The rapid expansion of AI data centers and rising electricity demand are driving U.S. investment in coal- and gas-fired power generation to levels expected to surpass China for the first time in decades.

The IEA forecasts US coal and gas power plant spending will hit $50 billion in 2025 as AI data center demand pushes fossil fuel investment to multi-decade

US fossil fuel spending is set to surpass China's for the first time in decades. China's GDP growth below 1.0% at 0.1% YES.