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Our second weekly read on AI compute, power and hard assets: SK Telecom maps a 15 GW buildout, Cummins powers a West Texas AI microgrid behind the meter, PJM plans a data-center backstop, and FERC holds the interconnection line.

Our first weekly read on AI compute, power and hard assets: FERC fast-tracks data-center interconnection, AI rewrites the utility playbook, $1.75B flows into behind-the-meter gas, and PJM’s grid hits its summer limits.