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AI data centers have added $29-$30 billion in grid capacity costs over recent auctions, accounting for 46% of total capacity charges and driving significant increases in residential electricity bills across multiple states. Residents in PJM-regulated areas could see monthly increases of $15-$20, with states like Illinois experiencing 28% year-over-year price increases, while voluntary pledges from data center operators lack legal enforcement to protect consumers. Twenty-seven states are now advancing laws requiring data centers to independently fund their own grid expansion infrastructure.
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