Tag · 6 stories
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The largest US grid operator will curtail supply to 50MW-plus data centers as capacity auctions fall short and prices double.
Governor Kathy Hochul blocked new environmental permits for data centers above 50 megawatts, with a stricter legislative version awaiting her signature.
PJM capacity prices jumped from $28.92 to $329.17 per megawatt-day as steelmakers and brick factories absorb tens of millions in extra costs.
A new UN analysis projects AI workloads will push global data center electricity and water consumption to twice today's levels within five years.
The combination would create one of the largest US utilities at a moment when data center load is reshaping power markets.
A Reuters column argues markets are underpricing the odds of a genuine crude disruption — a risk that lands directly on AI data center economics.
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