Google’s emissions up 51% as AI electricity demand derails efforts to go green

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"Google Reports 51% Increase in Carbon Emissions Amid Rising AI Energy Demands"

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Google has reported a staggering 51% increase in its carbon emissions since 2019, a development that poses significant challenges to the tech giant's sustainability goals. This rise in emissions has been largely attributed to the growing electricity demands of artificial intelligence (AI), which necessitates a substantial expansion of data center capacity. Despite Google's ongoing investments in renewable energy and carbon removal technologies, the company continues to struggle with its scope 3 emissions, which encompass those that occur further down the supply chain. The surge in electricity consumption, which increased by 27% year-on-year, has made it difficult for Google to decarbonize its energy use in line with its ambitious targets. The International Energy Agency has warned that the total electricity consumption of data centers could double by 2026, driven primarily by AI, leading to a projection that data centers could consume 4.5% of global energy generation by 2030.

The report also highlights the slow progress in developing new low-carbon electricity generation technologies, such as Small Modular Reactors (SMRs), which are seen as a potential solution for reducing the carbon footprint of data centers. However, the deployment of these technologies has been hampered by regulatory challenges and high costs, making it difficult to achieve widespread adoption. Google’s scope 3 emissions, which reflect the company’s overall carbon footprint, saw an 11% increase year-over-year, with a notable 22% rise in 2024 alone. While Google is actively working to secure clean energy, having signed agreements for over 22 gigawatts of renewable energy since 2010, the company has also made strides in eliminating plastic packaging from its products ahead of schedule. Looking to the future, Google remains optimistic about the potential of AI to contribute positively to climate initiatives, aiming to enable partners to collectively reduce one gigaton of carbon-equivalent emissions annually by 2030 through various AI applications that enhance energy efficiency and optimize renewable energy generation.

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Google’scarbon emissions have soared by 51% since 2019 asartificial intelligencehampers the tech company’s efforts to go green.

While the corporation has invested in renewable energy and carbon removal technology, it has failed to curb its scope 3 emissions, which are those further down the supply chain, and are in large part influenced by a growth in datacentre capacity required to power artificial intelligence.

The company reported a 27% increase in year-on-year electricity consumption as it struggles to decarbonise as quickly as its energy needs increase.

Datacentres play a crucial role in training and operating the models that underpin AI models such as Google’s Gemini and OpenAI’s GPT-4, which powers the ChatGPT chatbot. The International Energy Agency estimates that datacentres’ total electricity consumption coulddouble from 2022 levelsto 1,000TWh (terawatt hours) in 2026, approximately Japan’s level of electricity demand. AI will result in datacentres using4.5% of global energy generationby 2030, according to calculations by the research firm SemiAnalysis.

The report also raises concerns that the rapid evolution of AI may drive “non-linear growth in energy demand”, making future energy needs and emissions trajectories more difficult to predict.

Another issueGooglehighlighted is lack of progress on new forms of low-carbon electricity generation. Small Modular Reactors (SMRs), miniature nuclear plants that are supposed to be quick and easy to build and get on the grid, have been hailed as a way to decarbonise datacentres. There were hopes that areas with many datacentres could have one or more SMR and that would reduce the huge carbon footprint from the electricity used by these datacentres, which are more in demand due to AI use.

The report said these were behind schedule: “A key challenge is the slower-than-needed deployment of carbon-free energy technologies at scale, and getting there by 2030 will be very difficult. While we continue to invest in promising technologies like advanced geothermal and SMRs, their widespread adoption hasn’t yet been achieved because they’re early-stage, relatively costly, and poorly incentivised by current regulatory structures.”

It added that scope 3 remained a “challenge”, as Google’s total ambition-based emissions were 11.5m tons of CO₂-equivalent gases, representing an 11% year-over-year increase and a 51% increase compared with the 2019 base year. This was “primarily driven by increases in supply chain emissions” and scope 3 emissions increased by 22% in 2024.

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Google is racing to buy clean energy to power its systems, and since 2010, the company has signed more than 170 agreements to purchase over 22 gigawatts of clean energy. In 2024, 25 of these came online to add 2.5GW of new clean energy to its operations. It was also a record year for clean energy deals, with the company signing contracts for 8GW.

The company has met one of its environmental targets early: eliminating plastic packaging. Google announced today that packaging for new Google products launched and manufactured in 2024 was 100% plastic-free. Its goal was to achieve this by the end of 2025.

In the report, the company also said AI could have a “net positive potential” on climate, because it hoped the emissions reductions enabled by AI applications would be greater than the emissions generated by the AI itself, including its energy consumption from datacentres.

Google is aiming to help individuals, cities and other partners collectively reduce 1GT (gigaton) of their carbon-equivalent emissions annually by 2030 using AI products. These can, for example, help predict energy use and therefore reduce wastage, and map the solar potential of buildings so panels are put in the right place and generate the maximum electricity.

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Source: The Guardian