
PJM's New Rule: No Power Guarantee for AI Data Centers
PJM's board approved a plan to curtail power to data centers of 50 megawatts or larger during grid emergencies starting June 2027, unless they bring their own generation.
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PJM's board approved a plan to curtail power to data centers of 50 megawatts or larger during grid emergencies starting June 2027, unless they bring their own generation.

A single transmission line fault near Virginia's data center alley triggered a synchronized 3-gigawatt disconnect that took PJM 11 minutes to stabilize, twice as bad as a similar 2024 event.

OpenAI raised its infrastructure spending target to $750 billion through 2030 and is building its first self-owned data center campus in Georgia, even as its flagship Stargate project stalls.

Governor Hochul signed an executive order pausing permits for data centers over 50 megawatts for up to a year, making New York the first US state to enact a statewide moratorium.

Jeff Bezos anchored a $500M round for Flourish, a New York startup building Cortex AI from connectomics research, targeting 20-50W operation versus server-rack GPU clusters.

Meta is building tent-style rapid deployment structures at its Ohio Prometheus facility, cutting construction timelines roughly in half and bypassing grid delays with off-grid gas power.

SoftBank will build 5 GW of AI data center capacity in France for up to €75 billion, a phased commitment that would create the largest AI compute cluster in Europe.

NextEra's $67B acquisition of Dominion creates the world's largest regulated utility to meet AI data center electricity demand.

xAI operates 46 gas turbines at its Southaven data center power plant, five above its state permit, as the NAACP seeks an emergency court order over Clean Air Act violations.

NVIDIA and IREN plan 5 GW of DSX-aligned AI factories, backed by a $2.1B investment warrant and a $3.4B, five-year GPU cloud contract.

Maine Governor Janet Mills killed LD 307, the first proposed statewide AI data center moratorium in the US, to protect a $550 million project in Jay.

Fermi America's CEO and CFO both departed as the nuclear-powered AI data center startup collapsed 83% from its IPO high with no revenue and no anchor tenant.