President Trump Set to Sign Executive Orders for Expanded AI-Powered Electricity Supply in the US – Report

President Trump Set to Sign Executive Orders for Expanded AI-Powered Electricity Supply in the US – Report

This should not be considered investment advice. The author has no financial stake in any of the stocks referenced herein.

According to reports from Reuters, the Trump Administration is preparing a new set of executive orders aimed at boosting energy production across the United States to satisfy the escalating demands of artificial intelligence (AI).Given that AI data centers represent some of the most energy-consuming infrastructures globally, this initiative has stirred interest in both nuclear power and other energy firms capable of supporting this rising demand. The proposed regulatory framework could facilitate the construction of AI data centers on federal lands and streamline the connection of new power generation projects to the national grid.

Accelerating Energy Production for AI: Trump Administration’s New Strategy

Recent estimates indicate that a single GPU in an AI data center can consume up to 700 Watts of power, translating to about 3.74 MWh annually. This represents a substantial energy requirement. Projections from the International Energy Agency (IEA) suggest that by 2030, the global power demand for data centers could reach 945 terawatt-hours, with AI data centers expected to see a quadrupling of their energy consumption within this timeframe.

During his campaign, former President Trump pledged to lower energy prices and boost supply by incentivizing oil companies to increase drilling and production. Now, reports indicate that his administration is contemplating fresh executive orders to augment the power supply necessary for AI data centers.

Data Center

The anticipated executive measures could ease the process for power infrastructure to connect with the grid and allocate federal lands for the establishment of AI data centers. Companies involved with these data centers, such as Oracle and CoreWeave, have enjoyed remarkable stock price increases in 2025; Oracle has surged by 28% year-to-date, while CoreWeave’s stock has skyrocketed by an astonishing 295% since its public listing in March.

Furthermore, the report highlights that land currently owned by the Pentagon or the Interior Department, responsible for managing the nation’s parks, could potentially be designated for AI data center development.

Since taking office, former President Trump has enacted several executive orders aimed at revitalizing the U. S.energy sector. These include actions to lift the freeze on liquefied natural gas (LNG) exports and promote oil and gas exploration in Alaska. Through these initiatives, the administration aims to enhance domestic energy production and reduce dependence on foreign imports, thereby strengthening national security.

The escalating energy requirements of AI have also turned the spotlight onto nuclear energy. Shares of GE Vernova, General Electric’s nuclear division, have risen by 49.5% this year alone and have experienced an impressive 187% increase over the past twelve months.

For further details, you can access the full report here.

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