Tangelic Talks – Season 04 | Episode 10
The AI Nobody's Talking About: How Big Tech Is Supercharging Fossil Fuel Production w/ Holly Alpine
16 minutes to read
Everyone is talking about AI’s energy problem. Almost nobody is talking about AI’s emissions problem — the one that doesn’t show up in any corporate sustainability report, doesn’t get counted in any climate target, and dwarfs the data center debate by orders of magnitude.
In Season 4, Episode 10 of Tangelic Talks, hosts Victoria Cornelio and Andres Tamez sit down with Holly Alpine, co-founder of the Enable Emissions campaign — an initiative exposing how advanced technologies and AI are actively accelerating fossil fuel production at a scale that makes the data center conversation look like a rounding error. Holly spent over a decade at Microsoft, building a 10,000-plus member employee sustainability network and founding the Data Center Community Environmental Sustainability Program. What she found inside the tent ultimately led her to leave — and to speak up about what the industry doesn’t want you to see.
From Microsoft Insider to Whistleblower: Holly’s Story
Holly loved her job at Microsoft. She had great colleagues, meaningful work, and a front-row seat to one of the most prominent corporate sustainability programs in the world. She was investing in sustainability projects in the communities where Microsoft hosts its data centers globally and mobilising thousands of employees around shared climate values.
Then she started noticing the contracts.
“The contracts and partnerships that Microsoft was having with oil and gas companies to help those companies find and produce and refine and transport — basically every step of the value chain — more oil and gas, more quickly and more cheaply.”
That reality sat in direct contradiction with everything Microsoft publicly stood for as a sustainability leader — and everything her colleagues believed they were working toward. So Holly didn’t quit immediately. She spent four to five years working inside a coalition of employees, meeting directly with senior leadership, trying to build internal guardrails. They seemed to be making headway. Leadership agreed with them. Commitments were made.
Then nothing changed.
“Internal pressure alone was not going to be enough. We needed some sort of external force.”
In early 2024, Holly and her partner — both former Microsoft employees, both aligned on the mission — quit their jobs and founded the Enable Emissions campaign. No salary. No grant funding for two years. A cause that, as Holly describes it, falls right through the cracks between climate funding and tech funding. And a clarity she hadn’t felt in years.
“I don’t have any cognitive dissonance. I don’t go to work every day feeling conflicted. I’m doing exactly what I think needs to be done.”
What Are Enabled Emissions — and Why Doesn’t Anyone Know About Them?
The term is the campaign’s central provocation. Enabled emissions are greenhouse gas emissions that would not exist without advanced technology — specifically, emissions unlocked by AI and digital tools that make previously unviable fossil fuel projects commercially feasible.
This is distinct from, and far larger than, the energy consumed by data centers to run AI models. Holly is careful to separate these two issues.
Data centers consume enormous amounts of electricity and water. That is a real and growing problem. But it is also the only AI-climate story that gets told — and Holly believes the fossil fuel and tech industries are quietly delighted by that narrow framing.
“I actually think that the tech and the fossil fuel companies are loving that everyone is focused on data centers — because they’re just getting away with it.”
The enabled emissions story is different. AI can now process hundreds of terabytes of seismic and well data to generate high-resolution underground images, allowing companies to pinpoint commercially recoverable oil and gas deposits with up to 90% improved accuracy. It eliminates unproductive drilling. It reduces drill counts by roughly a third. It cuts extraction costs by around 10%. It makes offshore deepwater projects viable that were previously too expensive or technically complex to pursue. It is bringing back shale fracking operations that were being phased out.
“These are emissions that would not happen if not for this technology. We have very clear quotes from energy executives saying there were projects too expensive or too complicated to develop — and now with AI, we are able to move forward.”
In 2019, Microsoft and ExxonMobil issued a press release quantifying the impact: Microsoft’s technology enabled 50,000 additional barrels of oil per day in the Permian Basin that would otherwise not have been produced. That was 2019. The technology has advanced enormously since then. And those press releases stopped appearing in 2020 — right when Microsoft published its landmark sustainability commitments.
