Michael Burry to Donald Trump: This is the only hope to 'keep up with China'

One of America’s biggest investor Michael Burry who is known for predicting the mid-2000s housing bubble has now urged the US President Donald Trump and Vice President JD Vance to fast-track a $1 trillion nuclear power and grid expansion plan. In a post on social media platform X (formerly known as Twitter) Burry argued that deploying small nuclear reactors nationwide and building a hardened national grid is the only way for the US to meet the increasing electricity demand which is driven by artificial intelligence. Burry also feels that this is only way in which we canhope to keep up with China, stressing that abundant energy is important for long-term national security and managing US debt.

“If had the ear@JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune, I would ask them to take a trillion dollars (since trillions just get thrown around like millions now) and bypass all the protests and regulations and dot the whole country with small nuclear reactors, while also building a brand-new, state-of-the-art grid for everyone. Do this as soon as possible and secure it all from attack with the latest physical and cybersecurity; maybe even create a special Nuclear Defense Force that protects each facility, funded federally. This is the only hope of getting enough power to keep up with China, and it is the only hope we have as a country to grow enough to ultimately pay off our debt and guarantee long-term security, by not letting power be a limiting factor on our innovation,” wrote Burry.

AI boom fuels energy concerns

The comments made by Burry come as AI data centers and advanced manufacturing facilities drive unprecedented electricity demand. The US power consumption is also projected to increase by 2.6% annually through 2030. Analysts also warn that shortages could lead to constrain innovation and economic growth.

Daniel Newman CEO of Futurum Group echoed Burry’s concerns. Newman said regulatory hurdles are the biggest obstacle to sustaining the AI revolution. “Four words about AI that I never planned to say: Michael Burry is right,” Newman posted, adding that regulation is the “single biggest bottleneck” to achieving AI ambitions.

He dismissed fears of an AI bubble, arguing demand is real but power constraints threaten progress. “We cannot energize the data centers we will need … if we don’t speed up the buildout of energy and remove the mass of regulation that slows ‘breaking ground,’” Newman said.

Elon Musk has previously predicted that solar power will ultimately dominate global energy supply, calling it “by far the biggest source of power for civilization.” Meanwhile, venture capitalist Chamath Palihapitiya warned that grid strain could cause electricity prices to double within five years.

Nvidia CEO Jensen Huang has also cautioned that AI’s long‑term growth will be limited not by chips, but by access to electricity.