文章中被引用的公用事业公司与高管重点在于，防止 AI 电力扩张成本转嫁给家庭。NextEra Energy 计划到 2035 年仅为资料中心新增至少 15 gigawatts 发电容量，CEO John Ketchum 表示，如果公司没有把这一目标翻倍，他会感到失望。Florida Power and Light 预测到 2029 年居民电价每年上升约 2%，而 PG&E CEO Patti Poppe 表示，每新增 1 gigawatt 的大型负载应让居民每月帐单下降 1%；自 2005 年开始准备的 Prologis 现在提供 1.1 gigawatts、由电池支撑的太阳能。
这轮建设正在推动上游工业支出与产能提升。Siemens AG 正在 Mississippi 的一座开关设备工厂投资最多 $300 million，Eaton Corp. 正在 South Carolina 的一座变压器工厂投入 $340 million，Cummins 已将大型发电机引擎产能翻倍。Caterpillar 正为 Utah 一个资料中心园区供应发电机，目标是在今年年底前实现 455 megawatts 的现场电力，并计划到 2032 年扩展至 12 gigawatts；文章称 BYOC 选项包括发电机、太阳能、风能和电池，并主张更高成本应由科技公司承担，而非居民用户。
AI companies are accelerating data-center buildouts and using bring-your-own-capacity (BYOC) power to avoid long grid-connection queues. The article says a data center can take up to two years to build, while grid interconnection can take as many as seven years. Demand for primary on-site generation has lifted generator manufacturers, with Caterpillar shares up 112%, Cummins up 56%, and Generac up 59% in the last 12 months, versus a 12% gain for the S&P 500 Index.
Utilities and executives cited in the article focus on preventing AI power expansion costs from shifting to households. NextEra Energy plans to add at least 15 gigawatts of generation solely for data centers by 2035, and CEO John Ketchum said he would be disappointed if the company did not double that goal. Florida Power and Light forecasts residential rates rising about 2% annually through 2029, while PG&E CEO Patti Poppe said each additional 1 gigawatt of large load should reduce monthly residential bills by 1%; Prologis, preparing since 2005, now provides 1.1 gigawatts of solar backed by batteries.
The buildout is driving upstream industrial spending and capacity increases. Siemens AG is investing up to $300 million in a switchgear factory in Mississippi, Eaton Corp. is spending $340 million on a transformer plant in South Carolina, and Cummins has doubled capacity for large generator engines. Caterpillar is supplying generators for a Utah data-center campus targeting 455 megawatts of on-site power by the end of this year, with a plan to scale to 12 gigawatts by 2032; the article says BYOC options include generators, solar, wind, and batteries, and argues the higher costs should be borne by tech companies rather than residential customers.