A keynote at the US CO2 Summit in New Orleans projected that roughly a third of new data centre projects coming online by 2030 will include carbon capture technology, with that share rising to 40% by 2035. Bloom Energy's Senior Director of Energy Transition Solutions, Ivor Castelino, estimates this could generate around 100 million tonnes of CO2 supply per year. The captured CO2 could feed industrial demand, enhanced oil recovery, or be stored permanently, creating a new revenue stream for data centre operators. The numbers depend on capture rates, power source, and whether the CO2 is used or stored. If realised, this supply would be significant compared to current merchant CO2 volumes, potentially reshaping regional markets. However, the projection assumes continued data centre buildout and regulatory support for carbon capture, both of which carry uncertainty. The summit highlights how the AI boom is intersecting with carbon management, turning a major emissions source into a potential CO2 supplier.
