US utilities boost spending for data centers as affordability concerns grow
Major utilities are boosting infrastructure spending to meet surging data center demand. This shift raises concerns about rising bills for residential users.
Insights:
Major electric utilities in the US 
US, led by American Electric Power Company, Inc. and Exelon Corporation , announced on February 12, 2026, that they are expanding their capital plans to build additional transmission and generation capacity. The decision comes in response to surging electricity demand from data centers, a trend that is reversing roughly two decades of flat electricity consumption across the nation.
US, led by American Electric Power Company, Inc. and Exelon Corporation , announced on February 12, 2026, that they are expanding their capital plans to build additional transmission and generation capacity. The decision comes in response to surging electricity demand from data centers, a trend that is reversing roughly two decades of flat electricity consumption across the nation.
