PJM Interconnection
3 stories
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financeGoldman Sachs Initiates Talen Energy Coverage With Buy Rating Amid AI Power Demand
Goldman Sachs rates Talen Energy a Buy with a $499 target, citing nuclear infrastructure, AWS partnerships, and de-risked cash flows driven by surging AI data center demand.
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techAI Data Centers Overwhelm PJM and ERCOT Power Grids
Surging AI demand drives record interconnection queues in Texas and the Mid-Atlantic, forcing grid operators to overhaul capacity planning and raising electricity costs for ratepayers.
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techUS Grid Strain Forces Tech Giants to Adjust Data Center Energy Use
Amid power grid stress, tech companies are exploring ways to reduce energy consumption during peak demand to prevent blackouts and save billions.