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AI, Grid Stress, and the Rising Cost of Cooling

Discover how AI-driven data centers are reshaping electricity demand, prices, and why smarter HVAC and efficiency are critical for sustainable growth.

Ava Montini

Feb 24, 2026

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How artificial intelligence is reshaping electricity markets and redefining efficiency inside data centers and real estate portfolios


Across North America, electricity load forecasts are being revised upward as hyperscale campuses, colocation expansions, and AI clusters come online. Grid operators are responding to a new reality: computing growth is accelerating faster than generation and transmission capacity.



Global data center electricity consumption could reach 1,000 terawatt-hours annually by 2030, roughly equivalent to the annual consumption of Japan. In the United States, PJM Interconnection has reported a sharp increase in capacity auction prices as new large-load customers, including AI-driven data centers, enter the interconnection queue.


Goldman Sachs forecasts a 175% surge in global data center power demand by 2030, a significant upward revision driven by the rapid adoption of AI infrastructure and intensive GPU requirements. This surge is expected to raise data centers’ share of U.S. electricity consumption to approximately 8% and contribute to a 10–15% increase in European power demand over the next decade.


AI Workloads Are Structurally Different



Previous digital expansion cycles, including early cloud adoption, drove steady and predictable growth. AI changes the profile of demand.


Training large language models requires sustained, high-density compute over extended periods. Inference activity multiplies that demand across millions of daily interactions. Rack densities are climbing. Thermal loads are intensifying. Mechanical systems are operating closer to their performance limits for longer durations.


Higher density translates directly into greater airflow sensitivity and tighter thermal tolerances. Small inefficiencies that were once negligible now compound materially across 8,760 operating hours per year.


Cooling Is a Major Line Item, Not a Support Function


In many modern facilities, mechanical systems account for 30 to 40 percent of total site energy consumption. That includes chillers, pumps, CRAH and CRAC units, and most consistently, fans.


Fan energy is particularly sensitive to system resistance. Based on affinity laws, fan power scales approximately with the cube of airflow. As static pressure increases, required fan energy rises disproportionately. Even modest increases in resistance can translate into meaningful increases in kilowatt draw.

Filtration is one of the most persistent contributors to system resistance. As filters load or when they have a high baseline pressure drop, fans compensate continuously. This is not a temporary event. It is a compounding operational penalty.


For a 20-megawatt data center, cooling and mechanical systems often account for 30 to 40 percent of total facility energy use. That equates to roughly 6 to 8 megawatts dedicated to cooling infrastructure.


Even modest efficiency improvements at this scale are financially meaningful. A 5 percent reduction in cooling-related fan energy would reduce load by approximately 300 to 400 kilowatts. At an electricity price of $0.10 per kilowatt-hour, that translates to roughly $260,000 to $350,000 in annual energy cost savings, before considering demand charges or capacity pricing exposure.

In regions with constrained supply or rising capacity costs, the economic value of that reduction increases further.


Grid Stress Is Changing the Economics of Efficiency


Electricity markets are tightening in regions experiencing concentrated data center growth. Capacity auctions in PJM have reflected the strain of new large-load interconnection requests. Transmission upgrades require time. Generation additions face permitting and capital constraints.


As reserve margins narrow, price volatility increases. Capacity charges, peak demand pricing, and long-term power purchase agreements are becoming more complex and more expensive.


For data center operators, efficiency becomes a hedge against volatility. Each kilowatt not consumed reduces exposure to price swings and capacity premiums. For REITs with diversified portfolios, it strengthens net operating income resilience across properties facing similar market pressures.

Scope 2 emissions reporting adds another layer of accountability. Institutional investors increasingly evaluate carbon intensity alongside operating performance. Mechanical efficiency directly influences both.

Energy savings are no longer incremental improvements. They are risk mitigation tools.


Designing for AI Without Expanding Energy Budgets


The strategic response does not require speculative technology. It requires disciplined optimization of existing systems.


Three priorities stand out:


1. Reduce persistent static pressure

Airflow resistance accumulates silently over time. Low-pressure, high-efficiency filtration technologies reduce baseline resistance while maintaining particulate capture performance. This lowers continuous fan energy and protects downstream equipment.


