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California Data Center Intel
Latest data center news, projects, power and policy across California — updated daily.
California · Construction & power moves · 1
full tracker →Land, power, and interconnection moves across California — each traced to primary filings.
Top JUST IN — California
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Intra-Cluster Prioritization process enables acceleration of over 3 GW of Generation projects
Source: California ISO · Feb 18, 2026CAISO said its “Intra-Cluster Prioritization process enables acceleration of over 3 GW of Generation projects,” under which it “adopted a process to accelerate as much generation as possible within an interconnection cluster” so some projects can come online while others await Reliability Network Upgrades. The ISO reported that “This Intra Cluster RNU Process enabled 2,720 MW (8 projects) to advance their completion dates by two or more years” and that “Another 1150 MW (4 projects) will receive a priority over other projects in their cluster but will still need to request a limited operations study.” CAISO also said the study was done “In accordance with the FERC-approved CAISO Tariff Generator Interconnection and Deliverability Allocation Procedures (GIDAP) Appendix DD.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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PG&E Restricted Substations Clarifications
Source: CAISO · Nov 01, 2024CAISO’s notice on “PG&E Restricted Substations Clarifications” says PG&E will review interconnection requests during the “cluster application/resubmission window” to confirm the point of interconnection, and the California ISO will tell customers whether “The interconnection is acceptable” or “The interconnection is not acceptable” (CAISO, 2024-11-01). It also states that “Interconnections may not add new elements to the substations in Tables G2 and G2-A. Entry to the substations must be via existing facilities.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Considerations: Comment deadline on information session moved to 2/25/26
Source: California ISO · Feb 12, 2026California ISO said it “has moved the deadline for written comments on the Large Load Considerations issue paper and Feb. 5 meeting discussion to Feb. 25, 2026,” and asked stakeholders to submit comments by end of day Feb. 25, 2026. The notice also says the “issue paper, presentation, and meeting recording are available” on CAISO’s Large Load webpage.
Backed by 1 primary filing — sign in or book a call to see all sources.
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2025 Draft Participating Transmission Owner Per Unit Cost Guides Posted
Source: California ISO · Apr 03, 2025CAISO said it “has posted the Draft Per Unit Cost Guides” and that “participating transmission owners update and publish per unit costs annually as part of the current interconnection study cycle for estimating the cost of facilities required to interconnect resources,” with written comments due by April 30, 2025, according to the California ISO notice.
Backed by 1 primary filing — sign in or book a call to see all sources.
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Contract development
Source: CAISOCAISO’s contract-development page says that after study and transmission plan deliverability, a resource must sign interconnection and market agreements and install metering/telemetry before market participation: “After a resource has completed the study phase and transmission plan deliverability of the interconnection process the customer must sign contracts and install metering and telemetry equipment” and “To participate in the market, generators must enter into a Generator Interconnection Agreement (GIA), Participating Generator Agreement (PGA), and a Meter Service Agreement (MSA) with the ISO.” The page also flags regulatory change: “The ISO has filed Tariff Amendments to Comply with Order No. 2023” and the draft language is “pending FERC approval.”
Backed by 1 primary filing — sign in or book a call to see all sources.
Recent California data center news
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PJM BESS developers’ struggles to get financing are often due to inaccurate financial modelling, enSights CEO says
Energy-storage software company enSights, through CEO and co-founder Alon Maskovich, is cautioning battery storage developers that optimistic revenue models may not hold up without better data and performance validation.
- Maskovich said developers are double counting regulations in spreadsheet models and relying on too little historical data, which can distort revenue stacking assumptions across utility savings, demand charge reductions, arbitrage, and capacity payments.
- He argued battery storage is more complex than solar, warned that inaccurate assumptions can damage future financing, and said behind-the-meter storage in PJM could help manage costs and support grid stability.
- The piece is a commentary/interview preview rather than a new project announcement; it also promotes the Battery Asset Management Summit USA 2026 in Garden Grove, California, on 15-16 September.
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From Firefly To Honeybee: How India’s Pixxel Is Widening What Satellites Can See
Pixxel has announced its next-generation Honeybee satellite platform and is expanding its commercial satellite constellation while continuing government and enterprise work globally.
- Pixxel said Honeybee will raise spectral bands to around 250 and extend coverage into short-wave infrared (SWIR); the first demonstrator, Honeybee Zero, is slated for launch later this year.
- The company said it has six Firefly satellites in orbit, serves customers across multiple regions, and is working on India’s National Earth Observation Constellation; it also referenced prior selection under NASA’s $476 Mn Commercial SmallSat Data Acquisition Program and current partnerships including Sarvam AI for an orbital data centre.
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The 50 States of Power Decarbonization: States Pull Back on Clean Energy Commitments While Governors Step In to Address Large Load Additions in Q2 2026
The NC Clean Energy Technology Center has released its Q2 2026 edition of the 50 States of Power Decarbonization, summarizing state and utility actions on clean energy, emissions targets, large load customers, and resource planning.
- The report says all 50 states and Puerto Rico took 564 actions in Q2 2026, with about 650 introduced bills also under consideration; planned capacity additions in recent IRPs totaled 77,810 MW gas, 72,193 MW solar, 43,017 MW storage, 12,615 MW nuclear, and 12,327 MW wind.
