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Tue, Jul 29

NEWS: Who Pays? AI Boom Sparks Fight Over Soaring Power Costs

Utilities want Big Tech to cover more of the cost to power their AI boom, and regulators are starting to agree. (WSJ)

  • Ohio and other states are now requiring data center developers to pay more for grid connections. Tech firms say they’re willing to chip in, but they balk at covering infrastructure that benefits the broader grid.

  • Zoom in: Dominion alone expects to invest $40B in grid upgrades over five years to handle massive data center demand in Virginia, where AI workloads have driven power requests to 40 GW.

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