US Plans to Pass Energy Costs of AI Data Centers to Tech Companies

The White House is considering shifting the financing of energy generation and grid investments needed to meet the rising electricity demand of AI data centers to technology companies. This step aims to reduce the public burden of infrastructure costs for the rapidly growing AI sector. Under the new model, data center operators are expected to bear costs such as grid connection and capacity expansion. This regulation could directly affect companies, especially those running large-scale AI projects. Officials state that the plan will help accelerate investments in energy infrastructure and improve grid reliability. However, it remains to be seen how technology companies will respond to these additional costs. This is not investment advice.

📊 MSFT — Piyasa Yorumu

▼ down · 60%

The news signals a regulation that could increase the cost of artificial intelligence investments for technology companies. Although MSFT stock is showing a short-term upward trend (RSI 62, MACD positive), such cost increase news may trigger profit-taking. Since technical indicators are not in overbought territory, the decline is expected to be limited. Investors are likely to price this news as a medium-term risk.

RSI 14

62.2

MACD

1.98

24h Δ

1.86%

📊 NVDA — Piyasa Yorumu

▼ down · 60%

The news includes a plan to pass on the energy costs of AI data centers to technology companies. This could increase costs for major tech firms that are customers of AI chip makers like NVDA, and indirectly negatively impact demand for NVDA. Technically, the RSI is at 46.85, in neutral territory, but the MACD is below the signal line and the price is trading below the 20-day moving average. These indicators suggest weak momentum in the short term and a potential bearish trend. Combined with the negative impact of the news, NVDA is likely to experience a decline over the next 1-3 days.

RSI 14

46.9

MACD

1.09

24h Δ

0.64%

📊 AMZN — Piyasa Yorumu

▼ down · 60%

The news indicates that technology companies should bear the energy costs of artificial intelligence data centers. This could create additional cost pressure for major cloud and AI investors such as Amazon. Although the RSI stands at 57 in neutral territory, the MACD and moving averages maintain an upward trend. However, the negative perception created by the news may lead to selling pressure in the short term. Therefore, the short-term outlook is slightly bearish.

RSI 14

57.4

MACD

1.17

24h Δ

2.28%

📊 GOOGL — Piyasa Yorumu

▼ down · 65%

The news signals a regulation that could increase the cost of artificial intelligence investments for technology companies. GOOGL stock already exhibits a technically weak outlook, with the RSI approaching oversold territory at 36, while the price trades below both its 20-day and 50-day moving averages. The MACD line is below the signal line and in negative territory, confirming short-term downward momentum. The negative impact of the news, combined with existing technical weakness, could create additional pressure on the stock. However, the low RSI level suggests that selling may have been somewhat overdone, potentially indicating a possible buying opportunity on a rebound.

RSI 14

36.4

MACD

-1.43

24h Δ

-1.70%

Canlı Grafikler