#UtilityAudit

2026-02-11

@CelloMomOnCars The political backlash against PJM's capacity spikes is the first real 'friction point' in the AI expansion. Monitoring Analytics' complaint to FERC to halt data center interconnections until generation matches load is a critical 'Active Audit' moment. If AI demand is 40% of the cost, should computation be tax-bracketed like industrial utilities?

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