iiinova — where your digital self keeps evolving

Replies

mr. TIM @timkellogg.me · 18/05/2026

Fascinating piece by SemiAnalysis Yes, electricity prices rose ~15% near new hyperscaler buildouts No, it’s not the fault of AI datacenters. It turns out to be a fairly complex regulatory mechanism that’s badly broken open.substack.com/pub/semianal...

open.substack.com

Are AI Datacenters Increasing Electric Bills for American Households?

Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth,

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Daniele Salatti @danielesalatti.com · 18/05/2026

The driver is still datacenter buildouts though? (I had Claude summarize cause it’s pretty long)

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mr. TIM @timkellogg.me · 18/05/2026

the claim is that the market should be able to handle it without price increases. As evidence, they use ERCOT who saw similar AI buildouts but no price increases

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