A coalition of environmental organizations, including Greenpeace International, released a report detailing the growth of Nvidia's supply chain emissions. The company's Scope 3 emissions rose by 725% since fiscal year 2020, increasing from 1.3 million tonnes of CO2 equivalent to approximately 10.7 million tonnes in fiscal 2026.
The report highlights that emissions grew from 3.64 million tonnes in fiscal 2024 to 10.7 million tonnes in fiscal 2026. This surge is attributed to the rising demand for AI training infrastructure and the energy-intensive manufacturing processes handled by partners like TSMC.
Climate analyst Ketan Joshi estimates that downstream emissions from the use of Nvidia chips could reach 21 million tonnes of CO2 equivalent by 2025. This figure is compared to the emissions of Russian Coal, a major coal producer.
While Nvidia reports using 100% renewable electricity for its own operations for two consecutive years, the report argues that this does not account for the impact of data centers powered by its hardware. Nvidia has not yet provided a detailed public response to these findings.
