BYOP: Bring Your Own Power

President Donald Trump delivers his State of the Union address, Tuesday, February 24, 2026, on the House floor of the U.S. Capitol in Washington, D.C. (Official White House Photo by Daniel Torok)

The Trump administration is working with big tech companies to ensure that they bring their own power to grids where they are building energy-hungry data centers. He addressed the issue during his State of the Union address, unveiling the Rate Payer Protection Pledge.

Vice President JD Vance addressed the administration’s plan in a speech in Wisconsin.

Tech company leaders will meet with President Trump at the White House in early March to sign the Rate Payer Protection Pledge, according to White House spokeswoman Taylor Rogers who told Fox News Digital, “Major Tech companies will join President Trump at the White House next week to formally sign the Rate Payer Protection Pledge that he announced during his historic State of the Union address. Under this bold initiative, these massive companies will build, bring, or buy their own power supply for new AI data centers, ensuring that Americans’ electricity bills will not increase as demand grows. President Trump is committed to ensuring American AI dominance while simultaneously lowering costs for working families.”

Action Line: The reality is that hyperscalers will need massive new energy production that can’t be delivered with renewable energy sources, so they will have to give up virtue signaling with green energy. Logically, that could lead to a future nuclear renaissance, but in the meantime, that likely means more natural gas power production, and maybe even more coal power production. Read more about data centers and the revolution in American power being driven by their deployment in the links below. And click here to subscribe to my free monthly Survive & Thrive letter.