Hyperscalers might regret embracing natural gas if new forecast proves correct

Hyperscalers, in their haste to power their AI data centers, are quickly enmeshing themselves in the fossil fuel world. It’s a space in which they have relatively little experience, but one that could soon materially impact their businesses. 

“On future Alphabet earning calls, you will hear them talk about the correlation between natural gas pricing and Google results, which is strange, but that’s where we are,” Gardett said.