Microsoft CEO Satya Nadella speaks at an organization occasion on synthetic intelligence applied sciences in Jakarta, Indonesia, on April 30, 2024.
Dimas Ardian | Bloomberg | Getty Photos
HOUSTON — Microsoft is open to deploying pure fuel with carbon seize know-how to energy synthetic intelligence information facilities, the know-how firm’s vice chairman of vitality informed CNBC.
“That completely wouldn’t be off the desk,” Bobby Hollis stated. However the govt stated Microsoft would think about pure fuel with carbon seize provided that the challenge is “commercially viable and price aggressive.”
Oil and fuel firms have been growing carbon seize know-how for years, however the trade has struggled to launch it at a business scale because of the excessive prices related to such initiatives. The know-how captures carbon dioxide emissions from industrial websites and shops them deep underground.
Microsoft has bold objectives to handle local weather, aiming to match all of its electrical energy consumption with carbon-free vitality by 2030. The tech firm has procured greater than 30 gigawatts of renewable energy in pursuit of that purpose. However the tech sector has come to the conclusion that renewables alone usually are not sufficient to energy the demanding energy wants of information facilities.
Microsoft turned to nuclear energy final yr, signing a deal to assist the restart of Three Mile Island via an settlement to buy electrical energy from the at present shuttered plant. However it’s unlikely that the U.S. will construct a major quantity of extra unclear energy till the 2030s.
Information middle builders more and more see pure fuel as near-term energy answer regardless of its carbon-dioxide emissions. The Trump administration is concentrated on boosting pure fuel manufacturing. Vitality Secretary Chris Wright stated Monday that renewable energy can not change the position of fuel in producing electrical energy.
“We have at all times been cognizant that fossil won’t disappear as quick as all of us would hope,” Hollis stated. “That being stated, we knew pure fuel may be very a lot the near-term remedy that we’re seeing, particularly for AI deployments.”
Exxon Mobil and Chevron introduced final December that they’re coming into the information middle house with plans to develop pure fuel vegetation with carbon seize know-how. Chevron struck an settlement with fuel turbine producer GE Vernova in January in construct fuel vegetation for information facilities “with the flexibleness to combine” carbon seize and storage know-how.
Hollis declined to say whether or not Microsoft is having conversations with the oil majors. The chief stated the tech firm is having “discussions throughout the board with all of these applied sciences.”
President Donald Trump informed the World Financial Discussion board in January that he’ll use emergency powers to expedite the development of energy vegetation for information facilities. Trump stated the information facilities can use no matter gasoline they need. Chevron and GE Vernova introduced their plan to construct fuel vegetation for information facilities days after Trump’s remarks.
“We’re simply glad to see that there is a give attention to accelerating schedules to fulfill what we view as a reasonably crucial want,” Hollis stated when requested concerning the Trump administration’s plans.
However deploying pure fuel faces its personal challenges. The price of new pure fuel vegetation has tripled and the road to construct vegetation now extends to 2030, NextEra CEO John Ketchum stated Monday. NextEra is the biggest developer of renewables within the U.S. but additionally has fuel property.
“Renewables are able to go proper now as a result of they have been up and working,” Ketchum stated on the convention. “It is cheaper and it is obtainable proper now until you have already got a turbine on order or that is already been permitted.”
Ketchum stated nuclear is unlikely to be an influence answer till 2035. NextEra is contemplating restarting the mothballed Duane Arnold nuclear plant in Iowa.
