AI, Energy and Money: Lessons From PJM

On Demand

Duration: 48 Minutes

Original Date: March 16, 2026

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Artificial intelligence is reshaping the power sector, and the financial consequences are already material. PJM Interconnection sits at the center of the AI-driven demand surge. Rapid data center growth is accelerating load forecasts and prompting a reassessment of generation investment, grid reliability and market design. In this webinar, BloombergNEF unveils its inaugural PJM Market Outlook, forecasting power demand, generation capacity and wholesale prices under a rapidly evolving regulatory landscape. This session explores how PJM’s response to the AI wave may serve as a template – or a warning – for other markets facing similar pressures. For investors and decision-makers, understanding developments in PJM today could be critical to navigating energy markets tomorrow.

AI, Energy and Money: Lessons From PJM

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