Data Centers Briefings

SECI opened a formal channel on July 17, 2026 for large electricity users to line up long-term renewable supply. Its Expression of Interest for bulk power off-takers names “Data Centres and IT Parks” as a target buyer class and lists a submission deadline of August 17, 2026. The document frames procurement across REIA, captive, group-captive and joint-venture structures. No tariff, awarded capacity, or signed offtake volume is attached to the EOI — it is demand discovery, not a contracted award.

• SECI opens bulk-buyer EOI naming data centres – Tender SECI000264 (ref SECI/C&P/EOI/17/0002/26-27), published July 17, 2026, invites large loads to secure long-term renewable supply via REIA, captive and

On July 31, 2026, the D.C. Circuit denied the petitions for review in Advanced Energy United v. FERC and upheld FERC’s Order No. 2023 as a lawful exercise of the agency’s remedial authority. The rule forced every jurisdictional transmission provider off serial, project-by-project interconnection studies and onto a clustered process backed by withdrawal fines and firm study deadlines. The court held that the study-delay late fees are not civil penalties but rate terms FERC could adopt under Section 206. The opinion reviewed here does not turn Order No. 2023 into a data-center or load-serving holding; co-location language in the rule gove

Entergy Louisiana broke ground on December 1, 2025 on two new combined-cycle combustion turbine facilities in Richland Parish that will add about 1,500 MW to serve Meta’s Hyperion data center campus. The move builds on Entergy’s power plan for a $10 billion Meta project first announced on December 6, 2024. One live question sits over the campus: whether Meta’s data center is permitted as its own air source or whether the utility generation serving it is aggregated with it for major-source purposes. The primary utility and grid record documents a d

Constellation’s plan to restart Three Mile Island Unit 1 as the Crane Clean Energy Center has moved from a 2024 announcement to a 2025-2026 package of concrete financing and permitting actions. The Microsoft power purchase agreement is a 20-year contract. In November 2025, DOE said it closed a $1 billion loan to Constellation for the 835 MW restart. Pennsylvania DEP issued a draft NPDES permit on April 2, 2026. Restart still depen

Cleco told the public on May 26, 2026 that it will serve power to an Applied Digital AI factory campus in Rapides Parish, Louisiana. The utility says the data center — not existing customers — will reimburse the project’s power-generation and infrastructure costs. Cleco’s own materials put the committed campus load at 430 MW. Louisiana Economic Development frames the same project as a $3.6 billion campus in Boyce with construction begun in January 2026 and initial operations targeted for mid-2027.

• [SECI opens live EOI for bulk renewable procurement](https:

Arunachal Pradesh Deputy Chief Minister Chowna Mein said on July 18, 2026 that three assets under the state’s centrally funded grid-strengthening scheme had been charged: the 33 kV Khonsa–Khonsa line, the 33 kV Basar–Tirbin line, and the 33 kV Basar substation. The underlying programme is the Ministry of Power’s Comprehensive Scheme for Strengthening of Transmission & Distribution Systems in Arunachal Pradesh and Sikkim. Its cost was revised from Rs 4,754.42 crore to Rs 9,129.32 crore, with completion targeted for March 2027. These are 33 kV district-level sub-transmission assets serving Khonsa, Basar, and Tirbin load pockets, not large transmission nodes tie

Palm Beach County staff twice recommended approval of Project Tango, a hyperscale AI data-center-plus-warehouse plan inside the Central Park Commerce Center. The July 2, 2026 Zoning Commission staff report backed the revised 3,594,564-square-foot program subject to conditions. The same report set out the constraint that shaped the fight: county water utilities would allocate no more than 100,000 gallons per day to the site. What the county primary file establishes is the application, the staff recommendation, and the July 15, 2026 hearing; the final Board of C

New York’s data center pause is running on an executive order, not a statute. Governor Kathy Hochul signed Executive Order No. 62 to create a statewide moratorium on new hyperscale data centers while the state develops higher standards. A separate Senate bill, S9144A, would go further if enacted. The two mechanisms diverge on the number that decides who is covered: the executive action ties to 50 MW hyperscale permitting, while the bill defines a data center at [twenty megawatts of electricity or more](https://legislation.nysenate.gov

EQT and Carlyle have confirmed a change of control at Copia Power, and both sides describe the platform in the same terms: over 9 GW of grid-connected data centers under development. EQT said on July 9, 2026 that EQT Infrastructure VII agreed to acquire Copia from Carlyle, with closing expected by the end of 2026. That 9 GW is company-stated pipeline language repeated across the July 2026 releases. The named, contracted power sitting behind it is concentrated in Arizona.

• EQT to acquire Copia Power – EQT Infrastructure VII agreed to buy Copi

Starwood Capital said on July 1, 2026 that it closed its latest opportunistic real estate fund, Starwood Distressed Opportunity Fund XIII, with capital commitments in excess of $10.2 billion. The firm named data centers among the fund’s targeted asset classes and said it has already closed or committed to 20 transactions, committing more than $3 billion of equity. The release describes an initial portfolio with data-center investments spanning the United States, Europe and Asia. The clearest named data-center platform in Starwoo

Adani Enterprises opened a Qualified Institutions Placement on July 2, 2026, and the QIP committee authorized the opening of the issue that day. The floor price was set at ₹3,034.68 per equity share. Adani lists six data-centre entities among its jointly controlled entities and associates. The QIP filing frames proceeds in broad corporate terms and does not name a data-centre subsidiary or project as a designated beneficiary.

