Trump declares a grid emergency to protect the AI boom and may slow it down instead
· Source: startupfortune.com
In short
Executive Order 14420, signed on August 26, declares a national emergency over foreign-made equipment in the U.S. bulk-power system and lets the Energy Department block transactions involving gear from countries deemed security threats, including equipment already installed on the grid. Because China supplies roughly 60% of installed U.S. grid batteries and about 40% of 2025 inverters, BloombergNEF says more than 23 gigawatts of battery storage projects now risk delay or cancellation while developers wait for rules due December 24. The order targets the exact storage and inverter hardware utilities need to serve fast-growing AI data center demand, which Gartner projects will reach 133 gigawatts in 2026.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: data centers, grid storage, batteries, executive order, supply chain, power demand