President Donald Trump said during his State of the Union on Feb. 24, 2026 that his administration told major technology companies they must build their own power plants for data centres to protect consumers from rising electricity bills. He gave no company names or implementation details; the White House plans to meet companies in early March, two sources said. Grid operator PJM and firms including Anthropic and Microsoft have proposed measures to limit data-centre impacts.
Key Points
- 1Announces requirement for major tech companies to build dedicated power plants for data centres.
- 2Cites grid limits and rising consumer electricity bills as reason to limit strain and lower costs.
- 3Requires companies to plan generation or controls; practitioners should assess compliance, costs, grid impacts.
Scoring Rationale
Official presidential directive with nationwide infrastructure implications; limited implementation details and enforcement mechanisms remain unclear.
Sources
Public references used for this report.
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