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FERC's Large-Load Interconnection Ruling Targets Grid Stress from AI and Advanced Manufacturing

The Federal Energy Regulatory Commission has issued a major ruling on large-load interconnection, reshaping how AI factories, semiconductor fabrication facilities, and advanced manufacturing plants connect to the U.S. power grid. The action is framed as a response to growing grid stress driven by surging AI infrastructure demand. NVIDIA highlighted the decision as consequential for the build-out of next-generation AI data centers.