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America’s tech giants are barreling toward an unprecedented build-out of A.I. datacenters that could more than double current A.I. electricity consumption and require roughly $2.5 trillion of investment over the next five years — enough power today to run more than 30 million homes. This is an economic and strategic challenge, but it is also proof that American innovation is creating demand for more American energy, not less.
Yes, the grid is creaking in places and interconnection queues and upgrade timelines are real barriers; companies from Amazon to Digital Realty have already run headfirst into utilities and permitting headaches that can stall projects for years. Those are painful but solvable bottlenecks, and they are not a reason to hit the brakes on progress — they are a reason to cut red tape and get serious about buildout.
Where politicians and environmental alarmists see risk, conservatives should see opportunity: companies are already stepping up and building their own power solutions, from behind-the-meter gas turbines in Texas to fuel cells and other private generation that bypass slow-moving utilities. The free market is answering the call; when the private sector has a clear revenue path, capital rushes in and engineers find practical, scalable solutions.
That said, we cannot ignore the inconvenient truth that much of America’s transmission and distribution system is aging and in need of replacement, and other forces like wholesale electrification and EV growth are adding real pressure to local grids. Rather than chasing impossible green purity tests, Washington should prioritize resilient, pragmatic upgrades and stop letting ideological litmus tests dictate critical infrastructure policy.
A commonsense all-of-the-above energy policy — leaning on domestic natural gas today and new nuclear tomorrow — will supply the reliable baseload these datacenters need while keeping costs down and jobs in America. Major players are already contracting long-term nuclear power and private firms are lining up to build advanced reactors and small modular designs that can anchor grid reliability for decades.
Permitting and supply chains are the real battlefield: we need fast-track approvals for siting generation and transmission, incentives to expand turbine and fuel cell manufacturing, and the bold use of federal lands and military sites to host resilient power and computing hubs. If conservatives push for practical reforms — not more regulation dressed up as virtue signaling — we’ll secure energy independence and maintain technological leadership.
This is a classic American moment where capitalism, engineering, and patriotic purpose intersect. Instead of surrendering to doom-saying, patriots should demand policies that unleash private capital, speed responsible permitting, and defend American industry so our innovators, workers, and national security win in the A.I. era.
