Data Centers Briefings

Andreessen Horowitz launched a new fund on August 28, 2026 that puts data centers inside its stated investment mandate. The firm said it raised $1.1 billion for the vehicle, which it calls the Machine Age Fund. The mandate covers chips, memory, networking, storage, and what a16z describes as “full systems for running AI: from data centers to robotics to home AI appliances.” The announcement names investable pressure points — power, cooling, electrical, materials, and real estate — that sit around AI infrastructure buildout.

• a16z raises $1.1B Machine Age Fund with data centers in the mandate – Andreessen Horowitz says the fund will back “all of the computer infrastructure on which AI runs,” explicitly in

President Trump signed an executive order on August 26, 2026 declaring a national emergency over foreign-produced grid equipment, and the order is in force now. It authorizes the Secretary of Energy to block or condition transactions involving foreign-produced bulk-power-system equipment tied to a Covered Foreign Entity. DOE must publish implementing rules within 120 days, an outer date of December 24, 2026. The covered-equipment list reaches substation transformers, grid-connected inverters, battery storage, and UPS systems supporting critical infrastructure.

• [DOE’s national-emergency order on grid equipment is in force](https://www.whitehouse.gov/pre

ESDS Software Solution filed a Draft Red Herring Prospectus dated March 30, 2025 for an initial public offering of up to ₹6,000.00 million. The DRHP earmarks ₹4,807.29 million of net proceeds for cloud computing and other equipment across four named data centres. The line items name servers, storage, networking, and power gear — not new MW blocks or GPU counts. As of the filing, ESDS had procured vendor quotations but had not placed firm orders.

• ESDS DRHP earmarks ₹4,807.29M for data-centre equipment – The ₹6,000M IPO’s largest proceeds slice funds servers, storage, networking, and power infrastructure across Airol

PJM has turned two years of large-load warnings into a filing at FERC and a board-directed procurement. After the 2028/2029 Base Residual Auction cleared 6,831 MW short of its reliability requirement, the PJM Board directed a one-time Reliability Backstop Procurement to run this fall. The mechanism carries a $555/MW-day willingness-to-pay cap, contracts of up to 15 years, and a new service that puts unserved new large loads at the front of the curtailment line. New Large Load demand is projected to rise by about 70 GW by 2038.

• PJM files reliability backstop at FERC over a 6,831 MW shortfall – PJM pr

On Aug. 21, 2026, the U.S. Department of Energy issued a fresh emergency order keeping two retiring Eddystone units running near Philadelphia. The order runs from Aug. 23 through Nov. 20, 2026 and covers 760 MW. DOE grounds the action in a PJM reliability record it ties directly to data-center load growth. For Pennsylvania siting, the same record now pairs recruitment with a formal reliability screen for large loads.

• Lancium ties NVIDIA to its 15 GW Texas campus portfolio – Lancium said on Aug. 24, 2026 that NVIDIA made a strategic investment and will deploy DSX MaxLPS and DSX Flex across campuses representing [4 GW of leased capacity](https://www.prnewswire.com/news-releases/lancium-an

Prometheus Hyperscale and Istmo Energy said on Aug. 20, 2026 that they will jointly develop a behind-the-meter hyperscale campus in Reeves County, Texas. They call it the Pecos campus. It is designed for 1.5 GW of compute in Phase 1, with a path to 2.5 GW, and targets first power in 2027. The announcement carries the configuration; the day’s other established filings sit alongside other West Texas entities.

• [Prometheus and Istmo announce a 1.5 GW Reeves County campus](https://www.prometheushyperscale.com/news/prometheus

Cloverleaf Infrastructure said NVIDIA has taken a minority stake in the site developer and will work with it on foundational infrastructure for AI factory development. The strategic partnership announcement is Cloverleaf’s own newsroom release. It states NVIDIA took a minority stake in Cloverleaf. Cloverleaf describes itself as a developer that prepares powered, ready-to-build sites and transfers local agreements to the eventual owner-operator once approvals and power a

Uttar Pradesh’s grid planning is now moving through formal resource-adequacy channels. The Central Electricity Authority lists a Report on Resource Adequacy Plan for UPPCL, Uttar Pradesh (up to 2035-36) on its Generation Resource Adequacy Study Reports page. In parallel, the state regulator published a Draft Uttar Pradesh Electricity Regulatory Commission (Framework for Resource Adequacy) Regulations, 2024 on July 3, 2024. These are the documents that would carry any committed large-load or data-centre demand into system planning.

