AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories
Thursday, June 4, 2026 · 9 min
PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion.
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PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion.
In this episode
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- Nvidia says Vera Rubin platform enters full production — DataCenterNews US
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