investment research
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RBC Capital Markets · Canada · Data centers drive ~101GW of US on-site gas, lifting plant costs 66%
Bank research framing gas as the near-term workhorse of the AI boom, behind-the-meter builds bypassing interconnection queues, and the GE Vernova turbine backlog as the binding supply constraint.
“Natural gas powers the data center boom, with on-site generation bypassing grid bottlenecks.”