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For AI infrastructure builders, the megawatts that matter are the ones delivered on schedule, not the ones promised years out. That shift is changing where data centers get sited and how developers plan power.
The Department of Energy has ordered a Pennsylvania coal plant to stay available through November as PJM grapples with surging data center demand and a wave of generator retirements.
New research from DCByte shows grid queues and permitting delays are pushing data center development away from traditional hubs like Ashburn and Tokyo toward secondary markets in Texas, Malaysia, and Spain.
Utilities and grid operators are moving to filter speculative AI megawatt requests from real demand, as FERC filings and regional grid reforms push for commitment-based forecasting over raw interconnection requests.
Prince William County has rejected a second massive data center campus in days, signaling that local political approval has become as critical a site-selection factor as power and fiber availability.
