US natural gas producers, pipelines and independent power producers have spent the past year talking up what they see as one
of the strongest investment cases for their products and services this decade: surging electricity demand from yet-to-be-built data
centers to run artificial intelligence (AI) software.

But exactly how much power will be required to meet AI data center demand — and how much of that power will be generated by gas, nuclear or renewables — is far from clear.

Download our latest insight paper to learn:

• How data centers will drive future power and gas demand
• What data-center developers' choices say about future energy needs
• The role efficiency will play in gas and power demand
• How these centers may structurally change the gas and power markets