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.

Mar 2, 2026, 8:32 PM