In Short : Tech behemoths like Google, Amazon, and Microsoft are part of the Data Center Coalition, which is pleading with U.S. Treasury Secretary Scott Bessent to maintain the current federal tax credit regulations for wind and solar energy incentives. They caution in a letter dated August 4 that stricter regulations might impede the quick expansion of clean-energy capacity, which is necessary to support power-hungry industries like artificial intelligence. According to analysts, the proposed changes could jeopardize renewable resource-dependent infrastructure by costing the United States up to 60 GW of planned solar capacity by 2030.
Market Trends and Forecasts
Instead of just investing a certain percentage of project costs to maintain eligibility for tax credits, developers would have to start physical construction—such as installing racking or grounding solar panels—under the proposed changes outlined in the Trump administration’s “One Big Beautiful Bill.” This change provides a brief reprieve for smaller distributed systems, such as rooftop solar systems, while focusing on larger projects.
According to Clean Energy Associates, data centers and other commercial entities may find it more difficult to pursue renewable power if these revised criteria eliminate up to 60 GW of planned solar capacity.
Strategic Consequences for the Technology Industry
With data centers using enormous and increasing amounts of electricity—some estimates suggest they could account for up to 12% of U.S. power use as early as 2028—tech infrastructure is becoming more and more reliant on clean energy.
Without these subsidies, developers might turn their attention to non-renewable resources that are more dependable but emit more emissions, which would undermine investments in sustainable development and slow the shift to clean technology. Spending on efficiency-boosting storage hybridization, smart grid integration, and solar system design drawings may also decline as a result. As clean energy gains traction in capital markets, tech companies are becoming more and more important drivers of solar demand. They are anchor purchasers of large-scale systems and even propellers of the solar industry’s share price momentum.
The Bottom Line
The Coalition’s lobbying identifies a crucial turning point: changes to policy that reduce clean energy incentives may impede the growth of solar energy and jeopardize the infrastructure of renewable resources required to sustainably power contemporary economies. Maintaining subsidy stability is essential for long-term growth, energy sovereignty, and climate resilience—particularly as AI spreads and computation demands increase.
