Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

The Insiders Survey

Data Centers Won’t Significantly Slow Decarbonization, Insiders Say

Plus, which is the best hyperscaler on climate — and which is the worst?

•
A data center and renewable energy.
Heatmap Illustration/Getty Images

The biggest story in energy right now is data centers.

After decades of slow load growth, forecasters are almost competing with each other to predict the most eye-popping figure for how much new electricity demand data centers will add to the grid. And with the existing electricity system with its backbone of natural gas, more data centers could mean higher emissions.

Hyperscalers with sustainability goals are already reporting higher emissions, and technology companies are telling investors that they plan to invest hundreds of billions, if not trillions of dollars, into new data centers, increasingly at gigawatt scale.

And yet when we asked our Heatmap survey participants “Do you think AI and data centers’ energy needs are significantly slowing down decarbonization?” only about 34% said they would, compared to 66% who said they wouldn’t.

There were some intriguing differences between different types of respondents. Among our “innovator” respondents — venture capitalists, founders, and executives working at climate tech startups — the overwhelming majority said that AI and data centers are not slowing down decarbonization. “I think it’s the inverse — I think we want to launch the next generation of technologies when there’s demand growth and opportunity to sell into a slightly higher priced, non-commoditized market,” Joe Goodman co-founder and managing partner at VoLo Earth Ventures, told us.

Not everyone in Silicon Valley is so optimistic, however. “I think in a different political environment, it may have been a true accelerant,” one VC told us. “But in this political environment, it’s a true albatross because it’s creating so many more emissions. It’s creating so much stress on the grid. We’re not deploying the kinds of solutions that would be effective."

Scientists were least in agreement on the question. While only 47% of scientists thought the growth of data centers would significantly slow down decarbonization, most of the pessimistic camp was in the social sciences. In total, over 62% of the physical scientists we surveyed thought data centers weren’t slowing down decarbonization, compared to a third of social scientists.

Michael Greenstone, a University of Chicago economist, told us he didn’t see data centers and artificial intelligence as any different from any other use of energy. “I also think air conditioning and lighting, computing, and 57,000 other uses of electricity are slowing down decarbonization,” he said. The real answer is the world is not trying to minimize climate change.”

Mijin Cha, an assistant professor of environment studies at the University of California Santa Cruz, was even more gloomy, telling us, “Not only do I think it’s slowing down decarbonization, I think it is permanently extending the life of fossil fuels, especially as it is now unmitigated growth.”

Some took issue with the premise of the question, expressing skepticism of the entire AI industry. “I’m actually of the opinion that most of the AI and data center plans are a massive bubble,” a scientist told us. “And so, are there plans that would be disruptive to emissions? Yes. Are they actually doing anything to emissions yet? Not obvious.”

We also asked respondents to name the “best” and “worst” hyperscalers, large technology companies pursuing the data center buildout. Many of these companies have some kind of renewables or sustainability goal, but there are meaningful differences among them. Google and Microsoft look to match their emissions with non-carbon-power generation in the same geographic area and at the same time. The approach used by Meta and Amazon, on the other hand, is to develop renewable projects that have the biggest “bang for the buck” on global emissions by siting them in areas with high emissions that the renewable generation can be said to displace.

Among our respondents, the 24/7 “time and place” approach is the clear winner.

Google was the “best” pick for 19 respondents, including six who said “Google and Microsoft.” By contrast, Amazon and Meta had just three votes combined.

As for the “worst,” there was no clear consensus, although two respondents from the social sciences picked “everyone besides Microsoft and Google” and “everyone but Google and Microsoft.” Another one told us, “The best is a tie between Microsoft and Google. Everyone else is in the bottom category.”

A third social scientist summed it up even more pungently. “Google is the best, Meta is the worst. Evil corporation” — though with more expletives than that.

The Heatmap Insiders Survey of 55 invited expert respondents was conducted by Heatmap News reporters during November and December 2025. Responses were collected via phone interviews. All participants were given the opportunity to record responses anonymously. Not all respondents answered all questions.

🔒

You’ve reached your free article limit

Subscribe to Heatmap News for unlimited access to daily energy and climate coverage.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Spotlight

A Giant Data Center Offers a Permitting Reform Test Case

What would happen to Project Jupiter if the Bipartisan American Affordability and Jobs Act is passed?

Project Jupiter.
Heatmap Illustration/Project Jupiter, Library of Congress

One of the nation’s largest data centers is struggling under permitting woes. So let’s play a game: would the bipartisan permitting bill in Congress make the path easier, or might the federal legislation be irrelevant to large hyperscalers under development today?

