Capitalizing on the AI-Fueled Natural Gas Surge The rapid growth of artificial intelligence (AI) in the US is driving an unprecedented surge in energy demand, particularly for natural gas, which is poised to become the primary fuel source for meeting this increasing need. As AI data centers require immense power, companies across the entire value chain, from extraction and processing to transportation and utility services, are expected to benefit from this trend, presenting a significant investment opportunity reminiscent of the earlier natural gas fracking boom.

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