New AI load must now bring its own generation or stand first in line for curtailment.
FERC's show-cause reforms are pushing all six RTOs to exclude new large loads from capacity-market procurement, require self-supplied or co-located generation, and register un-backed loads as interruptible — shifting resource-adequacy costs and reliability risk entirely onto data-center developers.
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PJM's IRAS framework forces hyperscalers to either self-supply new generation or accept first-off curtailment in grid emergencies, shielding ordinary ratepayers from their capacity costs.
ISO-NE's blueprint makes data-center developers solely responsible for their own resource adequacy while the capacity market procures nothing on their behalf, the structural endpoint of the bring-your-own-generation regime.