The Race for AI Power: Alphabet Inc. (Nasdaq: GOOGL) Intersect Acquisition and VivoPower International PLC (NASDAQ: VVPR) Strategy

In December 2025, Alphabet Inc. (NASDAQ: GOOGL) completed the acquisition of Intersect Power, a U.S. renewable energy developer, in a transaction valued at approximately $4.75 billion, including assumed debt. The deal marked a clear shift in how hyperscalers approach infrastructure for artificial intelligence and cloud computing.

Intersect Power develops utility-scale solar generation, battery storage, energized land, and grid interconnections. Its assets are located near existing and planned hyperscale data centers, particularly in Texas and California. This proximity allows large compute operators to secure reliable power without waiting for congested grids to expand.

Google did not acquire Intersect to enter renewable development. It acquired Intersect to control power availability, cost, and reliability at scale. As AI workloads grow more energy intensive, access to electricity has become a primary constraint on data center deployment.

Power Supply Constraints in AI Infrastructure

In Texas, Intersect's solar and battery projects sit adjacent to Google's data center footprint, including approximately 1.3 gigawatt hours of battery storage. This configuration enables load balancing, peak shaving, and reduced exposure to grid volatility.

Google's approach reflects a broader industry shift. Microsoft (NASDAQ: MSFT), Meta Platforms (NASDAQ: META), and Amazon (NASDAQ: AMZN) have all pursued long-term nuclear or baseload power arrangements. Apple (NASDAQ: AAPL) has sought power trading approvals. Hyperscalers are moving upstream because grid access increasingly determines where AI infrastructure can be built.

Electricity is no longer treated as a pass-through operating expense. It is now a strategic input tied directly to growth capacity.

VivoPower Asset Base and Strategic Refocus

VivoPower International PLC (NASDAQ: VVPR) was founded in 2014 and has operated across the United Kingdom, Australia, North America, Europe, the Middle East, and Southeast Asia.

The company has spent years assembling exposure to energy assets, energized land, and infrastructure. In December 2025, VivoPower announced a refocus of its Power-to-X strategy, with X explicitly defined as sovereign artificial intelligence compute infrastructure.

Sovereign and Power-Constrained Markets

VVPR is prioritizing sovereign markets where grid limitations intersect with accelerating demand for AI compute. These include Saudi Arabia, the United Arab Emirates, Southeast Asia, and select European jurisdictions.

In these regions, hyperscalers face regulatory, capacity, and timing constraints. Projects that combine a dedicated power supply with compute infrastructure can move faster and operate with greater certainty. Control over energized land and behind-the-meter power becomes a gating factor rather than a secondary consideration.

VVPR also holds up to 1.2 gigawatts of previously mothballed U.S. solar development sites. With demand for low-cost power increasing, the company is evaluating monetization of these assets, with capital expected to be redeployed into higher-return AI infrastructure opportunities. Intersect Power's value to Google was similarly driven by projects that were already permitted, grid connected, or under construction.

Energy Storage and Future Generation Exposure

Intersect's portfolio emphasized battery storage to stabilize solar output. VivoPower has taken a broader approach by investing in alternative long-duration energy storage technologies.

One example is Green Gravity, a gravitational energy storage company that repurposes legacy mining infrastructure. VivoPower's seed investment has since attracted strategic partners, including Marubeni Corporation and Sumitomo Corporation. The technology is designed to provide baseload stability for energy-intensive facilities such as AI data centers without reliance on lithium batteries or water-intensive pumped hydro.

VivoPower (NASDAQ: VVPR) has also secured early exposure to future power generation through a seed investment opportunity in Energy Matter Conversion Corporation, a fusion energy developer using Polywell technology. While early stage, the investment reflects a strategy of maintaining optionality around scalable, behind-the-meter power sources aligned with long-term compute demand.

Additional Operating Verticals

Beyond energy infrastructure, VVPR operates Tembo, an electric utility vehicle business serving ruggedized and fleet markets. In October 2025, Tembo signed a binding agreement with Associated Vehicle Assemblers Ltd., East Africa's largest vehicle assembler, to distribute and assemble electric utility vehicles across Kenya and Tanzania.

This operation anchors VivoPower's electrification strategy in emerging markets where transport, infrastructure development, and energy transition are occurring simultaneously.

VivoPower has also established a digital asset treasury strategy through its Vivo Federation unit. In August 2025, the company announced plans to acquire privately held Ripple Labs shares and XRP tokens, becoming the first U.S.-listed company to offer direct exposure to both. A subsequent joint venture with South Korean asset manager Lean Ventures targets up to $300 million in Ripple Labs shares.

Final Thoughts

Google's acquisition of Intersect Power demonstrates how control over electricity, land, storage, and grid access has become central to AI infrastructure strategy. Hyperscalers are increasingly securing power directly rather than relying on traditional utility expansion.

VivoPower International PLC (NASDAQ: VVPR) is positioning its asset base around the same constraint. Through ownership of energy assets, energized land, storage investments, and sovereign market relationships, the company is aligning capital with regions where power availability will determine the pace and location of AI compute deployment.

As AI infrastructure expands beyond a limited set of mature markets, platforms that combine dedicated power supply with compute-focused infrastructure are likely to capture a growing share of incremental demand.

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