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Trump EPA Proposes Faster Permitting to Speed AI Infrastructure Buildout

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The Environmental Protection Agency (EPA) under President Donald Trump unveiled a proposal on Tuesday to accelerate permitting for AI-related infrastructure, allowing companies to begin construction of certain facilities before receiving Clean Air Act air permits.

Key elements of the proposal

  • Early construction allowance: Firms could start building parts of projects not directly tied to emissions before permits are finalized.

  • Target facilities: Power plants, manufacturing hubs, and data center infrastructure.

  • Objective: Reduce permitting delays that have long been cited as barriers to large-scale projects.

EPA Administrator Lee Zeldin said:

“For years, Clean Air Act permitting has been an obstacle to innovation and growth. We are continuing to fix this broken system.”

Context

  • The proposal follows the EPA’s “Powering the Great American Comeback” initiative launched six months ago, prioritizing power generation for AI-driven data centers.

  • The U.S. and China remain locked in a tech arms race, with AI development central to both economic and national security ambitions.

  • Rapid AI adoption is fueling surging demand for power, putting pressure on utilities and grids nationwide.

Regulatory background

  • Under the New Source Review program, companies cannot normally begin construction of major facilities before securing air permits.

  • The Trump administration is pushing a deregulatory agenda, including repeals of scientific and legal bases for greenhouse gas regulation — a move widely criticized by environmentalists.

Implications

  • Supporters argue the change will fast-track AI infrastructure, critical for U.S. competitiveness.

  • Critics warn it could weaken environmental safeguards and increase pollution risks while AI-related energy demand skyrockets.

Nebius Signs $17.4 Billion AI Infrastructure Deal With Microsoft

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Nebius Group (NBIS.O) announced on Monday a five-year agreement with Microsoft (MSFT.O) to provide GPU infrastructure capacity, a deal valued at $17.4 billion that could expand to $19.4 billion if additional services are acquired. The news sent Nebius shares surging more than 47% in after-hours trading.

The partnership highlights the escalating demand for high-performance AI compute as tech giants race to secure infrastructure for training and running advanced models. Under the deal, Microsoft will gain access to Nebius’ dedicated GPU infrastructure from a new Vineland, New Jersey data center starting later this year.

Nebius specializes in offering AI cloud services powered by Nvidia GPUs, combining computing, storage, management tools, and in-house designed hardware to support AI developers. CEO Arkady Volozh said the deal is not only financially significant but also positions Nebius for accelerated AI cloud growth from 2026 onwards.

Microsoft already stands as the largest customer of CoreWeave (CRWV.O), another AI infrastructure provider. The Nebius agreement suggests the company is broadening its supply chain to mitigate risks as hyperscaler demand grows.

Amsterdam-based Nebius was formed after the split of Russian tech giant Yandex, and has been expanding rapidly into the U.S. and European AI infrastructure markets.

Broadcom Projects Strong AI Growth for Fiscal 2026 With $10B Customer Win

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Broadcom (AVGO.O) forecast a sharp improvement in artificial intelligence revenue for fiscal 2026 after securing more than $10 billion in AI infrastructure orders from a newly signed customer, CEO Hock Tan announced Thursday. The news boosted shares by 4% in after-hours trading, as investors cheered both the order and Tan’s commitment to remain at the helm for at least another five years.

Earlier this year, Tan hinted at four potential new partners exploring custom chip development with Broadcom. One has now placed a firm order, officially joining its roster of clients. While Broadcom did not disclose the name, analysts see the deal as another sign of cloud giants seeking alternatives to Nvidia’s dominant but costly GPUs.

Broadcom has positioned itself as a key enabler of generative AI, designing custom silicon to help hyperscalers overcome performance bottlenecks. “Custom offerings for cloud giants are well-positioned as Big Tech races to push model training and inference forward,” said Emarketer analyst Jacob Bourne, noting that while Nvidia remains the default choice, bespoke chips offer niche performance advantages.

The company’s AI revenue grew 63% to $5.2 billion in the third quarter ended August 3 and is projected to rise to $6.2 billion in Q4. Broadcom has also expanded its portfolio with new networking products, including the Tomahawk Ultra and next-generation Jericho chips, both aimed at accelerating AI computing workloads.

Despite booming AI demand, Tan acknowledged softness in the company’s non-AI semiconductor units, particularly in enterprise networking and service storage. Even so, Broadcom guided for fourth-quarter revenue of about $17.4 billion, above Wall Street’s estimate of $17.01 billion.

Broadcom shares have gained nearly 82% since April, extending a threefold surge over the past two years, while Nvidia stock is up 27% in 2025.