Several key tech companies signed a nonbinding pledge at the White House on Wednesday that the Trump administration claims will ensure that tech companies do not pass the cost of data centers on to consumers’ utility bills.
The ruling has put at risk what had been, until recently, a meaningful new stream of federal income. Trump’s original IEEPA tariffs—which included rates as high as 20% on Chinese goods, 15% on EU imports, and 50% on Brazil—were generating significant customs receipts that fiscal analysts had factored into deficit projections. The Congressional Budget Office’s February 2026 baseline included that revenue; the Supreme Court’s decision effectively erased it.
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