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FERC orders six US grid operators to fix or defend rules for connecting data centres
After the Energy Secretary used a rarely invoked power in October 2025 to direct FERC to act on interconnecting loads above 20MW, FERC chose six tailored Section 206 show-cause orders to PJM, MISO, SPP, CAISO, ISO-NE and NYISO rather than one national rule. Each must justify its tariff or propose reforms covering study procedures, network-upgrade cost recovery, co-location, flexible-load service and generation adequacy, with responses due 17 Aug 2026.
Why it matters
How fast and at whose cost large AI campuses can connect to the US grid will now be set region by region through these proceedings.
Line of Thought
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Connections our researchers recorded
- DevelopmentEmerald AI, Google and NVIDIA form alliance for grid-flexible AI data centres16 Sep 2026 · Launch · USPrompted: Flexible-load service is one of the reform areas FERC ordered
- DevelopmentMeta signs nuclear deals with Vistra, TerraPower and Oklo for up to 6.6GW by 20359 Jan 2026 · Deal · USContrasts with: Long-dated new generation versus near-term grid-connection reform
What led here
Earlier developments on the same thread
- DevelopmentAnthropic secures multiple gigawatts of Google TPU capacity with Broadcom from 20276 Apr 2026 · Deal · US
- DevelopmentTrump executive order launches Genesis Mission for AI-driven science at DOE24 Nov 2025 · Policy · US
- DevelopmentOpenAI signs 6GW AMD GPU deal and gets warrant for up to 160m AMD shares6 Oct 2025 · Deal · US
- DevelopmentOpenAI, SoftBank, Oracle and MGX launch $500bn Stargate data-centre venture21 Jan 2025 · Deal · US
What happened next
Later developments on the same thread
- DevelopmentUS moves UAE into top export tier, opening licence-free AI chips to approved users10 Jul 2026 · Rule change · US, AE
- DevelopmentWhite House commits $5bn+ to Genesis Mission and selects 278 AI-for-science projects22 Jul 2026 · Programme · US
- DevelopmentKansas City Fed's Schmid asks whether the AI ecosystem is becoming too big to fail25 Sep 2026 · Statement · US
Same story elsewhere
What other countries and bodies did on this
- DevelopmentEU opens call for up to seven AI gigafactories in at least seven member states30 Jul 2026 · Programme · EU
- DevelopmentParis AI Action Summit closes with declaration the US and UK decline to sign11 Feb 2025 · Statement · INTL, FR
- DevelopmentBank of England flags AI debt boom, circular financing and AI cyber threat7 Jul 2026 · Report · GB
Rules in play
Laws and guidance this touches
- RuleAI Action PlanUS · In force · 23 Jul 2025
Threads by topic: Energy and power Data centres