AI Load Turns Into Grid Policy, Gas Demand and Guardrails — June 01, 2026

PJM load-integration plans move toward FERC as EIA ties 2027 gas demand records to data centers, EdgeConneX expands in Texas and Pennsylvania sets standards for incentives—signaling that AI infrastructure is now a grid-policy negotiation, not just a site-selection race. In this episode: Top stories: 1. PJM Board Announces Strategic Actions for Load Integration - Investors Hangout — Investors Hangout https://investorshangout.com/pjm-board-announces-strategic-actions-for-load-integration-502313-/ 2. The Market Is Paying for a Problem It Hasn’t Solved — The AI Grid Report https://www.theaigridreport.com/p/the-market-is-paying-for-a-problem 3. EIA: Natural gas generation to remain flat this summer, with a record peak expected in 2027 — Power Engineering https://www.power-eng.com/gas/eia-natural-gas-generation-to-remain-flat-this-summer-with-a-record-peak-expected-in-2027/ 4. AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram — Fort Worth Star-Telegram https://www.star-telegram.com/entertainment/living/article315930183.html 5. Gov. Shapiro releases data center development standards | News | northcentralpa.com — Northcentralpa.com https://www.northcentralpa.com/news/gov-shapiro-releases-data-center-development-standards/article_90052c16-3e31-454b-870e-8d2a46aaf45f.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]