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Google Emissions Climb 18% as AI Growth Outpaces Clean Energy

Google Emissions Climb 18% as AI Growth Outpaces Clean Energy

Google marked the release of its eleventh annual environmental report by pointing to a record year for clean power procurement set against the mounting demands of its artificial intelligence buildout. The company signed agreements for more than 12 gigawatts of net-new clean energy in 2025, roughly enough to power a country the size of Greece for a year once operational, and cut its operational emissions by 2 percent even as electricity demand grew. Chief Sustainability Officer Kate Brandt framed the report as an account of the tension between rapid growth and environmental stewardship.

The 12 gigawatts signed in 2025 was the company's largest annual total and lifted its cumulative procurement since 2010 to nearly 35 gigawatts across more than 240 agreements, enough new capacity to supply over 28 million United States homes. Google, one of the world's largest corporate buyers of clean power, achieved the operational cut while absorbing a 37 percent annual rise in electricity demand, its steepest ever, and matching all of its consumption with renewable purchases for the ninth year running. The company said its data centres use 83 percent less overhead energy than the industry average.

Efficiency gains across hardware, software and clean energy procurement collectively avoided more than 58 million tonnes of carbon dioxide equivalent during the year, without which Google estimates its footprint would have been five times larger. Its water stewardship projects replenished about 7.7 billion gallons, close to 78 percent of the freshwater it consumed, moving toward a 2030 goal of replenishing more than it uses.

Google also stressed the emissions its technology helps others avoid. It calculated that nine of its products, including Google Earth, Nest thermostats and fuel-efficient routing in Maps, enabled individuals, cities and partners to cut an estimated 41 million tonnes in 2025, roughly three times the company's own footprint. It pointed to AI tools for wildfire and flood forecasting and to species-recognition models such as Perch and SpeciesNet as evidence of that wider environmental reach.

The report was candid that the company's net zero and 24/7 carbon-free energy goals are becoming harder to reach. While operational emissions fell, supply chain emissions rose 25 percent year on year, driven by new AI infrastructure and an Asia-Pacific manufacturing base still running on grids short of carbon-free power. Google said its infrastructure buildout is outpacing the rate at which the grid is decarbonising, with interconnection delays, fragmented markets and regulatory bottlenecks slowing the arrival of new clean supply.

"We remain deeply committed to sustainability," Brandt said, while acknowledging the path to the company's climate ambitions would not be linear as it balances bold targets against real-world constraints.

DD

Daniel Dun

Senior Advisor

Daniel is a finance professional with experience across commodities trading, investment banking, and private credit, having worked with firms like Glencore and BTG Pactual across global markets. He has worked on carbon offset products and project finance, with a focus on sustainability and capital markets. He has also supported product management at BlockFi, helping bridge DeFi and traditional finance. Daniel holds a Master’s degree in Economics.

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