Who is on each side · Part 13 · The grid
Who pays for the AI power bill?
20 voices across 1 question on The Ratepayer Pays First: one row per voice, one column per question, the side each voice holds and the published claim with its date and a verified link where one exists.
The grid
| Voice | Who pays for the AI power bill? |
|---|---|
| Sonya Huang | The load pays its way Vahdat: Google pays for its own lines. |
The load pays its way Citing ERCOT's October 2025 reporting, over 200 gigawatts of large loads have requested interconnection through the interim process, yet less than 4% have been granted approval to energize and about another 7% are eligible to seek energization… The Joint Commenters recommend the Commission adopt a unifying framework aligning all related rulemakings and ERCOT protocol revisions, advancing cost-causation-based cost assignment that shields residential and small commercial customers from cost… Voices that cross sides Shield households by cost causation; $24B of Texas lines need loads that connect. | |
| Crusoe Energy | The load pays its way Crusoe states that co-located generation, when structured correctly, simultaneously advances grid reliability, reduces ratepayer costs, and accelerates AI infrastructure buildout, which is the basis of its energy-first 'bring your own power' model. Crusoe states that PJM's own filing acknowledges a lower threshold risks forcing existing BTMG resources offline during the transition period, which would increase grid burden by converting currently netted load into full network load without… |
| EDF Power Solutions | The load pays its way EDFps says BTMG co-location can reduce grid congestion, avoid generator interconnection queue delays, lower network upgrade needs, reduce congestion costs, allow the load to provide demand response if power demands are flexible, and deliver… EDFps argues PJM's own proposed contract demand service changes alleviate the ability of large loads with Retail BTMG to lean on the system, since a Retail BTMG equal to the load size fully covered by Non-Firm Contract Demand would be limited to… |
| NRG Energy | The load pays its way NRG argues that because the funding a large load customer must supply to bring new generation greatly exceeds the $50,000/MW security amount, concerns about whether the large load can meet financial commitments are easily satisfied under BYOG… NRG states the ERCOT region faces unprecedented load growth over the next five years, which it says will bring both grid challenges and significant business development opportunities in Texas, making it critical to get the large load… Voices that cross sides Own generation answers affordability; the influx of large loads threatens bills. |
| Kingswell | The load pays its way BHE's stance of participating in data center buildouts only if hyperscalers bear the full construction and operating cost is a disciplined framework that lets it join a major infrastructure cycle without spreading risk and cost onto existing… |
| Data Center Coalition | The load pays its way PJM's proposed June 1, 2029 effective date for the new transmission services presumably means PJM cannot start studying these innovative solutions for over three years, and the goal should be to implement needed reforms earlier than 2029 given the… Clearer interconnection rules for existing generators also require more concrete timelines for reviewing and approving Necessary Studies and CIR revisions, and PJM needs to account for CIRs going to the specific co-located customer so a generator… |
| Monitoring Analytics (PJM market monitor) | The bill no state can shield The central issue facing PJM, which the Market Monitor says the ANOPR appears to largely ignore, is that there is not enough generating capacity to reliably serve the large loads that want to be online quickly. The Market Monitor states that the current failure to impose a reliability requirement has led to large increases in capacity market prices, and also in energy market prices and transmission costs. |
| Virginia State Corporation Commission | The bill no state can shield Taking action specific to the PJM region appears to the VSCC to be both premature and potentially harmful, to the extent it conflicts with later guidance through the NOPR process, since the ANOPR already frames whether and how hybrid loads… Implementing a minimum set of standards designed to remove bottlenecks within the interconnection queue itself can expedite interconnections without disturbing existing state-federal jurisdictional boundaries. |
| Maryland Office of People's Counsel | The bill no state can shield Fixing cost allocation alone is insufficient if planning inputs remain corrupted by speculative and duplicative load forecasts, so a remedy must also reform the planning process to eliminate speculative load forecasts. Absent regional reform, state-level remedies such as large load tariffs may worsen the problem by magnifying the incentive to overbuild while shifting costs to customers elsewhere in PJM. |
| Exelon | The bill no state can shield Because the transmission system is not a one-and-done investment but evolves and requires maintenance at a cost, a model where initial investment absolves co-located loads of ongoing contributions leaves other customers holding the bag and creates… |
| tscsw | The bill no state can shield Interconnection queues, turbine shortages, and permitting gridlock are preventing $33 billion offers from translating into actual megawatts of new capacity. The PJM capacity auction price for mid-Atlantic grid generation cleared at $269.92 per megawatt-day in July 2024, up 9x from the previous auction's $28.92, with all subsequent auctions clearing at administrative price caps. The plant is late PJM's 2027/2028 Base Residual Auction failed to meet the reliability requirement for the first time since the capacity market's creation in 2007, achieving only a 14.8% reserve margin against a 20.0% target, a shortfall of 6,623 MW. Voices that cross sides The capacity price ninefold; the auction short; on-site power could shrink the gap. |
| Market Sentiment | The bill no state can shield Market Sentiment treats the January joint declaration by the governors of all 13 PJM states with the Trump administration that power prices be reined in and that data centers pay their grid costs, together with the extension of the capacity-auction… |
| Earthjustice | The bill no state can shield Earthjustice argues that no commenter describes what financial penalty would be sufficient in practice, likely because none of them know what penalty would convince large load customers—who have virtually unlimited capital and very high contractual… |
| North American Electric Reliability Corporation | The plant is late Over the past two years NERC's LTRA has shown that industry resource growth projections can outpace actual completion rates, with efforts to interconnect resources hampered by unresponsive supply chains, permitting delays, and project owner… Large loads inherently add volatility to load forecasts because project timelines and commitments can vary with construction, permitting approvals, grid development and data center owner decisions; revised ERCOT and PJM forecasts prepared after the… |
| Electric Reliability Council of Texas | The plant is late ERCOT reports it is tracking roughly 438 GW of Large Load interconnection requests and roughly 452 GW of Generation Interconnection requests. The 438 GW of Large Load interconnection requests is tracked through the current PGRR115-based process, in which the vast majority of requests have no studies submitted; that process ends July 10, 2026, when ERCOT switches to a batch-based… |
| Reyk Knuhtsen | The plant is late ERCOT illustrates phantom demand: as of April 2026 it was assessing more than 410 GW of large-load interconnection requests, over 87% from datacenters, against a Texas all-time peak of about 85 GW, and they count 311 GW of that as phantom… They acknowledge open questions in judging real delays: some projects may die on local opposition while others pass and unseat the council members who approved them, labor can be imported or become a constraint, and behind-the-meter power remains a… |
| Jeremie Eliahou Ontiveros | The plant is late They expect power generation to be a major bottleneck to grid-connected datacenter load growth, pointing to utilities revising promised load ramps by years because long-lead interconnection equipment is unavailable, and to buyers now bearing the… |
| Mia Silverio | The plant is late Investors are understandably nervous because an estimated 30% to 50% of data center capacity planned to come online this year will be delayed, as constructors face grid connection issues, power equipment supply shortages, and increasingly community… |
| Jason Bordoff | Voices that cross sides On his program, Millican's large-load tariffs and 260 GW; Arent's spare grids. |
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Analysis and opinion, not investment advice. Voices are paraphrased from public writing and attributed by name; DeepStack shows no score, ranking or accuracy for any person.