Data Centers (Grid Impact)

Data centers—hosting cloud computing, AI, and digital services—require large, constant power loads, making them a critical factor in grid planning.

PJM Context

• Primary driver behind pjm's 2026 proposal to procure 14.9 GW of new capacity. See news-3215909.
• Revised load forecasts significantly exceed prior projections due to data center growth.
• Forcing shift from traditional capacity-markets to hybrid bilateral and centralized procurement.

Global Parallel

• Large industrial loads (mining, manufacturing) in Africa similarly bypassing traditional utilities for direct energy procurement.