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Covering electricity price increases from our data centers

anthropic.com

71–80 of 110 posts

Re: Covering electricity price increases from our data centers

#71

Earlier quoted context omitted.

You are aware that China is building dozens of new coal power plants right? Just this year they have commissioned 50.[1] Granted, it's less than before, but still much more than other developed countries. [1] https://abcnews.com/International/wireStory/china-building-c...

Yes, I am aware. They are increasing the energy output gap so much it's laughable, including coal. The MAGA administration isn't even building coal properly, but they are shuttering wind and solar. Wow, America! So much winning. China will catch up much sooner than anyone could believe thanks to GOP.

> they are shuttering wind and solar

Wind and solar combined generation increased by 12.2% during the first 11 months of 2025, providing 19% of total US electricity compared to 17.3% during the same period in 2024.

Between January and November 2025, utility-scale solar capacity grew by about 22,237 MW, while small-scale solar capacity increased by 5,461 MW. https://electrek.co/2026/01/28/eia-99-of-new-us-capacity-in-...

Re: Covering electricity price increases from our data centers

#72

Earlier quoted context omitted.

Yes, I am aware. They are increasing the energy output gap so much it's laughable, including coal. The MAGA administration isn't even building coal properly, but they are shuttering wind and solar. Wow, America! So much winning. China will catch up much sooner than anyone could believe thanks to GOP.

> they are shuttering wind and solar Wind and solar combined generation increased by 12.2% during the first 11 months of 2025, providing 19% of total US electricity compared to 17.3% during the same period in 2024. Between January and November 2025, utility-scale solar capacity grew by about 22,237 MW, while small-scale solar capacity increased by 5,461 MW. https://electrek.co/2026/01/28/eia-99-of-new-us-capacity-in-…

Surely there is some lag on these numbers, and they correspond to projects commissioned during the Biden admin? The current administration has been extremely hostile to renewables in terms of rhetoric, I would be surprised if they were lying about that.

Re: Covering electricity price increases from our data centers

#73

Earlier quoted context omitted.

How will that happen? China is building more generation as we speak. And I mean a lot . The gap is widening and the rate of change is even worse, thanks to "clean beautiful coal" or whatever Trump said.

You are aware that China is building dozens of new coal power plants right? Just this year they have commissioned 50.[1] Granted, it's less than before, but still much more than other developed countries. [1] https://abcnews.com/International/wireStory/china-building-c...

>but still much more than other developed countries.

China has also been installing more clean energy than the rest of the world combined, and their emissions might have peaked.

https://www.economist.com/cdn-cgi/image/width=600,quality=10...

https://www.economist.com/china/2025/05/29/chinas-carbon-emi...

Re: Covering electricity price increases from our data centers

#74
post #72

Earlier quoted context omitted.

> they are shuttering wind and solar Wind and solar combined generation increased by 12.2% during the first 11 months of 2025, providing 19% of total US electricity compared to 17.3% during the same period in 2024. Between January and November 2025, utility-scale solar capacity grew by about 22,237 MW, while small-scale solar capacity increased by 5,461 MW. https://electrek.co/2026/01/28/eia-99-of-new-us-capacity-in-…

Surely there is some lag on these numbers, and they correspond to projects commissioned during the Biden admin? The current administration has been extremely hostile to renewables in terms of rhetoric, I would be surprised if they were lying about that.

[deleted]

Re: Covering electricity price increases from our data centers

#75
post #72

Earlier quoted context omitted.

> they are shuttering wind and solar Wind and solar combined generation increased by 12.2% during the first 11 months of 2025, providing 19% of total US electricity compared to 17.3% during the same period in 2024. Between January and November 2025, utility-scale solar capacity grew by about 22,237 MW, while small-scale solar capacity increased by 5,461 MW. https://electrek.co/2026/01/28/eia-99-of-new-us-capacity-in-…

Surely there is some lag on these numbers, and they correspond to projects commissioned during the Biden admin? The current administration has been extremely hostile to renewables in terms of rhetoric, I would be surprised if they were lying about that.

> Surely there is some lag on these numbers, and they correspond to projects commissioned during the Biden admin?

That's a reasonable assumption. At the same time, I don't know that you can neatly attribute things happening during one adminstration to the prior administration. We need more rigorous analysis than that. For instance, the economy tends to do better under Democratic than Republican rule, but using your lag mental model we should then actually ascribe it to Republic policy? Back to energy, notably, in Jul 2025, more coal was added than wind... should we ascribe that to the prior admin due to lag?

> The current administration has been extremely hostile to renewables in terms of rhetoric, I would be surprised if they were lying about that.

Yes, that's clear. They are very hostile in rhetoric and action.

The administration characterizes wind and solar as expensive and unreliable energy sources that have been subsidized by taxpayers for too long. In July 2025, President Trump signed an executive order to eliminate subsidies for wind and solar in accordance with the "One Big Beautiful Bill Act". On his first day in office, Trump issued an order blocking the government from auctioning off the rights to build wind farms on public lands or in public waters. The administration has halted already-issued permits for offshore wind projects and suspended leases for five major wind projects in December. Solar and wind projects are now subject to an elevated review process likely to slow down approval. Tax credits for renewable energy projects were restricted, requiring projects to begin construction within a year or produce electricity by 2028.

The adminstration prefers fossil fuels (oil, natural gas, coal), hydropower, nuclear energy, and critical minerals as domestic energy resources.

Despite all that, 2026 is still projected to have 99%+ new capacity in 2026 to be solar, wind, and storage.

Congress provided $320 million for DOE solar and wind programs despite the White House requesting zero funding for these programs. https://www.utilitydive.com/news/solar-gas-nuclear-ferc-infr...

So I, for one, have hope.

Re: Covering electricity price increases from our data centers

#76

Earlier quoted context omitted.

There's a huge diversity of pricing and regulatory schemes across the US. I think you skepticism is well placed in general, because where I live in California the price increase has been almost entirely from bad grid maintenance policies of years past but people come up with random other excuses. However there are some examples where increased demand by one sector leads to higher prices for everyone. The PJM electric…

There's only one way to resolve this - datacenters to build their own energy generation, not connected to the grid, just local. Otherwise, they'll muddy the water to no end until they manage to saddle the rest of us with their energy costs.

The muddied water is just supply and demand. If a datacenter increases demand for electricians, natural gas, solar panels, copper, whatever else, then the price will have to go up. The only thing that can bring prices down in the face of increased demand is increased supply.

The demand is still there, connected to the grid or not. The grid can help make things more efficient and resilient in some ways (and less resilient in other ways), which is why the grid came about in the first place.

Re: Covering electricity price increases from our data centers

#77
post #56

We've moved past asking where the energy comes from or how our planet will survive this critical phase. These days, it's about framing - every country is scrambling to up their game just to stay in power. The companies that are riding this wave are spending millions in marketing, lobbying and billions on consuming energy so that they can make trillions in valuation. I am also an ardent user of AI - but sometimes I do…

There are people who recognize there is a problem and would support collective action to fix it, and there are those that don't. As long as you are in the first group, there's nothing else you can individually do to make a difference.

What if I was in the first group, but abandoned them after being lied to? Told how important it was for ME to take public transit and drive an EV, only for AI to march in and consume multiple nation's worth of energy. That's not "collective" , that's "rules for thee but not for me".

Re: Covering electricity price increases from our data centers

#79
post #65
post #56

We've moved past asking where the energy comes from or how our planet will survive this critical phase. These days, it's about framing - every country is scrambling to up their game just to stay in power. The companies that are riding this wave are spending millions in marketing, lobbying and billions on consuming energy so that they can make trillions in valuation. I am also an ardent user of AI - but sometimes I do…

> I am also an ardent user of AI - but sometimes I do feel guilty when I use so many tokens - because I know I am burning energy, and feeding part of this mission. If there is a solution, I would like to be a part of it. This is by far the best article I've seen on it [0]. Which leads me to conclude: if you use coding agents, then yes, it's definitely a concern. Yet if you drive daily, even an EV, it's very small com…

> the other sacrifices I make

This frames the dilemma that you just need to make this little sacrifice so Trillion.ai can make it's trillion. We shouldn't sacrifice anything.

Re: Covering electricity price increases from our data centers

#80
post #4

> Cover grid infrastructure costs. We will pay for 100% of the grid upgrades needed to interconnect our data centers, paid through increases to our monthly electricity charges. This includes the shares of these costs that would otherwise be passed onto consumers. This is great, but do they have an actual example of something that would have been passed on to consumers? Or is it just a hypothetical? In the location I’…

Amazon tried to buy an existing nuclear plant's output from a company called Talen for a datacenters colocated with the nuclear plant. They would do a special deal so the electricity they bought wouldn't go via the shared grid.

It got blocked by FERC as it would raise other consumers' energy prices and the deal wasn't fully transparent (probably intentionally so they could shift costs onto others).

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