Google's carbon emissions surge nearly 50% due to AI energy demand
cnbc.com
cnbc.com
Google's document is at: https://www.gstatic.com/gumdrop/sustainability/google-2024-e... See pdf page 8 / document page 7 for details, as well as the graph on page 32/31.
Of the remainder, I get an average yearly increase of... 5.8% over the time period in question. I mean, that's an effect, but it's certainly not a big one.
Again, looking at the graph of emissions at Google on pg 31, it's clear that the increase is linear after a dip 2019-2020 and the report identifies supply chain issues as a major source of emissions in addition to datacenter electricity costs—again, notably not specifically calling out their AI training/inference costs as a reason for their increase. The report does identify AI as a challenge going forwards, however that's not the same as saying it's exclusively responsible for the last 5 years of emissions.
Attributing the 48% to AI specifically is largely baseless though. From my skim, the Google report does not make any specific claims about the increase in datacenter emission coming from AI. The closest claims are on page 12 where "the rapid advancement of AI has brought necessary increased attention to its energy consumption and resource demands" is juxtaposed with "total data center electricity consumption grew 17%"
In particular the third "key point" seems highly misleading.
> The company attributed the emissions spike to an increase in data center energy consumption and supply chain emissions driven by rapid advancements in and demand for AI.
The word "spike" does not occur in the document and the 48% number is never close to a mention of AI. While the 17% "spike" may have been attributed to AI by Google, I think it is clear the document does not attribute the 48% to AI.
That IMO can easily account for majority of the increase since 2019, and it seems that this is another example of why you have to be suspicious of any average that includes pandemic years in its range. 2020-2022 was a unique period in all kinds of ways.
EDIT: Google's document even acknowledges that, in footnote 103 linked to from page 32. Quoting:
Although 2020 was the most recent emissions inventory available at the time the target was set, 2020 was deemed to not be representative of a typical year, because operations were impacted by the COVID-19 pandemic. The next most recent year with representative data, 2019, was selected as the base year.
Difference between 2019 and 2020: +2.901 TWh
Difference between 2020 and 2021: +3.149 TWh
Difference between 2021 and 2022: +3.489 TWh
Difference between 2022 and 2023: +3.531 TWh
That's a smoking gun, alright. If you compare today to just before the pandemic, you're going to get all kinds of weird results that can mostly be attributed to the world working in emergency mode for 2020-2022.
page 31:
"In 2023, our total GHG emissions were 14.3 million tCO2e [metric tons of carbon dioxide], representing a 13% year-over-year increase and a 48% increase compared to our 2019 target base year. This result was primarily due to increases in data center energy consumption and supply chain emissions. As we further integrate AI into our products, reducing emissions may be challenging due to increasing energy demands from the greater intensity of AI compute, and the emissions associated with the expected increases in our technical infrastructure investment."
"...reducing emissions may be challenging..."
The supposed justification for this level of pollution and water use [see page 42] is debatable. The expected profits are highly speculative.
What seems more clear is that unless things change it is going to to nigh impossible for young people to rise to challenges of climate change while simultaneously being addicted to mobile/Wifi internet access. Disconnecting a kid today from the internet is like separating a junkie from their drugs.
The parallelism is made even more relevant by its hungry use of electricity.
There is a future for AI but it is not what we see companies developing right now. Chat-bots are more dystopian and problematic than useful. AI future (and present) is on analyzing big chunks of data about chemical bounds, traffic-flow, astronomical observations, etc.
But all that really useful AI is not attracting the kind of investment that flashy consumer-oriented chat-bots are getting.
The improvements it can be dreamed of to the bottom line of companies by replacing expensive labour are massive, that's why it got US$ 1tn Capex downed into it as noted in another article from Goldman Sachs shared today on HN.
It doesn't mean it's massively beneficial to societal functions, a bigger case for that would be a clean, and massively cheap energy source (if fusion turned out to be viable and scalable, for example) but we don't see US$ 1tn poured into the pursuit of that because it does not promise improving companies' bottom line in a short time frame.
