Google commits billions to solar, wind and nuclear projects as 36% of data center timelines slip
Researchers tracking 190 GW of planned data centers report 36% of projects slipped timelines in 2025, with only 5 GW under construction and 6 GW coming online last year. Google has committed billions to solar, wind and nuclear projects and invested in Form Energy’s 100-hour battery as AI power demand may rise 175% by 2030.
1. Data Center Project Delays and Power Constraints
Researchers tracking 190 GW of planned data center capacity found only 5 GW currently under construction and 6 GW came online last year, while 36% of projects experienced timeline slips in 2025. Limited access to reliable power is the primary factor delaying up to half of all announced data center developments.
2. Surge in AI-Driven Power Demand
AI workloads are expected to drive data center power consumption up 175% by 2030, straining an already tight grid and pushing electricity prices higher. Major tech firms are exploring on-site generation and hybrid power models to reduce reliance on the public grid and secure stable energy supplies.
3. Google's Renewable Energy Investments
Google has allocated billions toward solar, wind and advanced nuclear generation projects and made a direct investment in Form Energy’s 100-hour battery technology. The company is partnering with utilities to accelerate adoption of alternative power solutions for its expanding data center network.