Big Tech Opposes Full Cost Sharing for AI Data Center Grid Upgrades

Amazon, Google, Meta, Microsoft, CoreWeave, Digital Realty and Equinix generally support paying for power facilities built exclusively for their data centers but oppose automatically covering all shared grid upgrades tied to their electricity demand. The dispute centers on “but-for” cost allocation, under which data-center operators would pay for upgrades that would not have been needed without their new loads. The companies’ position conflicts with the White House’s Ratepayer Protection Pledge, issued March 4, which requires new data-center infrastructure costs to be covered by the companies creating the demand.

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