- It highlights policy trends including pullbacks on clean energy policies, governor actions on large load customers, and requirements that large load customers contribute to programs such as low-income support and energy efficiency; top developments included New York delaying an emissions target, Georgia Power‘s BYONCE program, and Pennsylvania adopting a statewide model large load tariff.
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Patented: Solenic Medical’s Implant-Infection Device and 120 More Inventions Across North Texas
Solenic Medical has announced progress toward a pivotal clinical trial for its SOLA-2 alternating magnetic field system after receiving FDA Investigational Device Exemption approval.
- The company said the FDA approved its Investigational Device Exemption on June 23, 2026, clearing it to begin a pivotal trial for patients with periprosthetic joint infections and infected knee replacements.
- The trial is expected to enroll patients in the second half of 2026 at national orthopedic and academic centers; Solenic estimates global healthcare costs from these infections at more than $6 billion a year, potentially rising above $15 billion by 2035.
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Arista Networks, Inc. Reports Second Quarter 2026 Financial Results
Arista Networks has announced its second-quarter 2026 financial results and introduced new 1.6 Tbps AI fabric platforms, including liquid-cooled options.
- The company reported Q2 2026 revenue of $3.036 billion, its first $3 billion quarter, with non-GAAP diluted EPS of $1.02 and GAAP diluted EPS of $0.95.
- Arista said it introduced the 7060XE7 Series for AI fabrics, with up to 100 Tbps of system bandwidth and about 60% lower interconnect power consumption versus traditional pluggable optics; it also gave Q3 2026 guidance of about $3.3 billion revenue and $1.06-$1.08 non-GAAP EPS.
- The release also notes Arista was named to the 2026 Fortune 500 and recognized in the 2026 Gartner Magic Quadrant; it includes a webinar with Anthropic and Palo Alto Networks and investor call details for August 4, 2026 at 1:30 PM Pacific Time.
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Hogan Lovells Cadwalader expands technology and life sciences capabilities with addition of David Emanuelson to antitrust team in San Francisco
Hogan Lovells Cadwalader has announced the addition of David Emanuelson as a partner in its Antitrust and Competition practice in San Francisco.
- Emanuelson joined from Arnold & Porter and will advise on merger analysis, private antitrust litigation, government investigations, and antitrust compliance.
- The firm said he has experience with semiconductor, AI, datacenters and cloud computing, autonomous driving, healthcare technology, and biotechnology issues; no deal value or pricing was disclosed.
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AMD unveils AI GPU to challenge Nvidia’s Rubin
AMD has announced the Instinct MI455X, its new flagship AI accelerator, at its recent Advancing AI 2026 event, alongside the Helios rack-scale AI platform.
- The MI455X is the flagship of AMD’s Instinct MI400 family and is designed for large-scale AI training and inference; AMD says it delivers 320 billion transistors, 432GB HBM4, up to 40 PFLOPS FP4, and 23.3 TB/s of memory bandwidth.
- The chip uses CDNA 5, is manufactured with TSMC 2nm and 3nm process technologies, and is intended to improve tensor processing, cache bandwidth, memory movement, and execution efficiency for LLM and agentic AI workloads; shipping begins in Q3 2026, with volume ramping through Q4 2026 and H1 2027.
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Philip N Jefferson: Navigating economic shocks - a monetary policymaker's perspective
Philip N. Jefferson delivered a speech on how the Federal Reserve responds to economic shocks, with emphasis on energy prices and AI.
- He said the FOMC kept the federal funds rate at 3-1/2 to 3-3/4 percent at its June meeting and that policy remains positioned to support the labor market while inflation declines toward 2 percent.
- He highlighted two current developments: the Middle East conflict as an energy supply shock, and AI as a shock affecting both supply and demand, with firms investing heavily in data centers, advanced computing equipment, and AI capabilities.
- The speech was delivered at Stanford Institute for Economic Policy Research, Stanford University, in Stanford, California, on 16 July 2026; it is commentary and policy analysis rather than a new program announcement.
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Sarvam’s AI Arsenal
Sarvam AI is expanding from Indian-language models into a full-stack enterprise AI platform spanning infrastructure, models, and applications.
- The startup unveiled Sarvam Epoch and said it now wants to provide everything Indian enterprises need to build, deploy and scale AI, including foundation models, infrastructure, coding copilots, voice agents, document intelligence and workplace applications.
- Sarvam said Sarvam Inference runs open-weight models on India-hosted infrastructure; it is building a trillion-parameter model, scaling compute to 10,000 accelerators, and has opened a San Francisco office while appointing Devendra Singh Chaplot.
- The article also reports prior funding and valuation context: Sarvam entered India’s unicorn club after raising $234 Mn in a $300 Mn Series B at a $1.5 Bn valuation; the company’s total funding is listed as $275.0 Mn+.
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Lisa D Cook: Economic outlook
Lisa D. Cook, a Member of the Board of Governors of the Federal Reserve System, delivered a speech on the U.S. economic outlook and said inflation risks have shifted higher than employment risks.
- Cook said the AI buildout is adding to inflation pressure, with companies having announced more than $1.5 trillion in data center plans and with spending raising prices for chips, high-tech equipment, software, and utilities.
- She said the Fed kept rates steady, noted June 2026 inflation at 3.7% versus the 2% target, and stated she is prepared to act if disinflation does not appear soon.