PJM Interconnection, the largest US power grid operator, proposed giving priority to data centers that have secured electricity capacity for new facilities. The rule aims to streamline the interconnection queue for the PJM grid, which spans 13 states and serves 65 million people.

This move addresses a critical bottleneck for data-center developers facing years-long delays to plug into the grid. With AI-driven electricity demand surging, companies like Amazon and Microsoft need reliable power to build new facilities. The change could lower project risks and costs for these operators.

Industry groups have long complained about the queue, where some projects wait over a decade. If approved, the rule would reshape investment timing for cloud providers and colocation firms. Watch for the Federal Energy Regulatory Commission's review, as it could set a precedent for other grid operators nationwide.