What is Going On with AI and Data Centers in the US?

The AI boom has supercharged America’s data center industry, turning what was once a steady infrastructure play into one of the fastest-growing drivers of electricity demand in the country. Hyperscalers and AI startups are racing to build massive facilities packed with GPUs that devour power at unprecedented rates. From rural Texas fields to Virginia’s “Data […]

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AI Buildout Drives 76% Power Bill Jump on Largest US Grid – But Is AI the only Reason for Higher Prices?

Power prices on the largest electric grid in the United States — PJM Interconnection, which serves 13 states and the District of Columbia — jumped a staggering 76% in the first quarter of 2026. Wholesale power averaged $136.53 per megawatt-hour (MWh), up from $77.78/MWh in the same period of 2025, according to the grid’s independent […]

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NERC Issues Alert on Data Centers Threatening Grid Stability

The North American Electric Reliability Corporation (NERC) has issued a rare Level 3 Essential Action Alert—its highest-urgency notification—warning that the explosive growth of data centers, particularly those powering AI training, cryptocurrency mining, and traditional computing loads, is introducing new risks to the bulk power system. Issued on May 4, 2026, the alert highlights “customer-initiated large […]

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