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The Trump Administration is planning a fresh set of executive orders to increase energy production in the US to meet AI demand, reports Reuters. AI data centers are among the most power-intensive infrastructure on the planet and have led to growing interest in nuclear and other companies that might be able to meet their demand. The new set of rules can allow AI data center construction on federal land and make it easier for power generation projects to connect with the national grid.
Trump Administration Seeking To Expedite Processing & Approval Times For Power Projects To Boost AI, Says Report
Estimates suggest that a single AI data center GPU can use as much as 700 Watts of power which amounts to 3.74 MWh and create significant power demand requirements. Estimates from the International Energy Agency (IEA) show that by 2030, global data center power demand could sit at 945 terawatt-hours, with AI data centers expected to quadruple during this time period.
During his campaign, President Trump had promised voters to reduce energy prices and grow supplies by enticing oil companies to drill and produce more oil. Now, his administration might also be considering methods to increase the power available to AI data centers through executive orders, suggests a new report from Reuters.
These executive orders could make it easy for power generation infrastructure to connect to the grid and also provide federal land to build AI data centers. Firms with exposure to these data centers, such as Oracle and CoreWeave, have experienced explosive share price gains in 2025. Oracle's stock has gained 28% year-to-date, while CoreWeave, which listed its shares for trading in March, has seen the stock gain an unbelievable 295% since then.
One way through which the executive orders will facilitate increasing America's grid capacity is by identifying power generation projects which are in late-stage development and expedite their approval timeline for grid connection. The report adds that land owned by the Pentagon or by the Interior Department, responsible for overseeing the nation's parks, could be allocated to build AI data centers.
Since he took office, Trump has signed several executive orders aimed at the US energy industry. These include lifting a freeze on liquefied natural gas (LNG) exports and encouraging oil and gas production in Alaska. Through these orders, the President aims to expand domestic US energy supplies and reduce reliance on importance in order to bolster national security.
AI's surging power demand has also brought nuclear energy into the limelight. Shares of former General Electric nuclear business GE Vernova, are up by 49.5% year-to-date and have gained 187% over the past year.
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