AI companies are building huge natural gas plants to power data centers. What could go wrong?

Tech giants like Microsoft, Google, and Meta are aggressively securing natural gas supplies to power their expanding AI data centers, leading to a surge in demand for power plant equipment like turbines. While these companies aim to ensure reliable energy, the strategy faces significant risks, including potential supply constraints, rising costs, and competition with other industries and residential heating needs. By moving these power sources behind the meter, tech firms hope to avoid grid strain, but they remain vulnerable to natural gas market fluctuations and the finite nature of the resource.

(Source：TechCrunch)