💨 Abstract

Tech companies are rushing to secure natural gas supplies for their data centers to support AI growth, leading to a scramble for turbines and potential price increases. Microsoft, Google, and Meta are among those investing in natural gas power plants, primarily in the southern U.S. However, this strategy may face challenges due to finite natural gas supplies, potential price volatility, and competition with other industries. The AI boom highlights the physical constraints of the digital world and the risks of relying on finite resources.

Courtesy: Tim De Chant