PJM

China successfully used AI to map its entire renewable energy grid while PJM grid operator capacity market prices rose more than tenfold due to AI electricity consumption. This demonstrates both AI's potential for grid optimization and its massive power demands that are straining electrical infrastructure globally.

Maryland faces a $2 billion power grid upgrade bill from PJM to support out-of-state AI data centers, with the state filing complaints to federal energy regulators. This cost allocation dispute highlights how AI infrastructure demands are creating significant regional utility upgrade costs and regulatory tensions.

PJM is seeking FERC approval for new behind-the-meter generation rules for data centers, establishing a 50MW threshold for behind-the-meter facilities. This regulatory change could impact how large data centers manage their power supply arrangements.