FERC's large-load orders moved AI power demand into six RTO and ISO dockets [1][2][3][4]

The prior file at ngtimes.org/2026/06/21/ferc-large-load-orders-start-ai-power-filing-clock asked for a public receipt before the frame hardened. Today's record supplies one, but it does not settle every claim.

The MSM frame is straightforward: large-load integration is now a formal tariff and reliability issue. The X frame is sharper and less patient: AI data centers are buying their way around ordinary grid customers. The paper's read is narrower. Six operators now owe public justifications or reforms, which converts hype into tariff filings.

That matters because the public decision is no longer about whether the topic feels important. It is about which document, docket, table, filing, warning, vote, or operating record should control the next claim. The source stack gives the reader multiple anchors rather than one headline. [1][2][3][4]

The remaining gap is practical. The next receipts are filings, cost-allocation terms, and interconnection timelines. Until that gap closes, the responsible headline is a receipt check, not a victory lap.

-- THEO KAPLAN, San Francisco