Data Centers Briefings

Executive Order 14318, signed July 23, 2025, is the federal instrument that actually governs how large AI data centers get sited and powered. It directs agencies to accelerate permitting, open federal and military land for siting, and stand up financial support for qualifying projects. The thresholds are large: the order defines a “Data Center Project” as a facility needing more than 100 MW of new load dedicated to AI inference, training, simulation, or synthetic data generation. The later DOE and FERC actions that build on it are the ones hyperscalers and colocation operators should be reading.

• [Executive Order 14318 accelerates federal permitting for AI data center

Accelevation priced its Nasdaq IPO below the range it floated two weeks earlier. The company launched its roadshow on September 22, 2026 for 30,000,000 Class A shares at an expected $20.00 to $24.00 each. The priced outcome came in at $18.00 per share. For anyone reading the filing as data center development intelligence, the use-of-proceeds language stays at the corporate level — debt repayment, Tax Receivable Agreement payments, and general corporate purposes — with no proceeds assigned to named campuses, megawatt blocks, or utility and EPC commitments.

• [Accelevation prices IPO at $18.00, bel

Virginia’s fight over how new data-center load could be curtailed has a new front. On September 28, 2026, a coalition of more than 50 nonprofit and community groups led by the Piedmont Environmental Council asked the State Corporation Commission to broaden a working group that so far pairs the regulator with the Data Center Coalition. That working group grew out of a June 30, 2026 SCC–DCC letter to PJM proposing model interruptible tariffs and emergency load-reduction rules. The coalition’s central objection is that curtailment could push data centers onto their diesel backup fleets, and it wants air regulators, consumer counsel, and local governments at the table.

• [DTE files 2026 IRP seeking two g

Upper Burrell Township, Pennsylvania has moved from ad hoc concern to an active local-control process over a data center campus at the former Alcoa site. By July 1, 2026, residents were telling the township board a 180-day moratorium on data center applications and permits was in effect through November. In parallel, the township drafted an ordinance and kept processing live TECfusion work at Building J. TECfusions markets the campus as a 3 GW build; the township record so far shows a Building J generator-and-chiller package and a sewer-line permit application, not an approved 3 GW power delivery.

• [Upper Burrell drafts data center ordinance under 180-day moratorium](https://upperburrelltwp.com/wp-c

Orient Cables (India) Limited filed a draft red herring prospectus dated July 10, 2025 for an offer of up to ₹7,000.00 million. The offer splits into a fresh issue of up to ₹3,200.00 million and an offer for sale of up to ₹3,800.00 million. Orient describes itself as a manufacturer of networking cables and passive networking equipment serving industries that include data centres. Networking cables and solutions drove 87.89% of its revenue in the financial year ended March 31, 2025.

• India’s IndiaAI Mission compute reaches 34,000+ GPUs – PIB says the Rs 10,371.92 crore mission’s empanelled capa

Texas spent seven weeks turning data-center oversight into enforcement. On September 24, 2026, Attorney General Ken Paxton launched an investigation into hundreds of Texas data center developments that had not responded to the state water-use survey. It capped four official actions that began August 3, when Governor Greg Abbott ordered a comprehensive audit of every data center in ERCOT’s interconnection queue. That letter cited [roughly 474 gigawatts of pending grid-connection requests](https://gov.texas.gov/up

Karnataka notified its Sustainable Data Centre Policy 2026-31 through official state channels, and the Chief Minister’s Office frames it as a bid to build environmentally sustainable digital infrastructure. An official Chief Minister page confirms the state announced the Sustainable Data Centre Policy 2026-31, aimed at “environmentally sustainable digital infrastructure supported by land, power, water, connectivity and policy support.” The Department of Electronics, IT, BT and S&T carries a matching government-order entry, order number 31 ADM 2026. The policy targets

Telangana’s own industrial-growth report now lists Chandanvelly as a state flagship industrial park under TSIIC, and the state’s environment-clearance agenda names both an Amazon Data Services and a Microsoft data-centre application at the site. The Amazon Data Services filing sits in Chandanvelly and Hythabad villages in Ranga Reddy district. That places Chandanvelly firmly among Amazon’s Telangana campuses as a defined site with named survey parcels, not a bare MoU. The capex, acreage, allotment date, and sanctioned power figures that circulated around the project have not been matched to any TSIIC allotment order.

