As tech companies tout their plans for massive new data centers, consumers are increasingly worried the AI-driven gold rush will ultimately drive up the price they pay for electricity, according to a new survey.
The report, commissioned by solar installer Sunrun, found that 80% of consumers are worried about the impact of data centers on their utility bills.
Consumers’ concerns aren’t unfounded.
Electricity demand in the United States held steady for over a decade, according to the U.S. Energy Information Administration (EIA). Over the last five years, commercial users including data centers and industrial users began drinking more deeply from the grid, with annual growth rising 2.6% and 2.1%, respectively. Meanwhile, residential use only grew by 0.7% annually.
Data centers today consume about 4% of the electricity generated in the United States, more than double their share in 2018. By 2028, consumption is forecasted to rise to 6.7% to 12%, according to Lawrence Berkeley National Laboratory.
Generation has managed to meet demand thanks to a surge in new capacity from solar, wind, and grid-scale battery storage. Big tech companies have been inking large deals for new utility-scale solar, in particular, attracted by the energy source’s low cost, modularity, and speed to power. Solar farms can start delivering power to data centers before they’re completed, and a new project typically takes around 18 months to complete.
The EIA expects renewables to dominate new generating capacity through at least the next year. The trend likely would have extended beyond 2026, but experts predict a Republican repeal of key parts of the Inflation Reduction Act will hamper the renewables’ growth.
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Meanwhile, natural gas, another source of energy favored by data center operators, hasn’t met the moment. Production has been rising, but most of the new supplies have gone toward feeding exports rather than the domestic market. Consumption by electricity generators rose by 20% between 2019 and 2024, while exporters consumed 140% more.
New natural gas power plants won’t be ready in time, either, since they take around four years to complete, according to the I …