Microsoft Vice President of Energy Bobby Hollis said natural gas with carbon capture is an option if the projects are commercially viable.

Data centers and LNG exports are driving US natural gas demand to record highs, but infrastructure limitations, particularly pipeline shortages, pose significant challenges to continued growth.

Power demand from new data center installations in the U.S. is expected to grow by 1,000 percent from the end of 2024 through 2035, according to a new study from Rystad.

The price of natural gas currently sits at record levels amidst confidence the commodity will continue to drive strong demand from AI data centres. On Tuesday, the vice president of Microsoft’s energy business,