PJM Interconnection
PJM Interconnection LLC (PJM) is a regional transmission organization (RTO) in the United States. It is part of the Eastern Interconnection grid operating an electric transmission system serving all or parts of Delaware, Illinois, Indiana, Kentucky, Maryland, Michigan, New Jersey, North Carolina, Oh
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Timeline
9- PolicyJun 4, 2026
PJM warns of AI data center load growth from 5 GW to 25 GW by 2035, citing grid reliability and cost risks
View source- current load:
- 5 GW
- projected load 2035:
- 25 GW
- interconnection queue delay:
- 4 years
- capacity price increase:
- 15%
- PolicyMay 13, 2026
PJM data reveals AI data centers face 3-4 year post-approval delays, exceeding queue wait times
View source - PolicyMay 13, 2026
PJM overhauled interconnection processes as AI datacenter projects now average over 7 years to go live, with post-approval delays of 4 years.
View source- average project time:
- 7+ years
- post-approval delay:
- 4 years
- preliminary applications:
- 220 GW
- peak demand forecast 2036:
- 210 GW
- Regulatory ActionMay 12, 2026
FERC complaint filed by Maryland OPC challenging PJM cost allocation rules for AI data centers
View source- complaint amount:
- $2 billion
- Regulatory ActionMay 12, 2026
$22 billion in total PJM transmission project costs over 3 years
View source - Product LaunchMay 1, 2026
PJM launched reformed interconnection process using agentic AI from Tapestry, receiving 811 projects totaling 220GW
View source- projects:
- 811
- capacity gw:
- 220
- Regulatory ActionApr 3, 2026
PJM reported 220GW interconnection queue for AI data centers
View source- queue capacity gw:
- 220
- affected region:
- Eastern Interconnection, US
- PolicyJan 1, 2026
PJM Interconnection's 2026-2027 capacity auction cleared at $15 billion, up 7x from $2.2 billion in prior year.
View source- amount:
- $15B
- round:
- capacity auction
- PolicyJan 1, 2026
PJM electricity prices spiked 76% in 2026 due to AI data center demand
View source- price increase percentage:
- 76%
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Recent Articles
2PJM Auction Hits $15B as Big Tech AI Power Demand Fuels SMR Boom
~PJM's capacity auction hit $15B, up 7x from 2025, driven by AI data center power demand. Big Tech is accelerating nuclear SMR investments.
84 relevanceFERC, DOE fast-track AI data center grid connections to cut 5-year queue
~FERC and DOE proposed fast-track grid connections for AI data centers, cutting queue times from 5 years to under 2 years for qualifying projects above
86 relevance
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Sentiment History
| Week | Avg Sentiment | Mentions |
|---|---|---|
| 2026-W23 | -0.30 | 1 |
| 2026-W24 | 0.05 | 2 |
| 2026-W25 | 0.00 | 1 |
| 2026-W26 | 0.20 | 1 |