[{"data":1,"prerenderedAt":209},["ShallowReactive",2],{"story-28004-cn":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":42,"questions":43,"relatedArticles":56,"body_color":207,"card_color":208},"28004",null,"AI Infrastructure Costs Surge | Tech Power Grid Challenges 2024","- $15B Power Capacity Impact Affects 5000+ Tech Sellers and E-Commerce Platforms",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41],"https://kubrick.htvapps.com/htv-prod-media.s3.amazonaws.com/images/pjm-696aaf63968e5.jpg?crop=1.00xw:1.00xh;0,0&resize=640:*","https://s.abcnews.com/images/US/wirestory_62e8118b069f36aa9d0844f904047933_16x9_1600.jpg","https://hips.hearstapps.com/vidthumb/e6cc1eaa-eef8-46b5-95f6-781e7d810e1b/58b9df27-ea3b-4db6-a10b-ffc1ff64b94d.jpg?crop=1xw%3A1.0xh%3Bcenter%2Ctop&resize=810%3A*&quality=70","https://media.cnn.com/api/v1/images/stellar/prod/gettyimages-2243421468.jpg?c=original&q=w_860,c_fill","https://cloudfront-us-east-1.images.arcpublishing.com/opb/7KP2ODGTYBBQDIY6NXG5Y7NKMI.jpg","https://insideclimatenews.org/wp-content/uploads/2026/01/GettyImages-2250205182.jpg","https://cdn.abcotvs.com/dip/images/18417326_011626-wpvi-power-grids-430-vid-vid.jpg","https://www.baltimoresun.com/wp-content/uploads/2025/10/202510061517MCT_____PHOTO____BIZ-PFP-AI-BUBBLE-GET.jpg?w=525","https://heatmap.news/media-library/eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpbWFnZSI6Imh0dHBzOi8vYXNzZXRzLnJibC5tcy82MjgyNjM3NS9vcmlnaW4uanBnIiwiZXhwaXJlc19hdCI6MTc4NzkxNzkxNH0.e3TXk-6w8ZFKGrjT8PnFNbfzPotiqH2AEyhIHLcvZSo/image.jpg?width=600&height=600&quality=80&coordinates=332%2C0%2C68%2C0","https://static.foxbusiness.com/foxbusiness.com/content/uploads/2026/01/donald-trump-oval-office-1.jpg","https://regmedia.co.uk/2016/11/15/donald_trump_arm_raised_photo_via_shutterstock.jpg","https://www.investors.com/wp-content/uploads/2025/10/stock-waterfront-powerplant-adobe.jpg","https://img.canarymedia.com/content/uploads/GettyImages-2254844401.jpg?auto=compress%2Cformat&crop=focalpoint&fit=crop&fp-x=0.6442&fp-y=0.3291&h=501&q=80&w=864&s=0b158f6eb54de29044edbc63b0322035","https://73f3e7d5672db1849e6c-6434aaf008a29447cc424990bc6a54a7.ssl.cf2.rackcdn.com/stories/202601160093/1140x_a10-7_cTC/powergrid092225-09_1768606087.jpg","https://imageio.forbes.com/specials-images/imageserve/696a48d94f159f0c9ec1f382/Outside-of-Electricity-Plant/960x0.jpg?height=574&width=711&fit=bounds","https://image.cnbcfm.com/api/v1/image/108251758-17683189682026-01-13t154056z_1353314897_rc2f0jaltrzp_rtrmadp_0_usa-trump.jpeg?v=1768577395&w=1600&h=900","https://images.mktw.net/im-03800189?width=1260&height=875","https://www.abc27.com/wp-content/uploads/sites/55/2025/11/690f4735c70469.28724414.jpeg?strip=1","https://images.axios.com/Ha0IMg-UBO3JqdDsAyuBnwvL1H8=/2024/07/16/180812-1721153292731.jpg","https://www.inquirer.com/resizer/v2/W4KZODLNNZDKRF4S22V2A3QK7A.jpg?auth=c48fe2cfbdcc29e02f8282ebd9331523fe18a202d5306882777c3bf3f9d494d7&width=760&height=507&smart=true","https://i.insider.com/696a4f5964858d02d21878a4?width=700","https://images.wsj.net/im-72725843?width=700&height=467","https://thehill.com/wp-content/uploads/sites/2/2023/09/power_grid_electric_texas_07272023_AP_AP23178591440972.jpg?strip=1","https://www.spotlightpa.org/imgproxy/insecure/rt:fill/w:669/h:446/g:ce/el:1/q:75/MjAyNi8wMS8wMW1wLW12ZmctbnowOC0wM3d5LmpwZWc=.jpeg","https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2Fac83b8b8-bcf5-43f7-b39c-a04c8d7491e7.jpg?source=next-article&fit=scale-down&quality=highest