US data centers could consume more natural gas than Germany and Japan combined by 2035
The AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world.
The AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world.
Natural gas prices could triple in some parts of the U.S., which could saddle hyperscalers with massive bills to power their AI data centers.
SpaceX and Tesla are building a massive semiconductor fab in Texas that will depend on natural gas power plants, not Tesla solar panels.
Meta has made significant investments in natural gas over the past year. Now it’s dropping out of an industry renewable energy group.
Microsoft inked a 20-year power purchase agreement with Chevron, locking in decades of carbon emissions from a new natural gas power plant.
Elon Muks’s xAI said it will buy $2.8 billion worth of natural gas turbines over the next three years, according to SpaceX’s IPO filing.
Gas turbines at xAI’s Colossus 2 data center have drawn a lawsuit over the company’s use of “mobile” gas turbines as power plants.
Natural gas power plant costs have nearly doubled in two years and take 23% longer to build as data center electricity demand skyrockets.
Meta, Microsoft, and Google are all betting big on new natural gas power plants to run their AI data centers. They may regret it.
Meta, Microsoft, and Google are all betting big on new natural gas power plants to run their AI data centers. They may regret it.