California Data Center Intel

Recent California data center news

• Mar 17, 2026

  Jensen Huang Maps the AI Factory Era at NVIDIA GTC 2026

  Nvidia CEO Jensen Huang announced that AI is entering an infrastructure phase and unveiled hardware, software, and reference architectures to build gigawatt-scale “AI factories” for continuous inference.

  • Main announcement: Nvidia unveiled new infrastructure components including Grace Blackwell NVLink72, Vera Rubin (rack-scale systems with ~3.6 exaflops per rack and 45°C hot-water liquid cooling), the Vera Rubin DSX AI Factory reference architecture and Omniverse DSX digital-twin blueprint, and software layers OpenClaw / Nemo / Nemotron to orchestrate and secure agentic AI systems; Nvidia estimated a $1 trillion AI infrastructure market and cited an industry shift to continuous inference.
  • Details & partners: Nvidia described hybrid architectures integrating Groq accelerators (disaggregated inference via Dynamo orchestration), a production co-packaged optical switch built with TSMC, DSX integrations with partners (Cadence, Dassault Systèmes, Schneider Electric, Siemens, Vertiv, Trane Technologies, Switch) and energy partners (GE Vernova, Siemens Energy, Hitachi Energy, Emerald AI); the keynote also referenced venture funding > $150 billion for AI startups and examples like Nestlé reducing compute costs by 83% on a GPU-accelerated workload.
• Mar 17, 2026

  Chip wafer shortage will run through 2030 as AI demand overwhelms supply: SK Hynix chief

  SK Group Chairman Chey Tae-won warned the global semiconductor wafer shortage could continue until 2030.

  • Main announcement: Chey said the industry faces a wafer deficit of more than 20% and expects at least four to five years of capacity building; he attributed the squeeze to AI-driven HBM demand and said SK Hynix (holding 57% of global HBM and 32% of overall DRAM) is preparing a plan to stabilise DRAM prices (details not disclosed).
  • Background/details: Industry analysts (Greyhound Research, Gartner, IDC) describe the issue as a structural reallocation of memory toward AI workloads; IDC projects 2026 DRAM and NAND supply growth of 16% and 17%, Samsung’s P5 facility is expected online by 2028, and new fab capacity will be largely optimised for AI workloads, limiting near-term relief for conventional enterprise demand.
• Mar 17, 2026

  United States Advanced Thermal Tech Company Frore Systems Raised $143 Million in Series D Funding Round at $1.64 Billion Valuation, Founded in 2018 by Seshu Madhavapeddy & Surya Ganti, Investors Include MVP Ventures, Fidelity Management & Research Company, Top Tier, Mayfield Fund, Clear Ventures, Addition, Qualcomm Ventures, StepStone Group & Alumni Ventures

  Frore Systems has raised $143 million in a Series D funding round at a $1.64 billion valuation (announced 17 March 2026, dateline Hong Kong).

  • Main announcement:Frore Systems has raised $143 million in a Series D round at a $1.64 billion valuation; the company was founded in 2018 by Seshu Madhavapeddy and Surya Ganti and the investors named include MVP Ventures, Fidelity Management & Research Company, Top Tier, Mayfield Fund, Clear Ventures, Addition, Qualcomm Ventures, StepStone Group, and Alumni Ventures.
  • Background and product details: Frore Systems is headquartered in Silicon Valley with manufacturing operations in Taiwan; flagship products include LiquidJet™, LiquidJet™ Nexus, and AirJet®, which are positioned for data center and edge cooling (claims include improved GPU performance, better PUE, and reduced TCO); the article is an announcement/press-style report published on Caproasia on 17 March 2026.
• Mar 16, 2026

  NVIDIA DSX Air Boosts Time to Token With Accelerated Simulation for AI Factories

  NVIDIA announced NVIDIA DSX Air at GTC 2026, a SaaS simulation platform to build full-stack digital twins of AI factories and accelerate deployments.

  • Main announcement:NVIDIA DSX Air is a software-as-a-service platform that provides high-fidelity digital simulations of NVIDIA hardware (GPUs, SuperNICs, DPUs, switches) and integrates with partner solutions via open, API-based connectivity, enabling customers to validate compute, networking, storage, orchestration and security and reduce time to first token from weeks/months to days/hours.
  • Background & implementation details: Partners and customers (examples: CoreWeave, Siam.AI, Hydra Host) are already using DSX Air; GTC demos included a multi-tenant RTX PRO Server simulation with Netris (network orchestration), Rafay (host orchestration), NVIDIA Run:ai (GPU allocation), a VAST AI Operating System video RAG pipeline demo, and security validations with Check Point, TrendAI Vision One, and Keysight running on simulated BlueField DPUs.
• Mar 16, 2026

  Palantir partners with Nvidia to streamline AI data center deployment

  Palantir Technologies and Nvidia have announced the Palantir AI OS Reference Architecture (AIOS-RA).

  • Main announcement: The AIOS-RA is an end-to-end reference architecture and operating system designed to support processes from hardware acquisition to application deployment, running both training and inference on Nvidia Blackwell Ultra systems (each system incorporates eight Blackwell Ultra GPUs and Spectrum-X Ethernet networking). It is built on a hardened Kubernetes substrate and integrates Palantir’s software suite (AIP, Foundry, Apollo, Rubix, AIP Hub) to serve as a blueprint for designing, deploying, and scaling high-performance on-premises, edge, and sovereign cloud AI factories.
  • Additional details / background: Management and security are handled via Palantir Rubix (zero-trust Kubernetes security) and Apollo (autonomous deployment and lifecycle oversight). The collaboration also includes Nvidia’s stack (Nvidia AI Enterprise, CUDA-X Libraries, Nemotron open models, Magnum IO) and targets customers with existing GPU infrastructure, latency-sensitive workflows, data sovereignty requirements, and high geographic distribution.
• Mar 15, 2026

  AI data centres face backlash from Mayors in US cities over power use, pollution fears

  Mayors in major US cities are challenging tech companies over data centre energy demands and local pollution impacts.

