What just happened:
Acquisition: Google acquired Intersect Power for ~$4.75 billion cash (plus assuming existing debt)
Who they are: Utility-scale clean energy developer focused on solar, battery storage, and integrated energy infrastructure
What they do: Develop, own, and operate multi-gigawatt clean-energy projects - specifically designed to co-locate with large power users.
Here a **ranked list of publicly traded companies similar to Intersect Power — ordered from most potential (growth + profitability) to least based on recent analyst outlooks and fundamentals in the renewable/clean energy space (as of late 2025):
📈 Top-Tier (Strong Growth + Profits + Scale)
NextEra Energy (NYSE: NEE) — Best overall renewable utility play
• World’s largest wind + solar generator with stable utility cash flows and massive renewables + storage pipeline. �
Why it’s top: Profitability, dividend growth, diversified revenue, resilient demand from utilities and corporate PPAs.
The Motley Fool +1
Brookfield Renewable Partners (NYSE: BEP / BEPC) — Diversified global renewable operator
• Hydroelectric, wind, solar & storage portfolio with long-term contracted cash flows. �
Why: Consistent FFO growth target + diversified geographies reduce risk vs single-technology players.
The Motley Fool +1
First Solar (NASDAQ: FSLR) — Solar manufacturer + project developer with strong margins
• One of the few U.S. solar panel makers with strong gross margins and robust project backlog. �
Why: Beneficial position if domestic manufacturing incentives remain; technology edge in certain climates.
The Motley Fool
📊 Mid-Tier (Good Growth, More Volatility / Sector-Specific)
Enphase Energy (NASDAQ: ENPH) — Solar tech + storage leader
• High-margin inverter + storage systems business with recurring revenue potential and strong growth in global solar installations. �
Why: Growth streak, innovation, profitable model — but more cyclical and tied to solar installs than grid-scale generation.
IG
Clearway Energy (NYSE: CWEN) — Steady renewable owner/operator
• Large U.S. renewable portfolio with predictable cash flow and expected CAFD (cash available for distribution) growth. �
Why: Dividend income + steady growth, but smaller scale than top tier.
The Motley Fool
Ørsted (CPH: ORSTED) — Offshore wind giant
• Global leader in offshore wind development with long-dated contracts. �
Why: Strong expertise and policy support in Europe/Asia, but capital-intensive and slower near-term growth.
IG +1
🔎 Speculative / Emerging (High Growth Potential, Higher Risk)
Nextracker (NASDAQ: NXT) — Solar hardware specialist
• Fast-growing maker of solar trackers — technology that boosts output for utility-scale projects. �
Why: Solid growth prospects but more niche and tied to project build cycles.
Gainify
Plug Power (NASDAQ: PLUG) — Hydrogen / fuel-cell play
• Leader in green hydrogen tech with big long-term potential, but historically unprofitable and volatile. �
Why: Future growth if hydrogen takes off; right now still more speculative and earnings-challenged.
IG +1
⚠️ Consider With Caution (Profitability/Execution Risk)
Vestas Wind Systems (CPH: VWS) — Turbine maker
• Major wind OEM with backlog, but profit margins and cyclical demand can vary widely. �
Why: Industrial cycles + competition pressure returns and profitability.
Ultima Markets
Sunrun (NASDAQ: RUN) / other small solar names
• Solar installers/developers often have high growth potential but thin margins and financing risk — not always profitable. �
VT Markets |
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Most people see AI through search, YouTube, and Gemini. Very few see the industrial-scale infrastructure powering it behind the scenes.
The Core Engine
• Broadcom (#AVGO) – Co-designs custom TPUs, reducing reliance on expensive NVIDIA GPUs
• TSMC (#TSM) – The only foundry capable of producing Google’s advanced TPUs at scale
• Arm (#ARM) – CPU architecture used alongside TPUs for AI control & inference
• Cadence Design Systems (#CDNS) – Software used to design next-gen AI chips
• Synopsys (#SNPS) – IP + testing tools to ensure chip reliability
• Amkor Technology (#AMKR) – Packages TPUs with memory for data-center deployment
⸻
🌐 AI Networking (Speed at Scale)
• Astera Labs (#ALAB) – High-speed rack-level connectivity.
📌 Bottom Line
Google is not just building AI models.
It is building a vertically integrated AI supply chain—from silicon to power to optics—designed to lower costs, improve margins, and scale AI globally.