• CEA resource-adequacy study – The Central Electricity Authority lists a [Report on Resource Adequacy Plan for UPPCL, Uttar Prade

On August 14, 2026, the Andaman & Nicobar Administration withdrew the data-centre solicitation it had published four days earlier. The August 10 notice was an Expression of Interest to explore a private-sector-led Green AI/Data Centre vertical in Great Nicobar or Little Andaman. It invited responses on a no-cost, no-commitment basis from hyperscalers, cloud providers, and marine-engineering and renewable-energy firms. The withdrawal notice said the EOI stood withdrawn with immediate effect due to administrative reasons. The document itself stated it was for market sounding only and did not constitute a tender or a promise of lan

PJM filed its Interim Resource Adequacy Service proposal with FERC on August 13, 2026, in docket ER26-3515-000. The filing follows the PJM board’s July 27, 2026 decisional letter directing action on resource adequacy, affordability, and large loads. It sets a single number that now governs large-load treatment across the grid: 50 MW. New Large Loads at or above that threshold that do not bring their own supply face a new reliability regime from June 1, 2027, and exclusion from RPM demand calcula

India’s Ministry of Power told the Rajya Sabha that, as of May 14, 2026, the Central Electricity Authority projects 26.3 GW of additional data-centre electricity demand by 2031-32 across 11 major states. The more actionable detail sits inside that headline. Of the pipeline, about 17 GW has already lodged connectivity applications with State Transmission Utilities, versus 9.3 GW that has not. That split — filed grid demand against still-planned load — is the distinction that separates near-term transmission capex from later-stage upside.

• [DAE opens SHANTI nuclear rules consultation, naming data centres](https://dae.gov.in/public-consultation-on-draft-shanti-rules-and-

Anthropic, Macquarie Asset Management, and GIC said on August 10, 2026 that they formed Theseus Infrastructure, a U.S.-focused platform to develop, operate, and lease data center capacity to Anthropic under long-term agreements. Funds managed by Macquarie Asset Management, together with GIC, will own the platform and fund the majority of the equity for each project. Anthropic is named as the anchor tenant for sites the parties identify and develop. The transaction record is clear on structure and broad on the rest.

• [Prysmian supports a $1.25B U.S. fiber buildout ti

On August 3, 2026, Governor Greg Abbott directed the Public Utility Commission of Texas and ERCOT to audit every data center advancing through ERCOT’s interconnection process before any more are cleared to move forward. The order says projects that fail the review must be denied connection to the Texas grid. ERCOT is tracking about 474 GW of large loads seeking interconnection, ~90% of them data centers. Within a day the directive knocked ERCOT’s Batch Zero classification schedule off its August 7 deadline.

• [L&T deploys 10,000-GPU AI Factory at Chennai](https

NextEra Energy said on Aug. 12, 2026 that it executed definitive agreements with the U.S. Department of Commerce and the Government of Japan to fund up to 10 GW of gas-fired generation in Texas and Pennsylvania. The initial tranche is $3.3 billion. The one named project is South Mon in Pennsylvania at 4.3 GW and $17 billion. The Texas leg is confirmed only as a separate large-load project, with initial resources due online as early as end-2028 and full completion in 2032.

• [NextEra’s $3.3B first tranche funds up to 10 GW of Texas-Pennsylvania gas](https://newsroom.nexteraenergy.com/2

On June 3, 2026, the Grimes County Commissioners Court executed a property tax-abatement agreement with Space Exploration Technologies Corp. for a semiconductor and advanced-computing fabrication campus at the former Gibbons Creek Reservoir site. The agreement grants 100% abatement of county ad valorem taxes on improvements for tax years 2027 through 2036. Days later, Texas Comptroller JETI filings added phase-level detail. Two of the eight planned applications drew recommendation letters on June 15, 2026 — one for Anderson-Shiro CISD, one for Iola ISD — and both name on-site power generation, substations, backup generation

Virginia’s State Corporation Commission drew a line on July 31, 2026 in Dominion’s Rider T1 case. It did not impose a blanket new charge on every data-center-driven transmission project. Instead it ordered Dominion Energy Virginia to file a proposed amended line extension policy within 90 days in a new docket. That policy applies prospectively and only to “direct connect” transmission facilities — the substations and lines wiring a large-load customer into the bulk grid — and requires a mandatory net-of-revenue contribution-in-aid-of-construction from new or expanding large-load customers. Higher-order backbone and regional costs were left for a later docket.

• [Virginia SCC narrows immediate cost assignment to direct-connect f

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