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⚖️ POLICY & REGULATION

OpenAI Asks Washington To Lead A Global Standards Effort For Frontier AI, Including Self-Improvement: In a blog post published Sept. 21 as world leaders arrived for the UN General Assembly, OpenAI called for the United States to lead an international effort on technical standards for frontier AI, with a mechanism linking national and international standards, common measurements and incident-reporting protocols. It said recursive self-improvement, where systems autonomously enhance their own capabilities, should not be pursued "unless and until it can be done safely," and argued the U.S. is positioned to lead because its industry is at the technical frontier and holds a "privileged global network position" in finance, trade, defense and information systems. Link

DeepSeek And Moonshot Are Invited To Brief The UN Security Council On AI Wednesday: Reuters reported Sept. 22 that DeepSeek will be among the companies addressing the 15-member council's meeting on AI and international security in New York, with Moonshot also invited to make a statement; Sam Altman plans to attend and speak and senior Anthropic executives are expected. DeepSeek founder Liang Wenfeng does not plan to attend, and sources cautioned the plans could change. The session is not expected to produce binding rules, but it puts Chinese frontier developers into a forum on international security the day before the Trump–Xi summit opens in Washington. Link

Anthropic And OpenAI Ask Australia To Loosen Its Ban On Training On Local Creative Works: In submissions to Parliament's joint select committee on AI, reported Sept. 22, Anthropic proposed a "narrow form of conditional approval" for model training and said it is open to investment or other conditions supporting Australian creators, while OpenAI asked for a "balanced framework" that lets models learn from publicly available information and gives rights holders opportunities to work with AI companies. Canberra ruled out a text-and-data-mining exception in October 2025, so developers must get permission from copyright holders. Both companies tied the ask to data center plans: OpenAI's Sydney site with NextDC and Anthropic's Queensland campus. Link

Reuters/Ipsos: 73% Of Americans Say AI Companies Have Not Done Enough To Prevent Serious Harm: The poll released Sept. 22 found 39% now see AI as harming society, up from 36% a month earlier and the most negative reading since the question was first asked in March, against 11% who call it positive. Respondents were broadly skeptical that companies can hold themselves accountable, and most want the federal government to take the lead on safety standards. The online survey of 1,277 adults carries a margin of error of plus or minus 3 percentage points. Link

Newsom signed seven data center laws Monday. Docket Room already shows the rate-structure bill chaptered.

SB 1168 — Data centers: rate structures, by Sen. Jerry McNerney (D), chaptered Sept. 21 as Chapter 440, Statutes of 2026, with the status updated in Docket Room the same day. It directs the Public Utilities Commission to evaluate and adjust rate structures so data centers cover their proportionate share of transmission, distribution and non-emitting resource costs, and to design rates that lessen the burden on residential customers, especially low-income programs. Introduced Feb. 18, it cleared six hearings across Senate Energy, Utilities and Communications, Assembly Utilities and Energy, and both Appropriations committees; as recently as August, Docket Room's model put its odds at its next floor vote at just 25% and trending down. Its companions AB 2469 (Chapter 436) and SB 887 (Chapter 439) are chaptered too. Texas got to the same place Monday by gubernatorial directive; this is the statutory version other states will copy.

STATES

Abbott Orders TCEQ To Stop Issuing Data Center Permits Until The ERCOT And Water Board Audits Are Done: The Sept. 21 directive halts every permit sought by data center projects at the Texas Commission on Environmental Quality, which issues the air permits for backup generators and the water discharge permits the facilities need, and says no state agency should advance data center approvals until information from the PUC, ERCOT and the Texas Water Development Board is in hand; TCEQ owes the governor a compliance update by Oct. 19. It extends the Aug. 3 moratorium on ERCOT interconnections to projects building behind the meter with their own generation. Abbott's conditions are that projects cover all electrical infrastructure costs, result in lower residential bills, avoid water needed by local communities, report electricity and water use and meet setbacks, and he said he will work with the Legislature next session to eliminate financial incentives for data centers. "Simply put, Texans must come first," he said. Link

Newsom Signs Seven Data Center Laws Covering Grid Costs, Water Disclosure And CEQA Review: Signed Sept. 21, SB 1168, SB 886 and AB 2383 require the Public Utilities Commission to set rates that make data centers pay for grid connection and upgrade costs; AB 2469 bars local governments from approving new or expanded data centers until developers disclose projected water use; AB 2619 requires operators to report water sources and consumption; AB 1577 adds operational reporting; and SB 887 removes data centers from blanket CEQA exemptions while offering streamlined review to projects that meet state water and energy conservation standards. The governor's office calls the package the most comprehensive data center laws in the nation, and it lands three days after his executive order on frontier-lab monitors. Link

