EnergyPoint Research has a great summary of the issue faced by Ai and data centers.

Natural gas is quickly becoming the power generation fuel of choice to feed the needs of the expanding datacenter industry through 2035, and potentially beyond. Given that reality, the smart thing to do for these and other companies in the natural gas business is to put down big bets on themselves.

The Texas grid boss unveiled what he called a “sanity check” demand forecast this week to assuage lawmakers’ fears that Texas power use would skyrocket past 200 gigawatts in less than five years.

The main Texas power grid is poised to experience rapid changes in the next five to six years as a flood of artificial intelligence data centers and other industrial operations push an already-maxed-out system into unprecedented territory.

The state’s all-of-the-above energy policy and private companies, including data center developers, bringing their own resources to large-scale projects, Texas produces more than twice as much electricity as Florida and is the largest net supplier of energy in the nation, despite being the largest energy consumer.

Equinor is positioning itself to bridge the intermittency of renewable generation with reliable, dispatchable sources like natural gas and battery storage.

The executive orders are expected to loosen restrictions on coal mining and delay the retirement of power plants in order to meet the country's rising power demands.

A startup that builds novel generators has raised $258 million, fueled by the tailwinds of power-hungry artificial intelligence.

Generac Power Systems, a company long associated with residential backup and industrial emergency power, is making an assertive move into the heart of the digital infrastructure sector with a new portfolio of high-capacity generators engineered for the data center market.

U.S. energy regulators this week denied a request to reconsider a decision that blocked an Amazon data center, connected directly to a Talen Energy nuclear power plant in Pennsylvania, from ramping up its power use, government filings show.

As high-performance computing and artificial-intelligence (AI) usage continues to escalate across the industrial landscape, data centers demand power-dense, efficient solutions to support the latest central processing units, graphics processing units (GPUs), and hardware accelerators.

And we're back to full steam ahead with semiconductors and data centers!