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Deep & Emerging Tech·July 15, 2026·1 min read

Monitoring Analytics: PJM's recent electricity auction is expected to add $6.3B to customers' bills in 13 states and DC through 2029 due to data center demands

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A single PJM capacity auction adding $6.3B to bills across 13 states and DC because of data center demand makes AI compute a political line item, not just a cloud bill. If your footprint touches PJM, assume rising scrutiny on siting, efficiency, and demand response when you negotiate power and community approvals.

Deep & Emerging Tech

CEO of big memory chip maker says 2027 could be the 'worst year in the industry's history' — and other RAM crisis rumblings back up that dire prediction

If a major memory CEO is flagging 2027 as potentially the worst year ever, assume prolonged volatility in RAM pricing and availability just as AI and high-density workloads spike demand. Lock in critical memory supply where you can and design your infra to be more tolerant of capacity and price swings over the next 24–36 months.