California Data Center Intel

Recent California data center news

• Sep 9, 2026

  Beyond WUE: Assessing Data Center Water Resilience

  This article is commentary and analysis on data center water resilience, using the Imperial Valley Computer Manufacturing case as an example rather than announcing a new project or deal.

  • The piece argues that water resilience should be assessed at the site level, especially under peak heat and water scarcity conditions, and says the Imperial Valley case shows why reliance on reclaimed wastewater or “waterless” claims can fail when local supplies are unavailable.
  • It cites the proposed 330 MW AI data center in California, notes that the project later sought Colorado River water after alternative sources proved unavailable, and states that the Imperial Irrigation District denied the request in May 2026, with a lawsuit still pending in Imperial County court.
• Sep 9, 2026

  Centrus Signs Haleu Supply Contract For Radiant Microreactors

  Centrus Energy and Radiant have announced a contract for HALEU fuel supply for multiple Kaleidos microreactors, with prepayments included to support Centrus’ domestic enrichment capacity buildout.

  • The agreement covers high-assay low-enriched uranium (HALEU) for multiple Kaleidos microreactors; Centrus expects to begin deliveries before the end of the decade.
  • Radiant says the deal adds a second domestic US source of HALEU as it advances from its first Kaleidos test toward commercial and national security deployments; Centrus says the fuel will be unobligated and usable for national security applications.
  • Centrus’ HALEU work is tied to its Piketon, Ohio plant and the AC100 centrifuge program; the company says first new capacity there is expected by 2029.
  • Radiant’s Kaleidos microreactor is aimed at remote locations, data centres, defence applications and other commercial and industrial uses, and Radiant has also been selected for US military programmes including Buckley Space Force Base and the US Army Janus microreactor programme.
• Sep 9, 2026

  If you lost your LLM tomorrow, would you still have a business?

  The article argues that European AI companies need sovereign fallback infrastructure and should plan for model outages, supplier changes, and regulatory restrictions rather than rely entirely on foreign API providers.

  • It cites a recent Anthropic incident in which the US Department of Commerce allegedly required access restrictions on Claude Fable 5 and Mythos 5, leading Anthropic to switch off the models for all customers and restore them 17 days later.
  • It says Europe should retain the ability to run models on internal infrastructure, use open-weight models such as Mistral, Gemma, DeepSeek, and Qwen, and it highlights constraints around funding, grid connections/data centres, and talent retention; it also references the EU’s 19 AI Factories and 13 Antennas attached to EuroHPC supercomputers.
• Sep 8, 2026

  Battery storage cannot be the backbone of the next-generation electric grid if asset owners keep leaving money on the table

  ACCURE Battery Intelligence CEO Dr. Kai-Philipp Kairies argues that BESS operators should adopt stronger operating discipline and performance analytics to improve efficiency and returns.

  • The article says independent third-party analysis can identify about 10% savings on typical BESS operating expenditure, with average OpEx of US$40,000-US$45,000 per MW excluding land leases; it also says better analytics can boost revenue by up to 5%.
  • It cites examples including over US$1,000 of revenue shortfall on a single discharge cycle at a <100 MWh site, US$1 million or more per year in revenue benefit for a ~1GWh portfolio, and US$300k of immediate value from renegotiated augmentation work; the piece is commentary, not a new company announcement.
• Sep 7, 2026

  How Energy Security, Load Growth and Infrastructure Arbitrage Could Reshape America’s Power Market

  This article is a commentary by Philip Cruver of Geo2Watts about U.S. power infrastructure, grid security, and brownfield redevelopment.

  • The article highlights President Donald Trump’s August 26, 2026 national emergency declaration covering foreign-produced equipment in the U.S. bulk-power system, and references an April 2026 Section 303 Defense Production Act determination on key grid hardware.
  • It also discusses Geo2Watts’ approach to long-duration energy storage, including potential pilot projects in the Long Beach and Wilmington area and reuse of legacy oil and gas infrastructure, but it does not announce a finalized project or deal.
• Sep 4, 2026

  AI Is Outgrowing the Grid

  MCJ has published a newsletter article highlighting DG Matrix’s multi-port solid-state transformers and the role of behind-the-meter power in AI data centers.

