Overview

• Amazon's Kevin Miller and Nvidia's Josh Parker confirmed strong, sustained demand for AI data center construction during a conference in Oklahoma City.
• Miller refuted speculation about paused Amazon Web Services data center leases, calling such claims misinterpretations.
• Nvidia dismissed concerns over China's DeepSeek AI model, describing investor reactions as overblown and reaffirming rising compute and energy needs.
• Anthropic's Jack Clark projected that 50 gigawatts of new power capacity—equivalent to 50 nuclear plants—will be required by 2027 to meet AI energy demands.
• Tech and energy leaders at the Hamm Institute event highlighted a growing consensus around natural gas as a near-term solution for AI's unprecedented energy needs.