US gas boom heralds USD 50 bn in pipeline investments: US energy firms are plugging some USD 50 bn in new pipeline infrastructure over the next five years, amid favorable Trump-era regulatory changes and booming demand, the Financial Times (FT) reported on Tuesday. Midstream players are looking at laying down 8.8k miles of pipelines to alleviate existing supply bottlenecks, FT reported, citing energy consultancy Wood Mackenzie.

Demand for US nat gas at peak high: US natural gas consumption is expected to rise 1% in 2025 to reach an all-time peak of 91.4 bn cf/d, according to the US Energy Information Administration. US LNG exports reached a record 9.4 mn tons in September.

Concerns mount over the risks of an AI bubble amid spending spree by OpenAI, Nvidia: The bns of USD invested in AI so far, marked by OpenAI topping USD 1 tn in commitments and Nvidia’s spending spree, are based on a “circular,” “interconnected” web of business transactions involving only a handful of firms that cast doubt over the sector’s sustainability, Bloomberg writes in this morning’s big read. Meanwhile, the Financial Times similarly spotlights OpenAI’s recent transactions, including those with Oracle, AMD, and Nvidia, highlighting the “fake it till you make it” approach that has powered the sector so far, which could backfire if OpenAI is unable to honor its funding commitments.

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