You can build some ‘AMAZING' economies with this, CEO argues
Fox Business
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February 19, 2026 at 12:01 PM UTC
Bullish
90% Confidence
Watch on YouTube
Key Points
- AI data centers are driving massive electricity demand, with hyperscalers planning $660B in AI capex spending this year.
- Williams Companies is investing $7B in gas projects, including co-located power generation solutions, to meet this demand without burdening the grid or increasing consumer costs.
- Natural gas is presented as the U.S.'s 'superpower,' offering the fastest, most dispatchable, and most affordable energy solution, contributing significantly to emissions reductions.
- Regulatory hurdles, such as those in New York preventing the Constitution Pipeline, lead to higher energy prices and reliance on less clean energy sources in regions like New England.
- Williams Companies boasts strong financial performance with 9% adjusted EBITDA growth and 14% earnings per share growth over the last five years, with plans for continued growth without shareholder dilution.
AI Summary
Williams Companies CEO Chad Zamarin discusses the surging electricity demand from AI data centers, highlighting hyperscalers' $660 billion capex spending this year. Williams is investing $7 billion in natural gas projects to power these data centers, aiming to be a dominant energy partner. Zamarin emphasizes natural gas as a 'superpower' for its affordability and role in decarbonization, while also addressing infrastructure challenges like the Constitution Pipeline.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 90% |
| Consensus | Bullish | 90% |