Which country can sustainably power a 300 GW AI data center? Thus, the U.S. natural gas, nuclear energy, power transmission infrastructure, and data center investments can be read as components of a single strategy. At the same time, rising risks along Middle Eastern sea lanes elevate the geostrategic importance of LNG trade, while the relative security of the Atlantic basin becomes increasingly valuable. I believe the competition over the next 10–15 years will not be solely about AI leadership—it will be about which countries can generate electricity for AI at the lowest cost and highest reliability. AI leadership is increasingly becoming synonymous with energy leadership.