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AI's hunger for power sparks US private gas plant boom
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eNCA - DSTV Channel 403
NEW YORK - As US tech companies race to build the data centres fueling the AI boom, they are increasingly putting up their own power plants -- off the grid and running on gas -- to get online faster.
The latest addition to the tally -- a 7.5 GW plant in Texas powering Amazon data centres -- shows how analysts often have to piece together clues to link projects to hyperscalers.
The plant got air pollution permits in January, Amazon received construction permits last week, and satellite imagery confirmed clearing had begun at the site named in the plant's air permit records.
AI labs including OpenAI and Anthropic have signed leases for more than 10 gigawatts of behind-the-meter power.
Gas was already enjoying a renaissance before Trump returned to office, according to data compiled by Atlas Public Policy.