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Microsoft may shelve 2030 clean energy target as AI lifts power use ...

The company’s 100/100/0 pledge is under review as it adds about 1 gigawatt of data center capacity every three months, Bloomberg reported.

  • Microsoft Corp. is debating whether to delay its 2030 target to match 100% of hourly energy use with zero-carbon power, as rapid AI data center expansion strains existing sustainability commitments.
  • Kenya's Microsoft data center project has stalled, highlighting the country's inability to support infrastructure demands of the AI boom despite the market's projected growth to $805 million by 2031.
  • Emissions at major tech firms including Alphabet Inc.'s Google, Amazon, and Microsoft surged between 23% and 64% since late 2022, as the hyperscaler adds one gigawatt of capacity every three months, enough to power 750,000 homes.
  • To meet soaring power needs, Microsoft is in talks with Chevron Corp. to fund a West Texas Permian Basin plant capable of generating up to 5 gigawatts.
  • Boris Gamazaychikov, former head of AI sustainability at Salesforce Inc., argues the industry requires a "broader reckoning" on climate commitments, noting "the systems we have weren't built for this moment.
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Semafor broke the news in New York, United States on Wednesday, May 6, 2026.
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