🟣 EV Daily: US doubles down on data and energy
Five things to know today + future of work.
🏭 Lead story: US doubles down on data and energy
Donald Trump and Senator Dave McCormick unveiled a $70 billion-plus package of private commitments to build and power a crop of new data centres in Pennsylvania and Ohio. Google will pour $25 billion into new data-centre capacity across the Pennsylvania-Jersey-Maryland grid, underwritten by a $3 billion, 670MW hydropower deal with Brookfield, an asset manager, that can scale to 3GW. Blackstone matched the bet with a $25 billion plan to co-locate data centres and gas generation, while CoreWeave pledged $6 billion for an AI-specific campus outside Lancaster. This is industrial policy by other means. Cheap, controllable power—rather than clever code—has become the decisive input for frontier models, and partisan politics is rushing to supply it. By bundling electrons, real estate and job guarantees into a single narrative, Republicans are positioning energy sovereignty as the new logic board of national AI advantage. [Semafor]