Artificial intelligence (“AI”) is widely expected to be the next great disruptive technology, but for AI to reach its potential, a significant increase in electrical power generation and transmission will be required. While most new power capacity has come from renewable energy in recent years, we believe natural gas will play a critical role in satisfying AI’s voracious appetite for electricity over the next several years. Below, we discuss some of the reasons that natural gas may be well-suited to meet our growing energy needs. We then highlight how the First Trust North American Energy Infrastructure Fund (EMLP) may benefit from growing electricity demand from AI and other sources.

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