What are Energy Transfer LP and Williams Cos. doing to address the surging power demand from AI data centers?

Energy Transfer LP is developing new pipeline projects to meet rising demand for gas-fired electricity needed by AI data centers, with more details expected in the coming months, according to Co-CEO Thomas Long. Williams Cos. has over $2 billion available in its Power Innovation unit to fund near-term investments in data-center power infrastructure, as stated by CFO John Porter. Both companies are actively expanding capacity despite industry-wide concerns about gas turbine order backlogs and permitting delays, with Energy Transfer’s EVP Adam Arthur affirming, 'We’re just not seeing the slowdown.'

How does Williams Cos.'s recent acquisition of Momentum Midstream relate to AI-driven energy demand?

Williams Cos.'s $5.5 billion acquisition of Momentum Midstream—announced the day before its bullish outlook on data-center power demand—aims to expand the company's presence in both data-center power generation and U.S. gas exports, directly supporting the infrastructure needed to electrify AI-driven digital warehouses.

Pipeline Owners Race to Build Capacity as AI Power Demand Jumps

Aug 4, 2026

US pipeline operators are racing to expand capacity for AI-driven natural gas demand, highlighted by Williams Cos.'s $5.5 billion acquisition of Momentum Midstream to strengthen its power generation footprint.

bloomberg

2026-08-03

Williams Agrees to Buy Momentum Midstream for $5.5 Billion

2026-08-03

Williams to Buy Momentum, Raises 2026 EBITDA Forecast

2026-08-04

Pipeline Owners Race to Build Capacity as AI Power Demand Jumps

Pipeline Owners Race to Build Capacity as AI Power Demand Jumps

FAQ