AS AI COMPANIES RACE FOR POWER, AMAZON AND GOOGLE HAVE THE LEAD

Summary from the TLDR AI newsletter

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.