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PJM Faces Energy Supply Crisis Due to AI Data Centers and Aging Infrastructure

DATA AND AI INFRASTRUCTURE

PJM, the largest electric grid operator in the U.S., is facing a potential energy supply crisis driven by the increasing demand from AI data centers, particularly in Northern Virginia. With energy demand projected to rise by 4.8% annually over the next decade, consumers are experiencing rising rates while older power plants are being shut down faster than new ones can be built. Regulatory challenges and a lack of investment in infrastructure add to the urgency, prompting calls for more oversight and potential changes in policy.

PJM Faces Energy Supply Crisis Due to AI Data Centers and Aging Infrastructure
Mar 2, 2026, 8:32 PM

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