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AI compute

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 21, 2026 by Matt Smith · across every show →

Everything said about AI compute, oldest first

Jul 21, 2026 bullish
Prediction Not checkable as stated
Smith: AI compute will drive 5 BCF/day of base-case natural gas demand
“When you do that, it's about five BCF a day, we think, of very credible incremental natural gas demand associated with Mostly AI compute.”
Matt Smith Jul 21, 2026 ▶ 6:22 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
Jul 21, 2026 bullish
Prediction Not checkable as stated
Smith: AI gas demand could hit 12-15 BCF/day by early 2030s
“If you start to move it down, it's a P-thirty or P-zero, that number, you know, can more than double and be, you know, 12 to 15 BCF a day by the early twenty-thirties if unmitigated.”
Matt Smith Jul 21, 2026 ▶ 7:17 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
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