Source: The New York Times
The infrastructure race to support AI and cloud computing is creating unexpected winners in fossil fuel generation. Meta's El Paso facility alone requires 813 gas-burning generators to manage peak loads that grid infrastructure can't handle. The constraint is real: computational capacity is being built faster than renewable energy and grid modernization can keep pace, making natural gas the default bridge fuel for the next five years. Trump's deregulatory agenda aligns with tech's immediate infrastructure needs, making gas plants a more attractive near-term investment than solar or battery storage.