How an upcoming FERC proposal will reshape America’s AI future

How an upcoming FERC proposal will reshape America’s AI future

From POLITICO Energy by POLITICO

April 22, 2026 · 16 min

About this episode

The episode discusses an upcoming FERC proposal that may significantly impact how data centers connect to the power grid and its implications for America's AI future.

Federal energy regulators are preparing a major proposal that could reshape how energy-hungry data centers connect to America’s power grid. POLITICO’s AJ Camacho breaks down what to know about FERC’s proposal and how that decision -- expected in coming weeks -- could reshape America’s AI rollout and power system. Plus, President Donald Trump invoked the Defense Production Act to strengthen federal funding for a host of energy projects. Francisco "A.J." Camacho is a reporter for POLITICO’s E&E News. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy. Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here: ➤ X: https://x.com/politico/ ➤ Instagram: / politico ➤ Facebook: / politico For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper…

People in this episode

Hosts: Francisco "A.J." Camacho, Nirmal Mulaikal

Topics covered

  • FERC proposal
  • energy data centers
  • AI rollout
  • power grid
  • energy projects
  • federal funding

Keywords

  • FERC
  • energy
  • data centers
  • AI
  • power grid
  • Donald Trump
  • Defense Production Act
  • energy projects

Mentioned in this episode

Organizations: POLITICO, FERC, Power Switch, POLITICO Pro, Defense Production Act

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