Top executives from Amazon (AMZN, Financials) and Nvidia (NVDA, Financials) moved to ease growing worries that artificial intelligence data center investments might be hitting a slowdown.
Speaking at an event in Oklahoma City hosted by the Hamm Institute, Kevin Miller, Amazon's vice president for global data centers, said recent chatter about Amazon Web Services scaling back on leases was simply a misunderstanding. “Nothing's changed,” he said, adding that Amazon's long-term growth expectations for AI infrastructure are still firmly in place.
Nvidia's Josh Parker had a similar message. He said fears that newer, more efficient AI technology — like China's DeepSeek — could hurt demand were an overreaction. He called the investor response a “kneejerk” and said Nvidia is still seeing strong growth in AI computing needs.
But while demand for AI keeps climbing, the industry is running into a new challenge: power. Jack Clark, co-founder of Anthropic, said the wave of new AI infrastructure could need around 50 gigawatts of extra electricity in the next few years — about as much as building 50 nuclear plants. He called the scale of the demand “unprecedented.”
To tackle the problem, executives suggested that natural gas could end up playing a major role in powering the next generation of AI data centers.
For investors, the next big question will be how tech giants plan to keep their AI ambitions on track without hitting an energy wall.
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