2026.02.06 | Pulsating AI Loads & The 56GW Islanding Boom

New engineering reports warn that "pulsating" AI computation cycles can drop load by 90% in seconds, risking catastrophic mechanical damage to traditional turbines. We analyze this physical threat alongside the new Data Act, a Senate bill proposing total deregulation for facilities that choose to physically island themselves from the grid. The episode also covers FERC’s order for PJM to update "unjust" tariffs and explores why 56GW of demand is preparing to go off-grid to bypass interconnection queues. Listen now to weigh the risks of grid defection against the rising costs of reliability for the remaining customers.