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"America’s data centre boom has drained the national energy grid and sent electricity bills through the roof. Over the last two years, the cost of guaranteeing electricity in 13 states has exploded from $29 to $330 per megawatt-day - an 830% increase.
Hyperscalers have taken America’s AI energy crisis from forecast to invoice in record time. Today, we find out just how bad it is, why, and what it all means for the markets."
~ Coin Bureau
The United States is facing a significant energy crisis driven by the massive power demands of the artificial intelligence boom, which has seen grid capacity costs in certain regions skyrocket by over 800 percent in just two years. Modern AI models have transitioned from simple text predictors to complex reasoning engines that consume significantly more power, particularly when deployed as autonomous agents in enterprise settings that run around the clock. This relentless demand has overwhelmed traditional power grids designed for predictable peak usage, leading to a shortfall in supply and causing utility regulators to implement new rules to prevent residential consumers from subsidizing big tech's energy consumption. To secure reliable power, tech companies are increasingly turning to nuclear energy and natural gas, while also facing competition from countries like China that possess more integrated and rapidly expanding energy infrastructure. Investors are shifting their focus from chipmakers to the broader energy supply chain, including utilities, cooling technology, and uranium mining, as the bottleneck for AI progress moves from hardware availability to the actual electricity required to keep servers running.
0:00 Intro
1:03 Background
6:38 The Bill Comes Due
10:13 The Regulators Clock In
13:13 The Power Squeeze Continues
17:47 Across the Pond
20:27 2026 Outlook
Source - Coin Bureau Finance YouTube: https://www.youtube.com/watch?v=26oQ1frbgfY
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
