データセンターが電気料金へ与える影響を分析(Data Centers Are Driving Up Power Bills. A New Study Looks at How Bad It Could Get)

2026-05-18 ノースカロライナ州立大学(NCState)

米国のノースカロライナ州立大学の研究チームは、急増するデータセンターの電力需要が一般家庭や企業の電気料金上昇につながる可能性を分析した。AI計算やクラウドサービス拡大に伴い、データセンターは大量の電力を消費しており、地域電力網への負荷増大が問題となっている。研究では、電力インフラ増強費用や需給逼迫コストの一部が消費者料金へ転嫁される構造を指摘した。また、データセンター誘致による経済効果が期待される一方で、地域住民が間接的に負担を負うケースもあるという。研究者らは、電力契約制度や料金設計、再生可能エネルギー導入政策を見直し、電力コスト負担の公平性を確保する必要があると提言している。本成果は、AI時代のエネルギー政策とデジタルインフラ整備の課題を示す研究として注目される。

データセンターが電気料金へ与える影響を分析(Data Centers Are Driving Up Power Bills. A New Study Looks at How Bad It Could Get)
Photo credit: Fré Sonneveld.

<関連情報>

米国におけるデータセンターおよび仮想通貨マイニング拡大に伴う電力システムコストと排出量 Power system costs and emissions from data center and cryptocurrency mining expansion in the United States

Jeremiah X. Johnson, Cameron Wade, Michael Blackhurst, Joseph F Decarolis, Anderson R De Queiroz, I Daniel Posen and Paulina Jaramillo
Environmental Research Letters  Published: 12 May 2026
DOI:10.1088/1748-9326/ae6c3d

Abstract

Rapid growth in electricity demand from data centers and cryptocurrency mining could significantly alter the trajectory of the United States’ power sector. We use an energy system optimization model to evaluate how projected demand through 2030 may influence electricity generation, power infrastructure investment, emissions, and costs under a range of scenarios. We model power sector capacity expansion and dispatch decisions across 26 interconnected power regions, incorporating policy constraints and spatial variation in renewable resources and transmission infrastructure. We find that data center and cryptocurrency demand could increase 2030 power sector CO2 emissions by up to 28% relative to a future with no data center growth, driven by increased generation from natural gas and coal plants. Regional effects vary substantially: coal-fired generation rebounds to meet demand in Northern Virginia, while Texas accommodates growth primarily through natural gas generation. Electricity costs, as measured by demand-weighted locational marginal prices, rise by up to 57% in some regions, with a national average increase of 6% to 29% across the modeled scenarios. Outcomes are highly sensitive to natural gas prices. Lower natural gas prices are associated with lower emissions before considering data center demand (with natural gas displacing coal), but result in large incremental emissions attributed to data centers as coal power utilization increases to meet the increased load. In contrast, higher natural gas prices shift a greater share of new demand toward cost-competitive renewable resources, thereby moderating emissions impacts. Reinstating federal incentives for renewable electricity would dampen both the cost and emissions attributable to data center demand. Distributing new data center and cryptocurrency demand more broadly across the grid reduces regional price spikes, but has little effect on national average electricity costs. Overall, these findings highlight the need for proactive planning and targeted policy to ensure that growing data center electricity demand does not strain efforts to achieve near-term climate and affordability goals.

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