To avoid political backlash and waits of up to four years for grid connections, tech companies are already building their own power supplies for many new data centers.
Nearly three-quarters of planned generation equipment for data centers is natural gas fired, according to energy research firm Cleanview, which is tracking 56 GW of projects across the US.
Wednesday’s pledge would see tech companies expand these efforts to prevent higher power costs being pushed on to customer bills.
Josh Price, director of energy and utilities at strategy firm Capstone, said Big Tech was “trying to push back against the narrative that they’re the bad guy.”
But the boom in data center building is already pushing the limits of the supply chain for power generation, making it difficult for companies to meet their commitment to Trump.
Competition for gas turbines is fierce, with waits as long as seven years for new orders.
Turbine-maker GE Vernova said it would expand production by 25 percent, and Mitsubishi Power announced…