Shale Insight: Meta Says Behind-the-Meter Gas Is the Model That Works

Meta's energy chief closed Shale Insight 2026 by explaining how gas-fired power built "behind the meter" helped the company bring its first gigawatt-scale AI cluster online in Ohio. She had a message for the gas patch: if you have a site with plenty of power and a community that wants a data center, call her. But not everyone on stage was so sure about how fast data center demand will grow. An energy analyst and Expand Energy's CFO both warned that forecasts may be running ahead of reality.

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