Kevin O’Leary warns U.S. data center buildout is key to outpacing China in AI

U.S. political and business figures are pressing to accelerate data center construction as competition with China in AI intensifies. The article cites a Trump executive order aimed at speeding federal permitting and a request from Sen. Tom Cotton for an investigation into potential foreign influence targeting U.S. data center policy. Kevin O’Leary and Nvidia CEO Jensen Huang point to a widening gap in construction speed between the two countries, describing data centers as core infrastructure for training AI systems. It adds that the narrative reinforces expectations for demand in AI computing hardware, while noting no new orders, capacity changes, or earnings figures were disclosed.