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.
Summary
HR10005, introduced by Rep. Scholten (D-MI), directs a survey on data center resource consumption. It is in early legislative stages (referred to committee). The bill has no funding, no mandates, and no direct market impact. It is a data-gathering exercise with no near-term financial implications for any sector.
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Key Takeaways
- 1.HR10005 is a data-gathering bill with no funding, no mandates, and no direct market impact.
- 2.The bill is in early legislative stages and faces a long path to enactment.
- 3.No tickers are materially affected; the bill is procedural and informational.
Market Implications
No market implications. The bill is a data-gathering exercise with no financial teeth. Data center REITs (EQIX, DLR) and utilities (NEE, DUK, SO) are unaffected. The bill does not change any company's revenue, costs, or competitive position.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 71 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 — 31 procurement notices, 24 bills, 11 federal contracts, 3 SEC filings and 2 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
- 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
- ContractACCENTURE FEDERAL SERVICES LLC: DATA CENTER SUPPORT SERVICES FOR THE OFFICE OF INFORMATION&TECHNOLOGY. IGF::OT::IGF · 2026-09-08
- Procurement noticeFull Start-Up Commissioning of Data Center Cooling Infrastructure and UPS battery · 2026-09-15
- Procurement noticeY1DA--534-24-706 EHRM Data Center Upgrades Construction - Charleston · 2026-09-15
- Procurement noticeY1DA--573-21-106 EHRM Infrastructure Upgrades and Data Center Construction - Gainesville VAMC · 2026-09-16
Full Analysis
HR10005 was introduced on July 30, 2026, by Rep. Hillary Scholten (D-MI) and referred to the House Committee on Energy and Commerce. The bill directs the Assistant Secretary of Commerce for Communications and Information to conduct a survey on data center resource consumption (energy, water, land). It is an early-stage, procedural bill with no authorized funding, no regulatory mandates, and no spending. The bill's sole purpose is information gathering. There is no money trail — the bill does not authorize or appropriate any funds. It does not create tax credits, grants, or procurement programs. The legislative path is long: it must pass committee, the full House, the Senate, and be signed by The President. Given the early stage and lack of substantive provisions, the probability of enactment in its current form is low. Structural winners and losers: None. The bill is purely informational. Data center REITs (EQIX, DLR) and utilities (NEE, DUK, SO) face no direct financial impact. Timeline: The bill was referred to committee on July 30, 2026. No hearings, markups, or votes have occurred. The 119th Congress runs through January 2027, leaving limited time for passage.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
Limited confirming evidence — causal thesis exists but few external signals
What the bill does
Mandatory survey of data center resource consumption (energy, water, land) by the Assistant Secretary of Commerce for Communications and Information.
Who must act
Data center operators and developers (including REITs like Equinix) who would be required to respond to a federal survey on resource usage.
What happens
Increased administrative burden and potential public disclosure of energy and water usage data, which may lead to future regulatory or efficiency standards.
Stock impact
Equinix, as a data center REIT, will incur compliance costs for survey participation. No direct revenue impact; the survey is informational only.
What the bill does
Mandatory survey of data center resource consumption (energy, water, land) by the Assistant Secretary of Commerce for Communications and Information.
Who must act
Data center operators and developers (including REITs like Digital Realty) who would be required to respond to a federal survey on resource usage.
What happens
Increased administrative burden and potential public disclosure of energy and water usage data, which may lead to future regulatory or efficiency standards.
Stock impact
Digital Realty, as a data center REIT, will incur compliance costs for survey participation. No direct revenue impact; the survey is informational only.
Key Legislators
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
BREX Net Lease Data Center I DST
BREX Net Lease Data Center I DST
FREQUENTIS USA, INC: $282M Department of Transportation Contract
BREX Net Lease Data Center I DST
To require that new and existing data centers use off-grid power and water supplies, and for other purposes.
Fusion Data Centers Inc.
Andreessen Horowitz Fund X-B - AI Infrastructure, L.P.
CREATE AI Act of 2025
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Restoring Reciprocity in Government Procurement
This Presidential Memorandum directs the Office of Management and Budget, the U.S. Trade Representative, and other federal agencies to identify and remove Canadian-origin items from federal civil procurement where possible, citing Canada's 'Buy Canadian' policies as discriminatory. It also requires agencies to be notified of domestic alternatives and mandates ongoing monitoring of Canada's procurement practices, with provisions for restoring access if Canada changes its policies.
Accelerating Access To Veterans' Benefits And Employment Opportunities
This proclamation orders the Secretaries of War and Veterans Affairs to mandate rapid, ongoing digital sharing of military personnel and medical records, deploy AI-powered tools for benefits applications, and update existing IT contracts for interoperability. It also requires the Transition Assistance Program to connect separating service members to specific jobs or training programs before discharge.
Adjusting Certain Delegations Under the Defense Production Act
This proclamation amends Executive Order 13603 to share authority under the Defense Production Act for energy matters between the Secretary of the Interior and the Secretary of Energy, allowing each to act independently, and directs inter-agency dispute resolution via the National Energy Dominance Council and National Security Council, with coordination from the Department of War when national defense is implicated.
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