It is already working to support Microsoft's and Alphabet's AI data centers. Power demand is increasing at a rapid clipBetween 2005 and 2025, electricity demand increased by 10%. There are drawbacks, as Mississippi residents are aware, since the off-grid power plants for one of Musk's Tennessee AI data centers are located there. And the U.S. government appears to be supporting the company's move to use natural gas turbines despite local pushback. To be fair, these are indirect plays on the AI sector, since they rely on overall natural gas demand.