WaPo: ‘AI giants learn to share Trump’s zeal for fossil fuels’ – ‘Meta, X, Microsoft sidestep climate goals as they sprint to power artificial intelligence with new natural gas plants’

https://www.washingtonpost.com/business/2025/02/23/ai-gas-trump-climate-fossil/

Tech and energy companies are pushing their ambitious green-energy goals aside and rushing to build new natural gas plants across the country, amid escalating demand for power and Washington’s changing political winds.

Clean energy pioneer Microsoft is looking to new gas generation to power a $3.3 billion data center project in Wisconsin. The giant power company NextEra, which during the Biden era unveiled “the most ambitious carbon-emissions-reduction goal ever set by an energy producer” has since the inauguration been more eager to talk about its planned expansion of gas.

Meta announced late last year a 4-million-square-foot data center in the Louisiana delta, which filings show will be powered by new natural gas turbines. Even the investment company that led a 2021 shareholder revolt at ExxonMobil over its sluggish embrace of cleaner energy, Engine No. 1, is doubling down on fossil fuel expansions to power the explosive growth of artificial intelligence.

The companies are changing course as their need for electricity to expand computing capacity for AI eclipses what they forecast only a couple of years ago. They say they plan to offset their development of natural gas capacity with equal investments in clean energy like solar and wind.

Still, it’s a major shift for firms that stood against President Donald Trump’s efforts to undermine green energy initiatives during his first term. With Trump’s return to the White House, they are embracing his fervor for fossil fuels. Energy Secretary Chris Wright said at a conference this month that “net zero” emissions goals are “sinister” and threaten to destabilize energy systems.

“This is where politics meets physics,” Dan Brouillette, energy secretary during Trump’s first term, said when asked about the shift by these companies. “The bottom line is that renewable power cannot, will not, with current technology, provide the amount of energy that they want.”

The pivot was underway before Trump took office, as tech firms looked to gas amid a shortage of adequate new clean energy.

Now, the energy demands of tech firms and manufacturers are so acute and the Trump administration’s rollback of climate rules so aggressive, that even coal is making a comeback. But the biggest push is for gas, with more than 220 plants in various stages of development nationwide. They are often pitched as a bridge until more clean power is available, sometimes with promises the plants will eventually be equipped with nascent technology that traps greenhouse gas emissions. But the timeline for installing such “carbon capture” is vague.

“These companies are building these massive new gas plants that are going to be there for 30 to 50 years,” said Bill Weihl, a former director of sustainability at Facebook and founder of the nonprofit ClimateVoice. “That’s not a bridge. It is a giant bomb in our carbon budget.”

Share: