Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers
Published . Updated .
A new coalition that includes Google, Nvidia, Anthropic, and Emerald AI wants to find 100 GW of grid capacity for new data centers.
Directly affected
- NVDA Nvidia
Named in this report.
- GOOGL ALPHABET INC
The reported development directly names ALPHABET INC in the headline; GA resolved that company to GOOGL.
Indirectly affected
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
A new coalition that includes Google, Nvidia, Anthropic and Emerald AI wants to find 100 GW of grid capacity for new data centers.
Source: TechCrunch
The price since 17 Sep 2026: Alphabet (GOOGL) versus the S&P 500
Since the first closing price after “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers,” Alphabet (GOOGL) is -1.39%. The S&P 500 fund (SPY) is +0.65% over the same days, a -2.05% difference versus the market.
Who reported a Alphabet (GOOGL) trade near this story
- Rohit Khanna buy Nvidia (NVDA) ($1,001 - $15,000). That is 6 days after publication, inside 30 days. The filing is listed beside the story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.”
- Pete Sessions sell Alphabet (GOOGL) ($15,001 - $50,000). That is 3 days before publication, inside 30 days. The filing is listed beside the story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.”
- Rohit Khanna sell Nvidia (NVDA) ($1,001 - $15,000). That is 13 days before publication, inside 30 days. The filing is listed beside the story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.”
- Rohit Khanna sell Alphabet (GOOGL) ($1,001 - $15,000). That is 13 days before publication, inside 30 days. The filing is listed beside the story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.”
- Daniel Meuser sell Nvidia (NVDA) ($1,001 - $15,000). That is 17 days before publication, inside 30 days. The filing is listed beside the story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.”
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.”
- Thomas H. Kean Jr sell Alphabet (GOOGL) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 24 days before publication, inside 30 days. The filing is listed beside the story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Alphabet (GOOGL)
Companies tied to this story
- GOOGL Alphabet
In “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers,” Alphabet (GOOGL) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names ALPHABET INC in the headline; GA resolved that company to GOOGL
- NVDA Nvidia
Nvidia (NVDA) is linked, with no stored direction, high confidence in the 17 Sep 2026 story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.” Reason on file: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
- SUPX SuperX AI Technology
In “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
American Battery Technology (ABAT) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.” Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
In “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 17 Sep 2026 story “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
In “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CHAT Roundhill Generative AI & Tech
In “Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers,” Roundhill Generative AI & Tech (CHAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHAT as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Alphabet (GOOGL)
“Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers” (17 Sep 2026) reaches Alphabet (GOOGL) through this story.
The link for Alphabet (GOOGL) is this: The reported development directly names ALPHABET INC in the headline; GA resolved that company to GOOGL
A second company, Nvidia (NVDA), is listed for a different reason: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
Dates in the story, and the Alphabet (GOOGL) price range
GOOGL traded between 335.57 and 364.09 across 20 sessions. The latest close on file is 344.36. NVDA traded between 212.87 and 243.34 across 20 sessions. The latest close on file is 217.09. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
How strong the case is around Alphabet (GOOGL)
46 out of 100
“Google, Nvidia and Anthropic want Emerald AI to find space on the grid for more data centers” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.