Israel Caps New Data Centers at 200 MW as 27 GW of Grid Requests Pile Up - CRE AI Briefing, Oct 19, 2026

Developers seeking a grid hookup in Israel would post NIS 2 million (about $643,000) per megawatt under new Electricity Authority rules, while Nscale is reportedly negotiating a roughly $45 billion Anthropic deal for a second 460 MW West Virginia building after Microsoft's Essex exit. Alcoa, meanwhile, is selling part of its idle Massena East smelter site in New York to a data center developer for up to $315 million, with most of the money tied to approved power capacity. Grid access is now the asset CRE owners and lenders have to price.

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Sources:
https://www.calcalistech.com/ctechnews/article/ryfbkw72gx
https://www.datacenterdynamics.com/en/news/israel-to-cap-capacity-of-new-data-centers-at-200mw-report/
https://www.investing.com/news/stock-market-news/nscale-anthropic-in-talks-for-45-billion-cloud-computing-deal-bloomberg-news-reports-4958188
https://news.bloomberglaw.com/capital-markets/nscale-anthropic-in-talks-for-45-billion-cloud-computing-deal
https://finance.yahoo.com/technology/ai/articles/microsoft-pulls-uk-nscale-data-135037959.html
https://news.alcoa.com/press-releases/press-release-details/2026/Alcoa-Corporation-Reports-Third-Quarter-2026-Results/default.aspx
https://www.datacenterdynamics.com/en/news/alcoa-sells-new-york-aluminum-smelter-to-data-center-developer-for-315-million/