"AI Wins with Power" - Trump's Declaration of a "Super High-Speed Infrastructure Nation"

1. Prologue: Tension in the White House Underground Operations Room

"We cannot afford to lose to China in AI." Six months into his second term, President Donald Trump once again gathered the White House energy team. The focus was on electricity—the power consumed by AI. According to sources, the administration plans to lay down "power 'highways' for AI" through multiple executive orders, aiming to rapidly accelerate data center construction.investing.com

2. Why "Electricity"?—Numbers Indicate an AI Infrastructure Crisis

• U.S. electricity demand from 2024 to 2029 is expected to grow at five times the pace of conventional forecasts.

• Electricity demand from AI data centers is projected to be over 30 times the current level by 2035.reuters.com
  AI models learn in a sea of GPUs. As computational demand increases, the power grid groans, and projects fall into a "queue hell" waiting for grid connections—this is the reality on the ground.

3. The Core of the Executive Orders: "Three Arrows"

1. Fast Lane for Grid Connections

   • List power plants with completed environmental impact assessments and shortcut them to the front of the connection queue.

2. Opening Federal Lands

   • Lease vast federal lands managed by the Department of Defense and the Interior for data center sites.

3. Nationwide Clean Water Act Permits

   • Consolidate state water quality permits to ease the "permitting stress" of data center construction.investing.com

4. July 23 "AI Action Day"—Behind the Political Show

The President is scheduled to appear at an AI×Energy rally in Pennsylvania on the same day. Amazon has just announced a $20 billion investment in the state, which is being dubbed the "new AI Rust Belt."investing.com

5. Industry Enthusiasm—#StargateProject and 100,000 Jobs

The "Stargate Project," led by Oracle, OpenAI, and SoftBank, aims to build a nuclear power plant-adjacent mega data center in Texas, creating 100,000 jobs. "Trump intends to redo 'the return of manufacturing' with AI," buzzed a tech podcast.investing.com

6. Opposition and Environmental Groups Strike Back—"Is AI the Second Shale Revolution?"

Politico points out that this is a move to extend fossil fuels, coupled with efforts to reduce renewable energy subsidies. A scenario is emerging where local lawmakers from the renewable energy industry within the Senate Republican Party are beginning to rebel.politico.com

7. Public Opinion Divided on Social Media

On YouTube Shorts, a 30-second clip titled "AI Demands Power, Trump Delivers" surpassed 1.2 million views in 24 hours.youtube.com

8. Expert Perspectives—Risks and Opportunities

• Defense: The security logic of not falling behind China in AI weaponry and quantum communication.

• Climate: AI data centers consume large amounts of cooling water. Nationwide permits are criticized as "ignoring water resources."

• Employment: Is there a dependency on a construction bubble? Concerns are raised about repeating the "empty office problem."

• Technological Innovation: Deregulation supports AI hardware development. However, 'Wired' points out concerns about the hollowing out of safety guidelines.wired.com

9. China's Counter-Move: National Semiconductor 2.0

Semiconductor company "Biren" is preparing for a Hong Kong IPO, and Beijing has just established a $30 billion AI fund. Both the U.S. and China have entered a phase where "the state nurtures AI with power and capital."

10. Epilogue: The Future of "Power Hegemony"

The AI Action Day scheduled for July 23 is not just a ceremony. It's a grand stage that stitches together every layer—generation, transmission, land, regulation, military, and public opinion—with the word AI. Can the U.S. win the bet of "controlling AI with power and outmaneuvering China"? The true test comes after the lights go out in the White House, at the moment when breakers are flipped in substations across the nation.