“This is not an offensive play. It’s a defensive play. It’s a must win.”

That’s how Sheldon Kimber describes AI for companies like Google.

If your business depends on organizing and serving information, AI isn’t optional. It’s existential.

And if AI is existential, power becomes strategic.

In this conversation — recorded before Google’s acquisition of Intersect Power — Sheldon lays out the durable thesis that led here:

The U.S. grid isn’t collapsing.

It just can’t scale.

Transmission is stalled.

Business models are misaligned.

Permitting reform won’t arrive in time.

So instead of waiting for the grid to be fixed, Intersect built around it.

Gigawatt-scale co-location.

Wind, solar, batteries.

Flexible gas.

Control systems designed to act as one asset.

The result? A hybrid solution that can deliver four-nines reliability - potentially more reliable than the grid itself.

This isn’t about chasing incentives.

It’s about building a better product.

In this episode:

🔹 Why AI is a defensive must-win moment for hyperscalers

🔹 Why the grid’s structural limits created opportunity

🔹 How hybrid plants can outperform traditional baseload

🔹 Where the real moat lives: optimization and control

🔹 What “win the win” means for clean energy

Google didn’t acquire Intersect as a climate statement.

It acquired it because reliable, controllable power is now strategic infrastructure.

Press play and decide for yourself.

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901: Google Didn’t Buy Intersect for Solar. Here’s Why. | Sheldon Kimber

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