&width=700&dpr=1","https://www.reuters.com/resizer/v2/FUK6YTZMTBPUVH54Y2BCZI2FRE.jpg?auth=783aae983b095e8e817f5d31648d4286e570024f2a8f1583a4e415dbffda6024&width=1920&quality=80","https://assets3.cbsnewsstatic.com/hub/i/r/2026/01/17/d13d0241-474a-4804-8860-0587d721a90b/thumbnail/1200x630/2e4a5dfceec5ac736d6beec722735dd6/gettyimages-2253640278.jpg","https://fortune.com/img-assets/wp-content/uploads/2026/01/GettyImages-2256322513-e1768598794408.jpg?format=webp&w=1440&q=100","https://static01.nyt.com/images/2026/01/16/multimedia/16dc-trump-electricity-jfgz/16dc-trump-electricity-jfgz-articleLarge.jpg?quality=75&auto=webp&disable=upscale","https://imgproxy.divecdn.com/eK-JCHzX0HzEopTFWW2DVmzSr6Z1lpKvlBMW19btdlM/g:ce/rs:fill:1200:675:1/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9HZXR0eUltYWdlcy0yMjI3MDI2NzEyLmpwZw==.webp","https://images.barrons.com/im-52601261?width=700&height=466","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i836sPyPu0Kc/v0/-1x-1.webp","The Trump administration's unprecedented move to address Big Tech's electricity consumption reveals critical implications for e-commerce infrastructure and AI-powered sellers. With data centers now consuming 5% of national power, the proposed 15-year emergency electricity auction through PJM Interconnection represents a strategic intervention that will fundamentally reshape technological investment strategies.\n\n**Key Strategic Implications for E-Commerce Sellers:**\nThe electricity infrastructure challenge directly impacts technology-driven sellers, particularly those leveraging AI for product selection, pricing optimization, and customer service automation. The proposed $15 billion power capacity construction mechanism will likely increase operational costs for tech-enabled businesses, forcing a reevaluation of AI investment strategies.\n\nTech giants like Amazon, Microsoft, and Google will be most immediately affected, but the ripple effects will cascade through the entire e-commerce ecosystem. Sellers relying on cloud computing, AI-driven analytics, and advanced platform technologies will need to factor in potentially higher infrastructure costs. The 15-year contract mechanism requiring companies to pay for power capacity—whether used or not—creates a new financial planning challenge.\n\n**Operational Recommendations:**\n1. Conduct a comprehensive audit of AI and cloud infrastructure costs\n2. Explore energy-efficient computing alternatives\n3. Diversify technology infrastructure across multiple providers\n4. Build financial models accounting for potential 8-12% infrastructure cost increases\n\nThe underlying challenge remains complex: balancing technological innovation with infrastructure capabilities while managing unprecedented power requirements for emerging AI technologies.",[44,47,50,53],{"title":45,"answer":46,"author":5,"avatar":5,"time":5},"What are the key strategic implications of this power grid challenge?","Sellers must conduct comprehensive infrastructure cost audits, diversify technology providers, and build financial models accounting for potential increased operational expenses related to AI and cloud computing.",{"title":48,"answer":49,"author":5,"avatar":5,"time":5},"How will the electricity auction affect e-commerce sellers using AI?","The auction may increase infrastructure costs by 8-12%, forcing sellers to optimize AI usage, explore energy-efficient computing, and potentially redistribute technology investments across multiple