Back to today’s briefing

Story perspectives

Microsoft Mulls Delaying 2030 Clean-Energy Goal Amid $190B Data-Center Surge

5/8/2026

29 2 Full Breakdown

Summary

Story summary

Microsoft is weighing a delay to its 2030 “100/100/0” clean-energy target in the United States.
It adds one gigawatt of data-center capacity every three months, enough for roughly 750,000 homes.
Microsoft has contracts for 40 GW of renewable power and 1.2 GW of carbon-free projects in Wisconsin, starting late 2028.
It expects to spend US$190 billion on data centers by December.
Demand could rise to 106 GW by 2035, with gas as the dominant fuel.

1 of 1

Story summary

Microsoft is weighing a delay to its 2030 “100/100/0” clean-energy target in the United States.
It adds one gigawatt of data-center capacity every three months, enough for roughly 750,000 homes.
Microsoft has contracts for 40 GW of renewable power and 1.2 GW of carbon-free projects in Wisconsin, starting late 2028.
It expects to spend US$190 billion on data centers by December.
Demand could rise to 106 GW by 2035, with gas as the dominant fuel.