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Energy & Climate · 5 min read

AI Scales in Months, Clean Energy Takes Years — The Climate Math Is Breaking

AI data centers scale in 12 to 18 months. Renewable energy takes three to five years. Carbon Direct's 2026 outlook shows the mismatch is forcing hyperscalers into natural gas while climate commitments quietly erode.

May 18

Energy & Climate · 4 min read

AI's Soaring Power Appetite Is Quietly Undermining Corporate Climate Pledges

Data centers are projected to account for 55% of all US electricity demand growth over five years — and AI is the primary driver. A Carbon Direct analysis finds corporate climate commitments are structurally lagging behind AI's energy footprint.

Apr 30