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Fireside Alpha
@firesidealpha
Learn what the best in business and tech are seeing, then go find your edge
Joined June 2026
490 Following    39.7K Followers
Google energy chief reveals its SpaceX compute contract is a short-term bridge for "huge" Gemini Enterprise demand, and says Gemini grew from 400 million to 1 billion users in three months “In the case of SpaceX, that’s a very short-term contract because our demand from Gemini Enterprise customers was huge. “We are working in West Memphis, Arkansas, to build our Google-owned-and-operated data center, where we are excited to do the same thing we did in Minnesota: work with our utility in Arkansas, Entergy, to bring customers over $1 billion of energy savings by paying our own way, bringing 600 megawatts of new solar and 350 megawatts of new battery storage onto the system to bring our own generation. “But that takes time. When you have customer demand like we’ve seen for a Gemini product, we had 400 million users in May, and that grew to a billion in August. That’s our fastest-growing Google product ever. “We will sometimes have to use short-term solutions until we get the data center fully connected. But what’s important is that, in the long run, we have a stable energy supply that’s reliable for our customers, and it’s built the right way.”
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