Amazon and Nvidia just took one look at the climate narrative, spat on the ground, and told the world what everyone already knew but was too cowardly to say: we’re going to burn whatever we have to in order to keep AI alive. Translation: when it comes to feeding the endless, gluttonous hunger of AI data centers, the answer is gas, oil, and maybe a little bit of coal if no one’s looking too hard.
(Source: Giphy)
In short, at the Hamm Institution for American Energy in good ole Oklahoma City, OK—executives from Big Tech and Big Oil gathered to whisper sweet nothings into each other’s ears about how they’re going to power the future with the same fossil fuels that were supposed to be dead and buried by now. Kevin Miller, Amazon’s VP of Global Data Centers, didn’t even bother with the usual ESG foreplay. He said point-blank that Amazon’s priority is meeting customer demand for capacity. In other words: if AI needs that big swinging black gold, they’re going to get it. “BuT wHaT AbOUt NeT-zeRo bY 2040?” Yeah, not gonna happen. That’s about as realistic as Jeff Bezos building offshore cloud servers powered entirely by unicorn farts LOL.
What’s more is that Nvidia wasn’t any more subtle. Josh Parker, head of corporate sustainability said Nvidia wants "all options on the table." Translation: if it burns, it turns. If it turns, it earns. Sure, some customers still pretend to care about clean energy, but most don’t give a hoot as long as their AI models don’t crash halfway through generating anime porn.
(Source: CNBC)
And if you thought this was just an all talk no bite kind of initiative here, think again. Even coal (19th-century, Dickensian coal) is back in the conversation. Trump signed an executive order to boost coal production because AI data centers might need it. When asked about coal, the Amazon and Nvidia executives looked like they’d rather eat glass than answer. Anthropic’s Jack Clark tried to clean it up by saying, "You have a broader set of options than just coal." Which is a nice way of saying, "We’re not saying yes, but we’re definitely not saying no."
However, when you factor in the fact that Anthropic estimates we’ll need an extra 50 gigawatts of power by 2027—a.k.a. The same as building 50 new nuclear reactors in three years—Big Tech will take whatever energy source they can get their hands on to meet demand. Especially since the tech industry’s dirty little secret is that it never cared about sustainability in the first place.
(Source: Giphy)
Big shocker, I know… but now with Trump back in office, tariffs flying, and fossil fuel production being treated like a patriotic duty, the mask has slipped. No more fake solar promises. No more awkward LinkedIn posts about "our commitment to a greener tomorrow." Just the raw, feral reality: AI needs power. Fossil fuels have power. And cry me a river if you disagree, energy. In the end, the bill is due and the green revolution is proving to be more of a marketing campaign than an actual solution.
Because now that Amazon and Nvidia are pushing black energy at all costs, breathable air be damned—it’s becoming clear as day that the OG energy source will continue being a tree-hugger's worst nightmare. And honestly, regardless of how many nuclear reactor promises are said, that’ll be the case indefinitely. Which means, do what you will with this information, keep your eyes on the ripple effects of this meeting, and place your bets accordingly. Until next time, friends…
P.S. Oh, I’m sorry, I didn’t know you liked getting rekt. Let’s face it, retail investors get the short end of the stick all day everyday. It’s the smart money’s world, and we are just living in it–only useful when it comes to liquidity purposes in the market. Meaning, if you’re as pissed off as I was when I found out Milli Vanilli was lip syncing the whole time, then it’s time to go from investing blind, to investing smart. Luckily for you, the key is right here as a Stocks.News premium member. Click here to see exactly how our premium members are printing while others quake in the face of today’s market chaos.
Stocks.News holds positions in Amazon as mentioned in the article.
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