PJM, ERCOT and Investors Wrestle With AI Load
Wednesday, July 29, 2026 · 9 min
PJM and ERCOT are moving data-center load from abstract forecast to queue, tariff and cost-allocation fights, while NV Energy sues Tract and infrastructure investors line up new AI-capacity bets in France and U.S. interconnection assets.
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PJM and ERCOT are moving data-center load from abstract forecast to queue, tariff and cost-allocation fights, while NV Energy sues Tract and infrastructure investors line up new AI-capacity bets in France and U.S. interconnection assets.
In this episode
- PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines — PJM Inside Lines
# PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines Author: Jason McGovern Published: 2026-07-27T20:10:41+00:00 Source: insidelines.pjm.com (insidelines.pjm.com) Language: en ## Story PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines - [Home](https://insidelines.pjm.com/) -…
- CenterPoint expects 14 GW of demand added to grid in ERCOT batch - Houston Business Journal — Houston Business Journal
CenterPoint expects 14 GW of demand added to grid in ERCOT batch - Houston Business Journal Preview this article 1 min With mass amounts of new large-load projects trying to get interconnected with ERCOT, the grid operator has developed a new batch process to better evaluate groups of proposed facilities and how they impact the grid together. Now that projects have been submitted to the initial…
- Nevada's electric utility is suing a major data center company. Here's why. - The Nevada Independent — The Nevada Independent
Nevada's electric utility is suing a major data center company. Here's why. - The Nevada Independent Close # The Nevada Independent Support Our WorkEspañol - Voter Guide - 2026 Candidate Announcement Tracker - Special Projects - Lombardo Promise Tracker - Fact Checks - Voter Guide - 2026 Candidate Announcement Tracker - Special Projects - Lombardo Promise Tracker - Fact Checks - Voter…
- Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead — InfotechLead
Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead Search # Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity 27/07/2026 Orange and global infrastructure investor Morrison have entered…
- TPG Reportedly Eyes $3B Acquisition Of Data Center Firm — Bisnow
TPG Reportedly Eyes $3B Acquisition Of Data Center Firm - United States News - National Real Estate News News # TPG Reportedly Eyes $3B Acquisition Of Data Center Firm Data Center Capital Markets July 28, 2026 | 3:35 p.m. ET Asset management giant TPG appears to be preparing a major push into the booming data center market. TPG is in talks to acquire Netrality Data Centers at a value of…