As AI Companies Race for Power, Amazon and Google Have the Lead - WSJ
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Wall Street Journal
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Amazon and Google lead a fierce competition among AI companies to secure critical electricity supplies, leveraging their historical advantages in data center infrastructure. Power supply has become the single biggest constraint threatening the expansion of AI and cloud computing operations.
As AI Companies Race for Power, Amazon and Google Have the Lead - WSJ
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https://www.wsj.com/business/energy-oil/as-ai-companies-race-for-power-amazon-and-google-have-the-lead-1d97af9a
1. Business
2. Energy & Oil
3. Heard on the Street
As AI Companies Race for Power, Amazon and Google Have the Lead
Amazon has an incumbent advantage, and Google stands out for some innovative approaches
By
Jinjoo Lee
---
!An Amazon Web Services data center in Aldie, Virginia.
*An Amazon Web Services data center in Aldie, Va.
Lexi Critchett/Bloomberg News*
Amazon’sAMZN 1.55% increase; up pointing triangle
chief executive has said that power is the “single biggest constraint” in its cloud and artificial-intelligence business. This means investors tracking hyperscalers’ AI race will also want to keep close tabs on how they plan to get their hands on more electricity.
Here, Amazon has an incumbent advantage. It is the world’s largest cloud provider and has been building a lot of data centers over the past two decades. The company’s operating, self-built data centers in the U.S. consume up to roughly 9 gigawatts of power, according to Aterio, a data provider. That is comparable with the generation capacity of North Dakota.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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Further Reading
The Clock Is Ticking for Big Tech to Make AI Pay
Big Tech Strikes Gold With AI, but at a Steep Cost
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The Wall Street Journal
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This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by
our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact
Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.
https://www.wsj.com/business/energy-oil/as-ai-companies-race-for-power-amazon-and-google-have-the-lead-1d97af9a
1. Business
2. Energy & Oil
3. Heard on the Street
As AI Companies Race for Power, Amazon and Google Have the Lead
Amazon has an incumbent advantage, and Google stands out for some innovative approaches
By
Jinjoo Lee
---
!An Amazon Web Services data center in Aldie, Virginia.
*An Amazon Web Services data center in Aldie, Va.
Lexi Critchett/Bloomberg News*
Amazon’sAMZN 1.55% increase; up pointing triangle
chief executive has said that power is the “single biggest constraint” in its cloud and artificial-intelligence business. This means investors tracking hyperscalers’ AI race will also want to keep close tabs on how they plan to get their hands on more electricity.
Here, Amazon has an incumbent advantage. It is the world’s largest cloud provider and has been building a lot of data centers over the past two decades. The company’s operating, self-built data centers in the U.S. consume up to roughly 9 gigawatts of power, according to Aterio, a data provider. That is comparable with the generation capacity of North Dakota.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
---
Videos
---
Most Popular News
---
Most Popular
OPINION
---
Further Reading
The Clock Is Ticking for Big Tech to Make AI Pay
Big Tech Strikes Gold With AI, but at a Steep Cost
Advertisement
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Source: Wall Street Journal
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