分组1 - The PJM Interconnection's market monitor attributes 40% of revenues in its latest capacity auction to data centers, amounting to $6.5 billion out of $16.4 billion in total costs for power supplies [2] - The capacity auction was conducted to secure energy for the delivery year starting June 1, 2027, highlighting the significant impact of data centers on market conditions [2] - The extreme uncertainty in load forecasts due to data center additions raises questions about the reliability of capacity auction outcomes [2] 分组2 - The Electric Reliability Council of Texas (ERCOT) experienced a 300% growth in its large load queue last year, with over 70% of interconnection requests coming from data centers [3] - ERCOT is currently assessing more than 233 GW of large load interconnection requests, indicating a substantial increase in demand driven by data centers [3] - The Public Utility Commission of Texas is working on implementing new standardized interconnection rules and improving load forecasting to address the challenges posed by the influx of data center requests [3]