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微软承诺将持续采购足量可再生能源,以满足全部电力需求
Xin Lang Cai Jing· 2026-02-18 17:05
Core Insights - Microsoft has committed to maintaining its goal of 100% renewable energy usage after achieving this milestone last year, driven by the increasing capital expenditures in data centers due to the AI boom [1][4] - The company has signed contracts for 40 gigawatts of new renewable energy supply, fulfilling its 2025 target primarily through power purchase agreements [1][4] - Of the 40 gigawatts, 19 gigawatts have already been integrated into the grid, with the remaining portion expected to be operational over the next five years across 26 countries [1][4] - Microsoft aims to achieve carbon negativity by 2030, with zero-carbon power playing a crucial role in supporting its 100% energy matching goal [1][4] Investment Plans - Microsoft announced a $50 billion investment plan to expand AI in global south countries, with most of the funds allocated for building cloud computing and AI data centers [5] - The Irish government has lifted a de facto ban on data center grid access, allowing Microsoft to address the "huge" backlog of tech demand in the country [6] - New regulations in Ireland will require that at least 80% of the annual electricity demand for new data centers comes from newly added renewable energy, facilitating the advancement of previously shelved data center projects in Dublin [6] Energy Consumption Context - In 2024, data center electricity consumption accounted for 22% of Ireland's total electricity usage [3][7]