Meta and Google talk about nuclear fusion for the future; The short-term reality is that they are pulling natural gas
Silicon Valley has an undeniable gift for selling the future. If one listens to the great technological leaders, Artificial Intelligence will soon be powered by energy sources worthy of a science fiction novel. Goal just signed an agreement to obtain solar energy directly from satellites in space, while figures such as Sam Altman, CEO of OpenAI, They assure that nuclear fusion It is the great “silver bullet” that will save the sector. However, it is enough to look down from the stars to the earth to find a much smokier reality. To feed the insatiable “energy monster” that AI has unleashed, big technology companies are turning to the technology of the past. As explained from Axiosthe race to dominate artificial intelligence is accelerating at such a dizzying pace that the industry’s ambitious climate goals are taking a discreet backseat. Today, the world’s most sophisticated cloud is being built on a foundation of fossil fuels. The numbers speak for themselves. Far from nuclear fusion laboratories, the actual infrastructure being built in the United States tells a story based on natural gas. Meta’s case is perhaps the most graphic, as detailed in Bloomberg, US utility Entergy Corp. has had to increase its capital spending plan by almost a third, reaching $57 billion, to build 10 new natural gas plants dedicated exclusively to powering the new data campus Hyperion of Meta in Louisiana. This gigantic complex will require more than 7 gigawatts of power, the equivalent of the output of seven large nuclear reactors. Google, the historic champion of clean energy, is not far behind either. An investigation by the market intelligence firm Cleanview has brought to light Google’s partnership with the company Crusoe Energy to develop a huge data center in Texas named “good night“. The project includes a 933-megawatt gas plant built outside the traditional electrical grid. The end of the green utopia? The environmental impact of this installation is not minor, how to explain Guardianthe plant will emit up to 4.5 million tons of carbon dioxide per year. To put it in perspective, this exceeds the annual emissions of the entire city of San Francisco or is equivalent to putting 970,000 additional gasoline cars on the roads. Given this, Google’s official position is cautious. Chrissy Moy, company spokesperson, does not deny the project before the mediaalthough it clarifies that, although they are linked to the campus, they still “do not have a contract in force” to acquire energy from said gas plant. How have they developed in oil pricethe origin of this sudden gas rush is that data centers are putting local power grids under unprecedented pressure, causing consumers to bear the cost of this increased energy competition. To overcome the slow expansions of the public network and the endless waiting lists for permits, Wired points out that data center developers They are choosing to generate their own energy “behind the meter” (off-grid). And in that fast and private strategy, gas is king. Their green mask falls off. This is a serious blow to Silicon Valley’s green image. As you remember GuardianGoogle was once a pioneer in promising net zero emissions by 2030. However, the company itself has had to admit that its carbon emissions have increased by 48% in the last five years due to data centers. Now, those environmental objectives have been internally downgraded to the category of climate moonshots (speculative projects very difficult to achieve). The underlying problem is purely physical. As he reflects Impakterenergy—not chip shortages—is emerging as the real bottleneck for AI. Traditional renewable sources are intermittent, and large language models require devouring electricity 24 hours a day. A systemic problem that is already raising blisters in Washington. The return to natural gas is not an isolated anecdote of a couple of companies. There are currently about 100 gigawatts of gas-fired power in development in the United States destined for data centers alone. Microsoft just signed a deal with oil giant Chevron in Texas, and permits for OpenAI’s Project Jupiter in New Mexico suggest it could emit up to 14 million tons of greenhouse gases annually (triple that of Google’s project). Faced with this fossil avalanche, Democratic senators such as Whitehouse, Van Hollen and Heinrich have sent letters demanding formal explanations from leaders of Meta and OpenAI for putting the country’s climate commitments at risk. The industry defends itself by arguing that it is a necessary evil. Cully Cavness, president of Crusoe, explained that natural gas it is a critical “bridge” and the only power source available today capable of scaling at the pace AI demands. Next-generation clean alternatives will take decades. Meta’s promising agreement to receive solar energy from space will not have a pilot satellite until 2028and its commercial viability is not expected, at best, until the 2030s or 2040s. The same happens with commercial fusion reactors: they will not dump a single watt into the grid well into the next decade. The great paradox of AI. Business magazines celebrate the financial success of this revolution. In their profiles of the most influential companies, TIME relates how Google, under Sundar Pichai, has reached a $4 trillion market value driven by its advances in AI, while Mark Zuckerberg celebrates record ad revenue on Meta by promising systems that will soon “understand the unique personal goals” of each user. Silicon Valley promises that this same Artificial Intelligence will one day help us solve humanity’s great challenges, including climate change itself. But the current paradox is inescapable: in the real world of 2026, to train the most brilliant and avant-garde artificial mind ever created, human beings still inevitably need to set natural gas on fire. Image | Photo by Tasos Mansour on Unsplash Xataka | Solving the mystery of the red balls on high-voltage cables: a simple way to save lives