The Trump administration is set to impose a significant policy shift on America's largest electricity grid this Friday. The push aims to require major technology companies to finance new power generation facilities directly. This move reflects growing pressure on the tech sector—already grappling with skyrocketing energy demands from AI infrastructure and data centers—to shoulder more of the burden for grid expansion. The policy could reshape how energy costs are distributed across the industry and potentially impact the economics of large-scale computing operations going forward.