Hochul Opens RAISE Act Registration In November And Says A Kill Switch Is "On The Table": Announced Sept. 21, large frontier developers must register with the state starting in November ahead of the RAISE Act's Jan. 1, 2027 effective date, with added requirements for developers above $500 million in annual revenue, 72-hour reporting of serious safety incidents and public explanations from the largest developers of how they guard against catastrophic risk. The Department of Financial Services' DIGIT office runs implementation and Attorney General Letitia James enforces, with penalties of up to $1 million for a first violation and $3 million after that, which Hochul said could rise. On kill switches she said "all options are on the table" but made no commitment; Sen. Andrew Gounardes has bills in committee requiring annual independent safety audits and minimum safety-framework standards. Link

Moore's Maryland AI Framework Proposes Frontier-Lab Audits, 72-Hour Incident Reports And A Rent-Algorithm Ban: "Protecting Marylanders in the Age of Artificial Intelligence," released Tuesday, commits the administration to legislative recommendations for safety frameworks, testing and independent third-party audits of frontier AI companies, whistleblower protections and 72-hour incident reporting; a statutory right of publicity making a person's likeness a property right; a ban on landlords colluding through non-public competitor data on shared pricing platforms; crisis protocols for suicide-related chatbot queries and friction-based protections for users under 16; and a standing labor-management committee with human oversight of consequential personnel decisions. Most items say the administration "will work with the legislature" and carry no dates, which puts them in the January 2027 session. Link

SELC Sues Effingham County's Development Authority Over OpenAI's 3.2-Gigawatt Project Camellia: Filed Sept. 21 in Effingham County Superior Court on behalf of One Hundred Miles and five residents, the suit says the Industrial Development Authority violated Georgia's Open Meetings Act and Open Records Act by giving no proper notice or meaningful agenda for the July vote that bound the land to OpenAI and granted a 50% property tax break worth nearly $900 million. The 1,440-acre, 4.4 million-square-foot campus announced July 22 would be the Southeast's largest data center. Plaintiffs ask the court to void the abatement agreement and land-sale documents and to order release of the May and July purchase agreements; it is the second suit against the authority over the project. Link

BLM Asks A Judge To Set Aside Its Own Approval Of The Boulder City Data Center: In a Monday filing, agency attorney Kathryn Brinton asked that the right-of-way amendment approval be set aside so the Bureau of Land Management can conduct additional review. Townsite Solar 2 LLC won federal approval in 2023 for a solar-and-battery facility on the 88.5-acre parcel and in 2025 sought an amended grant to build a data center instead; an Interior Board of Land Appeals judge had already stayed construction, writing that the projects are "fundamentally dissimilar in ways that affect the environment" under NEPA. The developer supports the motion; the Center for Biological Diversity and the Sierra Club took no position. Link

Spartanburg County Passes A One-Year Moratorium Days After The State Permitted 457 MW Of Gas Turbines: County Council voted 5-1 Monday for a one-year freeze on facilities above 65 megawatts, exempting approved projects including the Valara data center under construction on South Pine Street, smaller facilities in industrial parks with no on-site generation beyond backup, server rooms and cryptocurrency mining; Councilwoman Jessica Coker dissented, saying no evidence of a public safety threat was presented. Residents objected that federal guidance treats anything over 20 megawatts as hyperscale. On Sept. 18 the S.C. Department of Environmental Services permitted NorthMark and Valara to add 11 gas turbines producing 408 megawatts to the site's existing 48, with quarterly emissions reports required in the first year. Link

🛡️ SAFETY & SECURITY

British Columbia Sues OpenAI And Altman In San Francisco Over The Tumbler Ridge Shooting: Filed Sept. 21 in federal court by Attorney General Niki Sharma, the province's complaint says ChatGPT's safety team flagged Jesse Van Rootselaar's conversations about gun violence but the company never alerted police before the Feb. 10 attack that killed eight people, including five children and an educator at a secondary school. It seeks compensation for emergency response and recovery costs and an order requiring OpenAI to overhaul how it handles conversations that threaten violence. Sam Altman apologized in April, writing "I am deeply sorry that we did not alert law enforcement," and the province says the reforms he promised never came. Link

