Story perspectives

Natural Gas Fuels Surge in US Data Center Growth

3/2/2025

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Summary

Story summary

Natural gas is crucial for powering the rapidly expanding US data centers driven by AI and cloud computing.
Over 100 GW of new data center projects are projected, demanding 395-660 TWh of power by 2035.
Major oil companies, including ExxonMobil and Chevron, are investing in gas generation for data centers.
Hyperscalers like Microsoft and Amazon are pursuing clean energy, investing in nuclear despite existing challenges.
Renewable energy initiatives encounter deployment hurdles, particularly with transmission, affecting data center expansion.

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Story summary

Natural gas is crucial for powering the rapidly expanding US data centers driven by AI and cloud computing.
Over 100 GW of new data center projects are projected, demanding 395-660 TWh of power by 2035.
Major oil companies, including ExxonMobil and Chevron, are investing in gas generation for data centers.
Hyperscalers like Microsoft and Amazon are pursuing clean energy, investing in nuclear despite existing challenges.
Renewable energy initiatives encounter deployment hurdles, particularly with transmission, affecting data center expansion.