• [EIL’s Bhubaneswar and Chennai data-centre roles are PMC/consultancy, not EP

On September 10, 2026, the Piedmont Environmental Council called on Virginia’s state leaders to declare a moratorium on connecting data centers to the grid, approving new transmission lines, permitting backup generation, and allowing new water withdrawals. That request frames a set of demands around six issues. The concrete government and utility actions on large-load data centers sit in separate proceedings across Dominion, the SCC, PJM, DEQ, and county planning offices. The most moratorium-like measures on the record are local zoning rewrites in Loudoun and Prince William, not a statewide pause.

• [PEC calls for a statewide da

Massachusetts made its data center guardrails binding on September 8, 2026. Governor Maura Healey signed Executive Order No. 658, which sets requirements for responsible data center development in the state. The order requires that data centers receive local approval before seeking state permits. It also states that covered projects must pay for their own clean energy or pay fees that support Massachusetts ratepayers

On September 8, 2026, the U.S. Department of Energy closed a loan of up to $1.9 billion to NextEra Energy to help finance restarting the Duane Arnold Energy Center in Linn County, Iowa. The plant stopped operating in 2020. Its return runs through a Google offtake deal and a set of Nuclear Regulatory Commission approvals that are still pending. DOE says the restart would return 615 megawatts of baseload generation to the grid.

• Duane Arnold restart: DOE closes $1.9B loan, NRC gates remain – DOE financed the restart on Sept. 8, 2026;

Tata Consultancy Services told the exchanges on September 5, 2026 that its subsidiary HyperVault has secured 264 acres in Hyderabad for an AI data-centre campus of up to 1 GW. HyperVault and its partners expect to invest up to ₹70,000 crore. TPG is named as strategic partner, and the build-out is described as phased, tied to customer demand. Four numbers now sit on a company filing rather than press commentary: land, capacity, capex, and phasing.

• TCS confirms HyperVault’s 264-acre, up-to-1-GW Hyderabad AI campus – the BSE filing sets a ₹70,000 crore investment envelope and names TPG as str

Nscale’s own press releases confirm a financing stack that now runs from a $155 million Series A to roughly $3 billion in campus-level debt. What they do not confirm is a US IPO. Nscale disclosed on August 31, 2026 that it closed approximately $3 billion across two delayed-draw term loan facilities, tied to named sites in Ward County, Texas and Madison, North Carolina. The IPO and $3.5 billion pre-IPO figures circulating in trade coverage do not appear in any Nscale investor-relations post, SEC registration, or official statement in the record.

• Nscale ties ~$3B in term loans to Texas and North Carolina campuses – Two DDTLs:

On September 5, 2026, Tata Consultancy Services filed a Regulation 30 exchange disclosure enclosing a HyperVault press release for a Hyderabad AI data centre campus. The filing states HyperVault has secured 264 acres for a campus planned at up to 1 GW. HyperVault and its partners are expected to invest up to Rs 70,000 crore. The developer is HyperVault AI Data Center Limited, a TCS-controlled vehicle in which TPG holds a strategic stake.

• TCS/HyperVault files Hyderabad AI campus disclosure –

Flex is buying its way into 800V data-center power. On September 3, 2026 it announced a definitive agreement to acquire EPC Power at a value of $4.4 billion. The same day it filed a Form 8-K confirming the consideration. The acquisition is the first step in a two-part sequence: EPC Power folds into Flex’s Cloud and Power Infrastructure segment at close, and Flex says it will then spin that segment out as a separate public company.

• [Flex to acquire EPC Power for $4.4 billion](https://investors.flex.com/news/news-details/2026/Flex-to-Acquire-EPC-Power-Adding-Leading-Power-Conversion-Capabilities-for-AI-Data-Cente

On September 1 and September 2, 2026, Google’s clean-power procurement moved into two new states within 24 hours. Fervo Energy said Google signed a 396 MW power purchase agreement for its Cape Station geothermal project in Beaver County, Utah. A day earlier, MN8 Energy said Google will buy the energy, capacity, and clean energy attributes of the Mammoth Solar project in Kanawha County, West Virginia. Both deals carry data-center linkage language, but the two differ sharply in how firmly that linkage is stated.

• [Google signs 396 MW PPA with Fervo for Utah’s Cape Station geothermal](https://fervoenergy.c

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