Affordability is the buzzword for the coming elections, and the price of power is one big indicator that is flashing red for a lot of Americans.
Good explainers, starting with this CNN piece above. Pretty much all the components are there.
While increasing demand is a factor, studies show that merely building more data centers does not automatically increase demand. At a certain point that may change, especially if the Trump administration keeps blocking new capacity.
Both reports rightly reference extreme weather events as a significant contributor.
Elsewhere on this page, see some reports about the impacts of the recent ice storm in Nashville, where many residents are still without power after almost 2 weeks.