After FERC rejected most of its first plan, PJM refiled its reliability backstop with a March 1 start. Jefferies says utilities cut near-term large-load forecasts by 6.5 GW, so the purchase could fall to about 630 MW, while a CRA study still sees an 11.5 GW shortfall by 2030. The same grid looks short or nearly fine depending on whose forecast you use.
At Aurora Energy Research's forum, 2030 data center load forecasts ranged from about 22 GW to 131 GW. Grid operators expect about 63 GW more demand than Aurora's base case, and getting it wrong could mean $79B to $624B in extra capex. Ratepayers pay for the miss either way.
Korea's trade ministry says 38 standout cases among 245 supported plants averaged 30.1% higher productivity and 15.5% fewer defects. It now plans to reuse 541 existing AI models across similar lines, supply chains and industrial parks. These are government-reported figures.
Requests to connect data centres in Alberta grew from about 19,565 MW in July to 26,849 MW in October, roughly twice the province's record peak. All 1,200 MW of interim room went to two projects, and Phase 2 rules favor projects that bring their own generation. Requests are not approvals.