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An AI Challenge to the Midstream Sector, Part 2: Could Chip Innovations Change Energy Demand Forecasts?

Rapid advances in AI chip technology, including new wafer scale processors that greatly increase compute density, could shrink future data center footprints and reduce power demand, creating significant uncertainty for midstream companies investing in AI related energy infrastructure.

Nov 24, 2025

The AI Gold Rush Is Running Into a Pipeline Bottleneck

The frenzied build-out of artificial intelligence (AI) data centers in the U.S. is going to require gas-fired electricity everywhere, including in California and the Northeast, where existing delivery infrastructure is already running at near full capacity.

Nov 11, 2025

An AI Challenge to the Midstream Sector

Oct 07, 2025