Even with the congestion, data centers still want to connect to PJM — they represented 38% of charges in the grid manager’s most recent capacity auction.
Despite the U.S. claiming a majority of AI compute, data centers will continue to grow elsewhere. By 2033, if AI adoption continues along an aggressive trajectory, data centers will create 1,935 terawatt-hours of new electricity demand worldwide, nearly as much as India uses annually.
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