The demand for electricity in the United states is gonna go up quite a bit.

Bill Gates: "The demand for electricity in the United states for the first time in a long time is gonna go up quite a bit. It's electric cars, busses...with these AI breakthroughs, all the big AI companies saying: We need to build a lots of data centers. And so if we don't have a nuclear to compliment the wind and sun, the country will fall behind the demand for electricity...things are being electrified, electric cars are getting cheaper, electric buses are gonna out compete other busses, even other forms of transportation will move to electricity. So it takes a desire to build, desire to invest in innovative new approaches and the cost requirement is what lets us say if this can compete with natural gas electricity in the US then it's very competitive around the world because most parts of the world don't have that very cheap natural gas which is the cheapest way to make electricity today."
Source: Face the Nation (YouTube)