Consumer energy prices in China aren’t going up because of AI data centers. Easiest way to see they have an oversupply of energy, primarily due to solar.
That consumer energy prices are going up is simply a matter of public policy. Municipalities have the power to keep rates flat, but they choose not to.
They don't have many big AI datacenters as they've been GPU constrained for a long time.
Solar is largely irrelevant. You can't run an AI datacenter off solar.