AI Load Starts Breaking the Grid Operator, Not Just the Grid

Surging data-center demand is pushing PJM from a reliability problem into a governance problem. Bloomberg reporting carried by the Los Angeles Times says American Electric Power has threatened to leave PJM and federal officials are discussing structural changes, while Reuters reports PJM is weighing market reforms as data centers outstrip available energy supplies. FERC filings and market-monitor materials show data-center load has already added billions of dollars to PJM capacity-market costs.