
Will data centers in the U.S. actually inflate your electric bill?
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AI data centers push U.S. electricity costs higher, Goldman projects
Goldman Sachs warns that rapid expansion of AI-focused data centers is a major contributor to recent and projected electricity demand growth, driving notable wholesale and retail power price increases through 2027 and easing in 2028. The pressure is uneven: concentrated buildouts have spurred local political pushback and roughly $64 billion of delayed projects, raising financing and underutilization risks that will shape who ultimately bears higher bills.
UK grid operator warns that very large data centres could raise energy bills
The chief executive of the UK’s electricity system operator warned that ultra-high-power, inflexible data‑centre campuses can increase wholesale and balancing costs unless they are sited where the system already has flexibility. He urged concentrating the very largest users — those drawing around 1 GW — near locations where renewables are often curtailed or where operators can absorb variable output, while noting developers and regulators can also blunt impacts through bespoke connection arrangements and demand‑side measures.


