Given recent developments and what they could mean for America's energy independence in 2025, I thought you might find this timely. One of our trusted partners just put together a presentation called "Trump's Energy Mega-Boom" that shouldn't be taken lightly Please don't take this warning lightly… With everything moving so quickly in the energy sector, I definitely recommend taking a look while it's still relevant. Watch Now >>
The rapid growth of artificial intelligence has exposed a critical infrastructure challenge: powering the massive data centers needed to run AI systems. According to the International Energy Agency, global electricity demand from data centers could double between 2022 and 2026, driven largely by AI adoption.
The scale of this energy demand is staggering. Data centers currently consume 1-2% of global energy - comparable to the airline industry. By 2030, this could reach up to 21% when factoring in AI delivery costs, according to MIT Lincoln Laboratory research.
"As we move from text to video to image, these AI models are growing larger and larger, and so is their energy impact," explains Vijay Gadepally, senior scientist at MIT Lincoln Laboratory.
Major tech companies are actively seeking solutions through nuclear power:
Small Modular Reactor (SMR) technology has emerged as a particularly promising solution. These smaller, more efficient reactors can be built faster and at lower cost than traditional nuclear plants. According to Goldman Sachs Research, 85-90 gigawatts of new nuclear capacity would be needed to meet projected data center demand by 2030.
"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.
Unlike many energy issues, nuclear power has gained rare bipartisan support. The Biden administration aimed to triple U.S. nuclear production by 2050, while Trump has emphasized nuclear's role in addressing AI energy demands. The Senate passed the Advanced Nuclear Energy Act with an 88-2 vote.
"Nuclear power is the real green energy," says Michael Shellenberger, a former anti-nuclear activist who changed his position after studying the data. Nuclear power produces significantly lower emissions than other energy sources, including renewables when full lifecycle impacts are considered.
The intersection of AI and nuclear power is creating significant market opportunities. Nuclear energy stocks and uranium prices have seen strong gains as tech companies secure long-term power contracts. Goldman Sachs Research notes this trend could accelerate as more data centers come online.
However, challenges remain. Building new nuclear infrastructure takes time, and even small modular reactors face regulatory hurdles. Additionally, competing energy sources like natural gas continue to play important roles in the energy mix.
Several investment opportunities have emerged from this trend:
The race to power AI's growth is reshaping both the technology and energy sectors. As companies and governments work to prevent an energy crisis while supporting AI development, nuclear power appears poised to play an increasingly critical role.
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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