US President Donald Trump rejects fears of an inflating AI bubble, saying that failure to secure the needed infrastructure to develop artificial intelligence is his real concern.
In an impromptu interview, Trump noted that competitive urgency — not valuations or spending — is the defining risk for nations and companies.
He says AI is a new industrial platform, comparing its strategic importance to past digital revolutions and warning that those without sufficient infrastructure risk being left behind.
“Everybody wants AI because it’s the new internet. It’s the new everything. It’s one of the biggest things anyone’s ever seen. So everyone wants it. The only problem is if you don’t get it.”
Trump ties AI dominance to national energy capacity, suggesting that production constraints and power generation are now core elements of the technology race.
“In order to get it, you have to be able to produce tremendous amounts of electricity. And we’re allowing them to produce and make their own electricity. This way, they don’t have to rely on the government.”
He emphasizes that AI compute demand is spawning breakthroughs in next-generation power systems and grid-level innovation, claiming private firms are moving faster than traditional utilities.
“By the way, they’re making electric plants that are so sophisticated and so incredible, so much beyond that those companies that make and service electricity…. do it well. It’s almost a revolution in the making of electricity, the level of sophistication.”
Asset management titan Brookfield echoes Trump’s sentiment about the AI arms race. CEO Bruce Flatt warned that countries staying on the sidelines will be left in the dust.
“That’s what America’s figured out first. That’s what this, with the administration, that’s what the deal we just did with them is, and there’s going to be a number more, because we need power and we need AI data centers in America, and every country needs them. And if you don’t have it, you’ll be behind.”
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