The Power Map · No. 02 — FERC Docket RM26-4
Who writes the rules ofThe Grid
The rule text that decides how artificial-intelligence (AI) data centers connect to the U.S. grid is being written right now. In Federal Energy Regulatory Commission (FERC) Docket RM26-4, six hyperscalers—Meta, Google, Microsoft, OpenAI, Amazon, and Oracle—are on the record asking for specific language, and six grid operators have been ordered to rewrite the tariffs that will govern those same companies’ access. The compliance filings due about August 17, 2026 are where the test runs: The Power Map will match the tariff text, line by line, against the language the companies asked for.
The proceeding’s paper trail is unusually clean. It opened not with a FERC notice but with a §403 letter from U.S. Department of Energy (DOE) Secretary Chris Wright attaching a pre-drafted 14-principle agenda; the six companies filed initial comments in their own names on a single day in November 2025; and in June 2026 FERC issued six unanimous show-cause orders—an order that requires its recipient to either justify its existing rules or propose new ones—handing the drafting pen to PJM Interconnection, Southwest Power Pool (SPP), the New York Independent System Operator (NYISO), the Midcontinent Independent System Operator (MISO), the California Independent System Operator (CAISO), and ISO New England (ISO-NE). Every relationship on this page traces to a FERC eLibrary accession, a U.S. Securities and Exchange Commission (SEC) filing, or a company’s own release—each one linked in The Record below. Verified July 29, 2026.
Editor in Chief Jayne LytelThe Big Drop · Investigations No. 42Docket RM26-4-000Updated July 29, 2026