Microsoft commits to 100% renewable energy matching its electricity use

• Microsoft contracted 40 GW of new renewable energy through long-term power purchase agreements, with 19 GW already delivered to grids and the rest arriving over the next five years across 26 countries
• The company plans $50 billion in investments by 2030 to expand AI infrastructure globally, particularly in developing nations, while maintaining its 100% renewable energy matching target through 2030 when it aims to become carbon negative
• In Ireland, where data centers consumed 22% of total power in 2024, Microsoft plans to resume stalled data center projects following government policy changes requiring new facilities to meet 80% of demand from additional renewable sources

Summary

Microsoft Renewable Energy Commitment Amid AI Expansion

Microsoft announced it has achieved its 2025 goal of matching 100% of its electricity consumption with renewable energy and commits to maintaining this target despite massive AI-driven data center expansion.

Key Figures:

• Contracted 40 gigawatts (GW) of new renewable energy supply, primarily through long-term power purchase agreements
• 19 GW already supplied to the grid; remainder to be delivered over the next five years
• Renewable energy projects span 26 countries
• Planning $50 billion investment by 2030 to expand AI infrastructure across the Global South, mostly for cloud and AI data centers

Strategic Developments:

Microsoft will increasingly rely on carbon-free electricity sources, including a 2024 deal with Constellation Energy to restart a Pennsylvania nuclear plant. The company aims to achieve carbon-negative status by 2030.

Ireland Operations:

Microsoft built its first non-U.S. data center in West Dublin in 2009. The company plans to advance stalled data center proposals following Ireland's recent lifting of grid connection restrictions. New regulatory policy requires data centers to meet at least 80% of annual demand from additional renewable power, effective next month. Data centers currently account for 22% of Ireland's total power consumption in 2024.

Market Implications:

This commitment demonstrates how major tech companies are addressing sustainability concerns while managing substantial energy demands from AI expansion. The significant capital investment signals continued growth in renewable energy infrastructure and potential opportunities for utility providers and clean energy developers.