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One of the largest power grids in the US, PJM, just announced its latest capacity auction results, and the market exploded. The rapid expansion of data centers is adding an extra approximately $6.5 billion to electricity procurement costs, and this "energy inflation" is far more severe than expected.
How shocking are the numbers? According to statistics from the independent regulator Monitoring Analytics, for the period from June 2025 to May 2028, the costs related to data centers alone have already reached $23.1 billion. Even more painfully, in the three consecutive auctions since mid-last year, the cost share of data centers has approached 50%—49% of the total $47.2 billion is due to these high-energy-consuming facilities.
The question is, who will ultimately bear these astronomical costs? The power grid infrastructure cannot keep up; aging transmission and distribution systems and generation capacity require huge investments to upgrade. How will these costs be absorbed? Ultimately, they will be passed on to ordinary consumers through electricity bills—yet electricity prices are already outrageously high. No wonder this has become a political hot topic at the state level.
Regulators are starting to push back. State regulatory agencies are demanding that tech companies shoulder more costs and financial responsibilities; last month, the US Federal Energy Regulatory Commission (FERC) also issued regulations requiring PJM to establish new rules to make data center developers pay a "fair share." The PJM region covers a significant area, involving nearly one-fifth of the US population, with a vast impact. The energy cost battle ultimately comes down to who will foot the bill.
AI companies are making a killing, but ordinary people are still footing the electricity bill. That logic is just incredible.
FERC has finally taken action, but it still feels a bit late.
Now tech companies are going to cry, facing enormous cost pressures.
Electricity prices are going to rise again, and my electricity bill😭
Data centers are energy-consuming monsters, tech giants turn and run
All crypto traders are stockpiling energy now, this is good
The American way of cutting the leeks is really impressive
Electricity prices are going to rise again, oh my
AI training is really draining blood, don't say you didn't know
That's why I am optimistic about the nuclear energy sector, someone has to backstop it
50% of the costs are from data centers? Wake up, it's time to regulate these giants
I just want to know how this final bill will be calculated, will it be the tech companies or consumers
Switch to green energy electricity, or it will never end
1. Oh my, big corporations consume electricity and the common people have to foot the bill. Ridiculous.
2. One sentence summary: AI burns electricity, we burn wallets.
3. This is why I've long been skeptical of the traditional energy system.
4. 23.1 billion? That number sounds outrageous. No wonder electricity bills are getting more and more terrifying.
5. Serves them right. Tech giants should bear the costs themselves. Why dump it on consumers?
6. The energy cost war, in the end, it's the ordinary people who suffer.
7. This is true energy inflation, much more real than any CPI data.
8. FERC finally got some brains. They should fine the big corporations to death.
9. The cost accounts for nearly 50% of 23.1 billion. Data centers are basically vampires on the power grid.
10. Electricity prices are going up again, and we're about to get another wave of retail investors cut.
AI expands in a second, electricity bills double—this is truly incredible
It's 2025 and we're still relying on old, broken power grids to support the new economy—what a bizarre logic
FERC finally opened its eyes, let's see how the tech giants play dead
$23.1 billion—why does it all end up in my water and electricity bills
Is this what they call the dividend of innovation? Laughable, where's my dividend?
Data centers are expanding wildly, public electricity bills are skyrocketing—perfect closed loop
Don’t talk to me about technological progress; I just want affordable electricity prices
One-fifth of the population is being coerced—dare to say this isn’t systemic plunder?
Regulators finally stepped in, but these costs have long been passed on to us
Data centers are consuming half of the electricity costs? This is basically a disguised tax.
FERC finally woke up; they should make these tech giants pay more.
Electricity prices are already outrageous, and now they are going to rise again? Oh my God.
Wait, this $23.1 billion will eventually be added to the electricity bill... Ordinary people are being gouged again.
Big tech monopolizes energy costs. I just want to know who is supervising these people.
Half of the procurement costs are caused by data centers. This is too outrageous.
Good grief, using energy as a cash cow? These high-energy-consuming companies need to be properly regulated.
AI data centers are greedily taking everything, passing all the costs onto us. No one can afford this business.
23.1 billion... this number is really outrageous, regulatory authorities have finally had enough.
Basically, big companies are exploiting the system, and the common people are footing the bill. This trick has been played out.
Let me see how long this wave of new FERC regulations can hold them back... maybe just for show.
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231 billion? Oh my, this data center is really a vampire
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Wait, in the end, is it still the ordinary people who foot the bill? Truly outrageous
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Tech companies will have to pay out of pocket now, this is getting interesting
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Energy inflation + soaring electricity prices, workers are going crazy
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FERC has finally taken action, albeit a bit late
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One-fifth of the population affected, this energy crisis is really coming
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Data center costs account for 50%? That ratio is incredible
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So now tech companies have to take the blame, and ordinary people also have to take the blame, truly caught in the middle
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The power grid infrastructure should have been upgraded long ago, but they've been living off old assets
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$23.1 billion? Bro, this number is so outrageous that I'm numb
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Here we go again with rising electricity costs, it’s always like this
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Why does it feel like tech companies are always exploiting loopholes, and regulators can't keep up
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PJM has finally taken serious action this time, let's see how FERC handles it
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$6.5 billion driving up costs... Really? Can it get more expensive?
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We, the common people, have to pay every penny of electricity bills, this is so heartbreaking
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This is why I keep saying that the AI bubble issue is no small matter