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Coverage of US markets, technology, and business

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AI data centers have pushed America's largest power grid to its breaking point

PJM Interconnection, the US grid serving 67 million people, missed its power supply reliability target in July 2026 as AI data center demand drove capacity costs up more than tenfold. Federal officials are now debating breaking the operator apart, and founders planning GPU clusters face a hard infrastructure ceiling no amount of fundraising can quickly fix.