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PJM Under Pressure: Data Centers and AI Threaten the U.S.'s Largest Power Network

PJM под давлением: рост дата‑центров и ИИ ставит под угрозу крупнейшую сеть электроэнергии США

Friends, a tech update: PJM admits its grid faces serious stress from rising data‑center and AI demand.

In a white paper PJM warned the region has 'years, not decades' for reforms; hundreds of GW of interconnection requests await, yet few projects are online. Major players are uneasy — AEP is weighing exit from PJM amid growing regulatory and price uncertainty. PJM outlines three options: long‑term generator commitments, prioritized load shedding, or a shift to a more operational market.

Why it matters: the choice will shape prices, reliability and data‑center growth in the region.

Which reform path is acceptable to industry and regulators?
#energy #datacenters #infrastructure #AI

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