ATTENTION: CONCERNED AMERICANS

The Next Energy Crisis:

Why Big Tech's AI Dreams Could Go Dark

As states race to build nuclear infrastructure for AI, a hidden battle for the future of computing is taking shape

Editor's Note:

Given Trump's dramatic energy policy shift and its potential impact on both AI infrastructure and domestic energy production, I wanted to share this timely analysis. One of our trusted partners has just released a detailed presentation examining the investment implications of these developments: Trump's Energy Mega-Boom. With these sweeping changes already being set in motion, I strongly recommend reviewing this analysis while it's most relevant.

The numbers are staggering. While new research from Epoch AI suggests individual ChatGPT queries use less power than previously thought, the broader infrastructure demands have states scrambling. Indiana just passed two nuclear reactor bills, Texas A&M is offering land to four reactor companies, and Microsoft has committed $400 million to solar power for its AI operations.

"Until now, reactor manufacturers – along with the most powerful names in Big Tech – have not been able to find a suitable place to build clusters of nuclear reactors that can supply the power needed for artificial intelligence endeavors," Texas A&M officials stated this week, highlighting the urgent search for solutions.

The situation has become so critical that Federal Reserve Chairman Jerome Powell, testifying before Congress today, warned about broader infrastructure challenges. While Amazon races to secure $650 million nuclear-powered data centers, states like Indiana are passing emergency legislation to help utilities companies build small modular reactors (SMRs).

The Scale of the Challenge

The numbers are daunting. According to a recent Rand report, AI data centers may need close to all of California's 2022 power capacity (68 GW) within just two years. By 2030, training a single frontier AI model could demand power output equivalent to eight nuclear reactors.

"The AI will get more advanced, training this AI will probably require much more energy, and this future AI may be used much more intensely — handling much more tasks, and more complex tasks, than how people use ChatGPT today," explains Joshua You, data analyst at Epoch AI.

The Race for Solutions

States aren't waiting for federal action. Indiana's Senate just passed two bills creating a nuclear reactor pilot program and enabling utilities to partner on reactor construction projects. Meanwhile, Texas A&M is taking direct action, offering prime land to four reactor companies - Kairos Power, Natura Resources, Terrestrial Energy, and Aalo Atomics - to build SMRs.

Tech giants are also moving aggressively. Microsoft's $400 million solar commitment and Amazon's pursuit of nuclear-powered data centers show how seriously they take the challenge. But these moves may not be enough to meet the coming demand.

Editor's Note:

Based on all of these developments, you might want to watch the presentation below from one of our trusted partners.

The Trump Nuclear MEGA-Boom!

"For AI... We have to produce massive electricity that we don't have. Nuclear has become very safe, very good." - President Trump

Here's why nuclear stocks are expected to skyrocket under Trump's second term.

▼

YES, I WANT TO WATCH THIS NOW >>

What This Could Mean for Investors

The convergence of AI's power demands and nuclear infrastructure development creates multiple potential investment opportunities:

Nuclear Infrastructure Players
While many investors focus on AI chip manufacturers, the companies building next-generation nuclear infrastructure could see significant growth. The recent Indiana legislation and Texas A&M land grants show how states are creating favorable conditions for nuclear technology companies.
Utility Companies
Traditional utility companies partnering with nuclear developers are positioning themselves for the AI era. Indiana's new bills specifically enable investor-owned electric utilities to subsidize reactor development, potentially creating new revenue streams.
Data Center REITs
Real estate investment trusts specializing in data centers near nuclear power sources could become increasingly valuable. Amazon's $650 million investment in a nuclear-powered data center highlights this trend.
Power Management Technology
Companies developing efficient power management systems for AI operations could see increased demand. As Microsoft's recent $400 million solar commitment shows, tech giants are diversifying their power sources.

Looking Ahead

The infrastructure challenges highlighted by Powell today point to a broader transformation in how we power our digital future. While ChatGPT's current energy use might be lower than previously thought at 0.3 watt-hours per query, the trajectory of AI development suggests massive increases in power demand ahead.

For investors who position themselves correctly, the opportunities could be transformative. But the window for early entry may be closing faster than most realize, as states race to establish themselves as hubs for AI infrastructure.

The winners in this space won't just be the companies developing AI technology, but those enabling the infrastructure that powers it. As Indiana and Texas A&M's moves show, the race to build this infrastructure is already well underway.

Before You Go:

Watch Now >>

If this article makes sense,

YOU NEED TO WATCH THIS BELOW...

YOU NEED TO CLICK BELOW...

Trump's Energy Mega-Boom

Donald Trump has a problem.

As his close advisor Elon Musk points out, new AI is growing by a factor of 10 every six months.

We've never seen any tech grow this fast.

The Washington Post writes that "artificial intelligence, data centers and the boom in clean-tech manufacturing are pushing America's aging power grid to the brink."

Sincerely,

Marc Lichtenfeld

Author of Get Rich with Dividends and Chief Income Strategist of The Oxford Club

P.S. One of these American companies has already seen operating income jump 10X from where it was three years ago.

These are very fast moving.

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