Key takeaways
- Natural gas companies don't need a particular AI model to win out; they'll win if demand for natural gas from data centers continues to rise.
- Anthropic's S-1 filing revealed that power is still one of the biggest bottlenecks for artificial intelligence (AI) companies.
- With that understanding, there's still a lot to like about the company, including its 7% dividend yield and a dividend payout that has increased for 20 consecutive quarters.
In just one paragraph of its S-1 filing, Anthropic mentioned natural gas five times. As AI companies continue to seek power for data centers, Energy Transfer could be a winner.
See the latest quote, chart and news for ANT.
