Google, Nvidia, and Anthropic Want Emerald AI to Find Space on the Grid for More Data Centers
On 17 September 2026 the grid software unicorn Emerald AI announced the AI Energy Management Alliance, founded with Google and Nvidia, joined by Anthropic and the utilities AES, Constellation, National Grid and NRG Energy. The coalition says that pausing noncritical tasks and shifting compute loads could let an additional 100 gigawatts of data centres connect to the existing grid. This article explains how the software works, compares the 100 GW claim with a Goldman Sachs estimate of 76 GW, covers the $150 million Series A, and sets out where the chief scientist says the approach stops working.