Trump Administration Seeks to Accelerate Grid Access for AI Data Centers

The TRUMP administration is pushing to streamline the connection of new data centers to U.S. power grids, a move that could significantly benefit energy stocks. Energy Secretary Chris Wright has proposed a rule to the Federal Energy Regulatory Commission requiring grid connection reviews to be completed within 60 days—a process that currently can take years.

The initiative targets large AI and cloud data centers, which are driving surging electricity demand nationwide. These facilities require reliable, low-cost power to operate high-performance chips and cooling systems. The administration argues that faster approvals will bolster U.S. competitiveness in AI, cloud computing, and advanced manufacturing.

Wright emphasized the plan's focus on ensuring secure electricity access for major industries. Projects could advance more quickly if they agree to reduce usage during peak demand or add on-site generation capacity—a measure designed to prevent grid overload during extreme weather or high-demand periods.