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Tech giants’ self-made AI energy crisis

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9 minute read

For years tech giants have been helping climate catastrophists shut down reliable fossil fuel electricity. Now the grid they’ve helped gut cannot possibly supply their growing AI needs.

For years tech giants have been helping climate catastrophists shut down reliable fossil fuel electricity, falsely claiming they can be replaced by solar/wind.

Now the grid they’ve helped gut can’t supply their growing AI needs.¹

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  • For the last decade, tech giants such as Apple, Microsoft, Meta, and Google have, through dedicated anti-fossil-fuel propaganda and political efforts, promoted the shutdown of reliable fossil fuel power plants in favor of unreliable solar and wind.
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  • Tech giants have propagandized against reliable fossil fuel power plants by falsely claiming to be “100% renewable” and implying everyone could do it. In fact, they have just paid utilities to credit them for others’ solar and wind use and blame others for their coal and gas use.²
  • In addition to their “100% renewable” propaganda, tech giants directly endorsed people and policies who shut down reliable fossil fuel power plants.E.g., The RE100 coalition, including Google, Apple, Meta, and Microsoft, advocates for policies to “accelerate change towards zero carbon grids at scale by 2040.”³
  • Companies’ propaganda that solar/wind could rapidly replace fossil fuels has proven false. 

    Statewide blackouts in California (2020) and Texas (2021) were caused by the failure of solar/wind—which can go near zero at any time—to make up for lack of reliable fossil fuel capacity.

  • Thanks in significant part to tech giants’ advocacy, we have now shut down enough reliable power plants to be in a nationwide electricity crisis. 

    For example, most of North America is at elevated/high risk of electricity shortfalls between 2024-2028.⁴

  • The anti-fossil-fuel, pro-unreliable solar and wind political climate that tech giants have fostered is getting much worse, as the Administration has pledged to further reduce reliable electricity supply via power plant shutdowns and add artificial demand through EV mandates.

    Biden’s EV mandate: a dictatorial attack on the American driver and the US grid

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    APR 22
    Biden's EV mandate: a dictatorial attack on the American driver and the US grid
     

    Biden’s de facto mandate of over 50% EVs by 2032 is a dictatorial attack on the American driver and the US grid that will 1. Force Americans to drive inferior cars. 2. Place massive new demand for reliable electricity on a grid that is declining in reliable electricity supply.

     

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  • While for years tech giants didn’t seem to have any concern about the electricity supply disaster their propaganda and policies were bringing about, they are now very interested because of the accelerating power requirements of computing, above all the hyper-competitive AI space.
  • To function at its potential, AI requires massive amounts of power. E.g., state-of-the-art data centers can require as much electricity as a large nuclear reactor.⁵
  • Electricity demand from US data centers already doubled between 2014 and 2023. Now with the fast growth of energy-hungry AI, demand from data centers could triple from 2.5% to 7.5% of our electricity use by 2030, according to Boston Consulting Group.⁶
  • In large part due to AI, nationwide electricity demand is projected to skyrocket. Official 10-year projections for the US have summer and winter peak demand rising by over 79 gigawatt and over 90 gigawatt. 90 gigawatt is equivalent to adding the entire power generating capacity of California (!)⁷
  • Given the woeful underpowered grid that AI giants have helped bring about, dramatically rising demand from AI will not only contribute to massive electricity shortages, but it will also destroy a lot of potential for AI to occur in the United States.
  • Limited and expensive electricity will force data centers to operate with higher cost or lower capacity within the US—or take a performance hit in the form of increased latency (which can drastically reduce the value of the product) by moving offshore.
  • Not only is offshoring data centers destructive from an economic standpoint, it also poses a substantial security risk. E.g., Building a data center in China—which we already depend on dangerously for critical minerals—gives the CCP physical power over more parts of our economy.
  • Economically, data centers are a gold mine of opportunities.Globally, data centers employed 2M people full-time in 2019, many in high-skill/high-pay jobs—and this number is forecast to increase nearly 300K by 2025.

