Axios reporter Amy Harder writes on how the AI boom is reshaping the energy mix.
- Despite public commitments to renewables, new data show that nearly three-quarters of on-site power planned for U.S. data centers runs on natural gas, as developers prioritize power they can secure immediately over cleaner options that face long grid delays.
- The rush to build AI infrastructure is reviving gas politically and commercially, locking in decades-long investments. With nearly a third of planned data-center capacity tied to self-generation, gas is becoming the default fuel for an industry that can’t afford to wait.
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