tech

February 25, 2026

The White House wants AI companies to cover rate hikes. Most have already said they would.

Many of hyperscalers have already made public commitments in to cover electricity cost increases.

The White House wants AI companies to cover rate hikes. Most have already said they would.

TL;DR

  • AI data centers have contributed to a more than 6% increase in average national electricity prices over the last year.
  • President Trump stated that major tech companies have an obligation to provide for their own power needs, suggesting they build their own power plants.
  • Microsoft, OpenAI, Anthropic, and Google have made public commitments to cover the electricity costs associated with their data centers.
  • The White House is planning a formal pledge signing event for tech companies at the White House.
  • Concerns remain about the practical execution of these commitments, potential environmental impacts of on-site power plants, and supply chain stresses.

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