AI can definitely turn out to be a panacea but more and more grifters are attaching themselves to it, and the companies churning out the most advances of it are not really invested in improving society as a whole, that's the marketing speak used but we in tech have seen those empty promises of utopian changes turning out to be just smoke and mirrors for the surveillance capitalism age to set in.
I came to see the "AI hype" not as reminiscent of crypto-hype, but of dot-com boom. Lots of grifters attached themselves to this new Internet thing. Lots of bullshit products was made. Lots of people lost their shirt through this. That had no bearing on how useful the Internet was, and turned out to be. And so today, we also have a lot of AI-grifters, and this also doesn't mean the underlying tech is bogus.
[1] https://www.urban.org/sites/default/files/publication/31566/... (data is on pages 13, 20, 21 & 23)
We still have a lot of room for improvement, with the masses still forced to subsist on sub-par products (e.g. ultra-processed foods, products that poison them with microplastics, etc) and long work hours just to afford basics (housing, healthcare, childcare, etc), and the only way to get there is continued economic development, which literally amounts to automation of labor-intensive production processes.
Wages strongly track per capita GDP. The natural instinct to be cynical is misguided when it comes to expectations regarding the impact of automation.
Agree. Though, the time periods are not all that comparable and I'm really referring to the last 20 to 40 years.
200 years ago, agriculture was dominant, things indeed have changed a lot since then.
To another extent, I think this is kinda like looking at stock charts of something like AAPL. Yeah - it is up by like a million percent since the 1990s, but if you are an investor in the last year or two, you're not up by that much per se, and with the right timing, possibly down (AAPL is not the best example, but the point is hopefully conveyed).
Mass automation with computers, did not start until the last 50 years. It's potentially of a different nature. I hear you on the skepticism, people thought ATMs were going to put all bank tellers out of a job. In a way it did, but also displaced jobs to new work.
> That's why infant mortality has declined so much.
Wage growth was not the only factor. Vaccines against childhood sicknesses, that previously routinely killed children before they were 3 years old was a huge factor as well. The lack of childhood deaths is largely attributed to longer life expectancy - it's kind an effect of averaging. 200 years ago, if you lived to be 25, you had a good chance to live into your 40s and 50s and later. With that said, better overall incomes, better sanitation, better knowledge of things like infections - there's a number of keys factor (wage growth included). I just want to point out that it was not just wage growth.
> We still have a lot of room for improvement, with the masses still forced to subsist on sub-par products (e.g. ultra-processed foods, products that poison them with microplastics, etc)
In a way this was more my point. Craft goods replaced by mass produced goods. It's not all bad for sure, but it is what it is (not all good either).
(Though, market capture and monopolies, IMO the mass produced goods, notably tech products - are arguably getting enshittified at a faster rater than anything that happened in the 1900s. Market forces indicate that these companies don't need to put out better products, they can do shrink-flation, price gauging, generally lower the quality of already cheap stuff simply because they can and profit motive dictates that they should [profit motive IMO is a good thing, but profit motive without competition is not])
> and long work hours just to afford basics (housing, healthcare, childcare, etc), and the only way to get there is continued economic development, which literally amounts to automation of labor-intensive production processes.
This is getting to my point as well. 50 years ago - a high school degree was plenty to have a middle class lifestyle. Since the last 50 years, the stratification of 'lower' and 'higher' has increased. That middle that was the backbone of the US from the mid-1900s is shrinking.
> Wages strongly track per capita GDP. The natural instinct to be cynical is misguided when it comes to expectations regarding the impact of automation.
Some automation is good, some is not. The new automated AI summary of Google I abhor. It's wrong so often, and absolutely no better than the existing site summaries they had previously. We can think of a lot of really not fun software to use. Things like JIRA replacing a good old whiteboard. Sometimes the automated tool is awful - but sometimes it's great and saves a gob of time too.
