Hyperscaler
A cloud computing company operating at planetary scale — Microsoft, Google, Amazon, and Meta — whose AI power demand has made them the world's largest funders of new clean energy.
Hyperscaler is the industry term for the four companies operating computing infrastructure at planetary scale: Microsoft, Google, Amazon, and Meta. Their data centers run AI training, cloud services, and consumer products at a power draw the existing grid was never built to deliver. To close the gap on their AI buildout timelines, they have become the largest single source of capital for advanced nuclear, enhanced geothermal, and grid infrastructure in the world — committing hundreds of billions of dollars through offtake contracts that absorb the upfront capital costs of every credible clean energy technology. They are not decarbonizing on purpose. They are racing each other for compute supremacy, and clean firm power is the bottleneck. The accidental inflection of the energy transition runs through their procurement departments.