
Google's AI expansion drove a 37% jump in electricity consumption in 2025, the company disclosed in its sustainability report. To manage this growth, Google signed renewable energy agreements totaling 12 gigawatts—its largest annual commitment—but faces a credibility gap: its long-standing claim of 100% renewable matching masks continued reliance on fossil fuels in local grids. The company is now pursuing a stricter '24/7 carbon-free energy' standard and investing in nuclear, fusion, and geothermal technologies, though planned natural gas plants for new data centers signal reliance on conventional fuels remains part of its near-term strategy.
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Google's electricity consumption rose 37% in 2025 due to AI infrastructure expansion. The company signed agreements for 12 gigawatts of net-new clean energy in 2025, its largest annual total. However, Google also disclosed that supply chain emissions from contracted manufacturers and suppliers grew 25%, driven by Asia-Pacific grid reliance on fossil fuels.
Why it matters
Google has matched 100% of global electricity with renewable energy purchases for nine years, but the company now acknowledges this accounting method masks continued fossil fuel use in local grids. To address this gap, Google is shifting to a '24/7 carbon-free energy ambition' focused on hourly and local clean energy matching—a more granular standard that reflects actual power sources feeding its data centers.
What to watch
Google's $40 billion(約6.4兆円) Texas data center investment includes a potential 933-megawatt natural gas power plant without carbon capture technology, which could produce 4.5 million tons of carbon dioxide annually. A Google spokesperson stated the company has not yet signed an agreement for how much power its data center would draw from the natural gas plant.
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