My fundamental point though is that the automation of the last 50 years, really of the last 30, is of a very different character from the last 200 - in a way that puts a lot more pressure on 'middle' jobs. It is yet to be seen how that will play out. Income inequality of today is essentially unparalleled in history. Monopolies have not been broken up in a very long time (AT&T is probably the last big breakup, but that has re-formed), regulation to avoid capture of markets is essentially non-existent. I do believe in free markets, but at the same time I believe that over time 'winners' can arise - and that destroys those free markets. I don't know of any similar time in history that matches the last 40 years with respect to these parameters: runaway income inequality, automation eliminating "middle" jobs and stratifying the workforce, unfettered monopolistic powers (eg: tech companies, food companies, meat producers; these are all places where a few companies control 90% of all activity)
While this response was long, I hope it was interesting and furthers the dialog a bit. Thank you for your original response, I appreciate the dialog & exchange of ideas.
You're right, however, much of the death from disease was ultimately due to poverty. This is evident by the fact that many diseases have much higher fatality rates in the developed world than in the developing world, absent any vaccination. Lack of nutrition and access to healthcare makes a significant impact.
Also, the second order effects of more economic development includes amenities like good sanitation, proper insulation and non-polluting heating sources, which also reduces infant mortality.
>I just want to point out that it was not just wage growth.
You're right. I would also add that vaccination programs themselves develop and advance more quickly in a world with more economic output, both in terms of total output and per capita output.
>Craft goods replaced by mass produced goods.
I see your point. I would add that AI can give us much more affordable craft goods.
>(Though, market capture and monopolies, IMO the mass produced goods, notably tech products - are arguably getting enshittified at a faster rater than anything that happened in the 1900s. Market forces indicate that these companies don't need to put out better products, they can do shrink-flation, price gauging, generally lower the quality of already cheap stuff simply because they can and profit motive dictates that they should [profit motive IMO is a good thing, but profit motive without competition is not])
This is a common trope, and at least in automobiles, this one comment on Reddit made me convinced of its inaccuracy:
It may be that in some product categories, people are buying lower quality products on average today, but my guess is that the reason for it is consumers making a conscious choice to buy disposable products, because they perceive the trade-off that they provide as being better than that offered by more expensive, higher quality products.
>This is getting to my point as well. 50 years ago - a high school degree was plenty to have a middle class lifestyle. Since the last 50 years, the stratification of 'lower' and 'higher' has increased.
Globally this is definitely not the case:
https://www.csmonitor.com/World/2016/0207/Progress-in-the-gl...
And in the US, this was mostly not the case either:
https://www.aei.org/carpe-diem/data-reveal-that-the-average-...
In the US, the biggest problem is housing: cities have put in place barriers to building houses, and that has increased the financial burden of rent:
https://www.aeaweb.org/articles?id=10.1257/mac.20170388
Economic analyses suggests that most of the growth in economic inequality in the US since the 1950s comes down solely to housing (see Figure 3):
https://www.brookings.edu/wp-content/uploads/2016/07/2015a_r...
As for computer-based automation, I personally see it as a huge benefit in my life. I even like Google's new AI generated responses.
We disagree on a number of things. AI generated content is not "craft" IMO at all, almost the definition of mass produced. EG: AI artwork, can get a lot of it, but if you want a Mona Lisa - you're going to need a human.
With regards to common trope - you seem to imply that shrinkflation is not a thing? There is a reasonable argument that most of the inflation of the last couple years is simply price gauging, record profits. The common trope that I'm getting at is that unregulated capitalism falls apart because winners emerge. To some extent, this has happened. EG: facebook buying up instagram, conglomerations, actual price cartels (eg: airlines). Many examples. We are in an era of a great squeeze for profits (not just generic economic growth, but instead a phase of growth achieved through squeezing)
> And in the US, this was mostly not the case either:
I am speaking from a US based perspective. I don't think I agree that the data you pointed to shows the same thing. While wage growth can still occur, the acceleration of wage growth has changed and is becoming more stratified. The source I linked to earlier showed that.
