E-waste

Power demands reshape future of data centres

As AI and cloud computing demand surges, Siemens is tackling critical energy and sustainability challenges facing the data centre industry. With power densities surpassing 100kW per rack, traditional infrastructure is being pushed beyond its limits.

Siemens highlighted the urgent need for integrated digital solutions to address growing pressures such as delayed grid connections, rising costs, and speed of deployment. Operators are increasingly adopting microgrids and forming utility partnerships to ensure resilience and control over power access.

Siemens views data centres not just as energy consumers but as contributors to the grid, using stored energy to balance supply. The shift is pushing the industry to become more involved in grid stability and renewable integration.

While achieving net zero remains challenging, data centres are adopting on-site renewables, advanced cooling systems, and AI-driven management tools to boost efficiency.

Siemens’ own software, such as the Building X Suite, is helping reduce energy waste and predict maintenance needs, aligning operational effectiveness with sustainability goals.

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Eric Schmidt warns that AI growth is limited by electricity

Former Google chief executive Eric Schmidt has warned that electricity, rather than semiconductors, will limit the future growth of AI.

Speaking on the Moonshots podcast, Schmidt said the push towards artificial superintelligence—AI that exceeds human cognitive ability in almost all domains—will depend on securing sufficient power instead of just developing more advanced chips.

Schmidt noted the US alone may require an extra 92 gigawatts of electricity to support AI growth, equivalent to dozens of nuclear power stations.

Instead of waiting for new plants, companies such as Microsoft are seeking to retrofit closed facilities, including the Three Mile Island plant targeted for relaunch in 2028.

Schmidt highlighted growing environmental pressures, citing Microsoft’s 34% increase in water use within a year, a trend experts link directly to rising AI workloads.

Major AI developers like OpenAI’s Sam Altman also acknowledge energy as a key constraint. Altman has invested in nuclear fusion through Helion, while firms such as Microsoft and AMD are pressing US policymakers to fast-track energy permits.

Environmental groups, including Greenpeace, warn that unchecked AI expansion risks undermining climate goals instead of supporting them.

Schmidt believes superintelligence is inevitable and approaching rapidly, predicting specialised AI tools across all fields within five years. Rather than focusing solely on AI’s capabilities, he stressed the urgent need for planning energy infrastructure today to match tomorrow’s AI demands.

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Trump launches $70 billion AI and energy investment plan

President Donald Trump has announced a $70 billion initiative to strengthen America’s energy and data infrastructure to meet growing AI-driven demand. The plan was revealed at Pittsburgh’s Pennsylvania Energy & Innovation Summit, with over 60 primary energy and tech CEOs in attendance.

The investment will prioritise US states such as Pennsylvania, Texas, and Georgia, where energy grids are increasingly under pressure due to rising data centre usage. Part of the funding will come from federal-private partnerships, alongside potential reforms led by the Department of Energy.

Analysts suggest the plan redirect federal support away from wind and solar energy in favour of nuclear and fossil fuel development. The proposal may also scale back green tax credits introduced under the Inflation Reduction Act, potentially affecting more than 300 gigawatts of renewable capacity.

The package includes a project to transform a disused steel mill in Aliquippa into a large-scale data centre hub, forming part of a broader strategy to establish new AI-energy corridors. Critics argue the plan could prioritise legacy systems over decarbonisation, even as AI pushes infrastructure to its limits.

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WSIS+20: Inclusive ICT policies urged to close global digital divide

At the WSIS+20 High-Level Event in Geneva, Dr Hakikur Rahman and Dr Ranojit Kumar Dutta presented a sobering picture of global digital inequality, revealing that more than 2.6 billion people remain offline. Their session, marking two decades of the World Summit on the Information Society (WSIS), emphasised that affordability, poor infrastructure, and a lack of digital literacy continue to block access, especially for marginalised communities.

The speakers proposed a structured three-pillar framework — inclusion, ethics, and sustainability- to ensure that no one is left behind in the digital age.

The inclusion pillar advocated for universal connectivity through affordable broadband, multilingual content, and skills-building programs, citing India’s Digital India and Kenya’s Community Networks as examples of success. On ethics, they called for policies grounded in human rights, data privacy, and transparent AI governance, pointing to the EU’s AI Act and UNESCO guidelines as benchmarks.

The sustainability pillar highlighted the importance of energy-efficient infrastructure, proper e-waste management, and fair public-private collaboration, showcasing Rwanda’s green ICT strategy and Estonia’s e-residency program.

Dr Dutta presented detailed data from Bangladesh, showing stark urban-rural and gender-based gaps in internet access and digital literacy. While urban broadband penetration has soared, rural and female participation lags behind.

Encouraging trends, such as rising female enrollment in ICT education and the doubling of ICT sector employment since 2022, were tempered by low data protection awareness and a dire e-waste recycling rate of only 3%.

The session concluded with a call for coordinated global and regional action, embedding ethics and inclusion in every digital policy. The speakers urged stakeholders to bridge divides in connectivity, opportunity, access, and environmental responsibility, ensuring digital progress uplifts all communities.

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Reliance set for $50 billion growth with AI and green energy

According to analysts at Morgan Stanley, Reliance Industries is set to grow its market value by $50 billion through large-scale investments in AI infrastructure and new energy. The conglomerate, led by Mukesh Ambani, is retooling its energy and digital units as part of a long-term transformation strategy.

Central to this growth is constructing a generative AI data centre in Jamnagar, India, which will feature 1GW of capacity powered by 1.3GW of green energy. Reliance plans to source this power from its rapidly scaling renewable ecosystem, including solar and green hydrogen.

