AI data centres are driving up power bills at America’s Rust Belt factories

AI data centres proliferating across the PJM grid's 13-state region are driving sharp electricity cost increases for Rust Belt manufacturers. Capacity charges on the PJM grid surged over 1,000% — from $28.92 to $329.17 per megawatt-day — as data centres accounted for roughly 40% of a record $16.4 billion auction cost. Industrial electricity prices in Pennsylvania and Ohio rose 31% and 26% respectively, far outpacing the 7% national average. Manufacturers like Belden Brick saw monthly capacity charges jump from $1,600 to $12,000, while others are exploring on-site gas generation or off-peak production shifts. The grid cannot keep pace with data centre construction, and regulatory battles over who bears the cost are ongoing, creating political tension as the AI build-out conflicts with domestic manufacturing revival goals.

Nguồn: https://thenextweb.com/news/data-centres-rust-belt-power-bills. 8sync News chỉ tóm tắt và dẫn link; bản quyền nội dung thuộc tác giả và nguồn gốc.

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AI hardware demand keeps Asia’s factories humming as the Iran war bites

June PMI data shows Asia's manufacturing sector expanding for the sixth or seventh consecutive month, driven largely by AI hardware demand — chips, servers, and data-centre equipment. China's high-tech PMI hit 53.5, Japan reached 54.8, and smaller economies like Malaysia, Vietnam, Taiwan, and the Philippines also posted growth. The AI build-out is acting as a buffer against geopolitical headwinds from the Iran conflict, which is raising energy costs and extending shipping times. Risks include concentration in a single demand cycle, rising input costs, and tightening US export controls reshaping supply chains — including a $13m chip seizure in Malaysia.

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