Agencies
PJM Interconnection operates the electric grid serving parts of the Mid-Atlantic and Midwest regions, which does not include Texas, though its grid management practices influence broader U.S. datacenter infrastructure standards.
April 6, 2026
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When Military Strikes Take Down Cloud Regions, Location Becomes Strategy
Pennsylvania's DEP issued a Request for Information on March 28 seeking large-scale generation and battery storage projects eligible for PJM's new Expedited Interconnection Track, which opens by August 2026 and can deliver Generator Interconnection Agreements within ten months.
April 1, 2026
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Utilities Waited. SoftBank, Google, and the Army Didn't.
PJM's capacity auction cleared gas at roughly 800% price increases over two cycles, hitting the $329.17/MW-day cap.
March 20, 2026
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Developers Stopped Waiting for the Grid. Now They're Building Around It.
ERCOT and PJM utilities account for 72% of committed large loads, and queue times stretch beyond five years in many regions.
March 17, 2026
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Virginia Led. Now New Jersey and Illinois Want Hyperscalers to Pay the Grid Bill.
SB 253's cost-shifting mechanism, subject to State Corporation Commission approval, will directly hit operator economics in PJM's most concentrated datacenter market.
March 14, 2026
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Texas Captures 30% of AI Power Demand Before the Rules Are Written
Spotlight PA reports potential state tax revenue losses of $2 billion and an 800% increase in PJM power costs.
March 13, 2026
Virginia's Tax Crack-Up Hands Texas a $73 Billion Recruiting PitchPJM has paused new project reviews in Northern Virginia's Data Center Alley until next year.
March 9, 2026
Texas's Next Gigawatt Cluster Depends on Fights No Developer ControlsWatch ERCOT, PJM, and state PUC proceedings for actual tariff language; the pledge itself changes nothing operationally.
March 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationThe company holds 4 GW of pre-permitted sites across ERCOT, SPP, PJM, and MISO, and says off-takers for green hydrogen simply wouldn't commit.
March 4, 2026
Behind the Pledge: 40 GW, No Rules, and Texas Ready to Win Either WayBut the pledge lacks operational details, compliance frameworks, or binding regulatory language, leaving execution dependent on FERC, PJM, and state permitting regimes that don't yet have rules to match the rhetoric.
March 2, 2026
Developers Face 300 Bills and One Hard Truth: Water Has No WorkaroundJerome Township outside Columbus became the first U.S. locality to impose a moratorium, and Ohio's PJM territory saw wholesale capacity prices spike 22% in July, translating to a projected $16 monthly increase for average residential customers.
February 27, 2026
6.5 GW Under Construction, 30% Slippage: The Real Cost of Texas's Datacenter SprintIn Adams County, Ohio, AES Ohio disclosed to PJM a 1,300 MW datacenter load request near the Stuart Substation with phased energization starting 2028.
February 25, 2026
Co-Located Power Is the New Default. Texas Counties Can't Stop It.The U.S. Department of Energy issued an emergency order authorizing Duke Energy, PJM, and ERCOT to compel data centers to switch to backup generators.
February 22, 2026
6.5 GW Under Construction, $98 Billion Stalled at the City LinePJM wants authority to charge datacenters for reserved capacity "whether they show up and use the power or not."
February 8, 2026
Renewables or Gas: A $178B Decision Stalks a Grid That Can't Connect Either One Fast EnoughPJM Interconnection faces a potential 60GW power shortfall over the next decade driven by datacenter demand, while a Synapse Energy Economics study quantifies the stakes at $178 billion: that's the cumulative cost difference through 2035 between accelerating renewables deployment and maintaining the status quo across the 13-state RTO serving 65 million people.