GE Vernova has outlined a policy framework designed to meet growing AI and data centre power demands in the US, in line with President Trump’s AI goals
GE Vernova has developed a policy roadmap to address the energy requirements necessary to support US President Donald Trump's AI initiatives in the US.
Its roadmap comes in response to the Executive Order signed by President Trump on 23 January titled 'Removing Barriers to American Leadership in Artificial Intelligence', which was designed to signal a shift towards deregulation to promote innovation in the technology sector.
The Executive Order emphasises the need to “develop AI systems that are free from ideological bias or engineered social agendas” and states that “with the right government policies, we can solidify our position as the global leader in AI.”
Trump mandated that senior officials and relevant organisations must develop an Artificial Intelligence Action Plan within 180 days of him signing the order.
Following this, the White House encouraged private sector organisations, industry, state, local and tribal governments and academia to provide input on actions necessary to achieve the AI Action Plan.
Finding solutions for AI power requirements
GE Vernova is eager to highlight how AI and data centre growth will play a critical role in shaping the future of Trump’s plan.
“The data is clear that AI and data centre growth has the potential to be a massive driver for economic growth and competitiveness in the near and long term,” says Roger Martella, Executive Vice President and Chief Corporate Officer at GE Vernova.
“That's why it's critical the US put in place smart, pragmatic policies that lay the foundation for the power needs to support that growth, encourage investments and create regulatory frameworks to support critical infrastructure development and accelerate progress.”
GE Vernova, the only US-headquartered manufacturer of energy technology across all energy sources and grid systems, has identified four energy priorities that it believes should form the core of the AI Action Plan.
These include:
Dispatchable Energy
Grid Readiness
Behind the Meter Systems
Innovation
The company is involved in powering data centres and adopts the approach of using cleaner and more modern technology like gas turbine innovations to make their operations more efficient and sustainable.
Likewise, it seeks to accelerate the global energy transition by electrifying and decarbonising the electric power sector, offering products and services for power generation, wind energy and grid solutions.
The future of powering AI data centres
The policy document from GE Vernova emphasises that, in order to address future AI and data centre needs, a robust and healthy grid infrastructure is critical. It recommends the fast-tracking of key transmission and interconnection approvals to keep pace with growth and ensure power delivery to future AI development hubs.
It also advocates for government support for the manufacturing of critical components and equipment for the power sector.
Behind the meter systems, which generate and use energy on-site through methods such as solar or battery storage, are presented as an additional approach to supporting AI and data centre expansion.
GE Vernova states in its roadmap that finding alternatives beyond grid reliability and generation will require streamlining permitting rules and creating flexible models for partial or future grid participation from data centres.
It highlights that a “focus on energy innovation within the AI and data centre race is also important to another imperative – the global deployment of US energy technology.”
The roadmap notes that addressing the global data centre and AI competition is a key geopolitical and economic goal.
It also identifies opportunities for public-private partnerships in areas including the deployment of US nuclear small modular reactors, carbon capture technology and grid software, which it says “will help meet the needs of AI and data centres while enabling a secure US energy system.”
GE Vernova has already committed to investing US$600m in domestic manufacturing, which it expects will create 1,500 jobs.
The company says: “Ensuring the energy and electricity feeding the data centres is provided with US technology should also be seen as a geopolitical and economic imperative. Success in both efforts is possible.”
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