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PJM Grid Collapse Looms: Data Centers, AI Overwhelm System
Description
PJM Interconnection, the grid operator serving thirteen states and D.C., faces an imminent collapse due to surging demand from data centers and AI. The system, once reliable and cheap, is now overwhelmed. PJMs white paper warns they have years, not decades, to fix their operations. The demand explosion, coupled with a halt in new power plant connections in 2022, has led to a massive backlog. With over two hundred twenty gigawatts in new requests, PJM is struggling to keep up. The situation is further complicated by political pressures and threats of price caps. PJM has proposed three fixes, but none seem easy with renewables accelerating and gas turbines scarce until the early thirties. The road ahead looks rough as utilities push back fiercely.
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