Looking to Cash in AI, But Own Too Many Tech Stocks? This High-Yielding Energy Stock is Capitalizing on the AI-Powered Gas Boom.

Core Viewpoint - Kinder Morgan is positioned to benefit from the increasing demand for natural gas, particularly driven by the growth of AI data centers and liquefied natural gas (LNG) terminals, which is expected to enhance its total return potential. Group 1: Natural Gas Demand and Infrastructure - Kinder Morgan's natural gas pipeline segment achieved record performance last year, primarily due to strong demand from LNG terminals, with contracts to transport 8 billion cubic feet per day (Bcf/d) of gas, projected to increase to 12 Bcf/d by 2028 [3] - The company is actively pursuing over 10 Bcf/d of opportunities to meet growing demand from the power generation sector, particularly from AI data centers, with nearly 70% of future power demand in states served by its gas infrastructure [4] Group 2: Growth Capital Projects - Kinder Morgan has secured $10 billion in growth capital projects, with 90% focused on gas infrastructure, expected to be completed by mid-2030, supporting power generation demand [6] - An additional $10 billion of potential projects is under development, with significant demand anticipated from utilities, such as Georgia Power, which projects a need for 53 gigawatts of power by the early 2030s, translating to approximately 10 Bcf/d of gas demand [7] Group 3: Investment Diversification - Investing in Kinder Morgan offers a way to diversify portfolios that may be heavily weighted in technology stocks, providing dividend income with a yield of over 4% while still presenting upside potential linked to the AI megatrend [8]