NVIDIA와 Google은 AI로 인한 전력 과부하를 방지하기 위해 전력망 인프라 투자를 조정하는 에너지 얼라이언스를 출범했다.

Nvidia, Google, and Emerald AI have launched an alliance dedicated to promoting flexible artificial intelligence data centers, according to a Wednesday (Sept. 16) blog post from Nvidia.

In addition to the founding members, the AI Energy Management Alliance (AEMA) will include partners across the computing and power ecosystem, encompassing AI platforms, infrastructure providers, data center operators, technology companies, power producers, utilities, and regional grid operators. Emerald AI confirmed on LinkedIn that 18 launch partners are participating in AEMA alongside the three founders.

“What we agree on is specific: The grid was built for flat, predictable load, AI is not that, and the answer is not to ask the grid to simply absorb us,” Emerald AI said in the post. “AI data centers should be good grid citizens—flexing when the system is strained, absorbing power when it is abundant, and that flexibility should earn a faster connection through rules that are performance-based and the same for everyone.”

Tyler Norris, head of energy market innovation, AI and infrastructure at Google and inaugural board chair of AEMA, outlined the group’s objectives in a LinkedIn post: “Our shared mission: modernize power system planning and operations for the 21st century to unlock the full potential of flexible data centers, enabling digital infrastructure to actively enhance system utilization, affordability and reliability.”

The initiative follows earlier reporting by PYMNTS in January noting that there has been tension between AI expansion and grid constraints. According to Nvidia’s blog post, AEMA will promote the responsible scaling of AI factories by developing technical and operational approaches, collaborating with utilities on interconnection solutions, and advocating for policies that recognize grid-responsive demand.

Flexible AI data centers can dynamically manage their electricity use in response to grid conditions, getting more watts out of existing infrastructure, reducing environmental impacts per watt, and supporting energy affordability. These data centers adjust the amount of electricity they draw from the grid by shifting computing workloads, discharging storage, using paired generation, or responding to system contingencies.

AEMA is technology-neutral and performance-based, focusing on the measurable service a facility can deliver rather than the hardware or software that is used. The alliance aims to set rules for facilities regarding staying connected during brief grid disturbances, reducing power use when needed, and responding to emergencies. It also seeks to standardize technical requirements, performance metrics, and operational data sharing; create faster, risk-adjusted pathways for customers that make credible and verifiable flexibility commitments; and allocate interconnection costs in a way that reflects actual system impacts and benefits.