全国批发电价已上涨2%至6%，数据中心集中地区涨幅更大
2026年8月20日 美国东部时间早上5:00 / 福克斯新闻频道
作者：阿曼达·马西亚斯
数据中心激增，AI专家警告电网面临挑战
人工智能基础设施联盟联合主席加勒特·格雷夫斯谈及德克萨斯州AI数据中心的大规模激增及其带来的电网挑战。格雷夫斯就州长格雷格·雅培暂停新项目直至电网审计一事发表回应。
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美国人很快就会在一个无法避免的地方感受到人工智能热潮的影响——他们的月度电费账单。
达拉斯联邦储备银行的研究发现，AI数据中心的快速增长可能会在未来几年推高家庭用电成本。
研究人员估计，近年来在全美各地涌现的现有数据中心已经将全国平均批发电价推高了2%至6%，在这些设施集中的地区，电价涨幅甚至更大。
随着经济适用房、新兴技术以及耗电数据中心的未来成为许多美国人投票时关注的核心议题，这一问题势必会更加突出。
一个南方州在全球增长最快的行业之一中登顶
AI数据中心带来的日益增长的电力需求，引发了人们对美国人月度电费账单可能支出多少的担忧。(拉克尔·纳塔利乔/休斯顿纪事报/盖蒂图片社)
随着人工智能热潮，月度账单压力可能会进一步加大。研究人员的最优中端情景预测显示，到2028年，发电成本较没有新增数据中心的情况将上涨20%至30%。
这并不意味着一个家庭的电费账单会上涨20%至30%——这一数字更为复杂。
根据美联储研究人员汇总的估算，单个大型数据中心的用电量可能相当于一座小城市，具体规模取决于其大小。
批发电力只是消费者支付成本的一部分，其他成本还包括输电和配电费用。
达拉斯联邦储备银行的研究人员估计，能源成本约占典型零售电价的一半，而批发价格上涨通常需要一段时间才能传导至家庭电价。简言之——电费账单的未来走向尚不明确，但在未来两年内很可能会稳步上升。
全国范围内电价涨幅超过通胀，美国人面临飙升的电费账单
德克萨斯州的数据中心开发热潮汹涌，北德克萨斯州在该行业领先市场的新全球排名中位居榜首。(米卡拉·康普顿/奥斯汀美国人报/盖蒂图片社)
从本质上讲，解释起来很直白，但其影响更为复杂。数据中心需要大量电力来运行支撑人工智能的计算机。
随着越来越多的数据中心接入电网，公用事业公司可能需要额外的发电厂、输电线路、变电站和其他基础设施来满足它们的需求。
最终谁来为这些升级买单，在一定程度上取决于监管机构和公用事业公司如何在数据中心和其他客户之间分摊成本。
日益加重的电网压力已成为众多政治辩论的核心议题。
唐纳德·特朗普总统在推动扩大美国人工智能基础设施的同时，也支持一项旨在防止数据中心推高家庭公用事业账单的自愿承诺。
特朗普或将与亲密盟友就数十亿美元产业的未来爆发意外冲突
就连德克萨斯州州长格雷格·雅培也叫停了数据中心的扩张热潮，暂停新的电网连接项目，直至该州能够确定这些项目可能对德克萨斯州电力供应造成多大压力。(杰伊·詹纳/奥斯汀美国人报 via 盖蒂图片社)
在德克萨斯州，共和党州长格雷格·雅培已下令监管机构暂停申请接入该州主电网的数据中心项目，直至它们通过全面审计。
在宾夕法尼亚州，民主党州长乔希·夏皮罗也已采取行动，加强对大型数据中心开发的监管，该州正在权衡如何在新投资与日益增长的电力需求之间取得平衡。
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其他州长采取了更激进的措施，包括纽约州民主党州长凯西·霍楚尔，她对新建超大规模数据中心实施了为期一年的禁令。
各州仍在努力应对电价上涨、电网可靠性以及开发速度过快等问题。
阿曼达·马西亚斯报道商业、经济与政治的交汇点，重点关注政策决策如何影响市场、企业和美国工人。
One monthly bill Americans can’t avoid is quietly surging thanks to emerging industry: data
Wholesale prices have already risen 2% to 6% nationwide, with larger increases in areas where data centers are concentrated
August 20, 2026 5:00am EDT / Fox News
By Amanda Macias
AI expert warns of power grid challenges as data centers surge
AI Infrastructure Coalition’s co-chair Garret Graves discusses the massive surge in AI data centers in Texas and the power grid challenges they present. Graves reacts to Governor Greg Abbott pausing new projects pending a grid audit.
