PJM-Oklo Fight Puts AI Power Bottleneck on Display — September 02, 2026

PJM and Oklo are headed to FERC over a 750-MW advanced-nuclear-plus project dropped from the interconnection queue, while AI-driven battery deployments and Keppel’s Tokyo data-center acquisition show how compute growth is reshaping power and capital plans.

In this episode:

Top stories:

1. PJM drops Oklo advanced nuclear project from interconnection study cycle | Utility Dive — Utility Dive

https://www.utilitydive.com/news/pjm-oklo-advanced-nuclear-ferc-interconnection/829150/

2. How the AI boom has impacted US battery storage so far — Latitude Media

https://www.latitudemedia.com/news/how-the-ai-boom-has-impacted-us-battery-storage-so-far/

3. Keppel, Singtel land major DC deals in Japan, Singapore — Light Reading

https://www.lightreading.com/data-centers/keppel-dc-reit-expands-japan-assets-as-singtel-kkr-close-5-2b-stt-gdc-deal

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