Power, markets, flexible RA,and the money behind the grid
DATA · Section
AI load growth, interconnection queues, and the data-center demand shock reshaping utility planning.
DATA
PJM's market monitor says 4,016.9 MW of forecast data center load was canceled or delayed — and if it is right, the grid's capacity gap is less than half what PJM claimed.
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TVA's new data center rate charges new and expanded loads above 5 MW roughly $1.5 million per megawatt to reserve capacity — and one small Mississippi site shows how much timing matters.
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Duke Energy's settlement with the North Carolina Public Staff makes large loads pay upfront — cost allocation in practice, with the clean-supply question conspicuously deferred.
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Google will underwrite 890 megawatts of nuclear uprates at eleven existing reactors — the fastest credible path to the firm, carbon-free power its AI buildout demands.
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Serving gigawatts of new data center load is forcing utilities to reinvent how they forecast demand and who pays for growth.
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Power is only one ingredient — land, water, fiber, and local consent decide where data centers actually get built.
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Tired of waiting years for grid connections, data center operators are exploring generating their own power on-site.
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How data centers buy electricity is getting creative — from classic PPAs to hourly-matched clean power and on-site generation.
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PUE is the industry's standard efficiency metric — useful, widely cited, and easy to misunderstand.
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Getting hundreds of megawatts to a new data center is a multi-year engineering and regulatory process — here is how it works.
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Training an AI model and running it are different computing tasks — and they draw power in very different ways.
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After two decades of flat demand, the U.S. grid is growing again — and data centers are the driving force.