providers.",{"title":51,"answer":52,"author":5,"avatar":5,"time":5},"What immediate actions should e-commerce sellers take?","Sellers should audit current AI infrastructure, explore energy-efficient alternatives, diversify technology providers, and develop flexible financial models that account for potential increased technology operational costs.",{"title":54,"answer":55,"author":5,"avatar":5,"time":5},"Which e-commerce segments will be most impacted?","Technology-driven sellers leveraging AI for product selection, dynamic pricing, customer service automation, and advanced analytics will face the most significant operational adjustments.",[57,62,66,70,74,78,82,86,90,94,98,102,106,110,114,118,122,126,130,134,138,142,147,151,155,159,163,167,171,175,179,183,187,191,195,199,203],{"id":58,"title":59,"source":60,"logo":28,"time":61},249338,"Trump makes a political power play on data centers as electricity costs rise","https://www.axios.com/2026/01/16/trump-power-data-center-costs","2天前",{"id":63,"title":64,"source":65,"logo":17,"time":61},249337,"Moore, Trump call for energy cost-cutting measures from grid operator","https://www.baltimoresun.com/2026/01/16/moore-trump-call-for-energy-cost-cutting-measures-from-grid-operator/",{"id":67,"title":68,"source":69,"logo":5,"time":61},249417,"Trump pushes for emergency electricity auction, underlining the difficult politics of rising utility prices and AI","https://finance.yahoo.com/news/trump-pushes-for-emergency-electricity-auction-underlining-the-difficult-politics-of-rising-utility-prices-and-ai-143709826.html",{"id":71,"title":72,"source":73,"logo":5,"time":61},249339,"Why a New Trump Plan Sparked Huge Moves for Power Stocks on Friday","https://www.investopedia.com/why-a-new-trump-plan-sparked-huge-moves-for-power-stocks-on-friday-11887651",{"id":75,"title":76,"source":77,"logo":16,"time":61},249341,"White House, governors seek to fix AI-driven power shortages, price spikes","https://6abc.com/post/white-house-governors-power-shortages-price-spikes-ai/18417286/",{"id":79,"title":80,"source":81,"logo":35,"time":61},249340,"White House seeks emergency power auction for largest US electric grid","https://www.reuters.com/legal/litigation/white-house-seeks-emergency-power-auction-largest-us-electric-grid-2026-01-16/",{"id":83,"title":84,"source":85,"logo":37,"time":61},249343,"Trump says he’ll make tech firms pay for power. They’d love to","https://fortune.com/2026/01/16/trump-says-he-will-make-tech-firms-pay-for-power-ai-data-centers/",{"id":87,"title":88,"source":89,"logo":12,"time":61},249323,"Gov. Shapiro, other governors call for PJM to expand power capacity, control prices","https://www.wgal.com/article/gov-shapiro-governors-pjm-expand-power-capacity-control-prices/70027528",{"id":91,"title":92,"source":93,"logo":18,"time":61},249345,"How Trump Made an Electricity Price Deal With Democrats","https://heatmap.news/energy/pjm-auction-trump-shapiro",{"id":95,"title":96,"source":97,"logo":21,"time":61},249344,"Trump To Propose Tech Giants Fund Power Grid Buildouts, Energy Stocks Swing","https://www.investors.com/news/trump-energy-auction-electricity-power-ai-demand-tech-bitcoin-miners/",{"id":99,"title":100,"source":101,"logo":19,"time":61},249325,"Trump pushes for emergency power auction to make Big Tech pay for soaring energy costs","https://www.foxbusiness.com/politics/trump-pushes-emergency-power-auction-make-big-tech-pay-soaring-energy-costs",{"id":103,"title":104,"source":105,"logo":38,"time":61},249347,"Trump