FERC rejected most of PJM's large-load interconnection proposal on October 9 while approving Duke Energy Carolinas' 15-year minimum revenue commitment. What that leaves for states, utilities and AI data center developers.
Brandon Owens
AI can accelerate planning work, but speed is not an evidentiary standard. The more an AI output can shape an infrastructure decision, the more utilities should require traceability, independent validation, reproducibility, controlled change, and accountable engineering judgment.
Tianqiao Zhao
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New York and Texas are pausing different data center approvals. Texas is auditing projects seeking grid access; New York combines environmental review, grid planning, and community investment guidance to create a stronger foundation for responsible growth.
Brandon Owens
The strategic change is not that a virtual power plant can provide demand response. It is that an AI company can now procure accredited capacity through a distributed portfolio, turning flexibility from a utility program into a corporate infrastructure contract.
Brandon Owens