Trump mulls executive orders to boost energy supply for AI growth - report
Jun. 27, 2025 8:12 AM ET
By: Ravikash Bakolia, SA News Editor
The Trump administration is preparing a package of executive actions aimed at increasing energy supply to power the U.S. expansion of AI, Reuters reported, citing people with knowledge of the planning.
The moves being considered include making it easier for power-generating projects to connect to the grid, and providing federal land on which to build the data centers needed to expand AI technology, the report added.
The White House did not immediately respond to a request for comment from Seeking Alpha.
The government will also introduce an AI action plan and schedule public events to draw public attention to the initiatives, according to the report.
The training of large-scale large language models, or LLMs, requires a huge amount of electricity, and the industry's growth is driving the first big increase in U.S. power demand in decades.
Between 2024 and 2029, U.S. electricity demand is expected to grow five times the rate forecast in 2022, according to power-sector consultancy Grid Strategies, the report noted. Meanwhile, power demand from AI data centers may increase over 30 times by 2035, as per a new report by Deloitte.
The U.S. and China are locked in a tech tussle to advance their AI technologies. The U.S. has imposed curbs on the export of advanced chips and Electronic Design Automation, or EDA, tools to China to hinder the technological advance of China for military purposes.
Among the measures under consideration by the Trump administration is to identify more fully developed power projects and move them higher on the waiting list for connection, the report noted.
The government is also thinking of streamlining permits for data centers by creating a nationwide Clean Water Act permit, rather than requiring companies to get permits on a state-by-state basis, the report added.
In January, OpenAI CEO Sam Altman, SoftBank Group's ( OTCPK:SFTBY) ( OTCPK:SFTBF) CEO Masayoshi Son and Oracle's (NYSE: ORCL) Co-Founder and Chairman Larry Ellison joined U.S. President Donald Trump to announce a $500B four-year initiative called Stargate to build out AI infrastructure.
Trump had ordered his administration in January to make an AI Action Plan that would make "America the world capital in artificial intelligence" and reduce regulatory barriers to its rapid expansion.
The report, which includes input from the National Security Council, is due by July 23. The White House is thinking of making July 23 "AI Action Day" to draw attention to the report and show its commitment to expanding the industry, the report noted.
Trump is slated to speak at an AI and energy event in Pennsylvania on July 15 hosted by Senator Dave McCormick.
U.S. tech giants, including Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google, Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT), have dedicated billions of dollars in capital expenditure to boost AI infrastructure. |
