‘Tremendous’ AI Gas Demand Will Boost Pipelines, Executives Say

If there’s one thing that’s exciting pipeline companies this earnings season, it’s the ‘tremendous’ gas demand they’re expecting from the growing use of artificial intelligence and data center needs.

Utilities are bracing for the largest increase in power demand in a generation due to data centers for AI, computer-chip factories and a growing number of electric vehicles. Some of that additional power will come from wind and solar. But a significant portion will be from gas-fired plants. And companies that run data centers want to make sure that gas will be available — and quickly obtainable — when they need ...