? (Anchor) 00:00.670
some breaking news on alphabet deirdre bosa has that story for us heidi hey
Deirdre Bosa (Anchor) 00:05.510
good morning mike so alphabet is acquiring intersect for four point seven five billion dollars in cash and debt and this is a move aimed at locking down power and data center capacity of course as demand for AI surges shares are up about half a percent on that new session highs
Deirdre Bosa (Anchor) 00:20.910
now alphabet already owned a minority stake in the company the deal brings google control over multiple gigawatts of energy and data center projects already tied to its infrastructure build out and guys this really gets it a key question in the AI trade right now where do the
Deirdre Bosa (Anchor) 00:34.470
hyperscalers get energy to power the next wave of data centers we know that they're increasing capex they're spending a ton of money on this but chips are no longer the only constraint there's power there's permitting there's grid access so this is really alphabet moving to
Deirdre Bosa (Anchor) 00:50.150
secure its own supply and as i mentioned investors seeing this as a positive at least initially shares are up about half a percent
Mike (Anchor) 00:57.750
that's a big statement there yeah thank you dee deirdre boso on alphabet