AI Data Centers Drive 76% Electricity Price Spike Across America's Largest Grid

Minds, Bodies, and Terawatts · Jun 16, 2026 · 3m · transcript

Federal watchdog Monitoring Analytics found AI data centers caused a 76% wholesale electricity price increase in PJM Interconnection, which serves 13 states plus D.C. The capacity auction price rose tenfold in two years to $329/MW-day. Congress has over a dozen bills to force tech companies to pay, Oregon already passed a law, and Google signed the first hyperscaler-funded virtual power plant deal.

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