HELSINKI, March 7 (Reuters) - Microsoft ( MSFT ) is
shifting its data centre strategy to be driven by power
availability rather than user demand or creating supply, and
sees the Nordic region as a prime location for emission-free
capacity to sustain artificial intelligence, its director in
charge of AI Infrastructure said on Friday.
Microsoft ( MSFT ), which operates some 300 data centres globally and
is investing about $80 billion more in them by the end of June,
has a goal to become carbon negative by 2030, meaning it needs
to find emission-free renewable power to be able to sustain the
AI-driven expansion of its cloud-based data storage and usage.
Alistair Speirs, Microsoft's ( MSFT ) senior director for Datacentre
& AI Infrastructure, said the global expansion in the use of
artificial intelligence was creating new workloads that are not
tied to a specific location by legislation, allowing Microsoft ( MSFT )
to build data centres where abundant emission-free power is
available, such as the Nordic region.
"There'll be locations across the world but efficient energy
infrastructure is going to be the deciding factor for a lot of
these areas," he told Reuters on a visit to Finland.
Microsoft ( MSFT ) is currently developing a dozen new data centres
on three sites in Finland and has partnered with local district
heating producers, such as utility Fortum, that will
redistribute the waste heat from the data centres to heat homes.
"As we look at the Nordic region, Finland in particular, it
has huge advantages to grow this sort of infrastructure," Speirs
said, referring to the region's cold climate that helps cool
data centres, reliable power grids and abundant availability of
carbon-neutral power among other factors.
Microsoft's ( MSFT ) strategy for its data centre expansion was
initially driven by where demand was, then shifted to creating
supply where it anticipated more demand, before taking on what
the company now calls its "power first" approach, in which
affordable and emission-free power supply is a decisive factor
driving investment, he said.
Fortum, which will collect waste heat on two new Microsoft ( MSFT )
data centre sites in the Helsinki region, said the collaboration
would allow it to cut emissions further towards its goal of
reaching carbon neutrality in its district heating - or heat
supplied and distributed from a central source - business in
Finland by 2029.