On October 13, Oracle's senior vice president of government affairs Josh Pitcock wrote to FERC requesting expedited approval for the Green Chile natural gas pipeline to supply power to a large data center project in New Mexico, known as Project Jupiter. The pipeline, operated by a subsidiary of Energy Transfer LP, would deliver about 400 million cubic feet of natural gas per day to fuel Bloom Energy fuel cells. Its in-service date has been delayed to February 2027.
NTT Data is in the final stage of talks with Anthropic to build a data center in Osaka, Japan, with costs up to 1 trillion yen (about $6.3 billion), power capacity up to 500 MW, partial operations expected as early as 2028, and an agreement targeted before the end of fiscal 2026.
CoreWeave announced its entry into the Indian market by partnering with Adani Group's AdaniConneX to lease 240MW of data center capacity at the Taloja campus in Navi Mumbai, comprising three 80MW buildings. The company plans to deploy NVIDIA Vera Rubin platforms, with the first phase expected to go live in mid-2028. It will also set up a local office and hire employees in India, and may double the lease capacity.
On September 27, Goldman Sachs' Carbonomics team released a 50-page report raising its global data center behind-the-meter (BTM) power capacity forecast from 40GW to 67GW, expecting gas turbines, reciprocating engines, and fuel cells to supply 28% of U.S. and 25% of global data center electricity demand, with gas turbine orders booked into 2031.
Data Center Watch said on Sept. 21 that about 45 U.S. data center projects worth $68 billion were halted or delayed between April and June 2026 due to local community opposition. Communities across the U.S. are pushing for moratoriums on data center construction, and about 30 state legislatures have introduced or passed regulations involving data center siting, power supply and water use.
In an interview after the 2026 AIDC Industry Development Conference and 3D Data Center Site Meeting, Huawei Cloud CEO Zhou Yuefeng said the buildout of AI infrastructure is just beginning and reducing overall industry costs is critical. Earlier, Guo Nan, deputy director of the China Electronics Standardization Institute, noted that the average utilization rate of national data centers is about 58%, while some intelligent computing centers are under 30%, calling for attention to effective and usable computing power.