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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 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.
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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.
Recent California data center news
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Weather grows as one of data center growth’s greatest risks
Zurich North America has released a report warning that AI-driven hyperscale data centers face a broader set of construction, operational, and insurance risks as buildouts accelerate.
- Report focus: Zurich’s report, “Data Center Risks Right Now: Six Critical Questions to Enable a Resilient Buildout,” highlights severe weather, compressed construction schedules, energy infrastructure, water availability, downtime, equipment replacement delays, workforce shortages, and geopolitical/regulatory pressure.
- Key figures: Zurich says hyperscalers are expected to spend $710 billion in capex during 2026, global data center investment could exceed $7 trillion by 2030, and new capacity added from 2026-2030 is expected to total about 100 GW; it also says average insured data center value has risen from about $150 million five years ago to roughly $3 billion today.
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The POWER Interview: Mainspring Looks to Make Linear Generators Mainstream
Mainspring Energy CEO Tom Linebarger discussed the company’s linear generator technology and its role in meeting rising power demand, especially for data centers and AI. - Main point: Linebarger said Mainspring’s products deploy in months, run on virtually any fuel, and can operate without a grid connection from day one, with grid hookup later adding flexibility and resilience.
- Background/details: He said the company is in commercial operations with large customers, has accumulated over 150 years of core operating hours, and that investor-owned utilities are projected by the Edison Electric Institute to spend $1.1 trillion between 2025 and 2029; he also cited a SemiAnalysis estimate that behind-the-meter generation could power well over half of new U.S. data centers in 2028+.
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Global Stack pitches Edge data center at rodeo-focused indoor arena in California
Global Stack has proposed an Edge data center project at the Cow Palace in Daly City, California, including a multi-level parking garage and a helicopter landing pad.
- The proposal seeks a 100-year land lease for an up to 10MW facility on arena-owned land, without replacing the venue.
- Cow Palace CEO Allison Keaney said the venue is still evaluating the proposal and has made no decisions; Global Stack says it plans similar sites at 70+ fairgrounds across California by 2030.
- The company previously pursued an 8-10MW project at the Calistoga fairground, but discussions there were discontinued after public backlash; it also reportedly contacted other fairgrounds and has signed agreements with Kings County Fairgrounds and Tulare County Fairgrounds to study leasing 2 to 5 acres of underused property.
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ECL, PowerCell partner to deploy hydrogen fuel cell power systems across US data centers
ECL has announced a partnership with PowerCell Group to support hydrogen-powered data centers across the US.
- The deal includes a firm purchase order for PowerCell PS190 fuel cell systems and a non-binding MoU for about 300MW of additional hydrogen fuel cell capacity across ECL’s data center portfolio.
- First deployments will begin at ECL’s 35MW CSC-1 campus in Santa Clara, California, using PowerCell’s containerized systems within ECL’s FlexGrid microgrid architecture with grid power, natural gas, and battery storage; the partners have also already deployed fuel cells at ECL’s MV-1 facility in Mountain View, California.
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US-based BESS companies Peak Energy, ESS Inc and Unigrid aim to commercialise sodium-ion in US, Europe
Peak Energy, ESS Tech Inc, and Unigrid have announced new sodium-ion energy storage manufacturing, product launches, and deployment milestones in the US and Europe.
- Peak Energy selected Sacramento, California for a new Na-ion BESS manufacturing facility announced 8 July, targeting up to 4GWh annually and US$71 million in capital investment.
- The project is expected to create 239 local jobs over 18 months; Peak also cited a US$10.5 million CalCompetes tax credit awarded in May 2026 and earlier phased deals including up to 4.75GWh with Jupiter Power.
- ESS Tech Inc launched the ESS Bridge, a 1.2MWh modular Na-ion BESS for utilities, AI-driven data centres, critical infrastructure operators, and C&I customers; it can scale to 4.8MWh in the same footprint as a traditional 20-foot container.
- Unigrid announced first deliveries of its Na+Casa residential BESS, rated at 9.25kWh, with installations in Europe and US availability expected by end of 2026 pending compliance requirements.
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Orbital Seeks FCC Approval for 100,000 Satellite Data Center Constellation
Orbital has asked the Federal Communications Commission for permission to deploy up to 100,000 data center satellites.
- The Los Angeles-based startup submitted its application on June 24, 2026 and is seeking approval for a constellation delivering about 10 gigawatts of compute.
- Orbital says the system would supply compute “without drawing on terrestrial electricity, land, or water,” and the scale is described as enough for roughly 8 to 10 million U.S. homes equivalent electricity demand.
- This is a new application/ask described in the article, not a recap of an earlier approved deal; the primary filing is identified by FCC application number SAT-LOA-20260624-00251.
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Leadership Updates: Key Data Center & Cloud Appointments (Q3 2026)
The article summarizes a wave of leadership appointments across data center operators, infrastructure vendors, and related service firms; it is a roundup rather than a single first-time project announcement.
- Multiple firms, including NTT Data Group, Stream Data Centers, Colt Data Centre Services, and Vantage Data Centers, announced new executive appointments to support expansion, operations, finance, technology, and regional growth.
- The roundup also covers leadership moves at Oracle, Güntner Group, Apx Data Centre Solutions, Trane Technologies, Anthropic, Scality, EdgeCore, JLL, Cushman & Wakefield, and industry bodies such as ASHRAE and EPRI; no single investment amount or project cost is given.
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Prologis files to build 99MW data center in San Jose, California
Prologis has announced plans to develop a new data center at 5977 Silver Creek Valley Road in San Jose, California.
- The proposed project is a three-story, 516,000 sq ft facility on about 15 acres, with 99MW of capacity and an on-site substation.
- Prologis said construction would take around two years and that it will cover the costs of transmission upgrades; the site was previously acquired by Duke Realty for $40.2 million in 2021 and later transferred to Prologis through the $23 billion Duke Realty acquisition in 2022.
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DeepInfra deploys AI inference cloud in Toronto, Canada, data center
DeepInfra has announced a new data center location in Toronto, Canada, expanding beyond the United States for the first time.
- The Toronto cluster offers 1.7MW of capacity and will host more than 1,000 Nvidia Blackwell B300 GPUs; DeepInfra said it is its ninth data center location and first outside the US.
- CEO and co-founder Nikola Borisov said the site is a foundational step in expanding capacity beyond the US; the facility is likely leased capacity at a third-party site, and the announcement comes after DeepInfra raised $107 million in a Series B round and completed a $18 million Series A in April 2025.
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Capstone Energy+ touts air-bearing microturbines for behind-the-meter energy
Capstone Energy+ CEO Vince Canino says facility managers are increasingly turning to behind-the-meter energy strategies as grid constraints grow.
- Canino said the trend is being driven by utility capacity constraints, especially for data centers, EV charging, and building electrification; Capstone’s air-bearing microturbines are positioned as quiet, low-emissions on-site power.
- He cited deployments including an auto shredder recycling plant in Los Angeles that planned to build its own plant because the utility could not deliver power for 3-4 years, and a Riu Hotel in New York City roof installation with six C65 units providing electricity and hot water.
- Capstone offers 30 kW, 65 kW, and 200 kW engines, with options to lease, purchase, lease-to-own, power purchase agreements, or energy service agreements; the company completed a financial restructuring in 2023 and resumed trading on Nasdaq on July 8 after a three-year hiatus.