2026.01.29 | Grid Failure 2027: Why AI is Seceding from the System

PJM predicts a critical power shortfall by June 2027, creating a terrifying five-year gap between grid failure and the arrival of new generation in 2032. We analyze how major tech companies are responding to this crisis by declaring energy independence and building sovereign microgrids to bypass the public transmission system entirely. This episode breaks down the DOE's strategic pivot, the legal battles over coal plants, and the looming fight over data center energy costs. Listen in to understand whether ratepayers will be left holding the bag for billions in new infrastructure or if the industry will be forced to pay its own way.