According to Reuters, the Trump administration is planning to issue a series of new executive orders to increase U.S. energy production to meet the needs of artificial intelligence. AI data centers are among the most energy-intensive infrastructure in the world, sparking growing interest in nuclear power and other companies that might meet their needs. New rules would allow artificial intelligence data centers to be built on federal land and make it easier for power generation projects to connect to the national grid.
It is estimated that the power consumption of a single AI data center GPU is as high as 700 watts, which is equivalent to 3.74 megawatt hours, which will create huge power requirements. Estimates from the International Energy Agency (IEA) show that global data center power demand may reach 945 terawatt hours by 2030, while power demand from AI data centers is expected to quadruple during this period.
President Trump promised during his campaign to lower energy prices and increase supply by encouraging oil companies to drill and produce more oil. Now, a new report from Reuters claims that the Trump administration may also be considering an executive order to increase the power available to artificial intelligence data centers.
The executive orders could make it easier for power generation infrastructure to connect to the grid and make federal land available for building AI data centers. Companies involved in these data centers, such as Oracle and CoreWeave, experienced explosive stock price growth in 2025. Oracle's shares are up 28% so far this year, while CoreWeave's shares, which went public in March, are up an incredible 295% since then.
These executive orders will promote the improvement of the capacity of the U.S. grid, in part by identifying late-stage development power generation projects and speeding up their approval time for grid connection. The report also noted that land owned by the Pentagon or the Interior Department, which oversees national parks, could be allocated for building AI data centers.
Since taking office, Trump has signed a number of executive orders targeting the U.S. energy industry, including lifting a freeze on liquefied natural gas (LNG) exports and encouraging oil and gas production in Alaska. Through these orders, the President hopes to enhance national security by expanding U.S. domestic energy supplies and reducing reliance on critical energy sources.
AI's surging electricity demand has also put nuclear power in the spotlight. Shares of GE Vernova, the former nuclear power unit of General Electric, have risen 49.5% so far this year and are up 187% over the past year.