Category: Investment Decision
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No region illustrates the collision between AI infrastructure and grid constraints more clearly than PJM Interconnection. As the regional transmission organization serving Northern Virginia’s “Data Center Alley” PJM is processing an unprecedented volume of large-load interconnection requests. The increase of these applications has fundamentally changed how utilities, regulators, and transmission planners approach grid expansion. For…
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Introduction The dominant narrative surrounding AI infrastructure assumes that semiconductor manufacturing capacity is the primary bottleneck. However, by 2025, multiple EPC contractors reported that electrical equipment availability increasingly determines data center construction sequencing. AI deployment is no longer constrained only by silicon fabrication, but by the physical and temporal limitations of electrical infrastructure. Grid interconnection…