According to NVIDIA Blog, FERC's policy shift could mark a turning point for AI infrastructure, but its broader implications remain uncertain. While the framework incentivizes large customers to fund their own grid upgrades, critics argue this may disproportionately benefit tech giants like NVIDIA, leaving smaller players behind. The policy's reliance on flexible load management raises questions about scalability and fairness, especially for communities already grappling with energy affordability. As AI-driven industries expand, the real test will be whether this framework fosters equitable growth or deepens existing disparities in grid access and costs.