“INCOMPAS applauds the House Appropriations Committee’s approval of the FY26 Energy and Water Development Act, which recognizes that America’s digital infrastructure and competitive telecommunications markets depend on abundant, reliable, and resilient energy systems.
As our nation races to maintain technological leadership in artificial intelligence and next-generation computing, we cannot afford to fall behind in the energy infrastructure that powers these critical national capabilities. The competitive service providers, hyperscalers, infrastructure players, start-ups, and investors that INCOMPAS represents are building the critical tools that will define America’s economic future. Still, they require massive amounts of reliable power to operate. China understands this equation and is aggressively expanding its energy capacity to fuel its AI ambitions. We must match and exceed their determination.
This legislation’s historic investments in nuclear energy development, including small modular reactors and advanced reactor demonstrations, alongside enhanced grid cybersecurity and resilience measures, directly address the energy demands of our digital economy. The goal of expanding nuclear capacity to 400 gigawatts by 2050 is precisely the kind of bold vision we need to ensure American companies can compete and win in the global AI race.
Furthermore, the bill’s focus on critical minerals extraction and reducing foreign dependencies strengthens the supply chains essential for both energy production and the semiconductor industry that powers our digital infrastructure. Every data center, every 5G cell site, every AI system, and every nascent computing cluster requires secure access to these materials. Our geopolitical competitiveness also depends on it.
Coupled with the White House’s AI strategy, this proposal lays the critical foundation for a comprehensive national framework, one that recognizes energy resilience as the bedrock upon which America’s technological leadership must be built. By securing our energy future today, Congress is enabling a sprint toward an integrated national strategy, one that harnesses our federal leadership and the forces of innovation, capital markets, and competitive telecommunications to ensure American AI dominance for decades to come.
Ultimately, energy resilience drives digital transformation — they are two sides of the same coin. By unleashing American energy diversification, this legislation ensures that innovative competitors can continue disrupting markets, driving down costs, and delivering world-leading services to American consumers and businesses.”
