Microsoft's 2030 Renewable Target at Risk as AI Power Demand Surges

Microsoft is reconsidering its 2030 pledge to match all electricity use with renewable purchases, as AI data center growth outpaces new solar and wind projects. The company has secured 40 gigawatts of renewable capacity through 2025, yet deployment timing creates a mismatch with climbing power needs. Hourly matching—the tougher goal—may prove infeasible, though Microsoft continues scaling renewable procurement overall.