# AI Is Now on Your Power Bill

Page: https://stenobird.com/podcast/ypo-technology-network-ai-brief-7728971/ai-is-now-on-your-power-bill
Text version: https://stenobird.com/podcast/ypo-technology-network-ai-brief-7728971/ai-is-now-on-your-power-bill.md
Podcast: [YPO Technology Network AI Brief](https://stenobird.com/podcast/ypo-technology-network-ai-brief-7728971)
Published: 2026-07-03T10:00:00+00:00
Episode link: https://rss.com/podcasts/ypo-technology-network-ai-brief/2959320
Audio file: https://content.rss.com/episodes/382927/2959320/ypo-technology-network-ai-brief/2026_07_02_12_36_35_7a532ac2-a0d9-4b5f-94a9-a27a8c0c53b4.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ypo-technology-network-ai-brief-7728971/episodes/ai-is-now-on-your-power-bill
Duration seconds: 486

## Resource

The AI stories that get headlines are about models and jobs. The one that hits your P&L first is physical: the buildout ran out of the one thing money can't instantly buy — electricity. The bill is landing: Henrico County, Virginia saw power rates jump 25% overnight because of 37 data centers, with schools asked to conserve — a $5M budget hit. Megawatts, not money: Brookfield 5x'd its Bloom Energy power deal to $25B and National Grid put $1.75B into a dedicated gas plant for a Microsoft AI campus — both routing around a grid with 5-year connection queues. JPMorgan pegs AI capex at $5.5T. The squeeze: memory prices are up 700%, with high-end supply sold out into 2028. In our 100th episode, host Stephen Forte on why the constraint shifted from money to megawatts — and three moves: audit your utility contract, treat interconnection queues as your real expansion timeline, and pull hardware refreshes forward. Sources: Henrico Citizen; Bloom Energy; National Grid; JPMorgan/Fortune; Tom's Hardware.

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## Transcript

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