A report released Tuesday by Wood Mackenzie Ltd. indicates that U.S. spending on power generation equipment for data centers could reach $65 billion by 2030, a significant increase from $2.6 billion last year. This rapidly growing sector is expected to capture the largest share of the total power generation equipment market. Total U.S. data center capacity is projected to reach 110 gigawatts (GW) over the same period, while total national spending on power plant equipment may climb to $215 billion. This remarkable growth trajectory reflects a massive expansion of U.S. computing systems, with the Trump administration framing the race to deploy artificial intelligence systems as a matter of national security. In 2020, data centers accounted for less than 2% of the electricity equipment market, but these high-energy-consumption facilities are forecasted to drive a 68% increase in total load by 2030. The report notes, "The sheer scale of planned development underscores the urgency. Even accounting for anticipated project attrition, grid-connected data center capacity is still expected to grow nearly fourfold over the next four years." Furthermore, ripple effects from power supply bottlenecks are already evident at the market level, with rising energy costs becoming a focal point for the industry chain. Data from PJM Interconnection, the largest U.S. grid operator, shows that the intensive expansion of data center clusters has led to an additional approximately $6.5 billion in power supply procurement costs. Faced with growing energy inflation pressures and infrastructure gaps, tech giants like Meta Platforms Inc. (META.US) and Alphabet Inc. (GOOGL.US) are adjusting their capital expenditure strategies. Meta alone has raised its 2025 capital expenditure forecast to over $60 billion, with a focus on AI-related infrastructure. To ensure computing centers can be delivered on schedule, these companies have committed to the White House and relevant regulators that they will directly fund the expansion and modernization of the power system, aiming to avoid passing on the costs of large-scale infrastructure to ordinary residents' electricity bills. Against this backdrop, the shift in energy strategy is profoundly altering the U.S. clean energy transition path. Due to an aging grid and extended delivery cycles for critical equipment like transformers and generators, power supply has become a "hard constraint" limiting AI development. The report found that approximately 600 GW of proposed data center projects are still securing power supply arrangements, while only 183 GW of projects have signed construction or power supply agreements with utility companies. To bridge the substantial electricity gap, some tech giants, while adhering to carbon neutrality goals, are resorting to restarting natural gas power generation, extending the lifespan of nuclear power plants, and even exploring cutting-edge technologies like space-based solar power to secure stable electricity. Analysis from investment firms like Goldman Sachs points out that the focus of AI investment has clearly shifted from software and chips to the physical power supply chain. This computing-driven infrastructure rebuild is set to reshape the competitive landscape of the energy consulting and utility industries and will have a profound impact on the future U.S. energy mix.