The Race to Compute: Is Natural Gas the Answer to the AI Power Crunch?
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The Race to Compute: Is Natural Gas the Answer to the AI Power Crunch?
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The rapid expansion of artificial intelligence (AI) and data centers is sparking an unprecedented race for power across North America. As tech giants and developers face long power grid interconnection queues, regulatory hurdles and supply chain bottlenecks, the urge to decouple timelines from traditional power grids is driving a major shift toward on-site generation. In this evolving landscape, natural gas is cementing its role as an essential, highly reliable anchor for digital infrastructure and energy security.
In this episode of NGI’s Hub & Flow, host Christopher Lenton sits down with GPC Infrastructure CCO Gauri Potdar, CFA, to explore how on-site natural gas generation is reshaping the data center sector. The conversation covers the reality versus hype of project announcements, critical supply chain constraints around turbines and transformers, community and regulatory dynamics surrounding midterms, and the strategic advantage of affordable US supply.