Amid the surge in computing power demand triggering energy anxiety, the U.S. AI industry has launched a milestone energy self-reliance initiative. According to Axios reported on the 25th, several tech giants including OpenAI, Amazon, Microsoft, Google, Meta, xAI, and Oracle are set to sign a formal written document at the White House next week. The document's core commitment is for companies to supply or purchase the electricity needed for AI data centers themselves, aiming to resolve the conflict between AI expansion and public resource allocation at the infrastructure level.

Power grid, electricity, base station

This strategic move has profound implications. As the demand for power by large-scale AI models continues to rise, society's concerns about industrial electricity consumption encroaching on residential shares and causing increased electricity prices have grown. By signing this commitment, these industry leaders clearly state they will take measures such as independent power procurement and self-built energy systems, avoiding transferring the costs of technological development onto ordinary consumers and ensuring that the growth of the AI industry does not come at the expense of people's living costs.

The signing of this commitment marks a new stage in AI competition characterized by "energy autonomy." Giants are leveraging deep investments in nuclear energy, green power, and microgrid technologies to reduce their reliance on traditional utility grids. This is not only a response to the Trump administration's energy infrastructure policies but also an inevitable choice for companies seeking sustainable development paths under regulatory pressure and ESG assessments. The White House meeting next week may set the framework for energy acquisition in global computing infrastructure over the coming years, further promoting the integration of the "AI + Energy" industry chain.