
PJM will cut power to data centers during shortages starting June 2027
The largest US grid operator will curtail supply to 50MW-plus data centers as capacity auctions fall short and prices double.
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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.

Signatories now cover 80% of US power delivery, but the voluntary pledge carries no penalties and states set the rates.

AI compute pushes US data center capacity toward 200 gigawatts, with the country hosting 64% of AI chips by power demand by 2033.

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.
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