Your AI token price looks fixed. It isn’t. On June 10, Gartner reported that data center electricity demand will hit 565 TWh in 2026, a 26% jump, and noted that operators will use their leverage to secure power and pass rising costs down the chain to AI providers, and then to you.
The vendors already know their power exposure. The six questions below make them tell you yours before you sign anything.
The six-question Power Pass-Through Audit
Paste this into an email to your AI or cloud vendor before your next renewal:
Subject: Power and pricing terms — [CONTRACT NAME] renewal
Before we renew, I need clarity on how energy costs affect our pricing.
Please answer:
1. What portion of our unit price ($/1M tokens or $/GPU-hour) is
exposed to your energy costs, and how has that shifted in the
last 12 months?
2. Do our rates include any energy or power surcharge — now, or
contractually allowed later? If so, what caps apply?
3. Where does the compute for our workload physically run, and what
is that region's grid reliability and power-cost trend?
4. If you hit a power shortage, what is our priority tier for
capacity versus [ENTERPRISE TIER / other customers]?
5. Can we lock current pricing with a 24–36 month commit, and
what's the discount for signing before [RENEWAL DATE]?
6. What's your contracted power plan (nuclear PPA, on-site
generation), and when does it come online?What a straight answer looks like
The source provides a sample vendor response so you know what useful actually sounds like:
“~40% of your rate tracks our energy and hosting costs; those rose ~18% last year. No surcharge today, but the MSA permits a pass-through above a 20% power-cost increase. Your workload runs in [REGION], grid constrained. A 30-month commit locks current rates at 12% off if signed before Sept 30.”
A vendor who cannot answer at this level of specificity is telling you something important about your risk.
Where this applies
The same audit works across GPU cloud renewals, hyperscaler committed-use agreements, colocation and data center leases, and any managed-inference vendor repricing on 2026 power costs.
Stop treating your AI bill as a fixed SaaS line. It’s an energy-exposed contract, and you can cap, lock, or move it before the increase hits your invoice.
