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PJM proposes data center registry with teeth

Published

28 July 2026

Topic

technology

Sectors

Cloud Infrastructure

Geography

United States

Source

Read at subscriber.politicopro.com

Verified

Fusion42 · 28 July 2026 · Fusion42 review

PJM, the largest US grid operator serving 13 states, proposes a registry of data centers and large energy users whose power can be curtailed during shortages, alongside a September capacity auction to cover a 60 GW shortfall. The move responds to unprecedented demand growth forecast at 70 GW from data centers by 2038 and 15 GW of generation retirements since 2022.

This Wire brief sits within Fusion42's coverage of Cloud Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.

◆ The Wire takeaway

Your data centre is now on a registry that entitles PJM to cut your power during shortages. This registry becomes the enforcement mechanism for reliability across the eastern grid—meaning your operations cost will soon include a curtailment premium, and your location decision now depends on PJM's willingness to keep you online.

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Topics

Cloud Infrastructuredata-center-curtailmentgrid-capacitypjm-reliabilityload-growthpower-shortage