    Our gutted grid will cost many Americans these opportunities.⁸

  • In the face of woefully inadequate electricity supply for their AI goals, tech giant CEOs are finally speaking up about the lack of power. 

    E.g., Meta CEO Mark Zuckerberg said in an interview that energy will be the #1 bottleneck to AI progress.

  • It is not enough for tech giants to warn us about the lack of reliable power. They need to take responsibility for their anti-fossil-fuel advocacy that helped caused it. And they need to support energy freedom policies that allow all fuels to compete to provide reliable power. 

    End preferences for unreliable electricity

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    DECEMBER 14, 2022
    End preferences for unreliable electricity
     

    Today’s grids are being ruined by systemic preferences for unreliable electricity: 1) no price penalty for being unreliable 2) huge subsidies for unreliables 3) mandates for unreliables Congress should end these now. The Opportunity America, given its combination of abundant domestic energy resources, technological ingenuity, and free-market competition, has …

     

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  • An example of a tech giant influencer not taking any responsibility for causing the electricity crisis is BlackRock CEO Larry Fink, who pushed companies and governments to adopt “net-zero” policies using mostly solar/wind, but now admits they can’t power AI data centers!
  • A better attitude toward electricity was expressed by OpenAI CEO Sam Altman: “There will always be people who wait and sit around and say ‘we shouldn’t do AI because we may burn a little more carbon’… the anti-progress streak” and this “is something that we can all fight against.”⁹
  • America faces a choice. We can either continue our current trajectory, descend into a Third World grid, and become totally inhospitable for AI, or we can adopt energy freedom policies and become a world leader in both AI and electricity.
  • Share this article with tech giant CEOs and tell them to publicly apologize for damaging our grid and to commit to energy freedom policies.Google: @sundarpichai ([email protected])
    Apple: @tim_cook ([email protected])
    Meta: @finkd ([email protected])
    Microsoft: @satyanadella ([email protected])

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Michelle Hung contributed to this piece.

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Alberta Premier Danielle Smith Media Roundtable from Washington

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From the YouTube channel of Alberta Premier Danielle Smith

Members of the media join Premier Danielle Smith for a round table on January 21, 2025.

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Economy

Trump declares national energy emergency

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From The Center Square

By 

President Donald Trump signed an executive order Monday night declaring a national energy emergency.

Trump announced the order earlier in the day during his Inauguration Speech.

“We will drill baby drill,” Trump said. “We will bring prices down, fill our strategic reserves up again right to the top, and export American energy all over the world. We will be a rich nation again and it is that liquid gold under our feet that will help to do it.”

The order states that high energy prices are an “active threat to the American people.”

“The policies of the previous administration have driven our Nation into a national emergency, where a precariously inadequate and intermittent energy supply, and an increasingly unreliable grid, require swift and decisive action,” the order said. “In light of these findings, I hereby declare a national emergency.”

To solve high prices and remedy the “numerous problems” with America’s energy infrastructure, the order stated that the delivery of energy infrastructure must be “expedited” and the nation’s energy supply facilitated “to the fullest extent possible.”

This was one of many executive orders the president signed on his first day in office.

In another order signed Monday night, Trump declared it was time to unleash American energy.

“In recent years, burdensome and ideologically motivated regulations have impeded the development of these resources, limited the generation of reliable and affordable electricity, reduced job creation, and inflicted high energy costs upon our citizens,” the order said. “It is thus in the national interest to unleash America’s affordable and reliable energy and natural resources.”

All this will be done through encouraging energy exploration, the elimination the electric vehicle mandates, and safeguarding “the American people’s freedom to choose from a variety of goods and appliances.”

The order promises these measures will “restore American prosperity,” “establish our position as the leading producer,” and “protect the United States’s economic and national security and military preparedness.”

In an earlier signing of executive orders in front of a crowd of supporters at the Capital One Arena, Trump signed an executive order withdrawing the United States from the Paris Climate Accords.

Elyse Apel is an apprentice reporter with The Center Square, covering Georgia and North Carolina. She is a 2024 graduate of Hillsdale College.

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