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Here's the thing about AI and your power bill: right now, it's barely making a dent. Yeah, data centers running these massive language models are power-hungry beasts, but compared to the overall US electricity consumption, we're still talking about a rounding error. The grid hasn't even flinched.
But that's the problem—things are about to change fast. Way faster than most people realize.
Currently, AI workloads account for a small slice of total US electricity demand. Your Netflix binge, your air conditioning, industrial manufacturing—they're still the real juice-pullers. So why would electricity bills already be climbing? Aging infrastructure, natural gas prices, transmission bottlenecks, population growth in hot climates. The usual suspects.
Here's where it gets interesting though. As AI adoption explodes, as every tech company races to build bigger models and train them more frequently, as inference becomes the norm in consumer apps—demand is going to spike hard. We're talking exponential growth in data center power consumption. Some estimates suggest AI could represent 10-15% of total US electricity demand within the next few years.
That's when people will really start feeling it in their monthly bills. Not because AI suddenly appeared, but because the grid's already stressed and now you're adding this massive new load on top. Power companies will need massive infrastructure investments just to keep up, and guess who foots that bill? Consumers.
So yeah, AI isn't the villain in today's energy story. But it's warming up in the bullpen, ready to enter the game and completely change the economics of electricity.