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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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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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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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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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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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How Data Center Controversies Have Transformed the Midterm Elections
The Associated Press has published an analysis of the growing political opposition to U.S. data centers and how it is reshaping policy debates. It is commentary and reporting on a broader trend, not a first-time corporate announcement.
- The article says Oracle, Meta, Google, Amazon and Microsoft expect to spend more than $700 billion on U.S. data centers this year, while OpenAI and Oracle are building Project Jupiter, a $165 billion complex near the Mexican border in New Mexico.
- It also notes opposition over water use, electricity costs, and climate impacts; examples include a challenge to well drilling permits in New Mexico, a one-year ban on large data centers in New York, and tougher regulatory steps in Texas under Greg Abbott.
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Grid bottlenecks push businesses toward larger onsite power systems, Capstone says
Capstone Energy is reporting stronger demand for onsite power systems as customers struggle to secure capacity from strained U.S. utilities, and CEO Vince Canino said the company is seeing larger orders and pursuing data-center projects.
- Capstone is seeing customers buy 3, 4 and 6-megawatt systems, with demand driven by the need for energy certainty and faster access to power for expansion.
- The company recently installed a 2 MW combined heat and power system at Scripps Mercy Hospital in San Diego; it has served small enterprise data centers but has not yet deployed at a large-scale data center.
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Emerging 2024 Datacenter Trends in AI, Sustainability and Technology
AMAX published a technical blog about how AI, sustainability, and regulatory pressure are reshaping datacenter design and operations.
- The article highlights GPU cluster growth, liquid cooling, DLC, immersion cooling, RAG, and DCIM as key trends affecting datacenter power, thermal management, and automation.
- It cites external figures such as NVIDIA H100 shipments of 710,000 in 2023 and mentions regulatory examples including the EU Energy Efficiency Directive and California’s Climate Corporate Data Accountability Act; this is commentary and guidance rather than a first-time corporate announcement.
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Roundup: $100K work visa fee / Merger talks collapse / AI satellites
SpaceX has announced a timeline for its first AI satellites, which Elon Musk says will serve as orbital data centers. - The first AI satellites, powered exclusively by Nvidia chips, are expected to launch in Q4 2027 and reach significant scale in 2028.
- SpaceX is seeking FCC approval for a constellation of up to one million satellites; the article also references separate U.S. policy and antitrust news involving the Department of Homeland Security and Paramount Skydance.
- This text is a news roundup/commentary referencing reported developments, not a standalone primary announcement from SpaceX.
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With Groq 3 LPX in Full Production, NVIDIA Extends Vera Rubin Inference for Agents
NVIDIA has announced new AI infrastructure and partner adoption updates for the Vera Rubin platform, including Groq 3 LPX in full production and related networking and infrastructure technologies.
- NVIDIA Groq 3 LPX is now in full production and is described as extending Vera Rubin NVL72 for fast token generation in agentic systems; in an Artificial Analysis benchmark on Gemma 4 31B, it reached 3,400 output tokens per second for 100,000-token long-context use cases.
- Nebius is the first AI cloud to adopt Groq 3 LPX; CoreWeave has deployed Spectrum-X Multiplane in production; SpaceXAI plans to build future AI architecture around Vera Rubin and deploy Vera CPUs for agentic AI workloads. The article also introduces NVIDIA Scale-In and NVLink Fusion as part of NVIDIA’s broader AI factory infrastructure stack.
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How We Built a Three-Agent AI Development Team — and Why It Works (Part 2)
AMAX has published a technical blog describing how it built an on-prem “AI Factory” using LiteLLM as a unified proxy for multiple local LLMs. - The post says AMAX CTO Office deployed a LiteLLM-based inference gateway on a B300 server at its Fremont HQ, routing requests to NVIDIA NIM and vLLM models with a single OpenAI-compatible endpoint and virtual API keys.
- It says the team completed the setup in a 1-week sprint, using Claude Code for server configuration and Copilot for application migration; it also describes a customer evaluation flow that could involve a $800K server purchase and a $50 spend limit with keys expiring in 48 hours.
- The article is a technical blog / operational account, not a formal product press release, and it emphasizes infrastructure, access control, token tracking, and ROI measurement for internal AI and GPU hardware use cases.
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Nvidia scales back financing guarantee for OpenAI data center
Nvidia has reportedly reduced its planned financial guarantee for a large OpenAI-linked data center project in Ohio, cutting the commitment from as much as $250 billion to less than $120 billion.
- The revised structure would have Nvidia guarantee financing for the project’s first phase, covering about 5 gigawatts or half of the proposed capacity; financing for the remaining capacity would be considered later.
- Earlier this month, Nvidia also announced partnerships with Apollo Global Management, BlackRock, Blackstone, Brookfield Asset Management, Goldman Sachs, and KKR to mobilize more than $500 billion in capital for AI computing infrastructure; the project is being developed by SB Energy, a subsidiary of SoftBank. The report frames the change as a restructuring of Nvidia’s role in financing and cites broader concerns about AI infrastructure costs and funding.
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Key Capture Energy raises US$300 million from Standard Chartered, with NY-ISO and MISO deployments in mind
Key Capture Energy has announced a new $300 million letter of credit financing facility with Standard Chartered to support its battery storage development pipeline.
- The financing was announced on 18 August and is the first publicly announced financing for KCE since owner SK Innovation E&S was reported to be considering strategic options, including a possible buyer search.
- The facility will support projects in NY-ISO and MISO; KCE said its operating portfolio totals 623MW, including 580MW in ERCOT in Texas, and the company is also active in New York, Michigan, Indiana and Illinois.
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Handling cell imbalances, communications interoperability and other blockers to BESS asset success
Emerson’s Ryan Franks discussed how software, AI, and interoperability are reshaping battery energy storage system (BESS) asset management in the US.
- Franks said Emerson supports customers by tying storage to other site assets, meeting P and Q setpoints, and adjusting for imbalance, which he described as one of the biggest current revenue challenges.
- He also said AI is improving digital twins, pattern recognition, and response scenarios, while data centres are pushing BESS to support behind-the-meter power for diesel gensets, gas engines, fuel cells, gas turbines, wind, and solar.
- The article also previews Battery Asset Management Summit USA 2026, to be held 15-16 September in Garden Grove, California, with tracks on AI, cybersecurity, and second-life applications; it is co-located with Solar & Storage Finance Summit USA.
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AVEVA CEO: Sustainability Commitments Must Be Backed by Measurable Results
AVEVA CEO Caspar Herzberg says AI-driven data center growth requires operational transparency, measurable performance data, and digital twins rather than sustainability pledges alone.
- Herzberg said AVEVA is working with NREL on eGridGPT, a generative AI model for grid control rooms that integrates with the AVEVA PI System and supports state estimation, variable-energy forecasting, and grid operations.
- He also cited AVEVA work with Ontario Power Generation and the Silicon Valley Clean Energy / ZGlobal project, and said data centers could have 20–25 GW of battery storage globally by 2030; the interview includes discussion of PUE, emissions, water use, backup-generation runtime, and digital twins.
- This is an interview/commentary piece, not a new corporate announcement, and it mainly relays Herzberg’s views on grid planning, transparency standards, and data center operations.