Data Centers' Power Shift: Gas Turbines & Financial Froth
Update: 2025-11-27
Description
The AI boom is transforming Americas energy landscape, with data centers driving a massive surge in power demand. Texas leads the way, with its pipeline nearly doubling in just three months. Developers are prioritizing power access, moving data centers away from tech hubs and into resource-rich areas. Natural gas is the preferred fuel, but existing infrastructure is strained, causing delays and costs. Large projects are dominating investment, raising concerns about market froth. This push for on-site generation could impact energy affordability and reliability nationwide.
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