Development

The grid revives 765-kV lines not built since the 1980s

development2026-03-03

Claim

AI demand is reviving high-voltage 765-kV power lines not built since the 1980s with PJM approving $11.8 billion in expansion, while Ornn and Kalshi launched the first CFTC-regulated H100 price contracts.

Reported metric: $11.8B

Reporting date: 2026-03-03 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to March 3, 2026 (theinnermostloop.substack.com)

The author discloses a financial interest in Ornn.

Knowledge graphopen in browser →

Reported in

Welcome to March 3, 2026

Actor

Evidence for

Supersedes

The US plans a record 86 GW of new capacity in a year

Referenced by

Cite or correct this record

Citation formatCitation text

The grid revives 765-kV lines not built since the 1980s
Innermost Loop KB — secondary record
Reporting date: 2026-03-03
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-03-03-765kv-lines-return
Claim: AI demand is reviving high-voltage 765-kV power lines not built since the 1980s with PJM approving $11.8 billion in expansion, while Ornn and Kalshi launched the first CFTC-regulated H100 price contracts.
Attributed sources:
- Welcome to March 3, 2026 — https://theinnermostloop.substack.com/p/welcome-to-march-3-2026
This citation does not imply independent verification of linked-source claims.

Suggest a correction — opens a GitHub draft for you to review and submit.