The Role of Gas in Powering AI-Driven Energy Demand 02

Infrastructure choices also shape economics. Behind-the-meter Gas plants can reduce reliance on constrained transmission capacity, while co-location with LNG import terminals or pipeline infrastructure avoids costly grid upgrades. As developers increasingly evaluate firm power supply before fibre or real estate, marking a reversal of traditional priorities, onsite power generation emerges as a viable and feasible solution. A clear trend is the co-location of data centres with Gas infrastructure or their contracting of dedicated firm capacity, with ~30% of data centre sites expected to use onsite power generation.