The rehearing order was approved on the same lines as the original rejection, with Commissioners Mark Christie and Lindsay See in support and Willie Phillips dissenting.

In comments on a FERC investigation, PJM said there are several pathways to bolster the ability for large consumers to benefit from co-locating with generators.

Even if demand forecasts from new data centers are twice as large as what ends up being built, the growth is going to be at a scale where the power industry’s regulations need to change to keep up with it, former FERC Commissioner Allison Clements said.

PJM's Transmission Expansion Advisory Committee heard a presentation about the preliminary 2029 congestion results in the 2024/25 Base Case.

"Deep, collaborative partnerships combined with creative problem-solving are the only way we can meet the explosion of AI growth, as well as society's accelerating electricity demand," said Sheldon Kimber, CEO of Intersect Power.

Pennsylvania regulators hosted several panels to discuss PJM's tightening reserve margins and how the PUC should respond to the situation, which at least promises more high prices in the near future before new supplies can come online.

On top of its 350 MW of current data center load, PSEG has received formal applications for nearly 400 MW of new data center load and inquiries on over 1,200 MW in data center feasibility studies in new business.