# AI Outbids Everyone for Cheap Power

AI computing buyers will keep outbidding bitcoin miners, utilities and other industrial users for cheap firm electricity through long contracts and political backing, forcing displaced users to relocate or convert.

- Conviction: 40 / 100 (forming)
- Horizon: Emerging (watchlist)
- Tracking since: 2026-11-14T00:00:00.000Z
- Last updated: 2026-11-14T14:08:09.551Z
- Canonical: https://polylog.news/trends/ai-outbids-for-power
- Publisher: Polylog

## Recent evidence

- [confirms] Paraguay's state utility will end cheap power contracts for bitcoin miners in 2027 and has signed a 15-year AI deal (2026-11-14): Paraguay's state utility says the cheap power contracts for bitcoin miners, about $350 million a year at $44/MWh, will end for good on December 31, 2027, and it has signed a 15-year AI power deal. A state seller is moving cheap hydro from miners to AI buyers on long-term contracts.