Big tech was embracing clean energy and turning a corner on climate change. Then AI data centers arrived | Fortune
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Big tech was embracing clean energy and turning a corner on climate change. Then AI data centers arrived | Fortune
"Even if they haven't officially revised their goals, they are starting to acknowledge that, 'Yeah, we're maybe not on track,' said Patrick Huang, a senior analyst at Wood Mackenzie."
"Tech companies bought record amounts of clean energy in 2024 and 2025, according to the Clean Energy Buyers Association."
"Total emissions have gone up over roughly the first five years of their climate commitments, according to companies' sustainability reports. Google's emissions jumped nearly 50%."
"Data centers used about 4.6% of total U.S. electricity in 2024, a share that could nearly triple by 2028, according to government estimates."
Tech companies like Google and Microsoft are reassessing their climate goals as emissions rise despite commitments to clean energy. Google now refers to its 2030 clean energy target as a 'moonshot,' while Microsoft describes its carbon removal efforts as 'a marathon, not a sprint.' The rapid deployment of artificial intelligence and the need for extensive data centers are complicating these commitments. Emissions from major tech firms have increased significantly, with data centers projected to consume a larger share of U.S. electricity in the coming years.
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