Trump Highlights Doubling of US Energy Infrastructure Investment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
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Source: Yahoo Finance
- Surge in Energy Demand: Global power usage by data centers is projected to rise from 55 gigawatts to 84 gigawatts by 2026, highlighting the immense energy requirements of the AI sector and making infrastructure development a critical driver of economic growth in the US.
- Accelerated Infrastructure Development: President Trump noted that steel production is “doubling and tripling” and factory construction is up 41% year-over-year, indicating a rapid increase in infrastructure investment to meet the demands of AI development, thereby reinforcing the US's leadership in the global tech landscape.
- Nuclear Energy Investment Outlook: Trump announced plans to add 300 gigawatts of nuclear capacity by 2030, with the nuclear sector expected to evolve into a $10 trillion market, reflecting the profound impact of AI and electrification on energy structures and accelerating the growth of renewable energy.
- Rising Electricity Costs: Since January 2025, residential electricity costs have risen by approximately 13%, indicating that the consumption of power by AI data centers is increasing the financial burden on consumers, prompting both government and corporate leaders to seek new electricity production solutions to address future challenges.
Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 294.69 USD with a low forecast of 250.00 USD and a high forecast of 340.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
47 Analyst Rating
46 Buy
1 Hold
0 Sell
Strong Buy
Current: 234.340
Low
250.00
Averages
294.69
High
340.00
Current: 234.340
Low
250.00
Averages
294.69
High
340.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
