Open Circuit The problem with Trump's AI power pledge
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Mar 6, 2026 A behind-the-scenes look at the White House pledge tying data centers to their own power costs. Three competing models for powering AI are compared: renewables plus long-duration storage, ad-hoc gas builds, and a broad grid modernization mix. The conversation digs into tariff design, utility resistance, and who ultimately pays for AI’s electricity.
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Ratepayer Pledge Is Mostly Political Packaging
- The White House 'ratepayer protection pledge' mainly repackages actions big tech already takes rather than introducing new mandates.
- Hosts argue the pledge is political theater responding to voter anxiety about data centers and rising electricity bills, not a systemic fix.
Bring Your Own Power Changes Tech's Role
- Many tech companies have been investing in community and grid solutions for years; the novel element is asking them to 'bring your own power' as an integrated solution.
- Caroline warns this shifts companies from energy procurement to building power plants and grid assets, a new and difficult role.
Prefer Distributed Batteries Over One Giant Battery
- Use grid-enhancing, distributed solutions rather than single large batteries or behind-the-meter turbines to minimize costs and maximize community benefit.
- Jigar recommends smaller batteries at schools and hospitals instead of a single 300 MW battery next to a data center.