Mark P. Mills is founder and executive director of the National Center for Energy Analytics and author of “The Cloud Revolution.”

In his State of the Union address last month, President Donald Trump said tech companies “have the obligation to … build their own power plants as part of their factory, so that no one’s prices will go up.” A week later, tech executives attended a White House ceremony to sign a pledge to pay the full cost of their energy requirements, including new power plants. It’s an effective endorsement of something that has already started: private electricity grids.