AI 基础设施-AI 数据中心发展下，天然气价值链核心受益方梳理-AI Infrastructure-Identifying Key Beneficiaries Across the Natural Gas Value Chain from AIData Center Development

February 19, 2026 05:01 AM GMT AI Infrastructure Identifying Key Beneficiaries Across the Natural Gas Value Chain from AI/Data Center Development M Leveraging the insights of AlphaWise, we estimate that AI data center development will drive +4.8 Bcf/d of incremental domestic natural gas demand by 2030, concentrated in Appalachia/PJM. We identify key beneficiaries across the natural gas value chain. Key Takeaways We introduce a new geospatial analysis of AI-driven data center development that provides increm ...