Meet Project Jupiter, a mega project in southern New Mexico in Dona Ana County under development by Oracle and OpenAI, with financial backing from SoftBank and political support from the Trump administration for being a part of Stargate, a major Trump administration public-private initiative boosting AI development. Project Jupiter would be one of the largest data centers in the country if completed and currently is expected to run on a microgrid powered by fuel cells converting gas to electricity, which the developers claim will burn much cleaner than a typical off-grid gas turbine power plant.

Keep reading...Show less
Yellow
Hotspots

The Trump Administration Is Still Messing with Offshore Wind Farms

And more of the week’s top news around project fights.

The United States.
Heatmap Illustration/Getty Images

1. New England (and Maryland) – The Trump administration is still messing with offshore wind farms, even while trying to pass a permitting reform deal. Examining the court filings reveals why they may feel empowered to do it — and I’m not sure how this ends.

  • Last Friday, in a legal case brought by anti-wind activists, the Justice Department submitted a motion in federal court to send the construction and operations plan for Orsted’s Revolution Wind project in New England back to the Interior Department for more analysis. On Wednesday, the DOJ entered a similar motion in another case challenging the construction and operations plan for U.S. Wind’s MarWin project off the coast of Maryland in a lawsuit brought by the state’s coastal community of Ocean City.
  • Trump’s actions led some to question whether the president was sabotaging the deal, and others to claim the media coverage itself was an attempt to kill it. Going further, supporters of the bipartisan bill claimed the DOJ's motions were precisely why the bill should become law, implying it would guard offshore wind farms against this sort of maneuver.
  • However, for the bill’s backers, it’s worth considering why the Trump administration believes it has the legal authority to do this. It’s also time to ask whether the bill would actually protect these wind farms against this tactic.
  • To answer those questions, you have to rewind. On May 1, 2025, the Interior Department withdrew a Biden solicitor’s opinion instructing the agency to “strike a rational balance” between wind power and fishing interests. This revocation document is technically not in effect at the moment; one year later, a federal court ruled the opinion was potentially illegal as a part of a preliminary injunction on five anti-renewables actions requested by solar and wind trade groups. The Trump administration is contesting that ruling, and the administration has filed a notice of appeal.
  • In August, despite that opinion being in doubt, a federal judge granted Trump permission under the Outer Continental Shelf Lands Act to remand the construction and operations plan for the now-defunct Atlantic Shores offshore wind farm in the waters of New Jersey. U.S. District Judge Jia Cobb specifically wrote that Atlantic Shores failed to demonstrate the federal government had limitations under OSCLA on revisiting these plans and that the injunction from the litigation on appeal “did not prohibit all reevaluation of agency action.”
  • In the recent Revolution and MarWin filings, Trump’s Justice Department argues the construction and operations plans should be remanded under OSCLA without being vacated. The DOJ motions include claims that previous decision documents did not adequately explain impacts to commercial fishing and other industries that use OSCLA waters. It’s not clear if the administration will win these motions.
  • The bipartisan permitting bill would bar the Interior Department and other federal agencies from taking “any new action that would revoke, rescind, withdraw, terminate, suspend, amend, or alter a federal authorization or permit in effect on or after September 16, 2026,” or “any other action to interfere with or prevent the construction or operation at full capacity of a project that has secured all necessary federal authorizations and permits.” The restriction exempts cases where “the agency is required to take such action by order of a court.” As I wrote in our lengthy piece explaining the bill, this provision has a damages component that allows companies impacted by violations to pursue financial compensation.
  • Here’s the billion-dollar question I expect we won’t have answered unless the bill language is enacted and then litigated: Would the court order exception apply to rulings that grant these motions? Or would the developers be able to sue for damages?

2. Columbia County, N.Y. – New York’s renewable energy permitting office has rejected an upstate solar farm on farmland as a House Democrat representing the area joined hands with the Trump administration in publicly railing against the project.

Keep reading...Show less
Yellow
Politics

Climate Races to Watch This November

These seven elections could change state energy policy.

Watching voting.
Heatmap Illustration/Getty Images

No matter how well Democrats do in the House and Senate in November, it’s unlikely to mean anything new on climate policy in Washington, D.C., for as long as Donald Trump remains in the White House.

That is not true when it comes to the other elections this year.

Several states are on the verge of a possible Democratic trifecta, meaning unified control of both chambers of the state legislature and the governor’s mansion. It’s a position that could enable such states to either top off existing climate and energy policies passed in the last decade or to make the first real run at climate legislation in recent history.

Keep reading...Show less
Blue