2.5 GW of Gas, 0 Change in the Climate Narrative: The Hyperscaler Disclosure Gap
Microsoft and Meta are securing behind‑meter natural‑gas power plants to meet AI data‑center demand, including a 2.5 GW West Texas project costing about $7 billion and multiple Ohio approvals totalling over 1 GW. Under GHG Protocol rules the emissions from these dedicated plants are recorded as Scope 2 or Scope 1 depending on ownership, allowing companies to keep a low‑carbon public narrative. The rapid build‑out outpaces federal data collection, exposing a structural disclosure gap rather than outright accounting fraud. This gap lets hyperscalers portray clean energy commitments while relying on fossil‑fuel generation.
I Audited 6 Hydrogen Vendor Claims. Three Are False, One Exceeds the Laws of Thermodynamics.
A recent audit of six hydrogen vendor claims revealed three outright false statements, one that only holds in specific U.S. geographies, one conditionally achievable, and a 95% efficiency claim that violates thermodynamic limits. The analysis contextualizes these exaggerations against a...
Seven Tech Giants Signed a Pledge to Protect You From Higher Electric Bills. It Will Do the Opposite.
On March 4, 2026 seven leading tech firms—including Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI—signed the White House Ratepayer Protection Pledge, promising their data centers won’t raise household electricity costs. The pledge relies on behind‑the‑meter (BTM) self‑generation, allowing companies...
The $210 Million Carbon Arbitrage: Why Every Serious AI Data Center Is Being Built in Texas
VoltaGrid has installed 210 Jenbacher J624 reciprocating engines in Shackelford County, Texas, delivering 700 MW of natural‑gas power for OpenAI and Oracle’s Project Frontier, a behind‑the‑meter micro‑grid that avoids ERCOT’s grid. Because Texas regulators approve the air permit through emissions registration...