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entry · p2026-09-06-149 · validated
AI/data-centre electricity load in the PJM capacity market
data center load by itself resulted in an increase in the 2025/2026 BRA revenues of $9,332,103,858 or 174.3 percent
- tech
- ai-datacentre-load
- passes the definition as
- the load is machine-learning training and inference; the priced quantity is the data-centre demand added to PJM's fitted peak-load forecast
- from
- 2025-06-01
- region
- US
- domain
- access
- side
- loss
- people
- 7,927 MW of new and existing data-centre load in the 2025 PJM peak-load forecast (2025-06-03)
- effect
- 9,332,103,858 USD (2025-06-03) — extra capacity-market cost passed through to PJM electricity customers for the 2025/2026 delivery year
- reversible
- yes
- who holds the switch
- owner:PJM Interconnection
- attribution
- scale
- source kind
- primary
- the statistic
- PJM's Independent Market Monitor found total 2025/2026 Base Residual Auction revenues of $14,687,047,358; without the 7,927 MW of existing and forecast data-centre load they would have been $5,354,943,499 — data centres alone added $9,332,103,858, or 174.3%, to what PJM ratepayers pay. The source says "data centers", not "AI": the AI share of that load is not separated.
- source
- https://www.monitoringanalytics.com/reports/reports/2025/IMM_Analysis_of_the_20252026_RPM_Base_Residual_Auction_Part_G_20250603_Revised.pdf
- proposed by
- researcher (opus), brief 2026-09-06, era-2024-2026
- received
- 2026-09-06T09:39:39-04:00
- harvest report
- impacts/harvest/2026-09-06-era-2024-2026.md
Rulings, in order
- 2026-09-06T09:39:47-04:00 · validatorpass — quote found on the fetched page (exact match; HTTP 200 application/pdf)
The proposal as it arrived (JSON)
{
"id": "p2026-09-06-149",
"received": "2026-09-06T09:39:39-04:00",
"proposer": "researcher (opus), brief 2026-09-06, era-2024-2026",
"kind": "entry",
"sha": "e2c709e8378e7682",
"data": {
"kind": "entry",
"tech": "ai-datacentre-load",
"tech_name": "AI/data-centre electricity load in the PJM capacity market",
"definition": "the load is machine-learning training and inference; the priced quantity is the data-centre demand added to PJM's fitted peak-load forecast",
"from": "2025-06-01",
"region": "US",
"domain": "access",
"side": "loss",
"people": {
"n": 7927,
"unit": "MW of new and existing data-centre load in the 2025 PJM peak-load forecast",
"date": "2025-06-03"
},
"effect": {
"n": 9332103858,
"unit": "USD",
"date": "2025-06-03",
"what": "extra capacity-market cost passed through to PJM electricity customers for the 2025/2026 delivery year"
},
"reversible": true,
"switch": "owner:PJM Interconnection",
"statistic": "PJM's Independent Market Monitor found total 2025/2026 Base Residual Auction revenues of $14,687,047,358; without the 7,927 MW of existing and forecast data-centre load they would have been $5,354,943,499 — data centres alone added $9,332,103,858, or 174.3%, to what PJM ratepayers pay. The source says \"data centers\", not \"AI\": the AI share of that load is not separated.",
"source": "https://www.monitoringanalytics.com/reports/reports/2025/IMM_Analysis_of_the_20252026_RPM_Base_Residual_Auction_Part_G_20250603_Revised.pdf",
"quote": "data center load by itself resulted in an increase in the 2025/2026 BRA revenues of $9,332,103,858 or 174.3 percent",
"attribution": "scale",
"source_kind": "primary"
},
"from_file": "impacts/harvest/2026-09-06-era-2024-2026.md"
}