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AI Infrastructure Spending Could Hit $7 Trillion by 2030

10/2/2025

Summary

AI Investment Surge

Artificial intelligence (AI) infrastructure spending could reach $7 trillion by 2030, with Amazon and Meta investing in centers.
The U.S. grid faces reliability risks from AI demand, estimated at 327 gigawatts.
Constellation Energy plans expanded nuclear capacity, including a Three Mile Island revival for AI data centers.
In the UK, lobbyists push fossil-fuel use for data centers amid energy concerns.

Summary

Texas AI Cooling Initiative

The University of Texas at Arlington leads a DOE-funded project to cut AI data-center cooling energy from 40% to under 5%.
Texas data centers use 25 billion gallons of water in 2025, potentially 2.7% of state usage by 2030.
Texas currently hosts over 400 data centers, with 70 more in development, concentrated in the Dallas–Fort Worth area.
Investments include Wistron Corp.’s $750 million AI facilities and OpenAI’s Project Stargate, tied to a $500 billion commitment by 2025; COOLERCHIPS seeks a mid-2026 proof of concept.

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AI Investment Surge

Artificial intelligence (AI) infrastructure spending could reach $7 trillion by 2030, with Amazon and Meta investing in centers.
The U.S. grid faces reliability risks from AI demand, estimated at 327 gigawatts.
Constellation Energy plans expanded nuclear capacity, including a Three Mile Island revival for AI data centers.
In the UK, lobbyists push fossil-fuel use for data centers amid energy concerns.

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