U.S. Datacenter power demand is set to double by 2028.
OpenAI expects its energy use to grow 125x over the next 8 years.
Source: https://www.cnbc.com/2025/09/26/openai-big-week-ai-arms-race.html
Particularly thought this section was interesting:
“Building out 17 gigawatts of capacity would require the equivalent of about 17 nuclear power plants, each of which takes at least a decade to build. The OpenAI team says talks are underway with hundreds of infrastructure providers across North America, but there are no firm answers yet.
The U.S. grid is already strained, gas turbines are sold out through 2028, nuclear is slow to deploy, and renewables are tied up in political roadblocks.”
I check this sub (and other stock ones) a fair amount but I always see one common theme: nuclear. The main concern there is how long it takes for those power plants to build. We can’t wait a decade. I’ve looked into solar and natural gas as well. These seem like the more immediate answers but even then, is the infrastructure even there to support all this demand? Curious if others have looked into other investments to benefit from this.
