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AI Revolution Drives Huge Gas Plant Build-Out

 AI Investments in the Electricity Market

- AI investments are significantly impacting the U. S. electricity market.

- New data centers and upgrades are creating high demand for electrical power.

- Major AI firms are favoring natural gas plants over renewable energy sources for power.

Rise of Artificial Intelligence

- ChatGPT's release in November 2022 triggered a surge in AI interest.

- Within five days, it gained over one million users and sparked a modern AI revolution.

- This revolution resulted in trillions of dollars in investments in the U. S. and globally.

AI Infrastructure and Power Needs

- Artificial intelligence relies on large computing power and extensive databases.

- Generational AI has the ability to create text, images, music, and videos.

- Data centers, equipped with thousands of servers and high-speed GPUs, are needed for these functions.

Growth of Data Centers

- Major companies investing in new and upgraded data centers include Amazon, Google, Meta, Microsoft, and Tesla.

- The number of data centers in the U. S. increased from under 2,700 to about 3,900 in 18 months.

Electricity Consumption by Data Centers

- Data centers consumed about 4% of U. S. electricity at the start of 2024.

- With upgrades for AI, power consumption may increase to 20% by 2030.

- Most of this electricity will come from new natural gas plants.

Challenges for Renewable Energy

- Green energy advocates prefer renewables for data centers; however, wind and solar energy fall short.

- AI operations require continuous power, which cannot be met by renewable sources' low capacity factors.

- Natural gas plants provide reliable, consistent power and can be sited near data centers.

Nuclear Power Considerations

- Some retired nuclear plants are being restarted for AI power needs.

- New nuclear plants are costly and take longer to build compared to gas-fired plants.

- Small modular nuclear reactors are promising but are still unproven.

Elon Musk and Power Sources

- Tesla uses gas turbines to power its Colossus xAI supercomputer facility in Memphis, Tennessee.

- The facility is expanding rapidly, claiming to be a leading AI training system.

Data Center Expansion Plans

- EdgeConneX is developing large data centers in Ohio, powered by on-site gas plants.

- Texas plans to deploy over 100 new gas-fired power plants to support AI infrastructure.

Investment Announcements

- President Trump announced over $90 billion in private investments for AI data centers and power systems in Pennsylvania.

- Firms like Amazon, Blackstone, and others will establish AI infrastructure in various Pennsylvania locations.

Meta's Data Center Project

- Meta is constructing a massive data center in Louisiana, expected to consume twice the electricity of New Orleans.

- Entergy Louisiana is building three large gas-fired power plants for this site.

- The AI revolution is reshaping the U. S. electricity market, heavily relying on natural gas facilities.

- The transition to Net Zero electricity appears to be sidelined.

- Steve Goreham, an energy and policy expert, raises concerns about the future of renewable energy. 

https://wattsupwiththat.com/2025/07/28/ai-revolution-drives-huge-gas-plant-build-out/

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