UII UPDATE 496 | MAY 2026
Intelligence Update

NERC alert points to future of grid

18 May 2026
6 min read

Data center operators face a complex conundrum in the US and elsewhere. In many regions, there are years-long delays when connecting to power; meanwhile grid transmission system operators (TSOs) fear they could destabilize infrastructure, and consumers blame them for rising electricity prices.

The US grid connection authority, the North American Electric Reliability Corporation (NERC), has responded, issuing an urgent alert to TSOs outlining a roadmap for managing large computational load connections based on detailed analysis of data center power profiles and demand. The definition of a large load is unclear, but NERC describes a computational load as exceeding 20 MW, connected at 60 kV and containing at least 1 MW of IT.

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