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Microsoft Weighs Delay to 2030 Hourly Clean‑Power Goal as AI Drives Energy Surge

Soaring AI data center power needs are testing a pre‑AI climate pledge.

Overview

  • Microsoft, which Bloomberg reported Wednesday is debating its 2030 hour‑by‑hour clean‑power pledge, has not made a final decision.
  • Microsoft told TechCrunch it is looking to keep its annual clean‑energy matching, a looser accounting method that does not line up use and supply each hour.
  • The rapid buildout of AI data centers is pushing electricity demand to gigawatt scale, and Reuters notes a single gigawatt can power roughly 750,000 U.S. homes.
  • To secure reliable capacity, Microsoft is lining up firm supplies that move faster than new renewables, including a planned West Texas natural‑gas plant with Chevron and Engine No. 1 that could reach 5 gigawatts.
  • Altering the hour‑by‑hour goal could undercut Microsoft’s claim that its data centers run on clean power, which matters for communities worried about pollution and power costs.