Yann LeCun points to state data showing no link between AI demand growth and electricity price increases

Yann LeCun reposted Nic Carter's US electricity data covering 2015-2025. Generation fluctuated between 4000 and 4400 TWh per year. Data centers increased to 300 TWh by 2025 with AI share near zero until 2024. Virginia and Texas showed demand growth without price changes, contrasting California and New York where prices rose with lower load growth.

Original post

GT#270@GARRYTANOPNCnic carter|@NIC_CARTER

"AI is hiking your energy bill" is the most popular political talking point of 2026. The data doesn't support it. A thread:

5:54 AM · May 18, 2026 View on X

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YL#4|@YLECUN