According to @KobeissiLetter on X on Sep 1, 2025, electricity prices are trending higher in a near-linear move as AI demand surges, making energy the immediate bottleneck for AI growth. According to @KobeissiLetter on X on Sep 1, 2025, this matters for trading because rising power costs directly affect BTC miners’ cost per coin and AI data center operating expenses, pressuring margins when electricity spikes. According to @KobeissiLetter on X on Sep 1, 2025, traders should monitor power price momentum alongside crypto miner equities, BTC network hash economics, and AI compute plays for potential cross-asset volatility.

According to @KobeissiLetter, U.S. data centers now consume a record 5% of total electricity demand, driven by digitalization and AI, with this share estimated to more than double over the next five years, source: @KobeissiLetter on X, Aug 12, 2025. This growth trajectory aligns with International Energy Agency analysis that global data center electricity consumption could roughly double by 2026 as AI workloads expand, signaling persistent upward pressure on power markets, source: International Energy Agency, Electricity 2024 report. For trading, rising load in hubs such as PJM and ERCOT can tighten grids and lift wholesale prices, directly impacting Bitcoin (BTC) miners’ power costs and margins given the sector’s energy intensity, source: US Energy Information Administration analyses of data center load growth and market conditions; Cambridge Centre for Alternative Finance, Bitcoin Electricity Consumption Index research; ERCOT and PJM market reports. Traders should monitor utilities and independent power producers exposed to data center corridors, AI compute supply chains, and BTC miners’ power purchase agreements and curtailment disclosures for cost trend signals and margin risk, source: US Energy Information Administration regional demand data; International Energy Agency data center outlook; public filings from listed Bitcoin mining firms.