Global energy investment is shifting rapidly to meet surging demand for reliable, carbon‐free power to run AI and data centers. The IEA forecasts ~4,600 GW of added renewable capacity 2025–2030—about 80% from solar PV—with offshore wind adding ~140 GW, and renewables set to overtake coal by end‐2025 or mid‐2026; renewables are projected to supply over 90% of electricity demand growth and reach ~45% of generation by 2030. Corporates are locking 24/7 clean supply: NextEra and Google (Oct 27, 2025) agreed to restart Iowa’s 615 MW Duane Arnold nuclear plant under a 25‐year PPA, targeting a Q1 2029 return. Expansion of long‐duration storage (Form Energy 500 MW annual iron‐air capacity by late 2025; CAES with ~15% experience rates) and policy fixes on permitting and tax credits are now urgent to enable this transition.