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Explains how a July 2026 Virginia data center incident caused a 3,900 MW load drop on the PJM grid, arguing the core problem is synchronized GPU training jitter rather than raw AI power consumption, citing an arXiv paper from Microsoft, OpenAI and NVIDIA.
Google signed a 20-year power purchase agreement with Constellation to modernize 11 reactors at six US nuclear sites, adding 890 MW of capacity to the PJM grid to help power its energy-hungry AI data centers.
The article reports that PJM's modeling errors in electricity market auctions have led to $12 billion in unnecessary costs for ratepayers between 2025 and 2027, due to underestimating existing power plant capacities and flawed auction design.