PJM Interconnection starts emergency process over AI-driven power supply shortfall

The operator of the largest U.S. power grid said it is moving to address a projected electricity supply gap tied to surging demand growth from AI.

Summary

PJM Interconnection, which operates the largest U.S. power grid, is entering an emergency process to respond to a projected power supply shortfall. The development is tied to surging demand growth from AI, which has been adding pressure to electricity systems as data-center expansion lifts power consumption. The move signals growing strain on grid planning as operators try to keep enough generation available to meet rising demand.

Terms & Concepts
  • PJM Interconnection: Operator of the largest U.S. power grid.
  • power supply shortfall: Expected gap between electricity supply and demand.
  • AI: Artificial intelligence systems driving data-center demand.