Wire · technology
PJM proposes data center registry with teeth
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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, and 3 sources have reported it between 28 Jul 2026 and 8 Aug 2026.
◆ ◆ 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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3 sources · first reported 28 Jul 2026 · latest 8 Aug 2026
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