Major shifts are coming to how tech giants handle infrastructure costs. According to recent policy directions, large-cap tech companies—particularly those operating massive data centers—face mounting pressure to absorb their own power consumption expenses rather than passing costs upstream to consumers. This move targets the massive electric bills accumulated by AI and cloud computing operations. For data center operators, this fundamentally changes the economics of expansion. Companies like Microsoft are preparing substantial adjustments starting this week to restructure their utility arrangements. The shift reflects broader concerns about energy costs being embedded in consumer utility rates. For the crypto and blockchain sector, where energy consumption remains a hot-button issue, this policy development sends clear signals: major infrastructure players can no longer externalize their power-related expenses to the public grid.