US data centers are projected to become the fifth-largest consumer of natural gas globally by 2035, with consumption expected to increase by 15 billion cubic feet per day. This surge in demand is straining power infrastructure, leading to delays in numerous data center projects. Consequently, many developments are opting for on-site generators to meet their power needs. AI
IMPACT Accelerated demand for AI infrastructure will significantly increase natural gas consumption, potentially straining power grids and driving innovation in on-site power generation.
RANK_REASON Significant infrastructure and energy consumption trend impacting a major economy. [lever_c_demoted from significant: ic=1 ai=0.7]
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