What the big ‘urgency’ in Microsoft, Anthropic and OpenAI’s electricity pledge shows – The Times of India

What the big ‘urgency’ in Microsoft, Anthropic and OpenAI’s electricity pledge shows – The Times of India

By TOI Tech Desk
Publication Date: 2026-02-12 13:16:00

Major AI firms like Microsoft, OpenAI, and Anthropic are pledging to cover data center electricity costs, anticipating a White House proposal. This proactive move aims to preempt government mandates as AI’s power demand surges, potentially tripling by 2028 and driving up consumer costs. Companies are acting to shape terms before legislation forces their hand.

Three of the world’s biggest AI companies made nearly identical promises within 30 days. Microsoft kicked things off on January 13, pledging to cover the full electricity costs of its data centres. OpenAI followed on January 21. Anthropic joined on February 11. Same playbook. Same month. The reason? A White House draft compact, obtained by Politico, reveals the Trump administration is preparing a voluntary agreement that would require AI companies to pay 100% of new power generation costs tied to their data centres. The companies aren’t leading—they’re getting ahead of the announcement while they still get to set the…