PJM, ERCOT and Investors Wrestle With AI Load — July 29, 2026

PJM and ERCOT are moving data-center load from abstract forecast to queue, tariff and cost-allocation fights, while NV Energy sues Tract and infrastructure investors line up new AI-capacity bets in France and U.S. interconnection assets. In this episode: Top stories: 1. PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines — PJM Inside Lines https://insidelines.pjm.com/pjm-board-directs-action-on-resource-adequacy-affordability-and-large-loads/ 2. CenterPoint expects 14 GW of demand added to grid in ERCOT batch - Houston Business Journal — Houston Business Journal https://www.bizjournals.com/houston/news/2026/07/28/centerpoint-ercot-batch-zero-power-demand-projects.html 3. Nevada's electric utility is suing a major data center company. Here's why. - The Nevada Independent — The Nevada Independent https://thenevadaindependent.com/article/nevadas-electric-utility-is-suing-a-major-data-center-company-heres-why 4. Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead — InfotechLead https://infotechlead.com/data-center/orange-and-morrison-launch-e3-bn-france-data-centre-jv-targeting-400-mw-ai-and-cloud-capacity-97323 5. TPG Reportedly Eyes $3B Acquisition Of Data Center Firm — Bisnow https://www.bisnow.com/national/news/data-center-capital-markets/tpg-eyes-3b-acquisition-of-data-center-firm-netrality-135593 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]