They have the capital, and are the ones who need the extra generation capacity now. They will share the cost along with the average consumer as EVs take up a larger proportion of total vehicles on the road.
And you are applying this equally across all American industry? The production of chlorine by electrolysis consumes twice as much electricity in America than Google consumes worldwide. But I don't see you up here calling for Olin Chlor Alkali to build nuclear power stations, for some reason. Are you suggesting that the American chemical industry lacks capital?