ComputePower: PJM Grid Vulnerability Under Data Center Load Growth
Data center electricity demand in the United States nearly doubled between 2023 and 2026, and grid capacity has become the binding constraint on where new compute can be sited. Ranking which zones absorb that load safely means holding several moving quantities together at once: price volatility, congestion stress, existing data center concentration, and the queued generation that might relieve any of it.
Result. All 21 PJM zones ranked and re-ranked in real time as load growth and queued solar assumptions move, presented on an interactive map for readers who will not open a notebook. Because normalization anchors are fixed to the baseline period, a zone's score means the same thing across scenarios, which is what makes the comparison usable rather than merely responsive.