Can the Grid Keep Up With AI Buildout? | Ari Peskoe

Can the Grid Keep Up With AI Buildout? | Ari Peskoe

M
Market Insider
213 Video Views·Jul 11, 2026  #ElectricityRates #Utilities #ElectricityBill

Electric bills are climbing across much of the country while tech companies spend hundreds of billions of dollars a year on new data centers.

In rural Louisiana, a single facility under construction is expected to draw several times the power of the entire city of New Orleans. The question underneath it all is simple: who gets the bill?

The answer is less obvious than it looks, because the system that decides who pays predates AI by a century and was built for a very different kind of growth. What that system does with the cost of one enormous customer is where the pressure on household bills begins.

Ari Peskoe directs the Electricity Law Initiative at Harvard Law School and has spent years studying how the grid gets paid for. He joins us to explain what the data center boom is doing to power prices and why decisions made now will shape household bills for decades.
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00:00 – Intro
02:45 – Where Will the Power Come From?
03:38 – Data Centers Driving Power Demand
05:12 – Who Pays for Grid Expansion?
08:50 – Why Transmission Upgrades Are Costly
11:24 – Will Data Centers Raise Power Bills?
14:32 – Should Data Centers Pay Their Share?
16:03 – Can Data Centers Go Off-Grid?
10:03 – How AI Is Reshaping the Grid
20:58 – Why New Power Plants Take Years
23:55 – Can the Grid Keep Up With AI?
25:55 – What Regulators Need to Fix
27:53 – Data Centers Enter a New Era
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