Weekly Grid — 5 Oct 2026 | CEA grid review, CtrlS–Ciena 100 Tb/s, ₹89-cr order; Odisha backfill
CEA grid review, CtrlS–Ciena 100 Tb/s,
₹89-cr order; Odisha backfill
28 Sep – 4 Oct 2026 · No new DC live this week — 1 network + 1 order + 3 backfilled approvals · 5-min read, all source-linked
🔴 What's new — verified this week
CtrlS + Ciena — five metro networks, up to 100 Tb/s
What: 5 managed optical networks connecting 9 existing CtrlS DCs — Chennai, Hyderabad, Kolkata, New Delhi, Noida — for an unnamed hyperscaler.
Not a new DC campus. No new MW, no capex/date disclosed. 100 Tb/s is network capacity, not power.
Sources: Ciena, 28 Sep · ETDatacenters, 29 Sep · Confidence: High
Interarch — ₹89-crore building order for unnamed DC
What: Pre-engineered steel building system for a domestic data centre — customer unnamed. ~₹89 cr incl. taxes, ~10 months execution, 15% advance.
Not a named facility. No location/operator/MW in filing — tracked as supplier award only.
Source: BSE filing PDF, 30 Sep · Confidence: High for order terms
🟠 Backfill ledger — Odisha (HLCA 23 Sep, outside this week)
These 27-project HLCA approvals were reported 23 Sep — logged as backfill, not as 28 Sep–4 Oct approvals. None is construction/energized.
| # | Project | Reported scope | Tracker |
|---|---|---|---|
| PRJ-049 | High Density Data Centre Ltd (Adani Infra) — Naraj* | ~1 GW, ~₹1,04,550 cr, ~250 acres | Appended — announced *BS says Khordha |
| PRJ-050 | SentraForge AI — Puri | 120 MW, ₹22,634 cr; GVPR | Appended — announced |
| PRJ-051 | RKD Construction — Cuttack | ₹1,500 cr | NA MW |
| — | HCLTech — Odisha (PRJ-042) | ₹14,257 cr incl. state assist | No new row |
🏛️ Policy & Power
CEA grid-stability review — study, not a rule [30 Sep]
CEA committee on DC load behaviour, demand, policy/regulation, cybersecurity. Trigger: Odisha market-purchase concern + West Bengal 200–300 MVA planning. ~17 GW demand by FY2031–32 (reported estimate).
No new tariff/rule published.
Source: Economic Times, 30 Sep
Schneider + NFH — Digital Energy Grid MoU [2 Oct]
Exploratory MoU for open Digital Energy Grid pilots — not DC-specific.
Source: Business Standard, 2 Oct
📊 Financing & Market
• CBRE Q3 — $9.5B is 3-sector total [28 Sep]: Real estate + DC + hospitality combined; DC 57%. Not DC-only capex. ET/PTI
• Axis Bank — double DC lending in 3 years [1–2 Oct]: >₹8,688 cr portfolio, ~12 clients — not a project loan. Bloomberg
📦 What to watch next week
• Odisha HLCA official list (investodisha.gov.in) — Naraj/Khordha + land split
• SentraForge Puri — financial close / ground-break vs “Execution Phase”
• Sify Chennai 130MW (PRJ-028) — Q4 2026 window approaching
📊 Tracker
Free sample (20 rows): gridvik.com/resources.html#tracker · Download CSV
Full feed (52 rows): Gridfeed — request sample
Teaser: Download PDF
How we verify: Every row = source URL + date + confidence 1-3. Approved ≠ construction ≠ energized ≠ operational. See Methodology. Reply with your state/product — we’ll pull that slice.
Gridvik Research
gridvik.com · hello [at] gridvik [dot] com · LinkedIn · X @gridvikhq
Weekly Grid — every Monday, 5 min, source-linked. Public data only. Not investment advice.
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