Send us Fan Mail<br>In this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center buildout and the critical role natural gas is playing and is expected to continue to play in powering these energy-intensive facilities. The conversation examines supply and demand dynamics, infrastructure requirements, and the small and mid-cap names best positioned to benefit from this secular growth theme.

Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning

WTR Small-Cap Spotlight

Welcome to the WTR Small-Cap Spotlight Podcast. I'm your host, Tim Gerdeman, Vice Chair and Co-Founder and Chief Marketing Officer of Water Tower Research. Today, I'm joined by my Water Tower Research colleague, Richard Tullis, from our Natural Resources team. One of the hotter topics in current US business news of late is the recent phenomenal growth in artificial intelligence or AI and the associated data centers.

Today, Richard will share his thoughts on the US data center build out and the important role natural gas is playing and is expected to continue to play empowering these energy intensive facilities. Richard, thanks for joining me today. Thanks for having me, Tim. And that's a great place to start. This is an amazing topic to explore and one we likely would not even be discussing several years ago prior to the artificial intelligence boom.

In its simplest form, a data center is a physical facility that houses and runs large computer systems. A data center typically contains multiple computer servers, data storage devices, network equipment that provide IT infrastructure service for organizations to store, manage, process and transmit large amounts of data. Data centers have architectural configurations ranging from footprints as small as closets to larger rooms within a single enterprise,

and then on to the hyperscale facilities that occupy buildings or groups of buildings. And that is where much of the focus is today. The increasing demand for data storage and processing capacities, especially for intensive computer computational tasks such as AI development and deployment has led to construction and operation of the hyperscale data centers.

Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.