The rapidly growing energy demand of artificial intelligence technologies in the US has mobilized public administration. Donald Trump, who has returned to presidency, is preparing a new regulation at the federal level to provide energy to AI centers. With the decree being worked on, energy production projects that will feed artificial intelligence infrastructures are being accelerated; previously unused large state lands are being allocated to these centers.

Trump administration provides electricity for artificial intelligence

While the energy consumption of artificial intelligence systems has increased rapidly in the last two years, projections show that this demand could reach 30 times by 2035. In this context, it was decided to use previously idle public lands for energy production and distribution projects in order to meet the energy needs of data centers.

In order to reduce bureaucratic obstacles in the development of energy infrastructure, the Trump administration aims to facilitate the connection processes of energy production projects to the federal grid. The connection and permitting processes, which can currently take years, are being simplified in a way that can be completed in months with the new regulation.

The indirect effects of the new energy policy have also begun to be seen in the stock market. Shares of General Electric’s nuclear energy subsidiary GE Vernova have gained nearly 50% since the beginning of the year. Analysts say that the increase in public incentives, especially for renewable and small modular nuclear reactor (SMR) projects, has raised investor expectations.

While there has been no direct statement from the White House, sources say that the text of the decree has reached the final stages and will be signed and put into effect in the coming weeks. This step clearly shows that the US has made energy infrastructure a priority in the artificial intelligence competition it continues with China and other global actors.