Brought to you by nathanhammer.substack.com
Get ready for an insightful deep dive into the surprising and crucial connection between American energy and the booming world of artificial intelligence. This episode explores how the rise of AI, with its power-hungry servers and data centers, is being fueled by America's abundant energy resources, particularly natural gas.
We'll unpack recent major announcements and trends, including:
Apple's massive $500 billion investment in the US, featuring a new 250,000 square foot AI server farm in Houston, highlighting the importance of reliable and affordable American energy, particularly natural gas.
Chevron's proactive initiative to power the AI boom with natural gas, including their partnership with Engine No. 1 and GE Vernova to build "power foundaries" – natural gas power plants dedicated to data centers. These plants will utilize GE Vernova's powerful 7HA turbines, capable of generating significant electricity.
Energy Transfer's key role in supplying natural gas to cloud burst data centers in Texas through their Oasis pipeline, demonstrating the vital infrastructure connecting energy production with AI's energy demands.
OpenAI's ambitious "Stargate" project and their recognition of the immense energy needs of AI systems, exploring various solutions including natural gas infrastructure and renewables.
The significant collaboration between NRG Energy, GE Vernova, and Kiewit to build over 5 gigawatts of new natural gas power plants to meet the growing electricity demands of AI, serving both Texas (ERCOT) and the East Coast (PJM market).
Discover how these developments signal a renaissance in American technology and manufacturing, with American oil and gas, especially in Texas, playing a pivotal role. We'll also discuss the economic benefits, including job creation and enhanced national security through energy independence and technological leadership.
Tune in to understand why American natural gas is becoming the foundation for American tech dominance in the age of artificial intelligence. We'll also ponder the critical question of whether American energy can keep pace with the demands of advancing AI.
Share this post