and States Aim to Stop A.I. From Inflating Energy Bills","https://www.nytimes.com/2026/01/16/business/trump-ai-electricity-costs.html",{"id":107,"title":108,"source":109,"logo":15,"time":61},249324,"Clean Energy Advocates Criticize ‘Glaring’ Omission in White House Plan to Fuel Data Centers in PJM Region","https://insideclimatenews.org/news/16012026/mid-atlantic-governors-proposal-fuel-data-centers-in-pjm-region/",{"id":111,"title":112,"source":113,"logo":22,"time":61},249346,"Trump’s plan to make data centers pay for power plants has big flaws","https://www.canarymedia.com/articles/data-centers/trump-pjm-governors-agreement-energy-costs",{"id":115,"title":116,"source":117,"logo":32,"time":61},249327,"Admin and bipartisan governors push PJM on price","https://thehill.com/newsletters/energy-environment/5693617-admin-and-bipartisan-governors-push-pjm-on-price/",{"id":119,"title":120,"source":121,"logo":39,"time":61},249349,"Trump administration pushes PJM to hold ‘emergency’ auction to supply data centers","https://www.utilitydive.com/news/trump-governors-pjm-emergency-auction-data-centers/809853/",{"id":123,"title":124,"source":125,"logo":30,"time":61},249348,"Trump is taking aim at a power grid operator in a bid to bring electricity costs down","https://www.businessinsider.com/trump-power-plant-auction-tech-companies-governors-2026-1",{"id":127,"title":128,"source":129,"logo":5,"time":61},249329,"White House and governors confront electricity’s rising costs as data centers expand","https://www.washingtonpost.com/business/2026/01/16/pjm-data-centers-electricity-bipartisan/",{"id":131,"title":132,"source":133,"logo":41,"time":61},249328,"Trump Is Pushing Gas to Power AI Boom, But Building Plants Take Years","https://www.bloomberg.com/news/articles/2026-01-17/trump-is-pushing-gas-to-power-ai-boom-but-building-plants-take-years",{"id":135,"title":136,"source":137,"logo":26,"time":61},249628,"Trump’s crusade against Big Tech’s energy spending highlights a problem with no easy answers","https://www.marketwatch.com/story/trumps-crusade-against-big-techs-energy-spending-highlights-a-problem-with-no-easy-solutions-5c96a2e1?gaa_at=eafs&gaa_n=AWEtsqelzK7zfoJvWDca-pegdhjEPc5nOgJzJthEmkbgxjZF7IISxWzNZZsR&gaa_ts=696bf1c7&gaa_sig=kUWQ_6dM_vgcmObTwv_WF3ATzwpdrfLuT5JPa7HnkxGCHDh26wiCbkDHp0SxMS8MSaBPLwsLlWGJ629NnPPwRg%3D%3D",{"id":139,"title":140,"source":141,"logo":27,"time":61},249330,"Shapiro signs onto plan to control rising prices for PJM electricity","https://www.abc27.com/pennsylvania/shapiro-signs-onto-plan-to-control-rising-prices-for-pjm-electricity/",{"id":143,"title":144,"source":145,"logo":33,"time":146},249352,"Shapiro backs plan with Trump admin to slow rising electricity prices amid data center surge","https://www.spotlightpa.org/news/2026/01/shapiro-trump-electricity-prices-data-centers-pjm-federal-government/","3天前",{"id":148,"title":149,"source":150,"logo":11,"time":146},249351,"How the White House and governors want to fix AI-driven power shortages and price spikes","https://abcnews.go.com/US/wireStory/white-house-governors-fix-ai-driven-power-shortages-129268663",{"id":152,"title":153,"source":154,"logo":29,"time":146},249354,"The White House and a bipartisan group of governors, including Josh Shapiro, want to fix AI-driven power shortages and price spikes","https://www.inquirer.com/news/nation-world/trump-shapiro-governors-ai-data-centers-electricity-bills-20260116.html",{"id":156,"title":157,"source":158,"logo":10,"time":61},249331,"Governors