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U.S. Data Centers Poised to Outpace Germany and Japan in Natural‑Gas Consumption by 2035

U.S. Data Centers Poised to Outpace Germany and Japan in Natural‑Gas Consumption by 2035

Rapid expansion of artificial‑intelligence workloads is set to make American data centers one of the world’s biggest natural‑gas users, with projections indicating they could consume more gas than Germany and Japan combined by 2035.

Industry analysts attribute the surge to the intensive compute power required for training large language models and other AI systems. As cloud providers scale up GPU‑heavy clusters, the electricity demand of facilities is climbing sharply, prompting many operators to turn to natural gas‑fired generators for reliable, on‑demand power.

Current estimates suggest U.S. data centers already account for roughly 2 percent of the nation’s total electricity consumption. If AI‑driven growth continues at its current pace, that share could double, pushing gas use upward at a rate that outstrips the combined consumption of two of the world’s most industrialized economies.

The comparison to Germany and Japan underscores the global scale of the trend. Both countries rely heavily on natural gas for industrial and residential heating, yet their total annual gas intake is projected to be eclipsed by American server farms within a decade. The shift highlights the broader energy implications of the AI boom, which extends beyond electricity grids to fuel markets and carbon‑emission targets.

Policymakers and industry leaders are already weighing mitigation strategies. Some data‑center operators are investing in renewable‑energy contracts, while others explore advanced cooling technologies that reduce reliance on fossil‑fuel backup generators. Federal incentives for clean‑energy procurement could also shape how the sector meets its future power needs.

Regardless of the path chosen, the trajectory signals a new intersection between digital infrastructure and traditional energy systems. Monitoring gas demand from data centers will likely become a key metric for energy planners, and the outcome may influence both climate policy and the economics of AI development in the United States.

Source: techcrunch
Christina Kyriasoglou — Bloomberg (Berlin, Germany)

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