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Anthropic S-1 filing reveals AI bottlenecks and natural gas demand

The Motley Fool +1 · ·by G4L

ET Energy Transfer LP
$19.40 -0.10%
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  1. 1Anthropic mentioned natural gas five times in one paragraph of its S-1 filing.
  2. 2The percentage of U.S. businesses using AI is projected to reach 26.8% in October 2026.
  3. 3Despite Energy Transfer's long-term debt of 68.8 billion dollars, the company achieved a 31% adjusted EBITDA growth rate in the third quarter of 2026.

So what's the key point?

Anthropic revealed through its filing that using artificial intelligence requires a lot of natural gas. Energy Transfer has a lot of debt but is expected to grow by 31% in the third quarter of 2026.

Source The Motley Fool +1 · View original ↗

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