Silicon Valley’s scramble to build more data centres could boost US gas demand by the equivalent of another New York State or California within a decade, with much of this expansion due to the energy cost of training and using artificial intelligence.

“If the world wants all [AI] workloads to be powered only by sustainable power in 2030 from currently available technologies, it will have to temper its AI initiative,” Aneesh Prabhu and his colleagues at S&P Global, a financial information and analytics firm…