Trump's Team May Make New Rules for AI's Energy Use
It seems from a Reuters report that Trump's team wants new rules to help make more energy in the U.S. This is to meet the big energy needs of artificial intelligence. The planned orders might make it easier to build AI data centers on U.S. land and make new energy projects connect to the big grid faster.
>Why They Want This AI Uses Lots of Power
The rising need for power by AI stuff is what's pushing these plans. AI data centers use a lot of power, more than most places around the world. Here’s what we know about how big this issue is:
- The big energy group, IEA, thinks power use by global data centers might hit 945 terawatt-hours by 2030.
- Power use just by AI centers could be four times more by then.
- One top-tier GPU in these centers could use up to 700 Watts.
What They Want to Do
The new orders would try to quicken the growth of the U.S. power setup through a few key steps:
- Quick OKs: These orders would pick energy projects that are almost ready and speed up their OK to connect to the grid.
- Land for Building: Pentagon or Interior Department land might be used to build new AI data centers.
Who Gains and Market Effects
This sharp focus on AI and power needs has already changed the market. Some firms are growing fast:
- Oracle (ORCL): This data center business is up 28% since the year started.
- CoreWeave: Since listing in March, stock up by 295%.
- GE Vernova (GEV): Shares are up 49.5% since the year started and 187% over last year. They show a high interest in nuclear energy for AI power needs.
Part of a Big Energy Plan
These possible steps fit into Trump's big energy strategy, which wants to make more energy here and cut down on what we buy from others. Since he became President, he has also made rules to send out more liquefied natural gas and let more oil and gas production happen in Alaska.
