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Oklo Inc.

Oklo Inc.

Advanced Nuclear Technology Company

Appears in 1 story

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AI data centers are rebuilding – and stress-testing – the U.S. power grid

Built World

Developing 1.2 GW nuclear campus for Meta in Pike County, Ohio

Since late 2022, U.S. regulators and utilities have warned that AI-optimized data centers could reshape national power demand, ending an era of flat electricity consumption and forcing rapid buildout of generation and transmission. By early 2026, those warnings have crystallized into concrete challenges. PJM Interconnection's December 2025 capacity auction hit the $333.44/MW-day price cap and failed to meet reliability requirements for the first time in its history. Data centers accounted for $6.5 billion—or 40%—of the auction's $16.4 billion in costs.

Updated 6 days ago