The story everyone is reading wrong is that AI's real bottleneck is electricity, not chips. On June 18, 2026, the US Federal Energy Regulatory Commission (FERC) ordered six major grid operators to give data centers a fast lane onto the grid, per TechCrunch. What it did not do is add a single megawatt of supply.
I think that gap matters more than the order itself, and it changes how I'd plan any AI project from here, including one run from a laptop in Colombo.
The regulator told the six operators to prove that data centers can connect "in a timely and orderly manner," and to consider alternative transmission technologies like solid-state transformers and superconducting lines. There are deadlines attached:
Requirement
Deadline
