Source: The Next Web
Data centers training large language models consume electricity at scales that have made natural gas the fastest-growing power source for new capacity, even as renewable deployment accelerates—effectively undoing a decade of coal-to-gas transition momentum. Environmental groups are now fighting individual power plant permits rather than lobbying for carbon pricing, a tactical shift that reflects how AI's immediate infrastructure needs have outpaced both grid planning and decarbonization frameworks. The technology sector's efficiency gains are being overwhelmed by the sheer computational mass required to train and run frontier models, making gas utilities the unexpected winners of the AI era.