• Anthropic will spend some $45B renting AI cloud capacity from Nscale’s West Virginia campus, a person familiar with the matter told Reuters on Aug. 26. The six-year agreement covers roughly 460 MW, and Nscale will deploy NVIDIA’s new Vera Rubin systems. Anthropic declined to comment.

• That works out near $7.5B a year, and it buys compute services rather than power: chips, data halls and operations sit inside the number. Anthropic projects 2028 revenue of $190B to $200B against a $47B run rate today, and is preparing an IPO. Deposits and GPU ownership were not reported.

Reuters · Bloomberg first

• Executive Order 14420, signed Aug. 26, declares a national emergency over foreign-supplied bulk-power equipment and lets the Energy Secretary block any acquisition, import, transfer or installation initiated after that date once DOE finds an undue or unacceptable security risk.

• A Covered Foreign Entity is defined as a country or person under a U.S. arms embargo or sanctions regime, so the order points at an existing list without naming firms. DOE may also condition, isolate or remove installed gear. Rules are due in 120 days, procurement recommendations in 180.

• KKR, with Apollo-managed funds, will put roughly C$2.7B into a joint venture funding the sanctioned Aspen Point and Sunrise expansions of Westcoast, including C$0.7B of cash to Enbridge at closing. The investors take an indirect, cumulative 29% of the system once Sunrise enters service.

• Aspen Point enters service in 2026 and Sunrise in late 2028, lifting Westcoast from 3.6 Bcf/d to 3.9 Bcf/d across more than 2,900 kilometres. Enbridge keeps control and can buy the stake back between years seven and fourteen.

• Project Janus picked five vendors and five posts on Aug. 26: Antares at Fort Bragg, BWXT at Fort Campbell, General Atomics EMS at Fort Hood, Radiant at Fort Benning, and Westinghouse Government Services at Fort Drum.

• The $2.2B spans FY2027–2031 and is paid against technical milestones. Prototypes will be contractor-owned and contractor-operated, regulated by the Army rather than the NRC, with the first reactor due September 2028. Award values and designs are undisclosed.

• The Georgia PSC approved Georgia Power’s service contract for OpenAI’s Effingham County project, filed in July and covering 3,200 MW. OpenAI pays the full cost of the infrastructure and keeps its 1,000 MW demand-response commitment.

• Georgia Power says incremental large-load revenue will produce about $950M a year of savings from 2029, worth $2.847B of customer benefits over 2029–2031, or at least $15 a month for a 1,000 kWh household. In December 2025 the same commitment was $102 a year. All of it is forecast.

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