Federal regulators handed utilities a deadline this summer that has nothing to do with a storm or a heat wave. On July 16, the Federal Energy Regulatory Commission ordered the North American Electric Reliability Corporation to write mandatory reliability standards for a new class of grid customer: the AI data center. NERC has until Dec. 31 to figure out how to fold gigawatt-scale computing campuses into a system built to move electricity, not babysit it. Gartner expects power shortages to operationally constrain 40 percent of existing AI data centers by 2027. Bloom Energy's latest power report puts U.S.
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