  • DG Matrix says it has commercialized the world’s first multi-port solid-state transformer and can replicate a 5,000 square foot work cell that produces up to 400 megawatts a year in double shift with 20 people.
  • Haroon Inam says the company could reach 4 gigawatts of annual capacity in about three months once a facility and power are secured; the article also discusses the shift toward grid power, batteries, natural gas, and fuel cells for AI data centers.
  • The piece is an opinion/commentary-style newsletter feature dated Sep 04, 2026, and includes related portfolio updates and podcast mentions rather than a standalone corporate press release.
• Sep 4, 2026

  110-Acre Factory Breaks Ground to Supply Greater Phoenix Building Boom

  Clark Pacific has announced that it has broken ground on a new manufacturing plant in Coolidge, Arizona.

  • The 110-acre facility will be built in phases, with the final phase scheduled for spring 2027; Clark Pacific will start manufacturing in a temporary facility immediately.
  • The plant is expected to triple production capacity and has already created 30 manufacturing and engineering positions, with 70 additional hires planned by the end of the year.
• Sep 4, 2026

  Flex strikes $4.4 billion deal to acquire EPC power

  Flex has announced a definitive agreement to acquire EPC Power Corporation in a $4.4 billion cash transaction.

  • The deal was announced on September 3, 2026 and is expected to close in Q4 2026, subject to customary regulatory approvals including HSR clearance.
  • EPC Power makes software-defined smart inverters, bidirectional power conversion systems, and solid-state transformers used for AI data centers and utility-scale battery energy storage systems; after closing, it will join Flex’s Cloud and Power Infrastructure division.
  • Flex also said it plans to spin off the combined energy and digital infrastructure segment as a separate publicly traded company by early 2027.
• Sep 4, 2026

  Goldman Sachs Alternatives, Cleanhill Partners sell PCS manufacturer EPC Power for US$4.4 billion

  Flex has announced a definitive agreement to acquire EPC Power Corp from Goldman Sachs Alternatives and Cleanhill Partners for US$4.4 billion. The deal is expected to close in Q4 2026, and Flex plans to place EPC Power within its Cloud and Power Infrastructure (CPI) segment before spinning that business out in Q1 2027.

  • The acquisition was announced on 3 September and is subject to customary closing conditions; Flex said it is evaluating debt and equity financing alternatives.
  • EPC Power makes software-defined inverters, PCS, microgrid and data centre power solutions, and solid-state transformers; Flex highlighted use in next-generation 800V data centre power architectures and said EPC Power could generate about US$800 million in 2026 revenues.
  • The article also notes EPC Power opened a third US manufacturing facility in South Carolina last month, adding 27GW of annual nameplate capacity, and mentions broader industry context including US restrictions on imports of inverters, transformers and BESS equipment.
• Sep 3, 2026

  Three Questions Every Utility Should Ask About Advanced Reactors

  Terrestrial Energy executive Sarfraz Taj has published an opinion article outlining three questions utilities should ask when evaluating advanced reactors.

  • The article argues utilities should assess capital efficiency, fuel strategy resilience, and regulatory maturity before selecting an advanced reactor design; it is a commentary piece, not a new project announcement.
  • It cites U.S. grid demand growth, noting data centers could use 9.5% to 15.3% of U.S. electricity by 2030 and overall demand may rise 15% to 20% by 2035; it also highlights the NRC’s Part 53 framework and the long-term need for HALEU and fuel fabrication capacity.
  • The author is identified as Sarfraz Taj, vice president of Business Development at Terrestrial Energy; the piece references World Nuclear Association projections of about 1,500 GWe of global nuclear additions over the next 25 years.