Nearly Right

Google quietly scraps net-zero pledge as AI energy demands surge 48% above climate targets

The stealth website editing that exposed how artificial intelligence is killing corporate climate action

Five years ago, Google's climate pledges were the envy of Silicon Valley. The tech giant had committed to net-zero emissions by 2030, spent billions on renewable energy, and positioned itself as Big Tech's sustainability leader. Then, in late June 2024, Google did something remarkable: it made those commitments disappear.

No press release. No executive statement. No acknowledgment whatsoever. Instead, Google simply edited its sustainability website, scrubbing away years of climate promises as quietly as deleting an embarrassing photo from social media. The stealth operation was so thorough that the page "Operating Sustainably" became simply "Operations," and the entire section on net-zero carbon vanished into corporate memory.

The cover-up might have worked—except for digital archaeologists using the Wayback Archive to trace exactly what Google was trying to hide. What they uncovered reveals the most damning corporate climate scandal of the AI era: even the world's most committed environmental leaders are abandoning their pledges when artificial intelligence demands it.

The numbers behind Google's retreat are staggering. Emissions up 48% since 2019. Electricity consumption now matching entire countries. Every chat with Google's Gemini AI burning enough energy to power an LED bulb for two and a half minutes. Scale that across billions of daily queries, and the climate mathematics become impossible to ignore.

"Running the global infrastructure behind our products and services, including AI, takes considerable energy," Google finally admitted in buried corporate language, acknowledging it would be "almost impossible" to meet its net-zero targets.

When the numbers don't lie

Here's the brutal arithmetic that forced Google's hand: every time you ask Gemini to write an email or generate an image, you're triggering a cascade of computation across thousands of servers housed in football field-sized data centres. Each facility devours electricity with industrial appetite—Google now burns through 32.2 terawatt-hours annually, roughly equivalent to powering all of Ireland.

The growth curve is vertical. Google's electricity consumption jumped 26% in 2024 alone. The International Energy Agency projects global data centre demand will more than double by 2030, with AI-optimised facilities quadrupling their appetite for power. These aren't projections you can finesse with clever accounting or carbon offsets. They're physical constraints that make corporate climate pledges mathematically impossible.

"The pressure to get any possible source of electricity is rather overwhelming right now," explains Michael Barnard, a clean energy analyst watching the crisis unfold. "The developed world hasn't touched its grid for 40 years."

For Google's sustainability team, led by Chief Sustainability Officer Kate Brandt, this created an unsolvable equation. The company's 2030 net-zero commitment was made in 2021, before CEO Sundar Pichai declared Google an "AI-first company." Now those two strategies—climate leadership and AI dominance—cannot coexist on the same timeline.

Brandt's public response reads like corporate poetry: "While we remain committed to our climate moonshots, it's become clear that achieving them is now more complex and challenging across every level." Translation: we're abandoning ship.

The great tech surrender

Google isn't failing alone. Across Silicon Valley, the AI gold rush is leaving climate commitments in ruins. Microsoft promised to become carbon negative by 2030—a pledge that now looks like corporate fantasy as the company's emissions have surged 29% to 40% above baseline. Their water consumption alone has exploded 87% since 2020, primarily to cool the server farms powering ChatGPT and Copilot.

Amazon has quietly ditched its pledge to zero out emissions from half its shipments by 2030. Shell Oil abandoned its carbon credit pipeline project. BP scaled back emissions reduction plans. Even companies without obvious AI strategies are buckling under the sector's ravenous energy appetite.

This isn't corporate incompetence—it's corporate honesty, finally catching up with corporate marketing. John Lang, who tracks climate pledges through his Net Zero Tracker organisation, calls the current moment a "net-zero recession." His research found that only 4% of corporate climate commitments meet basic credibility standards. The rest, it turns out, were elaborate public relations exercises.

"Tech companies' greenhouse gas emissions targets appear to have lost their meaning and relevance," concluded researchers at NewClimate Institute, who discovered that data centre energy demand has grown 12% annually since 2017—long before AI went mainstream.

The pattern reveals something uncomfortable: when businesses face genuine trade-offs between profits and principles, principles lose. Every time.

Perfect timing for a cover-up

Google's June website purge came with exquisite timing. Just months before Donald Trump's return to the White House, corporations gained the perfect political shield for climate abandonment. The new administration has launched systematic attacks on ESG policies, branded sustainability efforts as "woke agenda," and given companies permission to stop pretending they care about the planet.

Trump's influence runs deeper than policy. Google donated $1 million to his inauguration and sent CEO Pichai to the ceremony. The company now champions "incredibly clean" coal plants for future data centre power—language that would have been corporate suicide just years earlier.

"There's a lot of pandering to Trump going on," observes Barnard, watching the sector's remarkable transformation. But the political shift merely removes pressure to maintain appearances. The fundamental problem—AI's voracious energy appetite—predates any election cycle.

A Conference Board survey found 80% of companies now "adjusting" their ESG policies to mitigate political risk. Translation: they're following Google's playbook of quiet abandonment through bureaucratic editing rather than honest acknowledgment of failure.

The timing isn't coincidence. It's strategic corporate cowardice, disguised as political pragmatism.

The death of voluntary virtue

Google's stealth retreat exposes the fundamental fraud of corporate climate action. Here was a company that spent billions on renewable energy, pioneered sustainability reporting, and genuinely tried to integrate environmental thinking into business strategy. Yet when AI created genuine conflict between profits and promises, the promises were deleted like spam email.

If Google—with its vast resources, technical expertise, and public commitment—cannot maintain climate goals under business pressure, what hope exists for meaningful voluntary action anywhere else? The answer is becoming uncomfortably clear: none whatsoever.

"If energy consumption continues to rise unchecked," warned European researchers studying the sector's crisis, "these tech companies' existing greenhouse gas emissions reduction targets may likely be unattainable." That's academic language for: the game is over.

John Lang remains diplomatically optimistic, suggesting current retreats represent "temporary recalibration" rather than permanent abandonment. He praises Google's $200 million investment in carbon removal technologies as evidence of continued commitment.

But Google's behaviour tells a different story. The company continues signing renewable energy contracts whilst simultaneously scrubbing climate commitments from public view—managing perceptions rather than emissions, preserving the appearance of virtue whilst abandoning its substance.

The real price of digital everything

Behind every AI query lies an industrial-scale infrastructure that would astonish most users. Data centres already consume more electricity than entire nations, with Ireland seeing these facilities devour 17% of national power. Northern Virginia alone will need energy equivalent to 6 million homes by 2030 just to keep the servers humming.

The localised impact is crushing communities unprepared for this digital onslaught. Several US states have paused new data centre contracts, overwhelmed by demand. Coal plant closures have been delayed specifically to feed AI's appetite. Google's data centres consumed 12.7 billion litres of fresh water in 2021 just for cooling—enough to supply a city.

"There's a whole material infrastructure that needs to be built to support AI," explains Alex Hanna from the Distributed AI Research Institute. That infrastructure doesn't just need electricity; it needs everything from rare earth minerals to enormous quantities of water, all extracted from an already stressed planet.

The question confronting policymakers is stark: continue trusting voluntary corporate promises that companies abandon when convenient, or impose mandatory constraints that force honest choices. Google's stealth website editing provides the answer.

As Lang concludes with admirable understatement: "Rapid emissions reductions will soon be reprioritised. It's our one and only solution to climate change. There's no other option." The only question remaining is whether that reprioritisation comes from corporations finally getting serious—or from governments making them.

#artificial intelligence #climate crisis