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So this is a combination of utter mismanagement by the power companies, combined with growth in data center demand. Data centers are not purely AI. And I would expect that if PJM continues to be a basket case with exceptionally high prices those data centers will move elsewhere, or at least not get set up so more in those locations. Data centers generally don't have to be located in specific places, by their nature. AI-specific ones in particular since the bandwidth required is a lot smaller than their processing power.
Recently, yes data centers are practically only AI. You could split hairs around training vs inference, colocation, whatever, but end of day it's virtually all AI driven one way or another.
Gigawatt scale plans across the industry, massive load growth forecasts, 4 year gas turbine timelines at the earliest, new nuclear not online until ~2032-35 at the earliest.
The load growth crunch is real, and the power has to be delivered one way or another.
Source: 10 years in the energy industry
Really, you think all existing uses of data centers stopped now that there's AI in the mix? There may be specific facilities under construction that are intended primarily or solely for AI use, but all the existing demand is still there.