Amerikas größter Stromnetzbetreiber hat ein KI-Problem – zu viele Rechenzentren

**Linked Article is paywall removed, but TLDR below**

* **AI-driven demand surge:** Rapid growth of AI data centers—especially in Northern Virginia’s “Data Center Alley”—is sharply increasing electricity demand on the PJM grid, which serves 67 million people across 13 states.
* **Supply strain and rising costs:** Power demand is projected to grow 4.8% annually for the next decade, while older plants retire faster than new generation is built, driving consumer rate increases.
* **Reliability risks:** PJM warns the grid could hit capacity during heat waves or deep freezes, potentially requiring rolling blackouts to protect infrastructure.
* **Escalating concern:** Former FERC chair Mark Christie says blackout risk has moved from a future concern to an imminent one.
* **Plant closures:** Coal, gas, and some nuclear plants have shut down due to environmental policies and unfavorable economics amid cheap natural gas and falling renewable costs.
* **Political and regulatory tension:** Governors, notably Pennsylvania’s Josh Shapiro, have criticized PJM over price increases and lack of oversight; some states have threatened to leave the market.
* **Data center pushback:** Tech firms (Amazon, Alphabet, Microsoft) oppose proposals requiring data centers to self-supply power or curtail usage during grid stress.
* **Governance challenges:** PJM’s longtime CEO stepped down at the end of 2025, leaving leadership uncertainty amid the crisis.
* **Nationwide implications:** Similar data-center-driven demand growth is emerging elsewhere; U.S. power demand could be 25% higher by 2030 versus 2023.
* **Stalled solutions:** Proposed rules to manage data center demand have deadlocked; the market monitor urges federal intervention, warning PJM may be forced to allocate blackouts without new capacity.