Utility Dive•about 1 month ago
Capacity cost explosion: What PJM’s $80B bill means for the AI buildout
- •PJM faces a potential $80 billion capacity cost explosion, largely driven by the power demands of the AI buildout, threatening grid stability.
- •To avoid an era of grid instability, the article calls for immediate action including fast-tracking replacement generation, deploying grid-enhancing technologies, and passing permitting reform.
- •This situation signals significant challenges for developers and large power consumers (e.g., datacenters) in securing reliable and affordable power within the PJM market.
interconnect