Friedberg @ 00:55:00Inconclusive
In the United States, additional electricity generation capacity added to meet AI‑driven demand over the next five years (through ~2030) will be predominantly natural gas–fired, while over the subsequent 5–10 years (through ~2035) nuclear power will become a major component of new capacity serving that demand.
I think on a 5 to 10 year time frame, the answer is probably nuclear, or at least that's a big part of it. But nuclear takes at least five years. Within the next five years, it's probably gas, natural gas.View on YouTube
Explanation
The prediction concerns (1) the mix of new U.S. electricity generation capacity built to serve AI demand over the next five years (roughly 2025–2030) and (2) the mix over the subsequent 5–10 years (roughly 2030–2035). As of the current date (2025‑11‑30), less than a year of the first five‑year window has elapsed, and none of the 2030–2035 window has begun. It is therefore too early to determine whether AI‑driven capacity additions through ~2030 will be predominantly natural‑gas‑fired, or whether nuclear will become a major component in the 2030–2035 period. Early policy moves or project announcements cannot conclusively establish the realized generation mix across those full future windows, so the prediction cannot yet be judged.