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AP Amanda Peterson Corio On The Information's TITV

“I am much more worried about the risk of underbuilding than overbuilding.”

The Information's TITV · October 2026

“I am much more worried about the risk of underbuilding than overbuilding.” — Amanda Peterson Corio, The Information's TITV

Context

Google's head of data center energy was asked whether there's a risk of overbuilding power, given that some AI infrastructure startups are struggling to raise money or have delayed IPOs. She says demand from Google's own products, cloud customers and Gemini makes her confident everything being built will be used.

Transcript

The Information's TITV Around 42:19 into the episode
Speaker 4

…answering questions, that people recognize that, hey, Google's committed to building this the right way, paying for their energy bills, not using water or replenishing water, committing to local jobs in our community. People really turn the page and get excited about having us in their community.

Jessica Lessin

…a lot of questions of what happens if we got ahead of our skis or we're overbuilding. How are you thinking about that when you're planning the power needs that you're going to, the power you're trying to build out for two to three years from now? Is there a risk of overbuilding, do you think?

Speaker 4

I am much more worried about the risk of underbuilding than overbuilding. So we have very clear demand from our customers and we have a variety of customers. Of course, we have our standard Google products and search and YouTube. We have our Google Cloud and enterprise customers through cloud in addition to Gemini. So we're fairly confident that everything that we're building today and Paying for is going to be used and utilized.

Jessica Lessin

Are you ever worried though about, and maybe it sounds very out there, but the world where Anthropic or OpenAI is right and they kind of gobble up all these AI apps and all these customers and startups and companies that are using AI models, maybe they just get eaten up by the big labs? Like, I…

Speaker 4

I think in every scenario that you're kind of mulling through, it still needs infrastructure to operate. And so an infrastructure, whether that's power infrastructure or a data center itself, is an asset in and of itself that inherently has value. And so when you're creating an asset the right way…

Jessica Lessin

Well, we'll have to come back in two to three years and see whether we under or overbuilt in that case. But it was really great to have you on the show. Thank you so much, Amanda. And again, that was Amanda Peterson Corio, Google's global head of data center energy here on TITV. Nicole Su leads AI…

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

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