Trump Plans Executive Orders to Boost US AI Energy Supply

President Trump is preparing a series of executive orders to significantly boost energy supply in the U.S. to support the rapid expansion of artificial intelligence technology, amid intensifying competition with China for AI supremacy. These orders are expected to facilitate the construction of AI data centers on federal land and streamline the connection of new power generation projects to the national grid, addressing the substantial electricity demand AI infrastructure requires. AI data center power demand is projected to increase more than thirtyfold by 2035, straining existing utilities and grid capacities, which currently face long delays due to regulatory and infrastructure challenges. The administration also plans to release an AI action plan and hold public events to highlight these efforts, reflecting the strategic importance of AI for economic and military dominance. This energy expansion push includes supporting nuclear power and other energy sources, with impacted stocks including major utilities and data center-related firms experiencing significant market gains. Trump's commitment to winning the AI race builds on earlier actions to remove regulatory barriers for energy production, aiming to ensure the U.S. maintains its technological edge.