Dear Reader,

Today I want to talk about a report from Bloomberg News about the impact that AI data center construction is having on our electricity bills.

I don’t know about you, but when I’ve opened my electricity bills, I’ve been shocked at how high they’ve become the past couple years and especially this year.

Here’s Bloomberg’s headline:

“AI Data Centers are Sending Power Bills Soaring…

“Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers.

That’s being passed on to customers.”

Now, for those of you who don’t know how the electric grid works, I’ll share what I know:

About two-thirds of the power that is consumed in the United States runs off of a state or regional grid where the system operator manages the trading of energy.

So, they’re actually trading with counterparties, and the wholesale commodity costs are definitely passed on to households and businesses in the area.

They trade energy units in real time which is why you can see variation in your electricity bill.

Here’s what the research found:

In 2020, wholesale electricity prices around the country averaged around $16 per megawatt hour with slight variations from one energy market to another.

But now in 2025, the electricity costs that you pay depend a lot more on where you are physically located…

Prices have jumped in many parts of the country.

Some central states, believe it or not, have had negative wholesale prices, meaning more electricity is produced than consumed.

So the increases are not universal or equal.

Many areas with the biggest jumps are near data center hotspots, which we talk about in our “Last Retirement Stock” report we just updated.

You definitely want to check that out:

>>UPDATE: “The Last Retirement Stock You’ll Ever Need”

Because every tech revolution at its core, is an energy revolution.

And we lay out the best ways to play it in this report.

If you look at the areas of the country that have seen the biggest jumps in electricity, more than 70% of them are located within 50 miles of heavy data center activity.

Here are a few notes I wrote down to show you the impact this has had:

In Virginia, 39% of the electricity is going to data centers…

Oregon: 33%; Iowa: 18%; Nevada: 15%; Utah: 15%; Nebraska: 14%; Arizona: 11%; Wyoming: 10%; Ohio: 9%; Illinois: 7%; Georgia: 6%; New Jersey: 6%; Washington: 6%; Texas: 5%; North Dakota: 5%.

So 5% of electricity in Texas is being consumed by data centers.

That’s going to go up a lot.

A lot of state governors, in an effort to attract businesses, are okaying the expansion of massive data center activity. 

We’re seeing the “data sanctification of America.”

And we as consumers are paying the price.

This is one of the reasons that we were so early to publish this report.

Inside, we feature a few companies benefiting hugely from this trend…

One in particular is like a core component for any retirement portfolio…

It pays a big dividend…

It basically collects a “royalty” every time someone uses AI, and then passes that on to investors.

It’s an outrageous kind of business.

Our report is a deeper dive than what you get on Bloomberg.

We show you the underpinnings of this AI revolution, along with the very best ways to play it.

Because all these centers – all these regional areas that control wholesale electricity – are getting energy from different sources.

We really pull back the curtain on everything going on and the companies involved in this.

Here’s that stock report.

Check it out now, because the opportunities are getting bigger fast.

My goodness – NVIDIA’s investing $100 billion in OpenAI…

In data center stuff.

Meta is raising $29 billion in debt to build data centers.

All these things tie to data centers – which all rely on electricity.

It’s pulling on demand in a way we’ve never seen.

There’s a revolution in energy consumption the likes of which hasn’t happened since probably the railroad revolution.

It’s happening right now.

In my view, this is the safest, best way to play AI.

Because you collect dividends on everything going on, at the same time the stock, in my view, is hurtling toward a potential 1,000% gain.

So that’s what I have for you today. 

Have a wonderful weekend. I’ll see you Monday.

>> WATCH: “The Last Retirement Stock You’ll Ever Need”

“The Buck Stops Here”