The Equation Nobody Is Completing
Holly uses a basketball analogy that cuts straight to the problem. Climate and tech professionals celebrate when AI is used for sustainability — better grid management, faster renewable energy forecasting, improved climate modelling. Those applications are real and valuable.
But they represent ten points on the scoreboard. The fossil fuel applications represent a billion.
“You have to look at how many points the other team has. The sustainability side has 10 points. The fossil fuel side has a billion. They’re winning. We’re just not including that in the conversation.”
The false equation she sees repeated daily — even among sustainability professionals — is comparing AI’s climate benefits against AI’s data center energy use, and declaring that roughly a wash worth optimising. What that equation omits entirely is what AI is being deployed to do in the fossil fuel sector. Add that in, and the net calculation isn’t close.
She offers three analogies her campaign uses to make the enabled emissions concept land:
The iceberg: Data centers are the visible tip. The enabled emissions from fossil fuel applications are the mass underneath.
The lighter: We’re worried about emissions from a lighter — even if it runs on clean energy. But if that lighter is being used to start a forest fire, we also need to care about the forest fire.
The robot: Even a robot built with green steel, powered by clean energy, and manufactured with a spotless supply chain is a problem if it has machine guns.
The ESG Blind Spot Enabling All of This
One of the most damning structural arguments Holly makes is about how tech companies are evaluated for their environmental performance.
Microsoft has been named the number one ESG company in the world. That designation is based entirely on the company’s internal operations — its office buildings, its supply chain, its own energy procurement. It has nothing to do with what Microsoft’s technology is used to produce.
“We would never call Lockheed Martin a company of peace because we only look at their HR practices. We’d look at what they’re producing: weapons. Yet we call tech companies companies of sustainability while only looking at their internal practices — not the technology they produce for fossil fuel companies.”
This framing — technology companies as infrastructure providers whose outputs are somebody else’s problem — is what allows Microsoft to publish an impact summary discussing AI and energy exclusively in terms of sustainability applications, while the far larger fossil fuel contracts go unmentioned. Holly’s campaign considers this actively misleading to shareholders, employees, and the public.
The accountability gap is compounded by the limits of existing disclosure frameworks. Scope 1 and 2 emissions are the company’s own. Scope 3 covers the supply chain. What Holly calls Scope 4 — the downstream emissions enabled by what a company produces — has no agreed methodology, no reporting standard, and no requirement. Her campaign isn’t asking for a full Scope 4 quantification; it’s asking for a principled approach: follow an agreed standard for what net zero actually means for the fossil fuel companies you partner with.
Microsoft’s own energy principles, introduced partly in response to internal pressure, require partners to have a net zero target. The loophole: that net zero target covers office buildings, not the fuels themselves. A fossil fuel company can power its headquarters with solar and qualify.
What Real Guardrails Would Look Like
Holly is explicit that the Enable Emissions campaign is not calling for a ban on AI or an immediate halt to all fossil fuel production. Her ask is more targeted and, she argues, more achievable: reasonable guardrails, transparency, and congruence between what these companies say and what they do.
Microsoft already has responsible AI principles designed to evaluate and mitigate human harms from its technology. They work. They just don’t include environment. The campaign’s core demand is to extend that existing framework — the same due diligence Microsoft applies to human harm risks — to environmental harm risks.
“Microsoft has some of the smartest people you could find. If they say they don’t have the capacity to even do a thought experiment on this, what’s left for the rest of us?”
On the policy front, the EU’s AI Act, which flags certain AI applications as high risk and subjects them to additional scrutiny, offers a legislative template. The Science-Based Targets Initiative’s open comment period for reporting standards is another lever. Strategic litigation and ESG reclassification — redefining what counts as a company’s environmental impact to include outputs, not just operations — round out the campaign’s approach.
