NATURAL GAS: The Hidden AI Infrastructure Trade
Everyone talks about chips. Few talk about power. AI data centers could add ~6 Bcf/day of U.S. natural gas demand by 2030.
That’s massive.
Why gas?
→ 24/7 baseload power
→ Fastest scalable energy source
→ Bridge fuel until nuclear scales
AI runs on GPUs.
GPUs run on electricity.
Electricity still runs heavily on natural gas.
Names to watch: