The cost of electricity for America's largest power grid surged by 76% in the first quarter of the year. This significant increase is primarily attributed to the growing demand from data centers. The grid operator managing this surge is the PJM Interconnection. AI
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IMPACT Accelerated demand for AI infrastructure will continue to strain power grids and increase operational costs.
RANK_REASON Significant increase in infrastructure costs driven by a specific industry trend. [lever_c_demoted from significant: ic=1 ai=0.7]