The firm aims to integrate 10GW of solar capacity by 2026 and has launched lithium battery and green hydrogen projects on a 2,000-acre site in Gujarat. Nvidia’s Blackwell chips will power the upcoming data centres, signalling Reliance’s ambition to make India a hub for next-gen digital infrastructure.

Morgan Stanley estimates up to $60 billion in value creation from the clean energy vertical alone, as Reliance uses electricity to drive data centres, refineries, and chemical facilities. The strategy reflects a broader vision to replace traditional operations with AI-driven, sustainable systems at a global scale.

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Apple tries makes climate progress with greener supply chain

Apple has made progress in reducing its environmental impact, according to the company’s own latest environmental progress report.

Its total greenhouse gas emissions dropped by 800,000 metric tons in 2024, marking a 5 percent reduction from the previous year.

Over the last decade, Apple has cut its global emissions by more than 60 percent, an achievement as emissions from other tech firms continue to rise due to the growing demands of AI.

The reduction stems from efforts to use renewable energy, increase recycling, and work with suppliers to cut emissions. Apple reported that its suppliers collectively avoided nearly 24 million metric tons of greenhouse gas emissions last year through cleaner energy and improved efficiency.

The company is also tackling highly potent fluorinated gases used in making semiconductors and displays, with all direct display suppliers and 26 semiconductor partners committing to reducing such emissions by at least 90 percent.

Recycled materials played a larger role in Apple’s products in 2024, making up nearly a quarter of all materials used. Notably, 80 percent of the rare earth elements and most of the tungsten, cobalt, and aluminium used came from recycled sources.

Despite these efforts, Apple still generated 15.3 million metric tons of CO₂ last year, though it aims to reduce emissions by 75 percent from 2015 levels by 2030 and eliminate 90 percent by 2050 to meet international climate goals.

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Viral AI image trends drive up water consumption

Behind ChatGPT’s digital charm lies an increasingly concerning environmental toll, largely driven by its water consumption.

According to recent reports, OpenAI’s GPT-4 model consumes around 500 millilitres of clean, drinkable water for every 100-word response. The surge in demand, fuelled by viral trends like Studio Ghibli-style portraits and Barbie-themed avatars, has significantly amplified this impact.

Each AI interaction, especially those involving image generation, generates heat, necessitating cooling systems that rely heavily on water.

With an estimated 57 million users daily, ChatGPT’s operations result in a staggering daily water usage of over 14,800 crore litres. OpenAI’s CEO, Sam Altman, recently acknowledged server strain, urging users to reduce non-essential use.

The environmental costs extend beyond water. Many data centres supporting AI platforms are located in water-stressed regions and rely on fossil fuels, raising serious concerns about sustainability.

Experts warn that while AI promises convenience, its rapid expansion risks putting additional pressure on fragile ecosystems unless mindful practices are adopted.

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AI and crypto stocks drop after Microsoft move

Microsoft has scrapped plans for over 2GW of data centre leases in the US and Europe, signalling a strategic shift in its AI infrastructure support.

The move appears linked to scaled-back OpenAI workloads and concerns over market oversupply.

The decision has sent shockwaves through US tech markets, with shares of AI players like Nvidia and Dell taking hits. Bitcoin mining stocks also slumped by up to 12%, as hopes for sustained AI-driven demand dimmed.

While Microsoft steps back, Google and Meta are ramping up their own capacity, trying to fill the gap.

Analysts warn that crypto miners, already facing profitability pressure, may need to rethink their business models in light of this new reality.

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Japan builds battery that reuses uranium waste

Japan’s national nuclear research agency has unveiled what it claims is the world’s first uranium-based rechargeable battery — a breakthrough that could open up new uses for vast stockpiles of depleted uranium. The battery, developed by the Japan Atomic Energy Agency, successfully demonstrated charging and discharging capabilities using uranium as the core material to generate electricity.

The prototype, about the size of a small cup, uses a uranium-based electrolyte on the negative side and iron on the positive. With a 1.3V voltage comparable to that of a standard alkaline battery, the device maintained its performance over ten charge cycles, suggesting it is relatively stable in its current form.

That innovation could give a new purpose to the approximately 16,000 tons of depleted uranium stored in Japan and the estimated 1.6 million tons worldwide, which are currently unusable in regular nuclear reactors. Researchers also believe the battery could help store surplus electricity from renewable energy sources.

While promising, the uranium battery’s practical use will likely remain restricted to radiation-controlled zones like nuclear facility sites. The agency plans to work on scaling up the technology by developing a redox flow version starting in fiscal 2025.

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Major companies back global nuclear energy expansion

Several major companies, including Amazon and Google, have pledged to support the goal of tripling the world’s nuclear energy capacity by 2050.

However, this commitment was made during the CERAWeek conference in Houston, with other signatories such as shale company Occidental and Japanese firm IHI Corp. The World Nuclear Association (WNA) facilitated the pledge and expects more industries, including maritime and aviation, to join in the coming months.

Nuclear energy currently accounts for 9% of the world’s electricity, produced by 439 power reactors. As large tech companies like Amazon and Google pursue nuclear projects, including small modular reactors, the demand for uranium, essential for nuclear technology, has surged.

However, uranium supply remains constrained, mainly coming from Kazakhstan, Canada, and Australia.

With high demand, uranium prices reached a 16-year peak last year, driven by supply disruptions during the COVID-19 lockdowns.

Despite this, global nuclear power generation continues to be concentrated in just a few countries, with 411 reactors in operation as of early 2025, providing a combined 371 gigawatts of capacity.

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