However, the president said during his remarks at the Energy and Innovation Summit, his advisers had told him just how important energy was to the future of AI. These are just the latest in recent breakneck rollouts in investment around AI and energy infrastructure. The state is still the country’s second-most prolific natural gas producer. All this new demand from AI is welcome news for the natural gas industry in the US, the world’s top producer and exporter of liquefied natural gas. Following a warm winter last year, Morgan Stanley predicted gas supply could reach “multi-decade highs” over the next few years.