Rules, permitting, and interconnection

Policy coverage and analysis

FERC, NERC, PUCs, permitting, transmission, rate design, and large-load rules shaping where AI infrastructure can actually get built.

Coverage lens

Why this lane matters to the physical AI economy

This section tracks the signals inside policy that change how AI gets deployed in the real world. The goal is not to collect every headline. It is to identify the stories that affect power timing, infrastructure readiness, automation workflows, capital spending, regulation, or market positioning.

Each article is written to connect the news hook to an operating question: what changed, who has to respond, which constraint becomes more important, and what readers should watch next. That keeps the section useful for builders, investors, utilities, operators, and teams making deployment decisions.

Read article: Who Pays for AI Data Center Grid Upgrades?PolicyLarge electrical substation with transmission lines and utility equipment
PolicyMay 14, 20267 min read

Who Pays for AI Data Center Grid Upgrades?

AI data centers are turning a quiet utility-planning question into a public policy fight: when a massive new load needs substations, transmission, transformers, and reliability work, should the developer pay, should all customers share the cost, or should regulators create a new large-load tariff before the bill lands on households?