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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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Hoopa Valley Tribe Opens Data Center to Advance Tribal Data Sovereignty
The Hoopa Valley Tribe has announced the opening of a new data center that will serve as the operational hub for its tribally-owned broadband network.
- The Hoopa Valley Public Utilities District celebrated the grand opening of the data center last month, supporting expansion of high-speed internet access across the Hoopa Valley Indian Reservation, Willow Creek, and Trinity County.
- Vice Chairman Jordan Hailey praised the milestone, calling it a proud day for the Hoopa Valley Tribe and its community; the text does not provide a project cost or technical specifications.
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Could sodium-ion batteries break China’s stranglehold on battery manufacturing?
This article is commentary and reporting on the emerging sodium-ion battery market, not a first-person announcement by a single company.
- Sodium-ion batteries are presented as an emerging alternative for large-scale energy storage, with applications including power grids, data centers, renewable energy storage and backup power.
- Peak Energy plans large-scale battery pack production in California in 2027, while Inlyte Energy is preparing its first battery system for utility-scale energy storage; the article also notes China currently dominates production and cites a Morgan Stanley projection of over one-third of global battery production within the next decade.
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Vistra Reports Second Quarter 2026 Results
Vistra Corp. has announced its second quarter 2026 results and disclosed a new strategic investment in Helix Digital Infrastructure. - Q2 2026 results: Net income was $305 million and Ongoing Operations Adjusted EBITDA was $1,767 million, up more than 30% year over year.
- Strategic updates: Vistra announced Helix Digital Infrastructure with KKR, Kuwait Investment Authority, and NVIDIA, with an initial Vistra commitment of up to $1.0 billion; it also said the FERC approved the pending Cogentrix Energy acquisition.
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Rugged Switchgear–A Reliable Data Center’s Bedrock
National Breaker Services is highlighted in a commentary article promoting its medium-voltage switchgear for hyperscale data centers.
- The article explains how Citadel switchgear supports redundant power, utility interconnection, generator synchronization, and fault isolation for large data center campuses, including systems rated up to 38 kV, 63 kA, and 5,000 amps or more.
- It also says the company has KEMA full-fault certification to C37.09 and 37.013, cites a utility requirement of 44 kAIC at 38 kV, and states that National Breaker Services is currently fabricating more than 200 vertical sections of 38 kV, 44 kA switchgear for a major urban U.S. utility.
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Hinton, Fei-Fei Li, and Andrew Ng Clash Over AI Risks and Regulation at Ai4
Three AI researchers discussed the future of artificial intelligence at the Ai4 conference in Las Vegas, with Geoffrey Hinton warning of superintelligence and job displacement, Andrew Ng defending open-weight models and productivity gains, and Fei-Fei Li calling for practical governance and public investment.
- The session, titled “The Architects of Intelligence: A Historic Convergence,” featured Geoffrey Hinton, Fei-Fei Li, and Andrew Ng debating AI capability timelines, worker displacement, open-weight models, and government regulation.
- The article is a conference report / commentary, not a first-time product or funding announcement; it frames how the panel’s views relate to data center infrastructure investment and the broader global data center industry.
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Ferroelectricity Emerges at the Nanoscale
Lawrence Berkeley National Laboratory announced that researchers discovered ferroelectricity in ultrathin titanium dioxide, a finding that could improve energy-efficient microelectronic devices.
- The study found that titanium dioxide becomes ferroelectric only when thinned to below 3 nm, with complementary X-ray and second-harmonic generation measurements showing a transition to a distorted orthorhombic structure.
- The work was led by Sayeef Salahuddin with UC Berkeley, Molecular Foundry, and Advanced Light Source collaborators, and was published in Science; the article frames this as a research announcement rather than a commercial deal.
- The research was supported by the DOE Office of Science and is positioned as relevant to memory and logic chips and lower-power microelectronics in the context of AI and data centers.
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Global Telecom Giant Acquires Chandler Chip Manufacturing Campus
Nokia has announced a definitive agreement to acquire NXP Semiconductors’ Chandler manufacturing campus to expand U.S.-based optical component production.
- Nokia will initially lease manufacturing space in part of the Chandler facility in early 2027, then expects to acquire the full campus in Q1 2029; the site will be converted to make indium phosphide semiconductors for optical components.
- Nokia said the acquisition is part of a broader manufacturing expansion, including a new San Jose semiconductor fab ramping in Q4 2026 and tenfold advanced testing and packaging capacity growth in Pennsylvania from Q3 2026; financial terms were not disclosed.
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DOE Approves Safety Design of Deep Fission’s Underground SMR
Deep Fission has announced that the U.S. Department of Energy approved the Nuclear Safety Design Agreement for its Gravity Nuclear Reactor, advancing the underground SMR project under the DOE Reactor Pilot Program.
- The DOE approval establishes the safety framework for continued development and moves Deep Fission to the next authorization stage, including demonstration and eventual deployment.
- The company says its Kansas pilot project is at the Great Plains Industrial Park in Parsons, Kansas, where it broke ground in December 2025, drilled a 6,000-foot data acquisition well, and delivered a prototype reactor canister.
- Deep Fission said its Gravity Nuclear Reactor would be installed at least one mile underground and could generate 15 MWe; the company also said it had signed LOIs totaling 12.5 GW with data centers, co-developers, industrial parks, and strategic partners last October.
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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.