The AI Data Center Boom Is Breaking PJM — And Your Electric Bill

Описание: America's largest power grid — PJM Interconnection — just failed its own reliability auction for the first time in history, coming up 6,600 megawatts short as AI data centers overwhelm a system built for a different era. Capacity prices jumped nearly tenfold, wholesale power costs rose 76% in early 2026, and federal regulators are now openly discussing breaking PJM apart.

Topics covered: PJM capacity auction failure, AI data center power demand surge, $23B in added grid costs, the Ratepayer Protection Pledge, FERC's July governance meeting, and what it all means for ratepayers and the future of AI infrastructure buildouts.

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