DOE Warns Data Center Power Strain Risks Blackouts by 2030, Nvidia Plans Multibillion AI Campus in Israel

Nvidia has solidified its position as a dominant force in the AI semiconductor industry, becoming the first U.S. company to surpass a $4 trillion market capitalization due to soaring demand for its AI chips and integrated software ecosystem. Its new Blackwell architecture and CUDA platform have created a near-monopoly on AI GPUs, enabling widespread adoption across enterprises and governments investing heavily in AI infrastructure worldwide. Nvidia is also expanding its global footprint with a multibillion-dollar tech campus in northern Israel, leveraging local talent and geopolitical advantages to reinforce its leadership amid U.S. export restrictions. Meanwhile, the U.S. Department of Energy warns that the rapid growth in data centers, driven largely by AI workloads, threatens grid reliability, as current renewable energy plans won't suffice to prevent blackouts by 2030 without additional firm power sources. These developments highlight a broader trend of escalating power demand for AI infrastructure, geopolitical investments in sovereign AI compute capabilities, and the critical need for stable energy supply to support this growth.