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Wire · regulatory

PJM Mandates Capacity for AI Data Centers to Earn Firm Service

1 August 2026 · By · Wire by Fusion42

Published

1 August 2026

Topic

regulatory

◆ Sectors

Data Infrastructure

◆ Geography

United States

◆ Source

Read at datacenters.economictimes.indiatimes.com →

◆ Verified

Fusion42 · 1 August 2026 · Fusion42 review

PJM has introduced a framework requiring AI data centers and other large electricity users to secure their own generation capacity or face curtailments, changing how new hyperscale campuses plan power. This aims to prevent cost shifts to existing customers and improve grid reliability amid rising AI demand.

This Wire brief sits within Fusion42's coverage of Data Infrastructure.

◆ ◆ The Wire takeaway

You must now secure or contract dedicated power capacity for your AI data centre to avoid service cuts. Treat power procurement as a core capital decision not just a utility cost.

◆ Coverage

1 source · 1 Aug 2026

◆ Related on Wire

◆ Topics

Data Infrastructurepjmai-data-centersresource-adequacypower-marketcapacity-requirements