Romaine Bostic

Yeah, that's right.

And they were pretty diplomatic about it.

yeah and in fact this has actually become a bit of a sleeper issue in this campaign remember it was just about a year ago when one of the main wholesalers in this region actually ended up delivering to utilities a more than tenfold jump in wholesale electricity prices and that was driven almost entirely by a big build out in data center demand earlier this year just in the summer of 2025 there was a fresh auction

And prices went up again, more than 20%.

Remember, these are wholesale prices, and these are prices that are effectively a barometer on future demand for AI capacity.

And I want to put this in context for you, Ed.

As of right now, there is about 500 megawatts of AI data center capacity up and running right now.

Within a year, that's likely to double.

There are two big projects under the works.

About 100 plus megawatt project being built by CoreWeave in central New Jersey in the town of Kenilworth.

And one even larger than that down south near Atlantic City.

Caroline and Ed, that's going to have a big impact on energy prices.

And I'm Nathan Hager.

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