Who Pays to Power AI? Inside the Regulator’s Balancing Act With NARUC President Ann Rendahl

Who Pays to Power AI? Inside the Regulator’s Balancing Act With NARUC President Ann Rendahl

February 11, 2026 · 42 min · Season 1 · Episode 59

About this episode

The episode discusses the challenges of balancing electricity demand driven by AI and data centers with rising energy costs and grid investments.

AI and data centers are driving electricity demand higher just as Americans are feeling the pressure of rising energy bills. Meanwhile, utilities are seeking approval for unprecedented levels of grid investment. As state regulators gather this week for their annual Winter Policy Summit, the question is front and center: how do we keep the lights on without breaking the bank? In this episode, Ann Rendahl—who leads state utility regulators nationwide as president of NARUC and serves as a ...

People in this episode

Guest: Ann Rendahl

Mentioned in this episode

Organizations: NARUC, Electric Power Supply Association

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