Trump’s Energy Play Could Kill the AI Boom - Here's Why

Trump’s “Big Beautiful Bill” isn’t just political theater—it’s a full-on rug pull for America’s energy future.

Matt Smith and Bradford Ferguson unpack the Senate’s latest attempt to slash tax credits for solar and wind, right as AI demand and data center buildouts are surging. If this bill becomes law, it could cancel nearly half of all planned renewable projects—and sabotage our shot at leading the AI arms race.

In this episode, we cover:
- Why developers feel betrayed by sudden policy shifts
- How this bill helps coal, gas, and dirty hydrogen
- What it means for electricity prices, industrial growth, and U.S. competitiveness
- And whether the real loser here is the American grid

This isn’t left vs. right. This is energy vs. reality. Watch and decide for yourself.

???? Timestamps:
00:00 – The “Big Beautiful Bill” targets renewable tax credits
01:00 – Why AI + energy = a national security issue
02:00 – What wind and solar developers are losing overnight
03:30 – COD deadlines and why many projects won’t make it
04:40 – Developers: “This is a rug pull”
05:30 – Nuclear, hydrogen, and coal: who wins, who loses
07:00 – Natural gas gets the red carpet
08:00 – Charts show ~40% of renewables at risk
09:00 – Demand from AI/data centers vs. shrinking power supply
10:00 – Electricity prices, competitiveness, and the coming power crunch
11:00 – “This isn’t shooting ourselves in the foot—it’s shooting ourselves in the chest”

???? The U.S. energy transition was already behind schedule. Now it’s being derailed.

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