Signal US, China and EU energy policies diverge as AI power demand grows

Summary

The report compares national energy policies of the US, China and the EU as competition to secure energy for AI intensifies. The second Trump administration is scaling back renewables, returning to fossil fuels and nuclear power, cutting renewable tax credits and pursuing nuclear modernisation and deregulation. China is signalling a large state-led expansion of renewable energy, prioritising large-scale development and deployment of wind and solar power. The EU is strengthening energy independence on the basis of the European Green Deal and REPowerEU. Global big tech companies such as Microsoft and Google have also set carbon-neutral goals for data centre operations and are expanding their use of renewable energy.