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U.S. cost debate grows over whether data centre boom will raise household electricity bills

As data centres rapidly expand on the back of the AI boom, concerns are growing in the United States that the cost of generation, transmission and substation upgrades could be passed on to household electricity bills. Analysts disagree on whether data centres raise residential rates, with some arguing they increase procurement costs and others citing research suggesting average retail prices can fall as fixed costs are spread across greater usage. The debate centres on cost-allocation rules and regulatory design.