
AI Load Sends Grid Costs Up as Permits Tighten — July 16, 2026
transcript
show notes
PJM’s market monitor says data centers drove $6.3 billion of its latest capacity auction cost, while New York pauses 50 MW-plus permits and Texas large-load buyers argue for paying transmission charges rather than shifting grid buildout costs.
In this episode
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- NVIDIA touts Blackwell's AI efficiency gains in racks — DataCenterNews Canada
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- AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goalenergyconnects.com
- New York Pauses Environmental Permits for Large Data Centerswinbuzzer.com
- Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Todayesgtoday.com
- Why some large loads insist on paying their waytexasenergyandpower.com