Hyperscalers might regret embracing natural gas if new forecast proves correct

Natural gas prices could triple in some parts of the U.S., which could saddle hyperscalers with massive bills to power their AI data centers.

Musk’s Terafab chip plant will run on gas, not Tesla solar
Musk’s Terafab chip plant will run on gas, not Tesla solar

SpaceX confirmed it will power Terafab, its $16.8 billion chip megafactory in Texas, with its own natural gas power plants and “very large battery arrays.” Tesla solar isn’t in the plan.
That’s despite Tesla being a partner on the project, and despite …

SpaceX’s Terafab will rely on natural gas power plants, not Tesla solar panels

SpaceX and Tesla are building a massive semiconductor fab in Texas that will depend on natural gas power plants, not Tesla solar panels.

Meta drops out of a major clean energy pact as its natural gas buildout accelerates

Meta has made significant investments in natural gas over the past year. Now it’s dropping out of an industry renewable energy group.

Microsoft and Chevron plan one of the largest gas-powered data center projects in US

Microsoft inked a 20-year power purchase agreement with Chevron, locking in decades of carbon emissions from a new natural gas power plant.

Musk’s xAI is being sued over its data center generators. Now, it’s buying $2.8B more.

Elon Muks’s xAI said it will buy $2.8 billion worth of natural gas turbines over the next three years, according to SpaceX’s IPO filing.

Musk’s xAI is running nearly 50 gas turbines unchecked at its Mississippi data center

Gas turbines at xAI’s Colossus 2 data center have drawn a lawsuit over the company’s use of “mobile” gas turbines as power plants.

Data center demand drives 66% surge in natural gas power plant costs

Natural gas power plant costs have nearly doubled in two years and take 23% longer to build as data center electricity demand skyrockets.

AI companies are building huge natural gas plants to power data centers. What could go wrong?

Meta, Microsoft, and Google are all betting big on new natural gas power plants to run their AI data centers. They may regret it.

Meta’s natural gas binge could power South Dakota

Meta’s upcoming Hyperion AI data center will be powered by 10 new natural gas plants.