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Americans could soon feel the artificial intelligence boom in an unavoidable place — their monthly electric bills.
Research from the Federal Reserve Bank of Dallas finds that the rapid growth of AI data centers could make electricity more expensive for households in the coming years.
And researchers estimate existing data centers that have popped up all over the country in recent years have already pushed average wholesale electricity prices 2% to 6% higher nationwide, with even larger surges in areas where these facilities are concentrated.
The issue is sure to take even more prominence as affordability, emerging technology and the future of energy-sucking data centers becomes central to many Americans’ sentiments at the ballot box.
A SOUTHERN STATE JUST TOOK THE TOP SPOT IN ONE OF THE WORLD’S FASTEST-GROWING INDUSTRIES
Growing electricity demand from AI data centers is raising concerns about what Americans could pay on their monthly power bills.(Raquel Natalicchio/Houston Chronicle/Getty Images)
The pressure in monthly bills could grow in conjunction with the AI boom. The preferred middle-range scenario for researchers shows the cost increases of generating electricity could be 20% to 30% higher by 2028 compared to what it would be without new data centers.
That does not mean a family’s electric bill will jump 20% to 30% — that figure is much more nuanced.
Depending on its size, a single large data center can use as much electricity as a small city, according to estimates compiled by Fed researchers.
Wholesale electricity is only one part of what consumers pay for, alongside costs such as transmission and distribution.
The researchers at the Dallas Fed estimate energy costs make up roughly half of a typical retail electricity price, and wholesale increases generally take time to work their way into household rates. In short – the future of electricity bills is unclear, but is likely to steadily rise over the next two years.
AMERICANS HIT WITH SOARING ELECTRICITY BILLS AS PRICE HIKES OUTPACE INFLATION NATIONWIDE
Data center development is surging across Texas, with North Texas taking the top spot in a new global ranking of the industry’s leading markets.(Mikala Compton/The Austin American-Statesman/Getty Images)
At its core, the explanation is straightforward, though the implications are more complex. Data centers need enormous amounts of electricity to run the computers behind AI.
As more data centers connect to the grid, utilities may need additional power plants, transmission lines, substations and other infrastructure to serve them.
Who ultimately pays for those upgrades depends in part on how regulators and utilities divide the costs between data centers and other customers.
The growing strain has is at the center of many political debates.
President Donald Trump has pushed to expand America’s AI infrastructure while backing a voluntary pledge aimed at preventing data centers from driving up household utility bills.
TRUMP HEADS TOWARD UNLIKELY CLASH WITH CLOSE ALLY OVER FUTURE OF MULTIBILLION-DOLLAR INDUSTRY
Even Texas Gov. Greg Abbott has hit the brakes on the data center boom, pausing new grid connections until the state can determine how much strain the projects could put on Texas’ power supply.(Jay Janner/The Austin American-Statesman via Getty Images)
In Texas, Gov. Greg Abbott, a Republican, has ordered regulators to halt data center projects seeking to connect to the state’s main power grid until they undergo a comprehensive audit.
In Pennsylvania, Democratic Gov. Josh Shapiro has also moved to tighten oversight of large-scale data center development as the state weighs how to balance new investment with rising electricity demand.
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Other governors have gone further, including Democratic New York Gov. Kathy Hochul, who imposed a one-year moratorium on new hyperscale data centers.
States continue to grapple with concerns over electricity costs, grid reliability and the rapid pace of development.
Amanda Macias covers the intersection of business, economics and politics, with a focus on how policy decisions shape markets, businesses and American workers.
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