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Energy & Climate · 5 min read

AI and Renewables Are Driving the Same Power Surge — and Each Other

AI's energy demand is accelerating renewable buildout through hyperscaler procurement commitments — but the feedback loop is policy-dependent and could reverse if clean-energy matching requirements aren't enforced.

May 12

Energy & Climate · 4 min read

Microsoft May Shelve 2030 Clean Energy Target as AI Data Centers Outpace Renewable Deployment

Microsoft is weighing whether to abandon its 2030 goal of matching 100% of its electricity with carbon-free energy on an hourly basis, as AI data center demand outpaces renewable deployment.

May 10