2. Optimize thermal management architecture

Variable-speed fans, containment strategies, and calibrated ventilation align airflow with actual load rather than worst-case assumptions. This stabilizes thermal performance under higher rack densities.


3. Institutionalize monitoring-based commissioning

Continuous diagnostics prevent efficiency drift. Small degradations in airflow or heat exchange are corrected before they become embedded in long-term energy profiles.



The Competitive Advantage of Thermodynamic Discipline


Artificial intelligence will continue to expand electricity demand. That trajectory is supported by credible projections from global energy authorities and financial institutions. The constraint is not computing ambition. It is infrastructure capacity.

Facilities that treat thermodynamic efficiency as core infrastructure rather than as an ancillary optimization will outperform in this environment. Lower static pressure, calibrated airflow, and disciplined mechanical management translate directly into reduced exposure to grid stress and electricity price escalation.

The economics are clear. As AI reshapes the demand curve, cooling efficiency becomes one of the most controllable variables in an increasingly uncontrollable market.


Data centers are powering intelligence.

Efficiency will determine who powers it profitably.

Electrostatic Air Filter: Everything You Need to Know

  • Writer: Jennifer Crowley
    Jennifer Crowley
  • Dec 18, 2023
  • 5 min read

Updated: Jul 8, 2024

Image of Blade Air's Pro Filter halfway inserted into a commercial HVAC system
Electrostatic filters utilize static electricity to attract and trap particles on the charged fibres and carbon paths. So instead of getting pulled through and being blocked by filter material like standard filters, the particles are attracted to the filter media.

The importance of indoor air quality and the benefits of maintaining a clean air environment has become a major concern for indoor spaces. These benefits range from our mental and physical health improvements to better HVAC system efficiency and lower electricity costs. As a result, many large, public indoor spaces like offices, schools, buildings, and medical centers that we visit daily are required to pay greater attention to air quality for the safety of everyone.


But often, finding the right indoor air quality solution that is both economically sound and effective can seem daunting and overwhelming. With so many different types of HVAC filters and so much information to digest, how do you know the best choice?

If you want to save money and time while enhancing your air quality, electrostatic HVAC filters may be an excellent solution for your facility. In this blog, we will be going over the different types of electrostatic air cleaning filters, which one is most effective and how they differ from the industry standard filters.


What is an Electrostatic Air Filter?

An electrostatic filter is a form of air purifying technology commonly used in larger indoor spaces – specifically for commercial or industrial purposes. These units can be used in portable air cleaning devices or installed in the ductwork of HVAC systems.

The main idea of electrostatic filters is to utilize static electricity to attract and trap particles on the charged fibres and carbon paths. So instead of getting pulled through and being blocked by filter material like standard filters, the particles are attracted to the filter media.


Types of Electrostatic Filters

You will encounter two standard electrostatic technologies when searching the different types of electrostatic filters. In this article, we will be comparing the two:

  1. Electrostatic Ionized Technology

  2. Electrostatic Polarized Technology

Let’s look at the two technologies in a little more detail.


Electrostatic Ionized Technology


Illustration explaining how the Pro Filter works: Ionic electrostatic filters give a charge to airborne particles passing through the filter. The electrical charge allows the particles to be pulled and entrapped by plates (precipitators) of the opposite charge.
Electrostatic ionizing filters remove large particles, such as dust and pollen, but cannot filter all particles at the same level of efficiency.

Ionic electrostatic filters give a charge to airborne particles passing through the filter. The electrical charge allows the particles to be pulled and entrapped by plates (precipitators) of the opposite charge.


Are Electrostatic Ionized Filters Effective?

Electrostatic ionizing filters effectively remove large particles, such as dust and pollen, from the air but cannot filter the air of all particles at the same level of efficiency. The filter’s efficiency depends on the contaminant’s size; smaller particles in the mid-range within 0.1 to 1 micrometres are not charged as effectively and, as a result, are not collected thoroughly on the plates.


The Effect of Ionization on Health

One of the most significant issues with electrostatic precipitators is the potential creation of ozone as a byproduct. If breathed in at ground level, ozone is proven to be hazardous to one’s health. There is a potential risk of experiencing:

  • Decreases in lung function

  • Aggravation of asthma

  • Throat irritation and cough

  • Chest pain and shortness of breath

  • Inflammation of lung tissue

  • Higher susceptibility to respiratory infection


Electrostatic Polarized Technology 

Unlike Ionizing technology, polarized particles are referred to as bi-polar, meaning that each molecule has a positive charge at one end and a negative charge at the other. Let’s take the example of a magnet; polarized technology works similarly to how magnets’ positive and negative sides attract each other. Electrostatic polarized filters combine three major scientific principles to filter air and trap unwanted particulates.