Z.ai Disables Coding-Assistant Features After A Default Setting Uploaded Users' Repositories To Overseas Servers: The Beijing company, also known as Zhipu, said Sept. 21 it had turned off parts of its flagship ZCode assistant after developers found the "Codebase Indexing" feature, enabled by default, was uploading entire local repositories to overseas cloud servers without consent. Z.ai apologized, patched the vulnerability, open-sourced the assistant, which runs its GLM-5.3 model, enabled zero-data retention, and said a review by a think tank tied to China's industry ministry and the security firm NSFOCUS found the uploaded data had been deleted. Link

💰 POWER & CAPITAL

SoftBank Launches A Record $10 Billion Bond Sale To Fund Its Third OpenAI Tranche: A term sheet seen Sept. 21 shows $10 billion in senior unsecured dollar notes across 3.5-, 5.5- and 7.5-year maturities plus €1 billion in 4- and 6-year notes, pricing Sept. 24 and settling Sept. 29, to fund the $10 billion third tranche of SoftBank's follow-on investment in OpenAI, which closes Oct. 1. At the planned size it would be the largest non-financial corporate bond deal on record in Asia Pacific and Japan, passing 7-Eleven's $10.93 billion sale in January 2021. Citigroup leads the dollar notes and JPMorgan the euro notes. Link

Google Will Fund Nuclear Uprates At Vogtle And Hatch, Adding About 96 Megawatts: Georgia Power's Sept. 21 filings ask the Public Service Commission to approve an extended power uprate at both Plant Hatch units, upgrading turbines, pumps, motors and cooling systems to run at a higher licensed power level; the Vogtle 1 and 2 uprate was approved in the 2025 integrated resource plan. Google's subscription pays for the work, and the utility projects roughly $900 million in customer benefits over the life of the units. It is the model the Ratepayer Protection Pledge asks for: a hyperscaler paying for new capacity rather than ratepayers. Link

Alibaba Unveils The Zhenwu V900 Chip, Plans 5-To-10-Trillion-Parameter Models And Targets 20 GW By 2032: CEO Eddie Wu said Sept. 22 that Qwen 4 is in training and the Qwen 4.5 and Qwen 5 series are projected to scale to between 5 trillion and 10 trillion parameters. The Zhenwu V900 is billed as China's most powerful AI chip at three times its predecessor's performance, Alibaba Cloud aims to pass 20 gigawatts of global data center capacity by 2032 and begins bringing AI supernodes online at commercial scale this quarter. Wu said demand is "exceptionally robust" but global shortages across the data center supply chain limit how fast the company can expand. Link

🏛️ INDUSTRY IMPACT

Michigan Survey: 18% Of Local Officials Say Data Centers Justify Their Costs: The University of Michigan's Center for Local, State, and Urban Policy survey of 1,328 jurisdictions, released Sept. 22, finds 12% of rural officials support data centers against 40% in urban areas, only 2% believe their constituents favor them, 60% expect harm to water supplies and 57% worry about utility costs. Nearly six in 10 say state and local regulation of hyperscale data centers should be a very high priority. Officials "don't believe it's fair that they will bear a disproportionate share of the costs of hosting them," survey director Stephanie Leiser said. Link

Data Center Watch: 45 Projects Worth $68 Billion Blocked Or Delayed In Q2, Nearly $200 Billion This Year: The 10a Labs project's second-quarter report, covered Sept. 21, counts at least 45 projects disrupted between April and June on top of 75 projects worth about $130 billion in the first quarter, with 843 identified opposition groups and scrutiny in 49 states. It says opposition has become "more local and project-specific," aimed at permitting, infrastructure and individual policy decisions, and that a growing number of communities are adopting moratoriums before any developer has filed an application. Link

Five Banks Set Principles For AI Shopping Agents And Warn Of Fraud And Liability Gaps: NatWest, Bank of America, ING, ASB Bank and Capital One said Sept. 22 that agents which select goods, choose payment methods and complete purchases raise the risk of scams, fraud and data-privacy breaches, citing agents that request card details and enter them directly into websites or steer customers to payment methods with weaker protections, and noting that liability when an agent's transaction goes wrong is unresolved. The group will take proposals to policymakers for mandatory disclosure when an agent is involved in a transaction, transparency over how agents decide, and customer-data safeguards. Link

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