The U.S. natural gas demand story has been geared to LNG growth, but there’s another story that could become even bigger: fueling a proliferation of computer data centers.

The power-intensive artificial intelligence (AI) computer warehouses are to be fueled mostly by abundant and reliable domestic natural gas. It’s the next big thing, according to Williams CEO Alan Armstrong.

Speaking at CERAWeek by S&P Global, Armstrong said Wednesday “electric load from data centers is going to grow threefold by 2030.” 

[Want to visualize Henry Hub, Houston Ship Channel and Chicago Citygate prices? Check out NGI’s daily natural gas price snapshot now.]

Since the 2020s began, domestic electricity demand has been climbing three times faster every year than in previous decades, pulled...