The world has massively underestimated how much natural gas the future needs, and now AI data centers and LNG exports are competing for supply. So … who should get the gas? Enjoy part 2 of this doubleheader from Michael Spyker, teaching us everything we need to know about the resource powering AI. Read it here: https://lnkd.in/dTJ_satw
sharing my pod on Richard Kinder Kinder Morgan lng vis a vis AI he says “bring it on” one of his leading colleague ceo not as sanguine i belive he is right and seems energy usa present administration + deep alternative power generators (looking at you Mr Musk) we are in a win win green light powering AI situation https://aicounsel.substack.com/p/ai-is-energy-energy-is-ai-kinder
All roads lead to energy in the end.
They should not use LNG. It will drive prices higher hurting everyday people. Invest in the renewable solution whether it’s solar or nuclear.
Investor / Strategic Partner / Private Equity Expert / Healthcare strategy
13hWith energy demand fundamentally reassessed, the competition between AI and LNG is not a zero-sum game, but rather a signal driving a global infrastructure redesign. The winners will be nations and companies that can find a balance between energy efficiency, technological deployment, and sustainable strategies.