Across the eastern United States, the physical limits of a power grid built for another era are now pressing against the boundless appetite of artificial intelligence. PJM, the interconnection serving 65 million people, has approved a plan to temporarily cut electricity to data centers during peak demand — a quiet but consequential admission that technological ambition and infrastructure reality have arrived at a reckoning. The decision is less a solution than a signal: the age of assuming unlimited, uninterrupted power for the machines of the digital economy may be drawing to a close.
Google News
· Jul 28, 2026
· economy
· 1 min de leitura
High
Apuração: Verificado
PJM Grid May Cut Power to Data Centers to Avert Blackouts Amid Demand Surge
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Technology
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Viés e Enquadramento
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Impacto Geopolítico
🌎
US power grid operator PJM proposes cutting data center power to prevent blackouts amid AI-driven electricity demand surge, signaling infrastructure strain and potential tech sector disruption.
Escalation Risk
moderate
Confidence
HIGH
United States
PJM Interconnection region (13 states + DC)
Technology sector globally
Shift in infrastructure leverage: energy providers gaining negotiating power over tech companies; potential rebalancing between tech sector growth and national grid stability; US energy infrastructure becoming critical chokepoint for AI development competition.
Similar to 1970s energy crises when industrial sectors faced rationing; reflects broader infrastructure-vs-growth tensions seen during rapid industrialization periods.
Lente Econômica
📈
PJM grid operator proposes temporary power cuts to data centers to prevent blackouts amid surging AI-driven electricity demand, signaling infrastructure strain and potential supply-demand imbalance.
Market Signal
mixed
Confidence
HIGH
Data Centers & Cloud Computing
Electric Utilities & Power Generation
Artificial Intelligence & Technology
Energy Infrastructure
Semiconductor Manufacturing
Consumers may experience indirect effects through higher electricity rates as utilities invest in grid upgrades, potential service interruptions for cloud-dependent applications, and increased costs for AI-powered services as data centers face operational constraints.
Likely regulatory responses include accelerated grid modernization investments, revised capacity planning standards, potential subsidies for renewable energy and battery storage, stricter data center siting requirements, and possible demand-side management regulations requiring tech companies to invest in grid resilience.