Artificial intelligence drives U.S. power infrastructure development, with natural gas as the main source of growth

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智通财经2026/09/14 12:36

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Moody’s pointed out that the US data center boom will require an investment of around $110 billion by 2030, adding 45 gigawatts of new power capacity.
Over 30 gigawatts of this capacity are expected to come from natural gas, requiring an additional supply of about 4 billion cubic feet of natural gas.
By 2030, data centers may consume around 10% of America’s electricity. The rapid growth in demand for artificial intelligence and cloud services is reshaping the electricity market landscape.
Future focus will be on whether natural gas supply and transmission infrastructure can keep pace, and on the impact of rising electricity costs on data center site selection and operations.

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Artificial intelligence drives U.S. power infrastructure development, with natural gas as the main source of growth

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