U.S. Businesses Will Soon Use More Power Than Homes.

• THE GRID

For the first time ever, U.S. businesses will use more electricity than homes.

I had to read that line twice.

The EIA confirmed it in its May forecast. Commercial power use — led by data centers — will pass residential use in 2027. This has never happened. Not once. Not in the 90-plus years the government has tracked this data.

For two decades, total U.S. power demand was flat. Efficiency gains canceled out new load. The line barely moved.

Then AI showed up. And snapped it.

In a regular gold bull market, you get easily recognizable stages…

First, the majors move... then the juniors play catch-up...

Then comes the acquisitions phase – when cashed-up majors buy smaller operations and hand early investors overnight premiums as high as 79%.

That's where we are now. Look…

Major gold miners like Barrick, Agnico and Newmont have never had this much cash. Ever.

Which is why they are about to go on a buying spree for the record books.

They have to, because the multi-billion-dollar majors have a big problem…

They’re running out of gold. No kidding…

Newmont – the largest gold miner on earth – spent more than $15 billion for Newcrest in the largest mining deal in history. In 2025…

Their total gold production was the same as it was before the acquisition.

Barrick – the world’s second largest miner – is running on fumes… down from 2 million ounces a quarter to just under 800K.

These gold majors have to go shopping… or they go out of business.

My name is Garrett Goggin – and I saw all this coming years ago. It’s why my readers are now sitting on gains of more than 1,200% in just two years.

It’s also why you could have collected overnight gains of 40%... 67%... and even 79%. Imagine waking up to a 79% gain!

When gold majors buy out productive junior miners…

They tend to pay massive premiums to the current share price. This premium is like getting FREE MONEY.

All you have to do is own the right junior miners BEFORE they get bought out.

If you want to know my top three buy-out picks for the ongoing wave of acquisitions, go here and I’ll give you all the details.

Data centers now drive 55% of all U.S. electricity demand growth. In 2023, they used 176 terawatt-hours. Enough to power 17 million homes. Five years earlier, they used less than half that.

Last year set the record. Total U.S. electricity use hit 4,195 billion kilowatt-hours. This year, the EIA projects 4,268 billion. A 1.7% jump. Sounds small. After two flat decades, it's a jolt.

And it's picking up speed.

PJM is the largest grid operator in the country. It serves 65 million people across 13 states. It now expects peak summer demand to reach 220 gigawatts by 2040. The all-time record is 165 gigawatts. Set in 2006. That's a 33% gap. In 14 years.

Nobody has built grid capacity that fast. There aren't enough transformers. There aren't enough lineworkers. There aren't enough years.

EPRI projects data centers could use 9% to 17% of all U.S. power by 2030. Even the low end doubles their current share. Virginia faces the biggest hit. Seven more states are close behind: Arizona, Indiana, Iowa, Nebraska, Nevada, Oregon, Wyoming. By decade's end, data centers could eat a fifth of their power. These are grids built for farms. Not server farms.

Every investor chasing AI stocks is really making a bet on kilowatts. If the grid can deliver, the buildout rolls. If it can't, everything stalls.

The crossover is near. Business power use won't drop back below residential. Not next year. Not ever.

The power map is about to flip. Now we find out if the wires can keep up.

Where should you invest $100 right now?

Elon Musk just invented and patented this new AI technology…

And he's predicting it will launch a NEW industry that will grow more than 7 million percent in the coming years.

Even if he's only 10% right, that would still be enough to grow $100 into more than $700,000.

Click here to see the details on what Elon Musk called "an infinite money glitch."

• RESISTANCE

California just rewrote the playbook on data center power.

Last Friday, lawmakers reached a compromise on two bills. Sen. Steve Padilla and Assemblymember Rick Chavez Zbur struck a deal after weeks of tense talks. The legislation tells the CPUC to create a separate rate class for data centers. That rate would cover the full cost of grid upgrades — transmission, substations, interconnection.

Padilla saw the backlash firsthand. A data center planned on 75 acres in his own Imperial Valley district sparked fierce local pushback.

Big Tech fought the bills hard. A CalMatters analysis found that tech firms and utilities spent millions lobbying Sacramento in the first half of 2026. Amazon alone paid more than $500,000 to lobby on 33 pieces of legislation. Anthropic nearly tripled its federal lobbying spend. Google, Meta, OpenAI — all pushed back. Their pitch: strict rules will chase data centers and jobs to other states.

"The level of concern and sensitivity is through the roof," Padilla said.

Last year, the industry won. Newsom vetoed a bill that merely asked data centers to report water use. This year, the politics shifted. Separate bills on energy and water disclosure cleared the legislature too.

The full package now sits on the governor's desk. He has until September 30.

If he signs, California forces data centers onto a rate class that reflects their true grid cost. Every project in the pipeline gets repriced.

Sacramento isn't just writing rules. It's pricing the AI buildout.

• BLACKOUT WATCH