No Data Center NDAs Act
Summary
HR 10118, the No Data Center NDAs Act, was introduced on August 20, 2026, and referred to the House Committee on House Administration. The bill has no cosponsors and is in early procedural stages, with no specific market impact. It imposes zero financial obligations and lacks a defined regulatory mechanism.
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Key Takeaways
- 1.No market impact from HR10118 in its current procedural stage.
- 2.Bill has zero cosponsors and no funding authorization, indicating low priority.
- 3.Without bill text, specific sector or company effects cannot be assessed.
Market Implications
No implications for tickers. No real market data was provided. The bill is purely procedural and does not alter the competitive landscape for data center operators, REITs ($EQIX, $DLR), or hyperscalers ($AMZN, $MSFT, $GOOGL).
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 58 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 — 26 bills, 21 procurement notices, 7 federal contracts, 3 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 noticeNational Airspace System Air Traffic Control Voice Communications Switch (NAS ATC VCS) · 2026-08-18
- BillNo Data Center NDAs Act · 2026-08-20
- BillTo prohibit the preemption of State or local land-use, zoning, siting, or permitting authority for data centers on non-Federal land, and for other purposes. · 2026-08-20
Full Analysis
The No Data Center NDAs Act (HR10118) is an early-stage bill introduced by freshman Representative Tom Barrett (R-MI). It was referred to the House Administration Committee, which is unusual for data center legislation, typically handled by Energy and Commerce or Ways and Means. The bill's status indicates minimal momentum: no cosponsors, a single action on introduction, and no appropriations. The bill title suggests a restriction on nondisclosure agreements for data centers, but without text, the precise legal mechanism is unknown. Importantly, the bill does not authorize any spending, affecting only procedural transparency. No market impact is expected at this stage. The convergence analysis is not applicable as no related signals, procurement, or executive actions were provided. Structural winners or losers cannot be identified without bill text. Future legislative path includes committee hearings, amendments, and potential markup, but given the sponsor's junior status and lack of cosponsors, passage probability is low.
Key Legislators
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
BREX Net Lease Data Center I DST
Andreessen Horowitz Fund X-B - AI Infrastructure, L.P.
Fusion Data Centers Inc.
To require that new and existing data centers use off-grid power and water supplies, and for other purposes.
CREATE AI Act of 2025
MATCH Act of 2026
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.
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.
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
The National Space Transportation Policy
This memorandum directs multiple agencies to expand and modernize U.S. space launch and reentry infrastructure to support over 1,000 launches annually by 2030, expedite permitting and environmental reviews, develop new federal reentry sites, and strengthen the space transportation industrial base. It mandates range scheduling transparency, spectrum reliability, and workforce development, with specific reports and plans due within 90 to 240 days.
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.
Rebuilding the United States Navy and America’s Shipbuilding Industrial Base
This memorandum directs the Secretary of War to replace the Electromagnetic Aircraft Launch System with steam/hydraulic systems on aircraft carrier CVN-81, adopt a 'Finland Model' allowing foreign shipbuilders to bid on up to three ship classes if they build U.S. shipyards and transfer technology, and submit plans for a fifth public Navy yard, a component repair center, and competitive acquisitions for surface combatants and auxiliary vessels. It also restricts iterative design changes and delegates waiver authority for foreign shipbuilding contracts.
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