The construction of natural gas power plants has tripled compared to pre-AI boom levels, according to industry data from 2025. Tech giants rushing to build AI infrastructure have found that renewable energy sources cannot meet their around-the-clock power needs, leading them to sign long-term contracts with fossil fuel providers.

The trend puts the U.S. at risk of missing climate targets just as the rest of the developed world accelerates decarbonization efforts. Environmental groups warn that the AI industry's carbon footprint could undo years of progress on emissions reduction.

Microsoft, Google, and Amazon have all faced criticism for their growing energy consumption, even as they publicly commit to sustainability goals. The disconnect between corporate climate pledges and actual energy sourcing has become increasingly stark.