• Adani Enterprises opens ₹15,000 crore QIP -

Realty Income put dollar figures on its new hyperscale data center bet on June 30, 2026. The company launched a programmatic joint venture with Cloud Capital and an unnamed global institutional investor. Realty Income expects to invest up to $1.4 billion for a 45% common-equity stake. The initial seed portfolio is three Northern Virginia data center assets valued at over $6.0 billion.

• Realty Income forms hyperscale JV with Cloud Capital –

Sabanci Renewables named Meta as the buyer for two Texas solar projects in a June 22, 2026 release — and in the same release moved one of them to a different county than its own project page lists. The release says Sabanci entered a long-term PPA with Meta for “100% of the environmental attributes” from the Lucky 7 Solar and Pepper Solar projects. The two total 220 MWac / 286 MWdc and are targeted for second-half-2027 completion. Sabanci’s project page places Pepper in McLennan County; the Meta re

ITG, Inc. launched its IPO on June 22, 2026, after filing on SEC EDGAR. The company is offering 19,512,196 shares of Class A common stock and has applied to list on the Nasdaq Global Select Market under the symbol ITG. ITG builds and maintains broadband, wireless, data center, utility, and civil infrastructure across 49 states. The stated use of proceeds is debt repayment, not new build capacity.

• ITG launches Nasdaq IPO, proceeds slated for debt repayment – ITG, Inc. is offering 19,512,196 Class A shares and intends to repay principal u

Pennsylvania’s three data-center bills have cleared the House and sit in the Senate, and the most consequential one carries hard numbers. HB 2650 passed the House 124-78-1 on October 22, 2024 and was referred to Senate Finance. It replaces future certifications under Article XXIX-D with a new GRID certification framework that conditions the sales-and-use tax exemption on investment, jobs, energy, and water commitments. Its official fiscal note shows $0 General Fund impact in FY 2025/26 and FY 2026/27. The widely cited $517.2 million-by-FY-2030-31 figure is not in that note; it is attributed in secondary material to t

PSC Wisconsin tightened the credit rules behind one of the country’s largest data center loads. On May 21, 2026 the Commission issued its final decision in Docket 6630-TE-113 on We Energies’ Very Large Customer tariff. It raised the parent-credit bar to A-/A3 before a customer can skip cash collateral, and it stripped the utility’s power to waive financial assurances on its own. On June 10, 2026 Wisconsin Electric, Vantage Data Centers, and Cloverleaf Infrastructure filed jointly to reopen those provisions. Oracle, the phase-1 customer at the nearly 1 GW Lighthouse campus in Port Washington, says full cash posting

ERCOT’s data center surge now runs through a formal gate. The Public Utility Commission of Texas approved ERCOT’s Batch Zero process on June 18, 2026, a staged screening-and-study framework for large loads. The threshold is a single site with peak demand of 75 MW or greater. ERCOT said on April 1, 2026 it was tracking about 410 GW of large loads seeking interconnection, roughly 87% of it data centers. Batch Zero is now also ERCOT’s preferred basis for its long-term load forecast.

• [Virginia HB30

Chevron announced on June 22, 2026 that its wholly owned subsidiary Energy Forge One LLC signed a 20-year power purchase agreement with Microsoft for a co-located power facility in West Texas called Project Kilby. Microsoft said the same day it will build a new datacenter campus in Pecos, Texas. Chevron expects a final investment decision by the end of 2026 and anticipates first power in 2028. Texas air-permit records place the Kilby Power Plant near Pecos in Reeves County.

• [Virginia budget sets $0.011/kWh data-center electricity tax](https://

Sierra Pacific Power Company d/b/a NV Energy applied on May 29, 2026 for approval of Large Load Electric Service Agreements with two Storey County, Nevada entities: PR RNO Property Owner 1, LLC and SV RNO Property Owner 1, LLC. Those same entities had already filed to build their own power. PR RNO sought a permit for a temporary 218 MW natural gas-fueled generating facility; SV RNO sought one for a temporary 144 MW facility and, separately, for a new 345 kV substation tying into the Mackey Switching Station. Days earlier, Microsoft filed a [c

Dominion Energy’s clearest filed data-center linkage in the Remington area runs through SCC Case No. PUR-2025-00032, the Culpeper Technology Zone transmission project. The March 26, 2025 SCC order says the project is needed “to interconnect and provide electric service requested by three data center customers” in Culpeper County and the Town of Culpeper. The package includes the Fauquier County Remington Rebuild, a 0.7-mile segment rebuilt to double-circuit 230 kV into Remington Substation. Dominion put the project’s conceptual cost at about $253.7 million, targeting a May 1, 2028 in-service date. The