Morning Overview on MSN
AI data centers are hitting a power wall, and utilities are scrambling to keep the lights on
For years the constraint on building a new data center was land, fiber, and capital. In 2026 the binding constraint has ...
PJM capacity prices rose 833% in a year. A single grid disturbance dropped 1,500 megawatts of AI load in under a second. Here's what's driving the strain, and how utilities ...
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