Google will spend $25B through 2027 on data center and AI infrastructure across the PJM Interconnection, which supports the largest concentration of AI infrastructure in the US. (CNBC)
The investment includes $3B to overhaul two hydro plants in Pennsylvania as part of a broader framework to purchase up to 3 GW of carbon-free power from Brookfield.
Why it matters: PJM is facing one of the sharpest load growth surges in the country, driven largely by AI. Northern Virginia alone hosts over 2 GW of active data center capacity, which could double by 2028.