Episode

The problem with Trump's AI power pledge

Podcast
Open Circuit
Published
Mar 6, 2026
Duration seconds
3547
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https://traffic.megaphone.fm/PSMI2801876450.mp3?updated=1772758012
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Markdown
/podcast/open-circuit-7200997/the-problem-with-trump-s-ai-power-pledge.md

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Summary

The politics of AI and electricity came to the White House this week. On Wednesday, the biggest tech companies in the world — Amazon, Google, Meta, Microsoft, OpenAI, and Oracle — gathered in Washington to sign what the administration is calling a “ratepayer protection pledge.” The promise: data centers will pay for their own power and grid integration costs. But is anything actually changing? Or is it just political theater? This week, we’ll look at the politics and intention of the announcement, along with some real-world models emerging for powering the AI economy. In Minnesota, Google is pulling together a package of renewables, long-duration storage, and distributed batteries for a planned data center. In Mississippi, xAI continues to build unpermitted gas engines and explicitly flouting air quality regulations. And the Energy Department is also backing a grid modernization project that includes gas, nuclear, batteries, hydropower, and transmission upgrades. Three models. Three very different bets on what the future of AI power looks like. Which one wins out? And more importantly, who pays? Want to watch this episode? Subscribe to our YouTube channel. Ready to accelerate your career in clean energy? Yale’s Financing and Deploying Clean Energy Certificate is a fully online, 10-month program built for working professionals. It delivers real-world skills in clean energy policy, technology, project finance, and innovation — all in just five hours a week. Enroll here and use the discount code OpenCircuit26 on your application to save $500 on tuition. Applications close April 20, 2026. Explore the new era of AI innovation in the fifth season of Where the Internet Lives, an award-winning podcast from Google and Latitude Studios. Follow and listen to Where the Internet Li…