Betting big on data centers, U.S. now leads world for new gas power development

The U.S. leads globally in gas-fired power capacity development, with nearly 252 GW planned, primarily to support data centers and meet rising energy demands from AI. Texas is a major contributor, accounting for a third of U.S. projects. Despite supply constraints in turbine production, global gas power capacity increased by 31% in 2025, with China also making significant gains. The expansion faces challenges due to turbine backlogs and limited manufacturer availability.