Trump says AI will pay its fair share for electricity. Don’t expect cheaper power bills soon.

MarketWatch

by Genna Contino

February 25, 2026

AI-Generated Deep Dive Summary

President Donald Trump’s recent comments during the State of the Union address regarding AI (Artificial Intelligence) paying its fair share for electricity have sparked a heated debate among experts in the energy sector. He suggested that tech companies should take on the responsibility of providing their own power for AI data centers, shifting the burden from the existing grid system. This proposal aims to ensure that these companies bear the costs associated with their high energy consumption, potentially leading to more equitable pricing and resource allocation. However, energy experts caution that the issue is far more complex than it appears. They argue that tech firms cannot simply isolate themselves from the broader electricity grid, which requires significant infrastructure and regulatory oversight. The current system involves shared resources and responsibilities, making it difficult for individual companies to operate entirely independently in terms of power generation and distribution. From a financial perspective, this matter is particularly relevant for investors and stakeholders in the technology sector. If Trump’s proposal gains traction, it could significantly impact the operating costs of major tech companies, especially those with large data centers reliant on AI. Such changes might influence stock valuations and corporate strategies, as companies would need to adapt to new financial and operational challenges. Moreover, this discussion highlights the delicate balance between government policy and market dynamics in the energy sector. While Trump’s comments may aim to promote efficiency and fairness, experts emphasize that a more nuanced approach is necessary to address the technical and economic intricacies involved. The outcome of these discussions could shape the future of both AI development and the energy markets, making it a critical issue for businesses and consumers alike.

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Originally published on MarketWatch on 2/25/2026