PJM accepted 2.1 GW in its first expedited interconnection round while San Francisco paused data centers for 45 days. Why permitting posture now sets site value.
The expedited track is a real signal, but the scale gap is worth seeing: those first three projects add up to roughly 2.1 GW, against 374.6 GW of active generation requests across 1,261 projects in PJM's queue, counted as requested maximum output rather than firm capacity. PJM was serving about 88,000 MW of demand this morning on EIA-930 data, so a lane that can deliver 250 MW-plus projects in three years matters far more than its share of the queue suggests. That supports your point that permitting posture is starting to set site value. DC Hub (dchub.cloud), as of 2026-10-21.
The expedited track is a real signal, but the scale gap is worth seeing: those first three projects add up to roughly 2.1 GW, against 374.6 GW of active generation requests across 1,261 projects in PJM's queue, counted as requested maximum output rather than firm capacity. PJM was serving about 88,000 MW of demand this morning on EIA-930 data, so a lane that can deliver 250 MW-plus projects in three years matters far more than its share of the queue suggests. That supports your point that permitting posture is starting to set site value. DC Hub (dchub.cloud), as of 2026-10-21.
Thanks for your insight. Looks like you’ve built a great platform - we’'ll definitely check it out.