Data Center Community Reinvestment Act of 2026
Summary
HR10102, the Data Center Community Reinvestment Act of 2026, was introduced and referred to the Ways and Means, Energy and Commerce, and Science, Space, and Technology committees. With no bill text available and no cosponsors, the specific market mechanism is undefined. The bill is in an early legislative stage, and market impact is minimal at this time.
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Key Takeaways
- 1.HR10102 is at the earliest possible legislative stage: introduced, referred to three committees, zero cosponsors.
- 2.No bill text has been released, making the precise legal mechanism unknowable; any ticker-level impact analysis would be speculative.
- 3.Referred to Ways and Means, Energy and Commerce, and Science/Space/Tech—suggests tax, energy, and technology angles, but no concrete duty or incentive exists yet.
Market Implications
There is no immediate market implication from this bill. Data center REITs and utilities are unlikely to move on a procedural referral. Future movement depends on whether the bill introduces tax incentives (a tailwind for data center operators) or compliance obligations (a potential headwind). The lack of cosponsors and early-stage status strongly suggest this bill will remain dormant in the 119th Congress.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 55 separate government actions have converged on AI Compute / Datacenter Power. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 24 bills, 20 procurement notices, 8 federal contracts, 2 SEC filings and 1 patents — it's the clearest early tell that Washington is committing to ai compute / datacenter power, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- BillUnleashing Low-Cost Rural AI Act · 2025-09-09
- BillClean Cloud Act of 2025 · 2025-11-20
- BillData Center Transparency Act · 2026-01-08
- ContractCLARK/SMOOT/CONSIGLI, A JOINT VENTURE: IGF::OT::IGF PRE-CONSTRUCTION SERVICES, NATIONAL AIR&SPACE MUSEUM REVITALIZATION · 2026-03-17
- BillTo facilitate the export of United States artificial intelligence systems, computing hardware, and standards globally. · 2026-04-22
- Procurement notice7C20--Data Center and Telecommunications Modernization (VA-26-00039374) · 2026-05-15
- ContractCA, INC.: NEW 66 MONTH OPEN-MARKET CONTRACT FOR RENEWAL OF CA SOFTWARE, SUPPORT SERVICES, AND MAINTENANCE. CA PROPRIETARY SOFTWARE PRODUCTS ARE USED E · 2026-05-19
- Procurement noticeInstallation of Dedicated 120VAC and 240VAC Receptacles for Data Center Re-cabling Project · 2026-06-10
- Procurement noticeY1DA--573-21-106 EHRM Infrastructure Upgrades and Data Center Construction - Gainesville VAMC · 2026-06-26
- Procurement noticeY1DA--534-24-706 EHRM Data Center Upgrades Construction - Charleston · 2026-07-21
- ContractPERATON ENTERPRISE SOLUTIONS LLC: IGF::OT::IGF: FEDERAL STUDENT AID'S VIRTUAL DATA CENTER, PROVIDING CENTRALIZED HOSTING AND MANAGEMENT OF ELECTRONIC DATA AND COMPUTER APPLIC · 2026-08-05
- Procurement noticeM3 Datacenter Relocation and Decommission · 2026-08-12
- Procurement noticeRFI for Network Time Synchronization System (ISF Data Center) · 2026-08-12
- Procurement noticeRequest for Proposal 381487-CJ - Data Centers Cleaning Services, Batavia, Illinois · 2026-08-12
Full Analysis
The Data Center Community Reinvestment Act of 2026 (HR10102) was introduced on August 13, 2026, by Rep. Salinas (D-OR) and referred to three committees: Ways and Means, Energy and Commerce, and Science, Space, and Technology. The referral pattern suggests the bill may involve tax incentives, energy infrastructure, or technology policy, but no bill text has been published, and no cosponsors have joined. The bill is in the earliest legislative stage: committee referral with no hearings, markup, or floor schedule.
Key Legislators
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Andreessen Horowitz Fund X-B - AI Infrastructure, L.P.
To require that new and existing data centers use off-grid power and water supplies, and for other purposes.
Fusion Data Centers Inc.
To amend the National Artificial Intelligence Initiative Act of 2020 to establish a center on artificial intelligence to ensure continued United States leadership in research, development, and evaluation of artificial intelligence systems, and for other purposes.
CREATE AI Act of 2025
MATCH Act of 2026
To amend the Public Utility Regulatory Policies Act of 1978 to add a standard prohibiting the recovery of costs associated with data centers by certain electric utilities, and for other purposes.
To direct the Assistant Secretary of Commerce for Communications and Information to conduct a survey with respect to data center resource consumption, and for other purposes.
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Adjusting Imports of Polysilicon and its Derivatives into the United States
This proclamation invokes Section 232 of the Trade Expansion Act to impose a minimum import price (MIP) program on polysilicon and its derivatives, a 15% ad valorem tariff on polysilicon derivatives, and directs the Secretary of Commerce to offer incentives for domestic production. It aims to protect and revive the U.S. polysilicon industry by restricting imports that threaten national security, particularly for semiconductor and solar supply chains.
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