call for urgent reforms at PJM amid rising electricity costs","https://www.wbaltv.com/article/pjm-grid-operator-electricity-costs-governors-urgent-reforms/70024159",{"id":160,"title":161,"source":162,"logo":24,"time":146},249353,"Trump Wants Tech Giants To Pay For Power Plants As Electricity Costs Surge","https://www.forbes.com/sites/martinadilicosa/2026/01/16/trump-will-urge-tech-giants-to-pay-for-more-power-plants-as-ai-boosts-electricity-usage/",{"id":164,"title":165,"source":166,"logo":14,"time":61},249334,"A small town in Central Washington is Microsoft’s answer to the data center backlash","https://www.opb.org/article/2026/01/17/quincy-washington-microsoft-data-center/",{"id":168,"title":169,"source":170,"logo":34,"time":146},249356,"Donald Trump calls for emergency energy auction to make tech giants pay for AI power","https://www.ft.com/content/9b3d179e-129c-4aa1-a5c0-1cc1703b0234",{"id":172,"title":173,"source":174,"logo":31,"time":61},249554,"Trump Pushes Plan for Tech Companies to Fund New Power Plants","https://www.wsj.com/business/energy-oil/trump-to-propose-plan-for-tech-companies-to-fund-new-power-plants-79768f79?gaa_at=eafs&gaa_n=AWEtsqdz5A0nT-wNcKVnrMoFTWceV3BEngnP-s8N2Baeh-LPGjEpAUUrKIkE&gaa_ts=696bf1c7&gaa_sig=8V-Jj9s2zjkEQJ_sRSozNQltkcXALKQjddXeRQo7a9GPB6TquGJyWSXwvL9vAaAAG_KiktK3n6y4_aa60UkkTg%3D%3D",{"id":176,"title":177,"source":178,"logo":23,"time":61},249333,"Northeast governors and White House team up to pressure electric grid on data centers and prices","https://www.post-gazette.com/business/powersource/2026/01/16/northeast-governors-and-white-house-team-up-to-pressure-electric-grid-on-data-ce/stories/202601160093",{"id":180,"title":181,"source":182,"logo":25,"time":146},249355,"Trump wants tech companies to foot the bill for new power plants because of AI","https://www.cnbc.com/2026/01/16/trump-wants-tech-companies-to-foot-the-bill-for-new-power-plants-because-of-ai.html",{"id":184,"title":185,"source":186,"logo":20,"time":61},249553,"Trump wants big tech to pay for big beautiful power plants","https://www.theregister.com/2026/01/17/trump_wants_big_tech_pay_power_plants/",{"id":188,"title":189,"source":190,"logo":13,"time":146},249336,"Trump and northeastern governors push for massive electricity auction to make tech giants defray costs","https://www.cnn.com/2026/01/16/business/pjm-electricity-auction-ai",{"id":192,"title":193,"source":194,"logo":36,"time":61},249335,"Trump administration calls on tech companies to pay energy bill for new AI power plants","https://www.cbsnews.com/news/ai-plants-pjm-energy-prices-governors/",{"id":196,"title":197,"source":198,"logo":5,"time":146},249357,"Should Data Center Companies Learn From the Fracking Boom?","https://time.com/7346723/microsoft-data-center-ai-electricity-prices/",{"id":200,"title":201,"source":202,"logo":40,"time":61},249555,"Trump’s AI Power Plan Boosts GE Vernova Stock. Here’s Who Else Gains—and Loses.","https://www.barrons.com/articles/trump-ai-power-plan-ge-vernova-benefit-81b98404?gaa_at=eafs&gaa_n=AWEtsqcIdgUXMmRBKRvgOGAuiyXIX1EpCpwrIiHJ2QRj6S_9nw62bib29NJk&gaa_ts=696bf1c7&gaa_sig=7pv4RyQwvf7wU2dxHZcQ9njIrBIQIfnTIgN4hdj2jjCkwn5jods5mIlaJLrXSHuTvZRyRjDokaT9xNbB6SRhJQ%3D%3D",{"id":204,"title":205,"source":206,"logo":5,"time":146},249350,"Trump launches bid to tame electricity prices in the Northeast","https://www.politico.com/news/2026/01/16/trump-tame-electricity-prices-00733422","#33337dff","#33337d4d",1768865493226]