Electricity prices rising by double the rate of inflation. Data center demand means no relief ahead, analysts say
- Electricity prices jumped 6.9% in 2025 year over year, more than double the headline inflation rate of 2.9%, according to Goldman Sachs.
- Prices will continue to rise through the end of the decade as data centers make up 40% of electricity demand growth, the bank said.
- This will lower disposable income, drag down consumer spending and slightly slow economic growth in the coming years, Goldman said.
- https://www.cnbc.com/2026/02/12/electricity-price-data-center-ai-inflation-goldman.html
