“We’re going to be energy dominant like nobody else, and this doesn’t even discuss the electricity for AI plants,” Trump said during the signing. He added that the AI industry will require at least double the electricity the US currently produces.
The council will oversee energy policy across federal agencies, streamline the production, distribution, and permitting processes for energy resources. This move aligns with Trump’s "drill, baby, drill" approach to boosting domestic oil and gas production, which also addresses concerns about rising energy costs from trade wars and tariffs on energy imports.
The demand for electricity from AI companies is already straining the US power grid, with data centers contributing to a national supply shortage. By 2028, tech firms are expected to require as much as five gigawatts of power—enough to supply 5 million homes—posing a significant challenge for the country’s aging infrastructure. Tech leaders have been lobbying the administration for stronger focus on energy needs to meet AI demands.