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2026-04-07 13:11:58
[Shareholders Pressure Amazon, Microsoft, and Google to Disclose Data on Data Center Environmental Impact and Water Consumption] (1) Amazon, Microsoft, and Google recently abandoned multi-billion dollar data center projects due to community opposition. Now, more than a dozen investors are pressuring these companies ahead of their annual shareholder meetings to disclose more data on water use and water conservation measures. (2) Trillium Asset Management has submitted a resolution to Alphabet, demanding that it clarify how it will achieve its 2030 emissions reduction targets amid surging data center energy demand (Alphabet's emissions have increased by 51%). Green Century Capital Management is discussing submitting a similar resolution with Nvidia. Shareholders want more water consumption data: North American data centers will consume nearly 1 trillion liters of water in 2025, equivalent to the annual demand of New York City. (3) Companies have different disclosure standards: Meta does not include leased sites, Google does not include third-party operated sites, Microsoft does not break down by site, and Amazon only provides water consumption per unit of electricity rather than total water consumption. Investors emphasize that site-level data is crucial for assessing operational risks. The Data Center Alliance stated that improving community engagement has become a top priority.
