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PJM, serving 67 million people across 13 states, is nearing a supply crisis due to rising energy demands from AI data centers in Northern Virginia. Demand is expected to grow by 4.8% annually over the next decade, while older plants are decommissioned faster than new facilities are constructed.

Consumer electricity rates are increasing, prompting regulatory scrutiny. The situation is complicated by the resignation of CEO Manu Asthana without a successor. PJM is working with policymakers to align energy production with growing demand, but proposed regulations face opposition from tech companies. If unresolved, PJM may resort to scheduled outages during peak demand periods.