PJM

AI Energy

PJM’s 15GW Emergency Capacity Request Exposes AI Infrastructure Bottleneck

The nation's largest grid operator seeks emergency power supplies as data center demand outpaces infrastructure buildout by 5-7 years, threatening US compute competitiveness.

8 min read ·
AI Energy

Virginia’s Grid Ruling Will Set National Precedent on AI-Era Infrastructure Costs

State regulators' decision on who pays for data center grid upgrades marks a critical test of whether optimization can replace construction in managing unprecedented electricity demand.

9 min read ·