They spoke about the tech giant’s growing energy demand and what sort of technologies the company is looking to to help meet it. In case you weren’t able to join us, let’s dig into that session and consider how the company is thinking about energy in the face of AI’s rapid rise.
I’ve been closely following Google’s work in energy this year. Like the rest of the tech industry, the company is seeing ballooning electricity demand in its data centers. That could get in the way of a major goal that Google has been talking about for years.
See, back in 2020, the company announced an ambitious target: by 2030, it aimed to run on carbon-free energy 24-7. Basically, that means Google would purchase enough renewable energy on the grids where it operates to meet its entire electricity demand, and the purchases would match up so the electricity would have to be generated when the company was actually using energy. (For more on the nuances of Big Tech’s renewable-energy pledges, check out James’s piece from last year.)
Google’s is an ambitious goal, and on stage, Tian said that the company is still aiming for it but acknowledged that it’s looking tough with the rise of AI.
“It was always a moonshot,” she said. “It’s something very, very hard to achieve, and it’s only harder in the face of this growth. But our perspective is, if we don’t move in that direction, we’ll never get there.”
Google’s total electricity demand more than doubled from 2020 to 2024, according to its latest Environmental Report. As for that goal of 24-7 carbon-free energy? The company is basically treading water. While it was at 67% for its data centers in 2020, last year it came in at 66%.
Not going backwards is something of an accomplishment, given the rapid growth in electricity demand. But it still leaves the company some distance away from its finish line.
To close the gap, Google has been signing what feels like constant deals in the energy space. Two recent announcements that Tian talked about on stage were a project involving carbon capture and storage at a natural-gas plant in Illinois and plans to reopen a shuttered nuclear power plant in Iowa.