Google, Nvidia and Anthropic have teamed up with Emerald AI on grid-flexible software (technology that adjusts electricity use to grid conditions) aimed at expanding power availability for data centers. Emerald AI claims the approach could unlock up to 100 GW of potential capacity on existing U.S. grid infrastructure. Nvidia has already partnered with the company on grid-flexible AI factories. Market pricing suggests positive sentiment toward Alphabet, although the development does not confirm an immediate financial effect. The market currently leans strongly toward Nvidia becoming the largest company by market capitalization by the end of September, with Alphabet viewed as less likely. Developments in the coalition’s implementation, earnings and AI and cloud strategies from Nvidia and Alphabet, announcements by other technology companies, and geopolitical events affecting the industry are identified as factors to watch. The material also promotes live prediction-market analysis powered by Vera.