PJM opened an expedited interconnection track after FERC upheld broader queue reforms, while Amazon’s Anthropic commitments point to decade-scale AWS-chip demand and Texas weighs whether AI load gets new power—or new limits.

In this episode

PJM Begins Accepting Expedited Interconnection Track ... — PJM Inside Lines
PJM Begins Accepting Expedited Interconnection Track Requests | PJM Inside Lines Search Home Planning PJM Begins Accepting Expedited Interconnection Track Requests PJM began accepting applications July 31 for large generation projects that are backed by a primary siting authority and can commence operation within three years. The Expedited Interconnection Track (EIT) is a temporary,…
FERC Defeats Challenges to Rule Aimed at Easing Grid Backlog (1) — Bloomberg Law
FERC Defeats Challenges to Rule Aimed at Easing Grid Backlog (1) # FERC Defeats Challenges to Rule Aimed at Easing Grid Backlog (1) July 31, 2026, 3:23 PM UTC; Updated: July 31, 2026, 4:52 PM UTC Shayna Greene Reporter The Federal Energy Regulatory Commission's rule added study deadlines and penalties to the interconnection process. The Federal Energy Regulatory Commission on Friday…
AWS disclosed an expanded Anthropic commitment of more than $100.0 billion over 10.0 years, including obligations tied to AWS-chip performance; Amazon’s primarily AWS-related unrecognized contract commitments reached approximately $496 billion. — U.S. Securities and Exchange Commission
AWS disclosed an expanded Anthropic commitment of more than $100.0 billion over 10.0 years, including obligations tied to AWS-chip performance; Amazon’s primarily AWS-related unrecognized contract commitments reached approximately $496 billion. The agreement adds unusually large, long-duration AI demand explicitly linked to Amazon’s custom silicon, giving infrastructure and semiconductor…
Texas power grid faces rising demand as AI data centers fuel energy debate - CBS Texas — CBS Texas
Texas power grid faces rising demand as AI data centers fuel energy debate - CBS Texas As the summer continues to heat up, so are the discussions about the Texas power grid and the impact of data centers. Just last week, the grid set a new all-time demand record: more than 91,000 megawatts. ERCOT says by 2032, the grid could see peak demand of 175,000 megawatts. That's nearly double the current…