum

Is NVIDIA’s reign as the undisputed leader in AI hardware beginning to falter? For years, the company has been synonymous with innovative innovation, powering everything from gaming to the explosive rise of generative AI. Yet, as Kiraa outlines how shifts in the AI landscape, like the rise of decentralized computation and the mounting strain on cloud infrastructure, are reshaping the industry, questions about NVIDIA’s long-term dominance are becoming harder to ignore. With nearly 90% of its revenue tied to data centers, NVIDIA’s reliance on a single sector could be its Achilles’ heel in a world where scalability and sustainability are increasingly under scrutiny. Could this be the moment when the company’s meteoric rise meets an equally dramatic challenge? This breakdown explores the forces that may redefine the competitive dynamics of AI hardware and what they mean for NVIDIA’s future. From the environmental limits of cloud-based systems to the disruptive potential of decentralized AI, the stakes couldn’t be higher for a company that has built its empire on centralized infrastructure. Whether you’re curious about how edge …