Market Watch
20 May 2026, 17:19 UTC · 1d ago
Source · https://www.marketwatch.com/story/constellations-and-vistras-stocks-rally-as-power-grid-operator-speeds-up-data-center-deals-67b95021
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PJM has admitted that its power capacity is insufficient to meet the demand driven by data centers. — Supply shortages in a critical energy grid can lead to higher operational costs for data centers and potentially throttle the growth of AI/cloud infrastructure.
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