  • Main action: Mayors (including Tim Kelly of Chattanooga, Kate Gallego of Phoenix and Larry Klein of Sunnyvale) are publicly pressuring big tech over the environmental and infrastructure costs of AI data centres — citing strained power grids, water supply depletion, and local pollution. The White House also convened big tech this month to demand companies bear the cost of powering new data centres. Key project details: xAI is reported to be running at least 18 methane gas turbines at its South Memphis site; Mississippi regulators approved generators despite local resistance; APS warned that approving all proposed data centres would push electricity demand to 19,000 megawatts (more than double the grid’s record peak).
  • Background and other details: The discussion surfaced at SXSW in Austin, Texas where mayors raised concerns about non-disclosure agreements that keep communities uninformed until late in the process and contrasted more transparent operators (Microsoft, Google) with less transparent firms. Phoenix is highlighted as a magnet for data centres due to tax incentives and low regulation. Reporting sources include AFP and an NBC News poll showing public skepticism about AI.
• Mar 13, 2026

  Google completes US$4.75 billion Intersect Power acquisition, initial focus on California & Texas solar-plus-storage

  Google has finalised the acquisition of US renewable energy developer Intersect Power.

  • Main action: Google completed the acquisition of TPG Rise Climate’s share of Intersect Power for US$4.75 billion (transaction began in December 2025). As part of the deal, lead shareholders including TPG, Google, Climate Adaptive Infrastructure (CAI) and Greenbelt Capital Partners spun off Intersect’s grid-tied power business into a new independent power producer, IPX Power, which will focus on co-located solar and battery energy storage (BESS) projects primarily in Texas and California.
  • Background and implementation details: Google said the acquisition provides a scalable model to meet growing compute demand and announced plans to invest US$40 billion to build three data centres in Texas through 2027; CEO Sundar Pichai also said Google will spend US$185 billion on AI-related capital expenditure this year. The deal follows industry coordination at a White House meeting where a ‘ratepayer protection pledge’ was announced and signed by Google, Amazon, Meta, Microsoft, Oracle, OpenAI and xAI.
• Mar 13, 2026

  The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth

  Bloom Energy has released the 2026 Data Center Power Report finding electricity availability has become a defining boundary on data center expansion.

  • Main announcement: The Bloom Energy 2026 Data Center Power Report concludes electricity availability is now a primary constraint for data center growth; it projects U.S. IT load could rise from ~80 GW (2025) to ~150 GW (2028), and highlights major grid forecast revisions such as ERCOT increasing its 2030 data center demand projection from 29 GW to 77 GW and a possible statewide peak of 218 GW by 2031. The report also states roughly one-third of U.S. data centers may rely entirely on onsite power by 2030 and that ~20% of campuses could exceed 1 GW by 2030, rising to nearly 1 in 3 by 2035.
  • Background and details: The analysis is based on surveys of hyperscalers, colocation providers, utilities, and equipment suppliers through 2025 and documents operational shifts: Texas may exceed 40 GW by 2028 (nearly 30% national share); Georgia market share projected +75% while several legacy markets could lose >50% relative share; utilities and developers show a 1–2 year expectation gap on “time to power”; >70% of developers are evaluating onsite power providers; by 2028, 60% expect higher-voltage busways and 45% expect DC architectures.
• Mar 12, 2026

  NTT DATA Lands 115 MW in US Data Center Deals as Part of $10B AI Push

  NTT DATA has secured nearly 115 MW of new data center capacity commitments across three US campuses (Gainesville, Va.; Chicago; Sacramento, Calif.).

  • Primary announcement: NTT DATA secured nearly 115 MW of new commitments, including more than 90 MW from a major hyperscale provider at its VA11 campus (Northern Virginia) and nearly 20 MW from three enterprise organizations (a financial services institution, a gaming platform provider, and a cybersecurity company). The company is executing a multi-year plan to invest more than $10 billion in data center infrastructure by 2027, targeting high-density compute, AI training/inference, and liquid-cooling deployments.
  • Background and implementation details: Over the past year NTT launched 10 new facilities across North America, EMEA, and APAC, adding more than 370 MW of IT capacity. Design specifics include hybrid-ready data halls, modular fan walls and CDU loops in 1 MW increments, and support for rack densities north of 200 kW per rack; the company evaluates grid availability and alternative power sources (on-site generation, natural gas, fuel cells, nuclear) for site selection.
• Mar 12, 2026

  FluidCloud’s Large Infrastructure Model targets the multicloud networking gap

  FluidCloud has launched a Large Infrastructure Model (LIM) to generate, translate, and validate Terraform across multicloud environments.

  • Main announcement: FluidCloud announced the launch of a purpose-built Large Infrastructure Model (LIM) that generates, translates, and validates Terraform for multicloud migrations; the platform now accepts existing GitHub repositories, supports 150+ resource types, includes 1,800 compliance policies, and provides a compatibility scoring layer and outage prediction features.
  • Background and details: FluidCloud emerged from stealth in July 2025 with $8.1 million in seed funding; LIM uses a custom conditional model (not a fine-tuned LLM), was trained on synthetic Terraform data, currently benchmarks at a BLEU score of 0.58 (human-level ~0.60), and the company plans a public community page for outage predictions and future portable SDKs and agent workflows.