Steps of the Filtration Process

Illustration detailing the 3 steps for filtration in an electrostatic filter including Impingement, Polarization and Agglomeration
Polarized technology works similarly to how magnets’ positive and negative sides attract each other.

  1. Impingement – Commonly referred to as a pre-filter, the impingement process traps dust by using the media placed in the path of oncoming airborne particles to stop it. 

  2. Polarization is the process of inducing an electrostatic charge to any particulates that pass through the air cleaner. This allows pathogens to be easily removed from the air with oppositely charged fibre media that act like magnets.

  3. Agglomeration is an advanced stage of polarization. The already charged polarized particles attach with other polarized particles as they collide in the air – this is called a “polarized field.” This field binds the submicron particles that standard filters otherwise let pass, deactivates the viruses/bacteria, and traps them in the filter, allowing the air cleaner to capture even the smallest particles.


Why Are Polarized Electrostatic Filters More Effective?

Unlike the more common ionizing technology found in most electrostatic air filters, polarized-media air cleaners do an exceptional job of removing sub-micron (<1 micron in size) particles without the efficiency loss associated with precipitating electronic air cleaners. In addition, as each particle attaches itself to the fibre strands it, in turn, becomes part of the collection process, thereby increasing the effectiveness of the filter as it loads. Polarized media also produces no ozone – making the filter better in performance and for human health. 


To summarize, here is a table demonstrating the difference between the two types of electrostatic filters just discussed.

Ionizing Technology

Ozone

Harmful to health

Not effective on small microns

Messy cleanup

Polarizing Technology

No Ozone

No harm to health

Effective on all sized microns

Hassle-free maintenance






Traditional Filters (MERV)

Until now, we have established that electrostatic polarizing technology is far more effective than electrostatic ionizing technology in indoor settings. But how exactly does it compare to the regular standard filters – that we find in most HVAC systems today? 

All traditional air filters are differentiated according to their MERV (Minimum Efficiency Reporting Value) rating, which denotes their efficiency. The higher a filter’s MERV rating, the more effective it is at capturing airborne particles.

MERV 13 and below are considered to be HVAC-system-grade filters for residential, commercial and general hospital use. MERV 13 filters are able to filter particles closer to the 0.3 microns size, which includes contaminants such as:

  • Pollen

  • Mould

  • Dust

  • Dust Mites

  • Bacteria

  • Pet Dander

  • Smoke

  • Virus carriers

  • Exhaust fumes


Electrostatic Filters vs Standard Filters

When comparing electrostatic polarized filters, specifically the Blade Electrostatic Polarized Filter, to MERV 13 and MERV 8 filters, we see the Blade Electrostatic Polarized Filter has greater filtration performance, filtering at 0.007 microns and maintaining a lower pressure drop. Pressure drop refers to the amount of electricity it takes to push the air through a filter. A low-pressure drop rating means pushing the air through the filter takes less power.  

Learn about other Types of HVAC Filters and how they compare to electrostatic filters.


Blade’s Electrostatic Polarized Filters

The Blade Electrostatic Polarized filter provides HEPA-Class and MERV-rated filtration while lowering your building’s energy consumption and maintenance time. Our electrostatic filters are the best option in HVAC systems and facilities where enhanced air quality is required, but a HEPA filter is not practical. 


Blade electrostatic polarized filters remove micro-particulates 40x smaller than traditional HVAC filters, enhancing your indoor air quality.


Blade’s electrostatic polarized filters remove harmful particulates, even as small as 0.007 micrometres, that traditional filters do not, making them the ideal filtration solution. Utilizing active polarization fields binds the tiny submicron particles together that standard filters and electrostatic ionic filters let pass.


When compared to traditional standard filters, Blade is proven to provide enhanced air quality and longer-lasting filters and lowers your energy consumption. In addition, the filter’s innovative design uses low-density media, reducing the strain on your HVAC system compared to traditional filters and high-efficiency systems.


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