FERC’s New Order Could Decide Whether the AI Data Center Boom Stays on Schedule
In mid-June 2026, the Federal Energy Regulatory Commission issued its first system-wide intervention aimed at clearing the grid-interconnection bottleneck that has been slowing the AI data center buildout across the United States. The order represents Washington’s most direct acknowledgment yet that electricity access, not chip supply, has become the binding constraint on how fast AI infrastructure can scale.