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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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CAISO posts Large Loads Initiative draft final proposal and tariff language for comment (Large Loads Initiative)
Source: California ISO · Sep 24, 2026CAISO says its Large Loads Initiative draft final proposal and draft tariff language would add rules for large loads, including “Procedures to improve large load information visibility,” a “Framework to prevent cost-shifting,” and a “Framework for a flexible interim load interconnection (FILI) service to expedite interconnection.” CAISO also says the proposal adds detail on “operational requirements for the FILI framework” and “interactions between load interconnection studies and the transmission planning process,” while deferring a permanent flexible load interconnection option to future stakeholder processes.
Backed by 1 primary filing — sign in or book a call to see all sources.
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CAISO schedules Large Loads Initiative stakeholder meeting and draft final proposal comment period
Source: California ISO · Sep 10, 2026According to CAISO, the ISO will host a hybrid stakeholder meeting on Oct. 1, 2026 for the Large Loads Initiative, post a draft final proposal on Sep. 24, 2026, and open comments due by Oct. 15, 2026. CAISO also says stakeholders will review the proposal before it goes to the Board of Governors and before the ISO files tariff language with FERC, indicating an active regulatory process for large loads in California.
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Initiative: Additional discussion of operational and technical requirements, call on 8/24/26
Source: California ISO · Aug 17, 2026California ISO said it scheduled an additional stakeholder meeting for the Large Loads Initiative “to provide additional time, if needed, to discuss the operational and technical requirements” in the Large Loads Straw Proposal and Large Loads Technical Requirements Straw Proposal, with topics including “Operational requirements” and “Technical requirements” (California ISO, Aug. 17, 2026). The notice also says the Aug. 24 meeting was contingent and ultimately unnecessary because “We were able to cover all of the material and will no longer need the meeting on 8/24.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Loads Initiative: Straw proposal posted, meeting on 8/19/26
Source: California ISO · Aug 12, 2026California ISO says that, following the FERC “June 18, 2026, Order to Show Cause,” its Large Loads Initiative is the “primary forum” for possible “tariff, policy, and process enhancements” affecting large-load integration on the ISO-controlled grid, including “planning, interconnection, transmission service, reliability, and operational considerations.” CAISO also says the straw proposal will address “Cost Shifting Risk Among Transmission Customers,” “Co-Location Arrangements and Load with Behind the Meter Generation,” and “Interconnection Customers Serving Electrically Proximate Large Load and Co-Located Load.”
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.
Recent California data center news
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Micro data center company rolls out stackable data center for edge and AI
Zella DC has announced Zella Stack, a new modular data center platform for edge computing deployments.
- The platform uses a stackable architecture with 12RU modules; up to four modules provide 48RU of hardware capacity, and the top-end Zella Stack 48 includes a base module plus three IT blocks.
- Zella says the system supports air or liquid cooling, can reach up to 124kW, weighs about 185 kilograms/408 pounds, stands 2.48 meters tall, and was unveiled at Yotta 2026 in Las Vegas; an outdoor version is planned for 2H 2027.
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Beyond the Megawatt: Why Data Center Site Selection Is Now a Three-Front Battle
The article provides commentary and analysis on a new regulatory environment for data center development in the United States, not a single new company announcement.
- State regulators and governors in California, Texas, New York, Massachusetts, New Jersey, Alabama, Pennsylvania, and Oregon are tightening oversight of grid costs, water reporting, and land-use approvals for data centers.
- The piece cites specific rules and actions including California’s AB 1577, AB 2383, and SB 887, Massachusetts Executive Order 658, New York’s Host Community Investment Framework, and Texas permitting and water-use reporting actions.
- It also notes cost and reporting thresholds such as 25 MW in Massachusetts, $1 million per megawatt in New York’s framework, and an average 29% rate increase for some Oregon large energy users.
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Von Neumann’s party
Nature has published a science-fiction short story in which an unnamed narrator is repeatedly asked, “Were you at von Neumann’s party?”
- The story is a fictional narrative set in Princeton and references John von Neumann, Institute for Advanced Studies, IBM, and a hall of servers in a data centre-like room.
- It is not a real-world announcement or deal; the piece is literary commentary/fiction, with no commitments, prices, or project details disclosed.
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GTC 2027
AMAX is promoting its AI infrastructure offerings and inviting attendees to connect at NVIDIA GTC 2027 in San Jose.
- The page announces NVIDIA GTC 2027 in San Jose, CA on March 14–18, and says to save the date for March 15–18.
