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Tech & Innovation·July 15, 2026·1 min read

Sources: multiple GOP governors and large utilities are expected to join Trump's pledge for data center developers to cover their energy use and infrastructure

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If GOP governors and major utilities start formalizing a norm that data centers fully underwrite their own energy and infrastructure, hyperscale economics shift from opex-in-cloud to quasi-utility capex. Operators planning large builds in red states should assume more direct responsibility for generation, transmission, and local infrastructure in their site-selection models.