US energy projects face headwinds from policy fog—investors hesitate when rules keep shifting. Yet there's a twist: AI's explosive appetite for electricity keeps wind and solar prospects bright. That's the take from Engie's top exec, Jean-Pierre Clamadieu. Uncertainty chills capital flows, sure. But data centers and machine learning infrastructure? They're burning through power like never before, propping up renewable build-outs even as regulatory clarity stays elusive. Two forces collide: political wobble versus tech hunger. For now, the latter's winning.