- It highlights several AMAX solution briefs, including AI Factory Infrastructure at Any Scale, HostMax™, AMAX Professional Services, OEM Hardware Solutions, HGX™ B300, and RTX PRO™ 6000.
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If Apple returns to enterprise server game (with help from Nvidia), what market could it target?
Apple is reportedly considering a return to the enterprise server market with an AI-focused system, according to a mid-September report cited by Network World.
- The preliminary project would use future M8-series processors and could launch around 2029; it may be changed or canceled.
- Apple is also considering Nvidia NVLink Fusion to connect custom processors to Nvidia data center infrastructure, while analysts expect Apple may limit any servers to its own Private Cloud Compute needs.
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CoreWeave Targets Enterprises with Forge Platform
CoreWeave has announced CoreWeave Forge, an integrated software platform for organizations to develop, run, and continuously improve AI models and agents.
- The platform was announced Sept. 30 during CoreWeave’s Fully Connected event in San Francisco and is available today in Free, Pro, and Enterprise editions.
- CoreWeave said Forge unifies existing products with new software for training, inference, evaluation, observability, and agent development; it also launched a partner network with VAST Data, CrowdStrike, and ClickHouse.
- The company also said Nvidia Vera CPU access is in early phases, Vera Rubin NVL72 is now available on its cloud platform, and Cognition is the first customer running workloads on the hardware platform.
- CoreWeave Aria is now available after being previously in preview; the AI research assistant helps customers analyze data and recommend improvements.
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POWER Honors Bloom Energy’s KR Sridhar with 2026 Executive Leadership Award
POWER’s article announces that KR Sridhar, founder, chairman and CEO of Bloom Energy, received POWER’s 2026 Executive Leadership Award for advancing distributed, on-site power for data centers and AI demand.
- Bloom Energy’s history and commercial milestones are summarized, including its 2001 founding, 2006 first field trial, 2008 commercial launch, 2018 NYSE listing, and later manufacturing expansion in Fremont, California.
- The piece highlights major customer and financing relationships: Bloom’s arrangement with Equinix surpassed 100 MW in February 2025 across 19 data centers in six states; Oracle expanded its Bloom relationship in April 2026 to as much as 2.8 GW with an initial 1.2-GW deployment; Brookfield Asset Management committed $5 billion in October 2025 and raised that commitment to $25 billion in June 2026.
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Digital Realty Plans Cable Landing Station at Los Angeles Data Center
Digital Realty has announced plans to build a cable landing station inside its LAX12 data center in El Segundo, California, in partnership with Assured Communications.
- The planned CLS will provide a turnkey landing and powering solution for subsea cable operators and is expected to begin supporting cables in 2028.
- Assured Communications will support the design, engineering, and construction of the project, which Digital Realty says is its first turnkey cable landing solution and part of its broader interconnection platform.
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The Power We Need Already Exists. It's Just Going to Waste.
SPAN, via an MCJ newsletter post quoting Arch Rao, has described its XFRA product as a way to turn unused home electrical capacity into a distributed data center.
- Main announcement/action: SPAN’s XFRA uses spare home capacity to create a fleet of small nodes coordinated as a single cloud for AI inference; each node pairs a compute module with a SPAN Panel and includes 16 GPUs, 4 CPUs, 3 terabytes of memory, a heat pump, and a 15 kilowatt-hour battery.
- Background/details: The post says north of 98% of the 200-amp homes SPAN has installed in have about 19 kilowatts of unused conductor capacity; homeowners may lease capacity in exchange for discounted electricity, high-speed internet, and home backup power. The newsletter also references other MCJ portfolio updates, including a $1B Series D for Base Power, $74M for Odyssey Energy Solutions, $46M for Light, $27M for Revoy, $8M seed for Reservoir, and a $500M Pentagon commitment to Phoenix Tailings.
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FabCon and SQLCon 2026 in Barcelona: Building the data foundation for Microsoft Copilot and agents
Microsoft has announced new innovations across Microsoft Fabric, Power BI, and its database portfolio at FabCon/SQLCon Barcelona 2026.
- The announcement includes Fabric IQ integration with the new Microsoft Copilot, agentic app creation in Power BI Desktop, Fabric Apps enhancements, observability in Fabric, on-demand billing, and new database features across Database Hub and Azure SQL Database Hyperscale.
- Microsoft says Fabric IQ in Copilot Chat and Cowork is generally available today, Apps in Power BI will be in preview in the coming weeks, Database Hub in Fabric is in preview, SQL Server on Azure Local is generally available, and Azure SQL Database Hyperscale adds new capabilities including serverless auto-pause and DiskANN vector indexes.