Beyond Capacity: The Systems-Level Blueprint for Next-Generation AI Data Centers

Executive Overview For decades, the philosophy guiding data center design was remarkably straightforward: build raw capacity and build it fast. When enterprise workloads were relatively predictable, sequential, and moderate in scale, this foundational approach served the industry well. Facilities could be planned years in advance with a standard template, scaling power and cooling requirements linearly…

Read Full News

PJM at a Crossroads: Capacity Shortfalls, AI Data Center Demand, and the Battle Over Grid Governance

EXECUTIVE OVERVIEW The PJM Interconnection, the largest regional transmission organization (RTO) in the United States, is confronting an unprecedented structural and governance crisis. Following a capacity auction that left the grid operator trailing far behind its target reserves, PJM is racing to manage an exponential surge in power demand driven largely by the artificial intelligence…

Read Full News

Navigating the Grid Crisis: PJM Interconnection, the Data Center Surge, and the Battle Over Capacity Governance

Executive Overview The American energy landscape is facing a profound structural stress test, nowhere more acutely than within the footprint of PJM Interconnection, the largest Regional Transmission Organization (RTO) in the United States. Managing the flow of electricity for more than 65 million people across 13 states and the District of Columbia, PJM finds itself…

Read Full News