> In the US, the biggest problem is housing: cities have put in place barriers to building houses, and that has increased the financial burden of rent
I agree regarding the problem. Though, I would state more specifically the issue is the price of housing relative to wages. That speaks to the trend of people moving away from cities due to pricing, gentrification.;
Though, let's not also forget the median family income is still below $50k, and child poverty in the US effects an astonishing 11 out of 74 million children in the US [1]. Which is to say, I think we often bias from an urban perspective. There is a WHOLE lot of poor people in America. Even in places with affordable housing, people are still not getting by. The significance that 1 in 7 children are living in poverty in the US is hard to overstate.
> As for computer-based automation, I personally see it as a huge benefit in my life. I even like Google's new AI generated responses.
Sure. Though, per the other resources I linked, the trend in the last 30 years is to squeeze out middle jobs. I want to emphasize it is uncharted territory, there is no full historical analog to it. We have yet to see how it plays out.
[1] https://www.childrensdefense.org/tools-and-resources/the-sta...
Also to consider, comparing 70 years ago to today hides that there was a ton of progress from the 1950s to 1970s, but since then the trajectory has changed [2].
[1] https://www.ctpublic.org/education/2019-05-15/georgetown-stu...
[2] https://en.wikipedia.org/wiki/Socioeconomic_mobility_in_the_...
"The correlation between parents' income and their children's income in the United States is estimated between .4 and .6"
"Several studies have found that inter-generational mobility is lower in the US than in some European countries, in particular the Nordic countries.[4][5] The US ranked 27th in the world in the 2020 Global Social Mobility Index.[6]"
"Social mobility in the US has either remained unchanged or decreased since the 1970s."
https://www.aei.org/carpe-diem/data-reveal-that-the-average-...
Provides significant evidence challenging this idea of a shrinking middle class, in my opinion.
The rate of progress has slowed since 1970, and that has correlated with a slowdown in per capita GDP growth, which goes back to my point that the overriding determinant of quality of life improvement is productivity growth.
As for housing, it comes solely down to the rate of construction of houses being artificially limited by regulations.
There is a woeful shortfall in construction of new housing in North America.
In the US at least, there is a 40-year record number of apartment buildings under construction:
https://pbs.twimg.com/media/F2XssdmXkAAX_0d?format=webp&name...
Even now, adjusted for population, it is still well below the 1970s peak.
Restrictions on housing construction have mounted in the US since the 1960s, especially in the large coastal metropolises with the greatest productivity, as this study details:
https://www.aeaweb.org/articles?id=10.1257/mac.20170388
This, combined with rapid population growth, has created some of the highest rental rates in the world in San Francisco.
This is also relevant to income inequality: rising rent is the primary cause of capital's share of income growing at the expense of labor's, and not any of the other usual suspects (e.g. tax cuts, IP law, technological disruption, regulatory barriers to competition, corporate consolidation, etc) (see Figure 3):
https://www.brookings.edu/wp-content/uploads/2016/07/2015a_r...
What the US and its major cities need to do is straightforward, but hard: speed up permitting, upzone and remove rent control that discourages building rentals.
This strategy is extremely effective, as best exemplified by Chongqing, China, where construction has kept rent to $75 a month:
https://www.nytimes.com/2019/04/11/world/asia/chongqing-chin...
Making processes more energy-efficient is only really a good thing as long as it retains its effectiveness.
What is the connection between those two sentences?
It is a very pseudoscientific believe of mine, I guess.
In closed systems. The Universe doesn't seem to be a closed system.
I hand-wrote perhaps 10 lines of code in this entire project:
https://github.com/williamcotton/guish
I spent most of the weekend playing with my kids in the pool. Three years ago this would have taken more than a week of my time and I wouldn't have done much else.
Do you believe parent thinks LLMs are very useful? They clearly think the real value of AI comes from limited applications of ML to science, simulations, optimizations, etc instead of general-purpose automation and capabilities that LLMs provide.
I'm not sure that's a good thing.
It's like saying that buying a faster computer that compiles quicker means you can spend more time with your family. Theoretically true, but in practice people who are that way inclined can find myriad other ways to use the new technology to eat up time.
