Category: Power & Grid
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1. Introduction: Time Is the new bottleneck One fundamental constraint for artificial intelligence in 2026 is the access to reliable electricity. A critical mismatch has emerged between the construction cycles of AI facilities, which typically range from 12 to 24 months; in contrast, grid interconnection queues that now stretch between five and ten years in…
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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…