Data Centers Turn to Natural Gas and Silver

Natural gas and artificial intelligence (AI) data centers are emerging as key players in the future of energy consumption. The rapid growth of AI technologies is driving an unprecedented surge in electricity demand, with data centers projected to consume up to 9% of U.S. electricity generation by 2030, more than doubling their current usage. Natural gas is expected to supply 60% of this growth, offering a reliable and quickly deployable solution to meet the immediate power needs of expanding data centers. This trend is reshaping the energy landscape, with natural gas companies positioning themselves to meet the growing demand from AI-driven data centers, potentially leading to significant price increases and investment opportunities in the natural gas sector.