Glib? That's not glib. That's just being a jerk. And fueled by what, your personal distaste for LLMs?
People who are that way inclined?
I don't have a personal distate for LLMs — I use ChatGPT weekly and I work for a company that ships LLM-powered functionality that I use daily. But your comment implied that LLMs can today provide a big productivity improvement for developers, and that’s not something I think there’s any concrete evidence for.
I do find the hype immensely distateful, especially in response to an article pointing to the environmental downsides of that excitement.
I wrote it so I didn't have to keep writing things like this into the line editor:
pg -d test_database -c 'SELECT * from test_table;' | tsvtocsv | ggplot 'ggplot(df, aes(as.Date(date), value)) +
geom_col(fill = "red") +
labs(x = "date") +
theme_minimal()' | pngtohtml
Instead, I could just type in the app: pg | tsvtocsv | ggplot | pngtohtml
And then fill in the blanks with an instance of the Monaco code editor, looking like:https://github.com/williamcotton/guish/assets/13163/a5214e93...
It's a small program but it's not a trivial task to get the UX working in a productive manner. I took plenty of the same wrong turns that I would have if I was writing it by hand but was able to iterate much more quickly.
It's more exploratory in nature, seeing how text input and GUI input can complement each other in a novel manner. Sure, I could do this by embedding a SQL query in an R script or something but there's just something that rubs me the wrong way about embedding one language in another instead of having them work side by side.
It's not "just explaining how simple bash commands work".
So thank you for calling me a shitty parent and devaluing my work. You seem awesome.
Either way I was wrong — this project does look like a cool idea, and I’m sorry for dismissing it entirely.
Could you open an issue?
There wasn't demand for computers either. Or, the industrial revolution.
AI is a competitive advantage for those that can leverage it.
- "Google search is drowned by SEO, I can't find anything anymore"
- "Wow all these ads suck"
- "Ugh my social media is full of hucksters and bots"
- "My job applications all go into a black hole"
- "LoL gmail can't even find emails I know are there"
- "Ffs stop autocorrecting to duck"
- "Oh wow we can't even say 'vagina' anymore because The Algorithm"
- "Support doesn't even read my message, why do I bother"
- "I can't keep up with all my inboxes"
- "This meeting should've been an email"
- "The press release makes no sense, can someone translate corporatespeak?"
- "Ecomm sites are awful why can't I just find what I'm looking for?"
etc.We already use AI for all sorts of things. This will only accelerate. Half the things that used to be AI aren't even called AI anymore. That's because "AI" is a marketing label. When a technology becomes mundane, it ceases to be called AI and we find something new.
> "Google search is drowned by SEO, I can't find anything anymore"
It's now powered by AI. [0]
> "Wow all these ads suck"
Well, they're powered by AI. [1]
> "Ugh my social media is full of hucksters and bots"
Yeah, mostly because the social media feed is all low-effort stuff generated with AI. [2]
> "My job applications all go into a black hole"
Likely because of an AI screening tool. [3]
[0] https://blog.google/products/search/how-ai-powers-great-sear...
[1] https://ads.google.com/intl/en_us/home/campaigns/ai-powered-...
[2] https://www.fastcompany.com/91113437/ai-making-meta-apps-bas...
[3] https://compensationxl.com/companies-are-using-ai-in-their-h...
"Disturbing"?
Hours of work compressed into a minute or two at most.
I think “AI” will eventually have more consumer facing uses, but the current crop is incapable of telling truth from fiction which severely limits the appeal to Google’s main user base. OpenAI is riding on hope and it feels like Google is chasing after that application to avoid looking like they are behind, but it’s not clear that actual customer demand is looking for Google to offer such half baked technology.
- https://www.laphamsquarterly.org/revolutions/miscellany/paul...
The same cannot be said of the present AI boondoggles.
https://finance.yahoo.com/news/chatgpt-on-track-to-surpass-1...
