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PJM's emergency data center curtailments signal a new power calculus for AI infrastructure

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PJM's emergency data center curtailments signal a new power calculus for AI infrastructure

PJM, the US grid serving 67 million people, has begun curtailing AI data centers during summer heat emergencies after capacity prices rose 11-fold in two years. The operators best positioned for what comes next are the ones who already locked in nuclear power deals before the rules changed.

Ron Patel

5 min read

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