The amount of power needed for data centers over the next decade is estimated at like 80+ GW of growth by 2030 which is insane.
It'll either prompt serious investment in small modular reactors and rescuing older nuke plants about to retire, or we'll see a massive build out in gas. These companies want the power to be carbon free, so they're trying to do the former, but we'll see how practical that is. Small modular reactors are still pretty new and nobody knows how successful that will be.
At the end of the day, I feel like this will all crash and burn, but we may end up with some kind of nuclear renaissance. We're also expanding the transmission grid and building more wind, solar, and storage. However, I don't think that alone is going to satisfy the needs of these data centers that want to run nearly 24/7.
Many data center tax breaks have carbon-free energy requirements (to varying degrees). If the pace of building data centers exceeds the ability to provide carbon-free energy, you may see a shift in the location of data centers, away from locations with good incentives and toward locations with the availability of energy regardless of its source.