PJM Interconnection is a regional transmission organization managing electricity flow and capacity markets across 13 Mid-Atlantic and Midwest states.
Constellation plans to spend more than $4.3 billion to add nearly 1 GW at 11 reactors, MIT Technology Review reported. Per kilowatt that costs more than new solar with storage or gas, and Google and Meta signed long-term purchase deals.
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Google contracted 3,590 megawatts from Constellation Energy, of which 890 megawatts is new nuclear capacity backed by more than $4.3 billion of uprates. That new slice is built to fit PJM's proposal that data centers bring their own power or face cutoffs at peak.
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The EIA projects US electricity demand will set records in both 2026 and 2027, reaching 4,356 billion kWh. National growth is under 4% over the two years, so the power constraint on AI building shows up locally, in regional prices and in what a connected megawatt sells for.
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Local opposition stalled at least 45 US data center projects worth about $68 billion in the second quarter of 2026, Data Center Watch says. For developers, where a campus can be built is now a cost and schedule risk in its own right.
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New Jersey's utilities board warned power bills could rise up to 20% from June 1, with data centers a key driver. Utilities elsewhere are building the same demand into their pricing, so energy belongs among the costs an operator should expect to climb.
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Amazon signed a 20-year deal for 690 MW from Constellation's Calvert Cliffs nuclear plant, backing a 190 MW uprate due between 2030 and 2032. Most of the contracted power is output the plant already makes, so the deal is mainly a long cost arrangement for Amazon on power that other PJM buyers share.
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TrendForce projects 490.7 GW of data center power demand by 2030 against 222.6 GW of available grid capacity, a shortfall of about 268 GW. On the forecaster's own numbers, grids would carry about 45% of the load cloud providers are spending to build.
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Shapiro's executive order stops state environmental review until a developer has local approval in hand and has signed binding conditions, and bans state non-disclosure agreements on the projects.
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A $150M Series A backed by Nvidia, Siemens, RWE and 12 Fortune Global 500 investors bets that curtailable data centres get grid access the rest of the queue has to wait for.
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The AI Energy Management Alliance wants ride-through and curtailment obligations agreed before a facility connects, and it wants regulators to hand the customers who accept them a faster interconnection pathway.
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H.R. 9340 would have utilities recover the full incremental cost of new grid capacity from customers drawing 100 MW at one site, and it asks state commissions only to consider the standard. The Senate has not moved a data center bill.
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Hyundai Motor Group's money closed inside a $1 billion raise at Commonwealth Fusion Systems, and the engineering work on ARC power stations is still described as something the two companies will explore. The amount and the scope were not disclosed.
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Berkeley Lab counts 2,061 GW still waiting for a grid connection, a tenth less than a year ago, but the pool shrank because developers abandoned the line faster than new ones joined it, and the arrivals were mostly gas.
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X's Thursday disclosure of a 200,000-account farm drew 3.2 million views and published no reach figures, so Darren Linvill went to a suspended-account archive and counted what the flagged posts actually reached.
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The queue is free to join and position sets who connects first, so developers file on every candidate site and build one. Utilities that started charging for a place in line watched their pipelines drop by 40% or more.
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The gas power book grew 16 GW in a single quarter. Annualised, one supplier's order intake matches what every turbine plant on earth can build in a year.
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PJM's filing would make any 50MW-plus site the first load curtailed unless it brings newly built supply, verified on PJM's calendar. Five other grid operators owe FERC the same answer.
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ElectronX now lists hourly contracts on four US grids its own figures put at close to 60 percent of national load. The CFTC just let brokers in. Volume is still tiny.
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A one-week DOE emergency order let PJM direct backup generation and storage at large-load sites. Operators who log that as a facilities event have mislabelled a live change to service state.
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The EIA's first-half list is a solar-and-storage list. The giant wind farms at the top are decade-old projects finally closing out, not a signal about what you can interconnect next.
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