Wednesday, March 18, 2026

50 GW of AI Capacity Is About to Face Generator-Level Oversight

NERC's fast-track rulemaking, triggered by a 2024 Virginia load drop that shed 1,500 MW in seconds, would hold AI datacenters to the same interconnection standards as power generators. With EPRI projecting 50 GW of AI peak demand by 2030, developers who don't wire demand response into campus designs now won't clear the new compliance bar.

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