Consumers are definitely demanding something like ChatGPT. Other companies are trying to ride the wave, and their attempts often feel forced as they’re trying to inject LLMs where they don’t really belong.
Lets see what it's DAUs are on a long term basis.
> There's just not much appeal to something as unreliable as AI.
Even your trivial example I would question regarding the unreliability.
AI is probably only best for qualitative things, like touching up photos, identifying data patterns for humans to then investigate. Places where 1% inaccuracy leads to bad tasting rack of ribs, or outright incorrect answers - the fact LLMs are able to produce reasonable sounding answers is amazing - but not necessarily useful.
The key driver for the CO2 growth is "scope 2" emissions, mainly electricity demand from data centers. See pages 34-38 in the PDF for the definition of scope 2 emissions and overall progress on running data centers with carbon free energy. They're currently at 63% CFE, the same as in 2022, but absolute growth in electricity consumption also meant absolute growth in emissions from the other 37%.
Why aren't there hit pieces like this on the US intelligence massive Utah Data Center? (for example)
It seems clear that the article is not about arbitrary data center usage, it's about a large increase in data center usage at Google, attributable to AI.
The initial premise of the thread was "Why isn't this about (arbitrary data center other than Google)?"
Isn't that easily answered by: because it's about the delta, and the context of AI, where Google is perceived behind, and Satya famously pointed out the energy demands x their margins puts them in a strategic situation with only bad choices?
Witb that context, do you believe this is attributable to someone picking what to write articles about, based on how much they'll be able to influence them to change their behavior?
A couple year ramp in phrasing like "hit piece" used to describe mundane news.
Put another way: I see a ramp in use of hit piece for writing, where not writing, given you have the info, would be described as a cover up.
When buying some wind energy was easy and wasn't really a trade-off they were quick to use big phrases like being "committed to the planet" and such. Commitments seem to be rather "flexible" with these companies.
Also Microsoft: Here, take this "carbon aware" Windows Update.
1: If you want to get angry, look into what an utter farce plastic recycling is.
2: Not that reusable bags are a bad thing in the slightest, I just don't like being condescended to for using a free resource provided at point of sale by a multi-national conglomerate that's burning the world and then turning around to chide me for having a slightly older car than I otherwise could.
And the optimization work they did is even more significant and useful?
https://time.com/5814276/google-data-centers-water/
https://www.datacenterdynamics.com/en/analysis/data-center-w...
https://www.jstor.org/stable/24907379
https://www.nature.com/articles/d41586-024-00478-x
If the machines from the Matrix needed to use some mammals as batteries, why not just use cows instead of humans? They'd be much more complacent with living in the Matrix, grazing on virtual fields, and less likely to wise up and try to escape and rebel against the machines since they're not very intelligent and the machines would need a lot less processing power to simulate a realistic cow world than the world in 1999 for humans.
To wit, if someone has access to a lot of GPU compute, could you please use gen-AI to re-make the Matrix but with the characters as cows, I'd pay to watch it. Would definitely beat Matrix Resurrections or whatever that cash grab turd was called.
Of course that means anyone unplugged from the Matrix would immediately become an S-tier genius. And how the hell do you write that?
- "Ask HN: How to reuse waste heat and water from AI datacenters?" (2024) https://news.ycombinator.com/item?id=40820952
- "Ask HN: Can CPUs etc. be made from just graphene and/or other carbon forms?" (2024) https://news.ycombinator.com/item?id=40719725
(Edit)
- "Desalination system could produce freshwater that is cheaper than tap water" (2023) : "Extreme salt-resisting multistage solar distilation with thermohaline convection" (2023) https://news.ycombinator.com/item?id=39999225 ... "AI Is Accelerating the Loss of Our Scarcest Natural Resource: Water" https://news.ycombinator.com/item?id=40783690
- "Ask HN: Does mounting servers parallel with the temperature gradient trap heat?" (2020) https://news.ycombinator.com/item?id=23033210 :
> Would mounting servers sideways (vertically) allow heat to transfer out of the rack? https://news.ycombinator.com/item?id=39555606