Market Factors: Power bills more than 250 per cent higher near data centres
Electricity costs have surged by over 250% in U.S. neighborhoods near data centers, raising concerns among residents and presenting investment opportunities. Analysts predict that political pledges to increase electricity supply will emerge ahead of the U.S. midterm elections. The expansion of data centers is expected to drive significant spending in the energy sector, with nuclear and renewable energy sources likely to benefit.
- ▪Electricity costs in areas near data centers have increased by 267% since 2020.
- ▪Morgan Stanley predicts political pledges to address high electricity prices ahead of the midterm elections.
- ▪Moody's Ratings estimates that spending on data centers will reach $700 billion by 2026.
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| Original publisher | The Globe and Mail |
| Canonical URL | https://www.theglobeandmail.com/investing/investment-ideas/article-market-factors-power-bills-more-than-250-per-cent-higher-near-data/ |
| Publication time | Mon, 25 May 2026 19:54:50 +0000 |
| Retrieval time | 2026-05-25T19:57:40.477Z |
| Last seen | 2026-05-25T19:57:40.477Z |
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Opening excerpt (first ~120 words) tap to expand
ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountThis edition of Market Factors starts with a remarkable data point about data centres and describes the investment opportunities that arise. Section two moves on to my concerns about big IPOs later this year and the diversion is more political that usual (but not evangelical). UtilitiesPower bills bring investor opportunity U.S. neighbourhoods near data centres have seen a 267-per-cent increase in electricity costs and it’s not hard to see how that’s inconvenient to residents. The situation has implications and opportunities for investors.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at The Globe and Mail.
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