PJM is tapping the brakes on the AI energy panic, signaling plans to bring its official load forecast “appreciably lower” for the eastern US. (E&E News)
COO Stu Bresler argues that, while the data center queue is massive, the actual buildout will be throttled by physical bottlenecks—from chip shortages to a lack of specialized construction crews—meaning the grid might not be as overwhelmed as initially feared.