None of these are fast. But they are the architecture of accountability.
Takeaways from this Episode
🤖 AI is actively expanding fossil fuel production today — not as a future risk, but as a current commercial reality with quantified outputs that companies have publicly celebrated.
🧊 Data centers are the tip of the iceberg. The energy used to run AI models is a real issue. The emissions enabled by what those models are built to do is the larger, almost entirely unaddressed one.
📊 ESG ratings for tech companies are structurally broken. Rating a technology company’s environmental impact without accounting for what its technology produces is the equivalent of rating a weapons manufacturer on its recycling policy.
🔒 Responsible AI principles already exist — they just exclude environment. Microsoft and other tech giants have frameworks for evaluating human harm risks from their technology. Extending those frameworks to environmental harm is a specific, achievable ask.
🗣️ The people inside these companies are not the enemy. Thousands of employees at Microsoft and across big tech are doing genuinely good sustainability work. That work is being negated many times over by a small number of decisions made at the top.
Final Thoughts
Holly Alpine walked away from a career, a salary, and an industry network to ask a question that should not require courage to ask: if your technology is being used to accelerate the extraction of fossil fuels at scale, does that count?
The answer, right now, is no. Not in ESG ratings. Not in sustainability reports. Not in responsible AI frameworks. Not in climate targets. The enabled emissions from big tech’s fossil fuel contracts exist in a disclosure void — invisible by design, profitable by intent.
What Holly is building with the Enable Emissions campaign is the infrastructure to make that invisible visible. The research to put numbers to it. The policy arguments to make it reportable. The coalition to make it unavoidable.
She isn’t asking Microsoft to stop being a technology company. She’s asking it to be the sustainability leader it already claims to be — consistently, completely, and without the convenient blind spot that happens to be worth billions of dollars per year.
“All of this hard work and passionate people doing amazing things for sustainability across the world — all that work is being undermined and completely negated. That just pisses me off. Because it’s so not fair.”
It should piss all of us off.
Q&A with Patrick Galey
It’s not a monolith. They’re not an evil company as an entity. They have amazing sustainability programs and amazing team members. The problem is that these companies are a group of individuals, but a few people at the top are making decisions that undermine the hard work of thousands of others. It’s not about the entity being 'evil'; it's about the concentration of power.
One of the most frustrating things for me is that all of this hard work and passionate people doing amazing things for sustainability... all that work is being undermined and completely negated. It pisses me off, to be honest. You can have a world-class sustainability program, but if the company's core technology is being used to accelerate fossil fuel production, that effort is negated many, many times over.
They’re stuck between a rock and a hard place. In the current environment, shareholders have so much power and leverage. Companies are actually getting punished for even trying to do the right thing now. The public's attention is so split, and the pressure from the top often outweighs the values of the employees on the ground.
It gives you a rare look at what it takes to push for change from within a massive system like Microsoft, but also the perspective to know when you have to step outside to speak up. You understand the internal levers, but you aren't blinded by the corporate narrative. It allows you to see the blind spots that the industry doesn't want to acknowledge.
Holly Alpine
Co-Founder, Enabled Emissions Campaign
Holly Alpine is the Co-founder of the Enabled Emissions Campaign, which addresses a major blind spot in climate action: how advanced technologies are deliberately used to accelerate fossil fuel production. The Campaign examines how digital systems, AI, and cloud technologies are embedded across exploration, drilling, reservoir modeling, and production to reduce risk, shorten timelines, and bring new fossil fuel supply online.
Holly is a Stanford Ethics and Technology Practitioner Fellow focused on closing this accountability gap through disclosure standards, policy reforms, and public understanding of how technology companies’ commercial relationships with fossil fuel producers translate into real-world emissions.
Previously, Holly spent over a decade at Microsoft, where she built a 10,000+ member sustainability employee network and founded the Datacenter Community Environmental Sustainability program, establishing corporate policy for sustainability investments in datacenter communities worldwide.