The next decade will unleash an AI-driven energy supercycle, making domestic energy production critical to preserving America’s technological and economic dominance.
Data centres worldwide will use about 945 TWh of electricity by 2030. That's double today's level, and more than all of Japan uses. AI is the main driver. Power use by AI servers is growing about 30% a year.
12%
of US Energy
US data centres used 4.4% of the country's electricity in 2023. By 2028, that could reach 12%, or up to 580 TWh. That's nearly triple in five years. Most of the new load comes from AI.
10
GW
OpenAI's Stargate project alone is a $500B commitment for 10 GW of AI compute. That's about the output of 10 large nuclear reactors. And it's only one company's plan. The race toward superintelligence runs on gigawatt-scale campuses like this.
13
GW
Amazon, Google, Meta and Microsoft have signed about 13 GW of nuclear deals. About 6 GW of that is new SMR and advanced reactors. Each reactor needs uranium for decades. These deals still cover less than 20% of projected US data-centre demand.
200
tonnes per GW
A 1 GW reactor needs about 200 tonnes of uranium oxide (U₃O₈) a year. Powering 10 GW of AI with nuclear would take about 4.4 million pounds a year. That's more than four times what the US mines today. One AI build-out on that scale could reshape uranium demand.
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