Big Tech and blue‑chips build energy trading desks amid surging power demand from AI data centers
The post Big Tech and blue‑chips build energy trading desks amid surging power demand from AI data centers appeared on BitcoinEthereumNews.com.
The fight for power in the US has turned into a wild race as AI development speeds up and pushes electricity demand to levels that look nothing like the past decade. Growth is now expected to run five to ten times faster over the next ten years, and every company that relies on heavy data loads feels the pressure. Higher demand means higher costs and tighter access, and no one in corporate America wants to get caught paying for power they cannot secure or cannot afford. That fear is now pushing Big Tech and blue-chip firms into the world of energy trading. Big Tech is building trading desk to manage rising load from AI infrastructure Meta, Microsoft, and Apple all received federal approval from the Federal Energy Regulatory Council to buy and sell wholesale electricity as they try to handle the massive load coming from AI systems and new data centers. Late November brought a new twist when Disney posted a listing for an energy trader to purchase and schedule electricity for its operations. Rob Gramlich from Grid Strategies said a company with big demand or supply faces clear market exposure, adding that a trading desk is one way to limit that exposure. His warning lands as utilities push stricter rules. When demand was low, companies had looser deals, but now utilities want buyers to commit to fixed quantities even if their real use ends up lower. Tech companies planning a data center might expect to use 2 gigawatts, according to Cryptopolitan’s analysis. The utility may only agree if the firm pays for 1.5 gigawatts upfront. If actual use hits only 1 gigawatt, that firm is stuck paying for an extra 500 megawatts. A trader inside that company can take that leftover power to the open market and sell it…
Filed under: News - @ December 14, 2025 9:28 pm